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中金:维持华油能源(1251.HK)“跑赢行业”评级 看好中国油服工程板块
格隆汇 10-22 16:36

中金公司发布报告称,华油能源(01251.HK)已成为新疆钻完井高端市场的领先企业。公司进入新疆市场逾15年,其新疆地区公司几乎垄断了高端完井市场,同时拥有70%的新疆地区油气检修维护市场和50%的油基泥浆(钻井液)市场。

公司预计未来1至2年塔里木油田与玛湖区块每年新钻井数将分别达到250口和200 口。长期来看,新疆地区油气增储上产规划也将利好油服公司。该行预计,华油能源新疆地区公司净利润有望在2019-2021年实现CAGR为30-40%的高速增长,主要增长板块或来自钻井业务。

该行表示,继续看好中国油服工程板块,维持华油能源“跑赢行业”评级,目标价1港元。

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