智通财经APP获悉，瑞银发布研报称，基于上海石油化工股份(00338)的第三季业绩及其主要产品的前景，下调上石化今年预测至亏损3.85亿元人民币，并降2026至2027年每股盈测7至10%，相应目标价由1.89港元降至1.87港元，续予“买入”评级。
上海石油化工股份今年首九个月的收入同比减少11%，录净亏损4.32亿元人民币。受惠于资产减值损失逐步减少，公司第三季录得纯利3,100万元人民币，按季转亏为盈。然而，由于成品油销售逊于预期，加上烯烃的基本面仍然疲弱，公司表现仍未达到该行预期。该行认为，随着“反内卷”推进，炼油和化工行业的中长期基本面或有所改善。
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