兖煤澳大利亚(03668.HK)中期纯利增56%至5.64亿澳元
格隆汇8月21日丨兖煤澳大利亚(03668.HK)公布，截至2019年6月30日止半年度，实现收益23.50亿澳元，同比增长1%；公司拥有人应占溢利5.64亿澳元，同比增长56%；每股基本盈利26.1澳分；拟派股息每股0.1035澳元。
据悉，公司客户遍及亚太地区，截至2019年6月30日止半年度，日、新加坡、中国、韩国及台湾约占我们煤炭收益的72%。动力煤主要用于发电，其终端用户通常为电力及公用事业公司。
冶金煤主要用于为高炉钢生产焦炭，因此冶金煤终端用户通常为钢铁厂。我们亦向商品贸易业务客户销售煤炭。该等客户采购集团的煤炭作买卖用途或转售予彼等的终端客户。大宗商品贸易商同样受全球及地区煤炭市场需求趋势所影响。
兖煤积极考虑其供应水平对特定煤炭市场的影响，并适当应对当前市况。为应对动力煤价格指数的预期短期波动，我们继续优化我们投入市场的产品质量及数量。预期澳大利亚将维持占全球海运动力煤需求增长约26%的市场份额，并发挥优质煤炭主要来源的关键优势。与取得新建项目开发批文有关的持续挑战有可能支持优质煤价格，而具现有扩张机遇的国内出口商(如兖煤)将从该等条件中受益。
集团煤炭的整体平均坑口售价由2018年上半年的每吨128澳元下降3%至2019年上半年的每吨124澳元，乃主要由于(i)全球美元煤炭价格下降及(ii)动力煤销售(即莫拉较高灰分产品)比例增加，部分由(i)澳元兑美元平均汇率由2018年上半年的0.7716减至2019年上半年的0.7061及(ii)冶金煤销售比例由2018年上半年的15%增至2019年上半年的17%所抵销。集团动力煤的平均售价由每吨117澳元下降至每吨112澳元，而冶金煤的平均售价由每吨191澳元下降至每吨184澳元。
集团除政府特许权使用费外的整体平均现金经营成持平在每吨62澳元。
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