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中金:維持華油能源(1251.HK)“跑贏行業”評級 看好中國油服工程板塊
格隆匯 10-22 16:36

中金公司發佈報告稱,華油能源(01251.HK)已成為新疆鑽完井高端市場的領先企業。公司進入新疆市場逾15年,其新疆地區公司幾乎壟斷了高端完井市場,同時擁有70%的新疆地區油氣檢修維護市場和50%的油基泥漿(鑽井液)市場。

公司預計未來1至2年塔里木油田與瑪湖區塊每年新鑽井數將分別達到250口和200 口。長期來看,新疆地區油氣增儲上產規劃也將利好油服公司。該行預計,華油能源新疆地區公司淨利潤有望在2019-2021年實現CAGR為30-40%的高速增長,主要增長板塊或來自鑽井業務。

該行表示,繼續看好中國油服工程板塊,維持華油能源“跑贏行業”評級,目標價1港元。

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