业绩超出预期，股息增加

Investment Rating - The report indicates a positive outlook for BP, with an expected adjusted net income of $2.756 billion for Q2 2024, aligning with market expectations [1] Core Insights - BP's strong performance in customer service and product business contributed to the adjusted net income, although weaker results in oil production and operations offset this growth [1] - The company announced a 10% increase in dividends to $8.00 per share, compared to $7.27 in Q1 2024, slightly above market expectations of $7.80 [1] - BP plans to repurchase $1.75 billion worth of shares in Q2 2024 and has committed to an additional $3.5 billion in buybacks for the second half of 2024, maintaining the same level as the first half [1] - The capital expenditure guidance for FY 2024 and FY 2025 remains at approximately $16 billion [1] Summary by Relevant Sections - Financial Performance: BP reported an adjusted net income of $2.756 billion for Q2 2024, up from $2.723 billion in Q1 2024 and $2.589 billion in Q2 2023, exceeding market expectations of $2.687 billion [1][60] - Capital Expenditure: The capital expenditure for Q2 2024 was $3.463 billion, with 45% of the total $16 billion guidance utilized in the first half of 2024 [1][60] - Oil Production and Operations: Adjusted operating income from oil production and operations was $3.094 billion, an 11% year-over-year increase but 7% below market expectations of $3.329 billion [1][62]