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 Points - The Shanghai Composite Index is at 4022.49 points, above the annual line, with a slight increase of 0.15% [1] - A total trading volume of A-shares reached 1,189.541 billion yuan today [1] - 40 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 4022.49 points, reflecting a 0.15% increase [1] - The total trading volume for A-shares today is 1,189.541 billion yuan [1] Stocks Surpassing Annual Line - 40 A-shares have broken through the annual line, with the highest deviation rates observed in: - Huaihe Energy: 5.94% - Bluefocus Communication: 5.04% - Jike Co., Ltd.: 4.28% [1] - Other stocks with smaller deviation rates include: - Greenheng Technology - Zhengzhou Bank - Yantian Port [1] Deviation Rate Rankings - The top three stocks with the highest deviation rates on October 30 are: 1. Huaihe Energy (6.80% increase, 5.01% turnover rate) 2. Bluefocus Communication (12.06% increase, 10.50% turnover rate) 3. Jike Co., Ltd. (5.77% increase, 6.75% turnover rate) [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 ...

证券代码：601808 证券简称：中海油服 公告编号：临2025-027 本议案已经审计委员会、独立董事专门会议审议通过，并同意提交董事 会审议。 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。 一、董事会会议召开情况 中海油田服务股份有限公司（以下简称"公司"或"中海油服"）董事会 2025 年第四次会议于 2025 年 10 月 29 日在佛山以现场表决方式召开。会议通知于 2025 年 10 月 14 日以电子邮件方式送达董事。会议应出席董事 8 人，实际出席董事 8 人（卢 涛先生因其他公务原因未能亲自出席并书面委托赵顺强先生代为行使表决权，范白涛 先生因其他公务原因未能亲自出席并书面委托刘秋东先生代为行使表决权）。会议由 董事长赵顺强先生主持。公司监事胡昭玲女士、王林根先生列席会议。公司董事会秘 书孙维洲先生、首席财务官郄佶先生列席会议。会议的召开符合《中华人民共和国公 司法》等相关法律、行政法规、部门规章和《中海油田服务股份有限公司章程》的规 定。 二、董事会会议审议情况 本议案已经审计委员会审议通过，并同意提交董 ...

中海油田服务股份有限公司 2025 年第三季度报告 证券代码：601808 证券简称：中海油服 中海油田服务股份有限公司 2025 年第三季度报告 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： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信 息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 1 / 11 单位：百万元 币种：人民币 项目 本报告期 本报告期比 上年同期增 减变动幅度 (%) 年初至报告期 末 年初至报告期 末比上年同期 增减变动幅度 (%) 营业收入 11,533.4 3.6 34,853.7 3.5 利润总额 1,596.5 29.0 4,168.6 14.3 归属于上市公司股东的 净利润 1,245.6 46.1 3,209.4 31.3 归属 ...