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《大行報告》瑞銀引述中海油(00883.HK)指有信心產量可優預期 冀回收油田甲烷排放
阿思達克 11-25 11:48
瑞銀發表報告表示,近日機構投資者與中海油(00883.HK)管理層舉行投資者會議,中海油對運營前景總體樂觀,有信心產量可優於預期。該行指中海油今年以來業績一直優於市場預期,包括產量、成本和資本支出的期望。中海油認為今年有機會達到油當量生產5.05億至5.15億桶的目標上限水平,期內資本支出處750億至850億元人民幣。該行維持對中海油「買入」評級及目標價11.2元。

中海油管理層指今年10個計劃項目中已落實8個項目,指今年下半年受颱風影響有限。假設中海油旗下天然氣產量在中期目標佔比達30%,這意味著天然氣產量將近到2025年翻倍。而中海油的長期目標是將總成本保持在30美元/桶油當量以下。

瑞銀指中海油一直在密切關注中央對低碳倡議,但迄今為止尚未看到中央政府的指導。中海油計劃將天然氣產量提高到長期佔總產量的50%,並將逐步投資於海上風電項目。該公司還計劃減少海上平台的天然氣和柴油消耗,而中海油是還希望回收油田的甲烷排放。

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