力拓新任首席执行官将标志着向简化的转变 -- 市场快讯

投资观察
Dec 03, 2025

格林威治标准时间2217 - 力拓首席执行官西蒙·特罗特预计将在周四的资本市场日上强调向简化转型,计划通过精简结构、降低成本和优先考虑现金生成来实现,摩根士丹利表示。“这一举措应会受到欢迎,但我们怀疑这一消息已经在当前价格中充分反映。”分析师拉胡尔·阿南德表示。分析师的基本预期是力拓将提供明确、可量化的目标,以减少其投资组合中的运营费用和资本支出。目标是中长期内每年改善自由现金流500百万至10亿美元的平均水平。摩根士丹利表示,如果力拓发布超过10亿美元的自由现金流年改善信号,则属于乐观情形。该行对力拓保持持平评级。

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