-- 在Galp Energia (GALP.LS)发布三个月的交易更新报告后，贝伦贝格银行下调了该公司第一季度的业绩预期。报告显示，市场波动对Galp Energia“强劲”的业务运营造成了影响。 分析师周三表示：“Galp于4月13日发布了2026年第一季度交易报告，重点介绍了其在巴西资产的强劲上游产量以及炼油业务的良好表现。但中游业务的非现金项目和营运资本的增加抵消了这些利好，分别影响了我们对该公司EBITDA和经营活动现金流的预测。不过，我们认为随着大宗商品价格环境的正常化，这些暂时性影响将会逐渐消退，并认为该公司在此期间的基本业绩表现良好。” 因此，贝伦贝格银行将这家葡萄牙能源公司2026年第一季度的重置成本调整后EBITDA预期下调了3%，而营运资本调整前后的经营活动现金流预期分别上调了14%和下调了10%。该公司还修订了2026年至2028年的调整后每股收益和每股现金流预测。 展望未来，分析师预计Galp将重点关注其在巴西Bacalhau油田的产能提升、炼油利润率以及液化天然气业务可能受益于美欧天然气价差扩大。 贝伦贝格银行维持Galp股票的“持有”评级和20欧元的目标价不变，理由是Galp目前的估值较高，且短期内“利好因素有限”。
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