安東油田服務(03337.HK)第二季度新增訂單約12.98億元 在手訂單約87.75億元
格隆匯7月11日丨安東油田服務(03337.HK)發佈公吿,第二季度,隨着行業上行,集團斬獲了大量的新增訂單,季度內新增訂單約人民幣1,298.4百萬元。由於2021年同期集團於伊拉克續簽了大型一體化油田管理項目訂單,大幅推高了去年同期新增訂單金額,因此,相比之下,本季度新增訂單金額較去年同期減少26.9%。本季度新增訂單中,伊拉克市場新增訂單約人民幣302.1百萬元,由於前述原因,相較去年同期下降74.1%,而中國市場錄得新增訂單翻倍增長,季度內新增訂單約人民幣878.0百萬元,相較去年同期增長120.8%;其他海外市場新增訂單約人民幣118.3百萬元,相較去年同期降低44.3%。
截止2022年6月30日,集團在手訂單約人民幣8,775.2百萬元。其中,中國市場在手訂單約人民幣4,582.5百萬元,佔集團在手訂單總量約52.2%,伊拉克市場在手訂單約人民幣3,414.9百萬元,佔集團在手訂單總量約38.9%,其他市場在手訂單約人民幣777.8百萬元,佔集團在手訂單總量約8.9%。
進入第三季度以來,全球面臨經濟增速回落的壓力,但是由於油氣上游勘探開發長期缺乏投資,供應增長乏力,預計未來較長時間內油氣供應仍將持續維持緊張的局面。集團預計中東主要市場客户將會繼續加快產能建設的步伐,中國市場仍會全面推進項目施工。集團將會密切配合客户的計劃,繼續按照精益作業的高標準高要求,全力加快各海外及國內各市場區域在手訂單的執行,推進全年經營目標的實現。
市場方面,海外市場是集團發展的重點,集團將緊緊抓住行業週期上行的機遇,主要爭取重點的國際油公司和國家油公司市場,抓住非洲北部、東南亞等地的市場機會,爭取新的項目突破和訂單落地。中國市場,集團將會繼續以天然氣和非常規能源項目為重點,同時大力拓展新業務的發展,圍繞核心的地質技術建設,爭取高質量的輕資產項目訂單。產品與技術方面,集團將進一步實施多主體經營戰略,以幫助客户實現資產價值最大化為目標,推進各業務主體的獨立高效發展。
現金流管理方面,集團將抓住最核心的流動性來源,即應收賬款的回收,重點關注業務的現金流經營,通過嚴格控制項目全過程的現金流管理,進一步提升資金週轉效率,創造良好的經營性現金流水平,同時以高度負責任的態度進行債券管理,保持充足的流動性,妥善安排債券的到期償付。
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