中石油(00857.HK)料下半年进口天然气亏损减少 加大地热风能等新能源投资
中石油(00857.HK)财务总监柴守平在中期业绩电话会议上表示,集团今年上半年进口天然气305亿立方,该业务亏损扩大6.3亿元人民币(下同),至118亿元,主要由於发改委阶段性下调非居民用户天然气价格,及内地液化天然气(LNG)供过於求情况较为严重,以致现货LNG价格较低。
他预期,集团下半年进口天然气量会与上半年相当,甚至有所增长。在油价挂钩测算估计下,料下半年每立方进口气成本会低於上半年,业务亏损情况亦会较上半年稍好。集团会继续透过谈判进口价格及把握进口时间等,控制业务亏损。
柴守平又提到,天然气作为成长型及价值型业务,仍然是集团的主要策略之一,未来会继续加大上游国产气的生产,因其利润较高,毛利率达10%至20%,同时亦会继续支持下游昆仑能源(00135.HK)的资源获取及市场发展。
炼化及销售业务方面,总裁段良伟称今年3月下旬至4月成品油价大跌,集团库存出现跌价损失,但通过控制采购原油节奏等,於第二季尾库存损失已基本消化。由於化工市场需求稳定,生产并没有大波动,预期下半年化工产销会维持稳定。另外,集团上半年因成品油「地板价」机制产生的风险准备金近130亿元,目前已进入当期成本,但尚未上缴政府。
他又提到,集团正编制「十四五」的新能源规划,期望发展低碳能源生态圈,会加大於地热、风能及太阳能的投资,目标是於2050年达至零碳排放目标。集团指,近年在新能源每年投资10亿至20亿元,未来冀加大与天然气的协同,「十四五」於新能源的投资料由30亿至50亿元,增加到100亿元左右,并希望藉加强合资合作开展多元化发展。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.