據(jù)能源經(jīng)濟(jì)4月24日消息稱，截至2021年3月，信實(shí)工業(yè)有限公司第四季度利潤(rùn)環(huán)比增長(zhǎng)9%，石化部門推動(dòng)石油化工(O2C)業(yè)務(wù)連續(xù)增長(zhǎng)15%。

　　高盛證券研究公司在一份報(bào)告中說(shuō)：“由于美國(guó)烯烴和乙烯基鏈的中斷以及聚酯鏈需求趨勢(shì)的改善，石化產(chǎn)品價(jià)格在21財(cái)年第4季度急劇上漲。”

　　它補(bǔ)充說(shuō)，鑒于其沿海業(yè)務(wù)，該公司預(yù)計(jì)將從美國(guó)和歐洲化工產(chǎn)品較高的保費(fèi)中受益。

　　RIL的O2C業(yè)務(wù)利息、稅項(xiàng)、折舊及攤銷前利潤(rùn)(EBITDA)可能從21財(cái)年的51億美元增加到2021-22財(cái)年的91億美元。

　　增長(zhǎng)的動(dòng)力可能來(lái)自2021年美國(guó)石油供應(yīng)中斷和油價(jià)上漲導(dǎo)致石化產(chǎn)品價(jià)格持續(xù)走強(qiáng)的推動(dòng)，以及隨著疫苗接種增加和刺激計(jì)劃引導(dǎo)的資本支出，對(duì)柴油和噴氣式飛機(jī)的需求有所改善，2021年下半年煉油利潤(rùn)率大幅上升。

　　該研究公司預(yù)計(jì)，RIL的O2C業(yè)務(wù)每桶EBITDA從2020-21年的每桶10美元提高到2021-22年的每桶18美元。

　　朱佳妮 摘譯自 能源經(jīng)濟(jì)

　　原文如下：

　　Petrochemicals to drive RIL growth in fourth quarter

　　Reliance Industries Ltd (RIL) could see its earnings grow 9 per cent in the fourth quarter ended March 2021 on a quarter-on-quarter basis, led by the petrochemical segment driving 15 per cent sequential growth for the Oil to Chemicals (O2C) business.

　　"Petrochemical prices have risen sharply in 4QFY21, driven by disruptions in the US for olefins and vinyl chain and improving demand trends for the polyester chain," Goldman Sachs Equity Research said in a report.

　　It added that the firm is expected to benefit from higher premiums for chemical products in the US and Europe given its coastal operations.

　　RIL’s O2C business Earnings Before Interest, Tax, Depreciation and Amortization (EBITDA) could increase from $5.1 billion in FY21 to $9.1 billion in 2021-22.

　　The growth is likely to be driven by sustainable petrochemicals price strength in 2021 from disruptions in the US and higher oil prices, and sharp pick-up in refining margins in the second half of 2021 as demand for diesel and jet improves in the wake of increased vaccinations and stimulus-led capex.

　　The research firm expects RIL’s O2C business EBITDA per bbl to improve from $10 per barrel in 2020-21 to $18 per barrel in 2021-22.?