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上石化(00338.HK)称近月轻重油价差回到正常水平或对加工成本有利
阿思达克 08-21 14:02

上石化(00338.HK)副总经理兼财务总监周美云在中期业绩发布会上表示,集团今年上半年原油加工成本按年上升约7.9%至每吨3,309元人民币,主要由於汇率变化,以及高低硫、轻重油价差收窄甚至出现倒挂所致。

他指,为控制原油加工成本,集团调整了原油采购结构,包括由俄罗斯采购低硫原油,而今年6、7月开始轻重油价差亦重回正常水平,如情况持续,相信或可对集团成本有利。

另外,周美云称近年内地对成品油需求持续上升,今年上半年需求增长约1%,但需求结构有所改变,其中柴油需求下跌4%,气油需求则升逾5%。未来相信受新能源汽车的发展影响,柴油消费或会继续下行,气油消费则持续增长,而集团成品油毛利不俗,未来会采取多采购气油的结构。

他又提到,上半年集团资本开支约3.5亿元人民币(下同),随着数个项目的推进,今年全年资本开支预算为约15亿元。派息方面,集团会平衡盈利、现金流及资本开支情况考虑派息,过去数年的派息比率都超过指引的不低於30%。

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