异动解读 | 中石化油服盘中大涨8.08%,受益于业绩向好及中东局势推高油气板块

异动解读
Yesterday

中石化油服今日盘中股价大涨8.08%,引起了市场的广泛关注。

消息面上,公司近期公布了2025年业绩,营业收入约807.12亿元,归属于上市公司股东的净利润约6.59亿元,同比增长4.3%。此外,公司2025年累计新签合同额达人民币956亿元,同比增长4.8%,创历史最好水准。光大证券指出,石油工程行业景气叠加母公司维持较高上游资本开支,公司有望持续受益。

与此同时,中东地缘局势近期再度升级,伊朗对海湾国家的能源基础设施发动了报复性袭击,导致卡塔尔拉斯拉凡LNG液化工厂等设施严重损毁,国际油价应声上涨。这一事件加剧了市场对原油供应中断的担忧,并普遍推高了油气服务类公司的股价,中石化油服作为国内一体化全产业链油服领先企业,亦在此轮板块行情中受到提振。

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