中金:坚持看好内地油服公司增长前景 予中海油服及安东油服“跑赢行业”评级
中金发布报告称,认为内地页岩气开采受到了经济性和政策性的双因素推动,坚持看好内地油服公司增长前景。
该行预计,近些年来页岩气开采技术不断创新与进步,开采成本不断降低。为了响应国家增储上产的号召,以及推进中国天然气清洁能源利用,内地主要页岩气开采公司持续加大对页岩气的投入。根据国家能源局,内地页岩气2030年的产量目标为800-1000亿立方米。
该行表示,从目前来看,非常规气开采过程中需要的钻机和压裂设备等需求出现了高速增长,包括宏华集团和杰瑞股份在内的油服设备商也在提前布局油服业务,即依靠各自的龙头产品与甲方客户签订以租代售订单,实现产品销售与油田服务的双盈利。
该行表示,继续看好页岩气服务商,如中海油服(02883.HK)、安东油服(03337.HK)、华油能源(01251.HK)、宏华集团(00196.HK)、中石化油服(01033.HK)、海隆控股(01623.HK)、海油工程,均予“跑赢行业”评级,目标价分别为13.8港元、1.6港元、1港元、0.9港元、1.1港元、1.8港元、7.7元。

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