兗煤澳大利亞(03668.HK):2021年第一季度原煤產量環比減少17%
格隆匯 4 月 20日丨兗煤澳大利亞(03668.HK)公佈,截至2021年3月31日止第一季度,原煤產量為1430萬噸,較2020年第四季度下降17%;應占可售煤產量為870萬噸,較2020年第四季度下降5%;860萬噸煤礦生產銷售量,較2020年第四季度下降8%。平均實現煤炭價格為88澳元╱噸,較2020年第四季度上升22%。連續12個月TRIFR為7.6,與於2020年第四季度末的7.4相若。
兗煤在2021年第一季度的平均實現銷售價格為88澳元╱噸,而2020年第四季度為72澳元╱噸。短期供應中斷及價格上升可能會減少,惟預期全球經濟狀況將持續復甦,以支撐能源需求及動力煤價格。
此外,發佈2021年指引,可應占可售煤產量為約3900萬噸。現金運營成本(不包括特許權使用費)為60至62美元╱噸。應占資本開支為3.6億至3.80億美元。
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