Multiple favorable strikes to strike coal ETFs to continue the strong rise and lead the two cities

In the early morning, the two cities opened low, and the coal sector performed strongly. It led the market attack. The ETF (515220) of the relevant industry ETF (515220) rose more than 3%. From the perspective of the news, the coal sector is quite good and the multiple favorable strikes are coming.

Specifically, in the sector, Shaanxi coal industry rose more than 8%, Zhengzhou coal power rose more than 6%, and trendy energy, Shanghai Energy, Jinkong Coal Industry, Yan Mineral Energy, China Coal Energy, Shanxi Coking, China Shenhua stocks rose rising rising rising rising rising rises Essence

From a fundamental point of view, this week, listed companies have released the semi -annual report of 2022, and 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, a year -on -year increase of 198.54%; China Coal Energy's real profit was 13.377 billion yuan in net profit of listed companies. , 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 ... In the first half of the year, the performance growth of the sector mainly came from the year -on -year increase in coal prices in the first half of the year.

The first securities stated that the performance of most listed companies in the first half of the year has increased greatly year -on -year. Coal companies are currently operating well, with high dividends and low valuations. It is optimistic that the price center of coal prices has continued to rise. The performance of sectors throughout the year has greatly increased, and investment opportunities in the industry are continuously recommended.

From the perspective of the news, accelerate the improvement of security development capabilities. The bottom line of maintaining security development is an important prerequisite and guarantee for building a new development pattern. We must adhere to the overall national security concept, coordinate development and security, and timely and properly dispose of risks and challenges in various fields. We will improve the supply and storage and storage systems of oil, natural gas, coal, and electricity to ensure the safety of energy and strategic mineral resources.

CITIC Securities released a research report that the performance of the interim reporting of coal listed companies was nearly 110%, the industry prosperity Q3 will maintain a high level, and Q4 will have further expansion. The performance of the coal sector has increased significantly, the dividend rate is expected to increase, and the sector has cost -effectiveness.

On the demand side, global aspects, the demand for summer peak regulation 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.

Some media said that in order to prepare for the winter, the German people have begun to buy coal balls, which also shows that the public's concerns about the uncertainty of supply protection this winter, which means that more marginal demand for coal is favorable. The improvement of the demand for overseas markets and the steady improvement of coal prices have also brought some support to the domestic coal market.

Pacific Securities pointed out that in the long run, in the long run, demand is expected to maintain a stable growth in the background of energy safety in the context of energy safety. The coal price center is expected to move up in the future, superficial high dividends that have been superior to the entire industry, and long -term coal investment value is highlighted.

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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