中海油(00883.HK)料渤海油田達成4,000萬噸年度產能目標無問題
中國渤海油田建成至今60年,累計產出原油超過6億噸。中海油(00883.HK)將今年渤海油田油氣上產目標定爲4,000萬噸,集團相關負責人指,過去六年在渤海油田發現6個億級油田,根據去年生產情況及今年新項目投產進展判斷,相信達成今年度目標並無問題,而未來增產計劃則要視乎日後的斟探發現。
今年中海油儲量替代率目標爲不低於130%,他指出,過去五年集團儲量替代率都達到160%以上,形容今年目標僅屬「底線」。
集團負責人引述市場分析指,全球原油需求增速或於2030年左右見頂,達到每日約1.05億桶,並在未來一段較長時間處於平臺期,衆多機構則預測天然氣需求可能在2035至2040年達到4.8萬億立方米的高位,受政治、經濟、能源轉型、氣候變化等因素影響,油價及天然氣價格波動將成常態化。而中海油會更專注於應對不確定性因素,通過降本增效及能源轉型等,持續爲利潤提供支持。
中海油2022年迴歸A股市場,集團相關負責人指當時是響應國內大趨勢,又指出現時A股市場相對較活躍,中海油的A股股價對比港股有一定溢價,但目前暫時還沒有增發A股的計劃,股份架構仍會維持在94%港股對6%A股的穩定水平。
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