华泰证券:建议关注具备增产降本能力、天然气业务增量的高分红能源龙头
Xin Lang Cai Jing·2025-11-24 00:18

Core Viewpoint - The demand from oil-producing countries remains focused on "value over volume," with OPEC+ likely to sacrifice prices in the short term to gain market share, which may lead to a new round of collaboration [1] Group 1: Market Dynamics - The pressure for rebalancing in the oil market is expected to drive new collaborative efforts among OPEC+ members [1] - The Brent crude oil price is anticipated to be supported around the $60 per barrel mark before the release of supply increments from South America and the acceleration of global energy transition [1] Group 2: Investment Opportunities - High-dividend energy leaders with the capability to increase production and reduce costs, along with growth in natural gas business, may present attractive investment opportunities [1]