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北京时间·🕒 发布 13:26:45时区推断·⟳ 抓取 13:27:02·⚡ 决策 08-04 13:34:29 +7m27s·84.3 天前
沙特阿美二季度调整后净利润334亿美元，高于市场预期
调整后净利润334亿美元，高于市场预期315.9亿美元，但核心驱动是油价和霍尔木兹扰动下的行业性利润改善。
📄 原文CNBC Top News↗ 原文
Saudi Aramco profits soar in second quarter as Iran war squeezes oil supply
Saudi Aramco on Tuesday reported a jump in second-quarter profit, following a period of severe disruption through the S…
不做 Saudi Aramco（2222.SR）
同一阿美二季度利润超预期催化已在05:23 UTC处理，当前为重复转述，不再交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 high · price-in 风险 high ↗
关键理由
- 调整后净利润334亿美元，高于市场预期315.9亿美元，但核心驱动是油价和霍尔木兹扰动下的行业性利润改善。
- 已处理消息库显示05:23 UTC已有同一阿美二季度利润超预期催化的决策记录，当前CNBC稿属于重复转述。
主要风险
- 重复报道不应再次推卡；阿美本身为超大市值能源主标的，单季超预期对短线弹性有限。
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原文全文
展开原文 · 1,920 字
Saudi Aramco on Tuesday reported a jump in second-quarter profit, following a period of severe disruption through the Strait of Hormuz amid the sprawling Middle East conflict.
The world's largest oil company posted adjusted net income of 125.2 billion Saudi riyal ($33.4 billion) over the April to June period, beating analyst expectations of $31.59 billion.
The results come as oil supermajors have reported blowout quarterly profits, benefitting from higher fossil fuel prices amid hostilities between the U.S. and Iran.
The more than five-month-old conflict, which was already expanding beyond its main fronts, has embroiled further countries in the Middle East in recent days, notably the likes of Iraq and Egypt.
Aramco has responded to the Iran war by leveraging its 1,200-kilometer (746 miles) East-West pipeline to the Red Sea, bypassing the Strait of Hormuz, to maintain exports at a maximum capacity of 7 million barrels per day.
Key highlights from Q2:
- Cash flow from operating activities came in at $25.4 billion in the second quarter.
- Gearing ratio of 6.2% at the end of June, compared to 4.8% at the end of the first quarter.
- Aramco said it continues to utilize its East-West pipeline to increase supply flexibility.
"Despite the unprecedented supply disruption through the Strait of Hormuz, we continued to demonstrate our ability to maintain business continuity by capitalizing on our diverse asset base and multi-decade planning, including strategic infrastructure such as the East-West Pipeline, storage capacity, and export terminals," Aramco President and CEO Amin H. Nasser said in a statement.
"That enabled us to sustain production and exports while advancing key projects, despite the challenging regional environment," he added.
Aramco's board said a second-quarter base dividend of $21.9 billion would be paid over the next three months.
This is breaking news. Please refresh for updates.
The world's largest oil company posted adjusted net income of 125.2 billion Saudi riyal ($33.4 billion) over the April to June period, beating analyst expectations of $31.59 billion.
The results come as oil supermajors have reported blowout quarterly profits, benefitting from higher fossil fuel prices amid hostilities between the U.S. and Iran.
The more than five-month-old conflict, which was already expanding beyond its main fronts, has embroiled further countries in the Middle East in recent days, notably the likes of Iraq and Egypt.
Aramco has responded to the Iran war by leveraging its 1,200-kilometer (746 miles) East-West pipeline to the Red Sea, bypassing the Strait of Hormuz, to maintain exports at a maximum capacity of 7 million barrels per day.
Key highlights from Q2:
- Cash flow from operating activities came in at $25.4 billion in the second quarter.
- Gearing ratio of 6.2% at the end of June, compared to 4.8% at the end of the first quarter.
- Aramco said it continues to utilize its East-West pipeline to increase supply flexibility.
"Despite the unprecedented supply disruption through the Strait of Hormuz, we continued to demonstrate our ability to maintain business continuity by capitalizing on our diverse asset base and multi-decade planning, including strategic infrastructure such as the East-West Pipeline, storage capacity, and export terminals," Aramco President and CEO Amin H. Nasser said in a statement.
"That enabled us to sustain production and exports while advancing key projects, despite the challenging regional environment," he added.
Aramco's board said a second-quarter base dividend of $21.9 billion would be paid over the next three months.
This is breaking news. Please refresh for updates.
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