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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.
China DailyApr 12 02:40 ET
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.
Zhitong FinanceApr 7 23:06 ET
华泰证券:煤炭供应或仍保持一定韧性 淡季需求将考验煤价支撑
在淡季需求的环境下,当前已处于高位的库存或进一步面临去库压力,整体供需趋宽松,煤价支撑偏薄弱。
Zhitong FinanceApr 3 02:36 ET
Debon Securities: “Gold, Three, Silver, Four” peak season is approaching and coal prices are fluctuating
Debon Securities released a research report saying that safety production in coal mines has now become a national priority. Safety inspections are expected to remain at high pressure, capacity utilization is constrained, and supply contraction expectations are strengthened.
Zhitong FinanceMar 3 07:14 ET
Cathay Pacific Junan: The reshaping of coal valuations for “stable high-dividend” assets may have just begun
Safety regulations are getting stricter, and coal supply is shrinking or exceeding expectations
Zhitong FinanceFeb 22 21:35 ET
Huatai Securities: Production in Shanxi may be difficult to increase in 2024 to support coking coal prices
As the main producer of coking coal in the country, Shanxi has had a big impact on coking coal supply. The bank is optimistic about coking coal prices this year.
Zhitong FinanceFeb 22 19:09 ET
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Market Sniper : 参与了吗?
NikkiiOP Market Sniper: 不敢啊 亲 怕被割
九块八 : 太吓人了这个
NikkiiOP 九块八: 真的 好家伙 直接来一个10倍
Market Sniper : 看来明天还要继续炒过
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