Some coal stocks continued their gains. As of press release, South-South Resources (01229) rose 3.79% to HK$0.137; Yankuang Energy (01171) rose 2.14% to HK$16.2; and China Shenhua (01088) rose 1.99% to HK$28.2.
Zhitong Finance App learned that some coal stocks continued their gains. As of press release, SouthSouth Resources (01229) rose 3.79% to HK$0.137; Yankuang Energy (01171) rose 2.14% to HK$16.2; China Shenhua (01088) rose 1.99% to HK$28.2; and China Coal Energy (01898) rose 1.07% to HK$7.06.
Open Source Securities pointed out that the operating rate of production sites quickly rebounded from 78.2% to 82.2%, mainly due to the lifting of factors such as port closures, transportation obstruction, and mine roof storage, which were affected by the weather, and once again returned to the main logic of securing supply and price stability; Changxie generally raised 100-200 yuan/end for different coking coal subtypes in Shanxi and Henan in the 2024Q1 quarter, which is expected to increase coking coal performance; Lanhua Science and Technology Innovation Announced the implementation of three quarterly dividends, a rare dividend measure in coal company history, with an annualized dividend rate of 10%, once again strengthening the high-carbon sector The logic of dividend valuation.