大行評級丨中銀國際:下調2025至26年油價預測 下調“三桶油”的目標價
中銀國際發表報告指,國際油價在4月初大幅下跌,此後持續疲軟,因OPEC+出乎預期加快解除其減產措施。該行認爲油價將在一段時間內保持低迷,將2025至2026年的油價預測下調7%至8%,布倫特原油平均價格預測從2025年的每桶72美元下調至每桶66美元,2026年預測由原先每桶67美元下調至每桶62美元,2027年預測由原先每桶65美元下調至每桶64美元。該行的長期油價預測保持不變,爲每桶65美元。
中銀國際將中國石油行業評級下調至“中性”,將中石化評級下調至“持有”,目標價由4.58港元下調至4.32港元;中海油目標價由23.55港元下調至22.14港元,中石油目標價由8.08港元降至7.17港元,維持“買入”評級。
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