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    Amily Guo

    China Refining and Chemicals Analyst at UBS

    Amily Guo is a China Refining and Chemicals Analyst at UBS Investment Bank, specializing in the coverage of Chinese chemical and refining companies with a particular focus on emerging energy and hydrogen vehicle sectors. She has been recognized for her analysis on companies like CIMC Enric Holdings and provides insights into market developments such as life-cycle cost parity for hydrogen trucks. Guo has a demonstrated track record in equity research, having provided actionable outlooks respected in sector commentary and leveraged by international media. Her professional background includes significant expertise in chemical sector dynamics in Asia, and as a registered research analyst at a global investment firm, she holds relevant securities licenses and meets major industry regulatory requirements.

    Amily Guo's questions to PETROCHINA CO (PCCYF) leadership

    Amily Guo's questions to PETROCHINA CO (PCCYF) leadership • Q1 2022

    Question

    Amily Guo from UBS asked about the profitability outlook for the Chemical and Refining segments given margin pressure from high oil prices. She also questioned if the government might re-allow refined product exports should domestic inventories increase.

    Answer

    An unnamed executive explained that high feedstock costs are pressuring chemical profitability, a trend expected to continue in Q2. The company is managing this by adjusting plant utilization and product mix. Regarding inventories, the executive noted they were high but are now decreasing. The company is managing this through marketing, adjusting refining capacity, and arranging some exports in strict accordance with government protocols.

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