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中海油服AH拉昇 受益於中海油資本開支超預期
格隆匯 02-05 09:52
格隆匯2月5日丨中海油系股票走強,中海油服(601808.SH)漲逾6%,中海油田服務(2883.HK)漲近8%,中海油漲2.37%。中海油公佈2021年經營策略和發展計劃。2021年,公司將進一步夯實儲量資源基礎,淨產量目標為545百萬桶~555百萬桶油當量,其中中國約佔68%、海外約佔32%;計劃鑽探217口勘探井,計劃採集三維地震數據約1.7萬平方公里;預計將有19個新項目投產。2021年,公司的資本支出預算總額為人民幣900億元~1000億元。中金表示這一金額超預期,中海油服料受益。中金上調中海油服A股目標價25%至20元、上調H股目標價37%至13港元,維持中海油服A、H股跑贏行業評級。花旗則維持中海油買進評級,公司有望保持低成本優勢,因其在中國近海的平均成本更低。

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