（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。 ...

Group 1 - The core viewpoint of the articles highlights that CNOOC Services has a current stock price of 14.1 yuan, with a PE ratio of 19.85, marking a 16-day low, and a total market capitalization of 67.279 billion yuan [1][2] - The average industry PE ratio for the extraction sector is 30.36, with a median of 39.86, placing CNOOC Services in 11th position among its peers [1][2] - As of the first quarter of 2025, 11 institutions hold shares in CNOOC Services, with a total of 23.9249 million shares valued at 329 million yuan [1] Group 2 - CNOOC Services specializes in oil and gas exploration, development, and production, offering services such as drilling, oilfield technical services, vessel services, geophysical data collection, and engineering surveying [1] - The latest financial results for the first quarter of 2025 show that the company achieved a revenue of 10.798 billion yuan, a year-on-year increase of 6.40%, and a net profit of 888 million yuan, reflecting a year-on-year growth of 39.60%, with a gross profit margin of 17.64% [1]

Company Overview - China Oilfield Services Limited (COSL) is a major integrated oilfield service provider globally, offering services across all stages of offshore oil and gas exploration, development, and production [1] - COSL's business is divided into four main categories: geophysical exploration services, drilling services, oilfield technical services, and marine services [1] Stock Performance - On August 12, the Shanghai Composite Index rose by 0.5%, closing at 3665.92 points, while the Hang Seng Index increased by 0.25%, closing at 24969.68 points [1] - COSL's A-shares closed at 14.01 yuan, with an increase of 0.79%, while its H-shares closed at 7.2 Hong Kong dollars, up by 1.84% [1] A/H Share Premium - COSL's A/H share premium reached 112.43%, ranking it 22nd among A/H shares in terms of premium rate [1][2]

Group 1 - The Shanghai Composite Index rose by 0.96% to close at 3617.6 points, while the Hang Seng Index increased by 0.68% to 24902.53 points [1] - China Oilfield Services Limited (COSL) has an AH premium of 117.32%, ranking 22nd among AH shares [1] - COSL's A-shares closed at 13.87 yuan with a gain of 0.22%, and H-shares closed at 6.97 HKD, up by 0.58% [1] Group 2 - COSL is a major integrated oilfield service provider globally, offering services across all stages of offshore oil and gas exploration, development, and production [1] - The company's services are categorized into four main types: geophysical exploration services, drilling services, oilfield technical services, and marine services [1] - COSL was publicly listed on the Hong Kong Stock Exchange on November 20, 2002, and has been trading in the U.S. OTC market since March 26, 2004, and on the Shanghai Stock Exchange since September 28, 2007 [1]

Core Viewpoint - CNOOC Services' stock closed at 14.06 yuan, down 1.40%, with a rolling PE ratio of 19.80 times and a total market capitalization of 67.089 billion yuan [1]. Company Summary - CNOOC Services specializes in oil and gas exploration, development, and production, offering services such as drilling, oilfield technical services, vessel services, geophysical data collection, and engineering surveying [1]. - As of June 30, 2014, the number of shareholders reached 98,641, an increase of 477, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]. - In the first quarter of 2025, the company reported revenue of 10.798 billion yuan, a year-on-year increase of 6.40%, and a net profit of 888 million yuan, a year-on-year increase of 39.60%, with a gross profit margin of 17.64% [1]. Industry Summary - The average PE ratio for the extraction industry is 29.78 times, with a median of 38.68 times, positioning CNOOC Services at 11th place within the industry [2]. - The industry average market capitalization is 152.92 billion yuan, while the median is 53.49 billion yuan [2].

点击注册小程序 查看完整报告 特别申明： 2025Q1 国际油价 高位震荡， Q1布油均价为74.98美元/桶，同比-8.3%，环比+1.3% 。石油公司继续加大 上游勘探开发投资力度， 国内外油田服务市场景气高企 。 公司持续优化资源配置，着力拓展高潜力市 场，依托全产业链整合优势，推动智能化装备与低碳化技术协同发展，强化核心竞争力，助力公司经营业 绩稳定提升， 25Q1归母净利润同比增长39.6% 。公司 25Q1毛利率为17.64%，同比增长1.24pct，年化ROE 为8.02%，同比增长1.97pct，经营质量持续提升。得益于积极的偿债行动，公司25Q1资产负债率下降 0.86pct至45.58%，利息费用为1.62亿元，同比下降6500万元，对25Q1归母净利润的增长亦有贡献。 钻井工作量显著提升，技术服务收入持续增长 202 5Q1，得益于作业衔接良好， 公司钻井平台作业日数为 4889 天，同比 +11.4 %， 钻井工作量的提升 为公司 25Q1业绩提供了强支撑。 其中 ， 自升式钻井平台作业 3833 天，同比 +12.1 %，半潜式钻井平台 作业 1056 天，同比 +9.1 % ，主要 ...

Core Viewpoint - The company reported a strong performance in Q1 2025, with total revenue of 10.8 billion yuan, a year-on-year increase of 6.4%, and a net profit attributable to shareholders of 0.887 billion yuan, up 39.6% year-on-year [3][4]. Group 1: Financial Performance - In Q1 2025, the company achieved a total revenue of 10.8 billion yuan, reflecting a year-on-year growth of 6.4% but a quarter-on-quarter decline of 26.25% [3]. - The net profit attributable to shareholders reached 0.887 billion yuan, marking a significant year-on-year increase of 39.6% and a quarter-on-quarter increase of 28.16% [3]. - The gross profit margin for Q1 2025 was 17.64%, an increase of 1.24 percentage points year-on-year, while the annualized ROE was 8.02%, up 1.97 percentage points year-on-year [4]. Group 2: Operational Highlights - The company experienced a notable increase in drilling workload, with the number of drilling platform operating days reaching 4,889, a year-on-year increase of 11.4% [5]. - The utilization rates for self-elevating and semi-submersible platforms were 91.9% and 90.4%, respectively, showing increases of 7.6 percentage points and 4.2 percentage points year-on-year [5]. - The company’s vessel services recorded a total of 20,621 operating days, a year-on-year increase of 44.9% [5]. Group 3: Technological Advancements - The company is focused on market demand and has maintained a stable scale in the technical services market, continuously advancing key core technologies [6]. - The revenue from the technology segment increased from 13.3 billion yuan in 2020 to 27.7 billion yuan in 2024, with its revenue share rising from 46% to 57% during the same period [6]. - The company has integrated its technological advantages across the entire industry chain and has successfully secured overseas technical product orders, demonstrating its technological strength and market competitiveness [6]. Group 4: Industry Outlook - According to Rystad Energy, upstream investment is expected to slow down in 2025, with deepwater oilfield development remaining a hotspot, projected to grow by 3.0% [7]. - The company is well-positioned to benefit from the increasing complexity of oil and gas exploration and development, as well as the expansion of technical application scenarios [7]. - The company aims to build a comprehensive technology innovation system that covers the entire lifecycle of technical products and the entire industry chain, which is expected to capitalize on the improving industry conditions and expanding technical service market [7].