金吾财讯 | 全球锂业巨头智利矿业化工（SQM）公布2026年第二季度财务业绩。受锂产品销量创历史新高推动，公司二季度多项核心财务指标远超市场预期。数据显示，公司二季度按美国通用会计准则（GAAP）计算，每股收益（EPS）为2.31美元，高于市场预期0.26美元。毛利达12.6亿美元，相比2025年同期的2.53亿美元激增398.1%，盈利能力显著修复。期内，营收达24.7亿美元，同比大幅增长137.5%，超出市场预期2.5亿美元。碳酸锂当量销量超8.4万公吨。公司管理层基于此，将2026年全球锂需求预期上调至210万吨以上，并对行业长期基本面保持乐观。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.