智通财经APP获悉，安东油田服务(03337)盈喜后涨超8%，截至发稿，涨7.44%，报1.3港元，成交额 1691.2万港元。 消息面上，安东油田服务发布公告，预期2025年权益持有人应占利润约为3.6亿元至3.8亿元人民币，同 比大幅增长48.4%至56.6%。主要由于随着集团全球化业务的持续拓展及阿米巴经营的持续深化，集团 业务规模持续拓展，收入及毛利持续增长；集团于2025年一月完成美元债的全部到期偿付，财务费用较 去年同期大幅下降。 据悉，安东油田服务深耕伊拉克油服市场。公司近期公布集团未来三年战略规划及2026年战略指引。长 期战略目标：建设全球领先的油气(能源)资产增值管理一体化服务平台公司。未来三年战略规划：进化 升维战略定位；稳步建造平台化生态式结构；深入创新一体化解决方案；持续发展全球市场平台；不断 提升作业交付能力；迭代优化合伙创新创业管理。 ...

Core Insights - The company aims to build a globally leading integrated service platform for oil and gas asset value management over the next three years, with a focus on evolving its strategic positioning and enhancing operational capabilities [1][2]. Strategic Planning - The long-term strategic goal is to evolve into a global leader in integrated oil and gas asset value management, with three key phases: becoming an innovative, leading integrated oilfield technology company by 2025, transitioning to a leading integrated service platform by 2026-2030, and establishing a global leader in energy asset management post-2030 [2]. - The company plans to construct a platform-based ecological structure, emphasizing a well-defined industrial structure, global market platform, and efficient governance system, while addressing customer pain points through innovative solutions [2]. Innovation and Solutions - The focus will be on developing integrated oilfield technology services, smart management services, and asset management services, with goals to double early indicators such as business opportunities and order volumes by 2026 [3]. - The company aims to enhance its capabilities in energy project management, digital business, and supply chain services, targeting rapid growth in these areas over the next five years [3]. Global Market Development - The company will prioritize sustainable development in global markets, particularly in China, Iraq, and new global markets, while deepening relationships with long-term clients and expanding its customer base [4]. - Efforts will be made to enhance online presence and e-commerce capabilities, creating a globally influential industry e-commerce platform and improving communication with clients [4]. Operational Excellence - The company seeks to improve its operational delivery capabilities by leveraging global resources, expanding partnerships, and optimizing supply chain logistics to enhance project execution and customer experience [5]. Innovation Management - The company will adopt agile organizational structures and innovative management methods to drive market-oriented solutions and encourage rapid adaptation to changes [5]. - A focus on early indicators and data-driven management will enhance profitability and cash flow generation [5].

Core Viewpoint - The company anticipates significant fluctuations in international oil prices due to supply-demand dynamics, tariff uncertainties, and geopolitical risks, while the global natural gas industry is experiencing robust growth driven by demand in Asia and the Middle East [1] Group 1: Company Performance - In Q4 2025, the company reported new orders amounting to RMB 20.84 billion, a decrease of 20.0% compared to the same period last year [1] - New orders from the Iraq market totaled approximately RMB 11.67 billion, reflecting a decline of 30.5% year-on-year due to a high base from a large integrated service project won in the previous year [2] - New orders from other overseas markets reached approximately RMB 2.567 billion, showing a significant increase of 525.8% year-on-year [2] - In the Chinese market, new orders amounted to approximately RMB 6.601 billion, down 29.1% compared to the previous year, impacted by delays in client project bidding plans [2] Group 2: Strategic Positioning - The company is upgrading its strategic positioning to become an integrated service provider for oil and gas asset value management, focusing on joint innovation with clients and offering comprehensive solutions [1] - The company aims to continuously develop its global market platform and optimize its partnership innovation management to create a new ecosystem for business [1]

Core Viewpoint - Antonoil Services (03337) announced that in Q4 2025, international oil prices are expected to experience significant volatility due to a more relaxed supply-demand balance, uncertainties regarding tariffs, and geopolitical risks. Meanwhile, the global natural gas industry is thriving, particularly in Asia and the Middle East, driven by demand, with ongoing investments and project developments in the LNG sector [1]. Group 1: Strategic Positioning - The company is upgrading its strategic positioning to become an "integrated service company for oil and gas (energy) asset value management," focusing on joint innovation with clients to provide integrated solutions and continuously develop its global market platform [1]. Group 2: Order Performance - In Q4, the company secured new orders amounting to RMB 2.084 billion, representing a 20.0% decrease compared to the same period last year. Specifically, new orders from the Iraq market were approximately RMB 1.167 billion, down 30.5% year-on-year; new orders from other overseas markets were about RMB 256.7 million, up 525.8%; and new orders from the Chinese market were around RMB 660.1 million, down 29.1% [1]. - In the overseas market, the company won contracts for oilfield operation and maintenance services, energy storage renovation technology services, and fracturing pumping technology services in Iraq, with new orders totaling RMB 1.167 billion. The decline of 30.5% year-on-year is attributed to a high base from last year's large integrated service project order [1]. - In other overseas markets, the company secured multiple large orders, including well services, mud services, and production equipment services, resulting in a year-on-year increase of 525.8% in new orders [1]. - In the Chinese market, the company won contracts for drilling technology services, sand control and water management technology services, and fracturing stimulation technology services. However, the new orders in this market decreased by 29.1% year-on-year due to delays in the bidding plans for some projects by clients [2].