异动解读 | 必和必拓集团盘中大涨5.32%,因上半年利润超预期及与惠顿贵金属达成协议

异动解读
Feb 17

必和必拓集团(BHP GROUP LTD)今日盘中股价大幅上涨5.32%,引起了市场的广泛关注。

消息面上,必和必拓集团公布了强劲的2026财年上半年财务业绩。其基本应占利润达到62.0亿美元,同比增长22%,超出市场预期。同时,公司宣布派发每股73美分的中期股息,派息率达到60%,也高于市场预测。业绩增长主要得益于铜价上涨32%以及铁矿石创纪录的产量和价格,铜业务利润首次超过铁矿石,成为集团主要盈利来源。

此外,公司宣布与惠顿贵金属国际有限公司达成一项长期白银流协议,并已获得43亿美元的预付款。该协议涉及从必和必拓在秘鲁安塔米纳矿的产出份额中交付白银,预计将为公司释放大量现金。公司首席执行官迈克·亨利表示,相关协议总计将释放超过60亿美元现金。同时,公司维持了2026与2027财年每年110亿美元的资本及勘探支出指引,显示了其对未来发展的持续投入和信心。这些积极的财务表现和战略合作共同提振了投资者信心,推动了股价的显著上涨。

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