摩根大通发表研报,预期在中东油气供应持续中断下,中石油是最有优势的能源股之一,其逾七成天然气销售及约八成原油加工量来自国内生产及管道油气进口。该行预期,受惠于较低的天然气采购成本,中石油今年国内天然气经营利润率将由每立方米0.25元扩张至0.3元;并预期今年股息稳健,为每股0.63元,H股股息收益率达6.4%。该行将中石油2026年每股盈利预测下调10%以反映炼油亏损略有增加,维持目标价13港元及“增持”评级。
摩根大通发表研报,预期在中东油气供应持续中断下,中石油是最有优势的能源股之一,其逾七成天然气销售及约八成原油加工量来自国内生产及管道油气进口。该行预期,受惠于较低的天然气采购成本,中石油今年国内天然气经营利润率将由每立方米0.25元扩张至0.3元;并预期今年股息稳健,为每股0.63元,H股股息收益率达6.4%。该行将中石油2026年每股盈利预测下调10%以反映炼油亏损略有增加,维持目标价13港元及“增持”评级。
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