Group 1 - CNOOC Services Co., Ltd. experienced a stock price increase of 5.01%, reaching 14.68 CNY per share, with a trading volume of 546 million CNY and a turnover rate of 1.27%, resulting in a total market capitalization of 70.047 billion CNY [1] - The company, established on December 25, 2001, and listed on September 28, 2007, operates in the oil and gas exploration, development, and production sectors, with its main business segments including drilling services, oilfield technical services, shipping services, and geophysical exploration services [1] - The revenue composition of the company is primarily from service provision at 96.10%, followed by operating leasing at 2.57%, and merchandise sales at 1.33% [1] Group 2 - The Huatai-PineBridge China Enterprise Belt and Road ETF (515990) holds a significant position in CNOOC Services, having reduced its holdings by 25,000 shares in the third quarter, now holding 123,900 shares, which accounts for 1.91% of the fund's net value, ranking as the ninth largest holding [2] - The ETF, established on November 6, 2019, has a latest scale of 87.3567 million CNY, with a year-to-date return of 13.03%, ranking 3469 out of 4216 in its category, and a one-year return of 12.54%, ranking 3219 out of 3885 [2] Group 3 - The fund managers of the Huatai-PineBridge China Enterprise Belt and Road ETF are Dong Jin and Sun Hao, with Dong Jin having a tenure of 5 years and 333 days, managing assets totaling 23.584 billion CNY, achieving a best return of 51.5% and a worst return of -41.96% during his tenure [3] - Sun Hao has been managing the fund for 2 years and 64 days, with total assets of 24.248 billion CNY, achieving a best return of 149.9% and a worst return of 0.63% during his tenure [3]

Group 1 - CNOOC Services Co., Ltd. experienced a stock price increase of 5.01%, reaching 14.68 CNY per share, with a trading volume of 546 million CNY and a turnover rate of 1.27%, resulting in a total market capitalization of 70.047 billion CNY [1] - The company, established on December 25, 2001, and listed on September 28, 2007, operates in the oil and gas exploration, development, and production sectors, focusing on four main service areas: drilling services, oilfield technical services, marine services, and geophysical exploration services [1] - The revenue composition of CNOOC Services indicates that 96.10% comes from service provision, 2.57% from operating leases, and 1.33% from product sales [1] Group 2 - Among the top ten circulating shareholders of CNOOC Services, Huatai-PB Fund's ETF reduced its holdings by 485,000 shares, now holding 10.1394 million shares, which represents 0.21% of the circulating shares, with an estimated floating profit of approximately 7.0976 million CNY [2] - The Huatai-PB CSI 300 ETF, established on May 4, 2012, has a current scale of 425.581 billion CNY, with a year-to-date return of 23.56%, ranking 2625 out of 4216 in its category, and a one-year return of 24.03%, ranking 2257 out of 3885 [2]

Core Viewpoint - Bank of America Securities reports that CNOOC Services (02883) achieved a net profit of 3.21 billion RMB in the first three quarters, representing a year-on-year increase of 31% [1] Financial Performance - The net profit for the third quarter was 1.246 billion RMB, showing a year-on-year increase of 46% and a quarter-on-quarter increase of 16%, outperforming expectations [1] - Third-quarter revenue reached 11.5 billion RMB, reflecting a year-on-year increase of 4% but a quarter-on-quarter decrease of 8%, aligning with expectations [1] - The slowdown in revenue growth is attributed to a deceleration in the expansion of oil well services [1] Service Contribution - The contribution from drilling services has rapidly increased, primarily benefiting from high day rates from North Sea contracts and improved utilization rates of drilling platforms [1] Target Price Adjustment - Bank of America Securities raised the target price for CNOOC Services (601808) from 8 HKD to 8.2 HKD, maintaining a neutral rating [1]

Core Viewpoint - Bank of America Securities reports that CNOOC Services (02883) achieved a net profit of 3.21 billion RMB in the first three quarters, representing a year-on-year increase of 31% [1] Financial Performance - The net profit for the third quarter was 1.246 billion RMB, showing a year-on-year increase of 46% and a quarter-on-quarter increase of 16%, outperforming expectations [1] - Revenue for the third quarter was 11.5 billion RMB, reflecting a year-on-year increase of 4% but a quarter-on-quarter decrease of 8%, aligning with expectations [1] Service Contributions - The slowdown in revenue growth is attributed to a deceleration in the expansion of oil well services [1] - The contribution from drilling services has rapidly increased, primarily benefiting from high day rates from North Sea contracts and improved utilization rates of drilling platforms [1] Analyst Rating - Bank of America Securities raised the target price for CNOOC Services from 8 HKD to 8.2 HKD, maintaining a neutral rating [1]

Core Viewpoint - Bank of America reports that CNOOC's net profit for the first three quarters is 3.21 billion yuan, a year-on-year increase of 31% [1] Financial Performance - The net profit for the third quarter is 1.246 billion yuan, representing a year-on-year increase of 46% and a quarter-on-quarter increase of 16%, outperforming expectations [1] - Revenue for the third quarter is 11.5 billion yuan, showing a year-on-year increase of 4% but a quarter-on-quarter decrease of 8%, in line with expectations [1] - The slowdown in revenue growth is primarily due to a deceleration in the expansion of oil well services [1] Service Contribution - The contribution from drilling services has rapidly increased, mainly benefiting from high day rates from North Sea contracts and improved utilization rates of drilling platforms [1] Target Price Adjustment - Bank of America raises the target price for CNOOC from 8 HKD to 8.2 HKD, maintaining a "neutral" rating [1]

Core Viewpoint - CNOOC Services (601808)(02883) experienced a stock price increase of over 6% following the release of its third-quarter earnings report, indicating positive market sentiment towards the company's performance [1] Financial Performance - The company reported a revenue of 11.533 billion yuan for the third quarter, representing a year-on-year growth of 3.6% [1] - The net profit attributable to shareholders was 1.246 billion yuan, showing a significant year-on-year increase of 46.1% [1] Market Expectations - According to CICC, the third-quarter performance for 2025 exceeded market expectations, with an increase in drilling operation days compared to the previous year [1] - The gross profit margin for the company improved by 2 percentage points year-on-year to 13%, attributed mainly to high day-rate projects in the North Sea [1] Future Outlook - There are expectations for continued high-value orders in deepwater projects in Norway, and gradual profit contributions from deepwater operations in Brazil, indicating a potential recovery in global drilling activity [1] - Oil service operations showed a slight decline year-on-year, suggesting mixed performance in this segment [1]

Core Viewpoint - CNOOC Services (02883) experienced a stock price increase of over 6% following the release of its third-quarter earnings report, indicating positive market sentiment towards the company's performance [1] Financial Performance - The company reported a revenue of 11.533 billion yuan for the third quarter, representing a year-on-year growth of 3.6% [1] - Net profit attributable to shareholders reached 1.246 billion yuan, showing a significant year-on-year increase of 46.1% [1] Market Expectations - According to CICC, the third-quarter performance for 2025 exceeded market expectations, with an increase in drilling operation days compared to the previous year [1] Profitability Metrics - The company's gross profit margin improved by 2 percentage points year-on-year to 13%, primarily driven by high daily rates from projects in the North Sea [1] - High-value orders from deepwater projects in Norway are expected to continue, while deepwater operations in Brazil are anticipated to gradually contribute to profits [1] Industry Outlook - There is a general recovery in global drilling activity, although oil service revenues showed a slight decline year-on-year [1]

Core Insights - The company reported a revenue of 34.85 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 3.5% [1] - The net profit for the same period reached 3.39 billion yuan, showing a significant year-on-year growth of 28.6% [1] - The energy service market is facing increased uncertainty and volatility, with downward pressure on oil prices [1] Financial Performance - Revenue for the first three quarters: 34.85 billion yuan, up 3.5% year-on-year [1] - Net profit: 3.39 billion yuan, up 28.6% year-on-year [1] Business Segments - The drilling segment improved operational efficiency, leading to a significant increase in revenue and a higher platform rental rate [1] - The technology segment focused on integrating the industrial and innovation chains, resulting in increased operational volume in major business lines [1] - The shipping segment maintained its leading market share domestically, with an increase in cumulative operating days [1] - The geophysical segment concentrated on high-return businesses, optimizing capacity layout, and achieving growth in both revenue and profit [1] Strategic Focus - The company aims to enhance core functions and competitiveness by centering on customer needs and value creation [2] - There is a commitment to comprehensive industrial upgrades and strengthening international operational efficiency [2] - The company is focused on improving governance capabilities and levels to drive production and operations to new heights [2]

Core Viewpoint - CNOOC Services reported a revenue of 11.533 billion yuan for Q3 2025, marking a year-on-year increase of 3.60%, with a net profit attributable to shareholders of 1.246 billion yuan, up 46.10% [2] Financial Performance - For the first three quarters, the company achieved a total revenue of 34.854 billion yuan, reflecting a year-on-year growth of 3.50% [2] - The net profit attributable to shareholders for the same period was 3.209 billion yuan, representing a year-on-year increase of 31.30% [2] - Basic earnings per share for Q3 were 0.26 yuan, while for the first three quarters, it was 0.67 yuan [2]

证券代码：601808 证券简称：中海油服 公告编号：临2025-028 中海油田服务股份有限公司 2026-2028 年日常关联交易公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 框架协议是按一般商业条款和公平合理的条款签署的，相关交易涉及的价格/费用 需由协议双方同意及确认，并根据当时市场价格和情况以及公平交易原则进行磋 商及决定，本公司认为，框架协议及其项下所述之日常关联交易符合本公司及全 体股东的利益；与此同时，本公司具备完整的业务系统及面向市场自主经营的能 力，前述框架协议及其项下所述之日常关联交易不影响本公司的独立性。 一、 释义 除文义另有所指外，下列词汇具有以下含义： | "本公司" | | 中海油田服务股份有限公司，一间于中华人民共 | | --- | --- | --- | | 或"公司" | 指 | 和国注册成立的股份有限公司，其 A 股于上海证 | | | | 券交易所上市，而其 H 股于香港联交所主板上市； | | | | 英文[bbl]为桶的缩语，1 桶约为 158.988 升 ...