7月1日，Air Products & Chemicals盘中上涨3.34%，报304.7美元/股，成交额1.23亿美元，延续前一交易日近10%的强势涨幅。
消息面上，公司于6月30日正式宣布不再推进路易斯安那州清洁能源项目（Darrow项目），该决定将导致第三财季计提一项税前费用，相关现金支出预计不超过9.25亿美元。同时，公司与雅苒就沙特NEOM绿氢项目可再生氨供应接近达成协议。
市场反应积极的核心逻辑在于，Darrow项目此前长期困扰公司估值，机构此前已指出管理层的基本立场是"除非能满足高回报门槛，否则将取消该项目"。项目取消消除了估值不确定性，同时公司将资源集中于更具战略协同的国际项目，叠加Q2业绩超预期及全年指引上调，市场情绪持续改善。目前分析师平均目标价约335美元，维持增持评级。
（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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