--- title: "Understanding the Market | Coal stocks are active again, with favorable supply and demand conditions; institutions are optimistic that coal prices are expected to continue rising" type: "News" locale: "en" url: "https://longbridge.com/en/news/264351592.md" description: "Coal stocks are active again. As of the time of writing, China Coal Energy is up 4.01%, trading at HKD 11.93; KINETIC DEV is up 3.16%, trading at HKD 1.63; YANKUANG ENERGY is up 2.8%, trading at HKD 11.38; China Shenhua is up 0.87%, trading at HKD 41.62. Recently, driven by increased winter coal demand and supply constraints, coal prices have risen. Founder Securities pointed out that the current tightening of supply in the coal industry has become an investment theme. In the fourth quarter, with the peak winter demand approaching, the situation of coal supply exceeding demand is expected to be reversed, and coal prices are likely to continue to rise. Along with supply contraction and increasing demand, the coal supply-demand pattern may improve, and there may also be restrictions on imported coal in the future. The firm believes that Shenhua and China Coal, which have a high proportion of long-term contracts, have strong performance stability. If coal prices continue to rebound, the undervalued and elastic stock YANKUANG ENERGY (Hong Kong stock) is also expected to welcome valuation recovery" datetime: "2025-11-05T06:09:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/264351592.md) - [en](https://longbridge.com/en/news/264351592.md) - [zh-HK](https://longbridge.com/zh-HK/news/264351592.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/264351592.md) | [繁體中文](https://longbridge.com/zh-HK/news/264351592.md) # Understanding the Market | Coal stocks are active again, with favorable supply and demand conditions; institutions are optimistic that coal prices are expected to continue rising According to the Zhitong Finance APP, coal stocks have become active again. As of the time of publication, China Coal Energy (01898) rose by 4.01% to HKD 11.93; KINETIC DEV (01277) rose by 3.16% to HKD 1.63; YANKUANG ENERGY (01171) rose by 2.8% to HKD 11.38; China Shenhua Energy (01088) rose by 0.87% to HKD 41.62. On the news front, recently, driven by increased demand for coal in winter and supply constraints, coal prices have risen. Founder Securities pointed out that the current tightening of the supply side in the coal industry has become an investment theme. With the peak winter demand in the fourth quarter, the situation of oversupply in coal is expected to be reversed, and coal prices are also expected to continue to rise. Along with supply contraction and demand increase, the coal supply and demand pattern may improve, and there may also be prospects for restrictions on imported coal. The firm believes that Shenhua and China Coal, which have a high proportion of long-term contracts, have strong performance stability. If coal prices continue to rebound, the undervalued and elastic stock YANKUANG ENERGY (Hong Kong stock) is also expected to welcome valuation recovery ### Related Stocks - [China Coal Energy (601898.CN)](https://longbridge.com/en/quote/601898.CN.md) - [CHINA COAL (01898.HK)](https://longbridge.com/en/quote/01898.HK.md) - [KINETIC DEV (01277.HK)](https://longbridge.com/en/quote/01277.HK.md) - [China Shenhua Energy Company Limited (CSUAY.US)](https://longbridge.com/en/quote/CSUAY.US.md) - [CSEC/China Shenhua (601088.CN)](https://longbridge.com/en/quote/601088.CN.md) - [CHINA SHENHUA (01088.HK)](https://longbridge.com/en/quote/01088.HK.md) - [YANKUANG ENERGY (600188.CN)](https://longbridge.com/en/quote/600188.CN.md) - [YANKUANG ENERGY (01171.HK)](https://longbridge.com/en/quote/01171.HK.md) ## Related News & Research - [China Shenhua posts audited 2025 results and plans RMB22.34bn dividend amid industry risks](https://longbridge.com/en/news/281061851.md) - [China Shenhua Sets 2026 Plan to Boost Value, Output and Technological Edge](https://longbridge.com/en/news/281061064.md) - [Banaszak warns against Merz's considerations on delaying coal phase-out](https://longbridge.com/en/news/280886347.md) - [Tata Steel Limited Faces Demand Notice From District Mining Officer Dhanbad For Alleged Excess Coal Production Of INR 3,851.9 Million](https://longbridge.com/en/news/281052299.md) - [18:55 ETCoal-Fired Pizza Explained in HelloNation Featuring Pizza Expert Ben Boggess](https://longbridge.com/en/news/281262935.md)