证券之星消息，根据天眼查APP-财产线索数据整理，中海油田服务股份有限公司2月6日发布《油服天 津装备-011339-海洋石油708船采购海底钳接插件-260121》，详情如下： 标题：油服天津装备-011339-海洋石油708船采购海底钳接插件-260121 通过天眼查大数据分析，中海油田服务股份有限公司共对外投资了11家企业，参与招投标项目26229 次；财产线索方面有商标信息340条，专利信息2675条，著作权信息464条；此外企业还拥有行政许可 199个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：中海油田服务股份有限公司 供应商：广州浩瀚电子科技有限公司 中标金额：247311.8 地区：天津市 发布日期：2026-02-06 ...

Group 1 - The core viewpoint of the article highlights the fluctuations in international oil prices due to geopolitical developments and supply dynamics, with a recent rebound in prices following a period of decline [1][2]. Group 2 - As of February 6, 2026, Brent crude oil futures settled at $68.05 per barrel, down $1.27 (-1.83%) from the previous week, while WTI crude oil futures settled at $63.55 per barrel, down $1.66 (-2.55%) [2]. - The global number of offshore self-elevating drilling rigs decreased by 6 to 370, with reductions in Southeast Asia, North America, and other regions [3]. - U.S. crude oil production was reported at 13.215 million barrels per day, a decrease of 481,000 barrels per day from the previous week [3]. - U.S. total crude oil inventory stood at 836 million barrels, a decrease of 3.241 million barrels (-0.39%) from the previous week [4]. - The price of biodiesel and biojet fuel remained stable, with the FOB price for ester-based biodiesel at $1,150 per ton [5]. Group 3 - Related companies in the sector include China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [6].

Investment Rating - The report does not explicitly state an investment rating for the oil refining industry [1]. Core Insights - The IEA and OPEC have revised down their global crude oil inventory expectations for 2026, indicating a more cautious outlook for supply and demand dynamics in the oil market [1][2]. - Predictions for global crude oil supply in 2026 are set at 10870.29, 10765.19, and 10593.14 thousand barrels per day by IEA, EIA, and OPEC respectively, showing an increase compared to 2025 [2][30]. - Global crude oil demand forecasts for 2026 are 10498.05, 10482.61, and 10650.00 thousand barrels per day, reflecting a modest increase from 2025 [2][30]. - The report highlights significant fluctuations in oil prices, with Brent crude at 66.30 USD/barrel, WTI at 62.14 USD/barrel, and a notable increase in prices over the past month [3][9]. Summary by Sections Oil Price Overview - As of February 2, 2026, Brent crude, WTI, Russian ESPO, and Urals prices are 66.30, 62.14, 52.90, and 65.49 USD/barrel respectively, with Brent and WTI showing increases of 9.14% and 8.41% over the past month [9]. Global Crude Oil Inventory - IEA, EIA, and OPEC predict global crude oil inventory changes for 2026 at +372.24, +282.58, and -56.86 thousand barrels per day respectively, with an average change of +199.32 thousand barrels per day [2][24]. Global Crude Oil Supply - The forecast for global crude oil supply in 2026 is 10870.29, 10765.19, and 10593.14 thousand barrels per day by IEA, EIA, and OPEC, with respective increases of +251.53, +138.75, and +122.43 thousand barrels per day compared to 2025 [2][30]. Global Crude Oil Demand - The demand forecast for 2026 is 10498.05, 10482.61, and 10650.00 thousand barrels per day, with increases of +93.22, +113.81, and +136.34 thousand barrels per day from 2025 [2][30]. Related Companies - The report mentions several related companies including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and PetroChina [3][4].

Investment Rating - The report maintains a "Positive" investment rating for the oil processing industry [1]. Core Insights - International oil prices experienced fluctuations due to geopolitical developments, including the potential resumption of nuclear talks between the U.S. and Iran, which initially eased risks but later saw a resurgence following military incidents [2][9]. - As of February 6, 2026, Brent and WTI oil prices were reported at $68.05 and $63.55 per barrel, respectively, reflecting a decrease of 1.83% and 2.55% from the previous week [2][25]. Summary by Sections Oil Price Review - Brent crude futures settled at $68.05 per barrel, down $1.27 (-1.83%), while WTI futures were at $63.55, down $1.66 (-2.55%) [2][25]. - The Urals crude price remained stable at $65.49 per barrel, and ESPO crude fell to $54.91, down $0.55 (-0.99%) [2][25]. Offshore Drilling Services - The number of global offshore self-elevating drilling rigs was 370, a decrease of 6 from the previous week, while floating drilling rigs totaled 132, down by 2 [28]. U.S. Oil Supply - U.S. crude oil production was reported at 13.215 million barrels per day, a decrease of 481,000 barrels from the previous week [35]. - The active rig count in the U.S. increased by 1 to 412 rigs as of February 6, 2026 [35]. U.S. Oil Demand - U.S. refinery crude processing averaged 16.029 million barrels per day, down by 180,000 barrels from the previous week, with a refinery utilization rate of 90.50%, a decrease of 0.4 percentage points [43]. U.S. Oil Inventory - Total U.S. crude oil inventories stood at 836 million barrels, a decrease of 3.241 million barrels (-0.39%) from the previous week [52]. - Strategic oil inventories increased slightly to 415 million barrels, while commercial inventories decreased to 420 million barrels [52]. Related Companies - Key companies in the sector include China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [3].

证券研究报告 原油周报：美国原油产量下降，后续关注美伊谈判进展 大化工首席分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 石化化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2026年2月8日 请务必阅读正文之后的免责声明部分 投资要点 ◼ 【美国原油】 2 ◼ 1）原油价格：本周Brent/WTI原油期货周均价分别67.7/63.5美元/桶，较上周分别-0.9/+0.1美元/桶。 ◼ 2）原油库存：美国原油总库存、商业原油库存、战略原油库存、库欣原油库存分别8.4/4.2/4.2/0.2亿桶，环比-324/- 346/+21/-74万桶。 ◼ 3）原油产量：美国原油产量为1322万桶/天，环比-48万桶/天。美国活跃原油钻机本周412台，环比+1台。美国活跃压 裂车队本周148部，环比-3部。 ◼ 4）原油需求：美国炼厂原油加工量为1603万桶/天，环比-18万桶/天；美国炼厂原油开工率为90.5%，环比-0.4pct。 ◼ 5）原油进出口量：美国原油进口量、出口量、净进口量 ...

证券日报网讯 2月6日，中海油服在互动平台回答投资者提问时表示，截至最新报告期末2025年9月30日 普通股股东总数为64018户。 （文章来源：证券日报） ...

通过天眼查大数据分析，中海油田服务股份有限公司共对外投资了11家企业，参与招投标项目26000 次；财产线索方面有商标信息337条，专利信息2659条，著作权信息464条；此外企业还拥有行政许可 199个。 数据来源：天眼查APP 采购方：中海油田服务股份有限公司 供应商：天津晨阳威盛科技发展有限公司 中标金额：197072.0 地区：天津市 发布日期：2026-02-04 证券之星消息，根据天眼查APP-财产线索数据整理，中海油田服务股份有限公司2月4日发布《油服天 津装备-物探采集海洋石油623和720船空调设备更新改造购置-20260126-001成交候选人公示》，详情如 下： 标题：油服天津装备-物探采集海洋石油623和720船空调设备更新改造购置-20260126-001成交候选人公 示 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

中金公司研报指出，中海油服发布2026年度战略指引，预计2026年资本性开支约为84.4亿元，主要用于 装备投资与更新改造、技术研发投入及基地建设，资金安排衔接"十四五"与"十五五"规划。26年公司或 安排新船购置，装备维护升级资本开支增至约35-40 亿元；判断挪威深水高价值作业或将在1H26逐步贡 献业绩增量，订单有望延续至2028年。公司南海8号钻井平台在巴西作业合同日费率约14.7万美元，利 润贡献有望在26年显现。考虑到海外业绩增量，上调公司26年盈利预测3%至45亿元，引入27年净利润 为47.7亿元，维持25年净利润基本不变。维持"跑赢行业"评级，考虑到海外钻井业绩贡献，上调A股目 标价16%至19.1元（22.8%上行空间），上调H股目标价15%至10.2港元（17.2%上行空间）， ...

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: 2026年1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: 2026年2月3日 I. 法定/註冊股本變動 | 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 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,811,124,000 | RMB | | 1 | RMB | | 1,811,124,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 1,811,124,000 | RMB | | 1 | RMB | | 1,811,124,000 | ...

Group 1 - Oil and oil service stocks experienced a decline in early trading, with Shandong Molong down 8.6% to HKD 3.93, Sinopec Oilfield down 7.22% to HKD 0.9, CNOOC Oilfield down 1.98% to HKD 8.4, CNOOC down 2.87% to HKD 23.68, and PetroChina down 2.16% to HKD 9.08 [1] - WTI crude oil fell by 4% and Brent crude oil dropped by over 5% [1] - Iranian Foreign Minister Zarif indicated the possibility of reaching a fair agreement with the U.S., and an Iranian official stated that there are no plans for military exercises in the Strait of Hormuz, contradicting previous reports [1] Group 2 - Huatai Futures reported that the recent rise in oil prices is attributed to a combination of geopolitical, macroeconomic, and liquidity factors [2] - The macro sentiment and potential stabilization of the dollar may reduce the upward pressure on oil prices, while liquidity factors could also retreat [2] - The situation in Iran remains tense, particularly in the Strait of Hormuz, which is a critical oil export chokepoint, necessitating close monitoring of developments [2]