<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/spain-bbva-invez.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1152" height="720" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/spain-bbva-invez.png"/></p>
<p>IBEX 35 指数在 2025 年表现出色，是全球表现最好的基准之一。它跃升至创纪录的 €17,335，较 1 月的低点 €11,820 大幅上涨。</p>
<p>该指数追踪西班牙最大的公司，今年上涨了 52%。相比之下，FTSE MIB 指数上涨了 32%，而 FTSE 100、DAX 和 CAC 40 分别上涨了 22%、23% 和 11%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/IBEX-35-1024x579.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="579" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/IBEX-35-1024x579.png"/></p>
<p><em>IBEX 指数与主要欧洲同行对比 | 来源：TradingView</em></p>
<h2>Indra Sistemas 是 IBEX 35 中表现最好的股票</h2>
<p>Indra Sistemas 的股票在 2025 年上涨了 184%，成为 IBEX 35 指数中表现最好的股票。这一激增使其市值超过了 96 亿欧元。</p>
<p>该公司的业务持续良好，最近的业绩显示其订单积压跃升至 95 亿欧元。其九个月的收入增长了 6%，而 EBITDA 增长了 10%。最重要的是，公司的净利润增长了 58%，达到了 2.91 亿欧元。</p>
<p>公司的增长得益于欧洲国防支出的持续增长，这在过去几年中不断上升。这也解释了为什么 Rheinmetall、Thales 和 BAE Systems 等其他公司也大幅上涨。</p>
<h2>Solaria Energia</h2>
<p>Solaria Energia 是 IBEX 35 指数中表现第二好的公司，上涨了 135%。这一激增发生在这家太阳能公司宣布计划将其产能提高三倍并提升盈利能力时。</p>
<p>Solaria 承诺投资 25 亿欧元，预计到 2028 年将其运营能力提高三倍。它还与 Repsol 签署了一项 150 兆瓦的太阳能协议和首个 180 兆瓦的风电合同。Solaria 还将业务扩展到蓬勃发展的数据中心行业。</p>
<p>该公司还发布了强劲的财务业绩，其九个月的 EBITDA 和净利润分别上升至 2.3 亿欧元和 1.41 亿欧元。</p>
<h2>Banco Santander</h2>
<p>Banco Santander 是 IBEX 35 中另一个主要赢家，上涨了 126%。这一激增使其市值超过 1610 亿欧元，成为全球最大的银行之一。</p>
<p>Santander 的激增与其他顶级欧洲银行如 Société Générale、Lloyds、Commerzbank 和 Deutsche Bank 的表现相似。它受益于相对较高的利率和欧洲经济的强劲。</p>
<p>Banco Santander 的税前利润在第三季度增长了 5.5%，达到了 46.5 亿欧元。其九个月的利润几乎增长了 5%，超过了 137.6 亿欧元。</p>
<p>紧随 Santander 之后的是其他西班牙银行，如 BBVA、CaixaBank、Bankiter 和 Banco Sabadell，分别上涨了 112%、99%、86% 和 80%。</p>
<p>IBEX 35 指数中的其他主要赢家包括 Grupo ACS、Mapfre、ArcelorMittal 和 Acciona。</p>
<h2>IBEX 指数中的主要滞后者</h2>
<p>今年只有少数几家公司出现下跌。流行的时尚和美容公司 Puig Brands 是表现最差的，下降了 16%。这一回落发生在 JPMorgan 进行重大下调后，原因是香水业务放缓。</p>
<p>今年下滑的其他公司包括 Telefonica、Cellnex Tel、Redeia Corporacion、Amadeus 和 Fluidra。</p>
<p>本文的标题是《这就是为什么西班牙的 IBEX 35 指数在 2025 年上涨了 52%》，最早出现在 Invezz 上。</p>

桑坦德银行

<p>IBEX 35 指数在 2025 年上涨了 52%，达到创纪录的 17,335 欧元，显著超越其他欧洲指数。Indra Sistemas 以 184% 的涨幅领跑，受益于强劲的财务业绩和国防支出的增长。Solaria Energia 和 Banco Santander 的表现也相当出色，分别上涨了 135% 和 126%，得益于战略投资和有利的经济环境。相反，Puig Brands 是表现最差的公司，因被摩根大通下调评级而下跌 16%。总体而言，该指数反映了主要西班牙公司在经济增长背景下的强劲表现</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/spain-bbva-invez.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/spain-bbva-invez.png"/></p>
<p>The IBEX 35 Index had a great performance in 2025 and was one of the best-performing global benchmarks. It jumped to a record high of €17,335, up sharply from the January low of €11,820.</p>
<div class="lb-trans"><p>IBEX 35 指数在 2025 年表现出色，是全球表现最好的基准之一。它跃升至创纪录的 €17,335，较 1 月的低点 €11,820 大幅上涨。</p>
</div><p>The index, which tracks the biggest Spanish companies, rose by 52% this year. In contrast, the FTSE MIB Index rose by 32%, while the FTSE 100, DAX, and the CAC 40 rose by 22%, 23%, and 11%, respectively.</p>
<div class="lb-trans"><p>该指数追踪西班牙最大的公司，今年上涨了 52%。相比之下，FTSE MIB 指数上涨了 32%，而 FTSE 100、DAX 和 CAC 40 分别上涨了 22%、23% 和 11%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/IBEX-35-1024x579.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/12/IBEX-35-1024x579.png"/></p>
<p><em>IBEX Index vs key European peers | Source: TradingView</em></p>
<div class="lb-trans"><p><em>IBEX 指数与主要欧洲同行对比 | 来源：TradingView</em></p>
</div><h2>Indra Sistemas was the top IBEX 35 stock</h2>
<div class="lb-trans"><h2>Indra Sistemas 是 IBEX 35 中表现最好的股票</h2>
</div><p>Indra Sistemas stock jumped by 184% in 2025, making it the best performer in the IBEX 35 Index. This surge brought its market capitalization to over €9.6 billion.</p>
<div class="lb-trans"><p>Indra Sistemas 的股票在 2025 年上涨了 184%，成为 IBEX 35 指数中表现最好的股票。这一激增使其市值超过了 96 亿欧元。</p>
</div><p>The company’s business continued doing well, with its recent results showing that its backlog jumped to €9.5 billion. Its nine-month revenue rose by 6%, while the EBITDA rose by 10%. Most importantly, the company’s net profit rose by 58% to €291 million.</p>
<div class="lb-trans"><p>该公司的业务持续良好，最近的业绩显示其订单积压跃升至 95 亿欧元。其九个月的收入增长了 6%，而 EBITDA 增长了 10%。最重要的是，公司的净利润增长了 58%，达到了 2.91 亿欧元。</p>
</div><p>The company’s growth was due to the ongoing performance of the European defense spending, which has continued growing in the past few years. This also explains why other companies like Rheinmetall, Thales, and BAE Systems soared.</p>
<div class="lb-trans"><p>公司的增长得益于欧洲国防支出的持续增长，这在过去几年中不断上升。这也解释了为什么 Rheinmetall、Thales 和 BAE Systems 等其他公司也大幅上涨。</p>
</div><h2>Solaria Energia</h2>
<div class="lb-trans"><h2>Solaria Energia</h2>
</div><p>Solaria Energia was the second-best performing company in the IBEX 35 Index as it jumped by 135%. The surge happened as the solar energy company announced a plan to triple its capacity and boost its profitability.</p>
<div class="lb-trans"><p>Solaria Energia 是 IBEX 35 指数中表现第二好的公司，上涨了 135%。这一激增发生在这家太阳能公司宣布计划将其产能提高三倍并提升盈利能力时。</p>
</div><p>Solaria committed to investing €2.5 billion, a move that it expects to triple its operational capacity by 2028. It also signed a 150 MW solar deal and the first 180 MW wind contracts with Repsol. Solaria also expanded its business to the booming data center industry.</p>
<div class="lb-trans"><p>Solaria 承诺投资 25 亿欧元，预计到 2028 年将其运营能力提高三倍。它还与 Repsol 签署了一项 150 兆瓦的太阳能协议和首个 180 兆瓦的风电合同。Solaria 还将业务扩展到蓬勃发展的数据中心行业。</p>
</div><p>The company also published strong financial results, with its nine-month EBITDA and net profit rising to €230 million and €141 million, respectively.</p>
<div class="lb-trans"><p>该公司还发布了强劲的财务业绩，其九个月的 EBITDA 和净利润分别上升至 2.3 亿欧元和 1.41 亿欧元。</p>
</div><h2>Banco Santander</h2>
<div class="lb-trans"><h2>Banco Santander</h2>
</div><p>Banco Santander was another top gainer in the IBEX 35 as it jumped by 126%. The surge brought its market cap to over €161 billion, making it one of the biggest banks in the world.</p>
<div class="lb-trans"><p>Banco Santander 是 IBEX 35 中另一个主要赢家，上涨了 126%。这一激增使其市值超过 1610 亿欧元，成为全球最大的银行之一。</p>
</div><p>Santander’s surge mirrored that of other top European banks like Société Générale <strong>,</strong> Lloyds, Commerzbank, and Deutsche Bank. It benefited from the relatively high interest rates and the robustness of the European economy.</p>
<div class="lb-trans"><p>Santander 的激增与其他顶级欧洲银行如 Société Générale、Lloyds、Commerzbank 和 Deutsche Bank 的表现相似。它受益于相对较高的利率和欧洲经济的强劲。</p>
</div><p>Banco Santander’s profit before tax rose by 5.5% to €4.65 billion in the third quarter. Its nine-month profit jumped by nearly 5% to over €13.76 billion.</p>
<div class="lb-trans"><p>Banco Santander 的税前利润在第三季度增长了 5.5%，达到了 46.5 亿欧元。其九个月的利润几乎增长了 5%，超过了 137.6 亿欧元。</p>
</div><p>Following Santander were other Spanish banks like BBVA, CaixaBank, Bankiter, and Banco Sabadell, which jumped by 112%, 99%, 86%, and 80%, respectively.</p>
<div class="lb-trans"><p>紧随 Santander 之后的是其他西班牙银行，如 BBVA、CaixaBank、Bankiter 和 Banco Sabadell，分别上涨了 112%、99%、86% 和 80%。</p>
</div><p>Other top gainers in the IBEX 35 Index were companies like Grupo ACS, Mapfre, ArcelorMittal, and Acciona.</p>
<div class="lb-trans"><p>IBEX 35 指数中的其他主要赢家包括 Grupo ACS、Mapfre、ArcelorMittal 和 Acciona。</p>
</div><h2>Top laggards in the IBEX Index</h2>
<div class="lb-trans"><h2>IBEX 指数中的主要滞后者</h2>
</div><p>There were just a handful of companies in the red this year. Puig Brands, a popular fashion and beauty company, was the top laggard as it dropped by 16%. This retreat happened after a major downgrade from JPMorgan, which cited the slowdown in the fragrance business.</p>
<div class="lb-trans"><p>今年只有少数几家公司出现下跌。流行的时尚和美容公司 Puig Brands 是表现最差的，下降了 16%。这一回落发生在 JPMorgan 进行重大下调后，原因是香水业务放缓。</p>
</div><p>The other companies that slipped this year were Telefonica, Cellnex Tel, Redeia Corporacion, Amadeus, and Fluidra.</p>
<div class="lb-trans"><p>今年下滑的其他公司包括 Telefonica、Cellnex Tel、Redeia Corporacion、Amadeus 和 Fluidra。</p>
</div><p>The post Here’s why Spain’s IBEX 35 Index jumped 52% in 2025 appeared first on Invezz</p>
<div class="lb-trans"><p>本文的标题是《这就是为什么西班牙的 IBEX 35 指数在 2025 年上涨了 52%》，最早出现在 Invezz 上。</p>
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以下是西班牙 IBEX 35 指数在 2025 年上涨 52% 的原因