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| 2020-12-08 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据今日油价12月7日报道，能源行业是受新冠肺炎疫情影响最严重的行业之一。毫不夸张地说，需求的破坏导致数十家石油和天然气钻探公司破产，石油和天然气的价格暴跌，但大多数在背负银行巨额贷款的环境中幸存，其中一些公司从危机最严重的时期走出来后变得更加强大。过去几周，有关辉瑞、阿斯利康和Moderna开发的三种疫苗的利好消息促使股市强劲反弹。尽管专家警告称，由于疫苗的有效性和安全性尚未得到确切证明，大规模接种疫苗还远未成定论，但交易员们欢欣鼓舞，能源股飙升。 虽然能源类股票的表现仍低于其他版块,但与几个月前相比已经有了很大的改善，在电动汽车、太阳能和风能行业试图干扰之际，该板块的一些公司提供了一个有吸引力的投资机会。 据投资公司Altfest个人财富管理公司称，这些公司包括英国石油公司、埃克森公司和雪佛龙公司。据该公司首席执行官Lewis Altfest表示，尽管今年早些时候股息削减了50%，但英国石油公司的低成本生产和强劲的资产负债表仍具有吸引力。而对于埃克森美孚来说，尽管发生了危机，但没有改变股息规模，而且由于该公司是一家综合性石油生产商，炼油和化工业务将从低廉的油价中受益。此外，雪佛龙的优势在于，除了坚实的资产基础外，公司的债务相对较低。 还有其他一些在疫情中表现相对较好的公司，EQT公司就是这样一个例子，这家纯天然气生产商因没有石油业务而受益。尽管天然气价格出现了与石油价格类似的暴跌，但它的股价在过去12个月里飙升了约70%。 据Motley Fool的Matthew DiLallo表示，康菲石油公司是另一个表现强劲的公司。DiLallo指出，这家超大型石油公司得益于其地区和业务多元化，包括石油、天然气和液化天然气的生产，以及常规和非常规开采。此前，康菲石油公司宣布已同意收购Concho资源公司，这是今年能源领域为数不多的几笔大交易之一，合并带来的好处可能会使该公司股票更具吸引力。 今年的大部分时间里，能源行业对投资者来说都是一个令人沮丧的行业，除了偶尔宣布大规模减排，可能会把一些大型石油巨头变成大型公用事业公司。这些声明并没有得到一致的回应，一些更有绿色环保意识的新投资者对减排努力表示欢迎，也有人对此表示不快。然而，几周内可能大规模接种疫苗的消息意味着，受疫情破坏的石油需求可能会在相对较短的时间内开始回升。但与此同时市场也发出了警告：大规模接种疫苗将需要数月时间，生活要想恢复正常还需要更长的时间。 展望未来，能源各板块可能会有更多积极消息，这意味着能源股可能刚刚开始意识到其上涨潜力，进而意味着，现在可能是买入表现强劲的股票的时候了，否则它们就会进一步攀升。当然，风险仍然存在。即使是一份有关解决新冠肺炎疫情相关疫苗问题的报告，也可能对超级动荡的能源市场造成另一场灾难。 王佳晶 摘译自 今日油价 原文如下： Top Oil Stocks For Investors This December Energy was one of the hardest-hit industries by the coronavirus pandemic. It was, without exaggeration, pummeled into the ground, with demand destruction causing dozens of bankruptcies among oil and gas drillers. But most survived, and some of them have emerged from the worst of the crisis stronger. Over the past couple of weeks, stock markets have rebounded strongly on potentially positive news about three vaccine candidates, developed by Pfizer, AstraZeneca, and Moderna. Although experts have warned that mass vaccinations are far from a done deal as the vaccines’ efficacy and safety has yet to be proven conclusively, traders rejoiced, and energy stocks soared. Although the energy segment of the stock market is still underperforming other segments that have actually benefited from the pandemic, it has improved vastly from months ago, and some companies in this segment offer an attractive investment opportunity even as EV, solar, and wind seek to disrupt the industry. According to one investment firm, Altfest Personal Wealth Management, these companies include BP, Exxon, and Chevron. According to the firm’s chief executive, Lewis Altfest, who spoke to MarketWatch, BP is attractive with its low-cost production and strong balance sheet, despite a 50-percent cut in dividends earlier this year. For Exxon, Altfest noted that it had not changed its dividend size despite the crisis, and because the company was an integrated oil producer, it would benefit from the low price of oil for its refining and chemicals operations. The advantage of Chevron, according to him, was that in addition to its solid asset base, the company also had relatively low debt. But there are also others that have performed relatively—in some cases surprisingly—well in the pandemic. EQT Corp. is one such case. The pure-play natural gas producer benefited from its lack of exposure to oil. Despite a price slump in gas similar to the price slump in oil, it recorded a share price jump of some 70 percent over the past 12 months. ConocoPhillips is another strong performer, according to the Motley Fool’s Matthew DiLallo. DiLallo noted the supermajor’s geographical and operational diversification, including oil, gas, and LNG production, and both conventional and non-conventional extraction. Conoco made headlines this year when it announced it had agreed to acquire Concho Resources in one of the few big deals in the energy space this year. The benefits to be reaped from the combination could make the company even more attractive. For most of this year, the energy industry has been a depressing place for investors except for the occasional announcement of a massive emission reduction effort that could turn some Big Oil majors into Big Utility. These announcements did not receive a homogenous response: some newer, more ESG conscious investors welcomed emissions-cutting efforts. Others with a more traditional bend were unpleasantly surprised. Yet the news of a possible mass vaccination coming to nations near you in weeks also meant that oil demand destroyed by the pandemic could begin to return relatively soon. Warnings abound: mass vaccinations will take months, and it will be a while longer before things start to return to normal, and people return to driving and flying more. Even so, the energy sector was due a reprieve, and the vaccine news provided it. Going forward, more positive news is likely in the pandemic department, meaning energy stocks may have just started to realize their upward potential. This, in turn, means now might be the time to buy the strong performers before they climb further up. Of course, the risks are still there. Even a single report about problems with any of the vaccines hailed as solutions to our coronavirus problem could wreak yet another havoc on the super volatile energy markets. |
