智通财经APP获悉，兖煤澳大利亚(03668)跌超3%，截至发稿，跌3.64%，报31.75港元，成交额1093.25万港元。
大摩发布研报指出，在纳入新的区域燃料煤及炼焦煤价格预测后，将2024至2026年的区域燃料煤价格预测，由每吨135、120及115美元，分别调整至每吨137、135及125美元；同时将区域半软焦煤价格由每吨189.7、183.2及166.8美元，分别调整至每吨168.9、145.2及155.2美元。
另外，该行将兖煤澳大利亚2024至2026财年每股盈利预测，分别调整-6.6%、+0.8%及+3.4%，亦预期，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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