Changes in Hong Kong stocks | Coal stocks increased in the afternoon, and the thermal coal price index was adjusted across the board. Agencies say they paid attention to possible serious mismatches between supply and demand

The Zhitong Finance App learned that the increase in coal stocks increased in the afternoon. As of press release, Mongolia Energy (00276) rose 9.26% to HK$0.59; Power Development (01277) rose 5.88% to HK$1.89; Yankuang Energy (01171) rose 5.25% to HK$12.22; and China Coal Energy (01898) rose 2.78% to HK$10.73.

According to the news, on August 5, the thermal coal price index was raised across the board, and 5,500 kcal was reported to be 839 yuan/ton, up 5 yuan/ton. According to reports, the supply side is still tight. Great Wall Securities pointed out that the current comprehensive operating rate in Jinshan, Shaanxi, and Mongolia has been declining since the May 22 coal mine bombing in Shanxi. The operating rate in Shanxi is greatly affected. Attention is paid to the serious mismatch between supply and demand that may occur in summer.

Changjiang Securities pointed out that in 2026, the coal industry faces a nuclear capacity reduction window. The effective supply of thermal coal is expected to decrease by 1.9% year on year to 3.806 billion tons, putting pressure on short-term supply; at the same time, “anti-internal circulation” efforts on the policy side continue to stabilize coal prices through overproduction checks. The average price of thermal coal in Qingang rebounded 13.2% year on year to 767 yuan/ton in the first half of 2026.