Understanding the Market | YANKUANG ENERGY rises over 5%, third-quarter commodity coal production increases by 4.92% year-on-year, Northwest Mining completes consolidation
YANKUANG ENERGY's stock price rose by more than 5%, with an increase of 5.15% as of the time of publication, trading at HKD 11.22, with a transaction volume of HKD 292 million. The company's announcement indicated that the output of commercial coal in the third quarter of 2025 was 46.03 million tons, an increase of 4.92% year-on-year; the sales volume of commercial coal was 45.82 million tons, an increase of 10.08% year-on-year. In the first three quarters, the output and sales volume of commercial coal were 135.89 million tons and 126.24 million tons, respectively. Despite a year-on-year decrease in operating revenue of 11.64% and a year-on-year decrease in net profit of 39.15%, the consolidation of Northwest Mining is expected to bring the company an increase of more than 30 million tons of coal, helping to achieve the target of 300 million tons of coal production capacity
According to Zhitong Finance APP, YANKUANG ENERGY (01171) rose over 5%, with a current increase of 5.15%, priced at HKD 11.22, and a trading volume of HKD 292 million.
On the news front, recently, YANKUANG ENERGY announced that in the third quarter of 2025, the output of commercial coal reached 46.03 million tons, an increase of 4.92% year-on-year; the sales volume of commercial coal was 45.82 million tons, an increase of 10.08% year-on-year; among which, self-produced coal sales were 44.19 million tons, an increase of 12.21% year-on-year. In the first three quarters of 2025, the output of commercial coal was 135.89 million tons, an increase of 6.90% year-on-year; the sales volume of commercial coal was 126.24 million tons, an increase of 2.43% year-on-year; among which, self-produced coal sales were 122.13 million tons, an increase of 4.50% year-on-year.
In terms of performance, YANKUANG ENERGY announced that from January to September 2025, the group achieved operating revenue of CNY 104.957 billion, a decrease of CNY 13.83 billion year-on-year, a decline of 11.64%; the net profit attributable to shareholders of the listed company was CNY 7.12 billion, a decrease of CNY 4.581 billion year-on-year, a decline of 39.15%. The basic earnings per share were CNY 0.71. Notably, Guohai Securities pointed out that in the first three quarters, the output of commercial coal from Northwest Mining was 25.07 million tons, an increase of 3.82 million tons year-on-year. If annualized, the consolidation of Northwest Mining is expected to directly contribute over 30 million tons of coal increment to the company. This consolidation will help the company achieve its target of 300 million tons of coal production capacity, further strengthening the competitive advantage of the company's coal sector
