智通财经APP获悉，瑞银发布研报称，中国石油股份(00857)2024年净利润同比增长2.0%，达到1,647亿元人民币。2024年第四季度盈利按季下降27%，至321.6亿元人民币，该行认为主要原因是油价下跌以及减值费用增加。基于2024年业绩以及该行对炼油基本面更谨慎的展望，下调中石油2025年至2026年盈利预测各1%，目标价由9.7港元下调至9.5港元，评级“买入”。
根据该行的估计，中石油该季度的实现油价按季下跌7.6美元，至每桶68美元。天然气板块表现强劲，2024年第四季度及全年其营运利润分别增长22%和25%。2024年整体天然气实现价格同比下降2.5%，尽管该行估计国内销售的天然气价格同比略有上升。此外，2024年中国石油的炼油板块盈利能力相较同行整体更强，而其化工板块在2024年第四季度转为亏损。
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