核心观点受台风天气影响，Q3业绩略有下滑2024年Q3公司营业收入达111亿元，同比+4.7%；归母净利润为8.52亿元，同比-8.8%，我们认为主要系今年沙特暂停平台以及三季度国内台风天气频繁影响作业天数的原因。公司Q3毛利率和净利率仍然实现了环比提升。钻井板块：受台风影响，半潜式平台使用率下降明显2024Q3作业天数为4205天，同环比分别-5%/-8%；其中半潜式钻井平台作业天数下滑明显，同...
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