中银国际的研究报告指,中海油(00883.HK) 今年首季的盈利按年下降8%至366亿元人民币,高过该行预期,主要差异来自高于预期的实现油价和低于预期的成本。该行指,如果油价维持在当前水平,公司今年次季的盈利将按季下滑。然而,特朗普对于其关税战善变的态度和其对伊朗的策略能使油价大幅波动。
该行根据业绩和年报,把公司2025年至2027年的盈利预测调整了跌1.5%至升1.5%,维持评级“买入”,目标价小幅下调至23.55元。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 16:25。)
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