证券之星消息，根据天眼查APP-财产线索数据整理，中海油田服务股份有限公司2月26日发布《中海油 服-海洋石油623船后甲板生产适应性改造和2025年12月航修中标候选人公示》，详情如下： 标题：中海油服-海洋石油623船后甲板生产适应性改造和2025年12月航修中标候选人公示 通过天眼查大数据分析，中海油田服务股份有限公司共对外投资了11家企业，参与招投标项目26474 次；财产线索方面有商标信息346条，专利信息2688条，著作权信息465条；此外企业还拥有行政许可 199个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：中海油田服务股份有限公司 供应商：湛江黔祥机电技术服务有限公司 中标金额：5188014.66 地区：天津市 发布日期：2026-02-26 ...

Financial Data and Key Metrics Changes - Total company inbound for the year was $11.2 billion, with a backlog ending at $16.6 billion, representing a 15% increase from the prior year [5][23] - Total company revenue for the year grew 9% to $9.9 billion, with Adjusted EBITDA improving to $1.8 billion, an increase of 33% compared to the prior year [5][22] - Full-year free cash flow increased to $1.4 billion, and shareholder distributions grew to $1 billion, both more than double the levels achieved in the prior year [5][22] Business Line Data and Key Metrics Changes - In Subsea, revenue was $2.2 billion, a decrease of 5% versus the third quarter, but full-year revenue grew 11% compared to the prior period [16] - Adjusted EBITDA for Subsea was $416 million, down 18% sequentially, but the full-year adjusted EBITDA margin improved by 340 basis points to 20.1% [16] - Surface Technologies revenue was $323 million, a decrease of 2% from the third quarter, with adjusted EBITDA increasing by 8% sequentially to $58 million [17] Market Data and Key Metrics Changes - The Subsea Opportunities List reflects approximately $29 billion of opportunities for future development, marking the highest level ever recorded [11] - The company expects a greater share of capital spending to move offshore, with improved project economics [11] Company Strategy and Development Direction - The company is focused on expanding its configure-to-order offerings and enhancing integrated execution to drive further advancements [14] - A shift in customer behavior towards a portfolio approach for offshore development is noted, allowing for simultaneous project execution [9][10] - The company aims to reduce cycle times and improve project returns, which is seen as a key differentiator in the market [15][64] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strength in offshore activity through the end of the decade, driven by a growing Subsea Opportunities List and increased customer confidence [11][12] - The company anticipates further growth in backlog and revenue, with a focus on high-quality projects and operational efficiencies [19][23] Other Important Information - The company repurchased $168 million of stock in the fourth quarter, with total shareholder distributions exceeding $1 billion for the year [18][22] - The company is committed to a disciplined, asset-light approach to capital management, with anticipated capital expenditures of approximately $340 million for the full year [21] Q&A Session Summary Question: Can you elaborate on margin expansion potential from industrializing the SURF process? - Management indicated that industrialization and configure-to-order product architecture are expected to drive significant efficiency gains and improved project certainty [27][28] Question: How much visibility do you have on further margin expansion in Subsea? - Management confirmed that the company is inbounding at a level that is accretive to backlog margin, indicating a positive outlook for revenue and EBITDA [30] Question: Can you discuss the renewed interest in Greenfield developments? - Management noted that there is substantial interest in Greenfield developments, with many projects that had been on hold now moving forward due to improved project economics and confidence [36][37] Question: What is the expected revenue from Subsea services in 2026? - Management expects Subsea services to grow in line with top-line growth, estimating around $2 billion for the year [56] Question: How does the portfolio approach impact your sales funnel? - Management stated that while the portfolio approach is still a smaller portion of discussions, it is gaining traction as customers respond positively to this strategy [90][91]

2月9日消息，天眼查数据显示，中海油田服务股份有限公司发布钻井锚机配件购置成交候选人公示，发 布时间为2026年2月9日。 ...

中金公司研报指出，中海油服发布2026年度战略指引，预计2026年资本性开支约为84.4亿元，主要用于 装备投资与更新改造、技术研发投入及基地建设，资金安排衔接"十四五"与"十五五"规划。26年公司或 安排新船购置，装备维护升级资本开支增至约35-40 亿元；判断挪威深水高价值作业或将在1H26逐步贡 献业绩增量，订单有望延续至2028年。公司南海8号钻井平台在巴西作业合同日费率约14.7万美元，利 润贡献有望在26年显现。考虑到海外业绩增量，上调公司26年盈利预测3%至45亿元，引入27年净利润 为47.7亿元，维持25年净利润基本不变。维持"跑赢行业"评级，考虑到海外钻井业绩贡献，上调A股目 标价16%至19.1元（22.8%上行空间），上调H股目标价15%至10.2港元（17.2%上行空间）， ...

施工前，中心提前制定详细作业方案，组建专业拖航指挥组，反复推演作业流程、严格JSA分析；施工过程中，拖航指挥团队凭借丰富经验精准下达每一 项指令，各拖轮船长默契配合，确保优质高效完成施工。(大众新闻记者顾松通讯员崔舰亭闫雪雷) 近日，随着中油海63平台精准就位CB12D井口，胜利油田海洋石油船舶中心2026年首次拖航移就位任务圆满完成。据了解，CB12D井组现有两座平台进 行作业，操作空间受限的同时，还需规避海底管缆等潜在风险，对拖航精度和协作效率提出更高要求。 ...

Core Viewpoint - The company, CNOOC Services (03303.HK), announced a proposed rights issue to raise up to approximately HKD 56.9 million, contingent upon the fulfillment of certain conditions [1] Group 1: Rights Issue Details - The company plans to issue 355,547,898 rights shares at a subscription price of HKD 0.16 per share [1] - The basis for allocation is set at one rights share for every six existing shares held by eligible shareholders on the record date [1] - The rights issue is non-underwritten and participation is limited to eligible shareholders only, excluding ineligible shareholders from participation [1] Group 2: Financial Projections - Assuming no changes in the total issued share capital of the company as of the record date, the maximum net proceeds from the rights issue, after estimated expenses, are expected to be approximately HKD 55.1 million [1]

Core Viewpoint - The company proposes a rights issue of approximately 356 million shares at a subscription price of HKD 0.16 per share, representing a discount of about 69.23% from the last trading price of HKD 0.520 per share [1] Summary by Category Rights Issue Details - The board of the company recommends a "6 for 1" basis for the rights issue, aiming to raise approximately HKD 55.1 million if fully subscribed [1] - The subscription price is significantly lower than the last closing price, indicating a substantial discount to attract investors [1] Use of Proceeds - Approximately 90% of the net proceeds from the rights issue will be allocated for the expansion of the company's existing production facilities [1] - The remaining 10% will be used for general working capital and corporate purposes [1]

Core Viewpoint - The company proposes a rights issue of approximately 356 million shares at a subscription price of HKD 0.16 per share, representing a discount of about 69.23% from the last trading price of HKD 0.520 per share [1] Group 1 - The net proceeds from the rights issue are expected to be approximately HKD 55.1 million [1] - Approximately 90% of the funds raised will be allocated for the expansion of the company's existing production facilities [1] - The remaining 10% will be used for general working capital and corporate purposes [1]

Group 1 - The core viewpoint of the article is that Haiyou Development (600968) is actively engaged in overseas business operations across several countries [1] Group 2 - The countries involved in Haiyou Development's overseas business include Iraq, Qatar, Uganda, Tanzania, Canada, Indonesia, and Brunei [1]

Core Viewpoint - The company, CNOOC Limited, announced the issuance of new shares as part of its 2016 option plan, involving both a director and two employees [1] Group 1 - On January 8, 2026, the company will issue 146,000 new shares to one of its directors under the 2016 option plan [1] - On the same date, the company will issue 657,000 new shares to two employees under the 2016 option plan [1]