One ride -ride, the market coal ETF (515220) has risen by more than 4% again

Today, the coal sector has once again become the focus of the market and leader. The coal ETF (515220) rose by more than 4%, leading the market. Since the beginning of this year, the coal sector has performed extremely brightly and has been considered by the industry to win a new energy sector.

On the morning of September 5th, the coal sector rose again, and Yan Mining energy rose more than 9%. Coking coal rose more than 6%, Liaoning Energy, Jizhong Energy, Jingyuan Coal Power, Shanghai Energy, etc.

In terms of news, according to the news of China National Railway Group Co., Ltd., in response to domestic public health prevention and control multi -point exfoliating and encountering continuous high temperature and drought weather and tight energy supply, relevant groups efficiently coordinate public health prevention and control and logistics insurance preparations for preparation. Chang, vigorously carry out special operations of electric coal insurance. From June 20th, since the start of the special operation of coal insurance, to August 31, the national railway has sent a total of 320 million tons of electric coal, an increase of 30%year -on -year; the national 363 railway direct power plants have 63.41 million tons of coal, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year, year -on -year The increase of 88%, which can consume 25.5 days, an increase of 10 days year -on -year.

On foreign countries, the world has set off a coal war, and coal prices have soared. Summer peak adjustment demand and the superimposed demand for heating in winter, it is expected to promote the further rise of coal demand. Under the influence of the European energy crisis, the high temperature of this summer and northern hemisphere and the lack of supply of non -coal energy have further highlighted the peak adjustment effect of coal.

Since the beginning of this year, the coal sector is definitely a dark horse in the capital market. As of September 5, the coal ETF (515220) rose more than 43%to lead the market.

The coal sector rises, and behind it is the logical support of various aspects such as performance, fundamentals, supply and demand relationships, and policies.

In terms of performance, according to CITIC Securities statistics, the main coal listed companies achieved a total of 144.1 billion yuan in net profit in the first half of the year, an increase of 109%year -on -year. Among the coal companies that have been announced by the semi -annual report, most companies have achieved great achievements. China Shenhua's realization of net profit attributable to listed companies was 411.14 billion yuan, an increase of 58.1%year -on -year; Yoshiko Mineral Energy's net profit attributable to listed companies was 18.037 billion yuan, an increase of 198.54%year -on -year; China Coal Energy's real profit was 13.377 billion yuan in net profit of listed companies 13.377 billion yuan , Year -on -year increased by 75.7%; Lai'an Ringneng (601699) realized the net profit attributable to a listed company of 5.849 billion yuan, an increase of 75.07%year -on -year ...

According to the analysis of CITIC Securities, the performance of the central report of coal listed companies is close to 110 %. It is believed that the industry's prosperity Q3 will maintain a high level, and Q4 will have further expansion. The performance of the coal sector has increased significantly, and the dividend rate is expected to increase. The sector has cost -effectiveness, and continues to recommend low -valuation, growth logic leading companies, and companies that transform new energy business.

Cinda Securities stated that the coal sector will enjoy the dividend of time. The systemic re -determination market has just begun. The current sector valuation has not fully reflected the degree of fundamental prosperity, and it has not reflected the continuity of the tightening of coal supply and demand and the rise in price hub. Value, high performance certainty and considerable dividend income make the coal sector "both offensive and defensive".

Minsheng Securities believes that it is currently in the early stages of the new round of the coal economy. The fundamental and policy -oriented resonance is resonated. At this stage, the coal plate is configured at the time. Considering that the cost of coal mining capital during the "Thirteenth Five-Year Plan" period is seriously insufficient, production capacity is reduced, and the production capacity of coal mine capacity is 4-5 years, and the domestic energy use power growth toughness is superimposed. It is expected that the coal price center may continue within 2-3 years. Upper. Grasp the high -quality coal companies with high barriers, high cash, and high -scorching, and welcome a historic market for a round of performance and valuation in the coal sector.

For the investment opportunities of the coal sector, investors can lay out coal stocks with one -click coal ETF (515220) to participate in coal stock markets.

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