美国化肥生产商美国美盛（MOS）周二夜盘大涨5.02%，主要受益于该公司公布的第一季度财报优于市场预期。
根据公司发布的财报，美国美盛第一季度调整后每股收益为0.49美元，超过分析师平均预期的0.45美元。该公司的强劲表现主要得益于其南美业务的显著增长。南美化肥业务调整后的核心利润从去年同期的8300万美元增至1.22亿美元，净销售额也从8.86亿美元增长至9.34亿美元。
此外，美国美盛上调了2025年的钾肥产量预期，从之前的870万吨至910万吨提高到900万吨至940万吨。这表明公司对未来市场需求持乐观态度，预计需求改善将推动价格上涨。尽管全球贸易存在不确定性，美国美盛仍然预计农业和化肥市场将保持强劲。公司还对巴西市场的增长前景表示乐观，因为巴西国内消费和出口需求强劲，农作物价格正在上涨。值得注意的是，2024年巴西市场占美国美盛总收入的近40%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.