安哥拉国家石油公司Sonangol EP表示，愿意增加其在葡萄牙最大上市银行的持股比例，并会考虑在中资集团复星国际出售持股时买入更多股份。
Angola’s state oil company, Sonangol EP, is open to increasing its stake in Portugal’s largest publicly traded lender and would consider buying more if Chinese conglomerate Fosun International Ltd. sells its holding.
Sonangol主席塞巴斯蒂昂·加斯帕尔·马丁内斯表示，公司继续看好其在葡萄牙商业银行（BCP）和葡萄牙最大石油公司Galp Energia SGPS SA的股份“战略价值”。Sonangol持有BCP 19.9%的股份，并间接持有Galp约16.9%的股份。
Sonangol Chairman Sebastião Gaspar Martins said the company continues to see “strategic value” in its stakes in Banco Comercial Portugues SA and Galp Energia SGPS SA, the country’s biggest oil company. Sonangol owns 19.9% of BCP and has an indirect stake of about 16.9% in Galp.
马丁内斯在接受彭博新闻社书面采访时表示：“关于复星可能退出BCP一事，Sonangol目前尚未做出增持决定。任何潜在机会都将经过仔细评估，考量其战略契合度、预期回报、市场状况以及资本配置效率。”葡萄牙周刊《Expresso》于4月10日报道，复星正在权衡其持有的20.45% BCB股份的处置方案，以筹集现金并精简投资组合。复星代表暂未回应置评请求。
“Regarding a potential exit by Fosun from BCP, Sonangol has not, at this stage, made any decision to increase its stake,” Martins said in a written interview with Bloomberg News. “Any potential opportunity would be carefully assessed, taking into account its strategic fit, expected returns, market conditions and the efficient allocation of capital.”Fosun is weighing options for its 20.45% BCP stake as the Chinese group seeks to raise cash and streamline its portfolio, Portuguese weekly newspaper Expresso reported on April 10. A representative for Fosun was not immediately available to comment.
《Jornal de Negócios》周三报道，鉴于BCP正在实施回购计划，Sonangol目前可能不得不出售部分BCP股份，以维持持股比例低于20%的门槛。将持股比例提高至20%以上需要获得欧洲央行批准。
For now, Sonangol may have to sell some BCP shares to remain below the 20% ownership threshold as the bank carries out a share buyback program, Jornal de Negócios reported Wednesday. Raising its stake above 20% would require approval from the European Central Bank.
今年以来BCP股价上涨约23%，跑赢葡萄牙基准指数PSI指数约15%的涨幅。
BCP shares have gained about 23% this year, outperforming the 15% rise in Lisbon’s benchmark PSI Index.
马丁内斯表示，Sonangol的优先事项是增加油气产量，扩大安哥拉炼油产能和能源基础设施，并实现资产多元化。
Sonangol’s priorities are to increase oil and gas production, expand Angola’s refining capacity and energy infrastructure, and diversify its assets, Martins said.
这家总部位于罗安达的公司还在开发太阳能项目，“旨在实现安哥拉能源结构多元化，吸引战略合作伙伴并创造新的价值来源，”马丁内斯说。
The Luanda-based company is also developing solar projects “aimed at diversifying Angola’s energy mix, attracting strategic partnerships and creating new sources of value,” Martins said.
安哥拉仍严重依赖石油，石油约占其出口收入的 90%。尽管是非洲第三大石油生产国，该国仍需进口大部分汽油和柴油。索南戈尔公司（Sonangol）的首次公开募股（IPO）仍是战略重点，但马丁斯未给出上市时间表。他表示，逐步削减燃油补贴应能减轻索南戈尔燃油分销业务的财务负担。
Angola remains heavily dependent on oil, which accounts for about 90% of its export revenue. Yet despite being Africa’s third-largest oil producer, the country still imports most of its gasoline and diesel An initial public offering of Sonangol remains a strategic priority, though Martins gave no timetable for a listing. He said the gradual reduction of fuel subsidies should ease the financial burden on Sonangol’s fuel distribution business.
财政和国库国务秘书奥托尼埃尔·多斯桑托斯上月表示，政府的燃油补贴账单预计将在 2026 年达到约 3 万亿宽扎（约 33 亿美元），是当年预算金额的两倍多。
The government’s fuel-subsidy bill is expected to reach about 3 trillion kwanzas ($3.3 billion) in 2026, more than double the amount budgeted for the year, Secretary of State for Finance and Treasury Ottoniel dos Santos said last month.
马丁斯表示，得益于更高的产量以及在石油、天然气和炼油领域的投资，索南戈尔预计其今年的运营和财务表现将保持韧性。
Martins said Sonangol expects its operating and financial performance to remain resilient this year, supported by higher production and investment in oil, gas and refining.
该公司于 2 月 25 日预测，2025 年初步净收入将超过 7.5 亿美元。
The company on Feb. 25 forecast preliminary net income would exceed $750 million in 2025.