港股异动 | 中国秦发(00866)重挫近30% 印尼拟收紧大宗商品出口管控 公司聚焦印尼煤炭业务

智通财经
May 20

智通财经APP获悉,中国秦发(00866)尾盘跌近30%,截至发稿,跌26.67%,报1.87港元,成交额2.11亿港元。

消息面上,据报道,印度尼西亚总统普拉博沃向议会表示,印尼将成立一家国有企业,负责管理包括棕榈油、煤炭和铁合金在内的自然资源出口销售。总统表示,该政策旨在优化政府收入、加强监管、打击低开发票行为。如果这些问题得到解决,潜在可节省1500亿美元。

国盛证券此前发布研报称,中国秦发印尼煤炭业务增长势头强劲。2025年全年,SDE煤矿原煤产量达542万吨,同比增长111%;洗选煤产量达314.7万吨,同比大幅增长922%。该行指出,SDE一矿的产能爬坡进展顺利,凸显未来产能增长路径清晰且确定性高。

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