-- 英国石油公司 (BP.L) 周二公布了第一季度业绩，表现强劲。这主要得益于“显著”增长的已实现利润率以及伊朗战争持续推高油价后石油交易的“卓越”贡献。 截至3月31日的三个月，归属于股东的利润同比增长至38.4亿美元，高于去年同期的6.87亿美元。经特定项目调整后，基本重置成本利润达到32亿美元，高于去年同期的13.8亿美元。 总收入和其他收益同比增长至533.7亿美元，高于去年同期的478.8亿美元。这家石油和天然气巨头还表示，上游工厂的可靠性环比提升，从上一季度的95.4%提高至95.7%。报告显示，上游产量基本保持稳定，美洲湾产量增加以及bpx Energy的强劲表现抵消了中东地区生产中断的影响。 在下游业务方面，BP的炼油产能利用率从前三个月的96%上升至2026年第一季度的96.3%，超过了公司设定的96%的目标。 “BP今天上午公布了强劲的业绩，净利润超出市场预期20%（比RBCe的预期高出7%），”加拿大皇家银行资本市场（RBC Capital Markets）表示。“从业务板块来看，下游业务表现最为亮眼，BP公布的炼油和贸易业务数据远超预期，比我们此前的季度预期高出约2亿美元，这主要得益于其卓越的石油贸易业绩。” 在此背景下，董事会宣布派发每股0.0832美元的中期股息，高于去年同期的0.08美元，将于6月26日支付给5月15日登记在册的股东。BP预计其每股股息每年至少增长4%。 展望未来，由于中东持续冲突以及主要位于美洲湾的季节性维护，截至6月30日的三个月上游产量环比下调。预计2026年全年上游产量也将低于上年。 该公司股价在早盘交易中上涨超过2%。
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