东兴证券给予中海油服强烈推荐评级,2024年2025年一季度报点评:业绩超预期,海外订单贡献增量

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21 May

东兴证券05月21日发布研报称,给予中海油服(601808.SH,最新价:13.56元)强烈推荐评级。评级理由主要包括:1)油田技术服务:技术壁垒构筑成长护城河,收入占比优化提升;2)其他业务:船舶服务高增,物探板块采集量随项目周期波动;3)负债结构改善,现金流管理审慎;4)深水领域+技术服务双轮驱动,海外订单增长。风险提示:原油及天然气价格波动;地缘政治冲突带来的市场竞争激烈;油气上游资本支出...

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