异动解读 | 利安德巴塞尔季度业绩不及预期,盘中大跌5.09%

异动解读
Aug 01, 2025

周五盘中,化工巨头利安德巴塞尔(LyondellBasell,股票代码:LYB)股价大跌5.09%,主要原因是公司公布的第二季度财报未能达到市场预期。

根据公司财报,利安德巴塞尔第二季度调整后每股收益为0.62美元,远低于分析师预期的0.80美元。公司净利润降至1.15亿美元,营收为76.58亿美元,虽然略高于预期的75.25亿美元。业绩下滑主要归因于利润率下降和能源成本上升。特别是其最大业务部门——烯烃和聚烯烃美洲部门的调整后核心利润仅为3.18亿美元,较去年同期的6.7亿美元大幅下滑。

尽管面临挑战,利安德巴塞尔对未来持谨慎乐观态度。公司预计第三季度北美一体化聚乙烯的利润率将有所改善,原因是四月份的计划检修带来了竞争,以及稳固的国内需求和强劲的出口量支撑了价格上涨。此外,作为战略审查的一部分,公司正在与慕尼黑投资公司AEQUITA就出售欧洲部分烯烃和聚烯烃资产进行排他性谈判,以应对欧洲严格的监管环境。

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