中石油(00857.HK)料下半年進口天然氣虧損減少 加大地熱風能等新能源投資
中石油(00857.HK)財務總監柴守平在中期業績電話會議上表示,集團今年上半年進口天然氣305億立方,該業務虧損擴大6.3億元人民幣(下同),至118億元,主要由於發改委階段性下調非居民用戶天然氣價格,及內地液化天然氣(LNG)供過於求情況較為嚴重,以致現貨LNG價格較低。
他預期,集團下半年進口天然氣量會與上半年相當,甚至有所增長。在油價掛鉤測算估計下,料下半年每立方進口氣成本會低於上半年,業務虧損情況亦會較上半年稍好。集團會繼續透過談判進口價格及把握進口時間等,控制業務虧損。
柴守平又提到,天然氣作為成長型及價值型業務,仍然是集團的主要策略之一,未來會繼續加大上游國產氣的生產,因其利潤較高,毛利率達10%至20%,同時亦會繼續支持下游昆侖能源(00135.HK)的資源獲取及市場發展。
煉化及銷售業務方面,總裁段良偉稱今年3月下旬至4月成品油價大跌,集團庫存出現跌價損失,但通過控制採購原油節奏等,於第二季尾庫存損失已基本消化。由於化工市場需求穩定,生產並沒有大波動,預期下半年化工產銷會維持穩定。另外,集團上半年因成品油「地板價」機制產生的風險準備金近130億元,目前已進入當期成本,但尚未上繳政府。
他又提到,集團正編制「十四五」的新能源規劃,期望發展低碳能源生態圈,會加大於地熱、風能及太陽能的投資,目標是於2050年達至零碳排放目標。集團指,近年在新能源每年投資10億至20億元,未來冀加大與天然氣的協同,「十四五」於新能源的投資料由30億至50億元,增加到100億元左右,並希望藉加強合資合作開展多元化發展。
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