Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company reported a revenue of 23.32 billion yuan for the first half of 2025, representing a year-on-year increase of 3.5%. The net profit attributable to shareholders was 1.964 billion yuan, up 23.4% year-on-year, with a basic earnings per share of 0.41 yuan, reflecting a 24.2% increase year-on-year [2][3] - The growth in revenue and profit is primarily driven by the drilling business, with significant contributions from high-day-rate projects in the North Sea region of Norway and increased operational workload [4] - The company is expected to maintain high utilization rates for its platforms and potentially increase day rates in the second half of the year due to the resumption of contracts in the Middle East and ongoing operations in South America [4] - Continuous investment in research and development, along with technological innovations, is enhancing the company's competitiveness, with high-tech products entering industrialization and brand development phases [4] - Profit forecasts for 2025-2027 indicate net profits of 4.015 billion, 4.384 billion, and 4.734 billion yuan, with corresponding growth rates of 28.0%, 9.2%, and 8.0% respectively [4] Financial Summary - For the first half of 2025, the company achieved a gross margin of 12.92% for drilling, 23.98% for oil services, -2.18% for geophysical services, and 8.12% for shipping, showing improvements across all segments [4] - The company’s revenue is projected to grow from 44.109 billion yuan in 2022 to 60.306 billion yuan by 2027, with a compound annual growth rate of approximately 5.3% [5] - The earnings per share (EPS) is expected to increase from 0.63 yuan in 2022 to 0.99 yuan by 2027, reflecting a positive trend in profitability [5][7]

Group 1 - CNOOC Services (SH 601808) announced the third board meeting of 2025 held on August 26, 2025, in Shenzhen, where the proposal to cancel the supervisory board and amend the company’s articles of association was reviewed [1] - For the year 2024, CNOOC Services' revenue composition is as follows: oilfield technical services accounted for 57.26%, drilling business for 27.34%, shipping services for 9.87%, and geophysical and engineering survey services for 5.53% [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]

Group 1 - The board of directors of China National Offshore Oil Corporation Services Co., Ltd. (CNOOC Services) held its third meeting of 2025 on August 26, 2025, in Shenzhen, with 8 directors present [2][4] - The meeting approved several proposals, including the cancellation of the supervisory board and amendments to the company's articles of association, which will be submitted to the shareholders' meeting for approval [3][5][6] - The board also approved the revision of the rules for shareholder meetings, board meetings, independent director systems, and related transaction decision-making systems, all of which will require shareholder approval [8][10][12][15] Group 2 - The board approved the "Quality Improvement, Efficiency Enhancement, and Return Action Plan" for 2025, aimed at enhancing operational quality and creating value [19][20] - The company plans to improve core competitiveness by restructuring large equipment and enhancing service capabilities, focusing on high-efficiency, low-cost, and green operations [34] - The company aims to deepen cost reduction and efficiency enhancement by implementing lean management practices across all operational processes [37] Group 3 - The company has committed to enhancing investor returns, with a planned cash dividend of over RMB 1.1 billion for the 2024 fiscal year, representing an increase of approximately RMB 100 million from the previous year [42] - The company will strengthen investor communication and relations management, ensuring high-quality information disclosure and engaging with investors through various channels [43]

Group 1 - The company reported a revenue of 23.32 billion yuan for the first half of 2025, representing a year-on-year growth of 3.5% [1] - The net profit attributable to shareholders reached 1.964 billion yuan, showing a year-on-year increase of 23.3% [1] - The net profit excluding non-recurring items was 1.939 billion yuan, which is a year-on-year growth of 20.9% [1] - The basic earnings per share stood at 0.41 yuan [1]

Group 1 - The company announced that its supervisory board approved the proposal to cancel the supervisory board and amend related articles during its third meeting in 2025 [2]

（文章来源：证券日报） 证券日报网讯 8月26日晚间，中海油服发布公告称，公司董事会2025年第三次会议审议通过了《关于取 消监事会并修订的议案》等多项议案。 ...

Core Viewpoint - CNOOC Services Co., Ltd. reported a revenue of 23.32 billion yuan for the first half of 2025, reflecting a year-on-year growth of 3.5%, and a net profit attributable to shareholders of 1.96 billion yuan, up 23.3% [1] Group 1: Financial Performance - The company achieved an operating income of 72.4 billion yuan in the drilling segment, with a year-on-year increase of 12.8% [1] - The technical segment generated a revenue of 123.8 billion yuan, maintaining a good profit margin [1] - The marine segment's revenue reached 2.61 billion yuan, showing a year-on-year growth of 19.8% [1] - The geophysical segment reported stable revenue of 1.1 billion yuan [1] Group 2: Operational Highlights - The drilling segment improved operational efficiency, with a platform calendar day usage rate increasing by 91.2% [1] - The technical segment is enhancing its integrated engineering service system and accelerating the qualification process for overseas key clients [1] - The marine segment successfully completed the world's first 100,000-ton floating platform installation and towing [1] Group 3: Future Outlook - In the second half of 2025, the company aims to focus on enhancing service quality, technological innovation, and risk management while continuing to deepen value creation [2]

证券代码：601808 证券简称：中海油服 公告编号：临 2025-021 监事会 2025 年第三次会议决议公告 特别提示 本公司监事会及全体监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、监事会会议召开情况 中海油田服务股份有限公司（以下简称"公司"）监事会 2025 年第三次会议于 2025 年 8 月 26 日在深圳以现场表决方式召开。会议通知于 2025 年 8 月 8 日以电子邮件方式 送达监事。会议应到监事 3 人，实到监事 3 人。会议由公司监事会主席赵锋先生主持。 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》(以下简称"《公司章程》")的规定。 中海油田服务股份有限公司 二、监事会会议审议情况 经参会监事审议表决，以 3 票同意，0 票反对，0 票弃权通过了以下决议： （一） 审议通过关于取消监事会并修订《公司章程》的议案。 议案详情请见公司同日于上海证券交易所网站（www.sse.com.cn ）披露的《中海油 服关于取消监事会并修订 <公司章程> 的公告》及《 ...

关于中海石油财务有限责任公司的风险持续评估报告 根据《上海证券交易所上市公司自律监管指引第 5 号——交易与 关联交易》的要求，中海油田服务股份有限公司（以下简称"公司"） 通过查验中海石油财务有限责任公司（以下简称"海油财务"）《金 融许可证》、《营业执照》等资料，查阅海油财务 2025 年半年度财 务报告，对海油财务的经营资质、业务和风险状况进行了评估，现将 风险评估情况报告如下： 中海油田服务股份有限公司 一、海油财务基本情况 海油财务于 2002 年 5 月 13 日由中国人民银行批准开业，2002 年 6 月 14 日完成工商登记。法定中文名称为"中海石油财务有限责 任公司"，注册资本为 40 亿元。2016 年 10 月，经原北京市工商行 政管理局审批，并向原北京银监局备案，股权结构变更为： | 股东名称 | | 投资金额（人民币元） | 持股比例(%) | | --- | --- | --- | --- | | 中国海洋石油集团有限公司 | | 2,515,901,060.00 | 62.90 | | 中海石油（中国）有限公司 | | 1,272,084,806.00 | 31.80 | | 中 ...

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。 为全面落实国务院国资委《关于改进和加强中央企业控股上市公司市值管理工作 的若干意见》要求，积极响应上海证券交易所《关于开展沪市公司"提质增效重回报" 专项行动的倡议》，推动上市公司高质量发展和投资价值提升，保护投资者尤其是中 小投资者的合法权益，中海油田服务股份有限公司（以下简称"公司"）结合自身发 展实际，以促进内在价值和市场价值的"双提升"为目标，制定本方案。 一、提升经营质量 证券代码：601808 证券简称：中海油服 公告编号：临2025-023 中海油田服务股份有限公司 2025 年度"提质增效重回报"行动方案 公司始终坚持稳中求进工作总基调，保持战略定力，稳增长、促转型、锻长板、 防风险，着力实现以价值创造为中心的内涵式发展。 （一）提高核心竞争力 以"强链"为纲再造新优势。加快推进大型装备结构调整和能力提升，聚力打造 高效率、低成本、绿色低碳的大型装备服务能力，塑造核心竞争优势。着眼整合全球 客户需求，促进国内国际两个市场双循环，用好两个市场两种资源，有力 ...