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China's largest coal mining company, also generating electricity and running railways and ports to move its coal, majority state-owned.
China's largest coal mining company, also generating electricity and running railways and ports to move its coal, majority state-owned.
Sells coal mainly to utilities, largely under long-term contracts at prices linked to market indexes, and runs its own railway, ports and ships to deliver it, so the logistics chain is part of the product. Its power plants burn some of its own coal. CHN Energy, a state-owned group, is the controlling shareholder. These Shanghai shares and the Hong Kong ones are the same company.
In one line: China's Peabody Energy combined with a rail/power utility.
Moat: wide (scale, installed base, regulatory licence). State-owned vertically integrated coal-to-power-to-logistics chain with China's largest coal reserves.
Headquarters: Beijing, China · Founded: 1995 · Employees: 91,392
Size China Shenhua Energy (601088.SS) is a China Energy company (Coal) with a market value of $151B, the 11th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥48.54 on 6 Nov 2026.
Performance Over six months the shares gained 1.1%, against -10.2% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 13.2% over the last twelve months (peer median +1.9%); the operating margin is 24.5% (peer median 12.9%).
Valuation It trades at 16.9× forward earnings against a peer median of 11.0× (most expensive of 20).
Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | n/a | CN¥293B | CN¥338B | CN¥341B | CN¥342B |
| Revenue growth | — | -13% | -1% | 0% | — |
| Gross profit | n/a | CN¥101B | CN¥113B | CN¥120B | CN¥131B |
| EBITDA | n/a | CN¥94.5B | CN¥105B | CN¥112B | CN¥119B |
| Net income | n/a | CN¥52.8B | CN¥55.8B | CN¥59.7B | CN¥69.6B |
| Free cash flow | n/a | CN¥31.1B | CN¥56.9B | CN¥57.2B | CN¥84.9B |
| Capital expenditure | n/a | CN¥48.4B | CN¥37.7B | CN¥37.1B | CN¥28.7B |
| Total debt | n/a | CN¥39.6B | CN¥53.2B | CN¥39.4B | CN¥57.4B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| China Shenhua Energy 601088.SS | $151B | +1% | -13% | 24% | 16.9× | n/a |
| China Coal Energy 601898.SS | $22.6B | -31% | -4% | 18% | 9.2× | -17.0% |
| Yankuang Energy 600188.SS | $20.4B | -27% | +21% | 15% | 10.3× | -0.7% |
| Peabody Energy BTU | $1.95B | -32% | +3% | -4% | 6.3× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 601088.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.2% | -6.8% | highest of 21 |
| 6-month return | +1.1% | -10.2% | 3rd highest of 21 |
| Distance from 52-week high | -6.7% | -24.6% | highest of 21 |
| Revenue growth (TTM) | -13.2% | +1.9% | lowest of 21 |
| Operating margin | 24.5% | 12.9% | highest of 21 |
| Forward P/E | 16.9× | 11.0× | most expensive of 20 |
| Net debt / EBITDA | -0.6× | -0.1× | 3rd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China Shenhua Energy 601088.SS | China | $151B | +1% | -13% | 24% | 16.9× | n/a | n/a |
| China Shenhua 1088.HK | Hong Kong | $155B | -4% | +34% | 23% | 12.7× | -8.1% | +4.1% |
| Shaanxi Coal Industry 601225.SS | China | $37.6B | -1% | -8% | 22% | 11.1× | -15.1% | +10.7% |
| China Coal Energy 1898.HK | Hong Kong | $23.8B | -25% | -11% | 15% | 5.9× | -10.2% | +0.3% |
| Yankuang Energy 1171.HK | Hong Kong | $21.1B | -27% | +33% | 12% | 5.6× | n/a | n/a |
| Shanxi Lu'An Environmental Energy Development 601699.SS | China | $6.03B | -17% | -1% | 10% | 10.9× | n/a | n/a |
| Huaibei Mining 600985.SS | China | $5.70B | -5% | +9% | 7% | 11.2× | -5.8% | -4.7% |
| Shanxi Coking Coal Energy 000983.SZ | China | $5.38B | -10% | -5% | 9% | 12.7× | -6.4% | +2.7% |
| Yancoal Australia YAL.AX | Australia | $5.07B | -16% | -1% | 8% | 10.4× | -2.3% | +10.6% |
| Shan Xi Hua Yang Group New Energy 600348.SS | China | $4.54B | -20% | -10% | 21% | 12.8× | n/a | n/a |
| Warrior Met Coal HCC | United States | $4.44B | -2% | +37% | 14% | 8.6× | n/a | n/a |
| Whitehaven Coal WHC.AX | Australia | $3.97B | -10% | -7% | 10% | 10.6× | 4.2% | +28.2% |
| Core Natural Resources CNR | United States | $3.94B | -7% | +30% | -1% | 16.4× | -1.6% | +32.9% |
| Jinneng Holding Shanxi Coal Industry 601001.SS | China | $3.87B | -20% | +4% | 24% | 11.8× | -13.4% | +3.7% |
| Jiangsu Xukuang Energy 600925.SS | China | $3.77B | -10% | +19% | 10% | n/a | -2.7% | +4.8% |
| China Coal Xinji Energy 601918.SS | China | $3.67B | +5% | +28% | 24% | 10.2× | n/a | n/a |
| Shanxi Coal International Energy 600546.SS | China | $3.29B | -21% | -10% | 21% | 9.9× | -16.9% | -10.0% |
| Alliance Resource Partners, L.P ARLP | United States | $3.14B | -2% | -2% | 18% | 8.2× | -10.0% | +10.6% |
| New Hope NHC.AX | Australia | $3.08B | +5% | 0% | 16% | 11.0× | -1.1% | +11.0% |
| Pingdingshan Tianan Coal Mining 601666.SS | China | $2.83B | -10% | +17% | 8% | 14.4× | n/a | n/a |
| Jizhong Energy Resources 000937.SZ | China | $2.48B | -17% | +7% | 8% | 15.2× | -4.2% | -6.0% |