格隆汇4月15日|中金公司研报指出,中国神华2024年自产煤吨成本为179元/吨,同比持平,成本控制得当;展望2025年,公司年报指引2025年自产煤吨成本同比增幅控制在6%内(过去几年公司吨成本同比增幅指引为10%内,指引幅度出现下调;2024年公司成本指引为同比+10%内,实际持平)。短期看,公司持续推进降本增效,同时公司2024年末专项储备为233.19亿元,“蓄水池充裕”;中长期看,考虑到...
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