南戈壁(01878.HK)2025年一季度經營業務虧損1570萬美元
格隆匯5月15日丨南戈壁(01878.HK)公吿,2025年第一季度,公司錄得銷量210萬噸,而2024年第一季度為110萬噸;2025年第一季度,公司錄得平均實現售價每噸59.5美元,而2024年第一季度為每噸79.5美元。平均實現售價下降主要是由於公司自2024年起受到中國煤炭市場下行的影響,導致公司改變其產品組合,以銷售更大比例的低價煤炭產品。
公司於2025年第一季度錄得經營業務虧損1,570萬美元,而2024年第一季度為經營業務溢利3,210萬美元。2025年第一季度的財務業績受平均實現售價下降及產品組合改變影響,原因為公司於2025年第一季度銷售更多生產成本較高的加工煤。
公司自2024年起擴大采礦營運規模,並採用篩選、濕洗及乾選煤加工等多種煤炭加工方法,從而令煤炭質量及產量有所提高及增加,並促進本期間內對中國的煤炭出口量。
為應對市場對不同煤炭產品的需求,公司致力於擴大其產品組合中的煤炭產品類別,包括混合煤、濕洗煤及乾選加工煤。此外,公司通過具成本效益的篩選程序,成功加工F級煤炭產品存貨。由於加工後的F級煤炭質量提高,公司能夠達到中國當局制定的進口煤炭質量標準,並自2024年第一季度起將該產品出口到中國銷售,進一步提高公司的煤炭出口量。
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