智通财经APP获悉,中银国际发布研报称,中国石油股份(00857)去年盈利同比增长2%至1647亿元人民币,符合该行预测。在扣除149亿元人民币的税前减值后,核心盈利好于预期,因为天然气营销和炼油业务的盈利超出该行预期。该行指,中石油去年派息率的提高对投资者来说也是另一个好消息。鉴于过去三年的业绩记录,现在预计未来的派息比率至少为50%。将2025至2026年盈利预测上调11-12%,重申“买入”评级,并将目标价上调至8.06港元。该行预计,在不再计提减值的情况下,去年公司的盈利将持平,天然气营销和炼油业务的增长将弥补上游盈利的下降。
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