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中石化(00386.HK):今年全年資本開支減10% 有能力保持穩定分紅水平
阿思達克 08-31 11:10
中石化(00386.HK)董事長張玉卓在中期業績電話會議上表示,受疫情等因素影響,今年上半年初國際油價大幅下跌,至第二季才緩慢回升。他稱要預測未來油價走勢非常困難,因影響油價因素非常多,包括宏觀經濟走向、地緣政治、油組政策、頁岩油產量、美元強弱及黑天鵝事件等。而目前最重要的兩個影響因素為需求及供給,認為現時市場處需求不旺及供給過盛情況。根據11間投行對國際油價的預測,大多數估計今年布蘭特油價處每桶40至45美元,甚至更偏低水平,而明年則料約為每桶50美元。

公司上半年業績盈轉虧,蝕217.3億元人民幣,宣派特別息每股7分人民幣,張玉卓指公司一直重視派息的連續性及可持續性,相信公司派息率與H股上市企業相比仍屬較高及於前列水平。在有信心今年全年可實現更好經營業績下,認為公司有能力保持穩定分紅水平,將股東利益最大化。

總裁馬永生則提到,公司今年全年計劃減少資本開支10%,削減包括在對經營無大影響的維護、低效投資,及市場出現重大變化的主要項目等方面。另外,他稱今年上半年國內天然氣需求不旺,公司天然氣產量按年升0.6%至5,124億立方英尺,下半年會加大天然氣增產,預期全年天然氣產量按年增加4.3%,未來三年常規及非常規天然氣產量亦會繼續上升。

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