中海油(00883.HK)料今年國際油價80美元水平上落
中國海洋石油(00883.HK)獨立非執行董事林伯強預期,國際油價現階段會於每桶80美元的支點上落。他認為包括俄烏衝突、歐美對俄羅斯的制裁行動,均令整個石油供應鏈成本上漲,而且目前市場的發展亦有利於油價表現。
他續提到,雖然以往有部分銀行表明不再支持油氣方面的投資,令新冠疫情期間油氣投資相應減少。不過疫情後的石油需求復甦良好,導致油氣供應出現壓力。另外,各國對能源危機的意識提高,令行業對化石能源有重新評估,同時亦令部分國家及機構對減排目標進行調整。以上因素均有利於油氣需求及油價表現。
林伯強指以上基本面於2024年間均沒太大改變,因而預計今年油價會維持以每桶80美元作支點。並指如果公司產量持續增加,中海油於今年仍可保持良好業績。
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