The demand for coal is strong and the price rises many coal companies to forecast the net profit in the first half of the year

On the evening of July 11, the 2022 semi -annual performance forecast released by the coal industry and other listed companies in the coal industry of Jinzhong and Shanxi coking coal industry showed that the performance of relevant listed companies has increased significantly than factors such as the strong demand in the coal market and rising prices.

Lin Boqiang, the dean of the China Energy Policy Research Institute of Xiamen University, told the Securities Daily reporter that "In the first half of 2022, the high -quality coal production was released rapidly with the promotion of the policy stability policy, and the performance of related companies would increase significantly. Still in a state of tight balance, coal companies should seize the current opportunity period to achieve corporate development and transformation. "

From January to June 2022, the Jinkong Coal Industry is expected to achieve a net profit of about 2.3 billion yuan, an increase of about 940 million yuan, an increase of about 70%year -on -year; Yuan, a year -on -year increase of 175%to 205%; Panjiang's net profit is expected to achieve net profit of 1.2 billion yuan to 14 billion yuan, an increase of 159.74%to 203.03%year -on -year; Yuan, a year -on -year increase of 164.90 to 208.30%.

Regarding the reasons for its high growth in the first half of 2022, relevant listed companies have stated that they are affected by favorable factors such as the strong demand of coal market and rising prices. Panjiang stated that in the first half of 2022, due to factors such as market supply and demand relationships, coal prices were running high, and the company's coal sales price increased significantly compared with the same period of the previous year. At the same time, the company has elaborate production, the production capacity of coal is gradually released, and the sales of commercial coal production have increased from a certain increase compared with the same period last year. Shanxi Coke Coal said that due to factors such as strong demand in the coal market and rising prices, the company's coal products have increased significantly year -on -year. Jinkong Coal Industry said that due to the high operation of coal prices, the company's coal prices increased year -on -year, which led to a greater increase in the company's current performance.

Yang Jie, a researcher at the Easy Coal Research Institute, told the "Securities Daily" reporter, "From the perspective of specific data, the national coal production increased by 10.4%from January to May 2022, from January to June 2022 to June Growing 51%. Rising volume and price is the main reason why coal companies have achieved high performance. "

"For enterprises, this stage is a rare period of transformation." Yang Jie said, "At present, domestic capacity is still in a period of release, and energy prices are also at a historical high. Coal companies should seize opportunities and ensure safety production and long border bonds. Under the premise of supply, promote technological reform, cost reduction and efficiency, and expand profits. Under the goal of 'double carbon', coal companies need to increase the proportion of clean energy investment. "

Regarding the development trend of the coal industry in the second half of the year, Lin Boqiang believes that "the National Development and Reform Commission has clearly proposed the behavior of severe cracking down on hoarding, raising prices, and release of false price information, and effectively promoting the orderly operation of the spot market price of the spot market in the coal period. The growth rate of industry performance may slow down, but the high prosperity of the coal industry will continue in the future. "

Reporter Zhang Min, a trainee reporter Liu Zhao

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