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兖煤澳大利亚(03668):第一季度权益销量为830万吨
03668YANCOAL AUS(03668) 智通财经·2024-04-18 08:48

Core Viewpoint - Yancoal Australia reported a decrease in equity sales volume and average selling prices for both thermal and metallurgical coal in Q1 2024 compared to previous periods [1] Sales Volume and Production - In Q1 2024, Yancoal Australia's equity sales volume was 8.3 million tons, a decrease of 0.5 million tons compared to the previous period, offsetting prior inventory consumption [1] Price Indices - The average API5 index price in Q1 2024 was 93perton,downfrom93 per ton, down from 96 per ton in Q4 2023, while the GCNewc index average fell from 136pertonto136 per ton to 126 per ton [1] - The metallurgical coal indices also saw declines, with the low volatile pulverized coal index dropping from 185pertonto185 per ton to 164 per ton, and the semi-soft coking coal index decreasing from 161pertonto161 per ton to 150 per ton [1] Sales Price Structure - The sales price structure is diverse, reflecting previous coal price indices due to sales delays, with factors influencing prices including market premiums or discounts, washing and product specification capabilities, and available coal for blending [1] Average Selling Prices - Converted to Australian dollars, the average selling price for thermal coal in Q1 2024 was AUD 159 per ton, and for metallurgical coal, it was AUD 334 per ton [1] - The overall average selling price for Yancoal Australia in Q1 2024 was AUD 180 per ton, down from AUD 196 per ton in the previous quarter and AUD 347 per ton in Q1 2023 [1]