智通财经APP获悉，花旗发布研报称，维持对中海油田服务(02883)“买入”评级，目标价11.6港元，相当于预测2026年市账率1倍，为平均水平高1个标准差。
中海油服首季纯利8.56亿元人民币，同比跌4%，但按季增长35%。若剔除约3亿元人民币汇兑亏损，核心盈利11.6亿元人民币，同比增长34%，按季则跌6%，总体季绩逊预期。管理层解释，重大汇兑亏损主要来自母公司与海外附属公司之间因会计处理而产生的货币差异，而非营运所致。公司正积极考虑调整功能货币或实施债转股等措施，以减低未来影响。
报告指，业绩显示钻井业务方面，自升式平台及半潜式平台使用率分别为91%及97%。油田技术服务板块首季收入及EBIT同比升5%及18%，主要受海外综合服务快速增长带动。
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