招银国际：霍尔木兹海峡关闭或带动煤炭价格升料兖煤澳大利亚(03668)从中受益

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智通财经APP获悉，招银国际发布研报称，鉴于在兖煤澳大利亚(03668)动力煤销售敞口占比很高，2025年达到84%，故公司将在短期内从中受益，并预料动力煤价格每上涨1%，其纯利将录得5%提振。该行维持其目标价为38港元，其评级为“买入”。该行认为，由于霍尔木兹海峡关闭和中东天然气生产中断，导致过去一周天然气价格上涨了70%。天然气短缺和价格飙升或令能源结构由天然气转向煤炭，因为煤炭受到的干扰较小...

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招银国际：霍尔木兹海峡关闭或带动煤炭价格升 料兖煤澳大利亚(03668)从中受益

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招银国际：霍尔木兹海峡关闭或带动煤炭价格升料兖煤澳大利亚(03668)从中受益