《大行》中金降兖煤澳大利亚(03668.HK)目标价至29元 上半年业绩逊预期

阿斯达克财经
Aug 22, 2025

中金发表报告指,兖煤澳大利亚(03668.HK) 上半年业绩低于该行预期。经营性EBITDA为5.95亿澳元,按年跌40%;净利润1.63亿澳元,按年跌61%,每股盈利0.124澳元,低于该行预期,该行认为主要是成本和费用端高于预期。报告指,量价齐增助力公司盈利改善修复。量方面,该行预计随着天气等扰动因素缓解,公司下半年销量有望实现双位数环比增长。价格方面,6月以来煤价呈回升态势,截至8月15日...

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