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港股异动 | 海隆控股(01623)盘中涨超30% 创今年新高 机构称预计未来半年原油市场基本面仍将供不应求

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海隆控股(01623)盘中涨超30%,截至发稿,涨20%,报0.33港元,成交额152万港元。公司股价创今年新高,6月低点以来大涨83%。

消息面上,海隆控股日前发布公告,公司的间接全资附属公司Hilong Petroleum Pipe Company LLC近日已与ADNOC Drilling Company PJSC签订钻柱供应合同,以为17台陆地及海洋钻机提供钻柱。合同的总合同价值约为5360万美元。这是集团自2023年6月以来获得的第二份ADNOC Drilling订单。

董事会认为,合同的签订进一步表明了战略客户对集团钻柱设计制造优势与能力的信任,以及集团致力于透过与战略客户密切合作在地区内获得更大的市占率。

据悉,ADNOC Drilling是Abu Dhabi National Oil Company的下属公司,从事提供常规及非常规油气田的上游综合服务。

中信建投指出,巴以冲突升级,类比1973年石油危机,预计未来半年原油市场的基本面仍将供不应求,WTI油价或呈现震荡上行趋势,年末目标价100美元。

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