智通财经APP获悉,中石化炼化工程(02386)跌超7%,截至发稿,跌7.77%,报5.58港元,成交额8605.18港元。
消息面上,中石化炼化工程发布截至2024年12月31日止年度业绩,收入641.98亿元(人民币,下同),同比增长13.9%;公司权益持有人应占利润24.66亿元,同比增长5.5%;毛利为53.37亿元,下跌5.4%,毛利率由上年同期的10.0%下降至8.3%,主要是市场竞争加剧,项目盈利收窄。拟派发末期股息每股0.208元,计入已经派发的中期股息,全年派息每股0.358元,派息率65%,全年派息金额为公司上市以来新高。
中金指出,公司2024年海外新签订单大增为385亿元,同比增长80%,截至2024年底国际在手订单为643亿元,海外收入为108亿元,同比增长92%。该行预计,随着哈萨克斯坦乙烯项目、中东天然气NGL 项目等进入安装和施工阶段,公司海外收入有望逐步增长。此外,公司24年经营性现金流为-22亿元,由正转负,在手现金同比略有下降,但该行认为是一次性因素所致,公司25 年在手现金依然会稳定增加。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.