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研報掘金丨華泰證券:中國石油進軍南美油氣資源,維持“增持”評級

華泰證券研報指出,中國石油(601857.SH)Q3淨利超出我們的前瞻預期(405億元),系天然氣板塊降本增量,考慮公司海外資源獲取能力持續增強,維持“增持”評級。公司持續提升國內市場佔有率,根據效益統籌開拓海外高端市場,前三季度分部經營利潤同比降43.8億元至129.0億元。前三季度國內天然氣需求較快增長,公司持續優化進口氣資源池結構,降本增量帶動板塊經營利潤同比增57.9億元至252.7億元。此外,公司中標蘇里南油氣區塊,進軍南美優質海洋油氣資源。

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