招银国际发表研报指，兖煤澳大利亚今年第二季应占产量同比增长15%，应占销量同比大增43%，主要受去年同期的出货延误造成低基数影响。该行预测次季设备利用率可保持在高水平，上半年总应占产量同比增长5%至1980万吨，达到全年产量指引的49%至54%。该行将2026至2028年盈利预测分别上调55%、14%及7%，主要由于对动力煤及冶金煤平均售价的预测上调，维持“买入”评级，目标价由38港元微升至39港元。该行对长期煤价预测则维持不变，预期北半球受厄尔尼诺现象影响下的炎热夏季，可支撑动力煤价格，中东战火持续亦为能源价格提供支持。
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