中石油(00857.HK):多个板块业绩均有改善 对今年第四季业务表现乐观
中石油(00857.HK)公布今年第三季业绩,扭转上半年亏损约300亿元人民币(下同)的情况,第三季录纯利按年增长3.54倍至400.5亿元。管理层在季度业绩电话会议上表示,集团多个业务板块表现在第三季均有改善,撇除管道重组收益後第三季仍录净利润80.5亿元,其中进口天然气业务按季减亏21.83亿元,成品油销量亦按季增加7.3%。
管理层指,随着国内更有效控制疫情、经济进一步复苏带动需求,以及冬季采暖季节来临,对今年第四季业务表现乐观,预期今年北方较为寒冷的天气有利天然气价格及销量,成品油等销售亦估计会受惠於经济回暖。
派息方面,虽然集团上半年录亏损,但中期息连特息仍按年增长逾11%。集团指,今年受疫情及油价影响,上半年录较大亏损,但考虑及管道重组、集团财务及营运表现,派息按年仍然增加。事实上集团近五年除了45%的基础派息外,都有因应油价及盈利表现增加派息,未来集团期望继续以灵活派息政策回报股东,会根据业绩情况、现金流、是否有重大并购及长期发展等因素考虑派息。
另外,对於分拆管道予国家管网公司的最终作价较今年7月公布时有所减少,集团称最终作价其中1,495亿元为对管网公司的长期股权投资,另有977亿元现金,对比此前公布的近2,700亿元作价,两者差异主要在於中油管道曾经派息,去年分红为213亿元,今年首三季亦分红79亿元。
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