一文综合券商於中石油(00857.HK)公布业绩後最新观点及目标价
中国石油股份(00857.HK)今早股价向上，该公司上周四(27日)收市後公布截至今年6月底止中期业绩，营业额9,290.45亿元人民币按年跌22.3%。盈转亏蚀299.83亿人民币，上年同期赚284.23亿人民币；每股亏损0.164元人民币。派中期息8.742分，上年同期并派7.765分，包括中期息6.988分及特别息0.777分。
中石油上半年经营亏损60.43亿人民币，上年同期为录经营利润706.63亿人民币。上半年勘探与生产板块营业收入为2,554.5亿人民币，按年下降21.7%；炼油与化工板块营业收入为3,698.11亿人民币，按年下降24%；销售板块营业收入为7,492.03亿人民币，按年下降23.8%。
【派息优预期 料未来改善】
法巴相信中石油最坏时刻已，并对中期派息感惊喜，重申「买入」评级及目标价3.56元。汇丰环球研究发表报告表示，中石油上半年亏损如预期中疲弱，首季及次季分别录亏损133亿元及167亿元显示经营有所改善，中期息按年增加13%至8.7分人民币，该行预期下半年将仍会有稳定股息，相当於年化之股息收益率达7.4%
汇丰环球研究表示，基於油价的反弹，将对中石油今年度每股盈利预测由0升至0.18元人民币，同时上调2021至2022年盈利预测49.3%及45%，将中石油目标价由2.3港元升至2.56港元，相当於明年市账率0.33倍，维持中石油H股「持有」评级。
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本网综合12间券商予其最新评级及目标价：
券商│投资评级│目标价(港元)
星展│买入│4元
瑞信│跑赢大市│3.8元
美银证券│买入│3.6元
法巴│买入│3.44->3.56元
摩根士丹利│增持│3.5元
大和│跑赢大市│3.2元
中银国际│中性->买入│2.86->3.07元
里昂│跑赢大市│3.07元
建银国际│中性│2.85元
瑞银│沽售│2.6元
汇丰证券研究│持有│2.3->2.56元
花旗│沽售│2.3->2.4元
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券商│评级│目标价(港元)
星展│预计收益从第三季度起大幅改善
瑞信│第二季度业绩符预期，按承诺增加派息
美银证券│上半年成本控制得宜，派息胜预期
法巴│公司最坏时间已过，积极股息有惊喜
摩根士丹利│第二季度重大亏损预期之内，勘探与生产成本控制得宜
大和│上半年巨亏仍符预期
里昂│疫情影响上半年业绩表现，油气管道合作具协同效应
建银国际│二季度净亏损低於预期，勘探与生产部门成本降低
中银国际│上年年业绩亏损低於预期，派息慷慨
瑞银│第二季度业绩符预期，增派息优於预期
汇丰证券研究│勘探与生产和化工业务增长胜预期
花旗│第二季度亏损扩大，股息有惊喜
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