6月23日，必和必拓夜盘下跌3.33%，报82.92美元/股，成交额60.17万美元。消息面上，公司此前公告称，因加拿大萨斯喀彻温詹森钾肥项目二期扩建成本大幅超支，预计计提约23亿美元资产减值费用。
具体来看，詹森二期总投资预算从此前的49亿美元上调至69亿美元，涨幅达41%，主要受额外施工劳动力需求、材料用量增加及通胀推动。截至5月末二期工程完成约16%建设进度，达产后年产钾肥436万吨，两期合计总产量约占全球钾肥供给10%。同业力拓同期下跌2.58%，板块整体承压。
（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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