-- 瑞銀證券週一發布的一份報告指出，由於2025年再生柴油和生質柴油利潤率疲軟，雪佛龍（CVX）位於路易斯安那州蓋斯馬工廠的產能擴張被低估了。 美國環保署修訂後的「再生燃料量義務」（Renewable Volume Obligations）要求大幅提高生物質柴油的摻混比例，瑞銀表示，這將推動雪佛龍2026年至2028年盈利現金流出現「非常強勁的拐點」。報告稱，預計雪佛龍在此期間將新增4.4億美元的EBITDA。 瑞銀表示，雪佛龍與邦吉全球（BG）的合資企業擴大了大豆加工產能並增加了轉換能力，使該公司能夠直接受益於大豆和軟籽壓榨利潤。 報告稱，柴油和壓榨利潤率在2026年可能會大幅提高，為雪佛龍的現金流貢獻10億美元的增量。 瑞銀重申對雪佛龍股票的「買進」評級，目標價為218美元。 週二，雪佛龍股價下跌2.6%，邦吉股價上漲0.2%。
Price: $186.72, Change: $-5.06, Percent Change: -2.64%
Sichuan Changhong Electric's (SHA:600839) attributable profit fell 72% to 98.5 million yuan in the first quarter from 345.5 million yuan in the year-ago period, according to a Saturday filing with the Shanghai bourse.Earnings per share at the consumer electronics manufacturer decreased 71% to 0.0214 yuan from 0.0748 yuan in the prior-year period.Operating income edged up 1.6% year over year to 27.3 billion yuan from 26.8 billion yuan.Shares decreased 5% during morning trading on Monday.
China Energy Engineering (SHA:601868, HKG:3996) logged a 29% year-on-year decrease in total new contract value in the first quarter of 2026, according to a Hong Kong bourse filing Friday.Hong Kong-listed shares of the construction firm fell over 2% in Monday late morning trade.The value of new contracts reached 276.2 billion yuan during the quarter, including 184.81 billion yuan from domestic sources and 91.39 billion yuan from overseas.
Shanghai Zhangjiang Hi-Tech Park Development's (SHA:600895) attributable profit fell 72% to 83.5 million yuan in the first quarter from 294.5 million yuan in the year-ago period, according to a Saturday filing with the Shanghai bourse.Earnings per share at the real estate developer decreased 72% to 0.05 yuan from 0.18 yuan in the prior-year period.Operating income declined 31% year over year to 838 million yuan from 1.22 biliion yuan.Shares decreased 3% during the midday trade on Monday.