研报掘金丨信达证券:维持兖矿能源“买入”评级,持续看好拥有海外优质煤炭资产

格隆汇
Feb 28

信达证券研报指出,兖矿能源的海外核心子公司兖煤澳大利亚发布2025年业绩。2025年,公司实现营业收入59.49亿澳元,同比下降14%;实现归母净利润4.40亿澳元,同比下降64%。2026年以来,受益于煤炭供给端收缩,海外煤炭价格已呈现回升态势,API5指数由年初的70.8美元/吨上涨至2月26日的86.1美元/吨,涨幅达22%。由于5月份新南威尔士州的极端强降雨事件对纽卡斯尔港造成严重干扰,...

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