中海油服AH拉升 受益于中海油资本开支超预期
格隆汇2月5日丨中海油系股票走强,中海油服(601808.SH)涨逾6%,中海油田服务(2883.HK)涨近8%,中海油涨2.37%。中海油公布2021年经营策略和发展计划。2021年,公司将进一步夯实储量资源基础,净产量目标为545百万桶~555百万桶油当量,其中中国约占68%、海外约占32%;计划钻探217口勘探井,计划采集三维地震数据约1.7万平方公里;预计将有19个新项目投产。2021年,公司的资本支出预算总额为人民币900亿元~1000亿元。中金表示这一金额超预期,中海油服料受益。中金上调中海油服A股目标价25%至20元、上调H股目标价37%至13港元,维持中海油服A、H股跑赢行业评级。花旗则维持中海油买进评级,公司有望保持低成本优势,因其在中国近海的平均成本更低。

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