据离岸工程网站5月4日消息 国营石油生产商沙特阿美周二超出分析师预期，第一季度净利润增长30%，并在油价强劲的推动下维持派息。
埃克森美孚等全球能源公司的收益在原油价格上涨的支撑下攀升，今年原油价格上涨了约三分之一，原因是燃料需求从新冠疫情中复苏，全球原油盈余减少。
该全球最大石油出口商首席执行官阿明·纳赛尔在一份声明中说：“考虑到2021年能源需求的积极迹象，有更多的理由对更好的日子即将到来感到乐观。”
他说：“尽管仍有一些不利因素，但随着经济开始复苏，我们完全有能力满足世界日益增长的能源需求。”
截至3月31日的当季净收入从上年同期的167亿美元增至217亿美元。根据五位分析师的平均估计，沙特阿美曾被预测实现净利润194.8亿美元。
沙特阿美于2019年上市，主要向沙特公共和地区机构出售1.7%的股份。该公司表示，原油价格走强、炼油和化工利润率上升推动了公司盈利，有助于抵消产量下降的影响。
欧佩克、俄罗斯和其他几个产油国组成的欧佩克+集团已经减产以支撑油价，但在4月份同意了一项计划，从5月1日开始逐步放松这些限制。
作为该协议的一部分，以及沙特阿拉伯额外自愿减产的结果，沙特阿美减少了产量。该公司表示，全球石油产品需求正在从2020年的低点恢复，但仍低于疫情前的水平。
阿美宣布第一季度股息为188亿美元，将在第二季度支付，这与公司今年750亿美元股息的指导方针一致。
阿美石油表示，预计2021年的资本支出将在350亿美元左右，原先的指导值为400-450亿美元。
2021年第一季度，阿美石油平均总碳氢化合物产量为1150万桶油当量/天，其中包括860万桶/天的原油。
沙特王储穆罕默德·本·萨勒曼表示，未来一两年内可能会出售更多的阿美股份，包括出售给国际投资者。他曾表示，沙特正在谈判将1%的股权出售给一家全球领先的能源公司。
沙特事实上的统治者上个月还宣布了一项名为Shareek或Partner的新举措，其中包括阿美在内的大型沙特公司将在未来10年内主导私营行业国内经济的投资。
汇丰银行在发给客户的一份股票说明中表示，此举可能限制股息在未来几年大幅增长的净空。
吴恒磊 编译自 离岸工程
原文如下：
Saudi Aramco Sees 30% Rise in 1Q Profit
State-run oil producer Saudi Aramco beat analysts' forecasts on Tuesday with a 30% rise in first-quarter net profit and maintained its dividend payout, helped by strong oil prices.
Earnings by global energy companies such as Exxon Mobil have climbed on the back of rising crude prices, which are up by about a third this year, as fuel demand recovers from the pandemic and as a global surplus of crude shrinks.
"Given the positive signs for energy demand in 2021, there are more reasons to be optimistic that better days are coming," Amin Nasser, chief executive of the world's top oil exporter, said in a statement.
"And while some headwinds still remain, we are well-positioned to meet the world's growing energy needs as economies start to recover," he said.
Net income rose to $21.7 billion for the quarter to March 31 from $16.7 billion a year earlier. Aramco had been forecast to deliver net profit of $19.48 billion, according to an average based on estimates by five analysts.
Aramco, which listed in 2019 with the sale of a 1.7% stake mainly to the Saudi public and regional institutions, said earnings were boosted by stronger crude prices and higher refining and chemicals margins, helping offset lower production.
The OPEC+ group, the alliance that groups the Organization of the Petroleum Exporting Countries, Russia and several other producers, have cut output to support prices but agreed on a plan in April to start gradually easing those curbs from May 1.
Aramco, which reduced its output as part of that pact and as a result of Saudi Arabia's additional voluntary production cuts, said global demand for petroleum products was recovering from its lows in 2020 but remained below pre-pandemic levels.
Aramco declared a dividend of $18.8 billion for the first quarter, to be paid in the second quarter, in line with company guidance of a $75 billion dividend for this year.
Aramco said it expected capital expenditures to be around $35 billion in 2021, compared to the original guidance of $40 billion to $45 billion.
Aramco average total hydrocarbon production came in at 11.5 million barrels per day of oil equivalent in the first quarter of 2021. That includes 8.6 million barrels per day of crude oil.
Saudi Crown Prince Mohammed bin Salman has said more Aramco shares could be sold in the next year or two, including to international investors. He has said the kingdom was in talks to sell 1% to a leading global energy company.
The kingdom's de facto ruler also announced last month a new initiative called Shareek or Partner, in which large Saudi companies including Aramco would lead private sector investments in the domestic economy over the next 10 years.
HSBC in an equity note to clients said the move could restrict headroom to grow dividends much in the next few years.
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