China Risun Group (01907) rose more than 6% during the session. At the time of writing, the stock was up 6% to HK$3.71, with a turnover of HK$127 million. Geopolitical tensions in the Middle East continue to provide support. Over the weekend, former U.S. President Donald Trump threatened to "destroy" Iran's power generation facilities if Tehran did not fully reopen the Strait of Hormuz within 48 hours. Iran's Islamic Revolutionary Guard Corps responded by warning that if Trump's threat were carried out, Iran would immediately implement four countermeasures, including a complete closure of the Strait of Hormuz. Everbright Securities noted that the coal chemical sector is seeing improved performance elasticity and allocation value, driven by cost advantages, stronger industrial substitution, and an optimized competitive landscape. From a current perspective, the coal chemical sector possesses clear upward momentum in a high oil price environment, warranting close attention and strategic positioning. The firm recommends focusing on companies such as China Risun Group. It is reported that China Risun Group is China's largest producer of methanol from coke oven gas, with an annual operating methanol capacity of 600,000 tonnes, making it a core part of the company's "alcohol-ammonia" industrial chain. Additionally, the company is also the world's largest independent coke producer and a global leader in caprolactam production.
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