尽管全球价格下跌和矿井关闭,但Thungela Resources仍维持利润和股东回报,超过2025年煤炭出口目标。 Thungela Resources exceeds 2025 coal export target despite global price drops and mine closures, maintaining profitability and shareholder returns.

Thungela Resources预计超过其2025年出口可销售煤炭生产目标,即1 370万吨,因为尽管关闭了地雷,澳大利亚也面临困难条件,但南非的业务却有所改善。 Thungela Resources expects to exceed its 2025 export saleable coal production target at 13.7 million tonnes, driven by improved operations in South Africa despite mine closures and challenging conditions in Australia. 该公司将全球煤炭价格疲软(Richards Bay的年同比下跌17%)以及印度和中国的低需求作为主要挑战,尽管早期重产迹象和不断上升的期货表明市场有可能复苏。 The company cited weak global coal prices—down 17% year-on-year at Richards Bay—and lower demand from India and China as key challenges, though early restocking signs and rising futures suggest potential market recovery. 尽管其实际出口价格得到15%的折扣,但强有力的成本控制和有节制的资本支出有助于维持盈利能力,预计净现金余额为4.9bn至5.2bn,并承诺继续承诺通过股息和回购将至少30%经调整的可自由运作的现金流回股东手中。 Despite a 15% discount on its realized export price, strong cost control and disciplined capital spending helped maintain profitability, with a projected net cash balance of R4.9bn to R5.2bn and a continued commitment to returning at least 30% of adjusted operating free cash flow to shareholders through dividends and buybacks.