大摩发表报告指，内地燃料出口配额预计将在未来两个月内敲定。该行认为，由于国内燃料需求持续下降，2026年的配额应大幅提高，相信是一项强有力的“反内卷”措施，有助于对抗通缩，让国内炼油企业的炼油毛利与强劲的全球水平趋于汇合。如果这一情况发生，大摩料中石化(00386.HK) 明年盈利有望出现显著好转，在三大石油公司中产生最高的股息收益率。重申“增持”评级。中石油(00857.HK) 批发天然气价格...
Source Link大摩发表报告指，内地燃料出口配额预计将在未来两个月内敲定。该行认为，由于国内燃料需求持续下降，2026年的配额应大幅提高，相信是一项强有力的“反内卷”措施，有助于对抗通缩，让国内炼油企业的炼油毛利与强劲的全球水平趋于汇合。如果这一情况发生，大摩料中石化(00386.HK) 明年盈利有望出现显著好转，在三大石油公司中产生最高的股息收益率。重申“增持”评级。中石油(00857.HK) 批发天然气价格...
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