《大行报告》瑞银引述中海油(00883.HK)指有信心产量可优预期 冀回收油田甲烷排放
瑞银发表报告表示,近日机构投资者与中海油(00883.HK)管理层举行投资者会议,中海油对运营前景总体乐观,有信心产量可优於预期。该行指中海油今年以来业绩一直优於市场预期,包括产量、成本和资本支出的期望。中海油认为今年有机会达到油当量生产5.05亿至5.15亿桶的目标上限水平,期内资本支出处750亿至850亿元人民币。该行维持对中海油「买入」评级及目标价11.2元。
中海油管理层指今年10个计划项目中已落实8个项目,指今年下半年受台风影响有限。假设中海油旗下天然气产量在中期目标占比达30%,这意味着天然气产量将近到2025年翻倍。而中海油的长期目标是将总成本保持在30美元/桶油当量以下。
瑞银指中海油一直在密切关注中央对低碳倡议,但迄今为止尚未看到中央政府的指导。中海油计划将天然气产量提高到长期占总产量的50%,并将逐步投资於海上风电项目。该公司还计划减少海上平台的天然气和柴油消耗,而中海油是还希望回收油田的甲烷排放。
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