智利矿业化工(SQM)今日盘中大涨5.05%，引起了市场的广泛关注。
消息面上，公司公布了2026年第一季度财报，业绩表现远超市场预期。报告显示，公司一季度营收同比增长69.8%至17.601亿美元，净利润激增165.2%至3.647亿美元，每股收益(EPS)从去年同期的0.48美元大幅攀升至1.28美元，毛利率也显著修复至44.2%。
此外，公司对未来前景表示乐观，正式上调了全年业绩指引。基于对全球锂需求持续高企的评估，公司将全年锂销量增长预期从此前的10%上调至15%。同时，特种植物营养素(SPN)业务也因市场供应缺口而表现强劲，公司相应将其全年销量增速指引上调至10%。这些积极的财务数据和乐观的业绩展望，是推动股价在交易时段内显著上涨的主要动力。
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