The Zhitong Finance App learned that Haitong Securities released a research report saying that the dust has settled on the US election, domestic fiscal policy is in line with expectations, and the fundamentals of the coal industry are stable. Currently, the daily consumption of power plants continues to rise, and the inversion of imports is further increasing. Port coal prices are expected to rise steadily at the beginning of the short-term peak season, while the opening of medium- and long-term contracts for electricity and coal in '25 is beneficial to the profit center of leading high-quality coal companies. The mid-term price center is still expected to remain high. The undervalued high dividend characteristics of coal companies continue to be recommended for long-term allocation values.

Zhitongcaijing · 11/26 02:49
The Zhitong Finance App learned that Haitong Securities released a research report saying that the dust has settled on the US election, domestic fiscal policy is in line with expectations, and the fundamentals of the coal industry are stable. Currently, the daily consumption of power plants continues to rise, and the inversion of imports is further increasing. Port coal prices are expected to rise steadily at the beginning of the short-term peak season, while the opening of medium- and long-term contracts for electricity and coal in '25 is beneficial to the profit center of leading high-quality coal companies. The mid-term price center is still expected to remain high. The undervalued high dividend characteristics of coal companies continue to be recommended for long-term allocation values.