興業證券:料全年油價回至65-70美元合理區間
興業證券發表報吿,認為未來2個月石油供不應求,全年布油油價料回至65美元至70美元合理區間。由於油氣行業估值低及具成長空間,建議“買入”中海油(0883.HK)、中海油田服務(2883.HK);推薦關注中石油(0857.HK)、安東油田服務(3337.HK)、宏華(0196.HK)、華油能源(1251.HK)。
較早前,油組與OPEC+會議增產步伐不變,日增40萬桶,推升油價。興業證券表示,外加美國頁巖油產量維持低迷,未來數月原油市場供應繼續緊張;疫情期間高原油庫存量正加快消耗,並抵銷OPEC+短期增產能力。需求方面,全球市場經濟恢復加快;歐洲發生能源危機,天然氣短缺亦推高燃油發電需求。有研究料,冬季原油需求量每日增加近100萬桶。
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