智通财经APP获悉，瑞银发布研报称，重申中海油田服务(02883)“买入”评级，基于2024年的业绩，将2025至26年的盈利预测下调19%及17%，并将目标价从10.6港元下调至9.8港元。公司去年净利润为31.4亿元人民币，同比增长4.1%，低于该行的预期。其油井服务板块保持增长势头，收入及息税前利润同比增长7%和11%，息税前利润率保持在16%的不错水平。
然而，受第四季度强台风及钻机翻新相关的一次性支出影响，公司钻井服务板块的息税前利润同比下降50%，息税前利润率同比下降3个百分点至3%。中海油服宣布年度每股股息为0.23元人民币，派息比率35%，相比2023年为33%。公司表示将致力于维持良好的股东回报，同时平衡债务管理。该行对公司2025年的盈利复苏持乐观态度，这得益于其停运钻机的恢复营运以及更多高价值海外合同开始贡献利润。
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