Golden Ten Data, 5 December - Guotai Junan Securities research report believes that looking ahead to 2025, "steady state" is still the key word for the coal industry, and the coal price has a bottom and no fear of a slight weakening of supply and demand. It is estimated that the coal supply will be slightly higher than demand by about 1.2% in 2025, slightly higher than 0.9% in 2024, and the central coal price may slightly decline. The bottom of the coal price of 800 yuan/ton is clear and the certainty is still strong. The investment strategy of dividends is still the core of the region, and the clarity and predictability of the profitability of Lider enterprises will continue to increase in 2025 when the central coal price is still stable; under the background of the policy side's continued expectation of adding code, the core of the region is coking coal bölge.
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Guotai Junan: 2025 kömür fiyatı merkezi yine istikrarlı kalacak, lider şirketlerin karlılığı artmaya devam edecek.
Golden Ten Data, 5 December - Guotai Junan Securities research report believes that looking ahead to 2025, "steady state" is still the key word for the coal industry, and the coal price has a bottom and no fear of a slight weakening of supply and demand. It is estimated that the coal supply will be slightly higher than demand by about 1.2% in 2025, slightly higher than 0.9% in 2024, and the central coal price may slightly decline. The bottom of the coal price of 800 yuan/ton is clear and the certainty is still strong. The investment strategy of dividends is still the core of the region, and the clarity and predictability of the profitability of Lider enterprises will continue to increase in 2025 when the central coal price is still stable; under the background of the policy side's continued expectation of adding code, the core of the region is coking coal bölge.