大行評級丨中銀國際:相信油價已經見底 維持對石油板塊的“增持”評級
中銀國際發表研報指,由於布蘭特石油均價在今年首季度按年下跌8%,預計中國石油板塊三大龍頭在同期皆錄得盈利按年下降,當中以中石化的跌幅為最大。中銀國際提及,最近的油價下跌是期貨市場投機資金淨長倉頭寸大幅減少所導致,相信油價已經見底。由於石油板塊三大龍頭的H股股價,在現水平能有7.5%至8.3%的2025年預期股息收益率,該行認為足夠吸引。因此,該行維持對石油板塊的“增持”評級,相對偏好中海油及中石油。
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