研报掘金丨国海证券：恒逸石化未来增长动能强劲，维持“买入”评级

中金财经04-23

国海证券研报指出，恒逸石化2026Q1利润大增，未来增长动能强劲。2025年公司实现归母净利润2.58亿元，同比+10.43%。2026Q1公司实现归母净利润19.95亿元，2025Q1为0.51亿元，2025Q4为0.27亿元。地缘冲突强化海外炼能稀缺性，公司2026Q1利润大增。受地缘冲突影响，霍尔木兹海峡的航运受阻，东南亚、欧洲及日韩炼厂因原料供应短缺而被迫降负甚至停工，公司文莱炼化项目一期...

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