异动解读 | PBF能源盘中大涨5.13%,季度亏损低于预期且获得2.5亿美元保险赔付

异动解读
Oct 30

PBF能源(PBF Energy)今日盘中大涨5.13%,引起市场广泛关注。这一涨幅主要受两个因素推动:公司第三季度业绩好于预期,以及获得与马丁内斯炼油厂火灾相关的大额保险赔付。

根据公司最新财报,尽管马丁内斯炼油厂因火灾停工造成损失,PBF能源第三季度调整后每股亏损为0.52美元,优于分析师预期的0.67美元亏损。公司第三季度炼油毛利率(不包括特殊项目)为每桶9美元,较去年同期的每桶6.79美元有显著提升。这一改善反映了美国炼油行业整体利润率的回升,帮助公司抵消了部分停工损失。

另一个推动股价上涨的重要因素是保险赔付。PBF能源将获得与马丁内斯炼油厂火灾相关的第二笔2.5亿美元未分配款项,使保险赔偿金总额达到约5亿美元。公司预计,重建火灾损坏单元及恢复马丁内斯炼油厂全面运营的费用将基本由财产保险覆盖。目前,该炼油厂仍处于有限运营状态,日产量在85,000至105,000桶之间,公司预计将在年底前恢复全面运营,具体取决于监管部门的批准和关键设备的可用性。

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