金吾财讯 | 德国农化与制药巨头拜耳(BAYRY)周二正式发布2026年第一季度财报。数据显示，拜耳第一季度销售额134.1亿欧元，略低于此前市场预期；核心利润同比增长9%，达到44.5亿欧元。农业部门表现尤为亮眼，利润增幅近18%。这主要归功于专利许可纠纷的解决，以及玉米和大豆种子销量的显著提升。不过，受市场需求疲软影响，该部门除草剂收入面临挑战，其中草甘膦系列产品(如Roundup)的销售额同比大幅下降15.1%。拜耳在报告中指出，尽管中东局势导致部分地区客户“推迟购买”草甘膦产品，但同时也推高了能源成本，削弱了市场中低成本竞争对手的价格优势，从而支撑了产品定价。公司同时强调，目前的国际冲突尚未对其业绩指引产生“重大实质性影响”。
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