研報掘金丨光大證券:維持中國石油AH股“買入”評級,增持彰顯大股東對公司發展信心
光大證券研報指出,控股股東中國石油集團擬增持中國石油(601857.SH)股份,擬增持金額不少於人民幣28億元(含本數),綜合考慮市場波動、資金安排、境內外監管要求等因素併爲保障本次增持計劃順利實施,中國石油集團及其全資子公司將自本公告日起12個月內完成本次增持計劃。本次增持體現了中國石油集團對公司未來發展前景的信心,表明公司對資本市場的積極態度。2025年,地緣政治波動爲全球原油市場帶來不確定性,公司將持續發揮全產業鏈優勢,堅持穩中求進,不斷提升產業鏈、供應鏈韌性,實現穿越油價週期的長期成長。本次增持體現大股東對公司長期發展的信心,公司在油價波動背景下業績韌性凸顯,加強“增儲上產”推動煉化轉型,有望實現穿越油價週期的長期成長。維持A股和H股的“買入”評級。
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