《大行報告》大摩料油服股受惠內地加大投資油氣產能 上調中石化油服(01033.HK)目標價至0.92元
摩根士丹利發表報告指,今年環球能源持續短缺不僅推高能源價格,同時令能源供應及上游投資的關注度增加。而中國自2019年起聚焦於推動國內油氣生產以保障能源安全的七年行動計劃,雖然計劃去年受到疫情影響,但預期內地未來數年用於勘探及開採的資本開支水平會較上一周期有所復甦。
該行認為,近期環球能源短缺及價格上升,令中國政府對能源安全的憂慮進一步增加,相信政府會採取更為平衡的方法實現長期能源轉型目標,因此對中資油田服務行業上升周期的看法更為堅定,預期政府更加致力於提升國內油氣生產,將令油田服務股受惠。
大摩上調中石化油服(01033.HK)股份目標價,由0.88元升至0.92元,評級「與大市同步」。而中海油服(02883.HK)繼續為行業首選之一,股份目標價由9.47元升至10.35元,評級「增持」。
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