(Incorporated in the People's Republic of China as a joint stock limited liability company) （在中華人民共和國註冊成立的股份有限公司） （Stock Code 股份代號：2883） Dear registered shareholder(s), 16 April 2025 Reminder letter regarding the Arrangement of Electronic Dissemination of Corporate Communications (Note 1) With reference to the notification letter dated 28 February 2024 titled "Arrangement of Electronic Dissemination of Corporate Communications", China Oilfield Services Limited (the "Company") is writing to remind you that t ...

2024 年度报告 中海油田服务股份有限公司（以下简称「公司」，「集团」或「中海油服」）在香港联合交易所（香港股票代码 ：2883）和上 海证券交易所（上海股票代码 ：601808）上市，是全球最具规模的综合型油田服务供应商之一，服务贯穿石油及天 然气勘探、开发及生产的各个阶段。 业务表现 2024年，中海油服通过四大板块（钻井服务、油田技术服务、船舶服务、物探采集和工程勘察服务）的 业务向客户提供在石油及天然气勘探、开发与生产的各个阶段所需的单一业务作业服务、捆绑服务、 一体化服务及总承包作业服务。此外，公司在社会和环境等更广泛的营运层面的表现达到了公司预期 目标。详细信息请参见本年度报告财务报告部分和本公司在香港联合交易所网站披露的《2024年环境、 社会及管治(ESG)报告》。 前景展望 我们在中国市场份额稳固 ；在亚太、中东、美洲、欧洲、非洲等地区积极开拓海外市场，为持续拓 展业务提供了强大的平台。 我们遇到的挑战和风险因地而异，其中不少是油田服务行业的性质使然，包括不明朗的政治和法制 环境、深水及海外运营带来的风险。公司在油田服务方面具有多年经验，凭借对中国市场的充分掌 握，以及严谨的风险管理方针， ...

Dear non-registered shareholder(s), 16 April 2025 Reminder letter regarding the Arrangement of Electronic Dissemination of Corporate Communications (Incorporated in the People's Republic of China as a joint stock limited liability company) （在中華人民共和國註冊成立的股份有限公司） （Stock Code 股份代號：2883） If the Company does not receive your functional email address from the Intermediaries, until such time that the functional email address is provided to the Intermediaries, you will need to proactively check the Company's websit ...

Financial Performance - In 2024, the total revenue reached RMB 48,218.1 million, representing a 9.5% increase from RMB 44,042.2 million in 2023[18] - The operating profit for 2024 was RMB 5,047.6 million, a 4.0% increase from RMB 4,855.2 million in 2023[18] - The annual profit rose to RMB 3,399.1 million, reflecting a 3.5% increase compared to RMB 3,282.6 million in 2023[18] - Basic earnings per share increased by 4.1% to RMB 65.74 from RMB 63.15 in the previous year[18] - The net profit for 2024 was RMB 3,399.1 million, up RMB 116.5 million, reflecting a growth of 3.5% compared to the previous year[32] - The total operating expenses for 2024 were RMB 43,497.6 million, an increase of RMB 4,000.9 million or 10.1% compared to RMB 39,496.7 million in 2023[75] - The pre-tax profit for 2024 was RMB 4,667.3 million, an increase of RMB 424.4 million compared to RMB 4,242.9 million in 2023[95] - The net financial expenses decreased by RMB 228.6 million, or 26.8%, totaling RMB 624.2 million in 2024[93] Revenue Segmentation - Domestic business revenue was RMB 37,333.5 million, up 8.0% from RMB 34,571.9 million in 2023, while international business revenue increased by 14.9% to RMB 10,884.6 million from RMB 9,470.3 million[18] - The drilling services segment generated revenue of RMB 13,182.3 million in 2024, a 9.4% increase from RMB 12,051.2 million in 2023[35] - The oilfield technology services business achieved revenue of RMB 27,610.3 million in 2024, a 7.4% increase from RMB 25,717.5 million in 2023[43] - The ship service business generated revenue of RMB 4,760.9 million in 2024, reflecting a 20.9% growth compared to RMB 3,938.8 million in 2023[49] - The geophysical exploration and engineering survey services business reported revenue of RMB 2,664.6 million in 2024, up 14.1% from RMB 2,334.7 million in 2023[56] Market Expansion and Strategy - The company aims to strengthen its position in the oilfield service market while expanding into international markets across Asia-Pacific, Middle East, Americas, Europe, and Africa[7] - The company is focusing on expanding its overseas market presence, particularly in high-value long-term drilling projects in South America and Southeast Asia[37] - The company plans to continue expanding its market presence and enhancing its technological capabilities to drive future growth[66] - The company plans to allocate approximately RMB 7.2 billion for capital expenditures in 2025, focusing on equipment investment and technology upgrades[112] - The company is considering strategic acquisitions to bolster its product offerings, with a budget of $100 million allocated for potential deals[7] Operational Efficiency and Technological Development - The company is focused on technological advancements and cost leadership as part of its five strategic development goals[8] - The company aims to enhance its core business and improve operational efficiency through organizational reforms and a modern governance system[28] - The company is investing $50 million in R&D for new technologies aimed at enhancing operational efficiency[5] - The company is actively involved in the development of new technologies and products to improve service offerings[200] - The company is committed to enhancing its ESG governance, focusing on environmental protection and carbon emissions, and is actively researching and applying green low-carbon technologies[149] Governance and Compliance - The company has established 14 internal control systems covering all levels from headquarters to domestic and overseas units, ensuring compliance and effectiveness[129] - The independent directors effectively fulfilled their responsibilities, providing professional opinions on financial reporting, related transactions, and risk management[123] - The company has a risk management organization that conducts annual risk identification and assessment, reporting to the board quarterly[130] - The company’s governance practices are regularly reviewed to ensure compliance with corporate governance codes and regulations[134] - The company received multiple awards for its corporate governance and ESG practices in 2024, reflecting its commitment to sustainable development[118] Shareholder Engagement and Communication - The company has organized multiple investor communication events, including annual and quarterly earnings presentations, to engage with shareholders and address their concerns[154] - The company has established clear procedures for shareholders to request extraordinary general meetings and access company information, ensuring shareholder rights are protected[153] - The company has a dedicated team for investor relations, providing contact information and facilitating communication through its website[154] Future Outlook - The global oilfield services market is expected to grow by 2.2% in 2025, with upstream investment growth slowing down[113] - Future outlook includes a commitment to sustainable practices and innovation in the oil and gas sector[200] - The company plans to leverage its expertise in geophysical services to capture new market opportunities[200]

董事会管理层代表他们分别是董事长兼首席执行官赵顺昌先生独立非执行董事赵立均女士副总裁兼董事会秘书孙伟洲先生 首席财务官 谢静先生 亲自来说一下这次设计灾难游行是全球最具规模的油田服务供应商之一不论贯穿石油及新能体勘探 参发及生产的各个阶段业务分为勿探钢厂服务 赠金服务 油田技术服务及船舶服务四大类在公司五大发展战略的执行下2024年公司保持了稳重向好的良好发展态势中国实力继续优秀国内外品牌影响力和价值不断扩大 这本书是由国际食品服务商提供的书籍,其服务涵盖了全球的食品和物质的研究,发展和生产,并提供了四项主要项目,包括物质购买和保险服务,钓鱼服务,技术服务 字幕由Amara.org社区提供 今天的发布会共有两个部分首先首席财务官谢迪先生将为大家介绍公司二零二四年年度业绩情况然后是知围交流环节接下来我们有请首席财务官谢总为大家介绍预计材料 路海游服给大家介绍2024年公司的经营业绩那么在正式介绍前呢还是提醒您留意本页关于本次会议材料的一个免费说明今天展示的内容呢主要有两部分一个呢就是2024年的业绩回顾另外一个呢就是公司未来发展的一个展望回顾2024年前年布林特的这个全程油价大概还是在80美元从高位增长2024 ...

证券代码：601808 证券简称：中海油服 公告编号：临2025-010 中海油田服务股份有限公司 关于召开 2025 年第一季度业绩说明会的公告 特别提示 本公司拟于 2025 年 4 月 23 日在上海证券交易所网站（http://www.sse.com.cn）发 布本公司 2025 年第一季度报告。为了便于广大投资者更全面深入地了解本公司 2025 年第一季度业绩和经营情况，本公司拟于 2025 年 4 月 23 日 17:30-18:30 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 1 会议召开时间：2025年4月23日（星期三）17:30-18:30 会议召开方式：电话会议 电话会议拨入号码： 如投资者决定通过电话参加会议，请联系SPRG_COSL@sprg.com.hk或致电（852） 2114 2825、（852）2864 4894获取电话会议拨入密码。 投资者可于2025年4月18日（星期五）23:59前将相关问题通过电子邮件的形式发 送至中海油田服务股份有限公司（下称"本公司"或"公司"）投资者关系邮 箱：cosl@cosl.com.cn。本公司将于2025年第一 ...

内容概要：近年来，天津市围绕深入实施高质量发展"十项行动"，推进科技创新、产业焕新、城市更 新，有效盘活存量、培育增量、提升质量，不断健全机制、创新方法，着力提升改革的精准性、针对 性、实效性，以更大的决心和力度不断推动改革工作取得新成效。在政府部门大力推动下，天津在新质 生产力方面稳步发展，"三新""三量"取得了明显成效，绿色石化、高端装备、汽车制造等产业核心竞争 力不断提升，为经济高质量发展注入了新的动力和活力。 上市企业：渤海化学（600800）、海油工程（600583）、中海油服（601808）、长荣股份（300195）、 建科智能（300823）、捷强装备（300875）、美腾科技（688420）、凯发电气（300407） 相关企业：中国石油化工股份有限公司天津分公司、中海石油（中国）有限公司天津分公司、中国石油 天然气股份有限公司大港油田分公司、天津渤海化工集团有限责任公司、天津得川石化有限公司、中沙 （天津）石化有限公司、中石化（天津）石油化工有限公司、彼合彼方机器人（天津）有限公司、天津 超众机器人科技有限公司、艾普斯（天津）工业组装技术有限公司、天津朗誉机器人有限公司、伽利略 （天津）技术有 ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, indicating potential for excess returns in certain segments under tariff impacts [4][5]. Core Insights - The petrochemical index has historically underperformed the broader market, but segments like refining and oil services have shown periods of excess returns [5][6]. - As of April 11, 2025, refining margins for major domestic refineries reached 767 CNY/ton, with a significant month-on-month increase of 24.16% [9]. - The report highlights that the current procurement of crude oil in China is primarily from Russia and Middle Eastern countries, limiting the impact on refining costs from U.S. imports [9]. - The oil service sector is expected to continue its upward trend due to domestic requirements for increased reserves and production [11]. Summary by Sections Upstream Sector - Brent crude oil prices closed at 64.76 USD/barrel on April 11, 2025, reflecting a decrease of 1.25% from the previous week [20]. - The number of active oil rigs in the U.S. decreased to 583, down by 7 rigs week-on-week [30]. Refining Sector - The report notes a recovery in refining profitability, with domestic refining margins improving significantly [9]. - The Singapore refining margin for major products was reported at 9.87 USD/barrel, down by 4.08 USD/barrel from the previous week [9]. Polyester Sector - PTA profitability has increased, with the average price in East China at 4316.25 CNY/ton, down 11.43% week-on-week [9]. - The report suggests that the polyester industry is currently underperforming but may improve as new capacities are expected to taper off in the coming years [9]. Investment Recommendations - The report recommends focusing on high-quality refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong due to favorable competitive dynamics [16]. - It also suggests looking at companies with high dividend yields like China Petroleum and China National Offshore Oil Corporation [16]. - For the ethylene production segment, Satellite Chemical is highlighted as a key player due to favorable supply-demand dynamics [16]. - In the polyester sector, companies like Tongkun Co. and Wankai New Materials are recommended as they are expected to benefit from tightening supply-demand conditions [16].

Core Points - The CSI All Share Oil and Gas Extraction and Oilfield Services Index opened at 3989.28 points and has seen a decline of 2.47% in the past month, 1.93% in the past three months, and 6.22% year-to-date [1] - The index is designed to reflect the overall performance of different industry companies within the CSI All Share Index, categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Index Composition - The top ten weighted companies in the CSI All Share Oil and Gas Extraction and Oilfield Services Index are: CNOOC Engineering (14.9%), Jereh (14.77%), CNOOC Development (9.84%), China Oilfield Services (9.69%), Sinopec Oilfield Service (9.31%), China National Petroleum Engineering (6.66%), Hongtian (3.84%), Sinopec Machinery (3.69%), Deweier (2.98%), and Haimer Technology (2.96%) [1] - The market segments of the index holdings show that the Shanghai Stock Exchange accounts for 62.59%, the Shenzhen Stock Exchange for 36.79%, and the Beijing Stock Exchange for 0.62% [2] - In terms of industry composition, oilfield services represent 50.78% and oil and gas extraction represent 49.22% of the index holdings [2] Index Adjustment - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample adjustments, which are generally fixed until the next scheduled adjustment [2] - Temporary adjustments occur when the CSI All Share Index samples are modified, and changes in industry classification due to special events will also prompt corresponding adjustments in the index samples [2]

Investment Rating - The report does not explicitly state an investment rating for the oil processing industry Core Insights - The report highlights a downward adjustment in the 2025 crude oil inventory forecast by EIA, indicating a more cautious outlook on supply and demand dynamics in the oil market [1][20] Summary by Sections Crude Oil Price Overview - As of April 9, 2025, Brent crude, WTI, Russian ESPO, and Russian Urals prices were $65.48, $62.35, $56.53, and $65.49 per barrel respectively, with month-to-date changes of -5.48% for Brent and -5.57% for WTI [7][8] Crude Oil Inventory - As of April 4, 2025, total U.S. crude oil inventory was 83,905.5 million barrels, with a month-on-month increase of 824.4 million barrels [14][19] - IEA, EIA, and OPEC predict global crude oil inventory changes for 2025 to be +57.52, +3.11, and -138.23 thousand barrels per day respectively, with an average forecast change of -25.87 thousand barrels per day [20] Crude Oil Supply - The 2025 global crude oil supply forecasts by IEA, EIA, and OPEC are 10,448.69, 10,416.72, and 10,381.77 million barrels per day respectively, reflecting increases from 2024 [26] - For Q1 2025, the predicted year-on-year supply increments are +150.86, +120.55, and +144.82 thousand barrels per day from IEA, EIA, and OPEC respectively [26] Crude Oil Demand - The 2025 global crude oil demand forecasts by IEA, EIA, and OPEC are 10,391.17, 10,413.61, and 10,520.00 million barrels per day respectively, with year-on-year increases from 2024 [20] - For Q1 2025, the predicted year-on-year demand increments are +123.54, +188.93, and +144.24 thousand barrels per day from IEA, EIA, and OPEC respectively [20] Related Listed Companies - The report mentions several related companies including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [1][2]