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中海油(00883.HK)料油價續處每桶80美元以上 歐洲能源供給最困難時期已過
阿思達克 01-11 18:37
中海油(00883.HK)首席財務官謝尉志在今年戰略展望記者會上表示,俄烏戰爭持續導致能源危機,推高天然氣價格,另一方面內地能源需求已恢復,令供給格局改變,油組(OPEC)亦加強供給調控,預期種種因素會令油價保持在較高水平,料未來將繼續處每桶80美元以上。 他指,歐洲今年冬天並沒有如預期般出現能源危機,估計歐洲最困難時期已過,但能源供給能夠回到以往的機會也不大。至於內地的原油供需,中海油首席執行官周心懷提到多家機構估計去年內地需求已回復至疫情前水平,今年甚至有增長態勢,不過由於近五年行業於全球上游的投資不足,釋放產能滯後,經濟表現及疫情反覆對供需亦有一定影響,因此預期今年內地石油供需將處緊平衡偏緊狀態。 另外,對於有報道指中海油考慮出售美國資產,謝尉志稱市場有關公司資產的各種傳聞已久,公司對資產布局的態度不變,即以布局全球進行勘探開採,不會刻意退出特定區域,但公司有一直尋求優化油氣組合,期望更匹配自身技術及經營情況等。 公司早前向母企收購風電資產,他說公司的發展目標不變,即做好傳統油氣業務的同時,探索新能源業務的發展。公司以於2025年產量複合增長率達6%的目標安排資本開支,期望屆時日產可達200萬桶。而公司新能源業務以海上風電為主,每年會投放5%至10%的資本開支探索海上風電業務,但風電項目不會成為主業,公司也沒有計劃收購其他新能源業務。
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