智通财经APP获悉,兖煤澳大利亚(03668)盘中涨超3%,截至发稿,涨2.63%,报33.2港元,成交额2599.43万港元。
消息面上,兖煤澳大利亚近日发布公告,截至9月底止第三季,按100%基准计,原煤产量为1,750万吨,同比升9%;权益原煤产量为1,320万吨,同比升9%。商品煤产量为1,320万吨,同比升9%; 权益商品煤产量为1,020万吨,同比升10%。期内,权益煤炭销量为1,040万吨,同比升20%。平均煤炭销售价格为每吨170澳元,同比跌14%。
中金发布研报称,公司3Q24煤炭产量好于该行预期,反映公司生产恢复进展良好,在此背景下该行预期公司吨煤成本或也得到了较好的改善。总体而言该行看好公司实现全年的产量和成本指引,增量降本效果有望兑现。看好Q4煤价保持相对高位。
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