增持后，Invesco Asset Management Limited最新持股数目为9128.4万股，持股比例由4.98%上升至 5.04%。 来源：格隆汇APP 格隆汇10月15日丨根据联交所最新权益披露资料显示，2025年10月10日，中海油田服务(02883.HK)获 Invesco Asset Management Limited在场内以每股均价6.9598港元增持94万股，涉资约654.22万港元。 ...

重要内容提示： 证券代码：601808 证券简称：中海油服 公告编号：临2025-026 中海油田服务股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 中国大陆：4008 063 263 中国香港：（852）3018 3602 中国大陆：4008 063 263 中国香港：（852）3018 3602 本公司拟于 2025 年 10 月 29 日在上海证券交易所网站（http://www.sse.com.cn） 发布本公司 2025 年第三季度报告。为了便于广大投资者更全面深入地了解本公司 2025 年第三季度业绩和经营情况，本公司拟于 2025 年 10 月 30 日 16:30-17:30 召开 业绩说明会，就投资者普遍关心的问题进行交流。 一、业绩说明会类型 本次业绩说明会通过电话会议方式召开，本公司将针对 2025 年第三季度业绩和 经营情况与投资者进行交流，并对投资者普遍关注的问题进行回答。 1 会议召开时间：2025年10月30日（星期四）16:30-17 ...

公告 召開2025年第三季度業績說明會 中海油田服務股份有限公司（「本公司」）擬於2025年10月29日在香港聯合交易所有限公司 網站(https://www.hkexnews.hk)公佈本公司2025年第三季度業績。為了便於廣大投資者更 全面深入地了解本公司2025年第三季度業績和經營情況，本公司擬於2025年10月30日（星 期四）16:30-17:30召開業績說明會（「本次業績說明會」），就投資者普遍關心的問題進行交 流。本公司管理層相關人員將出席本次業績說明會。 本次業績說明會通過電話會議方式召開，本公司將針對2025年第三季度業績和經營情況 與投資者進行交流，並對投資者普遍關注的問題進行回答。投資者可於2025年10月30日 16:30-17:30通過電話會議（中國大陸：4008 063 263；中國香港：(852) 3018 3602）的方式 參加本次業績說明會。如投資者通過電話參加會議，請聯繫SPRG_COSL@sprg.com.hk或 致電(852) 2864 4890、(852) 2114 2825、(852) 2864 4894獲取電話會議撥入密碼。 投資者可於2025年10月24日（星期 ...

Investment Rating - The report maintains a positive outlook on the polyester sector, suggesting a recovery in profitability as supply and demand improve, and recommends focusing on leading companies in the sector [4][6][9]. Core Insights - The report highlights a slight increase in oil prices in Q3 2025, with Brent crude averaging $68.2 per barrel, a 2.1% increase quarter-on-quarter but a 13.4% decrease year-on-year [4][5]. - The performance of key companies in the oil and petrochemical sector is projected to show stability or slight growth, with specific profit forecasts for major players such as China National Petroleum Corporation and CNOOC [4][6][8]. - The report emphasizes the potential for improved profitability in refining companies due to lower operational costs and favorable market conditions, particularly for leading firms like Hengli Petrochemical and Rongsheng Petrochemical [4][6][9]. Summary by Sections Oil Price Trends - Brent crude oil prices showed a quarter-on-quarter increase of 2.1% and a year-on-year decrease of 13.4%, with Q3 2025 prices averaging $68.2 per barrel [4][5]. - Gasoline and diesel prices experienced a net decrease of 75 yuan per ton over the quarter, with adjustments made in July, August, and September [4]. Price Differentials - The report notes that the price differentials for various petrochemical products have shown mixed trends, with some margins expanding while others contracted [6][7]. - The ethylene-to-naphtha differential was reported at $238 per ton, reflecting a 7.5% decrease quarter-on-quarter but a 23.7% increase year-on-year [6]. Company Performance Forecasts - Key companies are expected to report varying profit results for Q3 2025, with China National Petroleum Corporation projected to achieve a net profit of 38 billion yuan, a year-on-year decrease of 13% but a quarter-on-quarter increase of 2% [4][8]. - CNOOC is forecasted to report a net profit of 34 billion yuan, down 8% year-on-year but up 3% quarter-on-quarter [4][8]. Investment Recommendations - The report recommends focusing on leading polyester companies such as Tongkun Co. and Wankai New Materials, as well as refining companies like Hengli Petrochemical and Rongsheng Petrochemical, due to their favorable market positions [4][6][9]. - It also suggests that the oil exploration and production sector remains robust, with continued high capital expenditures expected for offshore oil service companies [4][9].

Investment Rating - The report maintains a "Positive" outlook for the oil and petrochemical industry [3][6]. Core Insights - In Q3 2025, crude oil prices increased slightly on a quarter-over-quarter basis, while downstream sectors are still awaiting recovery [6]. - The average Brent crude oil price for July, August, and September 2025 was $69.6, $67.3, and $67.6 per barrel, respectively, with a Q3 average of $68.2 per barrel, reflecting a 2.1% increase quarter-over-quarter but a 13.4% decrease year-over-year [6][7]. - The report forecasts performance for key industry companies, indicating stable growth in upstream oil and gas exploration and development, with slight recovery in midstream refining profits [6]. Summary by Sections Price Trends - Q3 2025 saw a cumulative adjustment of gasoline and diesel prices, with a total decrease of 75 yuan per ton for both [6]. - The price differences for various petrochemical products showed mixed trends, with some margins expanding while others contracted [6][8]. Company Performance Forecasts - Key company forecasts for Q3 2025 include: - China National Petroleum Corporation (CNPC): Expected net profit of 38 billion yuan (YoY -13%, QoQ +2%) [6]. - China National Offshore Oil Corporation (CNOOC): Expected net profit of 34 billion yuan (YoY -8%, QoQ +3%) [6]. - Sinopec: Expected net profit of 8.5 billion yuan (YoY -1%, QoQ +3%) [6]. - CNOOC Services: Expected net profit of 1.2 billion yuan (YoY +41%, QoQ +11%) [6]. - Offshore Oil Engineering: Expected net profit of 600 million yuan (YoY +9%, QoQ +8%) [6]. Investment Recommendations - The report suggests a positive outlook for polyester companies like Tongkun Co. and Wankai New Materials due to expected recovery in polyester market conditions [6]. - It recommends focusing on quality refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Sinopec, given the favorable competitive landscape [6]. - The report also highlights the resilience of upstream exploration and development, recommending offshore service companies like CNOOC Services and Offshore Oil Engineering for potential performance improvement [6].

Group 1 - Invesco Asset Management Limited increased its stake in CNOOC Services (02883.HK) by purchasing 940,000 shares at an average price of HKD 6.9598 per share, totaling approximately HKD 6.5422 million [1] - Following this transaction, Invesco's total shareholding in CNOOC Services rose to 91.284 million shares, increasing its ownership percentage from 4.98% to 5.04% [1][3]

Core Viewpoint - Invesco Asset Management Limited has increased its stake in CNOOC Limited (02883.HK) by acquiring 940,000 shares at an average price of HKD 6.9598 per share, raising its ownership from 4.98% to 5.04% [1] Group 1 - Invesco Asset Management Limited purchased 940,000 shares of CNOOC Limited on October 10, 2025, for a total investment of approximately HKD 6.5422 million [1] - Following this transaction, Invesco's total shareholding in CNOOC Limited reached 91.284 million shares [1] - The increase in ownership percentage reflects a strategic move by Invesco to enhance its position in the company [1]

香港联交所最新资料显示，10月10日，景顺资产管理增持中海油田服务(02883)94万股，每股作价为 6.9598港元，总金额约为654.22万港元。增持后最新持股数目为9128.4万股，最新持股比例为5.04%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月10日，景顺资产管理增持中海油田服务(02883)94万 股，每股作价为6.9598港元，总金额约为654.22万港元。增持后最新持股数目为9128.4万股，最新持股 比例为5.04%。 ...

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