异动解读 | 智利矿业化工盘前大跌5.64%,二季度盈利因锂价下滑大幅下降

异动解读
Aug 20, 2025

智利矿业化工(SQM)今日盘前大跌5.64%,主要原因是公司公布的第二季度财报显示业绩大幅下滑。

根据财报,智利矿业化工第二季度调整后净利润为3.079亿美元,同比下降28%,低于市场预期的1.44亿美元。公司收入为10.4亿美元,也未达到分析师预期的10.7亿美元。业绩下滑的主要原因是锂价大幅下跌,受全球供应过剩的影响,锂价已跌至多年来的最低点。

尽管面临当前困境,智利矿业化工对未来仍持谨慎乐观态度。公司预计2025年在智利的业务销售量将较去年增长约10%,并上调了在澳大利亚的销售预期。此外,公司表示近期市场动态显示第三季度的锂价可能会高于第二季度。智利矿业化工还透露,其与Kwinana精炼厂的合资企业已于7月实现首次商业生产,预计在2026年底达到5万吨氢氧化锂的满负荷产能。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10