特朗普正式宣誓就任美国第47任总统。《彭博》早前引述消息人士报道,特朗普计划在就职后不久宣布进入国家能源紧急状态,以推动美国增加能源。
中海油田服务(02883.HK) 董事长兼首席执行官赵顺强认为,特朗普是传统能源支持者,对油气行业属相对利好的因素,不过油气产能整体仍然供过于求。他认为,随着中东局势加剧、俄乌战争延续等因素,油气供应仍然会处于偏紧的状态,至于油气价格将维持于相对中性合理的水平,料今年油价维持于行业估计的每桶60至85美元。
赵顺强提及,行业普遍预测全球油气需求将于2028年达到高峰。他则预计,中国油气需求达峰将较其他地区来得更早,尤其由于中国新能源汽车普及程度不断加速增长,但全球油气需求后续仍将缓慢增长。
另外,赵顺强重申增加分红是管理层的长期目标,日后当公司债务水平降至一定程度,分红比例将仍有上升空间。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-21 12:25。)
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