🇺🇸 SECSouthern Copper Corp.Codex · 实盘不做把握 7/10
北京时间·🕒 发布 07-22 08:51:40时区推断·⟳ 抓取 07-22 10:24:16·⚡ 决策 07-23 23:31:24 +1d13h·95.8 天前
南方铜业披露二季度业绩创纪录并派息，但已完成盘后与次日交易反应
南方铜业（SCCO.US）2Q26净销售额42.89亿美元、净利润16.70亿美元，主要受铜、钼、锌、银价格同比上涨推动。
📄 原文Southern Copper Corp.↗ 原文
Directory List of /Archives/edgar/data/1001838/000110465926085515 Search Options Skip to Main Content About What We Do…
不做 南方铜业（SCCO.US）
财报利好明确但已于7月21日盘后披露并在7月22日交易，超预期幅度有限且股价已同向反应，当前11:30 ET再追缺少新鲜edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 南方铜业提交8-K，披露2Q26业绩新闻稿、季度现金股息和股票股息。
- 财经数据站转发南方铜业2Q26销售额、净利润和EPS数据，说明信息已公开传播。市场反应:页面显示南方铜业相关报价已有+7.39%的区间反应。
- 财报电话会稿称EPS和收入均小幅高于预期，股票从188.01美元附近涨至约194.41美元。市场反应:报道称财报后股价上涨约3.4%。
- MarketBeat记录7月22日SCCO收于195.38美元、涨3.92%，盘后小幅回落，说明财报利好已被交易。市场反应:SCCO 7月22日收盘+3.92%，盘后-0.62%。
关键理由
- 南方铜业（SCCO.US）2Q26净销售额42.89亿美元、净利润16.70亿美元，主要受铜、钼、锌、银价格同比上涨推动。
- 公司同时披露每股1.10美元现金股息及0.0120股股票股息，但这属于财报日一并公布的股东回报信息。
- 该财报相对市场预期只是小幅超预期，公开后已至少交易一个完整美股交易日，短线事件窗口大概率已被消化。
主要风险
- 业绩增长主要来自金属价格而非产量扩张，铜产量2Q同比下降3.5%，后续更依赖铜价维持高位。
- 信号抓取距SEC披露约38.6小时，市场已看到财报与电话会内容，追入缺少新鲜度优势。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-22 · 影响 weakens
未发现否定财报真实性的反证，但财报只小幅超预期且股价已在次日上涨，削弱追多edge。
检索:Southern Copper Q2 2026 results July 21 2026 net income SCCO stock reaction 原文 ↗
原文全文
展开原文 · 1,796 字
Directory List of /Archives/edgar/data/1001838/000110465926085515
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/1001838/000110465926085515
Parent Directory
Name
Size
Last Modified
0001104659-26-085515-index-headers.html
2026-07-21 20:51:40
0001104659-26-085515-index.html
0001104659-26-085515.txt
0001104659-26-085515-xbrl.zip
37724
FilingSummary.xml
1718
MetaLinks.json
17255
R1.htm
39678
report.css
2767
scco-20260721.xsd
2699
scco-20260721x8k.htm
44347
scco-20260721x8k_htm.xml
4894
scco-20260721xex99d1.htm
378868
scco-20260721xex99d1001.jpg
67105
scco-20260721xex99d1003.jpg
11302
scco-20260721xex99d1004.jpg
1928
scco-20260721xex99d1005.jpg
2387
scco-20260721_lab.xml
15926
scco-20260721_pre.xml
10232
Show.js
1085
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/1001838/000110465926085515
Parent Directory
Name
Size
Last Modified
0001104659-26-085515-index-headers.html
2026-07-21 20:51:40
0001104659-26-085515-index.html
0001104659-26-085515.txt
0001104659-26-085515-xbrl.zip
37724
FilingSummary.xml
1718
MetaLinks.json
17255
R1.htm
39678
report.css
2767
scco-20260721.xsd
2699
scco-20260721x8k.htm
44347
scco-20260721x8k_htm.xml
4894
scco-20260721xex99d1.htm
378868
scco-20260721xex99d1001.jpg
67105
scco-20260721xex99d1003.jpg
11302
scco-20260721xex99d1004.jpg
1928
scco-20260721xex99d1005.jpg
2387
scco-20260721_lab.xml
15926
scco-20260721_pre.xml
10232
Show.js
1085
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。