於本公告日期，本公司執行董事為趙順強先生（董事長）、盧濤先生 及肖佳先生；本公司非執行董事為范白濤先生及劉秋東先生；本公司 獨立非執行董事為趙麗娟女士、郭琳廣先生及姚昕先生。 证券代码：601808 证券简称：中海油服 公告编号：临2025-024 中海油田服務股份有限公司 CHINA OILFIELD SERVICES LIMITED (於中華人民共和國註冊成立之股份有限公司) （股票代號：2883） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條 規定而作出。 2025年9月4日 特此公告。 中海油田服务股份有限公司 中海油田服务股份有限公司 关于参加 2025 年天津辖区上市公司投资者 网上集体接待日活动的公告 特别提示 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。 为进一步加强与投资者的互动交流，中海油田服务股份有限公司（以下简称"公 司"）将参加由天津证监局指导、天津上市公司协会及深圳市全景网络有限公司联合 举办的"2025 年天津辖区上市公司投资者网上集体接待日活动"，现将有关事 ...

Core Viewpoint - Hong Kong oil stocks collectively declined, with significant drops observed in major companies ahead of the upcoming OPEC+ meeting, where an increase in production targets is anticipated [1] Group 1: Stock Performance - CNOOC Services (02883) fell by 3.27% to 6.800 - Yanchang Petroleum (00346) decreased by 2.33% to 0.420 - Sinopec (00386) dropped by 2.22% to 4.100 - PetroChina (00857) declined by 1.55% to 7.620 - Shanghai Petrochemical (00338) fell by 1.53% to 1.290 - CNOOC (00883) decreased by 1.36% to 19.600 [1] Group 2: Market Context - Investors and traders are focusing on the OPEC+ meeting this weekend, with expectations of a potential increase in production targets [1] - Oil prices declined on Thursday, continuing a previous drop of over 2% [1] - Analysts suggest that OPEC+ is seeking to regain market share, which may lead to a production increase in October [1]

Core Viewpoint - The oil service industry is experiencing steady growth due to high international oil prices and increasing demand for oil and gas exploration and production services [1][2][7]. Group 1: Industry Performance - The overall performance of oil service companies in A-shares has been robust, with companies like CNOOC Services, Baker Hughes, and Jereh achieving strong results in their mid-year reports for 2025 [1][2]. - CNOOC Services reported a revenue of 23.32 billion yuan, a year-on-year increase of 3.5%, and a net profit of 1.963 billion yuan, up 23.3% [2]. - Baker Hughes achieved a net profit of 13.82 million yuan, reflecting a year-on-year growth of 33.35% [2]. - Jereh's revenue reached 6.9 billion yuan, a 39.21% increase, with a net profit of 1.241 billion yuan, up 14.04% [3]. Group 2: Order Growth and International Expansion - Oil service companies are securing significant overseas contracts, indicating a growing demand for oilfield services [4][5]. - CNOOC Engineering won a bid from Qatar Energy worth approximately 4 billion USD, which is expected to positively impact its performance [4]. - China National Petroleum Corporation's subsidiary received a contract for a seawater pipeline project in Iraq valued at 2.524 billion USD (approximately 18.032 billion yuan) [4]. - Jereh received a contract from Algeria's national oil company worth about 8.5 billion USD (approximately 61.26 billion yuan) [5]. Group 3: Future Outlook - The oil service industry's positive outlook is supported by expected increases in upstream capital expenditures, projected to reach over 582.4 billion USD in 2025, a 5% year-on-year growth [7]. - The stability of international oil prices is crucial for maintaining investment in oil and gas exploration, with expectations that prices will remain high due to ongoing supply constraints [7]. - Companies are diversifying their operations to mitigate risks associated with oil price fluctuations, focusing on areas such as artificial intelligence and smart manufacturing [8].

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中海油田服務股份有限公司 呈交日期: 2025年9月2日 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | H | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02883 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,811,124,000 | | 0 | | 1,811,124,000 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1,811,124,000 | | 0 | | 1,811,124,000 | I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份 ...

Core Viewpoint - The company reported strong financial performance in the first half of 2025, with significant growth in net profit and operational efficiency across various segments [1][2][3]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 23.32 billion yuan, a year-on-year increase of 3.5%, and a net profit attributable to shareholders of 1.96 billion yuan, up 23.3% [1]. - For Q2 2025, revenue reached 12.52 billion yuan, reflecting a 1.1% year-on-year growth, with net profit of 1.08 billion yuan, increasing by 12.5% [1]. - The company's net profit forecast for 2025-2027 is 3.62 billion, 3.96 billion, and 4.26 billion yuan, respectively, indicating a compound annual growth rate of 11% [3]. Group 2: Business Segments - The drilling services segment generated revenue of 7.24 billion yuan in H1 2025, a 12.8% increase year-on-year, with a gross margin of 12.9%, up 1.9 percentage points [1]. - The oilfield technology services segment reported revenue of 12.38 billion yuan, a decrease of 3.5% year-on-year, while focusing on an integrated engineering service model [2]. - The ship service segment saw revenue of 2.61 billion yuan, a 19.8% increase year-on-year, with a total of 41,510 operating days, up 27.6% [2]. - The geophysical exploration segment maintained revenue at 1.1 billion yuan, with a gross margin improvement of 7.0 percentage points [2]. Group 3: Operational Efficiency - The company improved operational efficiency in its drilling business, with self-elevating and semi-submersible platform operating days increasing by 10.5% and 10.8%, respectively [1]. - The company successfully completed the world's first 100,000-ton floating platform installation and towing, setting a new benchmark in offshore engineering [2].

Core Viewpoint - UBS reports that CNOOC Services (02883, 601808.SH) achieved a net profit of 1.964 billion RMB in the first half of this year, representing a year-on-year growth of 23%, with revenue reaching 23.3 billion RMB, up 3.5% year-on-year, meeting expectations [1] Financial Performance - CNOOC Services' net profit for H1 is 1.964 billion RMB, a 23% increase year-on-year [1] - Revenue for the same period is 23.3 billion RMB, reflecting a 3.5% year-on-year growth [1] Forecast and Valuation - UBS slightly raised the earnings forecast for 2025 to 2027 by 1-2% [1] - The target price has been adjusted from 9.8 HKD to 10.8 HKD based on discounted cash flow valuation, maintaining a "Buy" rating [1] Business Outlook - Domestic operations of CNOOC Services are expected to remain stable [1] - Contracts for overseas drilling platforms are secured until 2027 to 2030, with strong potential for daily rental rates [1] Strategic Initiatives - The company is designing fully domestically produced drilling platforms and is pursuing low-cost strategies to adapt to a low oil price environment [1] - In oil well services, revenue decline is attributed to short-term interruptions, but future growth is anticipated to be driven by technological advancements, albeit at a stable growth rate [1]

Core Viewpoint - UBS reports that CNOOC Services (02883, 601808.SH) achieved a net profit of 1.964 billion RMB in the first half of this year, reflecting a year-on-year growth of 23%, with revenues of 23.3 billion RMB, up 3.5% year-on-year, meeting expectations [1] Financial Performance - CNOOC Services' net profit for H1 is 1.964 billion RMB, a 23% increase year-on-year [1] - Revenue for the same period is 23.3 billion RMB, representing a 3.5% year-on-year growth [1] Forecast and Valuation - UBS slightly raised the earnings forecast for 2025 to 2027 by 1-2% [1] - The target price has been adjusted from 9.8 HKD to 10.8 HKD based on discounted cash flow valuation, maintaining a "Buy" rating [1] Business Outlook - The domestic business of CNOOC Services is expected to remain stable [1] - Contracts for overseas drilling platforms are secured until 2027 to 2030, with strong potential for overseas day rates [1] - The company is designing fully domestically produced drilling platforms and is pursuing low-cost strategies to adapt to a low oil price environment [1] Revenue Insights - A decline in revenue from well services is attributed to short-term interruptions, but future growth is anticipated to be driven by technological advancements, albeit at a stable growth rate [1]

Core Viewpoint - Morgan Stanley has downgraded the earnings forecasts for CNOOC Services (02883) for the next two years by 3.5% and 5% due to lower-than-expected EBIT from oil well services in the first half of the year [1] Group 1: Financial Performance - The downgrade in earnings estimates is attributed to a correction in domestic onshore service pricing and a decrease in revenue from cementing and drilling fluid businesses [1] Group 2: Target Price and Rating - Morgan Stanley has reduced the target price for CNOOC Services (601808) from HKD 10 to HKD 9 while maintaining an "Overweight" rating [1]

Company Overview - CNOOC Services Co., Ltd. is primarily engaged in oil and gas exploration, development, and production, with key business segments including drilling services (27.34% of revenue), oilfield technical services (57.26%), marine services (9.87%), and geophysical exploration services (5.53%) [1] - The company was established on December 25, 2001, and was listed on September 28, 2007 [1] Financial Performance - For the first half of 2025, CNOOC Services reported a revenue of 23.32 billion yuan, representing a year-on-year growth of 3.51%, and a net profit attributable to shareholders of 1.964 billion yuan, which is a 23.33% increase year-on-year [2] - CNOOC Services has distributed a total of 15.492 billion yuan in dividends since its A-share listing, with 2.866 billion yuan distributed over the past three years [3] Stock Performance - As of August 28, CNOOC Services' stock price increased by 2.05% to 14.47 yuan per share, with a market capitalization of 69.045 billion yuan [1] - Year-to-date, the stock has decreased by 3.66%, but has seen a 3.95% increase over the past 20 days and an 8.97% increase over the past 60 days [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 4.90% to 68,200, with an average of 0 circulating shares per person [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 12.1671 million shares, and several ETFs, with notable changes in holdings among the top ten shareholders [3]

Core Viewpoint - UBS reports that CNOOC's oilfield services achieved a net profit of 1.964 billion yuan, an increase of 23% year-on-year, with revenue of 23.3 billion yuan, up 3.5% year-on-year, meeting expectations [1] Group 1: Financial Performance - CNOOC's net profit for the first half of the year is 1.964 billion yuan, reflecting a year-on-year growth of 23% [1] - The company's revenue stands at 23.3 billion yuan, showing a year-on-year increase of 3.5% [1] Group 2: Business Outlook - Domestic operations are expected to remain stable [1] - Contracts for overseas drilling platforms are secured until 2027 to 2030, indicating potential strength in overseas daily rental rates [1] Group 3: Strategic Initiatives - The company is designing fully domestically produced drilling platforms and is pursuing low-cost strategies to adapt to a low oil price environment [1] - UBS has slightly raised the earnings forecast for 2025 to 2027 by 1-2% and increased the target price from 9.8 HKD to 10.8 HKD, maintaining a "Buy" rating [1]