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《大行报告》大和:中海油(00883.HK)母企遭美列黑名单料影响负面 估中石油/中石化被列机会较低
阿思达克 12-04 14:18
大和发表报告指,美国国防部公布将四家中国企业列入黑名单,认定有关企业受中国解放军控制,其中包括中海油(00883.HK)母公司中国海洋石油集团。名单或会限制中海油向美国投资者融资,及美国公司向中海油集团提供服务或技术支援。该行预期此官方确认将对中海油股价产生负面影响。

该行表示,在早前的报告提到尚未看到黑名单影响中海油经营的迹象,亦质疑政策的持续性,预期未来拜登政府上场後有机场撤销有关标签。虽然近期会有波动,大和仍重申中海油股份「跑赢大市」评级,相信公司会受惠於油价正常化。

大和又称,美国官方并无提供列入黑名单的原因,但有可能是因中海油在具争议的南海区域有业务,若是如此,相信中石油(00857.HK)及中石化(00386.HK)被列入名单机会较低。

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