智通财经APP获悉,兖煤澳大利亚(03668)早盘涨超5%,截至发稿,涨4.8%,报33.85港元,成交额1101.68万港元。
消息面上,兖煤澳大利亚此前发布公告,于2024年第三季度,按100%基准计,原煤产量为1750万吨,环比增长26%,同比增长9%。按100%基准计,商品煤产量为1320万吨,环比增长28%,同比增长9%;权益商品煤产量为1020万吨,环比增长24%,同比增长10%。权益煤炭销量为1040万吨,环比增长21%,同比增长20%。
中金此前表示,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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