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中海油(00883.HK)未來五年擬對新能源投放5%至10%額外資本開支
中海油(00883.HK)首座深遠海浮式風電平台主體工程已於年初完工,談及新能源領域,首席財務官謝尉志透露未來五年會運用資本開支預算以外的約5%至10%來發展新能源,現階段主要用於獲取風場資源,未來將加大投資。 至於氫能源發展,董事長汪東進指出氫能是新能源主要發展方向之一,當中中石化(00386.HK)會較有優勢,但中海油亦在積極探索。他認為,目前氫能在經營效能上會面對一定挑戰,預料要到2030年左右才可實現規模化及商業化。 被問到回購計劃,他指會根據市場情況來決定回購時機及規模,又指回歸A股已對H股股價有推動作用。 公司維持2025年日均產油量達到每日200萬桶油當量的目標,他表示,自俄烏戰爭爆發以來能源行業面對較大挑戰,中海油作為上游公司,在現時油價高企時將繼續加大開發力度,同時做好成本管控,保持競爭優勢。他表示企業無法左右油價,但會做好所有準備來應對油價潛在的大幅波動。 母公司中海油集團近日與道達爾完成首宗人民幣結算LNG交易,謝尉志指出,中國作為能源消費大國,非常倚賴進口能源,對此樂見其成,認為以人民幣結算將便於推進更多能源貿易。
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