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海南礦業(601969.SH):2025年公司力爭實現油氣權益產量1074萬桶當量

格隆匯6月13日丨海南礦業(601969.SH)在互動平臺表示,油氣業務是海南礦業着力打造的第二增長曲線,業務主體爲公司全資子公司洛克石油。洛克石油是一傢俱有超過二十年作業經驗的國際化油氣公司,以外資獨立油氣開發商的身份與中國石油、中國海油、馬國油等大型國家石油公司及獨立石油公司合作的方式開展油氣勘探、評價及開發業務,目前所有油氣項目的合作方式均爲產品分成(PSC)合同模式,目前主要油氣項目位於中國四川、中國南海北部灣、中國南海珠江口、馬來西亞及阿曼蘇丹國。 在PSC合同模式下,洛克石油將在產油氣田中擁有權益的原油及天然氣產品直接銷售至合作的石油公司,原油產品銷售價格貼合布倫特油價;天然氣產品目前主要在中國銷售,銷售價格依據政府基準價確定,較爲穩定。2024年,公司油氣權益產量爲809.49萬桶當量,淨權益產量爲612.97萬桶單量,油氣業務毛利率爲31.10%。2025年,公司力爭實現油氣權益產量1074萬桶當量,淨權益產量764萬桶當量。

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