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中石化(00386.HK)料今年國際油價於中高位水平波動
阿思達克 03-25 15:52
中國石化(00386.HK)去年度按中國企業會計準則計算淨利潤按年下跌9.9%,董事長馬永生稱,是由於2023年油價下跌18.4%,惟期內儲量替代率達到131%,油氣當量產量增至5.04億桶,期內各業務板塊單位成本均按年下降,抵銷部分影響。他預期,中國經濟持續復甦向好,以及境內天然氣、成品油與化工產品需求保持增長,今年國際油價將在中高位水平波動。 中石化今年全年油氣產量目標爲5.09億桶油當產,按年提升1%;計劃生產原油2.79億桶,其中境外2,665萬桶,境內產量料達2.52億桶油當產;計劃生產天然氣 13,797億立方英尺。總裁喻寶才補充,上述產量計劃是根據公司現有儲量規模及品質來決定,亦已充分考慮油價走勢及替代率等因素。 談及紅海事件,副總裁兼董事會祕書黃文生指出,紅海航運運費有所提升,主要受運力供需所影響,爲公司的原油採購成本帶來壓力,但透過積極應對外部形勢變化,加強對市況研判分析後,進行綜合優化及積極拓展上遊資源渠道,有助降低採購成本。 計及現金股息與股份回購,去年綜合派息比率維持75%。黃文生表示,此體現出公司長期以來分紅政策的連續性及穩定性,未來仍然會按照長期主義回報股東。馬永生指,目前未收到當局就央企市值管理考覈的具體指引,將繼續本着股東利益最大化的原則,持續加大對市值管理的投入。
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