-- 挪威國家石油公司 (Equinor,股票代碼:EQNR.OL) 週一公佈的第一季度財報超出預期,主要得益於創紀錄的石油產量以及中東局勢持續緊張帶來的強勁交易。 由於能源價格高企,且總權益產量增加9%至創紀錄的每日230萬桶油當量,截至3月31日的三個月內,歸屬於股東的淨利潤年增至31.1億美元,高於去年同期的26.3億美元。調整後營業收入年增13%至97.7億美元,超過了公司匯總的90億美元的預期以及加拿大皇家銀行資本市場(RBC Capital Markets) 89.6億美元的預期。 加拿大皇家銀行表示:「業績超預期的關鍵驅動因素是挪威、美國以及[市場營銷、中游和加工]部門的業績均強於市場預期。」「我們預期MMP業績將表現強勁,而Equinor的業績也確實超出了市場預期。此外,本季度美國天然氣價格的強勁增長也令人驚喜(4.69美元/1000/美元 同時,總收入和其他收入年減至278.4億美元,低於上季的299.2億美元。由於衍生性商品交易的負面影響、歐洲天然氣價格下跌、第三方交易量減少,淨營業收入下滑1%至87.8億美元。 董事會宣布本季派發現金股利每股0.39美元,高於去年同期的每股0.37美元。 管理層還確認了其 2026 年石油和天然氣產量每年增長 3% 的指導方針,以及最高 15 億美元的股票回購計劃,其中最多 3.75 億美元的股票將在第二批回購,但需經 5 月 12 日的年度股東大會批准。
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