Citation Sources and Traceability for Thermal Coal Financial Report Analysis

Thermal coal financial report-related data mainly comes from three types of sources: industry supply and demand weekly reports released by the

What This Category's Data Looks Like

Thermal coal financial report-related data mainly comes from three types of sources: industry supply and demand weekly reports released by the National Energy Administration, thermal coal delivery daily reports from the Zhengzhou Commodity Exchange, and quarterly/annual financial report notes of listed coal enterprises. Data update rhythms fall into three categories: spot price data is updated daily, industry supply and demand data is updated weekly, and financial report data is disclosed quarterly or annually. Document formats include structured CSV transaction data, PDF-format industry research reports and original financial reports. Core fields include calorific value (unit: large calories per kilogram), sulfur content, ash content, flat warehouse price (unit: yuan per ton), delivery grade, etc. Some financial report notes separately mark the revenue and cost proportion of thermal coal business.

Constraints Imposed by These Characteristics on Citation Sources and Traceability

Multi-channel data sources require clear type differentiation during traceability to avoid confusion between spot, futures and financial report data. Content with different update frequencies requires matching the corresponding time range during recall. For example, when querying quarterly financial reports, prioritize recalling financial report documents from the current quarter and earlier. In scenarios where structured data and unstructured research reports are mixed, different parsing rules need to be adapted to ensure complete extraction of professional fields. Fields exclusive to thermal coal such as calorific value and delivery grade require precise matching of category identifiers during traceability to prevent confusion with data from other coal categories such as coking coal. At the same time, the units corresponding to the fields must be marked to avoid ambiguity in professional terminology.

Configuration Settings

Configuration ItemRecommended ValueRationale
Knowledge Base Recall CountTop 8 entriesThermal coal financial report data includes structured transaction data and unstructured research reports. 8 entries can cover core information from different sources
Similarity Threshold0.72–0.78There are many professional terms for thermal coal. A threshold that is too low will introduce irrelevant data from other coal categories, while a threshold that is too high will miss detailed parameters
Document Chunk Length1000–1200 charactersAdapts to the paragraph length of financial report notes and industry research reports, retaining complete professional fields such as calorific value and price
Source Data Annotation SwitchEnabledAutomatically annotate data source type, update time and field units to ensure complete traceability information
Parsing Timeout600 secondsLarge financial report PDFs take a long time to parse, avoiding parsing failures caused by mid-task interruptions
Reranked Return CountTop 3 entriesPrioritize displaying the most relevant core financial report data, avoiding information overload that affects reading

The parameter values provided on this page are common starting points for configuration. The actual values are affected by material form, data volume and business rules. Specific issues require specific analysis. It is recommended to test on your own samples before finalizing.

Three Common Configuration Errors

  • Phenomenon: Recall results mix financial report data of other coal categories such as coking coal. Cause: No precise matching rule set for thermal coal exclusive fields, and the similarity threshold is set too low.
  • Phenomenon: Traceability information does not mark data update time or field units. Cause: The source data annotation switch is not enabled, and no automatic unit supplement rule is configured for professional fields.
  • Phenomenon: Parsed financial report documents lack core parameters such as thermal coal calorific value. Cause: The document chunk length is set too short, truncating professional parameter paragraphs in financial report notes and leading to incomplete parsing.

How to Verify Correct Configuration

  • Upload a PDF of the financial report of a listed thermal coal enterprise and a thermal coal delivery data document from the Zhengzhou Commodity Exchange, run the parsing task, and check whether the parsed document automatically annotates the source type, update time and field units.
  • Initiate the query "2024 Q3 thermal coal financial report calorific value data", check whether the recall results only include thermal coal-related data with no content from other coal categories.
  • Adjust the similarity threshold to 0.75, test the query "thermal coal flat warehouse price", and check whether the relevance of the recall results meets expectations.
  • View the traceability information of the recall results, confirm that each result is marked with complete source, time and unit information.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.