《大行报告》大摩:中海油(00883.HK)首季产量符预期 海外产量有上升潜力
摩根士丹利发表研究报告,指中海油(00883.HK)首季产量按年增4.7%,符预期,主要由中国与中东地区带动;非洲、欧洲、北美的产量仍低於疫情前水平,主因疫情带来的生产限制。该行称,其海外产量有上升潜力;倘疫苗接种率持续上升,则未来该等地区产量有望大幅复苏。一旦发生该行料中海油将上调今年余下季度生产指引。
该行指,公司资本开支则维持在预算内,但预期余下季度将有更多资本开支配置,中海油维持全年资本开支预算。该行维持予中海油「增持」评级,目标价12.22元。
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