东兴证券给予中海油服强烈推荐评级 全球综合型海洋油服龙头 本轮周期成长空间已被打开

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30 Sep 2024

东兴证券09月30日发布研报称,给予中海油服(601808.SH,最新价:16.08元)强烈推荐评级。评级理由主要包括:1)发挥全产业链优势,短期内中海油服的龙头地位不可撼动,各板块业务开展顺利;2)毛利率提升明显,费用管控良好;3)中高油价驱动上游资本开支增长,海上油气油服业景气度延续;4)受沙特暂停事件影响的2个平台重获新签订单。风险提示:原油及天然气价格波动;地缘政治冲突带来的市场竞争激烈;...

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