中石油(00857.HK)稱俄羅斯業務以美元及歐元結算 無計劃以大幅度折扣購買俄油
對於有報道指有內地民營煉油廠以低價購買俄羅斯原油,中石油(00857.HK)財務總監柴守平在首季業績電話會議上表示,公司俄羅斯業務都是按照已簽好的合作合同進行,目前執行及運作正常,首季以美元及歐元結算,整體情況正常。他稱公司沒有打算以大幅度折扣購買俄油,目前執行的都屬以往簽署的合同。
進口氣業務方面,柴守平指公司首季進口天然氣212億立方,獲得退稅30億元人民幣(下同),業務錄得34.7億元盈利,虧損控制情況良好。進入第二及三季的淡季,公司會進一步加大控制力度,努力減少業務虧損,估計受疫情及俄烏局勢影響,國際油價上升及天然氣價高位運行,進口氣成本會加大,未來不確定因素眾多。公司會採取措施,在滿足市場需求下制定靈活市場策略,包括開拓直銷及終端客戶、建立價格談判機制及提升市場化程度,以控制業務虧損,預期今年境內氣價將高於去年。
另外,管理層又稱,本年至今內地成品油消費持平至略有堵長,其中柴油增幅較快,煤油則有較大下降,主要是受到疫情影響,但相信今年全年經濟增長仍會保持合理區域,成品油消費有望保持增長。
管理層提到,由於油價高企令原材料成本上升,首季化工業務處盈虧平衡之間,因油價及天然氣價處高位,第二季的化工原材料及加工成本料仍會高企,擠壓業務盈利空間,而疫情亦令消費收縮,導致化工市場競爭加劇。公司會根據市場情況調整生產組合及產品結構,以降低成本及提升盈利能力。
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