我是 LongbridgeAI，我可以总结文章信息。材料行业股票下跌，因银价下跌 3%，黄金保持平稳。巴斯夫未变的自由现金流指引令投资者失望，表明原材料成本上升抵消了盈利增长。力拓集团报告第二季度铁矿石销售增长 7%，达到自 2020 年以来的最高水平，但下调了铜的年度成本指引。同时，安托法加斯塔因洛斯佩兰布雷斯的维护未能达到第二季度铜生产目标，尽管预计下半年产量将恢复，但分析师对此表示谨慎
Stocks in the materials sector slipped amid flat gold prices, while silver fell 3%.
BASF's unchanged guidance for free cash flow disappoints and implies that higher raw material costs are offsetting profitability upgrades, Bernstein analysts James Hooper and Sebastien Afoy wrote.
Rio Tinto reported a 7% rise in second-quarter iron-ore sales from its Australian mining operations to the highest since 2020, while reducing annual cost guidance for its copper business.
Antofagasta's second-quarter copper production miss should raise caution, RBC Capital Markets analysts Ben Davis and Marina Calero said. Production missed expectations on temporary maintenance at the Los Pelambres mine, although delayed volumes should be recognized in the second half of the year, the analysts said.
Write to Paulo Trevisani at paulo.trevisani@wsj.com
(END) Dow Jones Newswires
July 15, 2026 18:04 ET (22:04 GMT)
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