Chinas A -share listed coal company in 2022 has risen to rise in the first quart

According to the recent 2022 annual report released by China A -share coal company and the first quarterly report of 2023, the net profit of the listed coal company has increased significantly last year. Although the net profit increase in the first quarter of this year has fallen, it still continues to rise.Essence

China News Agency reported that according to the statistics of open source securities, the total operating income of A -share coal listed companies in 2022 was about 1520.2 billion yuan (RMThe increase of 9.5%; the total net profit was about 243 billion yuan, a year -on -year increase of 56%.

In the first quarter of this year, A -share coal listed companies achieved total operating income of 373.6 billion yuan, an increase of 1.1%year -on -year; the total net profit was 62.6 billion yuan, a year -on -year increase of 5.5%.

As far as specific companies are concerned, the "industry leader" China Shenhua's revenue and net profit are still the first place in the industry.In 2022, China Shenhua realized revenue of about 344.533 billion yuan, an increase of 2.6%year -on -year; net profit was about 69.626 billion yuan, an increase of about 39%year -on -year.Simple estimation is equivalent to the daily profit of about 190 million yuan in Shenhua, China in 2022.

In the first quarter of this year, China ’s Shenhua realized revenue of about 87.042 billion yuan, an increase of 3.7%year -on -year; net profit was about 18.612 billion yuan.

Analyst Zhang Xucheng, an analyst of open source securities, analyzed that coal prices were influenced by the international political and crown disease epidemic in 2022, but the fundamentals of the coal industry are still in short supply.Corporate performance has achieved significant growth and the best profit performance of the history of the industry.

He said that due to the weak demand this year, the coal price continued the decline since the fourth quarter of last year, but the spot prices in some areas have obtained several bottom support and achieved rebound, indicating that spot coalPrice obtained bottom verification.

Looking forward to the future, Dongfang Jincheng analyst He Yang believes that with the continuous recovery of the Chinese economy in 2023, the power consumption of the whole society is expected to maintain the growth of power coal;Increasing financing support for housing enterprises is expected to promote stability of the production of raw iron and coke, which is conducive to boosting the demand for coking coal.

He Yang said that it is expected that the high -quality production capacity of power coal production areas will continue to be released in 2023, and the supply and demand for power coal will be slightly improved;Supply and demand will be tight, stacking international energy tensions and support for international coal prices. China's coal prices are expected to maintain a high level.