中银国际发表研究报告指,中石油(00857.HK) 首季盈利按年升2%至468亿元人民币,较该行预测高出9%。集团的上游板块的经营溢利令人惊喜,该数据于油价按年下跌7%的情况下仍按年增长7%。
展望未来,中银国际表示,如果油价保持在当前水平,中石油次季的盈利将按季下滑。不过,美国总统特朗普对关税战的态度反复无常,加上他尝试强迫伊朗达成新的核协议,这些因素都会左右油价。
该行将集团2025至27年的盈利预测上调1%至2%,维持“买入”评级,并将H股目标价由原先8.06元轻微上调至8.08元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-02 16:25。)
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