At the beginning of January, I said that I would buy coal and power stocks at the end of January. If the market is to go up, it must rely on the linkage of coal and power. Another reminder at the end of January. We have compiled relevant stocks for your reference.

1. Jingyuan Coal and Electricity

Current price: 3.80, total market value: 8.534 billion, circulating market value: 8.522 billion, third quarter of 2021: 0.200

Main Operating business: mining, washing and sales of coal.

Business scope: Coal mining, washing and sales (limited to branches Wangjiashan Coal Mine, Weijiadi Coal Mine, Dashuitou Coal Mine, Baojishan Coal Mine, Red Cross No. 1 Coal Mine, Red Cross No. 4 Coal Mine Coal mines operate within the validity period of the license); production, sales, and maintenance of mechanical products, mining machinery, mining electromechanical products, and electric power equipment; power generation, power supply, and water supply; general cargo transportation; operation of dedicated railway lines; coal geological exploration and mapping Services; engineering surveying; wholesale and retail of building materials, chemical products, and Wujijiaodian; equipment leasing (excluding financial leasing); house leasing.

2. Shanxi Coal International

Current price: 10.28, total market value: 19.1 billion, circulating market value: 19.1 billion, third quarter of 2021: 0.880

Main business Business: Coal production and sales.

Business scope: coal mining; waterway general cargo transportation; ship inspection services; domestic ship management business; state-owned trading companies manage the import and export of goods; sales of metal materials; sales of non-metallic minerals and products; sales of mining machinery Sales of superconducting materials; sales of non-ferrous metal alloys; sales of electrical accessories; wholesale of hardware products; sales of construction steel products; sales of metal tools; sales of metal products; sales of chemical products; sales of plastic products; sales of rubber products; business management consulting; Asset management services invested with self-owned funds; engaged in international container ship and general cargo ship transportation; transportation equipment leasing services; ship towing services; ship leasing; ship sales; international ship management business; ship repair; lubricant sales; photovoltaic equipment and components Manufacturing; sales of photovoltaic equipment and components; solar power generation technical services; domestic shipping agency; import and export of goods; general cargo warehousing services (excluding hazardous chemicals and other items that require license approval).

3. Meijin Energy

Current price: 14.35, total market value: 58.7 billion, circulating market value: 54.6 billion, third quarter of 2021: 0.470

Main business Business: Engaged in the production and operation of coke and its products, coal, natural gas and coal bed methane

Business scope: development and investment of coking plants, coal mines and coal bed methane, wholesale and retail of coke, metal materials, building materials, daily necessities Sundries, labor protection supplies, processing and sales of coal, coke, cinder stone, magnesium metal, iron ore powder, pig iron, and freight forwarding services. Production, sales, and technology development of new energy vehicles and related equipment; operation, construction, and management of industrial parks and supporting facilities; production, transportation, storage of hydrogen, and investment, construction, and operation of gas stations and hydrogenation stations.

4. Jizhong Energy

Current price: 5.66, total market value: 19.2 billion, circulating market value: 15.8 billion, third quarter of 2021: 0.387

Main business Business: Coal production and sales.

Business scope: wholesale of coal; sales of the company’s self-produced cement, alkali-free glass fiber and products; sales of fly ash; loading and unloading services; solar power generation; wind power generation; housing and equipment rental; steel and Distribution of equipment accessories, hardware and electrical materials; import and export of goods and technology (except those restricted or prohibited by the state); wholesale and retail of metals and metal ores (except those prohibited by laws, regulations, State Council decisions or requiring pre-approval); the following Operations are limited to branch offices, and operations involving licenses can only be operated after obtaining a license: coal mining; open-pit mining of limestone for cement and sandstone for cement ingredients; coal washing; production of cement, alkali-free glass fiber and products, electricity, and steam; conferences, wedding etiquette, and Cleaning and laundry services; mining project contracting; retail of daily necessities, clothing, flowers, gifts, and pre-packaged foods; dinner (including cold dishes), accommodation services; tobacco retail; sewage treatment and sales of treated reclaimed water; mechanical equipment and parts, Design, manufacturing, installation, and maintenance of standard parts and mining products; ticket sales; sales of building materials, pig iron, iron powder, ferroalloys, electrical appliances, metal materials and products, valves, cables, coke, and bearings; bidding agency services.

5. Shanxi Coking Coal

Current price: 8.81, total market value: 33.2 billion, circulation market value: 33.2 billion, third quarter of 2021: 0.775

Main business : Coal production, washing, processing, sales and power supply, mine development, design and construction, mining and power equipment production and operation, etc.

Business scope: coal sales, washing and processing; power generation and supply; power procurement and sales; power facility transportation and repair; sales of power equipment and accessories; equipment cleaning; cleaning services; technology development, technology transfer, Technical consulting; laboratory testing; mechanical and electrical repair; material processing; energy-saving transformation; new energy management; mine development, design and construction; mining and power equipment production and operation; coal mining (branch branches only).

6. Power Investment Energy

Current price: 16.16, total market value: 28.9 billion, circulating market value: 26.6 billion, third quarter of 2021: 1.500

Main business Business: Production, processing and sales of coal products.

Business scope: production and sales of coal products; earth and stone stripping; geological exploration; engineering and cadastral surveying and mapping, coal operations; road general cargo transportation; mining equipment, engineering machinery, engines, motors, building materials, chemical products (Except hazardous chemicals), sales of metal materials (except specialty); installation and maintenance of electrical appliances; general machinery manufacturing; processing and distribution of electromechanical and mechanical parts; design and construction of dewatering and waterproofing and drainage; reuse of water resources; warehousing; housing, Mechanical and electrical products, mechanical equipment leasing; technical services, information consulting; humic acid production and sales; distributed photovoltaic power generation; development, investment, construction, operation and management of wind power generation, solar power generation, wind power heating and other clean energy projects. Coal mine engineering construction consulting; bidding agency; project quality inspection; heat purchase and sale.

7. Zhengzhou Coal and Electricity

Current price: 4.33, total market value: 5.093 billion, circulating market value: 5.093 billion, third quarter of 2021: -0.060

Main Operating businesses: coal production and sales, power generation and power transmission and transformation.

Business scope: coal production and sales (limited to branch operations); construction and services of enterprise-specific communication networks (limited to branch operations); enterprise information construction and services (limited to branch operations); communications Sales and services of products (limited to branch operations); power generation, transmission and transformation (for self-use); equipment installation (except for special provisions by the state); railway cargo transportation (for internal use of the enterprise); cargo loading and unloading; machinery manufacturing; Land reclamation; land leveling; mining construction engineering; sales: chemical raw materials and products (excluding flammable and explosive dangerous goods), general machinery, building materials, railway accessories; railway engineering construction; domestic trade; consulting services, information services, technology Services; equipment rental, house rental; human resources services; catering services. Internet access services business.

8. Orchid Science and Technology

Current price: 10.74, total market value: 11.4 billion, circulation market value: 11.4 billion, third quarter of 2021: 1.232

Main business Business: Production and sales of coal, briquettes, chemical products, and building materials.

Business scope: production and sales of coal (limited to affiliated enterprises with mining and production licenses), molded coal, molded coke, and building materials (limited to branches); coal safety management, coal Asset management, enterprise management services, coal safety technical services; processing, sales, and maintenance of mining mechanical and electrical equipment and accessories; computer network construction and software development and transfer; research, development and services of coal conversion and comprehensive utilization technology; scientific and technological information consulting services ; Urea, agricultural ammonium bicarbonate, chemical fertilizers, re-export: engage in the export business of the company's self-produced products and technologies and the import business of machinery and equipment, spare parts, raw and auxiliary materials and technologies required by the company (operating by state-restricted companies or prohibited Excluding imported and exported goods and technologies); coal washing and processing; production and sales of caprolactam polymer chips, 3 hydrogen peroxide disinfectants; production of hazardous chemicals: cyclohexanone, cyclohexane, cycloethylene, fuming sulfuric acid, sulfuric acid, hydrogen peroxide, Ammonia and hydrogen (for branch use only, subject to the "Safety Production License", valid until January 30, 2021); wholesale and operation of coal; manufacturing of chemical raw materials and chemical products (except hazardous chemicals); chemical products Wholesale (except hazardous chemicals); other warehousing services (except hazardous chemicals); coalbed methane surface mining, road cargo transportation.

9. Huayang Shares

Current price: 11.16, total market value: 25.7 billion, circulating market value: 25.7 billion, third quarter of 2021: 0.950

Main business Business: Coal mining, washing and processing, power generation and heating business.

Business scope: Mineral resource mining: coal mining; washing, processing, and sales (branch branches only); equipment leasing; wholesale and retail of automobiles (except cars), construction machinery accessories and materials; automobile repair; Car rental; road general cargo transportation; electricity production, sales, supply, installation (repair and testing) of electric power equipment (branch only); solar power generation business; photovoltaic equipment and components, battery manufacturing; flywheel energy storage technology and products R&D, production, sales, promotion and services; new energy technology promotion services; heat production, sales and supply; coal bed methane development, pipeline gas (branch only); coal bed methane power generation and sales; fly ash and gypsum production and sales ; Electrical appliance testing and inspection, coal quality testing, oil sample testing, mechanical and electrical maintenance; urban public transportation; provincial passenger charter, road passenger transportation.

10. Panjiang Shares

Current price: 7.28, total market value: 11.4 billion, circulating market value: 11.4 billion, third quarter of 2021: 0.480

Main business Business: Raw coal mining, washing, processing and sales.

Business scope: raw coal mining, coal washing and processing, special coal processing, comprehensive development and utilization of coal and associated resources, and sales of coal products and coke. The company's self-produced coal products, coke, special coal processing products and other products and related technologies. Coal products, raw and auxiliary materials, mechanical equipment, instruments, spare parts and related technologies required for the enterprise's production and scientific research; production and sales of electricity; manufacturing, repair, leasing and production services of mining mechanical and electrical equipment; mining mechanical and electrical equipment and Sales of accessories and materials; sales of chemical products and ferroalloy smelting; automobile transportation and sales of automobile parts; property management; unit logistics management services; trade and agency business, warehousing and distribution services, agency accounting, financial consulting, accounting services, and tax agency.

11. Anyuan Coal Industry

Current price: 3.19, total market value: 2.871 billion, circulating market value: 2.871 billion, third quarter of 2021: -0.031

Main business: coal mining and sales, float glass production, glass deep processing and bus manufacturing.

Business scope: coal mining, mineral washing and processing, sales of coal and products (the above three items are limited to branch operations); development and utilization of coalbed methane; import and export of goods and import and export agency; engaged in with own funds Investment activities; domestic trade agency; general cargo warehousing services; road cargo transportation; general equipment repair and special equipment repair; housing leasing and non-residential real estate leasing; natural science research and experimental development; information technology consulting services; power generation, transmission, and power supply business ; Emerging energy technology research and development; labor services; technical services, technology development, technical consultation, technology exchange, technology transfer, technology promotion; emergency rescue services; business training; various engineering construction activities; machinery leasing; safety technology training for special operations personnel; Contracting, repairing and testing of electric power facilities; sales of electric power facilities and equipment; management of private equity investment funds and venture capital fund management services; engaging in activities such as equity investment, investment management and asset management with private equity funds.

12. Shanghai Energy

Current price: 10.16, total market value: 7.104 billion, circulating market value: 7.104 billion, third quarter of 2021: 0.860

Main business : Coal mining, washing and processing, coal sales, railway transportation (limited to coal mine-specific railways within the jurisdiction), thermal power generation, rolling processing, production and sales of aluminum and aluminum alloys, etc.

Business scope: coal mining, washing and processing, coal sales, railway transportation, manufacturing, maintenance and sales of mining equipment, washing equipment, transportation equipment, general machinery, electrical machinery and equipment, industry Investment, domestic trade general cargo transportation, construction engineering machinery repair, technology development and transfer, goods and technology import and export business, self-owned house rental, shuttle bus passenger transportation and automobile overhaul, maintenance, minor repair, assembly repair, thermal power generation, electricity, Heat supply, operation, maintenance and technical services of electricity and heat production and supply equipment. Dangerous goods Class 2 item 1, dangerous goods Class 2 item 2, dangerous goods Class 3, dangerous goods Class 8 transportation, rolling processing of aluminum and aluminum alloys Production, sales, and oxygen filling.

13. ST Continent

Current price: 2.37, total market value: 1.946 billion, circulating market value: 1.946 billion, third quarter of 2021: -0.081

Main business Business: development of motorcycle industrial village, production and operation of motorcycles and engine parts; technology development, property management; import and export business.

Business scope: development of motorcycle industrial village; comprehensive development of tourism; comprehensive agricultural development and operation; production and operation of motorcycles and engine parts; construction of indoor and outdoor decoration projects; high-tech development; general mechanical parts, Sales of electronic products, hardware tools, e-commerce, daily necessities, stationery and sports supplies, textiles, rubber products, building materials, mineral products (except franchises), chemical raw materials and products (except franchises), agricultural and sideline products; production and operation of bicycles and accessories ; Production and operation of agricultural machinery and its accessories, internal combustion engines and its accessories; food operation.

14. Yunwei Shares

Current price: 3.56, total market value: 4.215 billion, circulating market value: 4.215 billion, third quarter of 2021: 0.012

Main business Business: Production, processing and sales of polyvinyl alcohol, cement and related raw materials, semi-finished products and other products.

Business scope: sales of chemical and chemical fiber materials, cement, oxygen products, wholesale, retail, purchasing and sales of machinery, electromechanical, hardware, and metal materials; automobile freight transportation, automobile maintenance operations; self-production of operating enterprises Export business of products and technologies, import of raw and auxiliary materials, instruments, mechanical equipment and technologies required by the enterprise; sales of soda ash and ammonium chloride; retail of fertilizers; sales of coal, coke sales; petroleum coke sales; soybean meal sales; iron ore Sales of minerals; sales of non-metallic minerals and products, copper ores, control cabinets, commercial brokerage business, recycling and sales of scrap metal products (operating with a license if industry approval is involved).

15. Shanxi Coking

Current price: 5.67, total market value: 13.7 billion, circulating market value: 13.7 billion, third quarter of 2021: 0.721

Main business : Production and sales of coke and related chemical products.

Business scope: production, sales, and operation of coke and related chemical products, ammonium sulfate, and methanol; operating the export of the company's self-produced products and technologies; operating raw and auxiliary materials and instruments required for the company's production Import of instruments, mechanical equipment, spare parts and technology; operating processing of supplied materials and "three to one supplement" business, production and sales of synthetic ammonia, urea, compressed nitrogen, compressed oxygen, production of washed coal, production and sales of woven bags, and contracting Processing and manufacturing of chemical equipment and parts; equipment maintenance; anti-corrosion and insulation; railway transportation; automobile transportation; economic information services; technical consulting; investment consulting; hotel catering, conference training; leasing business; waste heat power generation.

No recommendation or implication is made. Investment is risky, so be cautious when entering the market.