异动解读 | 智利矿业化工盘前大涨5.05%,Q3业绩创近两年新高

异动解读
Nov 19, 2025

全球第二大锂矿企智利矿业化工(SQM)今日盘前大涨5.05%,引发市场关注。这一涨幅主要源于公司发布的强劲第三季度财报,以及锂市场前景向好的预期。

根据最新财报,SQM第三季度实现调整后息税折旧摊销前利润(EBITDA)4.04亿美元,为近两年来最高水平。公司营收同比增长8.9%至11.73亿美元,净利润同比增长35.8%至1.78亿美元。值得注意的是,SQM在本季度创下历史最高的锂销量记录,达到72,900公吨,同比增长43%。

SQM的业绩改善主要得益于锂价回升和需求增长。公司首席执行官里卡多·拉莫斯表示,电动汽车和储能系统对锂的强劲需求推动了这一上升趋势,预计将在第四季度持续。此外,SQM预计2025年全球锂需求将增长20%。随着全球锂供需格局改善,市场对SQM未来业绩增长的预期也随之提高,推动其股价上涨。

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