兖煤澳大利亚午前涨超4% 机构看好公司下半年业绩释放

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Jul 22
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  兖煤澳大利亚(03668)午前涨超4%,本周股价累涨逾12%。截至发稿,股价上涨4.10%,现报33.02港元,成交额2445.30万港元。

  兖煤澳大利亚二季度商品煤产量1,080万吨,同比增长15%,商品煤销量同比增长43%至1,160万吨。上半年,商品煤产量同比升5%至1,980万吨,商品煤销量同比升20%至1,980万吨。公司表示,产量改善明显的原因主要是天气等生产条件改善、生产设备运转良好。

  中金发布研报称,兖煤澳大利亚二季度产销超预期。该行指出近期下游初现去库迹象,支撑煤价反弹。随着雨季逐渐结束、气温升温,叠加地缘扰动增加,断动力煤价格有望重拾涨势,利好公司业绩释放。考虑公司 二季度产量释放良好,以及三季度红隼煤矿收购或完成交割,公司下半年产量有望进一步释放,为煤炭量价齐升提供条件。

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