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上石化(00338.HK)稱近月輕重油價差回到正常水平或對加工成本有利
阿思達克 08-21 14:02

上石化(00338.HK)副總經理兼財務總監周美雲在中期業績發布會上表示,集團今年上半年原油加工成本按年上升約7.9%至每噸3,309元人民幣,主要由於匯率變化,以及高低硫、輕重油價差收窄甚至出現倒掛所致。

他指,為控制原油加工成本,集團調整了原油採購結構,包括由俄羅斯採購低硫原油,而今年6、7月開始輕重油價差亦重回正常水平,如情況持續,相信或可對集團成本有利。

另外,周美雲稱近年內地對成品油需求持續上升,今年上半年需求增長約1%,但需求結構有所改變,其中柴油需求下跌4%,氣油需求則升逾5%。未來相信受新能源汽車的發展影響,柴油消費或會繼續下行,氣油消費則持續增長,而集團成品油毛利不俗,未來會採取多採購氣油的結構。

他又提到,上半年集團資本開支約3.5億元人民幣(下同),隨著數個項目的推進,今年全年資本開支預算為約15億元。派息方面,集團會平衡盈利、現金流及資本開支情況考慮派息,過去數年的派息比率都超過指引的不低於30%。

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