According to a recent research report by Open Source Securities, Yankuang Energy's international thermal coal giant continues to advance, and low long-term cooperation and overseas business are cooperating to create high performance flexibility. The company is an international coal energy giant. Currently, it has formed diverse leading industries such as coal, coal chemicals, electricity and new energy. The 2026 coal cycle will rise, and the company's profits are expected to be fully released. In view of the rise in coal prices exceeding expectations, we raised the company's profit forecast for 2026-2028. We expect the company's net profit to be 194.52/219.69/25.984 billion yuan respectively in 2026-2028, EPS of 1.94/2.19/2.59 yuan, respectively. The PE corresponding to the current stock price is 10.2/9.0/7.6 times, respectively. Low Changxie+Overseas Business Co-Shaping Company has high performance flexibility, coal chemicals and electricity have further increased profits and maintained a “buy” rating.

According to a recent research report by Open Source Securities, Yankuang Energy's international thermal coal giant continues to advance, and low long-term cooperation and overseas business are cooperating to create high performance flexibility. The company is an international coal energy giant. Currently, it has formed diverse leading industries such as coal, coal chemicals, electricity and new energy. The 2026 coal cycle will rise, and the company's profits are expected to be fully released. In view of the rise in coal prices exceeding expectations, we raised the company's profit forecast for 2026-2028. We expect the company's net profit to be 194.52/219.69/25.984 billion yuan respectively in 2026-2028, EPS of 1.94/2.19/2.59 yuan, respectively. The PE corresponding to the current stock price is 10.2/9.0/7.6 times, respectively. Low Changxie+Overseas Business Co-Shaping Company has high performance flexibility, coal chemicals and electricity have further increased profits and maintained a “buy” rating.