EBSCN(601788) 证券时报网·2025-01-23 01:05Core Insights - The report from Everbright Securities indicates that exploration and development investment growth, along with the expansion of technology application scenarios, will significantly benefit oil service companies [1] Industry Overview - By 2030, global primary energy consumption is expected to reach 16.6 billion tons of oil equivalent, with fossil energy consumption accounting for 76%, and oil and gas making up over half (51.8%) of this figure [1] - Marine oil and gas production is projected to account for approximately one-third of global output [1] - There is a noticeable trend of resource degradation in global oil and gas, leading to increased technical challenges in exploration and development [1] Challenges and Opportunities - The exploration and development are moving towards more complex fields such as deep-water, low-permeability, and complex lithology, which present significant technical difficulties [1] - Existing oil fields face high extraction rates and high water content, making further potential extraction and stable production increasingly challenging [1] - These challenges create valuable opportunities for oil service companies to expand their business [1] Company Focus - Companies like CNOOC Services and Offshore Engineering are focusing on technological development and breakthroughs, establishing a system for technological innovation [1] - These companies are expected to benefit from the improved industry outlook and the expansion of the technical service market [1] - Suggested companies to watch include China National Offshore Oil Corporation, CNOOC Services, and Offshore Engineering [1]