晨星：上调中国石油化工股份(00386)公允价值预测至5.7港元

智通财经03-24

智通财经APP获悉，晨星发布研报称，在评估能源价格和盈利预测后，受人民币升值影响，将中国石油化工股份(00386)H股(无护城河)的公允价值预测上调3.6%，从5.5港元升至5.7港元。A股的估值维持不变，仍为5元人民币。报告中称，受油价下跌、下游需求疲软及减值亏损影响，中石化2025年净利润下降34%至325亿元人民币(下同)。每股0.2元的股息意味着派息比率约为75%。中石化2026年的业绩...

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