Coal and Consumable Fuels

China Coal Energy

China Coal Energy Indirectly Establishes China Coal (Suide) New Energy Co., Ltd.

China Coal Energy Sees Decrease in Coal and Other Product Output and Sales in April 2026

Citi Downgrades China Coal Energy's 2026 Profit Forecast

Morgan Stanley Raises Target Price for China Coal Energy to HKD 17.7

China Coal Energy Co. Renewed Associated Party Transaction Framework

China Coal Energy released FY2026 Q1 earnings on April 27 Pre-Market (BJT), actual revenue CNY 34.19 B (forecast CNY 40.22 B), actual EPS CNY 0.29 (forecast CNY 0.39)

China Coal Energy Issued The First Tranche Of Medium-Term Notes In 2026

CSRC Approves China Coal Energy's Issuance of Up to 5 Billion Yuan Corporate Bonds

China Coal Energy Releases 2025 Annual Report

China Coal Energy to Release FY2026 Q1 Earnings on April 27 Pre-Market (BJT), Forecast Revenue CNY 40.22 B, EPS CNY 0.39

China Zhongmei Energy Group and Huadong Institute Deepen Green Hydrogen Project Cooperation

China Coal Energy to Announce Earnings Report

General Manager Cong Li of China Coal Energy Co.'s Coal Business Sector Surrenders Amid Serious Disciplinary and Legal Violations

China Coal Energy Sees Both Coal Output and Sales Down in March

China Coal Energy reports March coal sales of 19.46 million tons

Successful Completion of Factory Power Supply Reception Work for Zhongmei Yuhuan Phase III Project

China Coal Energy's Controlling Shareholder Completes Share 增持

Goldman Sachs Raises Target Prices for Coal and Selected Steel Stocks, Adjusts Earnings Estimates for Cement Stocks

ZM Green Energy (Huanxian) New Energy Co., Ltd. Established

Zhongmei Guanjiaya Coal Industry Co., Ltd. Roof Collapse Accident with 4 People Trapped

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Citi has revised its earnings forecasts for CHINA COAL, lowering the 2026 forecast by 5% to RMB17.6 billion and raising the 2027 forecast by 2% to RMB16.2 billion. A new 2028 forecast of RMB16.8 billion has also been introduced. The target price has been cut from HKD18.2 to HKD16.6, while maintaining a Buy rating. The adjustments follow a decline in commercial coal output in Q1, attributed to mining and geological challenges, with expectations for improved output in subsequent quarters.

AASTOCKS News

CHINA COAL

Citigroup

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Citi Cuts CHINA COAL  TP to HKD16.6, Adjusts Earnings Forecasts

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M Stanley has rated CHINA COALas Overweight, citing better-than-expected earnings due to cost controls and a recovery in its coal chemical business. The firm anticipates a slight rise in mainland coal prices in 2026, driven by expected overseas supply disruptions and higher import prices. M Stanley has adjusted its EPS forecasts down by 3% for this year and 2% for next year, while raising the target price from HKD17.5 to HKD17.7.

Guotai CSI Coal ETF

Morgan Stanley

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M Stanley Rates CHINA COAL  Overweight, Expects Slight Rise in Mainland Coal Prices This Year

BOCI has raised the target price for CHINA COALfrom HKD10.78 to HKD11.76 while maintaining a Sell rating. The company's net profit for 1Q26 fell 3% YoY to RMB3.865 billion due to higher production costs and lower sales volume, despite an increase in realized coal prices. BOCI expects earnings to improve in the coming quarters and has raised its earnings forecasts for 2026-2028 by 9% to 10%.

BOCI Raises CHINA COAL  TP to HKD11.76, Maintains Sell

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China Coal Energy Co has renewed key connected transaction frameworks with its controlling shareholder, Shanxi Coking Coal, for the period from January 1, 2027, to December 31, 2029. These agreements cover coal supply, project design, finance leasing, and related services, ensuring compliance with Hong Kong Listing Rules. The renewal reinforces supply chain stability and access to financial resources but highlights reliance on related-party transactions, which investors will scrutinize for governance and fairness. The latest analyst rating for the stock is a Buy with a target price of HK$16.00.

Tip Ranks

Shanxi Coking Coal

China Coal Energy Renews Key Connected Transaction Frameworks Through 2029

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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

Lu′an EED

YNCE

YANKUANG ENERGY

PINGMEI COAL

HYNY

SHCI

SCIE

CSEC/China Shenhua

Shaanxi Heimao

hbky

SLSVC

XINJI ENERGY

ZHONGTAI SECURITIES

STOCKS | Coal Prices Near Key Threshold Amid Market Concerns

China Coal Energy (OTCMKTS:CCOZY) is set to announce its earnings on April 25, with analysts predicting earnings of $0.8790 per share and revenue of $5.6468 billion. The stock opened at $34.00, with a market cap of $22.54 billion and a P/E ratio of 8.54. Goldman Sachs upgraded the stock from "strong sell" to "strong buy," and it currently holds a consensus rating of "Strong Buy" among analysts. The company is a major coal producer in China, involved in coal mining and energy production.

Market Beat

Goldman Sachs

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China Coal Energy (CCOZY) Expected to Announce Earnings on Saturday

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36Kr learned that the Hang Seng Index opened down 0.71%, and the Hang Seng Technology Index fell 0.69%; the oil and petrochemical, and coal sectors led the gains, with Shandong Molong rising over 6% and China Coal Energy rising over 1%; the retail and defense military industry sectors saw the largest declines, with CIRRUS falling over 2% and JD HEALTH falling over 1%

36Kr

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC CSI Petrochemical Industry ETF

ChinaAMC Hang Seng Technology ETF(QDII)

E Fund CSI Petrochemical Industry ETF

CIRRUS

Hang Seng TECH ETF I

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Huatai-PB CSOP Hang Seng Technology ETF(QDII)

HSTECH ETF

JD HEALTH

SHANDONG MOLONG

CSOP HS TECH

Dacheng Hang Seng Technology ETF(QDII)

ISHARESHSTECH

Shandong Molong

The Hang Seng Index opened down 0.71%, and the Hang Seng Technology Index fell 0.69%

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

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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Goldman Sachs raised the target price for China Coal Energy to 16 yuan and increased its earnings forecast for coal stocks by 3% to 15%. Despite the decline in coal stock earnings, the unit coal profit met expectations. The earnings forecast for cement stocks was lowered by 7% to 53%, reflecting a weak construction market. Goldman Sachs maintains a "Buy" rating for China Coal Energy, CONCH CEMENT, and China National Building Material, while upgrading Maanshan Iron & Steel's rating from "Sell" to "Neutral," with the target price raised from 1.9 yuan to 2.5 yuan

AASTOCKS

CONCH CEMENT

Goldman Sachs raises profit forecasts for mainland coal stocks, increasing the target price for China Coal Energy to 16 yuan

China Coal Energy (SEHK:1898) reported weaker earnings for 2025, with sales of CNY 147.12 billion and a net income of CNY 17.88 billion, alongside a reduced final dividend proposal of RMB 0.217 per share. Despite a recent share price of HK$13.59, the stock is considered 6.7% overvalued against a fair value of HK$12.73. The company's elevated capital expenditures and sector shifts towards renewable energy may pressure future earnings. Analysts suggest mixed signals on valuation and dividends, urging investors to consider risks and potential upside.

Simplywall

Assessing China Coal Energy’s Valuation After Weaker Earnings And A Lower Final Dividend Proposal

China Coal Energy(601898.SH)

Citi Cuts CHINA COAL TP to HKD16.6, Adjusts Earnings Forecasts

M Stanley Rates CHINA COAL Overweight, Expects Slight Rise in Mainland Coal Prices This Year

BOCI Raises CHINA COAL TP to HKD11.76, Maintains Sell