《大行》美银证券上调油价预测 升中石油(00857.HK)目标价至8元

阿斯达克财经
Jul 17, 2025

美银证券表示,2025年第二季,市场能源价格持续按季下降,其中中国动力煤及冶金煤价格分别下跌12%及9%,布伦特期油价格下跌11%,东北亚现货液化天然气(LNG)下跌12%。与此同时,受可再生能源替代、贸易冲突及刺激政策有限的影响,能源需求保持疲弱。2025年前五个月,中国动力煤表观需求为16.47亿吨,按年下降0.4%;石油需求为3.81亿吨,按年增长0.8%;天然气需求为1,740亿立方米,...

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