节点：上游（原材料/资源端）位置：上游情绪：利空参考度：10/10


英美资源集团（LON: AAL）周五公布亏损37亿美元，因对戴比尔斯集团新增23亿美元减值计提，全球钻石市场持续恶化的危机仍拖累该矿企利润。此次税前减值将戴比尔斯的账面价值从逾40亿美元降至23亿美元。过去一年，受需求疲软和高库存压制价格影响，英美资源已对该业务计提减值68亿美元。

尽管遭遇冲击，持续经营核心盈利仍增长2%至64亿美元。该矿企宣派每股0.23美元股息（约2亿美元），较上年同期每股0.64美元（约8亿美元）下降64%；净债务降至86亿美元。铜和铁矿石仍是英美资源的主要利润驱动因素，预计重组完成后将支撑其盈利表现。

2024年英美资源在击退必和必拓（ASX: BHP）的收购要约后，正重塑业务组合。当时其披露计划剥离钻石、煤炭和铂族金属业务；此后与泰克资源（TSX: TECK.A/TECK.B；NYSE: TECK）达成合并协议，拟组建全球最大铜生产商之一。双方股东已批准该交易，目前正寻求监管机构批准。

目前英美资源仍持有钻石和煤炭业务。钻石行业仍承压，旗下两座旗舰煤矿因火灾停产。泰克交易将扩大英美资源的铜资产布局ϼ..

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