自由港麦克莫兰:关注印尼出货量反弹与COMEX溢价

中金公司
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1Q25 业绩小幅超出我们及市场预期财务数据:自由港麦克莫兰1Q25 营收环比持平于57.28 亿美元,经调整EBITDA 环比-10.6%至18.88 亿美元,非通用会计准则净利润环比-20.4%至3.58 亿美元(折合0.25 美元/股),每股股利环比持平于0.15 美元。公司业绩小幅超越我们及市场预期,主要得益于价格实现率好于预期。运营数据:1Q25 铜和金的销量分别环比下降12.1%和...

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