俄罗斯第4大石油生产公司股价飙升30%

中国石化新闻网讯 据美国彭博新闻社2019年10月25日莫斯科报道，本周，这家俄罗斯最神秘的石油大公司的股票价格飙升了近三分之一，让市场陷入了疯狂，人们希望能够找到这家石油大公司股价飙升的一个合理解释。

一些分析人士推测，俄罗斯第4大石油生产公司苏尔古特石油天然气公司（Surgutneftegas PJSC）将最终会动用其囤积的巨额资金，或许通过购买其规模更大的竞争对手卢克石油公司(Lukoil PJSC)的股份。苏尔古特石油天然气公司到6月底的516亿美元现金储备比南非的外汇储备还要多，该公司的现金储备在公司董事长弗拉基米尔·波格丹诺夫长达30年的领导期间的大部分时间里一直在增加。

BCS分析师Sergey Suverov说：“我听到了两种关于推动苏尔古特石油天然气公司的说法。首先，它可能与卢克石油公司合并，其次，改变股息政策，将部分现金储备用于提高股息。”

25日莫斯科时间下午3点40分，苏尔古特石油天然气公司的普通股上涨了7.7%，至每股46.92卢布，本周股价涨幅达到了30%。该股价在9月初也曾出现了类似的飙升，但当时也未对股价飙升作出任何解释。

李峻 编译自 彭博社

原文如下：

Shares in Russia's Fourth-Largest Oil Producer Surge 30 Percent

Shares in Russia’s most secretive major company have soared by almost one-third this week, sending the market into a frenzy for a plausible explanation for the gains.

Some analysts are speculating that Surgutneftegas PJSC, Russia’s fourth-largest oil producer, will finally put to work some of the mountain of money that it’s been hoarding, perhaps by buying a stake in its larger rival, Lukoil PJSC. The $51.6 billion cash pile at the end of the June, which was bigger than South Africa’s foreign currency reserves, has been growing for most of the three-decade reign of General Director Vladimir Bogdanov.

“I’ve heard two versions about what is driving Surgutneftegas,” BCS analyst Sergey Suverov said. “First, it could be a merger with Lukoil or, second, a change in the dividend policy that will devote part of the cash pile to boosting dividends.”

The company’s ordinary shares climbed 7.7 percent to 46.92 rubles at 3:40 p.m. in Moscow, bringing the gain this week to 30 percent. The stock enjoyed a similar surge in early September, which also went unexplained.