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研報掘金丨長江證券:中國石油上半年化工扭虧天然氣盈利大增,維持“買入”評級
長江證券研報指出,中國石油(601857.SH)上半年化工扭虧天然氣盈利大增,業績與分紅均創同期新高,維持“買入”評級。在產量提升背景下,上半年油氣和新能源業務實現經營利潤916.59億元,同比增長7.2%,高於同期油價升幅;由於國內化工市場改善,化工業務經營利潤31.26億元,實現扭虧為盈,同比增利32.87億元;天然氣銷售業務持續優化進口氣資源池結構,降低綜合採購成本,銷售業務盈利能力大幅提高。另外,公司注重股東回報,估值仍有修復空間。2023年公司現金分紅比例為50%,合計派息約805.29億元,創造歷史新高。2024年上半年公司分紅約人民幣402.65億元,創造歷史同期新高。
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