據(jù)離岸工程網(wǎng)站5月4日消息 國營石油生產(chǎn)商沙特阿美周二超出分析師預(yù)期，第一季度凈利潤增長30%，并在油價(jià)強(qiáng)勁的推動(dòng)下維持派息。
埃克森美孚等全球能源公司的收益在原油價(jià)格上漲的支撐下攀升，今年原油價(jià)格上漲了約三分之一，原因是燃料需求從新冠疫情中復(fù)蘇，全球原油盈余減少。
該全球最大石油出口商首席執(zhí)行官阿明·納賽爾在一份聲明中說：“考慮到2021年能源需求的積極跡象，有更多的理由對更好的日子即將到來感到樂觀。”
他說：“盡管仍有一些不利因素，但隨著經(jīng)濟(jì)開始復(fù)蘇，我們完全有能力滿足世界日益增長的能源需求。”
截至3月31日的當(dāng)季凈收入從上年同期的167億美元增至217億美元。根據(jù)五位分析師的平均估計(jì)，沙特阿美曾被預(yù)測實(shí)現(xiàn)凈利潤194.8億美元。
沙特阿美于2019年上市，主要向沙特公共和地區(qū)機(jī)構(gòu)出售1.7%的股份。該公司表示，原油價(jià)格走強(qiáng)、煉油和化工利潤率上升推動(dòng)了公司盈利，有助于抵消產(chǎn)量下降的影響。
歐佩克、俄羅斯和其他幾個(gè)產(chǎn)油國組成的歐佩克+集團(tuán)已經(jīng)減產(chǎn)以支撐油價(jià)，但在4月份同意了一項(xiàng)計(jì)劃，從5月1日開始逐步放松這些限制。
作為該協(xié)議的一部分，以及沙特阿拉伯額外自愿減產(chǎn)的結(jié)果，沙特阿美減少了產(chǎn)量。該公司表示，全球石油產(chǎn)品需求正在從2020年的低點(diǎn)恢復(fù)，但仍低于疫情前的水平。
阿美宣布第一季度股息為188億美元，將在第二季度支付，這與公司今年750億美元股息的指導(dǎo)方針一致。
阿美石油表示，預(yù)計(jì)2021年的資本支出將在350億美元左右，原先的指導(dǎo)值為400-450億美元。
2021年第一季度，阿美石油平均總碳?xì)浠衔锂a(chǎn)量為1150萬桶油當(dāng)量/天，其中包括860萬桶/天的原油。
沙特王儲(chǔ)穆罕默德·本·薩勒曼表示，未來一兩年內(nèi)可能會(huì)出售更多的阿美股份，包括出售給國際投資者。他曾表示，沙特正在談判將1%的股權(quán)出售給一家全球領(lǐng)先的能源公司。
沙特事實(shí)上的統(tǒng)治者上個(gè)月還宣布了一項(xiàng)名為Shareek或Partner的新舉措，其中包括阿美在內(nèi)的大型沙特公司將在未來10年內(nèi)主導(dǎo)私營行業(yè)國內(nèi)經(jīng)濟(jì)的投資。
匯豐銀行在發(fā)給客戶的一份股票說明中表示，此舉可能限制股息在未來幾年大幅增長的凈空。
吳恒磊 編譯自 離岸工程
原文如下：
Saudi Aramco Sees 30% Rise in 1Q Profit
State-run oil producer Saudi Aramco beat analysts' forecasts on Tuesday with a 30% rise in first-quarter net profit and maintained its dividend payout, helped by strong oil prices.
Earnings by global energy companies such as Exxon Mobil have climbed on the back of rising crude prices, which are up by about a third this year, as fuel demand recovers from the pandemic and as a global surplus of crude shrinks.
"Given the positive signs for energy demand in 2021, there are more reasons to be optimistic that better days are coming," Amin Nasser, chief executive of the world's top oil exporter, said in a statement.
"And while some headwinds still remain, we are well-positioned to meet the world's growing energy needs as economies start to recover," he said.
Net income rose to $21.7 billion for the quarter to March 31 from $16.7 billion a year earlier. Aramco had been forecast to deliver net profit of $19.48 billion, according to an average based on estimates by five analysts.
Aramco, which listed in 2019 with the sale of a 1.7% stake mainly to the Saudi public and regional institutions, said earnings were boosted by stronger crude prices and higher refining and chemicals margins, helping offset lower production.
The OPEC+ group, the alliance that groups the Organization of the Petroleum Exporting Countries, Russia and several other producers, have cut output to support prices but agreed on a plan in April to start gradually easing those curbs from May 1.
Aramco, which reduced its output as part of that pact and as a result of Saudi Arabia's additional voluntary production cuts, said global demand for petroleum products was recovering from its lows in 2020 but remained below pre-pandemic levels.
Aramco declared a dividend of $18.8 billion for the first quarter, to be paid in the second quarter, in line with company guidance of a $75 billion dividend for this year.
Aramco said it expected capital expenditures to be around $35 billion in 2021, compared to the original guidance of $40 billion to $45 billion.
Aramco average total hydrocarbon production came in at 11.5 million barrels per day of oil equivalent in the first quarter of 2021. That includes 8.6 million barrels per day of crude oil.
Saudi Crown Prince Mohammed bin Salman has said more Aramco shares could be sold in the next year or two, including to international investors. He has said the kingdom was in talks to sell 1% to a leading global energy company.
The kingdom's de facto ruler also announced last month a new initiative called Shareek or Partner, in which large Saudi companies including Aramco would lead private sector investments in the domestic economy over the next 10 years.
HSBC in an equity note to clients said the move could restrict headroom to grow dividends much in the next few years.
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