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挪威石油基金上半年损失210亿美元

2020-08-21 来源: 中国石化新闻网
石化新闻
 

    中国石化新闻网讯 据油价网2020年8月18日奥斯陆报道,众所周知,挪威的石油基金是世界上最大的主权财富基金,然而,由于该基金在动荡的市场中回报率为负3.4%,挪威石油基金在今年上半年共损失了210亿美元(1880亿挪威克朗)。

    拥有1万亿美元的在过去25年里从挪威的石油收入中积累了大量财富的挪威政府全球养老基金在周二发布的2020年上半年报告中称,该基金在大多数市场的股票投资(占其投资的大部分)都出现了负回报。

    该基金的股票投资回报率为-6.8%,未上市房地产投资回报率为-1.6%,而固定收益投资回报率为5.1%。

    截至6月底,该基金价值的69.6%投资于股票,2.8%投资于未上市的房地产,27.6%投资于固定收益。

    挪威央行投资管理部门副首席执行官特朗德·格兰德说:“在今年上半年,全球股票市场出现了重大波动。今年开局乐观,但当新冠病毒疫情开始在全球蔓延时,股市的前景迅速逆转。”

    格兰德指出,“尽管股票市场在第二季度复苏良好,但仍有相当大的不确定性。”

    格兰德说,在该基金的股票投资中,表现最差的是石油和天然气公司,回报率为-33.1%。

    这主要是由于第一季度石油价格下滑、新冠病毒疫情大流行造成的需求疲软和沙特阿拉伯供应增加的结果。天然气价格下跌和炼油利润率下降也令该领域承压。

    在个股中,该基金对荷兰皇家壳牌公司以及金融服务公司汇丰控股银行和摩根大通银行的投资造成的负面影响最大。

    今年,挪威政府将动用石油基金中创纪录的资金,以应对COVID-19大流行和低油价造成的经济衰退。

    李峻编译自 油价网

    原文如下:

    Norway’s Oil Fund Loses $21 Billion In First Half Of 2020

    Norway’s oil fund, as the world’s biggest sovereign wealth fund is commonly known, lost US$21 billion (188 billion Norwegian crowns) in the first half of 2020, as the fund returned a negative 3.4 percent in volatile markets.

    The US$1-trillion Government Pension Fund Global, the fund which has amassed wealth from Norway’s petroleum revenues over the past 25 years, saw negative returns from its equity investments—the majority of its investments—in most markets, the fund said in its half-year 2020 report on Tuesday.

    The fund’s equity investments returned -6.8 percent, investments in unlisted real estate returned -1.6 percent, while fixed-income investments returned 5.1 percent.

    As at the end of June, a total of 69.6 percent of the fund’s value was invested in equities, 2.8 percent in unlisted real estate, and 27.6 percent in fixed income.

    “There were major fluctuations in the equity market in this period. The year started with optimism, but the outlook of the equity market quickly turned when the Corona virus started to spread globally”, Deputy CEO of Norges Bank Investment Management Trond Grande said.

    “Even though markets recovered well in the second quarter, we are still witnessing considerable uncertainty,” Grande noted.

    The worst performers among the fund’s equity investments were oil and gas companies, with a return of -33.1 percent.

    “This was due mainly to a slide in oil prices in the first quarter as a result of both weak demand on account of the pandemic and an increase in supply from Saudi Arabia. Low gas prices and refining margins also weighed on the sector,” according to the managers of the Norwegian fund.

    Among individual stocks, the fund’s investments that made the most negative contributions were in Royal Dutch Shell and in financial services companies HSBC Holdings PLC and JPMorgan Chase & Co.

    This year, Norway is set to use a record amount from its fund to counter the economic slump from the COVID-19 pandemic and low oil prices.

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