异动解读|淡水河谷盘中上涨3.09%,大股东推动罢免董事长叠加铁矿石提价预期

行情直击
Jun 15

6月15日,淡水河谷盘中上涨3.09%,报16.275美元/股,成交额1.93亿美元,逆势领涨钢铁板块。

消息面上,淡水河谷第一大股东Previ(持股约7.7%)于6月12日正式要求召开临时股东大会,推动罢免现任董事长Daniel Andre Stieler,并提名Manuel Oliveira接任,认为其领导有助于强化公司治理、提升战略管理水平。公司正评估召开临时大会的必要措施。

基本面方面,淡水河谷CEO此前表示中东冲突未导致全球金属需求崩塌,公司已将全年铁矿石均价预期由102美元/吨上调至112美元/吨,核心铁矿石业务全年自由现金流预期上调15亿美元。治理改善预期与盈利上修形成共振,推动公司在行业整体走弱背景下独立走强。

(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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