异动解读|麦克莫兰铜金盘中下跌3.04%,Q2盈利超预期但营收同比下滑

行情直击
Jul 23

7月23日,麦克莫兰铜金盘中下跌3.04%,报63.07美元/股,成交额2.49亿美元。

消息面上,公司公布第二季度业绩,调整后每股收益0.74美元,远超市场预期的0.62美元,同比增长37%;营收70.3亿美元,高于分析师预期的67.1亿美元,但较去年同期的75.8亿美元下滑约7.3%。尽管盈利大幅超预期,营收同比回落或令市场对铜价及销量前景产生担忧。公司预计全年铜矿净现金成本约每磅1.90美元,营运现金流接近83亿美元。此外,公司已确定亚利桑那州巴格达选矿厂产能提升超一倍的机会。铜行业板块当日整体承压,南方铜业跌4.22%,Ero Copper跌2.38%。

麦克莫兰铜金是全球最大公开交易铜生产商之一,核心资产包括印尼Grasberg矿区、亚利桑那州Morenci矿区及秘鲁Cerro Verde运营项目。

(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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