The main listed companies in the industry: yankuang energy (600 188), China Shenhua (60 1088), jinkong coal industry (60 100 1), Shaanxi coal industry (60 1225).
Industry development prospect and trend forecast
1, intelligent, "green and low carbon" transformation, releasing high-quality production capacity
Judging from the number of documents in China's coal industry, intelligence accounts for more than 1/3, and with the increasing emphasis on policies, all major producing areas are laying out intelligent working faces. In addition, China's coal industry is currently in a period of high-quality development. In response to the call of "3060" double carbon policy, the coal industry has gradually transformed to "green and low carbon" to promote the development of high-quality production capacity and eliminate inferior production capacity. Furthermore, in recent years, the relevant departments have established a long-term mechanism of "benchmark price+fluctuation" in the coal market price, and the elasticity of coal price in China may gradually weaken.
2. The market size of the coal industry in the future may reach 3.5 trillion yuan.
According to "Guiding Opinions on High-quality Development of Coal Industry in the Tenth Five-Year Plan", the growth rate of coal consumption in China will remain at around 65,438+0% in the future. In addition, in view of the fact that coal is an irreplaceable fuel and raw material for electric power, steel, building materials, chemical industry and other industries in the short to medium term, although the market size of China's coal industry will increase explosively by 5438+0 in 2026, it will stabilize as a whole in the medium and long term, and it is estimated that the scale of coal industry will reach 3.5 in 2027.
For more research and analysis on this industry, please refer to the Analysis Report on the Development Prospect and Investment Strategic Planning of China Coal Industry by Prospective Industry Research Institute.