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大行評級|瑞銀:下調今年油價預測 下調“三桶油”的目標價並調整盈測
瑞銀髮表研究報吿,將今年布蘭特原油平均價格預測,下調至每桶80美元;2025及2026年預測則各下調至每桶75美元。該行認為,需求問題仍然是油價的主要下行風險。瑞銀將今年全球原油需求增長預測下調至約每日100萬桶,亦將2025年全球石油需求增長預測下調至約每日100萬桶。另外,瑞銀調整對“三桶油”的盈利預測,預計中石油2024至2026財年盈利分別為1,693億、1,684億及1,730億元;中石化分別為670億、758億、848億元;中海油分別為1,529億、1,501億及1,542億元。瑞銀亦對目標價進行相應調整,將中石油H股目標價由10.4港元下調至9.7港元,中石化H股目標價由6.6港元下調至6.3港元,中海油目標價由31港元下調至29.5港元,均給予“買入”評級。該行喜好次序依次為中石化、中海油,最後為中石油。
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