6月30日，美国美盛盘中下跌5.48%，报21.40美元/股，成交额1787.35万美元。同日BMO Capital将其目标价由31美元下调至30美元，维持跑赢大盘评级，这是近两个月来第七家下调目标价的机构。
基本面方面，公司面临硫磺（约540美元/吨）及氨（约610美元/吨）等原材料成本高企压力，磷肥业务利润率处于历史低位。RBC此前指出，磷肥利润率修复可能需等到2027年，短期盈利拐点偏弱。公司一季度调整后EPS仅0.05美元，大幅不及市场预期的0.24美元，并已启动巴西磷酸盐减产100万吨及全球钾肥减产15%以应对低迷市况。值得注意的是，同行业Nutrien涨3.32%、CF工业涨2.45%，美盛逆势走弱反映市场对其成本端劣势的持续定价。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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