智通财经APP获悉，瑞银发布研报称，上海石油化工股份(00338)上半年收入同比跌9%，净亏损4.62亿元人民币，符合其早前发出的盈利预告。第二季净亏损扩大至3.72亿元人民币，主要是由于资产减值亏损4.17亿元人民币。报告引述上石化指，公司下半年将继续推进碳纤维产能建设。瑞银认为，随着内地提炼及化工行业反内卷推进，石化行业经营环境将见改善。该行降集团今年盈测至2,100万元人民币，并下调其2026至27年的盈测2%至18%，目标价由1.93港元降至1.89港元，维持“买入”评级。
智通财经APP获悉，瑞银发布研报称，上海石油化工股份(00338)上半年收入同比跌9%，净亏损4.62亿元人民币，符合其早前发出的盈利预告。第二季净亏损扩大至3.72亿元人民币，主要是由于资产减值亏损4.17亿元人民币。报告引述上石化指，公司下半年将继续推进碳纤维产能建设。瑞银认为，随着内地提炼及化工行业反内卷推进，石化行业经营环境将见改善。该行降集团今年盈测至2,100万元人民币，并下调其2026至27年的盈测2%至18%，目标价由1.93港元降至1.89港元，维持“买入”评级。
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