$兖矿能源(SH600188)$ $兖矿能源(01171)$ $兖煤澳大利亚(03668)$
Earnings Call Summary | YANCOAL AUSTRALIA LTD(YACAF.US) Q1 2024 Earnings Conference
财报电话会议摘要 | 兖煤澳大利亚有限公司 (YACAF.US) 2024 年第一季度业绩发布会
富途资讯
·
04/19 22:57
The following is a summary of the Yancoal Australia Ltd (YACAF) Q1 2024 Earnings Call Transcript:
以下是兖煤澳大利亚有限公司（YACAF）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Yancoal Australia increased their cash balance by AUD 260 million in Q1 2024, closing with a total of AUD 1.7 billion.
A fully franked 2023 final dividend of AUD 429 million is set to be paid by the end of April 2024.
The company reported a realized coal price of AUD 180 per tonne, creating a substantial operating margin.
Yancoal has set an output target of 35 million to 39 million tonnes at a cash operating cost of $89 to $97 per ton for 2024.
兖煤澳大利亚在2024年第一季度将其现金余额增加了2.6亿澳元，总额为17亿澳元。
2023年全额派发的4.29亿澳元末期股息将在2024年4月底之前支付。
该公司报告称，煤炭已实现价格为每吨180澳元，创造了可观的营业利润率。
兖煤澳洲设定了2024年的产量目标为3500万至3,900万吨，现金运营成本为每吨89至97美元。
Business Progress:
业务进展：
The company witnessed a nearly 50% year-on-year increase in attributable saleable production with 8.8 million tonnes achieved in Q1 2024.
Production was below the previous quarter due to seasonal factors but is expected to balance out as the year progresses.
Without any interest-bearing loans and a robust operating margin, Yancoal is able to pursue expansion or acquisition opportunities.
The key focus is to consolidate the production recovery from last year, manage cost elements, and maintain its standing as a low-cost, large-scale exporter of high-quality coal.
该公司的可归销售产量同比增长了近50％，2024年第一季度实现了880万吨。
由于季节性因素，产量低于上一季度，但随着年度的推移，预计产量将保持平衡。
在没有任何计息贷款和强劲的营业利润率的情况下，兖煤澳洲能够寻求扩张或收购机会。
关键重点是巩固去年的产量复苏，管理成本要素，保持其作为低成本、大规模高质量煤炭出口国的地位。