天风证券04月29日发布研报称,给予中国石化(600028.SH,最新价:5.63元)买入评级。评级理由主要包括:1)中国石化2025Q1业绩略超预期;2)受油气价下降原因,板块利润明显承压;3)成品油需求达峰引发担忧,炼化板块利润持续承压。风险提示:经济衰退带来原油需求下降,从而导致油价大幅跌落的风险;未来新项目投产不及预期的风险。AI点评:中国石化近一个月获得3份券商研报关注,买入3家。文章...
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