中海油(00883.HK)料下半年油價仍相對處高位 視乎市況適時進行H股回購
中海油(00883.HK)董事長汪東進在中期業績投資者電話會議上表示,《彭博》綜合市場對今年全年的布蘭特油價預測為每桶105美元,雖然近期價格有所回落,但由於俄烏衝突造成油氣供給緊張,預期油價在下半年仍相對會處於高位。
他指,油價就如潮汐,有大漲便必定會有大跌,認為長期而言國際油價處於每桶60至80美元,對油氣供應商及市場消費者都是比較合適的水平。而公司的成本水平無論與國內同業及國際大型油氣公司相比都具有競爭力,有能力應對油價變動的影響。
公司早前提出H股股份回購,汪東進透露董事會已就回購計劃授權管理層,會視乎市場情況適時進行回購。
另外,對於會否鎖定原油期貨收入,首席財務官謝尉志稱是不必要及不需要,因公司是低成本的油氣生產商,頁岩油等高成本產品或者才需要進行部分鎖定。他又提到,公司的天然氣生產主要供應下游工業用戶等,有固定及長期合同,由於長協有定價規則,雖然會根據油價上升,但由於俄烏衝突令液化天然氣(LNG)價格急升,公司受限長協,價格升幅沒有市場般大。
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