Group 1 - The core viewpoint of the articles highlights the performance and valuation of PetroChina Oilfield Services Co., Ltd., indicating a current stock price of 1.84 yuan with a PE ratio of 51.93, which is the lowest in 16 days, and a total market capitalization of 34.922 billion yuan [1][2] - The company operates in the oil and gas engineering and technical services sector, focusing on geophysical, drilling, logging, special downhole operations, and engineering construction [1] - As of the first quarter of 2025, the company reported a revenue of 17.850 billion yuan, a year-on-year decrease of 3.69%, and a net profit of 0.218 billion yuan, reflecting a year-on-year increase of 23.00% with a gross profit margin of 8.11% [1] Group 2 - The average PE ratio for the extraction industry is 26.35, with a median of 35.27, positioning PetroChina Oilfield Services at the 18th rank within the industry [1][2] - The company has made significant advancements in technology, with 15 provincial and ministerial scientific and technological awards, 1,034 patent applications, and 779 authorized patents in 2024 [1] - The company is supported by seven institutional investors, holding a total of 11,161,010 shares valued at 21.541 billion yuan [1]

Summary of Conference Call on Deep Sea Technology and Related Companies Industry Overview - The deep sea technology sector is highlighted in the 2025 government work report, indicating strong national commitment to its development [2][2] - Deep sea technology is recognized as a crucial component of new productivity, expected to enhance the performance of related companies, particularly in materials, equipment, and engineering services [2][2] Key Companies and Their Prospects 1. **Macco Xincai** - Leading domestic industrial coatings company, benefiting from rising container shipping prices, with container coatings revenue expected to grow over 200% year-on-year [2][4] - Holds over 40% market share in wind turbine blade coatings and is expanding into marine coatings, indicating potential for significant performance breakthroughs [2][4] 2. **Dalian Heavy Industry** - A major machinery manufacturing enterprise with steady revenue and profit growth, expected to see a 40% year-on-year profit increase in 2025 [2][5] - New high-end wind power casting capacity supports future growth, with a strong order backlog from 2021 to 2024 [2][5][16] 3. **CNOOC (China National Offshore Oil Corporation)** - A leader in China's offshore and deep-sea sectors, with significant technological capabilities and a strong production record [2][8] - "Deep Sea No. 1" project has produced over 110 billion cubic meters of natural gas, with further production expected from rich reserves in the South China Sea [2][9] 4. **CNOOC Engineering** - Benefiting from high capital expenditure from CNOOC, with expected performance growth of 10%-20% in 2025 [2][10] - Plans to establish a base in the Middle East to enhance operational efficiency and reduce costs [2][15] 5. **CNOOC Services** - Engaged in high-precision technical services, filling gaps in China's 3D seismic exploration data [2][12] - Expected to maintain rapid growth over the next 1-2 years, with a low valuation of around 8 times PE, indicating investment potential [2][12] Financial Insights - CNOOC's capital expenditure is projected to remain high, between 100 billion to 130 billion, with production growth rates of 3%-5% anticipated [2][13] - CNOOC's A-share price is approximately 30% higher than its Hong Kong counterpart, with potential for this discount to narrow as liquidity improves [2][14] Market Trends and Recommendations - The deep sea economy is expected to drive growth in oil and gas engineering and services sectors [2][7] - Recommended companies to watch include Macco Xincai, Dalian Heavy Industry, CNOOC Engineering, and CNOOC Services, all of which are positioned to benefit from advancements in energy and deep sea technology [2][19] Conclusion - The deep sea technology sector is poised for significant growth, supported by government policy and increasing demand, with several key companies likely to benefit from this trend.

股东方面，截至2025年3月10日，石化油服股东户数107800户，较上次增加400户，户均持股市值35.28 万元，户均持股数量2.76万股。 中石化石油工程技术服务股份有限公司的主营业务是大型综合油气工程与技术服务。公司的主要产品是 地球物理、钻井、测录井、井下特种作业、工程建设。2024年，本公司加大关键核心技术攻关和转化应 用力度，获省部级科学技术奖励15项，申请专利1034件，其中申请涉外专利9件，授权专利779件，制修 订4项国家计量技术规范、7项石油行业标准。中国石化测录井重点实验室挂牌运行，牵头成立全国石油 专用计量测试技术委员会石油钻（录）井分技术委员会。 最新一期业绩显示，2024年年报，公司实现营业收入810.96亿元，同比1.39%；净利润6.32亿元，同比 7.20%，销售毛利率7.81%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)19石化油服60.4060.404.41381.49亿行业平均 31.7132.463.45151.80亿行业中值40.4241.763.4954.59亿1海默科技-224.75163.505.1353.17亿2准油股 份-95.71-81. ...