-- 杰富瑞（Jefferies）周二发布的一份报告称，奥瑞卡（Orica，ASX：ORI）近期在北美和西澳大利亚的供应问题“可控”。 预计该公司近期在北美地区将面临硝酸铵替代供应困难，并将不得不增加从其全球供应基地进口原材料的成本，预计从2027年起每年将增加约3000万美元的支出。 然而，杰富瑞将奥瑞卡2026至2028财年的息税前利润预期上调了2%，这反映出印尼将煤炭产量目标提高20%后，亚太地区的业绩预期有所改善。 此外，俄罗斯硝酸铵减产也将有利于该公司在加拿大和澳大利亚的自身生产。 杰富瑞维持对奥瑞卡的“买入”评级和24.04澳元的目标价。 奥瑞卡股价周三午盘上涨近2%。
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