《大行》高盛升中石油(00857.HK)目标价至8.3元 上调中海油(00883.HK)目标价至20.9元

阿斯达克财经
Jul 07, 2025

高盛研究报告指,基于近期的地缘政治事件,次季布伦特油价已达每桶67美元,高于该行早前预计的65美元。而国有企业炼油厂的减产,加上独立炼油厂的低使用率,令本地油产品库存下降,以致在需求疲弱下,次季炼油利润仍高过预期。基于次季油价下跌20%,该行预期中石油(00857.HK) 及中石化(00386.HK) 净收入分别按年跌30%及46%,而中海油(00883.HK) 上半年净收入则跌16%。该行继续...

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