智通财经APP获悉，中银国际发布研报称，中海油田服务(02883)今年上半年净利润同比增长23%，至 19.64亿元人民币，符合该行预测，并已达该行对其原定全年预测的49%。该行预计公司下半年盈利将 与上半年持平，尽管在高租金区域开始营运的钻井设备将对盈利作出贡献，但其他业务板块面临的不利 因素将抵销增长。虽然中银国际将中海油田服务2025至2027年盈利预测下调3%至11%，并将其目标价 从9.39港元下调至9.05港元，惟重申"买入"评级。 ...

中银国际发布研报称，中海油田服务(02883)今年上半年净利润同比增长23%，至19.64亿元人民币，符 合该行预测，并已达该行对其原定全年预测的49%。该行预计公司下半年盈利将与上半年持平，尽管在 高租金区域开始营运的钻井设备将对盈利作出贡献，但其他业务板块面临的不利因素将抵销增长。虽然 中银国际将中海油田服务2025至2027年盈利预测下调3%至11%，并将其目标价从9.39港元下调至9.05港 元，惟重申"买入"评级。 ...

长江商报奔腾新闻记者 沈右荣 中国最大的海上钻井承包商中海油服（601808.SH）经营业绩稳健增长。 8月26日晚，中海油服披露了2025年半年度业绩报告。上半年，公司实现营业收入233.2亿元，同比增长 3.51%；归母净利润19.64亿元，同比增长23.33%。 长江商报奔腾新闻记者发现，2022年中期以来，中海油服中期营收净利已经连续四连增。2022年中期到 2024年中期，公司实现的营业收入分别为152.13亿元、188.74亿元、225.29亿元，同比增长19.45%、 24.07%、19.37%；归母净利润分别为11.03亿元、13.39亿元、15.92亿元，同比增长37.57%、21.12%、 18.92%，均为快速增长。 中海油服取得了持续增长的经营业绩并不容易。在半年报中，中海油服表示，2025年上半年，公司主动 从增储上产的参与者向功能价值的创造者转变，充分释放资源潜能，敏锐捕捉市场需求变化，持续推动 技术服务向高品质和多样化升级，深度挖掘价值增长点。 中海油服深耕全球市场，国际市场收入占比逐步攀升。2023年、2024年，公司来自国际市场的收入占比 分别为21.47%、22.53%，2 ...

中海油服今年以来股价跌4.05%，近5个交易日涨2.20%，近20日涨1.55%，近60日涨8.11%。 资料显示，中海油田服务股份有限公司位于河北省三河市燕郊经济技术开发区海油大街201号，成立日 期2001年12月25日，上市日期2007年9月28日，公司主营业务涉及石油及天然气勘探、开发及生产的各 个阶段,主要分为钻井服务、油田技术服务、船舶服务、物探勘察服务四大板块。主营业务收入构成 为：油田技术服务57.26%，钻井服务27.34%，船舶服务9.87%，物探采集和工程勘察服务5.53%。 8月27日，中海油服盘中下跌2.04%，截至13:20，报14.41元/股，成交1.38亿元，换手率0.32%，总市值 687.59亿元。 资金流向方面，主力资金净流出1874.27万元，特大单买入181.79万元，占比1.31%，卖出319.41万元， 占比2.31%；大单买入2389.36万元，占比17.25%，卖出4126.01万元，占比29.79%。 中海油服所属申万行业为：石油石化-油服工程-油田服务。所属概念板块包括：中特估、油气改革、证 金汇金、天然气、H股等。 责任编辑：小浪快报 分红方面，中海油服 ...

里昂发布研报称，中海油田服务(02883)的钻井平台利用率回升至90%以上令市场振奋。该行认为，公司 拥有更强的定价能力，从而为其钻井业务带来显著的营运杠杆。如果集团能同时改善钻井服务，届时将 提供双重动力，推动更显著的重新评价。该行上调中海油田服务2025至27年的每股盈利预测0至1%，将 H股目标价由8.4港元上调至9.3港元，A股目标价则由18.3元人民币升至19.5元人民币，并维持"跑赢大 市"评级。 ...

智通财经APP获悉，里昂发布研报称，中海油田服务(02883)的钻井平台利用率回升至90%以上令市场振 奋。该行认为，公司拥有更强的定价能力，从而为其钻井业务带来显著的营运杠杆。如果集团能同时改 善钻井服务，届时将提供双重动力，推动更显著的重新评价。该行上调中海油田服务2025至27年的每股 盈利预测0至1%，将H股目标价由8.4港元上调至9.3港元，A股目标价则由18.3元人民币升至19.5元人民 币，并维持"跑赢大市"评级。 ...

Financial Data and Key Metrics Changes - The company reported a net profit growth of over 20% year on year for H1 2025, indicating strong financial performance [2][4]. Business Line Data and Key Metrics Changes - The Drilling Services segment experienced growth in both volume and price, with a 28% year-on-year increase in daily rates for jackup drilling rigs [5][8]. - The Well Services segment saw a decline in revenue by approximately $400 million and a profit decrease of about $110 million to $130 million, attributed to a reduced customer base and increased competition [6][14]. Market Data and Key Metrics Changes - The company operates 13 drilling rigs overseas, with contracts secured until 2029 or 2030 in regions like Norway and the Middle East, suggesting stability in overseas operations [5][11]. - The oil price is forecasted to remain stable at around USD 65 to USD 70, which is considered a reasonable level for the industry [5][10]. Company Strategy and Development Direction - The company aims to become an internationally first-rate oilfield service provider, focusing on technological leadership and innovation [33][34]. - There is a clear goal to broaden the customer base and enhance innovation capabilities, with significant investments in technology [35][36]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining daily rates due to secured contracts and a stable operational environment despite macroeconomic uncertainties [12][20]. - The company plans to control costs and increase revenue, emphasizing the importance of operational efficiency [17][20]. Other Important Information - The company completed a loan repayment of $1 billion, utilizing both self-owned capital and borrowed funds to optimize its debt structure [15][16]. - The company is focusing on developing made-in-China drilling rigs, which are expected to provide cost-effective solutions in a low to medium oil price environment [26][27]. Q&A Session Summary Question: Concerns about Drilling Services segment and daily rate stability - Management indicated that the daily rates for drilling services are expected to remain stable due to secured contracts and a favorable market outlook [5][10]. Question: Reasons for decline in Well Services segment - The decline was attributed to a reduced customer base in China and increased competition, leading to changes in the charging model [6][14]. Question: CapEx adjustments and fund utilization - Management confirmed that the decline in revenue was more pronounced overseas, particularly in Southeast Asia, and discussed the repayment of debts using self-owned capital [13][15]. Question: Future plans for old and new vessels - The company is optimizing its vessel fleet and has made progress in this area, focusing on both the disposal of older vessels and the development of new ones [25][30].

Financial Data and Key Metrics Changes - The company reported a net profit growth of over 20% year on year for the first half of 2025 [3][5][35] - Operational efficiency has improved, and the company's value creation capabilities have strengthened both domestically and internationally [3][4] Business Line Data and Key Metrics Changes - In the Drilling Services segment, daily rates for jackup drilling rigs increased by 28% year on year [10][12] - The Well Services segment experienced a revenue decline of approximately $400 million and a profit decrease of about $110 million to $130 million [7][16] - The customer base for Well Services in China decreased, impacting revenue and profitability [8][16] Market Data and Key Metrics Changes - The company has 13 drilling rigs overseas, with contracts secured until 2029 or 2030 in regions like Norway and the Middle East [6][12] - The oil price is forecasted to remain stable at around USD 65 to USD 70, which is considered a reasonable medium level for the industry [6][12] Company Strategy and Development Direction - The company aims to become an internationally first-rate oilfield service provider, with a focus on technological leadership and innovation [35][36] - Plans include broadening the customer base and developing new products based on technological innovations [38][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining daily rates due to stable contracts and investments in key regions despite macroeconomic uncertainties [14][20] - The company is focused on cost management and efficiency improvements to navigate market volatility [20][23] Other Important Information - The company completed a loan repayment of $1 billion using self-owned capital and borrowed funds, optimizing its debt structure [17][18] - The company is actively working on designing and promoting made-in-China drilling rigs, with positive industry recognition [29][30] Q&A Session Summary Question: Concerns about Drilling Services segment and daily rate stability - Management indicated that overseas contracts are stable, and daily rates are expected to remain steady despite low oil prices [6][12] Question: Reasons for decline in Well Services segment - The decline was attributed to a decrease in the customer base in China and increased competition in the oilfield chemical industry [8][16] Question: Future CapEx adjustments and fund utilization - Management confirmed that the revenue decline was primarily from China, and they have optimized their debt structure to manage funding needs [17][18] Question: Impact of old vessel disposal and new vessel plans - The company is focusing on optimizing its vessel fleet and has made progress in this area [28] Question: Future prospects for new drilling rigs - Management is optimistic about the prospects for new drilling rigs and plans to move into concrete building works in the near future [29][30]

Disclaimer The information contained in this presentation is intended solely for your personal reference. In addition, such information contains projections and forward-looking statements that rellect the Company's current views with respect to future events and financial performance. These views are based on assumptions subject to various risks. No assurance can be given that future events will occur, that projections will be achieved, or that the Company's assumptions are correct. Actual results may diffe ...

（记者 胡玲） 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 2024年1至12月份，中海油服的营业收入构成为：油田技术服务占比57.26%，钻井业务占比27.34%，船 舶服务占比9.87%，物探和工程勘察服务占比5.53%。 每经AI快讯，中海油服（SH 601808，收盘价：14.71元）8月27日发布公告称，公司2025年第三次董事 会会议于2025年8月26日在深圳以现场表决方式召开。会议审议了《关于取消监事会并修订 <公司章程> 的议案》等文件。 ...