中信建投：油价仍有望保持高位运行

今天《人民日报》头版的主要内容有：1、中共中央、国务院、中央军委印发《军队功勋荣誉表彰条例》；2、中共中央、国务院、中央军委印发《军队功勋荣誉表彰条例》；3、做农牧民信任的“好安达”（总书记和我握过手）——回访内蒙古达茂旗检察官潘志荣；4、以新型工业化、新型城镇化、农业现代化、旅游产业化为抓手——贵州高质量发展开新局；5、人到半山不停步（今日谈）；6、去年我国研发投入约2.79万亿元（新数据 新看点）基础研究经费比上年增长15.6%。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/697/w621h876/20220209/2be4-d579bd762d92dfea0b3be9b554d8efb8.png"]},"commentid":"live:finance-152-2524903:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-02-09 07:39:33","update_time":"2022-02-09 07:39:33","is_need_check":"1","check_time":"2022-02-09 07:39:37","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"内蒙古"}","old_live_cid":"0","tag":[{"id":"9","name":"焦点"},{"id":"10","name":"A股"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"compere_info":""},{"id":2524902,"zhibo_id":152,"type":0,"rich_text":"【中信建投：油价仍有望保持高位运行】中信建投研报认为，油气行业是资本密集型行业，产量增长依赖于资本的投入。2020年受疫情影响全球油气上游资本开支仅为3297亿美元，同比大跌34%，2021年原油价格持续回暖，但全球油气资本开支仍然偏紧，同比仅小幅上涨10%至3623亿美元，相较于2019年下降27%，远低于十年来平均水平。油气行业资本开支持续低位，无疑对原油产量造成威胁，叠加OPEC+增产缓慢，全球原油供应缺乏弹性，在原油需求逐步复苏的背景下，油价仍有望保持高位运行。