South32股价暴跌3.2%，报2.975澳元，与矿业分类指数1.2%的跌势同步。瑞银将South32的目标价从3.20澳元调降至3澳元，维持“中性”评级，此前该公司对旗下莫桑比克Mozal铝冶炼厂发出潜在减值警告。瑞银上调电力成本预估，导致估值缩水约4亿美元，并在2025财年业绩预测中计入约4亿美元的减值。如果干旱影响主要供电方HCB的供电能力，可能加剧下行风险，推高减值和维修成本。瑞银还将2026财年和2027财年的每股收益预测分别下调2%和3%。年内迄今，该股累计重挫15.4%，包括今日跌幅。
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