研报掘金丨中金：维持中海油服“跑赢行业”评级发布2026年度战略指引

和讯网02-04

中金公司研报指出，中海油服发布2026年度战略指引，预计2026年资本性开支约为84.4亿元，主要用于装备投资与更新改造、技术研发投入及基地建设，资金安排衔接“十四五”与“十五五”规划。26年公司或安排新船购置，装备维护升级资本开支增至约35-40 亿元；判断挪威深水高价值作业或将在1H26逐步贡献业绩增量，订单有望延续至2028年。公司南海8号钻井平台在巴西作业合同日费率约14.7万美元，利润...

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研报掘金丨中金：维持中海油服“跑赢行业”评级 发布2026年度战略指引

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研报掘金丨中金：维持中海油服“跑赢行业”评级发布2026年度战略指引