智通财经APP获悉，摩根士丹利发布研报称，将2025及2026财年国际油价预测分别下调至每桶65及62美元，长期油价预期为55美元。大摩表示，考虑到油价下跌因素，将中国石油化工股份(00386)2025至2027财年总盈利预测，分别削减14%、13%及15%，并拖累勘探与生产部门的息税前利润预测分别减少29%及31%，将中石化目标价由4.95港元下调至4.27港元，给予“与大市同步”评级。另外，该行提高对中石化炼油和化工利润率及息税前利润预测，并指低油价的上行风险有利于需求及裂解利润率。
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