《大行》大摩微降中石化(00386.HK)目标价至4.27元 下调总盈测

阿斯达克财经
10 Apr

摩根士丹利发表研报,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.HK) 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%。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。

大摩将中石化目标价由4.95港元下调至4.27港元,给予“与大市同步”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-04-09 16:25。)

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