瑞银发表研究报告指,中海油田服务上半年净利润为19.64亿元(年增23%),收入为233亿元(年增3.5%),表现符合预期。中海油服国内业务将保持稳定;海外钻井平台合同已签至2027至2030年,海外日租率可能保持强势。中长期来看,公司正在设计完全国产化的钻井平台,并寻求低成本策略以应对低油价环境。瑞银略微上调2025至27年盈利预测1-2%,将目标价从9.8港元上调至10.8港元,评级“买入”。
瑞银发表研究报告指,中海油田服务上半年净利润为19.64亿元(年增23%),收入为233亿元(年增3.5%),表现符合预期。中海油服国内业务将保持稳定;海外钻井平台合同已签至2027至2030年,海外日租率可能保持强势。中长期来看,公司正在设计完全国产化的钻井平台,并寻求低成本策略以应对低油价环境。瑞银略微上调2025至27年盈利预测1-2%,将目标价从9.8港元上调至10.8港元,评级“买入”。
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