摩根大通发表研究报告指，中国油服及油气工程板块部分个股在过去六个月表现跑赢行业平均水平及布兰特油价升幅，主要受惠于创新高的新签订单量、稳健在手订单、交付能力良好，以及中国油企资本开支稳定及海外市场新订单前景向好。 摩通列中石化炼化工程为行业首选，预期凭借其强劲的订单增长势头，可实现稳健的收入及盈利增长，股息回报率料达到6%至7%，目标价从7.1港元上调至8.4港元，评级“增持”。该行又指，中海油服产能利用率及订单条款改善，预计2025财年盈利可按年增长20%，予其H股目标价由11港元下调至10.4港元，评级“增持”。 该行维持中石化油服及海油工程“增持”评级，认为中石化油服成本控制得宜，股东回报改善，而海油工程近期则取得卡塔尔能源公司新合同，将中石化油服H股目标价由0.92港元上调至1港元，海油工程目标价亦由6.4元上调至7.1元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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