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《業績前瞻》券商料中石油(00857.HK)中期純利按年跌逾1%至升2% 天然氣業務貢獻增
中石油(00857.HK)將於下周三(30日)公布今年中期業績,本網綜合3間券商,預期中石油2023年上半年純利介乎億元814.25億至842.58億人民幣,較2022年同期823.91億人民幣,按年跌1.2%至升2.3%。 摩根大通估計中石油2023年上半年純利814.25億人民幣按年跌1.2%,料公司今年第二季純利378.01億人民幣按年跌12.8%,料每股盈利0.21元人民幣,料派每股股息0.2元人民幣,估計派息比率45%。投資者將關注中石油管理層最新營運指及派息比率的指引。 【料業績平穩 關注派息率】 花旗發表報告表示,料中石油今年中期純利841.27億人民幣按年升2.1%,料其今年第二季純利405.03億人民幣按年跌7%(按季亦跌7%),料第二季上游勘探與開採業務收入386.86億人民幣按年跌11%,估計次季天然氣及管道業113.11億人民幣(按年升1.41倍及按季升12%)。該行料中石油次季盈利更多地依賴於天然氣而非石油,因上季油價按季每桶下跌5美元,料年天然氣價格上漲對盈利的影響增。 美銀證券估計中石油今年中期純利842.58億元人民幣按年升2.3%,料中期上游勘探與開採業務收入759.32人民幣按年跌7.9%。該行料中石油第二季純利406.34億人民幣按年跌6%(按季跌7%),因布蘭特油價次季跌至平均每桶77.7美元及煉油毛利疲弱。 ------------------------------------------ 本網綜合3間券商,預期中石油2023年上半年純利介乎億元814.25億至842.58億人民幣,較2022年同期823.91億人民幣,按年跌1.2%至升2.3%。 券商│2023年中期純利預測(人民幣)│按年變幅 美銀證券│842.58億元│+2.3% 花旗│841.27億元│+2.1% 摩根大通│814.25億元│-1.2% 按中石油2022年中期純利823.91億人民幣計 (ta/w) ~
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