智通财经APP获悉，兖煤澳大利亚(03668)反弹逾5%，截至发稿，涨4.69%，报31.25港元，成交额3415.95万港元。
消息面上，兖煤澳大利亚公告称，2025年第二季度，权益销量达810万吨，虽与上一季度基本持平，但仍较权益商品煤产量减少130万吨。本季度末恶劣的天气因素导致港口临时关闭，使得原计划本季度完成的发运延后至第三季度完成。尽管第三季度初港口因天气因素再次闭港，集团仍有望将延迟的发货于2025年第三季度期间交付。
招银国际表示，预计公司第二季度收入约11.4亿澳元，同比下滑26%，环比下滑14%。该机构将2025-2027年盈利预测分别下调22%/17%/13%，主要因煤炭均价下行。该机构维持“买入”评级，因为物流问题改善，预期第三季产销比将上升，加上动力煤价格自6月起反弹。目标价由36港元下调至34港元。
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