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 ...

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 Brent crude oil price is projected to fluctuate between USD 55-65 per barrel by 2026, influenced by geopolitical tensions and the high costs of new shale oil wells in the U.S. [3][8]. - The company is increasing its investment in equipment construction and technology R&D, which is expected to enhance operational efficiency and profitability [3][19]. - As a leading player in the oil service industry, the company is optimizing its business structure, with an anticipated gradual increase in gross profit margins and net profits projected at RMB 40.98 billion, RMB 42.74 billion, and RMB 45.6 billion for 2025-2027 [3][20]. Summary by Sections Company Overview - The company has made significant progress since the 14th Five-Year Plan, with a comprehensive development outlook [2]. Market Conditions - The international oil price is expected to rise slightly due to geopolitical factors, with the U.S. shale oil production facing high operational costs [3][8]. Financial Projections - The company forecasts net profits of RMB 40.98 billion, RMB 42.74 billion, and RMB 45.6 billion for 2025, 2026, and 2027 respectively, with earnings per share projected at RMB 0.86, RMB 0.90, and RMB 0.96 [3][20]. Investment Strategy - The company is committed to enhancing its operational efficiency through lean cost management and continuous investment in technology, which is expected to yield positive results in the coming years [18][19].

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%。 ...