國際油價反彈,港股三桶油集體上漲
今日,港股石油板塊普漲,三桶油早盤集體拉昇,中石油一度漲逾4%。截至發稿漲幅收窄,中石油漲1.2%,報2.5元;中石化漲0.6%,報3.3元;中海油漲1.2%,報8.2元。其餘個股方面,中海油田服務漲近3%,崑崙能源漲2.6%。

消息面上,因颶風薩利登錄美國,導致墨西哥灣區原油產量下降,疊加上週美國原油庫存意外大幅下降,國際油價16日大幅上漲。美油期貨主力報40.16美元/桶,布油期貨主力報42.22美元/桶,均漲逾4%。
今日之前,受業績影響,三桶油股價經歷了一段時間的震盪走低。與8月底股價相比,中石油、中石化、中海油跌幅分別為6.7%、4%和6.5%。
三桶油在8月底先後發佈了2020年中成績單。半年報顯示,中石油營收9290.45億元,同比下降22.3%;歸屬於母公司股東淨虧損299.83億元;其中二季度虧損較一季度環比收窄,經營趨勢穩步向好。中石化上半年營收為10342.46億元,同比下降31%;淨利潤虧損228.82億元,上年同期為313.38億元。
中海油是期內唯一一家錄得盈利的企業。上半年的油氣銷售收入達663.4億元,同比下降近三成;淨利潤103.8億元,同比下降65.7%。獲得盈利的主要原因是成本的大幅下降,公司桶油主要成本同比下降11.3%,至25.72美元/桶油當量,創十年新低。
利潤下降的主要原因,是疫情的全球蔓延和世界經濟低迷。石油消費與人類的生活習慣和經濟發展程度高度相關,雙重打擊之下,全球爆發自二戰以來最為嚴重的能源危機,帶來的市場萎縮和需求不振,2020年以來,美布兩油較年內高點最大跌幅均超70%。
值得一提的是,即使在業績虧損的情況下,中石油、中石化依然決定進行分紅,分紅金額分別達到160億元和84億元,這表明兩家公司對下半年的業績預期較為正面。二季度以來,中國石油經營狀況逐月向好,6月份已經實現利潤由負轉正;中國石化的情況則更為樂觀,二季度當季已實現扭虧為盈,經營收益48億元。
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