研報掘金丨東方證券:中海油服23年業績穩定增長,維持“買入”評級
東方證券研報指出,中海油服(601808.SH)23年業績穩定增長,行業持續復甦。2023年全球油氣產業佈局加速調整,油田服務行業持續復甦,公司緊抓市場機會,實現經營規模大幅增長,盈利能力快速提高。截至2032年底,公司運營和管理着60座鑽井平台,其中包括46座自升式鑽井平台、14座半潛式鑽井平台。基於公司23年業績增長情況以及油服行業景氣度,上調了公司鑽井平台使用率預測以及油田技術服務業務規模預測,可比公司2024年PE為23倍,對應目標價20.24元/股,維持買入評級。
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