高盛:重申中海油(0883.HK)“買入”評級 受惠於高油價
高盛發表研究報吿預期,中國海洋石油(0883.HK)於2021-2025年產量年複合增長率為7%,料未來公司將透露更多減碳計劃,以配合其母公司所公佈的碳中和措施,亦認為公司因其低項目成本而大大受惠於高油價,予目標價12港元,重申“買入”評級。
高盛續指,中國主要油企在可再生能源多元化方面較歐洲主要油企落後,認為中海油正處於有利位置以吸收潛在碳成本的影響,因為其低碳業務及強勁的盈利能力。

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