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兗煤澳大利亞(03668.HK)第二季度原煤產量為1500萬噸 環比上升5%
格隆匯 07-19 16:39

格隆匯7月19日丨兗煤澳大利亞(03668.HK)公佈,截至2021年6月30日止第二季度,原煤產量為1500萬噸,較2021年第一季度上升5%;應占可售煤產量為880萬噸,較2021年第一季度上升2%;860萬噸煤礦生產銷售量,與2021年第一季度相同;平均實現煤炭價格為101澳元╱噸,較2021年第一季度上升15%;連續12個月TRIFR為8.4,而於2021年第一季度末則為7.7。

期內雨水繼續影響新南威爾士的生產;然而,公司保留2021年生產指引,原因是預期下半年大部分作業可恢復部分損失產量。

期內,無法控制的價格因素包括柴油價格、滯期費上升及潮濕天氣恢復工作。此外,公司正積極以更優質、低灰分、動力煤為目標,產生額外加工成本但帶來較高實售價格。如先前所注意到,多項因素已將單位成本推高至成本範圍上限;這種情況仍在持續;目前預測單位成本會增加2澳元╱噸至處於先前的單位成本指導範圍。

動力煤的煤炭價格指數上升是紐卡斯爾以外地區採礦、鐵路運輸及裝船活動持續受到整個行業天氣干擾的積極結果。兗煤的實現價格已連續三個季度上漲,2021年第二季度的平均實現銷售價格為101澳元╱噸,而2021年第一季度為88澳元╱噸。儘管短期供應中斷可能會得到緩解,我們預計目前強勁的價格及市況將反映在我們未來數月的實現價格中。

此外,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62至64澳元╱噸(為60至62澳元╱噸);應占資本開支為360至3.80億澳元。

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