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Chinese state-owned coal mining company, part of the Haohua/China National chemical-linked coal group.
Chinese state-owned coal mining company, part of the Haohua/China National chemical-linked coal group.
Sells coal to power plants, partly under long-term contracts whose prices are anchored to a national benchmark and partly at spot prices, so profit depends on that price band and on mine output.
Moat: none (scale). Commodity coal producer; a price taker in a cyclical, regulated domestic market.
Headquarters: Beijing, China · Employees: 5,657
Size Beijing Haohua Energy Resource (601101.SS) is a China Energy company (Coal) with a market value of $2.39B, the 1076th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.08 on 6 Nov 2026.
Performance Over six months the shares fell 5.2%, against -10.1% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 3.3% over the last twelve months (peer median +3.5%); the operating margin is 24.2% (peer median 10.0%).
Valuation It trades at 9.3× forward earnings against a peer median of 11.4× (4th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -24 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.6 points above its cost of capital (5.9% WACC).
Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥8.89B | CN¥7.96B | CN¥9.07B | CN¥7.67B | CN¥9.20B |
| Revenue growth | — | -12% | +18% | -17% | — |
| Gross profit | CN¥4.62B | CN¥2.59B | CN¥3.88B | CN¥3.55B | CN¥4.90B |
| EBITDA | n/a | CN¥2.31B | CN¥3.33B | CN¥3.62B | CN¥4.09B |
| Net income | CN¥1.18B | CN¥512M | CN¥1.04B | CN¥1.04B | CN¥1.34B |
| Free cash flow | CN¥1.84B | CN¥895M | CN¥2.31B | CN¥1.29B | CN¥2.50B |
| Capital expenditure | CN¥1.58B | CN¥1.12B | CN¥1.09B | CN¥2.37B | CN¥1.72B |
| Total debt | CN¥6.07B | CN¥7.38B | CN¥6.85B | CN¥8.80B | CN¥8.68B |
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 |
|---|---|---|---|---|---|---|
| Beijing Haohua Energy Resource 601101.SS | $2.39B | -5% | +3% | 24% | 9.3× | -9.6% |
| 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% |
| Shaanxi Coal Industry 601225.SS | $37.6B | -1% | -8% | 22% | 11.1× | -15.1% |
| Shanxi Lu'An Environmental Energy Development 601699.SS | $6.03B | -17% | -1% | 10% | 10.9× | n/a |
| Jinneng Holding Shanxi Coal Industry 601001.SS | $3.87B | -20% | +4% | 24% | 11.8× | -13.4% |
| Yankuang Energy 600188.SS | $20.4B | -27% | +21% | 15% | 10.3× | -0.7% |
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 | 601101.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.7% | -9.4% | 6th lowest of 21 |
| 6-month return | -5.2% | -10.1% | 9th highest of 21 |
| Distance from 52-week high | -27.7% | -26.8% | 10th lowest of 21 |
| Revenue growth (TTM) | +3.3% | +3.5% | 10th lowest of 21 |
| Operating margin | 24.2% | 10.0% | 4th highest of 21 |
| Forward P/E | 9.3× | 11.4× | 4th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | -9.6% | -6.4% | 6th least demanding of 14 |
| Growth delivered (Del g) | +14.4% | +10.6% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -24.1 pp | -17.5 pp | 3rd least demanding of 14 |
| ROIC minus cost of capital | +4.6 pp | +1.4 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Beijing Haohua Energy Resource 601101.SS | China | $2.39B | -5% | +3% | 24% | 9.3× | -9.6% | +14.4% |
| Jizhong Energy Resources 000937.SZ | China | $2.48B | -17% | +7% | 8% | 15.2× | -4.2% | -6.0% |
| Shanxi Meijin Energy 000723.SZ | China | $2.15B | -27% | -2% | -8% | n/a | n/a | n/a |
| Henan Dayou Energy 600403.SS | China | $2.04B | -2% | +6% | -29% | n/a | n/a | n/a |
| Pingdingshan Tianan Coal Mining 601666.SS | China | $2.83B | -10% | +17% | 8% | 14.4× | n/a | n/a |
| Peabody Energy BTU | United States | $1.95B | -32% | +3% | -4% | 6.3× | n/a | n/a |
| Alpha Metallurgical Resources AMR | United States | $1.87B | -20% | -13% | -2% | 22.5× | n/a | n/a |
| New Hope NHC.AX | Australia | $3.08B | +5% | 0% | 16% | 11.0× | -1.1% | +11.0% |
| Kinetic Development 1277.HK | Hong Kong | $1.84B | -15% | -3% | 31% | 6.2× | -6.4% | +11.5% |
| Alliance Resource Partners, L.P ARLP | United States | $3.14B | -2% | -2% | 18% | 8.2× | -10.0% | +10.6% |
| Shanxi Coal International Energy 600546.SS | China | $3.29B | -21% | -10% | 21% | 9.9× | -16.9% | -10.0% |
| Shougang Fushan Resources 0639.HK | Hong Kong | $1.66B | -4% | +33% | 20% | 10.4× | -17.3% | +4.8% |
| Guizhou Panjiang Refined Coal 600395.SS | China | $1.60B | -10% | +6% | 15% | 21.9× | n/a | n/a |
| China Coal Xinji Energy 601918.SS | China | $3.67B | +5% | +28% | 24% | 10.2× | n/a | n/a |
| Natural Resource Partners L.P NRP | United States | $1.56B | +6% | -10% | 63% | n/a | -8.1% | +9.4% |
| Stanmore Resources SMR.AX | Australia | $1.54B | +5% | -6% | 0% | 21.5× | -9.9% | +60.7% |
| Jiangsu Xukuang Energy 600925.SS | China | $3.77B | -10% | +19% | 10% | n/a | -2.7% | +4.8% |
| Jinneng Holding Shanxi Coal Industry 601001.SS | China | $3.87B | -20% | +4% | 24% | 11.8× | -13.4% | +3.7% |
| Core Natural Resources CNR | United States | $3.94B | -7% | +30% | -1% | 16.4× | -1.6% | +32.9% |
| Whitehaven Coal WHC.AX | Australia | $3.97B | -10% | -7% | 10% | 10.6× | 4.2% | +28.2% |
| Macmahon MAH.AX | Australia | $1.35B | +6% | +8% | 7% | 15.1× | 4.3% | +14.1% |