智通财经APP获悉，兖煤澳大利亚(03668)涨超4%，截至发稿，涨4.13%，报35.82港元，成交额3648.91万港元。
消息面上，美伊局势骤然升级，美军连续两天打击伊朗；伊朗强硬表态，宣布全面关闭霍尔木兹海峡。据悉，兖煤澳大利亚是兖矿能源集团在澳大利亚的煤炭运营平台，自2004年成立以来，通过一系列战略收购、产能整合与资本运作，已发展成为澳大利亚东部地区成本、产量双领先的澳煤龙头，是澳洲最大纯煤炭生产商，2025年权益商品煤产量占澳大利亚总产量8.7%。华泰证券此前称，看好26年公司迎来“美以伊冲突”催化下的澳煤价格新涨价周期，充分兑现业绩弹性。
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