汇丰研究发表报告指，于2月7日与国家能源委员会专家咨询委员会委员王能全通电。他预计，受供应充裕和需求疲弱的影响，今年布兰特石油平均价格将为每桶73美元，并料炼油产品仍供过于求 。根据IEA、EIA和OPEC预测，今年石油需求将增长1%至1.4%。
相较于中石化(00386.HK) ，汇丰研究更看好中石油(00857.HK) 及中海油(00883.HK) ，认为中石油整合整个产业链的盈利品质较佳，且天然气业务的获利能力改善，对股息分配有结构性的好处，予“买入”评级
该行指，由于中海油产量的明显成长和成本竞争力，亦给予中海油“买入”评级。由于认为成品油和化工产品的需求存在不确定性，限制了股息的上升空间，尤其是2023年的派息比率已达71%，因此中石化的评级仍为“持有”。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.