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In March, the output of industrial raw coal from designated enterprises was 0.44 billion tons, a year-on-year increase of 9.6%.
In March, the output of raw coal from industrial enterprises reached 0.44 billion tons, a year-on-year increase of 9.6%, with an average daily production of 14.21 million tons. The growth rate of raw coal production has accelerated.
Hong Kong stock Concept tracking | New Indonesian policy regulations will lead to an increase in the tax rate for coal export mining rights. Leading coal enterprises have high Asset quality (with relevant Concept stocks attached).
The new regulations in Indonesia have increased the tax rate on coal export mining rights by 1%.
[Brokerage Focus] CITIC SEC: The new generation of coal and electricity upgrades will contribute to the construction of a new type of Electrical Utilities system.
Jinwu Financial News | CITIC SEC Research Reports indicate that the impact of New energy Fund power generation is increasing, resulting in higher demands for coal power, which plays a fundamental role in the electrical utilities system, pushing for coal power upgrades to assist in the construction of a new type of electrical utilities system. The "New Generation Coal Power Upgrade Special Action Implementation Plan (2025–2027)" covers existing, newly constructed, and demonstration units, adding new indicators or enhancing current indicator requirements, leading to coal power upgrades; it also specifies that energy authorities in provinces and cities should formulate action plans tailored to their regions, controlling the pace independently; by collaborating with the New energy Fund, improving ancillary service markets, and issuing REITs.
Xiangcai Securities: In March, the production of raw coal accelerated while the import volume declined, and it is expected that the Coal market will continue to exhibit a weak and stable trend.
In the future, the inflow of low calorific value Coal may be restricted through quality standards and quota management, and the volume of Coal imports may accelerate in decline later.
Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.
In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.
Hong Kong stock Concept tracking | Currently, coke has begun the first round of price increases, and the Coal dividend defense remains strong (with related stocks attached).
Under trade friction, the intensification of market fluctuations will lead to a greater preference for certain dividend Assets.
