智通财经APP获悉，中海油服(02883)早盘涨近5%，截至发稿，涨4.56%，报7.33港元，成交额2536.98万港元。
消息面上，据Spears&Associates预测，2024年全球油田服务市场规模将同比增长7.1%，行业发展势头强劲。2024年以来，国际油价呈现相对高位宽幅震荡，油气公司加大油气勘探开发投资力度，全球上游勘探开发投资规模整体保持稳定增长。高油价驱动上游资本开支提升，油服行业景气度有望持续提升。
光大证券指出，展望2025年，资本开支提升助力油服景气高企，油服工程市场规模稳步上行，国内“三桶油”提升油气产量，助推“增储上产”再上新台阶。“三桶油”下属油服工程企业新签合同额维持增长，随着在手订单逐渐转化为收入，“三桶油”下属油服工程企业的营业收入和利润有望实现进一步的增长，25年我们持续看好“三桶油”下属油服工程企业。
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