6月5日，兖矿能源盘中下跌3.22%，报15.58港元，成交额8475.81万港元，延续前一交易日跌势。
消息面上，公司于6月3日盘后公告，拟以现金164.15亿元收购控股股东山东能源集团旗下新能源集团100%股权及山能售电100%股权，核心标的溢价近110%。交易要求全额现金支付，协议生效后5个工作日内需支付约49.25亿元，收购完成后公司资产负债率将从62.2%升至约65%。中银国际研报指出，该交易估值约为标的2026-2028年市盈率的15倍，远高于多数港股上市中国发电公司的高个位数市盈率，且由于兖矿资本负债率较高，盈利增厚效果有限。市场对高溢价关联交易及大额现金支付带来的财务压力仍存担忧，H股抛压延续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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