$兖矿能源(SH600188)$ $兖矿能源(01171)$ $兖煤澳大利亚(03668)$
Coal Slump Hits Yancoal
煤炭暴跌重创兖煤炭
The companie released its latest figures on Thursday night . Yancoal reported its final quarter and its 2023 financial year results
在周四晚上公布了最新数据。兖煤澳洲公布了其最后一个季度及2023财年业绩
Yancoal experienced a similar trend, with the average price for the December 2023 quarter at $A196 per tonne, less than half of the $A422 per tonne recorded for the same period in 2022. For the entire year of 2023, the company reported an average price of $A232 per tonne, down 38% from $A378 per tonne in 2022.
兖煤澳洲也出现了类似的趋势，2023年12月季度的平均价格为每吨196澳元，不到2022年同期每吨422澳元的一半。该公司公布的2023年全年平均价格为每吨232澳元，较2022年的每吨378澳元下降了38％
Yancoal reported a positive production story, with output from their mines improving for the fourth consecutive quarter, thanks to recovery initiatives across their operations. The company achieved almost 13 million tonnes of saleable coal production, marking their best quarterly achievement in the past three years. Run-of-mine production for the quarter reached 18.1 million tonnes.
兖煤集团报告了积极的产量，其矿山的产量连续第四个季度有所改善，这要归功于其运营中的复苏举措。该公司实现了近1300万吨的可销售煤炭产量，这是过去三年来最好的季度业绩。该季度的普通矿产量达到1,810万吨。
For the entire year of 2023, Yancoal's run-of-mine production increased by 19% to 60.2 million tonnes, while attributable run-of-mine production also rose by 19% to 45.5 million tonnes. Total saleable production increased by 12% to 43.6 million tonnes, with attributable sales rising by 14% to 33.4 million tonnes. However, similar to Whitehaven, the improved production figures will not fully compensate for the decline in coal prices.
2023年全年，兖煤的普通矿产量增长了19％，达到6,020万吨，而归属的普通矿产量也增长了19％，达到4550万吨。总可售产量增长了12％，达到4,360万吨，其中应占销售额增长了14％，达到3340万吨。但是，与怀特黑文类似，产量数据的改善无法完全弥补煤炭价格的下跌。
资料来源：富途牛牛