兗煤澳大利亞(03668.HK)2023年第四季平均煤炭銷售價格196澳元╱噸 權益煤炭銷量1010萬噸
格隆匯1月18日丨兗煤澳大利亞(03668.HK)公吿,2023年12月季度(2023年第四季度)平均煤炭銷售價格為196澳元╱噸。現金持有量增加4.77億澳元。2023年12月31日現金餘額為14.0億澳元。按100%基準計,原煤產量為1810萬噸。按100%基準計,商品煤產量為1290萬噸。權益商品煤產量為970萬噸。權益煤炭銷量為1010萬噸。
兗煤澳洲優先考慮員工安全,可記錄總工傷頻率為5.3,顯著低於行業平均水平,對此公司引以為傲。2023年第四季度,權益煤炭產量較第三季度增加4%,平均煤炭銷售價格環比降低1%至196澳元╱噸。除去所有支出後,2023年12月31日的期末現金餘額為14.0億澳元。
2023年初,兗煤澳洲的目標是連續四個季度實現增產。公司實現了這一目標,產量達3340萬噸,處於2023年權益商品煤產量指引3100-3600萬噸的中位區間。公司會在下個月發佈的2023年財務業績中呈報現金經營成本,成本預計將處在92-102澳元╱噸的指引區間的中間位。
公司還會在2023年業績中呈報權益資本支出。由於部分支出時間推遲至年底,因此總額可能接近6億-7.5億澳元指引的下限。
由於公司在各礦區實施恢復舉措,煤炭產量連續第四個季度實現增長。商品煤產量約1300萬噸,創下近三年最高記錄。本年度每個季度的產量均呈上升趨勢,這是所有礦區人員共同努力的直接成果。公司會凝心聚力,努力在2024年實現增效。
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