兗煤澳大利亞(03668.HK)2021年第三季度原煤產量1660萬噸 環比上升10%
格隆匯10月19日丨兗煤澳大利亞(03668.HK)公吿，2021年9月季度(2021年第三季度)，按100%基準計，原煤產量為16.6百萬噸，較2021年第二季度上升10%。應占可售煤產量為9.9百萬噸，較2021年第二季度上升11%。應占煤礦生產銷售量10.4百萬噸，較2021年第二季度上升21%。平均實現煤炭價格為155澳元╱噸，較2021年第二季度上升53%。連續12個月TRIFR為7.9，而於2021年第二季度末則為8.4。
員工的安全永遠是我們的首要任務；兗煤在2021年第三季度繼續有效應對2019冠狀病毒病，且TRIFR優於行業平均水平。
煤炭價格在整個季度內有所回升，最終創下歷史新高。應占銷售量10.4百萬噸的整體實現價格上升54澳元╱噸至155澳元╱噸。
應占原煤及可售煤產量有所增加(分別為16%及11%)；然而，本季度為應對2019冠狀病毒病而損失的班次、持續的潮濕天氣及計劃外的維護工作對若干業務的產量造成影響。我們現在不大可能恢復今年上半年主要因新南威爾士3月的洪水及潮濕天氣而損失的所有產量，而考慮到當前的運營狀況已將2021年產量目標修改為約37.5百萬噸。
產量下降加上不可控制成本提高使得我們有必要將運營現金成本指引修改為66至68澳元╱噸1。不可控制成本包括柴油成本升高、滯期延長因素及與2019冠狀病毒病響應相關的因素。將約40百萬澳元的資本支出推遲至2022年，部分抵銷增加的運營現金成本。
產量下降及單位成本提高亦部分是由於我們的策略，即以降低洗煤廠收益及提高沖洗成本來生產能帶來額外收益的低灰分煤炭。這種方法僅限於部分礦山的特定煤層，但在可用情況下能夠提高經營現金流量。與創歷史新高的煤炭價格帶來的正提升相比，修改指引對利潤及現金流量的負面影響不大，我們預計煤炭價格將在2021年第四季度保持高位。
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