《大行報告》瑞信估計中海油(00883.HK)次季業績按季表現爲「三桶油」中最好
瑞信發表報告指,雖然本年至今宏觀經濟疲軟,內地能源行業第二季業績料保持韌性。當中,中海油(00883.HK)按季表現料爲「三桶油」中最好,其次爲中石油(00857.HK),最後爲中石化(00386.HK)
該行預計,中海油第二季淨利潤料介乎310億至320億元人民幣(下同),按季大致持平;中石油第二季淨利潤料介乎390億至400億元,以中位數計,按季和按季均下跌9%,表現穩固,尤其是考慮到目前國內需求疲軟;中石化第二季淨利潤料介乎140億至150億元,以中位數計按年下跌31%,按季下跌30%。
該行指,重點關注包括中石油第二季天然氣產量和進口天然氣虧損以及對下半年勘探開發盈利能力的影響;中國石化下半年下遊需求和利潤前景;中海油下半年實現油價(相對布油)等。
另外,該行預計中海油服(02883.HK)第二季淨利潤介乎80億至90億元,以中位數計按年增長6%,按季增長110%;崑崙能源(00135.HK)上半年淨利潤介乎25億至26億元,以中位數計按按年下跌17%。
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