通源石油(300164.SZ):最終油公司能否增加資本開支存在不確定性、對公司未來業績的影響也存在不確定性
格隆匯3月3日丨通源石油(300164.SZ)發佈股價異動公吿,自2022年2月21日開始,受俄烏戰爭等因素影響,國際原油價格連續突破100美元/桶、110美元/桶大關,漲幅超過27%,國際原油價格處於近年來歷史高位。高油價會刺激油公司更有動力加大油氣勘探開發的資本開支,從而使得油服公司的工作量增加,對油服公司的業務發展帶來積極影響。但是,從高油價到油公司增加資本開支再到油服公司訂單增加、工作量增加最後體現在油服公司業績上,需要一段時間的傳導過程,最終油公司能否增加資本開支存在不確定性,對公司未來業績的影響也存在不確定性,敬請廣大投資者注意投資風險。
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