《大行报告》瑞银料中海油(00883.HK)井喷着火事件对产量影响轻微
瑞银发表报告指,中海油(00883.HK)渤海湾蓬莱油田有平台发生井喷着火,中海油及中海油田服务(02883.HK)昨日(8日)股价下跌,相信是由於事件开始在内地社交媒体流传,但未获得公司或媒体确认。
公司今午(9日)公布,公司所属蓬勃作业公司V平台台4月5日发生井喷着火,4月6日火已被扑灭。目前,未发生原油泄漏,未构成环境污染事件。事故对公司今年产量最大影响约为60万桶,约占公司全年产量的0.1%,其他影响有待评估。
瑞银引述能源咨询公司Wood Mackenzie去年8月预测,蓬莱19-3油田今年产量为3.5万桶/每日,约占中海油总油产量约3%。
该行表示,在市场获得更加清晰的资讯,特别是有否漏油之前,事件料会对中海油股价造成影响,预期项目将需暂停一些时间,以作清理及後续调查。至於其他生产估计不会有影响,因此料对公司的经营及产量影响轻微。
瑞银维持中海油股份「买入」评级及目标价12.1元。
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