China Oilfield Services (02883) Q1 2025 Earnings Call April 23, 2025 04:00 AM ET Moderator Good afternoon, investors and analysts. Thank you for joining us today for the China Oilfield Services Limited First Quarter twenty twenty five Earnings Conference Call. COSO is one of the world's largest oilfield service providers. Its services cover all stages of oil and gas exploration, development and production and are categorized into four main types: geophysical acquisition and surveying services drilling servi ...

Core Viewpoint - The Shanghai Composite Index opened lower but rose later, while the CSI 300 Energy Index fell by 0.82% to 2106.64 points, with a trading volume of 4.239 billion yuan. The CSI 300 Energy Index has decreased by 0.31% over the past month, 5.24% over the past three months, and 13.23% year-to-date [1]. Group 1: Index Performance - The CSI 300 Energy Index has shown a decline of 0.31% in the last month, 5.24% in the last three months, and 13.23% year-to-date [1]. - The top ten holdings in the CSI 300 Energy Index include China Shenhua (25.01%), China Petroleum (17.54%), and China Petrochemical (16.09%) [1]. Group 2: Market Composition - The CSI 300 Energy Index is composed of 96.30% from the Shanghai Stock Exchange and 3.70% from the Shenzhen Stock Exchange [2]. - The industry composition of the CSI 300 Energy Index includes coal (50.97%), integrated oil and gas companies (33.62%), and fuel refining (10.16%) [2]. Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the CSI 300 Index samples [2].

(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 ...

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 ...

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].

4月8日，中海油服今日收盘12.86元，上涨1.74%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到19.56倍，总市值613.63亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)11中海油服19.5619.561.40613.63亿行业平均 27.0825.823.10127.60亿行业中值34.3634.072.7941.22亿1海默科技-133.3096.973.0431.53亿2仁智股 份-85.37-66.5774.7923.26亿3潜能恒信-84.83-84.834.1544.80亿4准油股份-79.73-68.2718.6812.68亿5惠博 普-38.3128.381.2429.88亿6新锦动力-9.64-10.59-8.0918.50亿7中曼石油8.138.891.8671.99亿8海油发展 10.2712.071.42372.04亿9海油工程10.5810.580.87228.58亿10金诚信14.8420.352.53209.90亿 来源：金融界 股东方面，截至2014年6月30日，中海油服股东户数98641户，较上次增加477户，户均持股市值35.28万 ...

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