The first faucet of "coal" has been sleeping for 5 years!It is planned to transfer 8 to 40 to 9, which is expected to be from 5 yuan to 63 yuan
Recently, under the influence of the cold wave, heavy snow has fallen in many places in China, and the temperature has dropped relatively quickly, which has affected the cold automobile transportation in the mining area, and further increased the demand for heating electricity for the terminalIt has brought good news to the market, and the bullish expectation of coal prices has risen.
According to the "Xi" of A-shares, the colder the weather, the more vigorously a plate "burns", it is "coal", and the coal sector has continued to strengthen in recent times, and some ** have even walked out".Connecting the board".momentum.
The reason behind it is also very simple, as soon as the weather is cold, the heating demand of the big guys increases, and the demand for coal also rises.
Every heating season, the coal sector becomes the focus of attention. With the arrival of a new round of cold wave weather, listed companies in the coal industry have said that they will go all out to "increase production and ensure supply", which is also an important reason for the recent popularity of the coal sector.
In addition, there are actually multiple factors behind the start of the coal sector
1) Demand Growth:In October this year, the power generation of the whole society increased by 52%, thermal power growth；In the first 10 months, the cumulative increase in power generation of the whole society, of which thermal power has grown cumulativelyIn the context of steady economic growth, the demand growth of the coal industry is resilient.
2) Energy Security:As we all know, in the energy system, new energy is the general trend, andSafe, stable and low costof coal-fired power plants plays the role of "back-up" to ensure the smooth operation of the energy system.
3) Thermal coal** stopped falling and stabilized:Thermal coal** is the basis of the performance of all coal companies, so thermal coal** is considered to be allocated to the coal sector"Weather vane".。With the opening of the heating season, the increase in heating electricity consumption, there is a possibility of further increase in coal consumption in power plants, driving the continuous release of market demand, and thermal coal** has also stopped falling and stabilized recently.
Therefore, after an in-depth review, the hermit has selected "5 "Coal" Potential Leaders", especially the last one, which is expected to usher in a wave of price increases!
1. Wing energy
A leading coal enterprise in North China, its coal products are coking coal and thermal coal. The company has excellent coking coal resources, is located in Hebei, and has obvious advantages in coal transportation.
2. Hengyuan coal power
The company is mainly engaged in coal mining, washing, processing, sales and other businesses. In addition, a new patent has been obtained to realize the filtration and collection of pulverized coal.
3. Shanxi coking
It is one of the largest metallurgical coke production and export enterprises in China, an independent coking leading enterprise, with a complete coal coking industry chain and a complete coal coking industry chain.
4. Orchid science and technology
The leading high-quality anthracite coal is mainly produced in the largest anthracite base in the country. And the company's "coal mine virtual reality training system development" has reached the international advanced level.
5. The most optimistic one of the hermits ushered in a price boom!
Clause. First, the subdivision leader, the company's independent research and development of coal production technology characteristics in the country at the leading level, coal accounted for up to 80%, the industrial chain is perfect.
Second,The stock price is less than 6 yuan, with a total market value of about 5 billionThe bottom limit is broken through, and funds are favored, the bottom of the rush to raise nearly 400 million.
Clause. Third, from a technical point of viewOne yang wears many evens, the chips are concentrated, and the monthly line is a strong golden fork, a new round of main promotion ** is imminent.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##