港股異動 | 油氣設備板塊走強 中海油田服務(2883.HK)漲7.7%
格隆匯11月23日丨油氣設備板塊走強,安東油田服務(3337.HK)漲10.39%、中海油田服務(2883.HK)漲7.7%、中石化煉化工程(2386.HK)漲3.6%。東方證券指,近期隨着經濟活動恢復,油氣價格出現回暖,認為油服裝備行業的景氣度有望恢復。從國內看,國內能源對外依賴度仍然處於較高狀態,油氣開採具有發展空間。從海外看,目前鑽機數量仍處於底部,但利用率已經出現回升,考慮到美國非常規油氣設備即將進入更換週期,我們也看好國內設備廠商在海外市場的發展機遇。

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