Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][20]. Core Insights - The company is expected to have a capital expenditure of approximately RMB 8.44 billion by 2026, focusing on equipment investment, technology upgrades, R&D, and base construction, indicating a positive development trajectory [2][18]. - The company is a domestic leader in the oil service industry, with an optimized business structure and an expected gradual increase in gross profit margin. The projected net profits for 2025-2027 are RMB 4.098 billion, RMB 4.274 billion, and RMB 4.560 billion, respectively, with earnings per share of RMB 0.86, RMB 0.90, and RMB 0.96 [3][20]. Summary by Relevant Sections Company Overview - The company has made significant progress since the "14th Five-Year Plan" and is well-positioned for future growth [2]. Market Conditions - The Brent crude oil price is expected to fluctuate between USD 55-65 per barrel by 2026, influenced by geopolitical tensions and the high costs of new wells in the U.S. shale oil sector [3][8]. - The marine oil and gas sector is identified as a key area for development, with capital expenditures expected to remain high [9][17]. Financial Projections - The company anticipates a drilling ship utilization rate exceeding 90% and an overall equipment utilization rate reaching historical highs by 2025. Key operational metrics are expected to continue improving in 2026 [19][20]. - The projected revenue growth rates for 2025-2027 are 2%, 12%, and 12%, respectively, with net profit growth rates of 4%, 31%, and 4% [24].

证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...

中海油服（601808.SH） 国际油价稳中上行，公司发展全面向好 | 公司研究·公司快评  | |  | 石油石化·油服工程 | 投资评级：优于大市（维持）  | | --- | --- | --- | --- | --- | | 证券分析师： | 杨林 | 010-88005379 | yanglin6@guosen.com.cn | 执证编码：S0980520120002 | | 证券分析师： | 董丙旭 | 0755-81982570 | dongbingxu@guosen.com.cn | 执证编码：S0980524090002 | 事项： 公司于 1 月 28 日召开 2026 年战略指引发布会：公司预计 2026 年资本性开支约为人民币 84.4 亿元，主要 用于装备投资及更新改造、技术设备更新改造、技术研发投入和基地建设等。并且公司回顾了"十四五" 以来公司取得的积极进展，并对未来发展做出规划，公司发展全面向好。 证券研究报告 | 2026年01月29日 国信化工观点： 1）考虑到美国页岩油较高的新井成本，预计 2026 年布油中枢在 55-65 美元/桶附近窄幅波动。在地缘冲 突影响下 ...

Market Overview - A-shares experienced a narrow range of consolidation with resource stocks showing a broad-based increase, as of January 28, the Shanghai Composite Index rose by 0.49% to 4160.01 points, while the Shenzhen Component Index increased by 0.09% [1] - The total trading volume in A-shares reached 1.93 trillion yuan [1] Economic Indicators - The People's Bank of China conducted a 7-day reverse repurchase operation of 377.5 billion yuan at a fixed rate of 1.4%, with a net injection of 14 billion yuan for the day [2] Energy Sector Insights - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China is expected to reach 3.89 billion kilowatts, a year-on-year increase of 16.1%. Solar power capacity is projected to reach 1.2 billion kilowatts, up 35.4%, while wind power capacity is expected to reach 640 million kilowatts, up 22.9% [3] - The State-owned Assets Supervision and Administration Commission emphasized the importance of central enterprises in strategic security and public service, promoting professional integration and innovation [3] Commodity Market Performance - International gold prices surpassed $5,200 per ounce, leading to a surge in the gold and non-ferrous metal sectors, with several companies, including China Gold and Sichuan Gold, hitting their daily price limits [3] - International oil prices reached a new high, with the oil and gas sector performing strongly, particularly China National Offshore Oil Corporation, which saw a price increase of over 7% [3] Sector Performance - The oil sector led with an average increase of 5.18%, followed by non-ferrous metals at 4.54% and coal at 2.52%. In contrast, the healthcare sector saw a decline of 2.02% [4] Company Insights - **Sinopec Oilfield Service**: Benefiting from the "increasing reserves and production" policy, the company is expected to maintain high capital expenditure from its parent company, providing support for workload and profitability [8] - **Zhongman Petroleum**: The company is expected to continue good performance due to rapid growth in oil and gas production [8] - **China National Offshore Oil Corporation**: The company shows resilience in performance during oil price downturns, with a focus on both oil and gas and renewable energy businesses [8] - **CNOOC Oilfield Services**: As a leader in offshore oil and gas equipment, the company is expected to enjoy valuation premiums due to steady growth in oilfield technology and ongoing expansion in deep-sea technology [8]

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

| 股份代號: | 02883 | | --- | --- | | 上市法國名稱: | 中海油田服務股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 27/12/2025 - 27/01/2026 | 格隆汇1月27日丨根据联交所最新权益披露资料显示，2026年1月22日，中海油田服务(02883.HK)获JPMorgan Chase & Co.以每股均价8.3357港元增持好仓365 万股，涉资约3042.56万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为9121.042万股，持好仓比例由4.83%上升至5.03%。 | 家智能 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | | --- | --- | --- | --- | --- | --- | --- | | | 历史图三 | | | | （請參閱上述 * 註解）有投票權股 (日 / 月 / 年) 分自分成 | | | Company of the program and the comments ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新数据显示，1月21日，景顺资产管理有限公司增持中海油田服务（02883）293.2万股， 每股作价8.0161港元，总金额约为2350.32万港元。增持后最新持股数目约为1.11亿股，最新持股比例为 6.13%。 责任编辑：卢昱君 香港联交所最新数据显示，1月21日，景顺资产管理有限公司增持中海油田服务（02883）293.2万股， 每股作价8.0161港元，总金额约为2350.32万港元。增持后最新持股数目约为1.11亿股，最新持股比例为 6.13%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

相关事件 中海油田服务(02883.HK)获Invesco Asset Management增持293.2万股 中海油田服务(02883.HK)获FIL Limited增持157.4万股 格隆汇1月27日丨根据联交所最新权益披露资料显示，2026年1月21日，中海油田服务(02883.HK)获 Invesco Asset Management Limited在场内以每股均价8.0161港元增持293.2万股，涉资约2350.32万港元。 增持后，Invesco Asset Management Limited最新持股数目为111,156,000股，持股比例由5.97%上升至 6.13%。 ...

智通财经APP获悉，香港联交所最新数据显示，1月21日，景顺资产管理有限公司增持中海油田服务 (02883)293.2万股，每股作价8.0161港元，总金额约为2350.32万港元。增持后最新持股数目约为1.11亿 股，最新持股比例为6.13%。 ...

香港联交所最新数据显示，1月21日，景顺资产管理有限公司增持中海油田服务(02883)293.2万股，每股 作价8.0161港元，总金额约为2350.32万港元。增持后最新持股数目约为1.11亿股，最新持股比例为 6.13%。 ...