SCCO 最新10-Q变化
将 SCCO 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-07-31 与上一份 10-Q · 2026-04-30
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +141 | −94 | ~25 | 32 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~5 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 7 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 无段落级文字变化 | 0 | 0 | 0 | 5 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):其他信息
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-07-31
●Molybdenum: Accounted for 11.1% of our sales in the second quarter of 2026, and became our most significant by-product during the period. Prices for molybdenum averaged $29.44 per pound in the second quarter of 2026, compared to $20.57 in the same period of 2025, representing a 43.1% increase.
●Silver: Represented 8.8% of our sales in the second quarter of 2026. Prices averaged $73.49 per ounce in the second quarter of 2026, compared to $33.62 in the same period of 2025 (+118.6%). We believe that industrial demand will strongly support silver prices.
Net sales in the second quarter of 2026 totaled $4,289.0 million, which represented a 40.6% increase compared to the same period in 2025. This increase, which was primarily driven by higher prices for copper (LME, +39.8%; COMEX, +30.5%), molybdenum (+43.1%), silver (+118.6%), and zinc (+30.8%), occu…
Net sales for the first half of 2026 increased by 38.4% compared to the same period in 2025. This increase, which was primarily driven by higher sales volumes of silver (+1.1%) and zinc (+2.6%), as well as higher prices for copper (LME, +38.8%; COMEX, +28.6%), molybdenum (+33.7%), silver (+137.9%), …
Net income attributable to SCC for the first half of 2026 increased by 69.2% compared to the same period in 2025. This increase was primarily driven by higher net sales (+38.4%), which reflected higher metal prices across all our products, while operating costs increased at a considerably lower rate…
相对上期删除的文字 · 来源:10-Q · 2026-04-30
●Silver: Represented 12.5% of our sales in the first quarter of 2026, and became our most significant by-product during the period. Prices averaged $83.33 per ounce in the first quarter of 2026, compared to $32.31 in the same period of 2025 (+157.9%). This strong increase in prices, together with hi…
●Molybdenum: Accounted for 10.5% of our sales in the first quarter of 2026. Prices for molybdenum averaged $25.37 per pound in the first quarter of 2026, compared to $20.43 in the same period of 2025, representing a 24.2% increase.
For 2026, we believe that prices will hold at the current level of about $22.00 per pound due to high demand for stainless steel in China and given its diverse applications in critical industries.
Net sales in the first quarter of 2026 totaled $4,251.4 million, representing a 36.2% increase compared to the same period in 2025. This performance was mainly supported by growth in the sales volumes of silver (+11.6%) and zinc (+16.4%), together with higher prices for copper (+37.5% LME; +26.9% CO…
Production: The table below highlights our mine production data for the three-month period ended March 31, 2026 and 2025:
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议