智通财经APP获悉，兖煤澳洲(03668)午后涨超5%，截至发稿，涨4.1%，报33港元，成交额6647.41万港元。
中金此前指出，兖煤澳洲三季度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。看好四季度煤价保持相对高位。
摩根士丹利发表研报指，在纳入新的区域燃料煤及炼焦煤价格预测后，将兖煤澳大利亚2024至2026财年每股盈利预测，分别调整-6.6%、+0.8%及+3.4%，同时将其目标价由37.71港元上调至39.93港元，给予“增持”评级。大摩预期，煤炭价格将受到国际市场结构性失衡所支撑。不过由于降雨问题，煤炭产量预计将在未来12个月内由去年的低基数恢复。
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