6月9日，兖矿能源盘中下跌3.92%，报14.63港元，成交额5217.38万港元。此前公司公告拟以现金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，核心标的净资产溢价约110%，交易要求全额现金支付，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，基于卖方承诺利润计算，此次交易对新能源集团估值约为15倍市盈率，远高于多数在港上市中国发电公司的高个位数市盈率水平，且公司较高资本负债率下可能需外部融资完成交易，盈利增厚效果有限。尽管公司于6月5日斥资约5092万元首次回购A股释放信心信号，但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股经历短暂修复后再度走弱。
（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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