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　　兖煤澳大利亚（03668）午前股价上涨4.28%，现报25.60港元，成交额3045.84万港元。

　　兖煤澳大利亚近期公布一季度运营数据。权益煤炭产量同比增长8.0%至950万吨；权益煤炭销量同比上升1.2%至840万吨，主因商品煤库存重建，部分销售从3月延至4月。受到市场供应相对强劲影响，25Q1平均煤炭售价同比下跌12.8%至157澳元/吨。

　　中金指出，公司Q1煤炭产量好于预期，处于历史较高水平，在此情形下公司吨煤成本有进一步的改善，一定程度对冲煤价下行对公司盈利的影响。公司销售有望保持畅顺。受印尼煤炭新政策影响，印尼煤价相对坚挺，而澳煤价格整体跟随市场供需宽松而下行，该行测算目前印尼煤已难有价格优势，因此该行认为亚太地区对澳煤的需求或边际增加，澳煤销售有望获得结构性的支撑。

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