《大行報告》花旗:內地對輕質循環油徵收進口環節消費稅 對中石油及中石化等屬重大利好
花旗發表研究報告指,中國對部分成品油徵收進口環節消費稅,相信對中石油(00857.HK)、中石化(00386.HK)及上石化(00338.HK)等油企是重大利好,因來自較細的油企競爭力將會降低,特別是細企業均較依賴上述進口產品。
該行相信政策有助推高本地柴油產品需求,並帶動三家油企的市佔率增長,而在更嚴格的監管標準下,對汽油的影響相對較少。
該行予中石油目標價為3元,評級「中性」,中石化目標價為6元,評級「買入」,上石化目標價為2.66元,評級「買入」。
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