Coal and Consumable Fuels

Lu′an EED

Lu′an EED released FY2025 Q4 earnings on April 26 (BJT), actual revenue CNY 6.72 B, actual EPS CNY -0.1422

Lu′an EED released FY2025 earnings on April 26 (BJT), actual revenue CNY 27.82 B (forecast CNY 33.15 B), actual EPS CNY 0.37 (forecast CNY 0.69)

Lu′an EED released FY2026 Q1 earnings on April 26 Pre-Market (BJT), actual revenue CNY 7.263 B, actual EPS CNY 0.24

Lu′an EED FY2026 Q1 Earnings Release Scheduled for April 24 Pre-Market BJT

Lu′an EED to release FY2025 earnings on April 24, 2026 (BJT), forecast revenue CNY 33.15 B, EPS CNY 0.69

Lu′an EED released FY2025 Q3 earnings on October 29 Pre-Market (BJT), actual revenue CNY 7.031 B, actual EPS CNY 0.0692

Lu′an EED released FY2025 9 Months earnings on October 29 Pre-Market (BJT), actual revenue CNY 21.1 B, actual EPS CNY 0.5192

Lu′an EED FY2025 Q3 Earnings Release on October 30, Pre-Market BJT

Lu′an EED released FY2025 Q2 earnings on August 27 Pre-Market (BJT), actual revenue CNY 7.101 B, actual EPS CNY 0.2299

Lu′an EED released FY2025 Semi-Annual Earnings on August 27 Pre-Market (BJT), Actual Revenue: CNY 14.07 B, Actual EPS: CNY 0.45

Lu′an EED FY2025 Semi-Annual Earnings Release on August 28, 2025 (BJT)

Luan Energy Penalized for 违规关联交易

Luan Environmental Energy Overstepped Expected Related Party Transactions Without Timely Disclosure

Kaiyuan Securities Rates Lu'an Ring Energy as Buy

Research Analyst Zhang Xucheng Publishes Report on Lu'An Eco-energy

Luan Mining Announces 7.18% Increase in Raw Coal Production in June 2025

Lu'an Ring Energy's ESG Rating Improved to BBB

Luanan Ring Energy Secretary Responds to Market Value Management Issues

Guotai Hexagon Securities Sets Target Price and Maintains Overweight Rating for Lu'an Huaneng

Luan Coal Energy's May 2025 Raw Coal Output Up 1.77% YoY

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On April 20, Du Cong, chief coal analyst at Zhongtai Securities, reported that thermal coal prices reached 769 yuan per ton, nearing the critical 800 yuan mark, with a weekly increase of 8 yuan. Coking coal prices rose by 70 yuan per ton due to strong non-electricity demand. Power coal consumption increased by 7% year-on-year, while coal inventories fell, indicating a supply-demand shift favoring sellers. Despite rising coal prices, stock prices have not increased, but a significant rise could present an investment opportunity.

CoinLive

HYMD

DYEC

JZEG

YNCE

YANKUANG ENERGY

PINGMEI COAL

HYNY

SHCI

SCIE

China Coal Energy

CSEC/China Shenhua

Shaanxi Heimao

hbky

SLSVC

XINJI ENERGY

Guotai CSI Coal ETF

ZHONGTAI SECURITIES

STOCKS | Coal Prices Near Key Threshold Amid Market Concerns

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A Goldman Sachs report indicates that if the Middle East conflict continues, high-income nations will leverage their purchasing power to secure energy, leaving low-income countries like Bangladesh and Pakistan at risk of supply disruptions and manufacturing shutdowns. High import costs are driving a global shift toward localized energy, leading to a structurally bullish outlook for solar power. Meanwhile, some nations in South and Southeast Asia, lacking the capability to rapidly deploy renewable energy, are reverting to coal, which is expected to receive sustained demand support over the coming years

- The ongoing Middle East conflict is reshaping the global energy landscape, favoring solar energy and coal as major beneficiaries.  
- High-income countries are leveraging their purchasing power to secure energy resources, while low-income nations like Bangladesh and Pakistan risk energy shortages due to rising import costs and competition.  
- The transition to localized energy sources is accelerating, with increased adoption of solar energy expected in the long term, but many South and Southeast Asian countries are reverting to coal amid difficulties in deploying renewable sources, sustaining global coal demand.

Wallstreetcn

Daqo New Energy

YANCOAL AUS

Jinko Solar

Huatai-PB CSI Photovoltaic Industry ETF

GCLSI

Shanxi Coking Coal

Penghua SSE STAR New Energy ETF

JHSCIC

JA SOLAR

Sungrow Power Supply

Aiko Solar

Range Global Coal Index ETF

HONGYUAN

CSI Solar

Guotai CSI Photovoltaic Industry ETF

GCL TECH

TRINA SOLAR

CHINA SHENHUA

Jinkosolar

Goldman Sachs: Three Key Revelations from the Middle East Energy Shock—Structurally Bullish on Solar, Strengthened Coal Demand, and Developing Countries Under Pressure

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36Kr learned that the three major A-share indices collectively closed lower, with the Shanghai Composite Index down 0.8%, the Shenzhen Component Index down 1.81%, and the ChiNext down 2.7%; CPO, lithium mining, and coal stocks led the decline, with Dekor falling over 10%, Guocheng Mining down over 8%, and Lu'an EED down over 6%; the automotive, CRO, and home appliance sectors saw significant gains, with YTCO and Asymchem hitting the daily limit, and Midea Group rising over 5%

36Kr

ChiNext

Asymchem

YTCO

Midea Group

Guocheng Mining

Shenzhen TRI

ChiNext Composite

Shenzhen Index

The three major A-share indices collectively closed lower, and the CPO concept declined

Recently, Lu′an EED-affiliated enterprises have invested tens of billions in resource allocation, attracting market attention. Since March, coal companies have frequently "grabbed mines" to expand their resource reserves. Research reports from multiple institutions point out that after experiencing a trough in its earnings season play in 2025, the coal industry is expected to usher in positive catalysts, with fundamentals likely to recover and rebound in 2026

Coal Companies' "Mine Grabbing" Continues to Heat Up, Energy Giants "Sweep Goods" with Tens of Billions

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The coal sector's upward momentum is expanding, with Zhengzhou Coal Electricity, China Coal Energy hitting the limit up, Yankuang Energy previously reaching the limit up, Shaanxi Heimao approaching the limit up, and Lu'an EED, JHSCIC, Shanghai Energy, DYEC, and others rising over 5%

SHANGHAI ENERGY

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The coal sector collectively surged, with China Coal Energy and SLSVC hitting the daily limit, while JHSCIC, Lu'an EED, SCC, MJNY, and Shaanxi Heimao followed suit

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The A-share coal sector fluctuated and strengthened, with SCC hitting the daily limit in the afternoon, followed by YANKUANG ENERGY, Lu'an EED, IMDTECL, HAOHUA ENERGY, and YNYW rising

HAOHUA ENERGY

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Lu'an EED announced that its subsidiary Yitian Coal Industry intends to purchase production capacity indicators from Gaohe Energy, Sijiazhuang Coal Industry, and Yangquan Wukuang, totaling 600,000 tons/year, for capacity replacement. The transaction cost is approximately 136 million yuan. This transaction constitutes a related party transaction but does not constitute a major asset reorganization. The transaction has been approved by the board of directors, with related directors abstaining from voting. The purpose of this transaction is to enhance the production capacity of Yitian Coal Industry from 1.2 million tons/year to 1.8 million tons/year

Zhitong

Lu'an EED: Subsidiary purchases coal production capacity replacement indicators, transaction cost approximately 136 million yuan

Lu′an EED(601699.SH)