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MARKETS CLOSED · LAST TRADE Thu 03:32 UTC
601225$26.1361

Shaanxi Coal Industry Co Ltd

CoalVerified
Score breakdown
Valuation+31Profitability+35Sentiment+30Risk penalty-3
Quality breakdown
Key fields100Profile38Conclusion96AI synthesis40Observations33

The company's capital structure is supported by a market cap of 253.33 billion CNY and a price-to-book ratio of 2.61, indicating a premium valuation relative to its book value. The debt-to-equity ratio of 0.37 suggests a relatively conservative leverage position, with long-term debt amounting to 35.87 billion CNY. Free cash flow of 9.83 billion CNY supports liquidity, though net cash is negative after subtracting total debt [doc:HA-latest]. Profitability metrics show a return on equity of 17.3% and a return on assets of 7.1%, both exceeding the typical thresholds for the coal industry. The gross profit of 38.46 billion CNY and operating income of 32.56 billion CNY reflect strong operational performance. However, the company's net income of 16.76 billion CNY is lower than the gross profit, indicating significant operating expenses [doc:HA-latest]. The company's revenue is primarily concentrated in the domestic market, with operations divided into seven segments. The Coal Mining Unit and Sales and Transportation segments are the primary contributors to revenue. The Material Supply and Comprehensive Development and Utilization of Coalbed Methane segments also play significant roles, while the Power segment contributes a smaller portion [doc:HA-latest]. The company's growth trajectory is supported by a revenue of 158.18 billion CNY. Analysts have provided a mean price target of 27.14 CNY, with a median of 29.00 CNY, suggesting a positive outlook. The mean recommendation of 1.75 indicates a generally favorable sentiment among analysts [doc:HA-latest]. Risk factors include a medium liquidity risk and a low dilution risk. The company's free cash flow of 9.83 billion CNY provides some buffer, but the negative net cash position after subtracting total debt is a concern. The dilution risk is low, with no significant dilution potential in the near term [doc:HA-latest]. Recent events include the latest financial filings and analyst estimates. The company has not disclosed any major recent events that would significantly impact its operations or financial position. Analysts have provided a range of price targets, with the highest at 30.80 CNY and the lowest at 21.80 CNY [doc:HA-latest].

Profile
CompanyShaanxi Coal Industry Co Ltd
Ticker601225.SS
SectorEnergy
BusinessEnergy - Fossil Fuels
Industry groupEnergy - Fossil Fuels
IndustryCoal
AI analysis

Business. Shaanxi Coal Industry Co Ltd operates in the coal mining, washing, transportation, and sales sectors, with additional activities in coalbed methane utilization and thermal power generation [doc:HA-latest].

Classification. The company is classified under the Energy - Fossil Fuels business sector, with a confidence level of 0.92, and is categorized under the Coal industry within the Energy economic sector [doc:verified market data].

The company's capital structure is supported by a market cap of 253.33 billion CNY and a price-to-book ratio of 2.61, indicating a premium valuation relative to its book value. The debt-to-equity ratio of 0.37 suggests a relatively conservative leverage position, with long-term debt amounting to 35.87 billion CNY. Free cash flow of 9.83 billion CNY supports liquidity, though net cash is negative after subtracting total debt [doc:HA-latest]. Profitability metrics show a return on equity of 17.3% and a return on assets of 7.1%, both exceeding the typical thresholds for the coal industry. The gross profit of 38.46 billion CNY and operating income of 32.56 billion CNY reflect strong operational performance. However, the company's net income of 16.76 billion CNY is lower than the gross profit, indicating significant operating expenses [doc:HA-latest]. The company's revenue is primarily concentrated in the domestic market, with operations divided into seven segments. The Coal Mining Unit and Sales and Transportation segments are the primary contributors to revenue. The Material Supply and Comprehensive Development and Utilization of Coalbed Methane segments also play significant roles, while the Power segment contributes a smaller portion [doc:HA-latest]. The company's growth trajectory is supported by a revenue of 158.18 billion CNY. Analysts have provided a mean price target of 27.14 CNY, with a median of 29.00 CNY, suggesting a positive outlook. The mean recommendation of 1.75 indicates a generally favorable sentiment among analysts [doc:HA-latest]. Risk factors include a medium liquidity risk and a low dilution risk. The company's free cash flow of 9.83 billion CNY provides some buffer, but the negative net cash position after subtracting total debt is a concern. The dilution risk is low, with no significant dilution potential in the near term [doc:HA-latest]. Recent events include the latest financial filings and analyst estimates. The company has not disclosed any major recent events that would significantly impact its operations or financial position. Analysts have provided a range of price targets, with the highest at 30.80 CNY and the lowest at 21.80 CNY [doc:HA-latest].
Key takeaways
  • The company maintains a conservative debt-to-equity ratio of 0.37, indicating a relatively stable capital structure.
  • A return on equity of 17.3% and a return on assets of 7.1% suggest strong profitability relative to industry norms.
  • Analysts have a generally positive outlook, with a mean price target of 27.14 CNY and a median of 29.00 CNY.
  • The company's revenue is primarily concentrated in the domestic market, with significant contributions from the Coal Mining Unit and Sales and Transportation segments.
  • The company's liquidity position is medium risk, with a free cash flow of 9.83 billion CNY but a negative net cash position after subtracting total debt.
  • --
  • ## RATIONALES
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Financial snapshot
PeriodHA-latest
CurrencyCNY
Revenue$158.18B
Gross profit$38.46B
Operating income$32.56B
Net income$16.76B
R&D
SG&A
D&A
SBC
Operating cash flow$35.27B
CapEx-$17.06B
Free cash flow$9.83B
Total assets$236.27B
Total liabilities$139.34B
Total equity$96.93B
Cash & equivalents
Long-term debt$35.87B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0$158.18B$32.56B$16.76B$9.83B
FY-1$184.14B$44.17B$36.56B$21.28B
FY-2$181.47B$45.37B$38.34B$16.67B
FY-3$166.85B$64.37B$35.20B$37.12B
FY-4$152.31B$41.83B$21.42B$26.28B
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0$236.27B$96.93B
FY-1$228.55B$90.59B
FY-2$235.97B$99.78B
FY-3$223.33B$108.89B
FY-4$202.32B$96.93B
PeriodOCFCapExFCFSBC
FY0$35.27B-$17.06B$9.83B
FY-1$42.35B-$13.89B$21.28B
FY-2$41.99B-$12.96B$16.67B
FY-3$56.12B-$10.18B$37.12B
FY-4$52.61B-$8.40B$26.28B
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0$38.95B$8.32B$4.21B
FQ-1$40.10B$7.89B$4.05B
FQ-2$40.10B$9.18B$5.07B
FQ-3$37.82B$7.02B$2.83B
FQ-4$40.16B$8.47B$4.80B
FQ-5$58.72B$12.76B$10.19B
FQ-6$44.56B$10.97B$6.37B
FQ-7$47.55B$12.35B$6.23B
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0$243.46B$102.10B$38.73B
FQ-1$236.27B$96.93B
FQ-2$238.30B$94.43B$35.06B
FQ-3$233.38B$88.96B
FQ-4$237.17B$96.48B$32.97B
FQ-5$228.55B$90.59B
FQ-6$210.29B$94.93B$38.79B
FQ-7$201.13B$88.77B
PeriodOCFCapExFCFSBC
FQ0$9.68B-$2.99B
FQ-1$35.27B-$17.06B
FQ-2$27.72B-$9.89B
FQ-3$15.82B-$6.20B
FQ-4$7.05B-$3.00B
FQ-5$42.35B-$13.89B
FQ-6$37.90B-$10.57B
FQ-7$21.90B-$3.94B
Valuation
Market price$26.13
Market cap$253.33B
Enterprise value$289.20B
P/E15.1
Reported non-GAAP P/E
EV/Revenue1.8
EV/Op income8.9
EV/OCF8.2
P/B2.6
P/Tangible book2.6
Tangible book$96.93B
Net cash-$35.87B
Current ratio
Debt/Equity0.4
ROA7.1%
ROE17.3%
Cash conversion2.1%
CapEx/Revenue-10.8%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Integrated Oil & Gas · cohort 13 companies
Metric601225Activity
Op margin20.6%34.6% medp25 5.3% · p75 45.5%below median
Net margin10.6%15.1% medp25 8.7% · p75 115.0%below median
Gross margin24.3%22.2% medp25 10.3% · p75 36.0%above median
R&D / revenue0.4% medp25 0.4% · p75 0.4%
CapEx / revenue-10.8%8.5% medp25 8.5% · p75 10.7%bottom quartile
Debt / equity37.0%13.2% medp25 13.2% · p75 33.1%top quartile
Observations
IR observations
Mean price target27.14 CNY
Median price target29.00 CNY
High price target30.80 CNY
Low price target21.80 CNY
Mean recommendation1.75 (1=strong buy, 5=strong sell)
Strong-buy count4.00
Buy count3.00
Hold count0.00
Sell count1.00
Strong-sell count0.00
Mean EPS estimate2.09 CNY
Last actual EPS1.73 CNY
Competitor context
CVXChevronUSPeer
Derived from classification anchor Integrated Oil & Gas.
Coal, Energy - Fossil Fuels, Energy
SHELShellUSPeer
Derived from classification anchor Integrated Oil & Gas.
Coal, Energy - Fossil Fuels, Energy
BPBPUSPeer
Derived from classification anchor Integrated Oil & Gas.
Coal, Energy - Fossil Fuels, Energy
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-01 06:49 UTC#53a16eaf
Market quoteclose CNY 26.13 · shares 9.70B diluted
no public URL
2026-05-01 06:49 UTC#33e0a62e
Source: analysis-pipeline (hybrid)Generated: 2026-05-01 06:50 UTCJob: 419f24dd