原材料成本攀升挤压安姆科利润率——市场快讯

投资观察03-24

包装巨头安姆科的利润率正因中东能源设施遇袭导致的原材料供应中断而承压。杰富瑞集团指出，树脂价格较冲突前水平已上涨15%-30%，而树脂约占安姆科原材料成本的一半（约60亿美元）。尽管该机构预计利润率不会持续受压，但仍将调整后每股收益预测下调1%至安姆科指引区间下限（4.00-4.15美元/股）。同时预测安姆科自由现金流为17.5亿美元，低于公司预期。杰富瑞将目标价下调9.6%至75.27澳元/股。安姆科周一收盘报55.24澳元。

（本文时间标注为格林威治时间2157，即2026年3月23日17:57 ET）

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