--- title: "Understanding the Market | Most coal stocks rose as coal prices quickly stopped falling and rebounded after the holiday. Seasonal demand release may open up upward space for coal prices" type: "News" locale: "en" url: "https://longbridge.com/en/news/261173117.md" description: "Most coal stocks rose, with Mongol Mining up 10.03%, SHOUGANG RES up 5.28%, and CHINA QINFA up 4.47%. GuoXin Securities predicts a rebound in coal prices in the second half of 2025, improving profits for coal companies, and that coal prices will have upward elasticity in the fourth quarter. After the holiday, coal prices stopped falling and rebounded, with strong seasonal demand potentially driving coal prices up. Datong Securities pointed out that the supply of thermal coal is affected by rainy weather, providing short-term support for rising coal prices, while coking coal is expected to continue its volatile trend due to low inventory during the peak demand season" datetime: "2025-10-15T03:57:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/261173117.md) - [en](https://longbridge.com/en/news/261173117.md) - [zh-HK](https://longbridge.com/zh-HK/news/261173117.md) --- # Understanding the Market | Most coal stocks rose as coal prices quickly stopped falling and rebounded after the holiday. Seasonal demand release may open up upward space for coal prices According to Zhitong Finance APP, most coal stocks have risen. As of the time of publication, Mongol Mining (00975) rose by 10.03% to HKD 13.6; Shougang Resources (00639) rose by 5.28% to HKD 2.99; China Qinfa (00866) rose by 4.47% to HKD 3.04; Yancoal Australia (03668) rose by 1.96% to HKD 28.04; and China Coal Energy (01898) rose by 1.8% to HKD 10.2. Guosen Securities released a research report stating that after the rebound in coal prices in the second half of 2025, coal companies' profits are expected to improve, and coal prices in the fourth quarter have upward elasticity. Coupled with the current market improvement, the coal sector has performed significantly worse than other sectors, and the bottom is clear, making the fourth quarter rebound in the sector promising. After the holiday, coal prices quickly stopped falling and rebounded, reflecting the continued strengthening of supply tightening expectations, raising the bottom for coal prices, and the release of demand during the peak season may open up upward space for coal prices. Datong Securities pointed out that in terms of thermal coal, during and after the Double Festival, continuous rainy weather has affected coal supply, with the Daqin Railway under maintenance, terminals starting winter storage, and the non-electric coal peak season advancing. In the short term, it is expected to jointly support the strengthening of coal prices. In terms of coking coal, downstream pig iron production remains high, and coking companies lack confidence in further price increases, maintaining a wait-and-see attitude. Additionally, October is still a peak demand season, and the total inventory of coal, coke, and steel is at a relatively low level, which still supports coal prices. In the short term, coking coal is expected to continue its volatile trend ### Related Stocks - [00639.HK](https://longbridge.com/en/quote/00639.HK.md) - [00866.HK](https://longbridge.com/en/quote/00866.HK.md) ## Related News & Research - [China Telecom's Shares Rise After Becoming Last of Country's Big Three Telcos to Roll Out Token Plans](https://longbridge.com/en/news/286859736.md) - [Key facts: Tata Steel strong Q4; Netherlands unit EBITDA-positive](https://longbridge.com/en/news/286842740.md) - [AI is not replacing workers on a large scale so far, says Bank of Canada](https://longbridge.com/en/news/286540351.md) - [Russian SMEs, banks and oil sector face mounting crisis](https://longbridge.com/en/news/286898713.md) - [China Travel International Expands Tourism Footprint with New Resorts and Qinghai Joint Venture](https://longbridge.com/en/news/286671362.md)