中海油(00883.HK) 公布2025年经营策略展望，汇丰环球研究发表研报指，中海油今明两年净产量目标与该行预测相差约3%至4%，即约2,000万至3,000万桶油当量，目前预计2027年净产量将达到8.1亿至8.3亿桶油当量，较去年初指引延展一年。
汇丰研究指，新指引下中海油2025至2027年产量年均复合增长率仍有约4%至5%，是“三桶油”中最高，同时预期资本支出将基本稳定，意味着当油价在窄幅范围内波动时现金流将不断增长。
中海油承诺2025至2027年派息比率将提高至45%，汇丰研究表示，维持对中海油“买入”评级，将其目标价由21.2元轻微下调至21元，认为公司的优质资产增长较快，而且财务稳健，股息回报亦吸引，并将2024至2026年的产量及盈利预测下调1%、3%及4%，预期今明两年派息比率可达到45%及46%。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-23 12:25。)
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