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中石油(00857.HK)料下半年現貨LNG價格仍較高 上市地監管差異造成管理負擔
中石油(00857.HK)高級副總裁任立新在中期業績電話會議上表示,上半年受疫情變化、全球經濟放緩,及供應端衆多不明朗性影響,國際油價於高位震盪,不過預期隨着環球經濟再平衡,遠期油價將回復至合理價格。 他指,上半年烏克蘭危機令國際天然氣供需發生深刻變化,天然氣價格大幅上升,估計下半年現貨液化天然氣(LNG)價格仍會在較高位運行,但未來預料烏克蘭危機的影響將逐步減弱,加上更多LNG項目投產,相信天然氣價格會下行並回歸合理水平。 財務總監王華則提到,因疫情反覆及大宗商品價格上升,對上半年內地油氣消費有一定影響。然而內地經濟長期向好的基本面不變,相信下半年油氣消費將有所恢復,成品油表觀消費量料約1.8億噸,按年增長1.8%,未來數年估計繼續有低速增長。至於天然氣消費需求預期會維持增長,下半年料升5.5%,全年消費量或達3,800至3,900億立方米。而未來數年估計會保持較快增速,2025年的消費量或可達4,500至5,000億立方米。 對於集團早前申請將美國存託股份(ADR)從紐交所退市,王華稱申請退市主要由於目前集團ADR佔H股及全部已發行股份的比例很少,ADR交易量很低,加上上市地監管有差異,造成較大管理負擔,相信股份在紐交所退市後,於A股及H股上市仍可較好滿足投資者及公司需求。公司亦會繼續根據市場情況,研究加強公司市值管理的方法。 另外,董事長戴厚良表示,公司正穩步推進清潔能源的替代進程,有信心於「十四五」規劃中實現新能源生產量達1,500萬桶油當量的目標,並期望於2030年油、氣及新能源產量可三分天下,2050年新能源與油加氣產量各佔一半。
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