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《大行報告》大和:中海油(00883.HK)母企遭美列黑名單料影響負面 估中石油/中石化被列機會較低
阿思達克 12-04 14:18
大和發表報告指,美國國防部公布將四家中國企業列入黑名單,認定有關企業受中國解放軍控制,其中包括中海油(00883.HK)母公司中國海洋石油集團。名單或會限制中海油向美國投資者融資,及美國公司向中海油集團提供服務或技術支援。該行預期此官方確認將對中海油股價產生負面影響。

該行表示,在早前的報告提到尚未看到黑名單影響中海油經營的跡象,亦質疑政策的持續性,預期未來拜登政府上場後有機場撤銷有關標籤。雖然近期會有波動,大和仍重申中海油股份「跑贏大市」評級,相信公司會受惠於油價正常化。

大和又稱,美國官方並無提供列入黑名單的原因,但有可能是因中海油在具爭議的南海區域有業務,若是如此,相信中石油(00857.HK)及中石化(00386.HK)被列入名單機會較低。

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