英国石油(BP)今日盘中大跌6.02%，引起了市场的广泛关注。
消息面上，英国石油公布了2025年第四季度及全年业绩。尽管第四季度调整后净利润达15.4亿美元，同比增长约32%，符合市场预期，但公司意外宣布暂停股票回购计划，并将全部超额现金用于加速强化资产负债表。这一决定被市场普遍解读为在油价持续低迷的压力下，公司正优先考虑财务稳健性，而非立即回报股东。
此外，英国石油2025年全年净利润为74.9亿美元，低于分析师预期的75.8亿美元，较2024年的近90亿美元有所下滑。公司还在第四季度计入了高达42亿美元的资产减值，主要涉及其太阳能和生物燃气业务。在油价创下新冠疫情以来最大年度跌幅的背景下，英国石油的这一战略调整引发了投资者对该公司现金流和股东回报能力的担忧。
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