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中石油(00857.HK):多個板塊業績均有改善 對今年第四季業務表現樂觀
阿思達克 10-30 11:35
中石油(00857.HK)公布今年第三季業績,扭轉上半年虧損約300億元人民幣(下同)的情況,第三季錄純利按年增長3.54倍至400.5億元。管理層在季度業績電話會議上表示,集團多個業務板塊表現在第三季均有改善,撇除管道重組收益後第三季仍錄淨利潤80.5億元,其中進口天然氣業務按季減虧21.83億元,成品油銷量亦按季增加7.3%。

管理層指,隨著國內更有效控制疫情、經濟進一步復甦帶動需求,以及冬季採暖季節來臨,對今年第四季業務表現樂觀,預期今年北方較為寒冷的天氣有利天然氣價格及銷量,成品油等銷售亦估計會受惠於經濟回暖。

派息方面,雖然集團上半年錄虧損,但中期息連特息仍按年增長逾11%。集團指,今年受疫情及油價影響,上半年錄較大虧損,但考慮及管道重組、集團財務及營運表現,派息按年仍然增加。事實上集團近五年除了45%的基礎派息外,都有因應油價及盈利表現增加派息,未來集團期望繼續以靈活派息政策回報股東,會根據業績情況、現金流、是否有重大併購及長期發展等因素考慮派息。

另外,對於分拆管道予國家管網公司的最終作價較今年7月公布時有所減少,集團稱最終作價其中1,495億元為對管網公司的長期股權投資,另有977億元現金,對比此前公布的近2,700億元作價,兩者差異主要在於中油管道曾經派息,去年分紅為213億元,今年首三季亦分紅79億元。

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