智通财经APP获悉，兖煤澳大利亚(03668)再涨超3%，截至发稿，涨2.33%，报30.7港元，成交额1326.91万港元。
消息面上，兖煤澳大利亚公布，于2024年第四季度，按100%基准计，原煤产量为1730万吨，环比减少1%，同比减少4%。商品煤产量为1300万吨，环比减少2%，同比增长1%。权益商品煤产量为970万吨，环比减少5%，同比持平。权益煤炭销量为1040万吨，同比增长3%。平均煤炭销售价格为每吨176澳元，同比跌10%。
中金发布研报称，2024年公司实际权益商品煤产量为3,690万吨，符合其指引的3,500-3,900万吨；全年现金运营成本指引为89-97澳元/吨，公司预计实际成本或为区间中值。此外公司预计全年实际资本开支位于指引的6.5-8.0亿澳元区间的下半部分。关注末期股息。2024年公司未派发中期股息，考虑到公司现金充裕，该行认为公司末期股息具备潜在提升空间，建议持续关注分红派息事宜。
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