首钢资源(00639)今日盘中股价大跌5.10%,引起了市场的广泛关注。
消息面上,公司公布的2025年业绩显示,归母净利润同比大幅下降58%至6.32亿港元。其中,下半年归母净利润为2.28亿港元,同比和环比分别下降65%和43%,低于市场预期。业绩下滑的主要原因是公司高硫煤产出偏多、洗出率下滑,导致煤炭售价不及预期,同时成本高于预期。
尽管有券商发布研报维持公司“跑赢行业”评级并上调目标价,但业绩大幅低于预期的负面消息显然对股价造成了直接压力,导致盘中出现显著下跌。
首钢资源(00639)今日盘中股价大跌5.10%,引起了市场的广泛关注。
消息面上,公司公布的2025年业绩显示,归母净利润同比大幅下降58%至6.32亿港元。其中,下半年归母净利润为2.28亿港元,同比和环比分别下降65%和43%,低于市场预期。业绩下滑的主要原因是公司高硫煤产出偏多、洗出率下滑,导致煤炭售价不及预期,同时成本高于预期。
尽管有券商发布研报维持公司“跑赢行业”评级并上调目标价,但业绩大幅低于预期的负面消息显然对股价造成了直接压力,导致盘中出现显著下跌。
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