异动解读|美国雅保盘中下跌5.08%,智利港口罢工持续冲击公司出货能力

行情直击
Jun 27

6月27日,美国雅保盘中下跌5.08%,报133.88美元/股,成交额1.6亿美元,延续近期跌势。

消息面上,智利全国港口工人联盟(CUPCH)自6月18日发起的无限期全国大罢工仍在持续,已进入第9天。美国雅保在智利阿塔卡马盐湖的锂盐生产线正常运转,但核心出口港安托法加斯塔完全停摆,锂盐集装箱无法装船出境,厂区仓储占用率已升至80%,剩余约18天缓冲周期,若罢工延续超两周公司面临被动降产风险。此前Baird亦将公司目标价从236美元下调至224美元。锂矿板块近日整体承压,智利矿业化工、Sigma Lithium等同行均同步走弱。

(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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