财政部Wine Estates在H1 2026上报了649.4M美元的损失,原因是美国资产减记751M美元,受到美中市场挑战的伤害。 Treasury Wine Estates posted a $649.4M loss in H1 2026 due to a $751M U.S. asset write-down, hurt by market challenges in the U.S. and China.

2026年上半年,作为Penfolds业主的财政部葡萄酒庄园净损失6.494亿美元,扭转了去年同期的2.209亿美元利润,这主要是由于美国资产的税后减值7.51亿美元造成的。 Treasury Wine Estates, owner of Penfolds, reported a $649.4 million net loss for the first half of 2026, reversing a $220.9 million profit from the same period last year, primarily due to a $751 million post-tax impairment of U.S. assets. 没有包括一次性费用,净利下降了46.3%,至1.285亿美元,而利息,税收和物质项目的基础收益达到2.364亿美元,略高于预期,但同比下降了近40%. Excluding the one-time charge, net profit fell 46.3% to $128.5 million, while underlying earnings before interest, tax, and material items reached $236.4 million, slightly above guidance but down nearly 40% year-on-year. 下降的驱动因素是美国和中国市场的持续挑战,包括中国限制货运的平行进口活动中断。 The decline was driven by ongoing challenges in the U.S. and Chinese markets, including disruptions from parallel import activity in China that restricted shipments. 尽管财政出现挫折,但核心业务业绩仍保持在预期范围内。 Despite the financial setbacks, core operational performance remained within expected ranges.