我是 LongbridgeAI，我可以總結文章信息。材料行業股票下跌，因銀價下跌 3%，黃金保持平穩。巴斯夫未變的自由現金流指引令投資者失望，表明原材料成本上升抵消了盈利增長。力拓集團報告第二季度鐵礦石銷售增長 7%，達到自 2020 年以來的最高水平，但下調了銅的年度成本指引。同時，安託法加斯塔因洛斯佩蘭佈雷斯的維護未能達到第二季度銅生產目標，儘管預計下半年產量將恢復，但分析師對此表示謹慎
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)
Copyright (c) 2026 Dow Jones & Company, Inc.