Core Viewpoint - Yancoal Australia (03668) reported its third-quarter results for the period ending September 30, 2025, indicating that total raw coal production met company forecasts despite disruptions from rainfall [1] Production and Sales - Total commodity coal production was 12.3 million tons (100% basis), remaining flat compared to the previous quarter [1] - The company's equity sales volume exceeded equity production due to the recovery of sales gaps caused by shipping delays from weather factors in the second quarter [1] Pricing and Financials - The overall coal sales price for Q3 2025 was AUD 140 per ton, with thermal coal prices stable and metallurgical coal prices decreasing by 1% quarter-on-quarter [1] - The sales price reflects a lagging effect of coal price indices, exchange rates, and sales contract structures [1] Operational Guidance - The operational guidance for 2025 remains unchanged, with equity commodity coal production expected to be between 35 million to 39 million tons, currently above the midpoint of this range, with potential to reach the upper end for the year [1] - Cash operating costs are projected to be between AUD 89 to 97 per ton, with the first half of 2025 at AUD 93 per ton, expected to remain at the midpoint for the year [1] - Equity capital expenditure is estimated to be between AUD 750 million to 900 million, progressing smoothly and expected to remain within the guidance range [1]
兖煤澳大利亚(03668)第三季度商品煤总产量为1230万吨