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eff
eff
·
03-27
要打一次性打完
原油期货贴水:投资者押注伊朗冲突短暂,高风险或未完全计入
原油期货曲线"贴水"暗示市场押注美伊冲突短暂收场,近月布伦特逼近99美元、远月却跌至79美元,看似理性却暗藏玄机——分析人士警告,能源基础设施的潜在毁损与核问题的深层复杂性,令这场"相对平静"的定价极度脆弱,尾部风险远未充分入账。
原油期货贴水:投资者押注伊朗冲突短暂,高风险或未完全计入
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eff
eff
·
03-24
不要再拉了
@奥利弗奎恩:
$WTI原油主连 2605(CLmain)$ 什么情况???
$WTI原油主连 2605(CLmain)$ 什么情况???
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eff
eff
·
2025-10-23
5.5*0.6=3.3
油价大涨之下 广聚能源业绩快报却“净利腰斩”
@经济观察报:
经济观察网 记者 邹永勤 油价持续大涨,主营与石油相关的上市公司就一定业绩大增吗?答案似乎并不肯定。 通联数据Datayes!的统计显示,2021年国际原油期货(WTI)大涨55.8%,同期国内的原油、燃油和低硫燃油三大期货品种指数亦分别录得了60.4%、39.9%和38.9%的不俗升幅。而正是在国内外油价一片大涨的背景下,广聚能源(SZ000096.SZ)却于3月11日交出了净利接近腰斩的2021年度业绩快报。 业绩快报显示,广聚能源去年的营业利润同比减少31.16%,利润总额同比减少31.43%,归属于上市公司股东的净利润盈利6770.44万元,同比减少47.94%,扣除非经常性损益后的归属于上市公司股东的净利润同比减少73.48%;基本每股收益盈利0.13元,同比减少48%。 业绩大幅下降另有原因 公司资料显示,广聚能源具有成品油、液化石油气、危险化学品特许经营资质,以及广东省内高速公路建设经营加油站的资质;旗下全资子公司南山石油主要经营汽柴油批发、零售及仓储业务,是深圳市和珠江三角洲地区成品油主要经销商之一。 如此优秀的基本面加持,广聚能源为何未能在2021年分享到油价大涨的红利,甚至于业绩大幅下滑? “我们并没有原油进口的资质,只不过是通过批发来零售。批发价格跟随国际原油价格的上涨而上涨,而我们油站的零售价格却取决于国家的定价。所以,我们的批零差价是有一定范围限制的,并不是说油价大涨利润空间就会大幅增加”。该公司的证券事务代表李若莎在接受经济观察网记者采访时强调,其实成品油业务跟2020年相比是持平甚至略有增长的,之所以总体净利下降,主要是受其他业务板块拖累而已。 正如李若莎所言,业绩快报亦显示,广聚能源2021年的营业收入约16.2亿元,同比增加31.81%,主要受益于其子公司成品油销量、销价均较上年同期上涨;同时强调,“子公司成品油业务利润与上年同期
油价大涨之下 广聚能源业绩快报却“净利腰斩”
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eff
eff
·
2025-04-10
必须涨
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eff
eff
·
2025-01-10
$创业板指(399006)$
涨停
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eff
eff
·
2025-01-09
$中百集团(000759)$
15.75*0.65=10.2375
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eff
eff
·
2024-11-07
$纳斯达克(.IXIC)$
涨停
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eff
eff
·
2024-10-31
不要
A股午评 | 创业板指涨1.4% 地产、光伏、大金融股走强 贵金属等领跌
市场早盘探底回升,截至收盘,沪指涨0.36%,深成指涨0.9%,创业板指涨1.4%。
A股午评 | 创业板指涨1.4% 地产、光伏、大金融股走强 贵金属等领跌
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eff
eff
·
2024-10-30
$A50指数主连 2411(CNmain)$
不能跌了
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eff
eff
·
2024-10-29
$创业板指(399006)$
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16:20","market":"sh","language":"zh","title":"原油期货贴水:投资者押注伊朗冲突短暂,高风险或未完全计入","url":"https://stock-news.laohu8.com/highlight/detail?id=2622372698","media":"华尔街见闻","summary":"原油期货曲线\"贴水\"暗示市场押注美伊冲突短暂收场,近月布伦特逼近99美元、远月却跌至79美元,看似理性却暗藏玄机——分析人士警告,能源基础设施的潜在毁损与核问题的深层复杂性,令这场\"相对平静\"的定价极度脆弱,尾部风险远未充分入账。","content":"<html><head></head><body><p>原油期货陷入贴水结构,交易员普遍押注美伊冲突将短暂收场。但分析人士警告,能源基础设施的潜在毁损、谈判前景的高度不确定性以及伊朗核问题的深层复杂性,意味着市场或远未充分定价所有潜在风险。</p><p>据央视新闻报道,白宫向伊朗提交包含15项内容的和平方案,消息一出,油价应声大幅下跌。但华盛顿与德黑兰之间相互矛盾的表态、中东地区持续的导弹打击以及霍尔木兹海峡的航运积压,令价格仍维持高位。全球基准布伦特原油近月期货徘徊于99美元/桶附近,较2月28日美以对伊朗发动首轮打击前高出约36%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e735e4e9fc435de27f925e04b6eb3d9\" tg-width=\"1024\" tg-height=\"667\"/></p><p>然而,原油期货曲线呈现出截然不同的预期。<strong>在贴水结构下,布伦特12月交割合约报约79.70美元,较近月合约低约17%,但仍比冲突爆发前高出约10%。</strong></p><p>富时罗素全球投资研究主管Indrani De指出,曲线形态表明市场已将约10至12美元的长期风险溢价内化为定价基准,同时预期短期冲击将随局势缓和逐步消退。</p><p>多位分析人士同时提醒,当前相对平静的市场定价可能低估了局势恶化的尾部风险。BRI Wealth Management投资主管Toni Meadows对CNBC表示:"考虑到潜在结果的范围,市场表现相对平静。"</p><h2 id=\"id_3268460204\">市场押注冲突属于阶段性事件</h2><p>所谓"贴水"(backwardation),是指近月期货合约价格高于远月合约,通常意味着当前供给吃紧,但市场预期未来将趋于宽松。</p><p>Toni Meadows表示:"贴水——即未来价格低于当前——说明市场认为当前油价的上涨是暂时性的。这是一个事件,而非常态化因素。否则,出于对供应稀缺的担忧,远月合约的价格理应更高。"</p><h2 id=\"id_210820907\">长端曲线已反映持久代价</h2><p>尽管贴水结构暗示短期冲击,但期货曲线的绝对水平揭示出市场对冲突长尾影响的真实判断。</p><p>Indrani De表示,目前油价期货曲线在约四个月后出现明显下跌拐点,至约10个月后(即年底)基本回归"正常"——但这一"正常"水平比冲突前高出约10美元。<strong>"深度贴水结构表明,即便是受冲击最大的市场,也在为早期解决方案定价,"她说,"但若看10个月后布伦特的价格水平,仍比危机前高出约10至12美元。我认为,这可以视为已内嵌于市场的风险溢价。"</strong></p><p>布伦特12月合约目前报约79.70美元。这意味着,在交易者眼中,即便冲突最终化解,地缘政治紧张局势也已在全球油价中留下持久印记。</p><h2 id=\"id_3234206453\">基础设施毁损与核扩散隐忧</h2><p>多位分析师认为,当前的市场定价尚未充分反映局势进一步恶化的情景。</p><p>Katy Stoves认为,"即便最终达成某种停火……修复这些设施、让其重新上线需要时间。"她特别指出,液化天然气(LNG)工厂一旦被摧毁,重建往往历时数年。</p><p>Toni Meadows则对通过轰炸实现伊朗核能力"全面降级"的可行性持怀疑态度。他补充道:"如果冲突短暂,双方能找到退坡路,且地区产能没有遭到实质性破坏,那是一种情形——但这是一个非常脆弱的组合。"</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>原油期货贴水:投资者押注伊朗冲突短暂,高风险或未完全计入</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n原油期货贴水:投资者押注伊朗冲突短暂,高风险或未完全计入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 16:20 北京时间 <a href=https://wallstreetcn.com/articles/3768452><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原油期货陷入贴水结构,交易员普遍押注美伊冲突将短暂收场。但分析人士警告,能源基础设施的潜在毁损、谈判前景的高度不确定性以及伊朗核问题的深层复杂性,意味着市场或远未充分定价所有潜在风险。据央视新闻报道,白宫向伊朗提交包含15项内容的和平方案,消息一出,油价应声大幅下跌。但华盛顿与德黑兰之间相互矛盾的表态、中东地区持续的导弹打击以及霍尔木兹海峡的航运积压,令价格仍维持高位。全球基准布伦特原油近月期货...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768452\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7b869860fd524e1c4d1e42b2d81d1a2","relate_stocks":{"LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","BK4144":"石油与天然气的储存和运输","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","LU0345780950.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) ACC","LU0788109394.HKD":"BGF WORLD ENERGY \"A2\" (HKDHGD) ACC","IE00B29SXL02.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0122376428.USD":"贝莱德世界能源基金A2"},"source_url":"https://wallstreetcn.com/articles/3768452","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622372698","content_text":"原油期货陷入贴水结构,交易员普遍押注美伊冲突将短暂收场。但分析人士警告,能源基础设施的潜在毁损、谈判前景的高度不确定性以及伊朗核问题的深层复杂性,意味着市场或远未充分定价所有潜在风险。据央视新闻报道,白宫向伊朗提交包含15项内容的和平方案,消息一出,油价应声大幅下跌。但华盛顿与德黑兰之间相互矛盾的表态、中东地区持续的导弹打击以及霍尔木兹海峡的航运积压,令价格仍维持高位。全球基准布伦特原油近月期货徘徊于99美元/桶附近,较2月28日美以对伊朗发动首轮打击前高出约36%。然而,原油期货曲线呈现出截然不同的预期。在贴水结构下,布伦特12月交割合约报约79.70美元,较近月合约低约17%,但仍比冲突爆发前高出约10%。富时罗素全球投资研究主管Indrani De指出,曲线形态表明市场已将约10至12美元的长期风险溢价内化为定价基准,同时预期短期冲击将随局势缓和逐步消退。多位分析人士同时提醒,当前相对平静的市场定价可能低估了局势恶化的尾部风险。BRI Wealth Management投资主管Toni Meadows对CNBC表示:\"考虑到潜在结果的范围,市场表现相对平静。\"市场押注冲突属于阶段性事件所谓\"贴水\"(backwardation),是指近月期货合约价格高于远月合约,通常意味着当前供给吃紧,但市场预期未来将趋于宽松。Toni Meadows表示:\"贴水——即未来价格低于当前——说明市场认为当前油价的上涨是暂时性的。这是一个事件,而非常态化因素。否则,出于对供应稀缺的担忧,远月合约的价格理应更高。\"长端曲线已反映持久代价尽管贴水结构暗示短期冲击,但期货曲线的绝对水平揭示出市场对冲突长尾影响的真实判断。Indrani De表示,目前油价期货曲线在约四个月后出现明显下跌拐点,至约10个月后(即年底)基本回归\"正常\"——但这一\"正常\"水平比冲突前高出约10美元。\"深度贴水结构表明,即便是受冲击最大的市场,也在为早期解决方案定价,\"她说,\"但若看10个月后布伦特的价格水平,仍比危机前高出约10至12美元。我认为,这可以视为已内嵌于市场的风险溢价。\"布伦特12月合约目前报约79.70美元。这意味着,在交易者眼中,即便冲突最终化解,地缘政治紧张局势也已在全球油价中留下持久印记。基础设施毁损与核扩散隐忧多位分析师认为,当前的市场定价尚未充分反映局势进一步恶化的情景。Katy Stoves认为,\"即便最终达成某种停火……修复这些设施、让其重新上线需要时间。\"她特别指出,液化天然气(LNG)工厂一旦被摧毁,重建往往历时数年。Toni Meadows则对通过轰炸实现伊朗核能力\"全面降级\"的可行性持怀疑态度。他补充道:\"如果冲突短暂,双方能找到退坡路,且地区产能没有遭到实质性破坏,那是一种情形——但这是一个非常脆弱的组合。\"","news_type":1,"symbols_score_info":{"CLmain":1,"CL2607":2,"CL2609":2}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546016548901072,"gmtCreate":1774314253270,"gmtModify":1774314255477,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"不要再拉了","listText":"不要再拉了","text":"不要再拉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546016548901072","repostId":"545810924548424","repostType":1,"repost":{"id":545810924548424,"gmtCreate":1774264244244,"gmtModify":1774264246353,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505422400270239","idStr":"3505422400270239"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$ </a> 什么情况???","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2605(CLmain)$ </a> 什么情况???","text":"$WTI原油主连 2605(CLmain)$ 什么情况???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545810924548424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492334593286224,"gmtCreate":1761184216847,"gmtModify":1761184218756,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"5.5*0.6=3.3","listText":"5.5*0.6=3.3","text":"5.5*0.6=3.3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492334593286224","repostId":"635684131","repostType":1,"repost":{"id":635684131,"gmtCreate":1646979295000,"gmtModify":1646981444874,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577852034187700","idStr":"3577852034187700"},"themes":[],"title":"油价大涨之下 广聚能源业绩快报却“净利腰斩”","htmlText":"经济观察网 记者 邹永勤 油价持续大涨,主营与石油相关的上市公司就一定业绩大增吗?答案似乎并不肯定。 通联数据Datayes!的统计显示,2021年国际原油期货(WTI)大涨55.8%,同期国内的原油、燃油和低硫燃油三大期货品种指数亦分别录得了60.4%、39.9%和38.9%的不俗升幅。而正是在国内外油价一片大涨的背景下,广聚能源(SZ000096.SZ)却于3月11日交出了净利接近腰斩的2021年度业绩快报。 业绩快报显示,广聚能源去年的营业利润同比减少31.16%,利润总额同比减少31.43%,归属于上市公司股东的净利润盈利6770.44万元,同比减少47.94%,扣除非经常性损益后的归属于上市公司股东的净利润同比减少73.48%;基本每股收益盈利0.13元,同比减少48%。 业绩大幅下降另有原因 公司资料显示,广聚能源具有成品油、液化石油气、危险化学品特许经营资质,以及广东省内高速公路建设经营加油站的资质;旗下全资子公司南山石油主要经营汽柴油批发、零售及仓储业务,是深圳市和珠江三角洲地区成品油主要经销商之一。 如此优秀的基本面加持,广聚能源为何未能在2021年分享到油价大涨的红利,甚至于业绩大幅下滑? “我们并没有原油进口的资质,只不过是通过批发来零售。批发价格跟随国际原油价格的上涨而上涨,而我们油站的零售价格却取决于国家的定价。所以,我们的批零差价是有一定范围限制的,并不是说油价大涨利润空间就会大幅增加”。该公司的证券事务代表李若莎在接受经济观察网记者采访时强调,其实成品油业务跟2020年相比是持平甚至略有增长的,之所以总体净利下降,主要是受其他业务板块拖累而已。 正如李若莎所言,业绩快报亦显示,广聚能源2021年的营业收入约16.2亿元,同比增加31.81%,主要受益于其子公司成品油销量、销价均较上年同期上涨;同时强调,“子公司成品油业务利润与上年同期","listText":"经济观察网 记者 邹永勤 油价持续大涨,主营与石油相关的上市公司就一定业绩大增吗?答案似乎并不肯定。 通联数据Datayes!的统计显示,2021年国际原油期货(WTI)大涨55.8%,同期国内的原油、燃油和低硫燃油三大期货品种指数亦分别录得了60.4%、39.9%和38.9%的不俗升幅。而正是在国内外油价一片大涨的背景下,广聚能源(SZ000096.SZ)却于3月11日交出了净利接近腰斩的2021年度业绩快报。 业绩快报显示,广聚能源去年的营业利润同比减少31.16%,利润总额同比减少31.43%,归属于上市公司股东的净利润盈利6770.44万元,同比减少47.94%,扣除非经常性损益后的归属于上市公司股东的净利润同比减少73.48%;基本每股收益盈利0.13元,同比减少48%。 业绩大幅下降另有原因 公司资料显示,广聚能源具有成品油、液化石油气、危险化学品特许经营资质,以及广东省内高速公路建设经营加油站的资质;旗下全资子公司南山石油主要经营汽柴油批发、零售及仓储业务,是深圳市和珠江三角洲地区成品油主要经销商之一。 如此优秀的基本面加持,广聚能源为何未能在2021年分享到油价大涨的红利,甚至于业绩大幅下滑? “我们并没有原油进口的资质,只不过是通过批发来零售。批发价格跟随国际原油价格的上涨而上涨,而我们油站的零售价格却取决于国家的定价。所以,我们的批零差价是有一定范围限制的,并不是说油价大涨利润空间就会大幅增加”。该公司的证券事务代表李若莎在接受经济观察网记者采访时强调,其实成品油业务跟2020年相比是持平甚至略有增长的,之所以总体净利下降,主要是受其他业务板块拖累而已。 正如李若莎所言,业绩快报亦显示,广聚能源2021年的营业收入约16.2亿元,同比增加31.81%,主要受益于其子公司成品油销量、销价均较上年同期上涨;同时强调,“子公司成品油业务利润与上年同期","text":"经济观察网 记者 邹永勤 油价持续大涨,主营与石油相关的上市公司就一定业绩大增吗?答案似乎并不肯定。 通联数据Datayes!的统计显示,2021年国际原油期货(WTI)大涨55.8%,同期国内的原油、燃油和低硫燃油三大期货品种指数亦分别录得了60.4%、39.9%和38.9%的不俗升幅。而正是在国内外油价一片大涨的背景下,广聚能源(SZ000096.SZ)却于3月11日交出了净利接近腰斩的2021年度业绩快报。 业绩快报显示,广聚能源去年的营业利润同比减少31.16%,利润总额同比减少31.43%,归属于上市公司股东的净利润盈利6770.44万元,同比减少47.94%,扣除非经常性损益后的归属于上市公司股东的净利润同比减少73.48%;基本每股收益盈利0.13元,同比减少48%。 业绩大幅下降另有原因 公司资料显示,广聚能源具有成品油、液化石油气、危险化学品特许经营资质,以及广东省内高速公路建设经营加油站的资质;旗下全资子公司南山石油主要经营汽柴油批发、零售及仓储业务,是深圳市和珠江三角洲地区成品油主要经销商之一。 如此优秀的基本面加持,广聚能源为何未能在2021年分享到油价大涨的红利,甚至于业绩大幅下滑? “我们并没有原油进口的资质,只不过是通过批发来零售。批发价格跟随国际原油价格的上涨而上涨,而我们油站的零售价格却取决于国家的定价。所以,我们的批零差价是有一定范围限制的,并不是说油价大涨利润空间就会大幅增加”。该公司的证券事务代表李若莎在接受经济观察网记者采访时强调,其实成品油业务跟2020年相比是持平甚至略有增长的,之所以总体净利下降,主要是受其他业务板块拖累而已。 正如李若莎所言,业绩快报亦显示,广聚能源2021年的营业收入约16.2亿元,同比增加31.81%,主要受益于其子公司成品油销量、销价均较上年同期上涨;同时强调,“子公司成品油业务利润与上年同期","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635684131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422999310819496,"gmtCreate":1744298446085,"gmtModify":1744298448023,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"必须涨","listText":"必须涨","text":"必须涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422999310819496","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391108365332736,"gmtCreate":1736491642383,"gmtModify":1736491643431,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"<a 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涨停","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368455679054016","isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365818161611072,"gmtCreate":1730351142507,"gmtModify":1730351144121,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"不要","listText":"不要","text":"不要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365818161611072","repostId":"2479743223","repostType":2,"repost":{"id":"2479743223","kind":"highlight","pubTimestamp":1730345905,"share":"https://www.laohu8.com/m/news/2479743223?lang=zh_CN&edition=full","pubTime":"2024-10-31 11:38","market":"us","language":"zh","title":"A股午评 | 创业板指涨1.4% 地产、光伏、大金融股走强 贵金属等领跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2479743223","media":"智通财经网","summary":"市场早盘探底回升,截至收盘,沪指涨0.36%,深成指涨0.9%,创业板指涨1.4%。","content":"<html><body><div> <p>10月31日,市场早盘探底回升,截至收盘,沪指涨0.36%,深成指涨0.9%,创业板指涨1.4%。</p><p>盘面上,光伏、风电、BC电池等新能源赛道开盘活跃,教育、电力、种植业等行业涨幅居前;高位股继续活跃,多只个股一字涨停,<a href=\"https://laohu8.com/S/002583\">海能达</a>走出26天22板,<a href=\"https://laohu8.com/S/000158\">常山北明</a>6天4板,北交所润农节水4连板,<a href=\"https://laohu8.com/S/002542\">中化岩土</a>12天10板,<a href=\"https://laohu8.com/S/603268\">松发股份</a>11连板,<a href=\"https://laohu8.com/S/000958\">电投产融</a>、<a href=\"https://laohu8.com/S/603656\">泰禾智能</a>、<a href=\"https://laohu8.com/S/600292\">远达环保</a>均9连板。下跌方面,稀土、中船系等板块大幅调整,白酒、家电、旅游等大消费跌幅居前。</p><p>焦点股方面,新股N强达大涨超530%,触发二次临停。</p><p>主力资金方面,资金青睐光伏、商用车、白色家电等行业,资金出逃光学光电子、软件开发、教育等行业。</p><p><strong>机构观点</strong></p><p>展望后市,<a href=\"https://laohu8.com/S/601162\">天风证券</a>称,短期反弹或并未结束,关键看情绪和资金。</p><p><strong><a href=\"https://laohu8.com/S/601881\">中国银河</a>证券</strong><strong>:关注增量政策成效释放,看好银行配置价值</strong></p><p><a href=\"https://laohu8.com/S/06881\">中国银河</a>证券指出,财政货币政策逆周期调节加强,促进经济回暖。地产政策组合拳加码,支撑短期信贷。加速商品房去库存、盘活存量土地,改善房企流动性,叠加地方化债加力,有助银行资产质量优化。降准降息及存款利率、存量房贷利率下调落地,银行息差受影响中性。关注后续政策实施成效。我们继续看好银行板块配置价值,维持推荐评级。</p><p><strong><a href=\"https://laohu8.com/S/600958\">东方证券</a></strong><strong>:等股市和经济良性互动,有助于行情走得更远</strong></p><p>本轮上涨出现“快涨、大波动”的结构,底部逐步抬升,但由于外部冲击及国内经济运行中的问题化解需要时间,行情难免有震荡曲折,其实是等股市和经济良性互动,有助于行情走得更远。展望后市,科技成长仍将延续优势,如半导体周期上行,新兴成长类资产当前盈利优势显著。</p><p><strong>天风证券:短期反弹或并未结束</strong></p><p>天风证券称,短期反弹或并未结束,关键看情绪和资金。情绪看政策。我们认为随着政策的逐步明朗化,市场将从情绪驱动转向理性。市场参与者将能够更清楚地看到政策的全貌,包括政策的规模、防风险的措施,以及除了防风险之外,政策是否还能刺激经济增长,比如消费和投资。届时,市场将更加关注政策的实际受益者,而不是简单因为情绪改善而去抄底低估值股票。资金看外资。</p><p>市场反弹的持续性依赖于资金动向,尤其关注增量资金的身份。此轮增量资金主要包括散户和外资,其中外资的作用尤为关键。外部的制约仍然存在。从外部环境来看,人民币汇率的升值是近期政策连续出台的重要支撑。然而,当人民币汇率升到7之后,继续升值遇到了阻力,这也反映了外部因素的变化。</p><p><strong>热门板块</strong></p><p><strong>1、光伏概念走强</strong></p><p>光伏概念开盘走强,<a href=\"https://laohu8.com/S/600481\">双良节能</a>竞价涨停录得5连板,<a href=\"https://laohu8.com/S/600505\">西昌电力</a>、<a href=\"https://laohu8.com/S/002634\">棒杰股份</a>竞价涨停,<a href=\"https://laohu8.com/S/603628\">清源股份</a>、<a href=\"https://laohu8.com/S/002459\">晶澳科技</a>、<a href=\"https://laohu8.com/S/301155\">海力风电</a>、<a href=\"https://laohu8.com/S/300129\">泰胜风能</a>等多股高开。</p><p>点评:消息面上,国家发展改革委等六部门发布《关于大力实施可再生能源替代行动的指导意见》。<a href=\"https://laohu8.com/S/600030\">中信证券</a>指出,多重利好有望提振光伏行业低位投资价值。</p><p><strong>2、</strong><strong>券商</strong><strong>、</strong><strong>多元金融</strong><strong>板块拉升</strong></p><p>券商股、多元金融板块异动拉升,电投产融9连板,<a href=\"https://laohu8.com/S/002797\">第一创业</a>2连板,<a href=\"https://laohu8.com/S/600705\">中航产融</a>涨停,<a href=\"https://laohu8.com/S/600864\">哈投股份</a>冲击涨停,<a href=\"https://laohu8.com/S/000415\">渤海租赁</a>、<a href=\"https://laohu8.com/S/600390\">五矿资本</a>、<a href=\"https://laohu8.com/S/002423\">中粮资本</a>涨超7%,<a href=\"https://laohu8.com/S/000783\">长江证券</a>、<a href=\"https://laohu8.com/S/601198\">东兴证券</a>、<a href=\"https://laohu8.com/S/000686\">东北证券</a>、天风证券、<a href=\"https://laohu8.com/S/000712\">锦龙股份</a>、<a href=\"https://laohu8.com/S/601555\">东吴证券</a>等跟涨。</p><p><strong>3、地产股持续走强</strong></p><p>房地产板块持续走强,<a href=\"https://laohu8.com/S/600383\">金地集团</a>、<a href=\"https://laohu8.com/S/601588\">北辰实业</a>、<a href=\"https://laohu8.com/S/600322\">津投城开</a>、<a href=\"https://laohu8.com/S/600340\">华夏幸福</a>、<a href=\"https://laohu8.com/S/600208\">衢州发展</a>等十余股涨停。</p><p>点评:消息面上,<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601988\">中国银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/601328\">交通银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>六大商业银行今天(31日)发布公告,将从明天(11月1日)起,陆续对商业性个人住房贷款利率实行新的定价机制。<a href=\"https://laohu8.com/S/06030\">中信证券</a>指出,年内房价有望止跌回稳,地产板块估值有望持续修复。</p><p><strong>4、</strong><strong>低空经济</strong><strong>反复活跃</strong></p><p>低空经济反复活跃,<a href=\"https://laohu8.com/S/002085\">万丰奥威</a>、<a href=\"https://laohu8.com/S/600843\">上工申贝</a>、<a href=\"https://laohu8.com/S/603261\">立航科技</a>、<a href=\"https://laohu8.com/S/002253\">川大智胜</a>、<a href=\"https://laohu8.com/S/600178\">东安动力</a>、中化岩土、<a href=\"https://laohu8.com/S/600580\">卧龙电驱</a>等涨停,<a href=\"https://laohu8.com/S/001696\">宗申动力</a>、<a href=\"https://laohu8.com/S/300107\">建新股份</a>、<a href=\"https://laohu8.com/S/600990\">四创电子</a>、<a href=\"https://laohu8.com/S/688631\">莱斯信息</a>、<a href=\"https://laohu8.com/S/000099\">中信海直</a>等涨超5%。</p><p>点评:消息面上,据小鹏汇天消息,小鹏汇天“陆地航母”分体式飞行汽车即将亮相2024年中国航展。11月12日,将在斗门莲洲展示区进行全球首次公开飞行;同时,“陆地航母”也将在珠海国际航展中心8号馆进行静态展示。</p><p><strong>本文转载自“<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股”;智通财经编辑:王秋佳。</strong></p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股午评 | 创业板指涨1.4% 地产、光伏、大金融股走强 贵金属等领跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股午评 | 创业板指涨1.4% 地产、光伏、大金融股走强 贵金属等领跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 11:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1204719.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月31日,市场早盘探底回升,截至收盘,沪指涨0.36%,深成指涨0.9%,创业板指涨1.4%。盘面上,光伏、风电、BC电池等新能源赛道开盘活跃,教育、电力、种植业等行业涨幅居前;高位股继续活跃,多只个股一字涨停,海能达走出26天22板,常山北明6天4板,北交所润农节水4连板,中化岩土12天10板,松发股份11连板,电投产融、泰禾智能、远达环保均9连板。下跌方面,稀土、中船系等板块大幅调整,白酒...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1204719.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20241031/20241031114337_77380.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"159982":"中证500","399001":"深证成指","399006":"创业板指","399300":"沪深300"},"source_url":"http://www.zhitongcaijing.com/content/detail/1204719.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2479743223","content_text":"10月31日,市场早盘探底回升,截至收盘,沪指涨0.36%,深成指涨0.9%,创业板指涨1.4%。盘面上,光伏、风电、BC电池等新能源赛道开盘活跃,教育、电力、种植业等行业涨幅居前;高位股继续活跃,多只个股一字涨停,海能达走出26天22板,常山北明6天4板,北交所润农节水4连板,中化岩土12天10板,松发股份11连板,电投产融、泰禾智能、远达环保均9连板。下跌方面,稀土、中船系等板块大幅调整,白酒、家电、旅游等大消费跌幅居前。焦点股方面,新股N强达大涨超530%,触发二次临停。主力资金方面,资金青睐光伏、商用车、白色家电等行业,资金出逃光学光电子、软件开发、教育等行业。机构观点展望后市,天风证券称,短期反弹或并未结束,关键看情绪和资金。中国银河证券:关注增量政策成效释放,看好银行配置价值中国银河证券指出,财政货币政策逆周期调节加强,促进经济回暖。地产政策组合拳加码,支撑短期信贷。加速商品房去库存、盘活存量土地,改善房企流动性,叠加地方化债加力,有助银行资产质量优化。降准降息及存款利率、存量房贷利率下调落地,银行息差受影响中性。关注后续政策实施成效。我们继续看好银行板块配置价值,维持推荐评级。东方证券:等股市和经济良性互动,有助于行情走得更远本轮上涨出现“快涨、大波动”的结构,底部逐步抬升,但由于外部冲击及国内经济运行中的问题化解需要时间,行情难免有震荡曲折,其实是等股市和经济良性互动,有助于行情走得更远。展望后市,科技成长仍将延续优势,如半导体周期上行,新兴成长类资产当前盈利优势显著。天风证券:短期反弹或并未结束天风证券称,短期反弹或并未结束,关键看情绪和资金。情绪看政策。我们认为随着政策的逐步明朗化,市场将从情绪驱动转向理性。市场参与者将能够更清楚地看到政策的全貌,包括政策的规模、防风险的措施,以及除了防风险之外,政策是否还能刺激经济增长,比如消费和投资。届时,市场将更加关注政策的实际受益者,而不是简单因为情绪改善而去抄底低估值股票。资金看外资。市场反弹的持续性依赖于资金动向,尤其关注增量资金的身份。此轮增量资金主要包括散户和外资,其中外资的作用尤为关键。外部的制约仍然存在。从外部环境来看,人民币汇率的升值是近期政策连续出台的重要支撑。然而,当人民币汇率升到7之后,继续升值遇到了阻力,这也反映了外部因素的变化。热门板块1、光伏概念走强光伏概念开盘走强,双良节能竞价涨停录得5连板,西昌电力、棒杰股份竞价涨停,清源股份、晶澳科技、海力风电、泰胜风能等多股高开。点评:消息面上,国家发展改革委等六部门发布《关于大力实施可再生能源替代行动的指导意见》。中信证券指出,多重利好有望提振光伏行业低位投资价值。2、券商、多元金融板块拉升券商股、多元金融板块异动拉升,电投产融9连板,第一创业2连板,中航产融涨停,哈投股份冲击涨停,渤海租赁、五矿资本、中粮资本涨超7%,长江证券、东兴证券、东北证券、天风证券、锦龙股份、东吴证券等跟涨。3、地产股持续走强房地产板块持续走强,金地集团、北辰实业、津投城开、华夏幸福、衢州发展等十余股涨停。点评:消息面上,工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行六大商业银行今天(31日)发布公告,将从明天(11月1日)起,陆续对商业性个人住房贷款利率实行新的定价机制。中信证券指出,年内房价有望止跌回稳,地产板块估值有望持续修复。4、低空经济反复活跃低空经济反复活跃,万丰奥威、上工申贝、立航科技、川大智胜、东安动力、中化岩土、卧龙电驱等涨停,宗申动力、建新股份、四创电子、莱斯信息、中信海直等涨超5%。点评:消息面上,据小鹏汇天消息,小鹏汇天“陆地航母”分体式飞行汽车即将亮相2024年中国航展。11月12日,将在斗门莲洲展示区进行全球首次公开飞行;同时,“陆地航母”也将在珠海国际航展中心8号馆进行静态展示。本文转载自“腾讯自选股”;智通财经编辑:王秋佳。","news_type":1,"symbols_score_info":{"159982":1,"399001":1,"399006":1,"399300":1}},"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365626704449760,"gmtCreate":1730264759944,"gmtModify":1730264761126,"author":{"id":"3470869813974709","authorId":"3470869813974709","name":"eff","avatar":"https://static.tigerbbs.com/3a7b73c3635e334f8816701a98f8bf75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470869813974709","idStr":"3470869813974709"},"themes":[],"htmlText":"<a 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