该行此前指出，码头业务方面，马鞭洲码头石脑油接卸升级改造项目按进度顺利推进，建成后将进一步提高华德石化收入规模；LNG运输方面，23年底故障的LNG船已于2024年6月恢复正常运行，下半年该板块利润贡献有望改善；海外仓储方面，富查伊拉公司与港口超大油轮码头连接管网工程已接近完工，建成后可提升储罐周转速度和作业灵活性，提高盈利水平。同时积极推进Vesta在比利时的全资附属公司VTA与安特卫普港新建码头连接项目，将提高VTA的泊位能力。SINOPEC KANTONS (00934) rose over 9% in the late session, as of this report, up 7.46%, priced at 4.9 Hong Kong dollars, with a transaction volume of 41.3229 million Hong Kong dollars.
According to Zhituo Finance APP, SINOPEC KANTONS (00934) rose over 9% in the late session, as of this report, up 7.46%, priced at 4.9 Hong Kong dollars, with a transaction volume of 41.3229 million Hong Kong dollars.
GTJA pointed out that overall, short-term Crude Oil Product prices may still fluctuate between 70-75 dollars per barrel, but it is worth noting that Brent Crude Oil prices have been hovering near support prices. If a rebound cannot be effectively formed, the further decline in geopolitical premiums may lead to a short-term platform or downward shift in Brent Crude Oil. In addition, as the end of the year approaches, market risk appetite may decrease, and varieties with stable Operation Cash / Money Market may become a direction for market allocation recently. Recommended are KUNLUN ENERGY and SINOPEC KANTONS, whose operational performance is relatively stable.
The institution previously pointed out that in the terminal business, the upgrade and transformation project for naphtha unloading at the Ma Bian Zhou terminal is progressing smoothly according to schedule, and once completed, it will further increase the revenue scale of Huade Petrochemical; in LNG Transportation, the LNG vessel that faced issues at the end of 2023 has resumed normal running as of June 2024, and profit contributions in this Sector are expected to improve in the second half of the year; in the overseas storage area, the pipeline connection project between Fujairah Company and the super-large oil tanker terminal is nearing completion. Once completed, it will enhance the tank turnover speed and operational flexibility, improving profitability. At the same time, it actively promotes the connection project of Vesta’s wholly-owned subsidiary VTA with the newly constructed terminal at Antwerp Port, which will enhance VTA's berthing capacity.
