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《大行報告》中金料中海油(00883.HK)上半年業績可成催化劑 全年盈利有望大增
阿思達克 07-22 10:42
中金近日發表報告表示,中海油集團公佈今年第二季創下歷史較高的生產經營效益,其中該行預計絕大部份貢獻仍來自於中海油(00883.HK),該行料公司彙報今年上半年純利340億人民幣,較去年同期103.8億人民幣按年大幅增長,主要得益於更高原油價格,指中期業績有望成正面催化。

該行料中海油今年第二季產量按年增長4%,雖暫時性受到蓬萊事故等影響,但仍然對2021財年全年產量指引增速基本同步,料今年上半年資本支出爲400億人民幣,不及2021財年指引的一半。

在當前的布蘭特原油現貨價格下,中金料中海油2021財年全年利潤有望按年大增81%,同時,該行料今年油氣產量將超過每天150萬桶,五年的複合增長率可能超過3%,顯出公司較好的長期增長屬性。而中金指,維持對中海油「跑贏行業」評級及目標價11.5元。

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