601666 Pingdingshan Tianan Coal Mining
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Pingdingshan Tianan Coal Mining News
Pingmei Co., Ltd. (601666.SH) will distribute 0.99 yuan per share in 2023. The stock registration date is May 23
Pingmei Co., Ltd. (601666.SH) issued an announcement. The company will implement the 2023 equity distribution to all shares...
Pingmei Co., Ltd. (601666.SH): A total cost of 279 million yuan to buy back 1.06% of the shares
Gelonghui, May 7, 丨 Pingmei Co., Ltd. (601666.SH) announced that as of April 30, 2024, the company had repurchased a total of 26,241,182 shares, accounting for 1.06% of the company's total share capital. The highest purchase price was 12.01 yuan/share, the lowest price was 9.76 yuan/share, and the total amount paid was 278,712,737.15 yuan (excluding transaction fees such as stamp duty and transaction commissions).
Pingmei Co., Ltd. (601666.SH) plans to establish a wholly-owned subsidiary “Henan Kabaorui Materials Co., Ltd.”
Gelonghui, April 21丨Pingmei Co., Ltd. (601666.SH) issued an announcement. In order to meet the requirements of the “double carbon” policy, the company lays out ahead of schedule, promotes the clean and efficient use of coal, and promotes the high-quality transformation and development of Pingmei Co., Ltd. through scientific and technological innovation. The company plans to establish a wholly-owned subsidiary “Henan Carborui Materials Co., Ltd.” to develop technical cooperation with Shunxin Coal Chemical Company to build a 6,000 tons/year coal-based carbon material coupling process technology pilot project to directly liquefy raw coal into high-end functional carbon materials such as new high-quality asphalt to extend the industry chain and increase the added value of coal products. Strengthen the company's innovation and development
Guohai Securities: Coking coal has momentum to rise in the short term, and the long-term supply and demand pattern is still tight
Looking ahead to 2024, it is more likely that there will be a small gap between domestic coking coal supply and demand.
Guohai Securities: Coking coal prices have momentum to rise in the short term, and the long-term supply and demand pattern is tight
The Zhitong Finance App learned that Guohai Securities released a research report indicating that the price of coking coal is gaining momentum in the short term. The main reasons include: low overall supply flexibility; iron and water production is expected to improve further; terminal inventory removal is coming to an end; the coking coal long-term agreement price issue has already been implemented. The current coking coal stock market is still worth paying attention to. In the long run, the supply and demand pattern of the coking coal industry is expected to be tight. Domestic steel production costs have a strong advantage, and pig iron production is expected to remain high. However, domestic coal mining procedures are complicated, construction and production cycles are long, and the cost of building new mines has risen sharply, and the will of mainstream coal companies to build new mines is still very weak.
Shanxi Securities: Coal supply contracted in March, and imports are expected to be revised downward
The March coal supply and demand data were basically in line with expectations, and the demand side is expected to improve in the future.
Open Source Securities: Demand is improving month-on-month, and supply-side tightening, coking coal prices are upward elastic
The tight domestic coal supply situation or continuation in the future is expected to support coal prices.
Wang Yangwa, employee director of Pingmei Co., Ltd. (601666.SH), increased his holdings in violation of regulations during the window
Pingmei Co., Ltd. (601666.SH) issued an announcement. Wang Yangwa, the company's employee director, used centralized bidding during the window period...
Open source securities: changes in iron and crude oil profits, high dividends and cyclical elasticity of coal are expected to resonate
The Zhitong Finance App learned that Open Source Securities released a research report saying that in the current economic and interest rate environment, capital pays more attention to the certainty of investment returns. High dividends and sustainability of coal are in line with capital allocation preferences, and the high dividend investment logic of coal stocks is still the main line. In addition to this, the cyclical flexible investment logic of coal stocks will also be repeated. Currently, the prices of thermal coal and coking coal are in the bottom range after the correction. Recently, the average daily production of iron and water has rebounded marginally and crude oil prices have remained at a high level, with favorable coal demand and price performance. The prices of the two types of coal are upward elastic. The main opinion of Open Source Securities is as follows: The average daily production of iron and water has reached an inflection point, and coal demand
Shanxi Securities: Prospects for medium- to long-term development of the coal industry from a dual carbon perspective
Before carbon peaked, coal supply and demand maintained a relative balance. The boom in the coal industry is conducive to volume and price guarantees for key coal companies, and the profitability of coal companies can be expected. After carbon peaking, it is expected that the transformation industry of some coal companies will become the main business, focusing on resource endowments and the layout of the transformation circuit.
Pingmei Co., Ltd. (601666.SH): The 2024 production and operation investment plan is 5.354 billion yuan
Pingmei Co., Ltd. (601666.SH) announced that in 2023, the company's and subsidiary production and operation investment plans are 53...
Haitong Securities: India's energy and steel consumption is expected to drive continued growth in coal demand
The Zhitong Finance App learned that Haitong Securities released a research report saying that India's local manufacturing and other policies are expected to drive India's industrialization and infrastructure demand, and energy and steel demand are expected to continue to prosper and grow, driving domestic coal consumption demand. As a result, India has taken many measures to increase the domestic coal production release process. However, the bank believes that infrastructure issues such as low labor productivity and logistics may still limit production release. In the future, as India's domestic thermal coal production increases and the share of imports is expected to decline, but coking coal is constrained by high domestic coking ash content, poor quality, and insufficient supporting washing capacity and willingness. In the future, it will still mainly rely on imported coke coal to support steel
Zhongtai Securities: The coking coal supply and demand pattern will continue to be tight, and the price center still has strong upward expectations
Zhongtai Securities said that in the long run, the supply and demand pattern for coking coal will continue to be tight, and high-quality coking coal resources will become more and more “sought-after,” and the price center still has strong expectations of rising prices.
Pingmei Co., Ltd. (601666.SH): It has spent 279 million yuan to buy back a total of 1.06% of the shares
Gelonghui, Feb. 29丨Pingmei Co., Ltd. (601666.SH) announced that as of February 29, 2024, the company had repurchased a total of 26.2412 million shares, accounting for 1.06% of the company's total share capital. The highest purchase price was 12.01 yuan/share, the lowest price was 9.76 yuan/share, and the total amount paid was 279 million yuan (excluding transaction fees such as stamp duty and transaction commissions).
Pingmei Co., Ltd. (601666.SH): The controlling shareholder implemented a plan to increase its holdings and completed a total increase of 1.0371 million shares of the company
Gelonghui, Feb. 29丨Pingmei Co., Ltd. (601666.SH) announced that from August 31, 2023 to February 28, 2024, China's Pingmei Shenma Group increased its total shareholding by 10.371 million shares through the Shanghai Stock Exchange trading system, accounting for 0.41% of the current total share capital of the company, with a transaction amount of 110 million yuan. The current plan to increase holdings has been implemented.
Cinda Securities: The boom cycle of the coal industry is still in the early to medium term and continues to be bullish on the coal sector
In 2024, the coal sector is expected to resonate with supply, demand, and valuation, further opening up upward space.
Pingmei Co., Ltd. (601666.SH): Some directors, supervisors and senior management increased their holdings by 294,500 shares
Gelonghui, February 22丨Pingmei Co., Ltd. (601666.SH) announced that as of the disclosure date of this announcement, some directors, supervisors and senior management had increased their holdings of the company's shares by 294,500 shares through centralized trading and bidding with their own funds, accounting for 0.012% of the company's total share capital at present. The current plan to increase holdings has been implemented.
Northeast Securities: Coal is undervalued and has high dividends, looking forward to a new boom cycle
2024 cycle bottomed out and rebounded
Pingmei Co., Ltd. (601666.SH): Subsidiary mines resume work and resume production
Gelonghui Co., Ltd. announced on February 1, Pingmei Co., Ltd. (601666.SH) announced that after the 1.12 accident at 12 of the company's 12 mines, 13 of the company's subsidiaries immediately stopped work and production of high-gas mines and coal and gas bursting mines to carry out special safety risk assessment and investigation of hidden accident hazards. Up to now, with the exception of the 12 mines, all other non-accident mines have been reported to the higher authorities for the record after being dispatched on-site by a higher competent department to guide the company to pass the inspection, and all have resumed work and resumed production.
Pingmei Co., Ltd. (601666.SH): A total cost of 279 million yuan to buy back 1.1% of the shares
Gelonghui, January 31 | Pingmei Co., Ltd. (601666.SH) announced that as of January 31, 2024, the company had repurchased a total of 26,241,182 shares, accounting for 1.10% of the company's total share capital. The highest purchase price was 12.01 yuan/share, the lowest price was 9.76 yuan/share, and the total amount paid was 278,712,737.15 yuan.
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