Publicado: Oct 22, 2023 17:09
Xingye Securities research report pointed out that in terms of power coal, under the normalization of stricter supervision by the safety supervision, the coal production in the main production areas has recovered slowly; with the heating from north to south, it is expected that downstream procurement demand will gradually be released, supporting the stable operation of coal prices. For coking coal, the price of production areas followed the marginal decline of iron ore production, while the safety supervision in the supply side is still strict, and the supply tension will continue, and the coking coal price will still be supported. At present, the valuation of coal plate is still at a low level. It is recommended to pay attention to the leading stocks with high dividend and marginal upward momentum.

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