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中石化(00386.HK)料今年油价或42美元上下波动 低油价或持续更长时间
阿思达克 03-30 11:51
中石化(00386.HK)董事长张玉卓在全年业绩电话会议上表示,预测油价为世界性难题,影响油价走势的因素太多,但又不能不作出预测。他称公司每天都在研究国际油价动态,根据众多大行的平均研判,今年油价料约处每桶42美元,不过上周各大行又纷纷下调对国际油价的预期。他估计,油价今年或於大行估计的42美元上下起伏波动,低油价可能持续比原来估计更长时间。

化工业务方面,高级副总裁喻宝才指,国内化工行业早两年处长周期的峰值,去年开始进入下行通道,预期下行或将持续数年时间,过程涉及行业结构重大调整,若有新技术研究突破,行业可能较快出现回升。

他提到,今年2月公司化工装置利用率下跌约10%,至本月已回复正常,但库存仍在比较高水平。由於中国以外疫情快速上升,可能影响终端需求,未来一至两个月化工需求可能明显下跌,或对公司化工业务生产经营造成影响。不过,由於公司主要市场为国内,而且公司市场影响力及控制力强,加上产品创新,藉增加高附加值产品,有信心化工业务今年会比同行做得较好。

至於炼油业务,另一高级副总裁凌逸群称今年1月公司炼油业务利用率比较正常,2月受疫情影响比较大,利用率有较大跌幅,预计今年首季利用率会受到较大影响,并在第二季有好转。而近期油品销售及库存亦有受影响,公司在3月加大产业链调整,於3月底油品库存已回到比较正常水平。他预期,今年下半年国内油品消费可基本恢复,但全年中国国内油品消费恐怕有负增长。(ek/a) ~

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