智通财经APP获悉，中石化冠德(00934)尾盘涨超9%，截至发稿，涨7.46%，报4.9港元，成交额4132.29万港元。
国泰君安指出，总体看，短期原油价格或仍处于70-75美元/桶震荡，但值得注意的是布伦特原油价格已经徘徊在支撑价格附近，如果不能有效形成反弹，地缘溢价进一步消退可能导致布伦特原油短期平台或下移。此外，临近年底市场风险偏好或降低，经营性现金流稳定的品种或成为市场近期配置的方向。推荐经营业绩波动相对稳定的昆仑能源、中石化冠德。
该行此前指出，码头业务方面，马鞭洲码头石脑油接卸升级改造项目按进度顺利推进，建成后将进一步提高华德石化收入规模；LNG运输方面，23年底故障的LNG船已于2024年6月恢复正常运行，下半年该板块利润贡献有望改善；海外仓储方面，富查伊拉公司与港口超大油轮码头连接管网工程已接近完工，建成后可提升储罐周转速度和作业灵活性，提高盈利水平。同时积极推进Vesta在比利时的全资附属公司VTA与安特卫普港新建码头连接项目，将提高VTA的泊位能力。
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