兖煤澳大利亚(03668)第三季度商品煤总产量为1230万吨

智通财经
Oct 20, 2025

智通财经APP讯,兖煤澳大利亚(03668)发布截至2025年9月30日止第三季度报告,尽管本季度受到降雨因素干扰,但原煤总产量与公司预测一致。商品煤总产量为1230万吨(100%基准),与前一季度持平。如预期,由于弥补了第二季度末因天气因素导致船运延迟而产生的销售缺口,本季度的权益销量高于权益产量。

2025年第三季度整体煤炭销售价格为140澳元/吨,其中动力煤销售价格保持稳定,冶金煤销售价格环比下降1%,销售价格综合反映了煤炭价格指数、汇率和销售合约结构的滞后效应。

2025年运营指引(保持不变):权益商品煤产量为3500至3900万吨—产量目前高于区间中值,全年产量可能会达到区间上端。现金运营成本为89至97澳元/吨—2025年上半年93澳元/吨,我们预计全年将处于区间中位水平。权益资本开支为7.50至9.00亿澳元—推进顺利,预计在指引范围内。

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