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Express News | Stabilizing supply and demand, the coal industry is expected to rebound from the bottom.
Hong Kong stock concept tracking | Coal imports remain high, sector may enter a new round of rebound in the short term (with concept stocks)
On November 7, the General Administration of Customs of China released import and export data, showing that the import volume of csi commodity equity index in October mostly increased, with soybean, henry hub natural gas, coal, and lignite leading the way.
Express News | Citic Securities: The coal sector may enter a new round of short-term rebound.
The overall net profit of the top three coal 'four heavenly kings' declined in the first three quarters, while the net profit of 'number one brother' Shenhua doubled quarter-on-quarter in Q3. | Interpretations
① Due to the downward impact of coal prices, the performance of coal listed companies in the first three quarters generally declined, but there was differentiation in Q3 performance; ② The industry generally believes that after bottoming out, the future trend of coal prices is expected to rebound, but the extent of the increase is limited.
The three major stock indexes in Hong Kong collectively closed higher, with steel stocks performing well.
① What news inspired the strengthening of real estate stocks? ② What is the reason for the rise of Mingchuang Premium? ③ Will the net inflow of capital to the South continue?
Morgan Stanley fund: What is the logic behind the coal rebound?
Morgan Stanley fund published an article stating that since late September, various national ministries and commissions have intensively proposed a series of measures to expand the mmf, stabilize the stock market, and support the real estate market, greatly boosting market confidence.
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