研報掘金丨國聯證券:中曼石油Q3業績再創新高,核心勘探業務快速推進,維持“買入”評級
格隆匯7月14日丨國聯證券13日研報指出,中曼石油(603619.SH)2023年上半年公司業績大增,主要是勘探業務加速成長與油服工程業務景氣向上共振的結果。單季度看,23年Q2公司實現歸母淨利潤2.18-2.38億元,同比增長56%-70%,環比增長3%-12%,單季度業績再創歷史新高。勘探業務上,公司圍繞積極發揮一體化優勢,加快温宿區塊勘探評價,開展油田穩產增產工作,做好地質研究、探井部署、儲量研究及新井投產等工作;公司温宿項目2023年上半年實現原油產量27.51萬噸,比去年同期增加7.72萬噸,同比增長39.01%,原油銷售收入持續增長。油服工程業務,受益國際油氣勘探資本開支提升景氣持續上行,公司海外鑽機開工率同比大幅提升,工程板塊收入同比大幅增長,同時公司優化管理,嚴控成本費用,降本增效取得明顯效果。鑑於公司核心勘探業務快速推進,成長空間大,該行維持公司目標價28.48元,維持“買入”評級。
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