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中石化(00386.HK)料將回購A股及H股 俄羅斯原油佔進口比例小
中石化(00386.HK)董事長馬永生在中期業績電話會議上表示,公司上半年發揮一體化優勢,抓住高油價機遇,持續加大勘探開發力度及提升經營效益,令盈利表現創近年最好水平。雖然7月以來國際油價震盪下行,原油期貨溢價較高且需求恢復疲弱,但公司會加強庫存管理及提高效益,改善現金流表現。隨著疫情向好,國家實行穩經濟增長及需求恢復,有信心全年實現較好經營業績。 他指,上半年國際市場受疫情的影響減弱,但地緣政治變化令油價急升並大幅震盪,上半年布蘭特油價平均為每桶108美元,按年上升66%,不過7月開始出現下跌。由於影響油價的因素眾多,包括經濟表現、供需關係、美元強勢、地緣政治及庫存水平等,因此存在很大不確定性,難以準確預測。馬永生引述部分國際投行預期下半年布蘭特油價平均為每桶103美元,明年則平均為95美元,相信未來仍有動態調整空間,公司會繼續密切關注及研究。 中石化公布擬斥最多25億人幣回購A股,他稱在保持較高現金回報下,希望平衡A股及H股股東利益,預期將進行A股及H股回購,為集團上次以來首次,顯示集團重視價值管理及股東回報。 另外,對於上半年採購俄羅斯原油的情況,總裁喻寶才提到中石化為國際化公司,使用全球資源服務全球市場,是根據市場情況作多元化採購及貿易,而俄羅斯原油在公司的進口佔比比較小。他指下半年公司將繼續進口多元化,依照商業及國際貿易原則,因應價格及關稅等採購原油。
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