港股异动 | 石油股集体走高 EIA大幅上调今明两年油价预期 油企盈利有望同比提升

中金财经
Oct 08
  智通财经APP获悉,石油股集体走高,截至发稿,中海油田服务(02883)涨5.04%,报7.71港元;中国石油化工股份(00386)涨3.51%,报4.575港元;中国海洋石油(00883)涨3.06%,报24.24港元;中国石油股份(00857)涨2.71%,报9.845港元。   消息面上,EIA大幅上调今明两年油价预期,理由是全球库存加速下滑、柴油市场持续偏紧,霍尔木兹海峡油流受阻的影响远未消退。据EIA最新发布的短期能源展望报告,全球基准布伦特原油2026年均价预期被上调至约每桶98美元,较此前预测高出8%。与此同时,布伦特四季度均价预期约为每桶105美元,较EIA此前估计高出15%。   华泰证券此前指出,地缘冲突反复等因素致26Q3国际原油均价仍在高位,预计油气开采企业盈利同比提升,部分炼油企业受益于成品油/芳烃等景气较好,盈利同比预计改善。   

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