海油发展股价上涨3.76%，机构看好其新能源转型

Group 1 - The core focus of China National Offshore Oil Corporation (CNOOC) is on stable growth in its oil and gas main business while integrating the development of renewable energy as part of its "14th Five-Year Plan" [1] - CNOOC is accelerating its offshore wind power layout, with its subsidiary, CNOOC Development, participating in wind power operation and maintenance, indicating a faster pace in the transition to renewable energy [1] Group 2 - On February 11, 2026, CNOOC Development's stock price rose by 3.76% to 4.42 yuan, with a trading volume of 4.44 billion yuan, influenced by the EIA's upward revision of oil price expectations [2] - Over the past five days, the stock price has increased by 4.99%, with a price fluctuation of 7.60%, outperforming the broader market [2] - On February 10, there was a net outflow of 10.10 million yuan from institutional investors, while retail investors contributed a net inflow of 15.28 million yuan [2] Group 3 - Analysts have set a target price of 4.90 yuan for CNOOC Development, indicating a potential upside of 22.50% from the current price [3] - The forecast for 2025 predicts a year-on-year net profit growth of 13.84% and a slight revenue increase of 1.31% [3] - The company is expected to benefit from energy security strategies and low-carbon transitions, maintaining a stable business with a dividend yield exceeding 3% [3]