中石油(00857.HK)料今年布蘭特油價將保持每桶65至70美元
中石油(00857.HK)高級副總裁任立新在中期業績發布會上表示,全球經濟持續復甦,拉動石油需求改善,在OPEC+持續進行產量管理的情況下,預期今年原油供需缺口為每天60萬桶,明年則預計可回復到2019年水平,供需基本平衡。而未來數年受疫情消退、供需調節及貨幣政策等多個因素影響,國際原油供應格局預期仍會持續調整,估計今年布蘭特油價將保持在每桶65至70美元,未來數年則料處每桶50至70美元。
他指,在經濟回暖下,上半年國內油氣需求已恢復至2019年水平,預料下半年成品油消費將達1.84億噸,按年增長2.7%,「十四五」期間平均增長估計為1.2%。另外,上半年國內天然氣消費錄雙位數增長,在發電需求增加等推動下,估計下半年天然氣消費量或達1,856億立方米,增長8.2%,而「十四五」期間的增速預料介乎7%至9%,至2025年全國天然氣消費量或達4,400億至5,000億立方米,因此集團的市場空間非常廣闊。
財務總監柴守平提到,集團上半年進口天然氣372億立方米,業務利潤達31億元人民幣(下同),其中第一季利潤約80億元,第二季則虧損約50億元。下半年集團會加強對進口天然氣業務的管控,包括加大國產氣的生產,及加強低成本天然氣的進口,期望可控制該業務的虧損。
董事長戴厚良則稱,集團高度重要綠色低碳發展,目前正制定詳細的計劃,目標為至2035年石油、天然氣及新能源於集團的能源組合可三分天下,相信未來新能源相關支出會循序漸進。
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