Redwood Bay Investment Group International Co., Ltd. sold 7.35 million common shares of Silk Road Energy (08250.HK) off the market, worth approximately HK$1,411,200
On April 29, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on April 29, Redwood Bay Investment Group International Co., Ltd. sold $7.35 million ordinary shares worth about HK$1,412,000 off the market at an average price of HK$0.192 per share on April 26. After sale, Redwood Bay Investment Group International
Debon Securities: 24Q1 coal industry fund holdings increased slightly month-on-month, low allocations expanded month-on-month
In Q1 2024, the coal industry had excellent market performance, outperforming the Shanghai Composite Index by a large margin. It had both excess and absolute returns, and ranked third in the growth rate of Shenwan's Tier 1 industry.
The fund manager who added coal was embarrassed! The first quarter results of many coal stocks experienced “Waterloo”
On the one hand, stock prices are rising and institutions are optimistic; on the other hand, performance is declining and coal prices are falling. Can coal stocks still be used as a starting point?
Demand is weak! The spot price of thermal coal fell 15% in the past two months, and the Hong Kong stock coal sector fell collectively
① The coal sector of Hong Kong stocks fell collectively. What are the downsides worth paying attention to? ② Port thermal coal spot fell by more than 100 yuan in the past two months. How do institutions view coal price trends?
Debon Securities: Coal supply declined in March, focus on the pace of subsequent economic recovery
Steady economic recovery and large-scale equipment upgrades are expected to support coal demand.
Express News | Guohai Securities: Reduce short-term fluctuations in coal prices and grasp the value attributes of the coal industry
Intraday Overview | The three major indices fell sharply. Technet stocks and auto stocks collectively declined, and NIO plummeted more than 10%
As of press release, the Hang Seng Index was down 1.58%, the China Index was down 2.4%, and the China Index was down 1.38%.
Express News | Great Wall Securities: Focus on the three main investment lines in the coal industry
China to Establish Coal Capacity Reserve System by 2027
China vowed to set up a coal capacity reserve system by 2027, aiming to secure energy security through more flexible coal supplies, according to plans the country released Friday.
Express News | Two departments: By 2027, initially establish a coal production capacity reserve system to form a certain scale of schedulable production capacity reserves
Express News | Guotai Junan: Coking coal prices may have bottomed out in April, and there is a possibility of a reversal in the second half of the year
Express News | CITIC Securities: Short-term coal sector may pick up amid shocks
The head of the brokerage firm chanted “head-on”: coal surpasses Maotai, “Maotai is just an illusion of consumption upgrading; the belief in coal is being established”
The cycle sector is in full swing. After the “10,000 People Conference” was held at the brokerage conference, some brokerage analysts called out: coal surpasses Maotai.
Guotai Junan: Coking coal prices may reach the bottom zone in 24 years, and there is a possibility of a “V” reversal
After experiencing 7 rounds of price cuts, the profits of independent coking companies across the country according to MySteel have dropped to -155 yuan/ton. Many companies have been forced to limit production by smoldering, and the resistance to continued steel price cuts is strong. It is expected that coke prices will basically reach the bottom.
Huatai Securities: Coal supply may remain resilient, off-season demand will test coal price support
In an environment of off-season demand, stocks that are currently at a high level may face further pressure to be removed from storage. Overall supply and demand are being relaxed, and coal price support is weak.
The second-quarter Changxie price reduction policy for upstream coking coal is expected to increase the supply and demand game
① In the second quarter, Changxie prices for various coking coal varieties in Shanxi were reduced to varying degrees by 100-200 yuan/ton. Some coal companies experienced early price adjustments. Currently, Changxie is higher than the market price. ② Some coal mines in Shanxi and Ganqimaodu Port have accumulated stocks, but recently the market's policy expectations for the downstream steel industry have increased, and black bulk prices have stabilized.
Silk Road Energy (08250) plans to acquire meat cutters, refrigeration storage equipment, etc. for 5.633,700 yuan
Silk Road Energy (08250) issued an announcement. On March 22, 2024, the seller (Shenzhen Lejia Fresh Meat Co., Ltd....
Silk Road Energy (08250.HK) signed an equipment purchase agreement with Shenzhen Lejia Fresh Meat Industry
Gelonghui March 22丨Silk Road Energy (08250.HK) announced that on March 22, 2024, the seller Shenzhen Lejia Fresh Meat Co., Ltd. and the buyer Dudu Fresh Meat (Shenzhen) Co., Ltd. (an indirect wholly-owned subsidiary of the company) signed an equipment purchase agreement. According to this, according to the terms of the equipment purchase agreement, the seller agreed to sell and the buyer agreed to buy the equipment.” Equipment” equipment, including meat slicers, refrigerated storage equipment, delivery vans, and other related equipment. The Group has been actively seeking business opportunities with high growth potential. After being engaged in fresh products trading business for the past two years, the Group has established itself well in the industry
Express News | National Bureau of Statistics: In January-February, regulated industrial raw coal production of 710 million tons fell 4.2% year-on-year
Silk Road Energy (08250.HK) plans to sell 100% of the shares in Ordos Taipu Mining Project
Gelonghui, March 12, 丨 Silk Road Energy (08250.HK) announced that on March 12, 2024, the seller Shenzhen Jinquan Consulting Co., Ltd. (an indirect wholly-owned subsidiary of the company) entered into an equity transfer agreement with the buyer Fei Vietnam Trading (Shenzhen) Co., Ltd., according to the terms of the share transfer agreement, the seller conditionally agreed to sell and the buyer conditionally agreed to acquire 100% of the shares of the target company Ordos Taipu Mining Engineering Co., Ltd. After reviewing the target company's business performance and prospects, in view of the fierce competition in the coal mining and construction services market, the board of directors believes that the sale was to streamline its core business
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