兖煤澳大利亚(03668)今日盘中大跌,跌幅一度超过9%,引起市场广泛关注。截至盘中,该股跌幅为9.30%,报价约26.80港元。
股价下跌主要源于公司发布的2025年中期业绩报告。数据显示,兖煤澳大利亚上半年收入为26.75亿澳元,同比减少14.75%;股东应占溢利为1.63亿澳元,同比大幅下降61.19%。每股基本收益为12.4澳分,公司拟派发中期股息每股0.062澳元。公司表示,收益减少主要是由于煤炭销售收入从去年同期的30.30亿澳元下降16%至25.58亿澳元。
值得注意的是,兖煤澳大利亚在2025年第二季度面临严峻的运营挑战。虽然权益销量达到810万吨,与上一季度基本持平,但较权益商品煤产量减少了130万吨。公司解释称,季度末期恶劣天气导致港口临时关闭,使得原计划在本季度完成的发运被推迟到第三季度。尽管第三季度初港口再次因天气原因关闭,公司仍然有望在2025年第三季度期间完成延迟的发货。这些物流问题可能进一步影响投资者对公司短期业绩的预期。
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