瑞银发表研究报告指,上海石油化工股份(00338.HK) 2025年收入按年下跌13%至756亿元人民币(下同),净亏损14亿元,符合早前披露的盈警预期。单计第四季的净亏损为10亿元,主要由于期内炼油基本面受压,令毛利率由第三季的17%急剧收窄至12%,加上设备检修导致产品付运量按季显著下跌。该行建议继续关注中东局势对油价及运费的影响。上石化正推动碳纤维业务的高质量发展,已实现60K大丝束碳纤维...
Source Link瑞银发表研究报告指,上海石油化工股份(00338.HK) 2025年收入按年下跌13%至756亿元人民币(下同),净亏损14亿元,符合早前披露的盈警预期。单计第四季的净亏损为10亿元,主要由于期内炼油基本面受压,令毛利率由第三季的17%急剧收窄至12%,加上设备检修导致产品付运量按季显著下跌。该行建议继续关注中东局势对油价及运费的影响。上石化正推动碳纤维业务的高质量发展,已实现60K大丝束碳纤维...
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