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大和:重申中國海洋石油(0883.HK)優於大市評級 升目標價至9.7港元
格隆匯 02-05 13:01

大和發表研究報吿指,中國海洋石油(0883.HK)昨日發表今年經營策略,去年公司淨產量為5.28億桶油當量,超出預期並形容為令人驚喜,而今年公司的淨產量目標為5.45-5.55億桶油當量,符合該行預期,該行將其目標價由8.2港元上調至9.7港元,重申優於大市評級。

大和表示,公司於2022年和2023年的淨產量預計將分別達到5.9-6億桶油當量和6.4-6.5億桶油當量,認為公司具強勁指引,鑑於公司穩健的營運表現,該行上調其2022年淨產量預測至5.95億桶油當量。

該行又指,中海油今年資本開支指標介乎900億至1000億元人民幣,並預期未來每年開支維持相若水平,輕微高於該行2021及22年每年850億元人民幣的預測。該行故將2021/22年資本開支預測由850億人幣,調升至900億人幣。

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