淡水河谷:2Q25业绩因降本成效突出而超预期 公司下调全年铜成本指引

中金公司
Aug 06

2Q25 业绩好于市场和我们预期2Q25 收入环比+8.4%至88.04 亿美元;备考和调整后EBITDA 环比分别+6.6%和+8.7%至34.24 亿美元和33.86 亿美元;净利润环比+51.9%至21.17 亿美元。业绩整体超出市场和我们预期,主要因公司成本和费用控制好于预期。发展趋势公司具备业内独特的根据市场环境不同而调节产品组合的灵活性。2Q25 公司60-62%品位的其他铁矿粉产品的...

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