【2 月 13 日,摩根士丹利发表研报】去年能源上游业务保持稳健,人民币贬值基本抵消油价下跌。中石油天然气业务表现最佳。 大摩下调中石油上游业务营业利润,上调天然气营运利润,将 2024 及 2025 年盈利预测分别下调 2%及 6%,H 股目标价由 8.76 港元下调至 8.3 港元,给予“增持”评级。 大摩预计中石化面临更高盈利压力,大幅下调其盈利预测,H 股目标价由 5.63 港元下调至 ...
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