據(jù)MRCHUB網(wǎng)站8月1日莫斯科報(bào)道，據(jù)路透社消息稱，巴西國(guó)家石油公司（Petrobras）在巴西上市的股票上周五上漲近7%，創(chuàng)下12年來的新高，此前這家國(guó)有石油公司打破了季度利潤(rùn)預(yù)期，并宣布了創(chuàng)紀(jì)錄的股息支付。

該公司宣布支付170億美元的股息，這是有史以來最大的股息，該公司的股票在盤中交易中上漲了3.3%。收盤后，受燃料業(yè)務(wù)利潤(rùn)率提高的提振，該公司公布第二季度利潤(rùn)為54.33億雷亞爾，遠(yuǎn)高于分析師的預(yù)期。該公司有望連續(xù)第五天實(shí)現(xiàn)盈利，本周累計(jì)漲幅達(dá)到16%。

巴國(guó)油的股價(jià)表現(xiàn)表明，盡管該公司在2022年的大部分時(shí)間里都在應(yīng)對(duì)管理危機(jī)，但由于地緣政治沖突引發(fā)的供應(yīng)緊張，該公司慷慨的股息政策、穩(wěn)定的利潤(rùn)和對(duì)該公司產(chǎn)品的高需求，一直吸引著公眾的關(guān)注。

在給客戶的一份報(bào)告中，巴西ItauBBA的分析師稱巴西國(guó)家石油公司的股息支付“非常積極”，稱其甚至超過了該行的“看漲”預(yù)期。在周五與分析師的電話會(huì)議上，高管們表示，他們預(yù)計(jì)該公司的高煉油廠利用率將持續(xù)到2022年剩余時(shí)間。該公司下游業(yè)務(wù)負(fù)責(zé)人羅德里戈?科斯塔?利馬（Rodrigo Costa e Lima）表示，本周利用率達(dá)到99%，到今年下半年平均利用率應(yīng)該會(huì)達(dá)到86%。

高管們還試圖緩解最近一項(xiàng)允許董事會(huì)審查國(guó)內(nèi)燃油定價(jià)的政策變化所引發(fā)的任何擔(dān)憂，稱董事會(huì)成員對(duì)高管的定價(jià)決策沒有否決權(quán)。在電話會(huì)議上，高管們還表示，該公司雄心勃勃的撤資計(jì)劃仍在全速推進(jìn)。該公司首席財(cái)務(wù)官羅德里戈·阿勞霍（Rodrigo Araujo）表示，該公司尤其對(duì)巴西國(guó)家石油公司對(duì)其仍在出售的幾家煉油廠的興趣感到驚訝。該公司的優(yōu)先股在下午的交易中上漲了6.5%，而美國(guó)基準(zhǔn)的Bovespa股票指數(shù)則上漲了1.1%。

郝芬 譯自 MRCHUB

原文如下:

Petrobras shares soar in Brazil amid dividend, profit euphoria

Petrobras' Brazil-listed shares jumped almost 7% on Friday, hitting a 12-year high, after the state-run oil company smashed quarterly profit estimates and announced a record dividend payment, said Reuters.

The company announced a USD17 B dividend payout, the largest ever, sending the firm's shares up some 3.3% in intraday trade. After the market close, the firm posted a second-quarter profit of 54.33 B reais, well above analysts' estimates, buoyed by higher margins in its fuel business. The company was on track for its fifth straight day in the black, with accumulated gains this week coming to 16%.

Petrobras' share performance illustrates how the street has been wooed by a generous dividend policy, solid profits and high demand for the company's products given the supply crunch provoked by the War in Ukraine, even as the firm has spent much of 2022 in a management crisis. 

In a note to clients, analysts at Brazil's Itau BBA called Petrobras' dividend payment "very positive," saying it exceeded even the bank's "bullish" estimate. In a call with analysts on Friday, executives said they expected the company's high refinery utilization rates to continue through the rest of 2022. Utilization rates hit 99% this week, said downstream chief Rodrigo Costa e Lima, and they should average 86% through the second half of the year.

Executives also sought to assuage any concerns provoked by a recent policy change allowing the board to review domestic fuel pricing, saying board members have no veto power over executives' pricing decisions. On the call, executives also said that the company's ambitious divestment program was still full-steam ahead. In particular, the company was positively surprised by the interest Petrobras had received for a number of refineries it still has on the block, said Chief Financial Officer Rodrigo Araujo. Preferred shares in the company were up 6.5% in afternoon trade, while the nation's benchmark Bovespa equities index had climbed 1.1%.