港股异动 | 中海油服(02883)绩后涨超6% 三季度业绩超市场预期 海外高日费钻井带动毛利率提升
智通财经网·2025-10-30 01:55

Core Viewpoint - CNOOC Services (02883) experienced a stock price increase of over 6% following the release of its third-quarter earnings report, indicating positive market sentiment towards the company's performance [1] Financial Performance - The company reported a revenue of 11.533 billion yuan for the third quarter, representing a year-on-year growth of 3.6% [1] - Net profit attributable to shareholders reached 1.246 billion yuan, showing a significant year-on-year increase of 46.1% [1] Market Expectations - According to CICC, the third-quarter performance for 2025 exceeded market expectations, with an increase in drilling operation days compared to the previous year [1] Profitability Metrics - The company's gross profit margin improved by 2 percentage points year-on-year to 13%, primarily driven by high daily rates from projects in the North Sea [1] - High-value orders from deepwater projects in Norway are expected to continue, while deepwater operations in Brazil are anticipated to gradually contribute to profits [1] Industry Outlook - There is a general recovery in global drilling activity, although oil service revenues showed a slight decline year-on-year [1]