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研報掘金丨東吳證券:天然氣價格上升將增厚中國石化業績,維持“買入”評級
格隆匯7月21日丨東吳證券研報指出,中國石化(600028.SH)23H1公司穩油增氣成果顯著,持續拓展效益。公司作為國內天然氣的生產企業,預計公司將持續受益於天然氣市場化改革的逐步推進,天然氣價格上升將增厚公司業績。由於公司經營業績穩中向好,預測公司2023-2025年歸母淨利潤分別為780、856和886億元(此前2023-2025年預期為 778、855 和 885億元),同比增速分別為18%、10%、4%。考慮原油價格持續高位保障上游業績,疫後經濟復甦帶動成品油需求反彈,2023-2025年公司業績增長提速,維持“買入”評級。
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