招银国际发表研究报告指，兖煤澳大利亚第三季产量按年跌9%，受到降雨影响；而销量按年升3%，因早前延迟出货的情况有所改善。期内综合平均售价按年下降18%，大致符合市场趋势。该行估算公司第三季收入约为14.8亿澳元，按年跌17%，按季升30%。 该行将兖煤澳大利亚2025至27财年盈利预测分别下调54%、49%及40%，主要因动力煤与冶金煤的平均售价预测下调，但部分被Moolarben矿场权益增加带动销量预测微升2%所抵销。虽然煤炭价格疲弱令股份短期欠缺催化剂，该行仍维持“买入”评级，基于集团稳健的资产负债表及持续的派息政策，目标价由34港元降至31港元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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