《大行報告》瑞銀料中海油(00883.HK)井噴著火事件對產量影響輕微
瑞銀發表報告指,中海油(00883.HK)渤海灣蓬萊油田有平台發生井噴著火,中海油及中海油田服務(02883.HK)昨日(8日)股價下跌,相信是由於事件開始在內地社交媒體流傳,但未獲得公司或媒體確認。
公司今午(9日)公布,公司所屬蓬勃作業公司V平台臺4月5日發生井噴著火,4月6日火已被撲滅。目前,未發生原油洩漏,未構成環境污染事件。事故對公司今年產量最大影響約為60萬桶,約佔公司全年產量的0.1%,其他影響有待評估。
瑞銀引述能源咨詢公司Wood Mackenzie去年8月預測,蓬萊19-3油田今年產量為3.5萬桶/每日,約佔中海油總油產量約3%。
該行表示,在市場獲得更加清晰的資訊,特別是有否漏油之前,事件料會對中海油股價造成影響,預期項目將需暫停一些時間,以作清理及後續調查。至於其他生產估計不會有影響,因此料對公司的經營及產量影響輕微。
瑞銀維持中海油股份「買入」評級及目標價12.1元。
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