光大证券研报指出，展望2025年，低利率环境有望维持，高股息标的有望继续受到市场关注，持续看好以“三桶油”为代表的高股息资产。此外，“三桶油”积极响应“一带一路”倡议，海外业务布局逐步深化，下属油服及工程公司借助母公司平台优势，把握行业发展新机遇，有望取得海外业务发展的持续突破和盈利能力的持续提升。Petroleum stocks generally rose in early trading. As of press release, CNOOC (02883) rose 4.53% to HK$7.61; CNOOC (00883) rose 1.65% to HK$18.48; CNPC (00857) rose 1.71% to HK$5.94; and Sinopec (00386) rose 1.14% to HK$4.43.
The Zhitong Finance App learned that petroleum stocks generally rose in early trading. As of press release, CNOOC (02883) rose 4.53% to HK$7.61; CNOOC (00883) rose 1.65% to HK$18.48; CNPC (00857) rose 1.71% to HK$5.94; and Sinopec (00386) rose 1.14% to HK$4.43.
According to the news, according to media reports, Israeli intelligence shows that Iran will launch an attack on Israel through its agents in Iraq. The estimated time is before the US election. The international oil market rose again. After settlement on Thursday, WTI futures prices rose more than 3%, and Brent crude oil futures prices rose more than 2%. Standard Chartered pointed out that damage to Iran's energy infrastructure's air defense system has increased the vulnerability of oil and gas facilities to future attacks, and the market seems to have overlooked this development, or at least underestimated it.
According to the Everbright Securities Research Report, looking ahead to 2025, the low interest rate environment is expected to be maintained, high dividend stocks are expected to continue to receive market attention, and they continue to be optimistic about high-dividend assets represented by “three barrels of oil.” In addition, “Three Barrels of Oil” responds positively to the “Belt and Road” initiative, and the overseas business layout is gradually deepening. Subsidiary oil service and engineering companies use the advantages of the parent company's platform to seize new opportunities for industry development, and are expected to achieve continuous breakthroughs in overseas business development and continuous improvement in profitability.
