以9月15日收盘价计算，中石化油服目前市盈率（TTM）约22.03倍，市净率（TTM）约1.49倍，市销率（TTM）约0.17倍。 市净率(LF)历史分位(%) (100 90 87a87 80 80x24 71x65 74:39 70 68x85 6764 60 56.87 50 40 30 20 10 0 2019-12-37 1 1-12-37 : 2-12-37 J-12-37 制图数据来自恒生聚源数据库 公司经营范围包括施工总承包、专业承包、劳务分包；建设工程项目管理；为陆上和海洋石油和天然气的开采提供服务；工程和技术研究与试验发展；建筑 工程准备；销售机械设备、五金交电、计算机、软件及辅助设备；机械设备租赁；能源矿产地质勘查、固体矿产地质勘查：地质勘查技术服务；石油、天然 气和矿产能源项目的投资：组织具有制造经营项目的企业制造金属结构、金属工具、金属压力容器、通用仪器仪表、专用仪器仪表、化学试剂、化学助剂、 专项化学用品(包括油田化学品)和矿山、冶金、建筑专用设备；组织具有对外承包工程许可的企业承包境外石油工程、天然气工程、化工工程、桥梁工程、 公路工程、房屋建筑工程、水利水电工程、市政公用工程、 ...

Group 1: Company Overview and Business Strategy - The company has established a comprehensive natural gas business chain, covering exploration, storage, processing, liquefaction, and terminal utilization, which has become a significant growth driver for its performance [3] - The company has built a natural gas industrial park, increasing production capacity by over three times to meet the growing demand for natural gas equipment [3] - The company operates in over 70 countries, with overseas business revenue accounting for a growing proportion of total income [4] Group 2: Financial Performance - In the first half of 2025, the company achieved overseas market revenue of CNY 3.295 billion, a year-on-year increase of 38.38%, with new overseas orders growing by 24.16% [4] - The net cash flow from operating activities reached CNY 3.144 billion, an increase of CNY 2.083 billion year-on-year [7] - The company distributed a cash dividend of CNY 6.9 per 10 shares (tax included), totaling CNY 706 million (tax included) for the 2024 fiscal year [7] Group 3: Product Development and Innovation - The company has developed the "Pangu" series of plunger pumps, which feature a high commonality rate of 85% in core structures and components, reducing maintenance costs by 50% [5] - The company emphasizes product innovation to maintain a technological edge, with recent advancements in plunger pump technology enhancing market competitiveness [5] - The company has established Shandong Jerry Min Electric Energy Co., Ltd. to promote its generator set business, offering various reliable power solutions [6] Group 4: Market Position and Brand Recognition - The company has improved its brand recognition and market share through high-quality delivery of engineering orders and high-end equipment applications [4] - The company is focused on enhancing its overseas market capabilities and brand influence through resource integration and increased investment [4]

布利萨地区议长弗雷德·巴里甘巴基在捐赠仪式上表示，中海油服不仅通过"璇玑"和"璇玥"等先进系统 在地下为乌干达寻找能源，更以务实行动在地面上为社区带来光明。期待中海油服继续发挥其技术优势 和本地化承诺，在推动油田开发的同时，为乌可持续发展注入更多动力。 中海油服近日在乌干达西部蒂伦加油田附近的布利萨（Buliisa）地区举行捐赠活动剪彩仪式。（中海油 服供图） 当地一家卫生院的负责人对公司援助医疗物资表示感谢。该院医生凯伦加·杰拉德说："这表明中海油服 不仅仅是来开发油气资源，更愿意为本地社会带来实实在在的改变，我们对此心怀感激。" 乌干达石油管理局代表肯尼斯对中海油服的举动给予高度评价，称其为"贴近民生、精准施策"的暖心之 举，切实提升了当地医疗基础条件和服务质量。 中海油田服务股份有限公司（中海油服）近日在乌干达蒂伦加油田附近的布利萨地区开展公益活动。 公益活动以中国自研高端石油装备"璇玑"旋转导向钻探系统与"璇玥"测井系统冠名。 公司向当地医疗机构捐赠了大型户外遮阳棚、座椅及清洁消杀物资，为长期在户外候诊的患者群体提供 了遮蔽场所，受到当地政府、乌干达石油管理局等多方认可与肯定。 自2023年初起，中海 ...

Core Viewpoint - The company has approved a share repurchase plan with a total fund amount between RMB 150 million and RMB 250 million, aimed at employee stock ownership plans and equity incentives [2][3]. Summary by Sections Share Repurchase Plan - The company plans to repurchase its A-shares at a price not exceeding RMB 49.00 per share, which will be adjusted to RMB 48.31 per share after the 2024 annual equity distribution [2]. - The repurchase will be conducted through centralized bidding and is expected to be completed within 12 months from the board's approval date [2]. Progress of Share Repurchase - As of August 31, 2025, the company has repurchased a total of 3,087,500 shares, accounting for 0.30% of the total share capital, with a total transaction amount of RMB 106,229,502.54 [2][3]. - The highest purchase price was RMB 38.65 per share, while the lowest was RMB 33.67 per share [2]. Compliance and Regulations - The share repurchase adheres to relevant laws and regulations, including the Shenzhen Stock Exchange's guidelines [3][4]. - The company has not repurchased shares during periods that could significantly impact the stock price or during other restricted periods as defined by regulatory authorities [5].

Core Viewpoint - The company, Yantai Jereh Petroleum Service Group Co., Ltd., has announced the progress of its share repurchase plan, which aims to utilize self-raised funds and special loans for stock repurchase to support employee stock ownership plans and equity incentives [2][3]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares with a total fund amounting to no less than RMB 150 million and no more than RMB 250 million, with a repurchase price not exceeding RMB 49.00 per share, adjusted to RMB 48.31 per share after the 2024 annual equity distribution [2]. - The repurchase will be conducted through centralized bidding within a 12-month period from the board's approval date [2]. Progress of Share Repurchase - As of August 31, 2025, the company has repurchased a total of 3,087,500 shares, accounting for 0.30% of the total share capital, with a total transaction amount of RMB 106,229,502.54, at prices ranging from RMB 33.67 to RMB 38.65 per share [2][3]. Compliance and Regulations - The share repurchase is in compliance with relevant laws and regulations, and the company will continue to implement the repurchase plan based on market conditions while fulfilling information disclosure obligations [3][4].

Core Points - The company, Jerry Holdings, has repurchased a total of 3,087,500 shares, accounting for 0.30% of its total share capital, with a transaction amount of 106,229,502.54 yuan as of August 31, 2025 [1][2] - The repurchase plan was approved on April 23, 2025, with a budget of no less than 15 million yuan and no more than 25 million yuan, and a maximum repurchase price set at 49.00 yuan per share [1] - Following the annual equity distribution on May 23, 2025, the maximum repurchase price was adjusted to 48.31 yuan per share [1] Repurchase Progress - As of the end of last month, the company has repurchased shares at a maximum price of 38.65 yuan per share and a minimum price of 33.67 yuan per share [2] - The funding for the repurchase comes from the company's self-raised funds and a special loan for share repurchase, adhering to relevant laws and regulations [2] Compliance and Future Actions - The company's share repurchase activities comply with the Shenzhen Stock Exchange's self-regulatory guidelines [3] - The company plans to continue the repurchase scheme within the designated period based on market conditions and will fulfill its information disclosure obligations as required [3]

Group 1 - The core viewpoint of the report is that Southwest Securities has given a "buy" rating for CNOOC Services (601808.SH) with a latest price of 14.01 yuan [1] - The drilling segment has shown a significant increase in platform utilization, leading to continuous improvement in operational efficiency [1] - The oil technology segment is driven by technology, establishing an integrated engineering service system [1] - The ship service workload has increased, enhancing equipment resource reserves and allocation capabilities [1] - The geophysical exploration segment has seen a recovery in profitability [1]

Group 1 - The company, Junyou Co., reported a revenue of approximately 122 million yuan for the first half of 2025, representing a year-on-year increase of 7.47% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 18.93 million yuan, with a basic earnings per share loss of 0.0722 yuan [1] - In comparison, the revenue for the same period in 2024 was approximately 113 million yuan, with a net profit loss of about 13.93 million yuan and a basic earnings per share loss of 0.0532 yuan [1]

Core Viewpoint - CNOOC Services reported a mixed performance in its interim results, with revenue growth but a decline in oil service income, leading to a stock price drop of over 4% following the announcement [1] Financial Performance - The company achieved revenue of 23.32 billion RMB, an increase of 3.51% year-on-year [1] - Profit attributable to shareholders was 1.964 billion RMB, reflecting a year-on-year increase of 23.33% [1] - Basic earnings per share were 0.4116 RMB [1] Oil Service Segment - Oil service income decreased by 3.5% year-on-year to 12.38 billion RMB, with operating profit margin remaining stable at 17% [1] - The number of oil service orders for the parent company may have slightly decreased year-on-year [1] Drilling Operations - The company's drilling operating profit significantly recovered compared to 2024, with an operating profit margin increase of 4 percentage points to 9% [1] - The number of operating days in the second quarter increased by 11% year-on-year to 5,017 days, with semi-submersible usage days rising by 12% and a 2% increase quarter-on-quarter [1] Future Outlook - The impact of drilling suspensions in the Middle East is expected to have largely dissipated from the second half of 2024 to the first half of 2025 [1] - Contracts in Southeast Asia and Brazil are anticipated to yield higher day rates and profits [1]

Core Viewpoint - CNOOC Services (02883) experienced a decline of over 4% following the release of its interim results, with shares trading at HKD 7.4 and a transaction volume of HKD 118 million [1] Financial Performance - The company reported revenue of RMB 23.32 billion for the period, representing a year-on-year increase of 3.51% [1] - Profit attributable to shareholders was RMB 1.964 billion, reflecting a year-on-year increase of 23.33% [1] - Basic earnings per share were reported at 41.16 cents [1] Segment Analysis - According to CICC's report, oil technical service revenue decreased by 3.5% year-on-year to RMB 12.38 billion, with the operating profit margin remaining stable at 17% [1] - The company's drilling operating profit showed a significant recovery compared to 2024, with the operating profit margin increasing by 4 percentage points to 9% [1] - The number of operating days in the second quarter increased by 11% year-on-year to 5,017 days, with semi-submersible usage days rising by 12% and a 2% increase quarter-on-quarter [1] Future Outlook - CICC anticipates that the impact of drilling suspensions in the Middle East will have largely dissipated from the second half of 2024 to the first half of 2025 [1] - Contracts in Southeast Asia and Brazil are expected to yield higher day rates and profits for the company [1]