华泰证券:关注具备增产降本能力、天然气业务增量的高分红能源寡头
Zheng Quan Shi Bao Wang·2025-12-27 03:06

Core Viewpoint - Long-term oil price support is expected to stabilize around $60 per barrel, driven by the marginal costs of major oil-producing countries and a preference for quality over quantity in production [1] Group 1 - The energy sector is likely to present investment opportunities, particularly for leading companies that have the capability to increase production and reduce costs [1] - Companies with growth potential in natural gas business segments are highlighted as having favorable positioning in the current market environment [1]