中金:堅持看好內地油服公司增長前景 予中海油服及安東油服“跑贏行業”評級
中金髮布報告稱,認為內地頁巖氣開採受到了經濟性和政策性的雙因素推動,堅持看好內地油服公司增長前景。
該行預計,近些年來頁巖氣開採技術不斷創新與進步,開採成本不斷降低。為了響應國家增儲上產的號召,以及推進中國天然氣清潔能源利用,內地主要頁巖氣開採公司持續加大對頁巖氣的投入。根據國家能源局,內地頁巖氣2030年的產量目標為800-1000億立方米。
該行表示,從目前來看,非常規氣開採過程中需要的鑽機和壓裂設備等需求出現了高速增長,包括宏華集團和傑瑞股份在內的油服設備商也在提前佈局油服業務,即依靠各自的龍頭產品與甲方客户簽訂以租代售訂單,實現產品銷售與油田服務的雙盈利。
該行表示,繼續看好頁巖氣服務商,如中海油服(02883.HK)、安東油服(03337.HK)、華油能源(01251.HK)、宏華集團(00196.HK)、中石化油服(01033.HK)、海隆控股(01623.HK)、海油工程,均予“跑贏行業”評級,目標價分別為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。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.