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Review of the coal industry performanceSurat Stock
This week, the coal plate has risen slightly, the decline in coal prices has slowed down, and the negative feedback stage is about to end.The operating rate of the coal mines in Jin, Shaanxi has decreased for two consecutive weeks, and the operating rate of Shanxi Coal Mine has declined significantly, reflecting the supervision effect.The Daqin Railway (601006) is about to take a month -long maintenance, and the daily transport volume is expected to remain at about 1 million tons.India predicts that its future temperature will be higher, and the demand for electricity may be a record.
Investment logic of the coal industry
At the stage of coal prices, the dividend rate increased, and the value of allocation of allocation appeared.The domestic power coal quotation has decreased slightly, and the price of coal prices in place is basically stable.With the arrival of the peak construction season, the operating rate of non -electrical coal and the operating rate of metallurgy steelmaking industry chain is expected to rise.The spot price of coal is expected to gradually stabilize.As the basis for the configuration of the coal sector, the price of power coal is the reconstruction of coal stocks.The current macroeconomic weakness is weak, and high dividends have become the first choice for fund allocation.Hyderabad Wealth Management
Coal price trend analysis
The price of power coal will remain stable, and the possibility of a sharp rise in the future.Although the current coal price is weak, there is strong support.The ratio of coking coal prices to power coal prices can be used as a reference, and the current price is close to the support point.
Coal plate configuration strategyVaranasi Investment
High dividends and low valuations of coal stocks are two important dimensions of allocation.If the stock price goes up, the dividend rate will fall, bringing investors to gain capital.The cyclical elasticity of coal stocks will also attract the attention of cyclical funds.
Pay attention to the risk of economic growth, the risk of importing coal, and the risk of accelerating the replacement of new energy.Bangalore Investment
(Editor in charge: Liu Chang)
Hyderabad Stocks
