Core Insights - Cleveland-Cliffs' stock surged 16% following the release of its latest quarterly earnings, indicating strong market reaction to financial performance [1] Financial Performance - The company's adjusted EBITDA for the third quarter was $143 million, exceeding the FactSet analyst expectation of $127.9 million [2] Market Dynamics - The CEO attributed the recovery in demand for automotive-grade steel in the U.S. to President Trump's trade policies, specifically the 50% tariffs on imported steel [2] - Cleveland-Cliffs has secured new, expanding supply agreements with major automotive OEMs, reflecting the reliability of its supply chain centered around its nine galvanizing plants [2] Strategic Focus - The company is exploring opportunities in rare earth production, recognizing its importance in the current market landscape [3] - Cleveland-Cliffs has assessed all mining and tailings sites, with locations in Michigan and Minnesota showing the most potential for rare earth resources [3]

钢铁制造商克利夫兰克里夫公司(CLF.US)于10月20日盘前发布第三季度财报，数据显示，公司Q3营收 47亿美元，同比增长3.5%，但较市场预期低2亿美元，非公认会计准则每股收益(Non-GAAP EPS) 为-0.45美元，与市场预期持平。经调整的息税折旧摊销前利润(EBITDA)为1.43亿美元，高于此前华尔 街预期的1.28亿美元。 同时，公司更新了2025财年全年业绩指引，具体调整上，资本支出从此前预期的6亿美元下调至约5.25 亿美元;销售、一般及管理费用(SG&A)从5.75亿美元下调至约5.5亿美元; 钢铁单位成本维持此前指引，较2024年每净吨降低约50美元(已根据汽车发货量提升情况调整); 折旧、损耗及摊销(DDA)维持约12亿美元;养老金与其他退休后福利(OPEB)现金支出及缴款维持约1.5亿 美元。 对比2024年第三季度(去年同期)数据，本季度基准钢价平均约为800美元/吨，而去年同期平均约为700美 元/吨。 这份业绩报告表现稳健，推动克利夫兰克里夫股价在盘前交易中上涨8%;同期标普500指数期货和道琼 斯工业平均指数期货分别上涨0.53%和0.52%。截至周一，克利夫斯股价今年已 ...