🇺🇸 SECPETROBRAS - PETROLEO BRASILEIRO SAQwen · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 09-12 07:49:31·⟳ 抓取 18:02:04 +2d10h·⚡ 决策 09-14 18:03:33 +1m29s·43.3 天前
巴西石油（Petrobras）收到柴油经济补贴计划两期拨款合计约25.67亿雷亚尔，累计到账约95亿雷亚尔
事件是既有柴油补贴计划下的例行分期回款告知：无新增补贴规模、无指引或盈利修正、无并购/融资/监管动作，对一家1,366亿美元市值、PE约7的超大盘发行人而言金额占比约0.3%量级，属行政性备案而非可交易催化；跨源查重未命中同类已处理记录，也不影响该结论，故整体AVOID
📄 原文PETROBRAS - PETROLEO BRASILEIRO SA↗ 原文
----- pbr20260911_6k.htm ----- 6-K 1 pbr20260911_6k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington…
不做 Petrobras (ADR)（PBR.US）
6-K 为例行行政性告知：既有柴油补贴计划的分期现金回款R$25.67亿（累计R$95亿），无新增补贴规模、无盈利或指引修正、无surprise；约4.7亿美元相对1,366亿美元市值占比约0.3%，超大盘标的软催化无edge，且消息已过58小时、发布当日无量价反应。2天后FOMC决议叠加亦降低此类无催化信息的交易价值
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
结论摘要
Petrobras 6-K 只是告知已收到两期柴油补贴款R$25.67亿（累计R$95亿），属既有政策的应收现金回款、无盈利surprise，相对其1,366亿美元市值不足0.5%。缺乏增量事实和交易弹性，回避
🔎 新鲜度:最早出现 2026-09-11 · 扩散 low · price-in 风险 high ↗
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-09-11 · 影响 invalidates
PBR.US 总市值1,366亿美元、PE约7、20日累涨21.98%且距52周高仅-1.78%；R$2.57bn约4.7亿美元仅占市值约0.34%，与近月上涨无因果关系，不构成新的做多理由
检索:Petrobras 补贴到账 / 市值 materiality 核算（stock_quote detail=full） 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例研究未改变结论；决定AVOID的是materiality与事实增量，而非历史涨幅分布
方向:未评估：事件本身不构成可交易催化，先例涨幅无决策意义
涨幅量级:未评估：无拟交易腿，故未用先例校准tp/sl
形态:不适用
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 104 ms
{"result": "search_processed_events:agent query=`diesel economic subvention program provisional measure 1358 1363 | petrobras 6-k r$ 9.5 billion subsidy cumulative | petrobras diesel subsidy installments received | 巴西石油 柴油补贴 拨款 到`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agen - stock_quote 成功 stock_tools HTTP · 766 ms
{
原文全文
展开原文 · 3,034 字
----- pbr20260911_6k.htm -----
6-K
1
pbr20260911_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
Washington, D.C.
20549
FORM 6-K
Report of Foreign Private
Issuer
Pursuant to Rule 13a-16 or 15d-16 of the
Securities Exchange
Act of 1934
For the month of
September, 2026
Commission File Number
1-15106
PETRÓLEO BRASILEIRO
S.A. – PETROBRAS
(Exact name of registrant
as specified in its charter)
Brazilian Petroleum
Corporation – PETROBRAS
(Translation of Registrant's
name into English)
Avenida Henrique Valadares, 28 – 9th floor
20231-030 – Rio de Janeiro, RJ
Federative Republic of Brazil
(Address of principal
executive office)
Indicate by check mark
whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F ___X___ Form
40-F _______
Indicate by check mark
whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission
pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
Yes _______ No___X____
Petrobras receives payment
of new installments under the Diesel Economic Subvention Program
—
Rio de Janeiro, September 11,
2026
– Petróleo Brasileiro S.A. - Petrobras informs that it has received the following installments under the Economic
Subvention Program for diesel oil commercialization:
- R$ 643.8 million, corresponding
to diesel sales from June 1 to 15 (Provisional Measure No. 1,358);
- R$ 1,923.7 million, corresponding
to diesel sales from June 16 to 30 (Provisional Measure No. 1,363).
The cumulative total received
by Petrobras to date under the diesel, gasoline and LPG subsidy programs amounts to approximately R$ 9.5 billion.
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts
within the meaning of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading
Act of 1934, as amended (Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes",
"expects", "predicts", "intends", "plans", "projects", "aims", "should,"
and similar terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore,
future results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information
included herein.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: September 11, 2026
PETRÓLEO BRASILEIRO S.A–PETROBRAS
By: /s/
Fernando Sabbi Melgarejo
______________________________
Fernando Sabbi Melgarejo
Chief Financial Officer and Investor Relations
Officer
6-K
1
pbr20260911_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
Washington, D.C.
20549
FORM 6-K
Report of Foreign Private
Issuer
Pursuant to Rule 13a-16 or 15d-16 of the
Securities Exchange
Act of 1934
For the month of
September, 2026
Commission File Number
1-15106
PETRÓLEO BRASILEIRO
S.A. – PETROBRAS
(Exact name of registrant
as specified in its charter)
Brazilian Petroleum
Corporation – PETROBRAS
(Translation of Registrant's
name into English)
Avenida Henrique Valadares, 28 – 9th floor
20231-030 – Rio de Janeiro, RJ
Federative Republic of Brazil
(Address of principal
executive office)
Indicate by check mark
whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F ___X___ Form
40-F _______
Indicate by check mark
whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission
pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
Yes _______ No___X____
Petrobras receives payment
of new installments under the Diesel Economic Subvention Program
—
Rio de Janeiro, September 11,
2026
– Petróleo Brasileiro S.A. - Petrobras informs that it has received the following installments under the Economic
Subvention Program for diesel oil commercialization:
- R$ 643.8 million, corresponding
to diesel sales from June 1 to 15 (Provisional Measure No. 1,358);
- R$ 1,923.7 million, corresponding
to diesel sales from June 16 to 30 (Provisional Measure No. 1,363).
The cumulative total received
by Petrobras to date under the diesel, gasoline and LPG subsidy programs amounts to approximately R$ 9.5 billion.
www.petrobras.com.br/ir
For more information:
PETRÓLEO BRASILEIRO S.A. – PETROBRAS
| Investor Relations
Email: petroinvest@petrobras.com.br/acionistas@petrobras.com.br
Av. Henrique Valadares, 28 – 9th floor –
20231-030 – Rio de Janeiro, RJ.
Tel.: 55 (21) 3224-1510/9947
This document may contain forecasts
within the meaning of Section 27A of the Securities Act of 1933, as amended (Securities Act), and Section 21E of the Securities Trading
Act of 1934, as amended (Trading Act) that reflect the expectations of the Company's officers. The terms: "anticipates", "believes",
"expects", "predicts", "intends", "plans", "projects", "aims", "should,"
and similar terms, aim to identify such forecasts, which evidently involve risks or uncertainties, predicted or not by the Company. Therefore,
future results of the Company's operations may differ from current expectations, and the reader should not rely solely on the information
included herein.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934,
the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: September 11, 2026
PETRÓLEO BRASILEIRO S.A–PETROBRAS
By: /s/
Fernando Sabbi Melgarejo
______________________________
Fernando Sabbi Melgarejo
Chief Financial Officer and Investor Relations
Officer
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