智通财经APP获悉，中银国际发布研报称，由于布伦特石油均价在今年首季度同比下跌8%，预计中国石油板块三大龙头在同期皆录得盈利同比下降，当中以中国石油化工股份(00386)的跌幅为最大。中银国际提及，最近的油价下跌是期货市场投机资金净长仓头寸大幅减少所导致，相信油价已经见底。由于石油板块三大龙头的H股股价，在现水平能有7.5%至8.3%的2025年预期股息收益率，该行认为足够吸引。因此，维持对石油板块的“增持”评级，相对喜欢中国海洋石油(00883)及中国石油股份(00857)。
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