Group 1 - The core viewpoint of the article highlights that the wholly-owned subsidiary of the company has signed a $359 million EPSCC contract with Total, indicating a deepening collaboration with an international energy giant [1] - The contract amount represents 3.15% of the company's revenue for 2024, showcasing the company's professional technical level and construction management capabilities in the oil engineering sector [1] - The new contract signifies a major breakthrough for the company in expanding its overseas market presence, with a steady increase in new contract amounts [1] Group 2 - The company has significantly enhanced its engineering technical service capabilities and is actively expanding into high-quality overseas markets, with new contracts in the overseas market reaching 19.6 billion yuan, a year-on-year increase of 71.8% [1] - The domestic and international oil service industry remains at a high level of prosperity, which is expected to continuously benefit the company [1] - The company is actively seeking high-quality clients in both domestic and international markets, positioning itself for high-quality development [1]
研报掘金丨光大证券:石化油服与国际能源巨头合作深化,维持AH股“增持”评级