节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10


周四，印度金属至石油综合企业韦丹塔（Vedanta）季度利润未达预期。铝和铜价格下跌，以及税收支出增加，盖过了强劲本土需求带来的影响。

韦丹塔的铝业务在印度规模最大，为公司贡献近40%的营收。锌业务规模次之，铜业务位列其后。

报告期内，受地缘政治紧张局势以及美国贸易政策不确定性影响，基准三个月期铝和铜价格同比分别下跌4%和4.1%。

大宗商品价格走低，往往会冲击矿业公司的销售价格和利润率。

在截至6月30日的季度里，韦丹塔整体营收同比增长6.2%，至3743.4ĺ..

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