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研報掘金丨光大證券:中海油服有望實現高速發展,維持A股“買入”評級H股“增持”評級
格隆匯 01-22 16:49

光大證券研報指出,中海油服(601808.SH)發佈2025年戰略指引。2025年,預計公司資本性開支為人民幣72億元左右,相較2024年戰略指引的74億元基本持平,主要用於裝備投資及更新改造、技術設備更新改造、技術研發投入和基地建設等。勘探開發投資增長疊加技術應用場景擴充,公司有望充分受益公司預計2025年全球石油需求仍將保持穩定,全球上游勘探開發投資與2024年基本持平,其中海上勘探開發投資增幅大於陸上。公司堅持技術驅動戰略,深化治理體系建設,踐行國際化戰略,持續開拓海外市場,在國內外油服行業景氣度高企的背景下,公司有望實現高速發展。維持公司盈利預測,維持對公司A股的“買入”評級和H股的“增持”評級。

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