异动解读|必和必拓盘中下跌3.18%,全球最大铜矿罢工风险升温叠加多地劳资纠纷

行情直击
Sep 23

9月23日,必和必拓盘中下跌3.18%,报85.04美元/股,成交额5488.48万美元。

消息面上,必和必拓旗下智利Escondida铜矿——全球最大铜矿——工会领导人呼吁成员拒绝公司最终薪酬方案,罢工风险显著上升。代表逾1000名主管和员工的工会表示,公司方案未能满足诉求。与此同时,必和必拓澳大利亚Port Hedland港口工人薪资谈判也已破裂,工会将申请仲裁。铜业务已成为必和必拓最大收入来源,上一财年铜EBITDA占集团54%,若Escondida发生停工将直接冲击产量与盈利预期,同时全球铜供应收缩预期也在加剧市场对公司运营成本上行的担忧。多种金属与采矿行业整体承压,力拓跌2.61%、泰克资源跌4.25%。

(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。)

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