中海油田服務股份有限公司 CHINA OILFIELD SERVICES LIMITED (於中華人民共和國註冊成立之股份有限公司) （股票代號：2883） 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條 規定而作出。 2025年8月26日 於本公告日期，本公司執行董事為趙順強先生（董事長）、盧濤先生 及肖佳先生；本公司非執行董事為范白濤先生及劉秋東先生；本公司 獨立非執行董事為趙麗娟女士、郭琳廣先生及姚昕先生。 中海油田服务股份有限公司 2025 年半年度报告 公司代码：601808 公司简称：中海油服 中海油田服务股份有限公司 2025 年半年度报告 1 / 135 中海油田服务股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 未出席董事情况 | 未出席董事职务 | 未出席董事姓名 | 未出席董事的原因说明 | 被委托人姓名 | | --- | --- | --- | --- | | 董事 | 卢涛 | ...

Group 1 - The construction of the Chang-Zhu Cross-Line Bridge's right main structure has successfully completed, marking a significant milestone for the key provincial project [1][3] - The bridge features a total width of 61.5 meters and a length of 330 meters, with a maximum single-span of 60 meters, setting a record for single-span steel box girder bridges on the Chang-Zhu Expressway [3] - Advanced walking push technology was utilized to precisely push an 800-ton giant steel box girder to the designated pier, ensuring high safety and quality standards throughout the construction process [3][4] Group 2 - Labor East Road is a critical transportation axis for Changsha, linking the high-speed rail new city with the airport economic demonstration zone, which is essential for enhancing regional connectivity [4] - The project aims to significantly improve regional traffic efficiency and reduce the travel time between Huanghua International Airport and the main urban area, injecting new momentum into industrial collaboration in Changsha Economic Development Zone and the entire city [4]

Core Viewpoint - Guangdong is committed to deepening reforms and expanding high-level opening-up, providing new cooperation opportunities for countries including Brazil [1] Group 1: Cooperation Areas - Guangdong aims to strengthen cooperation with Brazil in various fields such as economic and trade investment, disaster prevention and reduction, ports, logistics, agriculture, technology, education, and friendly city exchanges [1] - The meeting emphasizes the importance of implementing the consensus reached by the leaders of both countries [1] Group 2: Strategic Intent - The visit is seen as an opportunity to deepen collaboration in regional development, emergency management, technological innovation, ports, airports, and new energy [1] - Both parties express a desire for mutual benefit and win-win outcomes through enhanced cooperation [1]

Economic Growth - Macau's GDP for Q2 2025 reached 100.38 billion MOP, showing a year-on-year growth of 5.1%, despite a 1.3% decline in Q1, resulting in a 1.8% growth for the first half of the year [1] - The tourism sector is a key driver of Macau's economic recovery, supported by various central government policies [2][3] Tourism Recovery - The number of inbound tourists to Macau exceeded 19.21 million in the first half of the year, marking a 14.9% increase year-on-year, with significant growth from Zhuhai (57.0%) and the Greater Bay Area [2] - The "Tourism+" initiative has diversified tourism offerings, attracting a younger and more family-oriented demographic [3] Cultural Integration - The successful application for UNESCO World Heritage status for Macau's historical district has enhanced cultural tourism, with events like the International Culinary City Carnival promoting local culture [4][5] - Various cultural events and festivals are continuously held, contributing to Macau's reputation as a "City of Events" and enhancing the tourism environment [6] Investment and Development - The development of the Hengqin Guangdong-Macau Deep Cooperation Zone is expected to attract more investment and talent, supporting Macau's economic diversification [7] - In the first five months of the year, the cooperation zone saw a 15.91% increase in VAT invoices, indicating strong growth in sectors like manufacturing and information services [7] Government Initiatives - The new government has outlined major projects aimed at long-term economic development, reinforcing confidence in Macau's stable growth trajectory [8]

Economic Performance - The GDP of Shanghai reached 26,222.15 billion yuan, with a year-on-year growth of 5.1% in the first half of the year [1] - Jiangsu's GDP was 66,967.8 billion yuan, growing by 5.7% year-on-year [1] - Zhejiang's GDP stood at 45,004 billion yuan, with a growth rate of 5.8% [1] - Anhui's GDP reached 25,723 billion yuan, showing a year-on-year increase of 5.6% [1] - The total economic output of the four regions exceeded 160,000 billion yuan, with all showing growth rates above 5% [1] Emerging Industries - Strategic emerging industries are rapidly developing, with Shanghai's leading industries' manufacturing output increasing by 9.1% year-on-year [1] - Jiangsu's high-tech industry accounted for 51.8% of the total industrial output [1] - Zhejiang's revenue from computing services, data services, algorithm models, and smart terminals maintained double-digit growth [1] - Anhui's computer, communication, and other electronic equipment manufacturing grew by 27.8% [1] Trade and Logistics - The import and export scale of the Yangtze River Delta reached 81.6 billion yuan, with a year-on-year growth of 5.4%, accounting for 37.4% of the national total [2] - The logistics efficiency has significantly improved, with the time for cargo transport reduced from one week to as little as one day due to new rail-sea intermodal services [3] - A digital "trade chain" utilizing blockchain technology has been established, supporting over 300,000 enterprises in enhancing trade efficiency [3] Consumer Market - The policy of replacing old consumer goods has shown positive effects, with retail sales of energy-efficient home appliances in Shanghai increasing by 63.9% [4] - In Jiangsu, retail sales of old-for-new related products grew by 9.4% year-on-year [4] - In Zhejiang, retail sales of various consumer electronics and appliances saw year-on-year growth rates exceeding 60% [4]

Core Viewpoint - The article highlights China's significant investment in infrastructure, particularly the completion of a 750 kV ultra-high voltage power line in the Taklamakan Desert, showcasing the country's long-term vision and strategic planning in energy and resource management [1][3][11]. Group 1: Infrastructure Development - The 750 kV ultra-high voltage power line spans nearly 4,200 kilometers, encircling the Taklamakan Desert, and represents a monumental engineering achievement in a challenging environment [3][5]. - The construction involved laying 480,000 square meters of grass grids to protect the power network from shifting sands, demonstrating a meticulous approach to infrastructure development [5][7]. Group 2: Economic Impact - The project is expected to generate significant economic benefits, with one small county projected to increase its tax revenue by 200-300 million yuan annually from selling electricity, effectively acting as a "money printing machine" for the local economy [5][7]. - The availability of stable and affordable electricity in southern Xinjiang, where industrial electricity costs only 0.45 yuan per kilowatt-hour, is anticipated to save companies over 100 million yuan in production costs each year [5][7]. Group 3: Resource Potential - The Taklamakan Desert, often referred to as a "sea of death," is rich in resources, including over 5,600 billion cubic meters of shale gas, 136 million tons of crude oil, and various minerals, which can now be accessed due to the new power infrastructure [7][9]. - The investment is projected to attract over 28.3 billion yuan in industrial investment and create more than 8,000 jobs, indicating a substantial economic transformation in the region [7][9]. Group 4: Strategic Positioning - Xinjiang's geographical location at the center of the Eurasian continent and its role as a key point in the China-Europe Railway Express and the China-Pakistan Economic Corridor enhance its strategic importance for trade and logistics [9][11]. - The ±1100 kV ultra-high voltage transmission project enables electricity to be delivered from Xinjiang to Anhui in just 0.01 seconds, further integrating the region into national and global energy networks [9][11].

Group 1 - The European Commission proposed funding of €218 billion for underdeveloped regions [1] - The proposal includes an allocation of €451 billion for the European Competitiveness Fund [1]

Core Viewpoint - The meeting between Egyptian President Sisi and Sudan's Sovereign Council Chairman Burhan focused on the latest developments in Sudan's domestic situation, efforts for restoring peace and stability, and bilateral relations [1] Group 1: Support for Sudan - Sisi reiterated Egypt's firm support for Sudan's unity, sovereignty, security, and stability [1] - Both parties acknowledged the severe humanitarian situation faced by the Sudanese people and emphasized the importance of increasing support and aid [1] Group 2: Regional Development and Water Security - The discussion included regional development issues, particularly in the Nile River basin and the Horn of Africa [1] - Both leaders stressed the need for coordinated and joint actions to protect water resource security and opposed unilateral measures in the Blue Nile basin [1] - They also emphasized the necessity of respecting international law to achieve the common interests of all countries in the basin [1]

Core Viewpoint - The opening of the Hu-Ning Yangtze River High-Speed Railway has significantly enhanced regional development, facilitating economic growth and tourism in the Yangtze River Delta region [1][2]. Group 1: Economic Impact - The Hu-Ning Yangtze River High-Speed Railway has connected cities like Zhangjiagang, Changshu, and Taicang to the "one-hour economic circle" of the Yangtze River Delta, leading to rapid increases in investment and the number of high-tech enterprises [1]. - The railway has enabled flexible commuting for talent across cities, promoting the rapid transformation of technological achievements [1]. Group 2: Tourism Development - The high-speed rail network has created a "fast travel, slow tour" model, allowing tourists to enjoy the Jiangnan region at a more leisurely pace, enhancing the tourism experience [1]. - Various local projects, such as unique homestays and intangible cultural heritage experiences, have been developed to attract more visitors, contributing to the vitality of the tourism market and supporting rural revitalization [1]. Group 3: Passenger Volume and Accessibility - Since its opening on September 28, 2023, the Hu-Ning Yangtze River High-Speed Railway has safely transported over 19 million passengers, becoming a vital line for public transport, tourism, and shared prosperity [2]. - The railway has greatly facilitated the movement of people, goods, capital, and information, enhancing the efficiency and convenience of these flows in the region [2].

Core Viewpoint - Guian New Area aims for significant transformation over three years, focusing on creating a market-oriented, law-based, and international business environment, with specific targets for development and service improvement [1][4]. Group 1: Development Goals - The development goal is set as "one year a change, three years a transformation," emphasizing high-quality growth [4]. - Over the past three years, Guian New Area has attracted major companies, including Huawei and BYD, signing over 200 significant projects with a total investment of 99.112 billion yuan and actual funds reaching 40 billion yuan [4]. Group 2: Legal Environment - Guian New Area has implemented a "tolerant and prudent regulation" model, enhancing regulatory compliance and market order [5]. - The area has established a transparent regulatory mechanism, resulting in a significant increase in new business registrations, with 8,922 new market entities established in 2023 [5]. Group 3: Administrative Efficiency - The area has centralized 105 administrative approval items, achieving a concentration rate of 60.1% and reducing approval times by 40% [6]. - The number of administrative service items has increased from 1,177 to 1,948, a growth rate of 65.51%, with online processing rates rising to 95.24% [6][7]. Group 4: Business Environment - Guian New Area has improved public services, adding 8,310 new school places and establishing a regional medical center [8]. - The area has developed nine mature community business circles and twelve commercial streets, enhancing local commerce [8]. Group 5: Integrity and Governance - The area has focused on creating a "clean" business environment, addressing issues of corruption and inefficiency in service delivery [9]. - A total of 27 significant issues have been rectified, reinforcing the integrity of the business environment [9]. Group 6: Open Environment - Guian New Area has facilitated trade and investment, registering 24 foreign-funded enterprises and utilizing foreign capital of 1.08 million USD [10]. - Customs procedures have been streamlined, achieving a 98% paperless rate and significantly reducing clearance times for imports and exports [10].