美国油服贝克休斯：美国本周石油钻井机减少9台，至442台，创2021年10月份以来新低。 ...

受政策及监管的影响，我国的农药产品结构不断优化。近年来我国扎实推进 农药行业的减量增效，不断推动农药产品结构调整，大力发展高效低风险新 型化学农药、生物农药，逐步淘汰老旧的农药品种和剂型，对高毒高风险的 产品进行严格的管控，农药产业结构持续优化，活性高、亩有效成分使用量 小的新型农药品种使用量占比逐年增大，部分环保不达标的中小企业陆续退 出市场。未来，我国农药生产行业市场集中度将进一步提高，农药生产布局 将进一步朝着绿色清洁发展。此外，当前农药原药价格已至底部，渠道库存 拐点有望到来，根据 iFinD 数据，截至 25 年 5 月 30 日，我国农药原药价格 指数为 73.33 点，较年初增长 0.44 点，未来随着环保政策的逐渐趋严，农药 行业产能格局将进一步优化。 环保趋严，氯虫苯甲酰胺提价 ——石化化工交运行业日报第 74 期（20250605） 要点 2025 年 6 月 6 日 行业研究 友道化学发生爆炸，氯虫苯甲酰胺供应受到影响。5 月 27 日 11 时 57 分左 右，山东省潍坊市高密市友道化学有限公司发生爆炸，该公司为豪迈集团股 份有限公司控股子公司，目前主要产品包括氯虫苯甲酰胺原药及其中间 ...

2025 年 6 月 6 日 晨会速递 分析师点评 市场数据 行业研究 【基化】2025 年欧美 SAF 政策落地，国内 SAF 出口渠道顺利打通——石化化工交运 行业日报第 73 期（20250604）(增持) 投资建议：（1）持续看好低估值、高股息、业绩好的"三桶油"及油服板块。建议 关注：中国石油、中国石化、中国海油、中海油服、海油工程、海油发展；（2）持 续看好国产替代趋势下的材料企业，国产半导体材料、面板材料有望受益，建议关注： 晶瑞电材、彤程新材、奥来德；（3）看好农药化肥及民营大炼化板块，建议关注： 万华化学、华鲁恒升、华锦股份；（4）看好维生素及蛋氨酸板块，建议关注：安迪 苏、浙江医药、新和成。 风险分析：原材料快速下跌和维持高位、下游需求不及预 期风险。 公司研究 【建材】拟在新加坡上市，加快出海步伐——海南华铁（603300.SH）跟踪研究之三 十一(买入) 华铁此次拟在新加坡上市，一是有助于推动东南亚等海外智算中心的落地及原有高机 业务的全球化；二是向上游渠道延伸，保障算力设备渠道通畅并降低采购成本。我们 基本维持 25-27 年归母净利润预测为 8.48/12.02/15.23 亿元， ...

[Table_Title] 研究报告 Research Report 4 Jun 2025 阿布扎比国家石油钻井公司 ADNOC Drilling (ADNOCDRI UH) 阿布扎比国家石油钻井公司 (ADNOCDRI UH): 科威特与阿曼市场扩张进展 顺利；强劲增长战略按计划推进 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] 热点速评 Flash Analysis 近日，海通邀请了阿布扎比国家石油钻井公司（"优于大市"评级，一家位于阿布扎比的钻井和能源服务公司，同时 也是阿布扎比国家石油公司的唯一钻井服务提供商）与中国香港的几家机构投资者讨论公司的业务前景，相关内 容可另见首次覆盖：2025 年中东展望：本十年强劲能源增长的受益者。公司重点阐述了其独特的商业模式、可持 续的高利润率与回报前景，重申 2024-2028 财年股息年复合增长率不低于 10%的目标，以及其近期宣布的收购与斯 伦贝谢（未被海通国际评级）合资公司 70%的股权，以此拓展阿联酋以外市场，详见相 ...

National Energy Services Reunited (NESR) Q1 2025 Earnings Call June 03, 2025 08:00 AM ET Speaker0 Greetings, and welcome to the NESR Reports First Quarter twenty twenty five Financial Results Conference Call and Webcast. At this time, participants are in a listen only mode. You may be placed into question queue at any time by pressing star one on your telephone keypad. It's now my pleasure to turn the call over to your host, Blake Gendron, Vice President, Investor Relations. Please go ahead, Blake. Speaker1 ...

Group 1 - The company has received a surge in orders from the U.S., with a backlog totaling approximately $8 million, and plans to fulfill these orders within a month [3] - The company's precision parts are in high demand due to their competitive advantages, including a product lifespan exceeding 500 hours compared to less than 300 hours for similar products [3] - The company is a leading supplier for major global oil service companies and has consistently exported over $100 million annually, maintaining its position as the top exporter in its city [3] Group 2 - The company is diversifying its market presence by exploring new overseas markets, having developed 25 new clients in countries such as Canada, South Korea, and Saudi Arabia, with non-U.S. market orders totaling approximately $113,000 [4] - The company is focusing on upgrading its products to higher value-added components and tools, enhancing competitiveness through innovation and collaboration within the supply chain [4] - The company has established market development teams for regions like South America and Europe to expand its global business [4]

截至2025年5月23日收盘，中曼石油（603619）报收于17.23元，较上周的17.3元下跌0.4%。本周，中曼 石油5月22日盘中最高价报18.0元。5月20日盘中最低价报16.92元。中曼石油当前最新总市值79.66亿 元，在油服工程板块市值排名6/13，在两市A股市值排名1927/5148。 本周关注点 机构调研要点 5月15日2025年上海辖区上市公司年报集体业绩说明会上，中曼石油就多个问题进行了回答： 公司2024年在国内温宿区块及海外伊拉克项目均取得勘探进展。温宿区块、哈萨克斯坦坚戈油田、岸边 油田三个油田的地质储量规模为约1.33亿吨。柯柯牙油田、红旗坡油田、赛克油田合计新申报探明石油 地质储量1,323.42万吨，天然气探明储量14.02亿方；哈萨克斯坦坚戈油田C1+C2地质储量为7,853.50万 吨；岸边油田储量经评估约2,523.20万吨；伊拉克EBN区块、MF区块预测石油地质储量和资源量合计达 18.08亿吨，预测溶解气储量合计达2,009亿立方米。 公司针对国际油价波动的风险已制定多项应对措施，包括依托一体化业务优势及低成本竞争优势，巩固 公司持续盈利能力，积极拥抱数字化转型，优 ...

证券研究报告·公司深度研究·专用设备 ◼ 深耕油气行业二十余年，已进入全球油服龙头供应链 南京迪威尔高端制造股份有限公司成立于 1996 年，1998 年正式进入机械 加工制造业，深耕行业多年，已成长为全球知名的专业研发、生产和销售 油气钻采设备承压零部件的高新技术企业；产品涵盖油气生产系统专用 件、井控设备专用件及非常规油气开采专用件三大系列，广泛应用于全球 各大主要油气开采区的陆上井口、深海钻采、页岩气压裂、高压流体输送 等油气设备领域。公司目前处于成长阶段，业绩有所波动，2024 年公司实 现营收 11.2 亿元，同比下降 7%；实现归母净利润 0.9 亿元，同比-40%， 主要由于 2020-2021 年公司出口业务受外部因素影响，订单有所回落，业 绩出现短期扰动，2022 年快速恢复增长。展望未来，随着公司产品竞争力 的持续加强&规模效应释放，公司未来成长空间广阔。 ◼ 油服行业：看好深海油气、非常规油气领域 油服行业为油气开采提供设备和服务，因标准要求高、申请周期长具有高 壁垒。迪威尔作为油服设备专用件供应商，已形成以深海油气水下开采设 备、页岩气压裂设备、陆地油气开采设备等专用承压件为主的系列产 ...

Core Viewpoint - CNOOC Energy Development Co., Ltd. is revising its articles of association and various management systems to enhance corporate governance and align with new regulations [2][3][4] Company Announcements - The fifth board of directors of CNOOC Energy Development held its 19th meeting on May 19, 2025, approving multiple resolutions, including amendments to the articles of association and various management rules, all of which received unanimous approval [1][3] - The company plans to revise its articles of association to comply with the newly amended Company Law of the People's Republic of China and the guidelines issued by the China Securities Regulatory Commission [2][3] Management Systems - The external investment management system aims to standardize investment behaviors, reduce risks, and enhance investment efficiency, requiring board or shareholder approval for projects exceeding specific thresholds [2][3] - The external guarantee management system is designed to regulate guarantee behaviors, protect investor rights, and ensure financial safety, mandating disclosure for guarantees provided by subsidiaries and requiring board approval for specific guarantees [2][3][6] Governance Structure - The articles of association state that the registered capital of CNOOC Energy Development is RMB 10,165,104,199, with its headquarters located in Dongcheng District, Beijing, covering areas such as technology research and development and product manufacturing [4] - The shareholder meeting rules ensure orderly and standardized operations of the shareholder meetings, which include annual and temporary meetings, with specific powers outlined for the board of directors [4][5] Independent Directors - The independent director working system aims to improve corporate governance and protect minority shareholder interests, requiring independent directors to hold no other positions within the company and to have no conflicts of interest [5]

The headlines from President Trump’s Middle East trip trumpeted the deals made by many of the leading technology companies. However, investors should note that the U.S. delegation included three oil services companies' chief executive officers (CEOs). Their stocks have been beaten down this year. The bearish sentiment has increased this earnings season, driven by pessimistic outlooks based on tariff uncertainty, geopolitical uncertainty, and market volatility. However, the biggest obstacle is the price of o ...