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研報掘金丨光大證券:短期擾動無礙長期戰略,維持中海油服A股“買入”評級
光大證券研報指出,中海油服(601808.SH)突然收到中東地區客户暫停4座鑽井平台作業的通知。儘管本次作業暫停將對本公司中東區域發展形成短期的挑戰,但對公司整體業務與財務狀況不構成重大影響,該行對公司海外業務的整體發展仍然保持積極樂觀態度。本次作業暫停屬於短期擾動事件,公司有望通過合同、成本管理降低事件影響。海外油服景氣高企,公司堅定國際化發展戰略,海外業務穩步發展,建設世界一流企業的趨勢不變。維持對公司A股的“買入”評級和H股的“增持”評級。
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