埃尼集团(E)二季度业绩回暖 营收大涨29.4% 上调全年产量与盈利指引

金吾财讯
Jul 29

金吾财讯 | 国际能源巨头埃尼集团(E)发布2026年第二季度经营数据,期内营收、利润、产量全线同比大幅提升,公司同步上调全年油气产量、各板块盈利目标,并加码股东回报计划。

营收端,公司二季度实现营收242.8亿欧元,同比大涨29.4%。剥离大宗商品价格扰动因素后,集团基础油气产量同比提升11%,日均产量达179万桶油当量,环比保持平稳;2026财年整体产量增速维持5%。盈利层面表现亮眼,二季度经调整备考息税前利润53.8亿欧元,同比、环比均增长52%,勘探生产、GGP及转型业务是主要增长动力;经调整净利润翻倍至23亿欧元。现金流与资本结构保持稳健,二季度调整后营运资本前现金流44.7亿欧元,其中18.4亿欧元投入内部项目资本开支。当期合计向股东返还13.5亿欧元,涵盖7.9亿欧元往期股息尾款与5.6亿欧元本年度股票回购资金。截至二季度末,集团净债务113亿欧元,对应负债率10%,落在公司10%-15%目标区间下限。基于强劲季度表现,埃尼上调全年各项经营预期。其一,全年油气产量增速目标由3%-4%上调至5%;其二,GGP板块全年调整后EBIT预期上调至14亿欧元以上,较初始目标提升四成;其三,Enilive板块全年EBITDA指引由11亿欧元上调至13亿欧元,Plenitude板块维持13亿欧元不变。产能规划方面,年末可再生能源装机目标6.5吉瓦,生物炼制现有产能210万吨/年,另有150万吨/年产能在建。公司表示,业绩与现金流预期上调后,将扩大股票回购规模,持续增厚股东收益

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