智通财经APP获悉,花旗发布研报称,中国石油股行业首选中国石油股份(00857)。由于股息率稳健加上潜在回购支持,维持“买入”评级。花旗上调中石油2025至2026年每股盈利预测4%和6%,以反映年度合约修订后更强劲的综合天然气盈利能力,并相应地将目标价由8港元上调至8.2港元。该行认同管理层平衡发展可再生能源及非常规天然气的策略,因其仍是长期天然气需求强劲增长的主要受益者。
花旗认为中石油可透过进一步提高派息捍卫2024财政年度的绝对每股派息,这应可缓解石油市场供过于求的忧虑。该行估计布兰特油价每桶上涨1美元,以及人民币兑美元每下跌1%,将令公司2025财政年度每股盈利分别增加2.1%/0.7%。
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