7月16日，必和必拓夜盘下跌3.43%，报82.55美元/股，成交额14.43万美元。
消息面上，必和必拓公布第四财季运营数据，铜产量因埃斯孔迪达和Pampa Norte矿区产出下降而低于市场预期。更为关键的是，公司预计2027财年铜产量将大幅降至165万至180万吨，远低于2026财年195.3万吨的水平，主要原因为全球最大铜矿埃斯孔迪达矿石品位预期下降。铁矿石方面，第四财季产量7480万吨亦低于一致预期的7510万吨及去年同期的7750万吨。尽管全年铁矿石产量2.65亿吨创纪录新高，但铜业务作为公司核心增长支柱，产量指引大幅下调显著打压市场情绪。
（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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