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中油工程(600339):受益于上游资本开支提升,公司接连签署中东大额合同
Guoxin Securities· 2025-09-27 11:32
证券研究报告 | 2025年09月27日 中油工程(600339.SH) 受益于上游资本开支提升,公司接连签署中东大额合同 | 公司研究·公司快评 | | | 石油石化·油服工程 | | 投资评级:优于大市(维持) | | --- | --- | --- | --- | --- | --- | | 证券分析师: | 杨林 | 010-88005379 | yanglin6@guosen.com.cn | | 执证编码:S0980520120002 | | 证券分析师: | 董丙旭 | 0755-81982570 | dongbingxu@guosen.com.cn | | 执证编码:S0980524090002 | 事项: 公司公告:1)近日,公司全资子公司中国石油管道局工程有限公司与伊拉克巴士拉石油公司就伊拉克巴 士拉省海水输送管道总包项目签署 EPC 承包合同,合同金额 25.24 亿美元(约 180.32 亿元人民币); 2)近日,公司全资子公司中国石油管道局工程有限公司与 ADNOC Gas 就巴伯油田和布哈萨油田天然气管 线总包项目签署 EPC 承包合同,合同金额 5.13 亿美元(约 ...
通源石油拟设立利比亚分公司 积极开发增量市场打开国际化新格局
Zheng Quan Shi Bao Wang· 2025-08-04 00:41
Core Viewpoint - The company, Tongyuan Petroleum, is expanding its overseas market presence by establishing a subsidiary in Libya to enhance its competitiveness and business scale [1] Group 1: Market Opportunity - Libya has significant oil and gas resources, with proven oil reserves exceeding 48 billion barrels, ranking first in Africa and tenth globally [2] - The country is strategically located for oil and gas exports to Europe, making it a key player in European energy security [2] - Libya's oil production and export have been gradually recovering since August 2024, with the National Oil Corporation planning to increase crude oil production from 1.4 million barrels per day to 2 million barrels per day by 2028 [2] Group 2: Company Strategy - Tongyuan Petroleum's subsidiary, Yilong Hengye, has secured multiple high-quality oil service projects in Libya, including the 70DB drilling rig project and other operations [3] - The company aims to leverage its differentiated competitive advantages, such as advanced perforation technology, to enhance its market position [4] - Establishing a subsidiary in Libya will allow the company to deepen its integration into the local market and improve its competitive edge [5] Group 3: Financial Context - As of July 29, Brent crude oil prices increased by 7.25% and WTI prices by 6.30%, indicating a favorable market environment for oil service companies [4] - The oil service industry is experiencing high demand due to increased capital expenditure in the upstream oil and gas sector [4] Group 4: Global Market Expansion - The company has a comprehensive domestic market presence across major unconventional oil and gas development areas in China [5] - Internationally, the company is expanding its footprint in North America and regions like Algeria, Kazakhstan, and Libya, enhancing its global market layout [5]
Chevron Eyes Return to Indonesia With Focus on Large Gas Reserves
ZACKS· 2025-05-21 11:25
Core Viewpoint - Chevron Corporation is looking to re-enter the Indonesian oil and gas sector, targeting blocks with significant gas reserves, marking a strategic shift after exiting the region in 2023 [1][4]. Group 1: Chevron's Strategic Moves - Chevron is focusing on exploration blocks in Indonesia with estimated gas reserves of approximately 15 trillion cubic feet (Tcf), indicating its ambitions in Southeast Asia [1][2]. - The company previously divested from the Indonesia Deepwater Development (IDD) project, which had nearly 3 Tcf of recoverable resources, due to development challenges [4]. - The renewed interest in Indonesia's upstream sector suggests Chevron is seeking larger reserves and potentially more favorable project conditions [5]. Group 2: Industry Context - Chevron has faced challenges in international operations, particularly in Venezuela and Kazakhstan, due to geopolitical complexities and OPEC+ dynamics, making its interest in Indonesia's assets crucial for a positive trajectory [3]. - Indonesia is expected to offer new exploration blocks in various regions, including Bali, which highlights the untapped energy potential in the country [2].