GoldenOctober2024
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Jinshi data news on June 1st, Minsheng Securities released a research report stating that the contraction of supply and the superimposition of transportation will bring about a peak season of demand. It is expected that the short-term coal price will have support and the overall trend will still maintain a slow upward trend. If the above favorable information accelerates, the timing of the rapid increase in coal prices may be advanced from mid-July to June. In terms of zone allocation, considering the upward trend of coal prices, the expected recovery of production in Shanxi Province may benefit coal enterprises in the province with both quantity and price rising. It is recommended to focus on the zone allocation of Shanxi coal enterprises.

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