节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
smmnn2月5日消息，全球矿业巨头力拓正式宣布停止与嘉能可的合并谈判，持续数月的“强强联姻”因利益分配互不相让宣告流产。双方原计划打造市值超2000亿美元的矿业帝国，谈判终结后，嘉能可股价大跌7%，力拓下跌2.6%，市场对行业巨无霸诞生的期待瞬间转为唏嘘。
这是双方一年多内的第二轮闭门磋商，亦是历史上第三次“擦肩而过”。知情人士称本次谈判为“史上最认真、最严谨的尽职调查”，力拓最初意图整合嘉能可的铜矿资产、煤炭业务及贸易营销部门，但双方在估值分配上陷入僵局。汇丰银行分析师预测力拓需支付约30%溢价才能推进，嘉能可管理层则坚守2011年IPO时每股530便士的“心理尊严线”，并要求合并后新公司中占有40%股权，认为力拓开价低估其铜业务长期增长潜力与资产价值。
此次联姻尝试非孤立市场行为，..
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