麦格理:结构性看跌油价 炼油业务具优势 给予中国石油化工股份及中海油田服务“跑赢大市”评级

智通财经
25 Mar

智通财经APP获悉,麦格理发布研报称,预计2025年石油市场将严重供过于求,该行股票研究团队目前对油价走势仍持结构性下跌看法,认为持续的供求失衡将令油价逐渐回归成本曲线水平,抑压供应增长,将WTI平均价格预测由每桶约66美元下调至65美元。该行预期,油价下行时中国炼油业务将具有一定优势,预测今年中国核心炼油利润率可能会显著回升,部分被首季油价下跌所导致的一次性库存损失所抵消,目前在“三桶油”中选...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10