民生证券给予中国海油推荐评级，2025年一季报点评：油气产量稳步增长，成本优势持续深化

每日经济新闻2025-04-30

民生证券04月30日发布研报称，给予中国海油（600938.SH，最新价：25.02元）推荐评级。评级理由主要包括：1）石油量增价减，天然气量价齐升；2）新项目稳步推进，助力产量接续增长；3）成本管控良好，桶油成本进一步下降；4）实控人拟增持总市值的0.26%~0.52%。风险提示：油气勘探建设不及预期，国际局势变动对原油价格造成冲击，宏观经济增长不及预期，能源政策变动风险。AI点评：中国海油近...

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