作为一键布局"一带一路"核心资产的高效工具，一带一路ETF富国（515150）覆盖了基建、能源、资 源、通信等关键领域的龙头企业，精准捕捉沿线经济复苏红利。场外投资者也可通过联接基金（A类 007786/C类007787/E类022096）参与布局，把握节后主题行情的修复机遇。 每日经济新闻 春节后首个交易日，"一带一路"主题强势回归，一带一路ETF富国（515150）盘中涨幅突破3%，截至发 稿的最新涨幅为3.12%。从指数成分股的表现来看，能源与航运板块成为今日领涨主力。南网能源、石 化油服、中远海能、招商轮船等多只个股收获10CM涨停，中海油服、中国巨石、烽火通信、云天化等 能源股涨幅均超7%。 相关机构指出，节后市场的强势表现，源于多重利好的集中兑现。一方面，项目落地提速。春节期间， 多个"一带一路"重点项目的开工计划密集公布，直接带动相关产业链景气度回升；另一方面，外贸韧性 凸显。节后跨境贸易需求快速恢复，进一步强化了市场对沿线贸易与投资的信心。 ...

东方证券发布研报称，受地缘冲突影响，市场对油气供应减少的担忧上升，导致油价回升。由于油服项 目的建设周期较长，因此业主公司往往需要观察油价的持续性。目前的地缘冲突担忧推升了油价和市场 的期待，但油服的景气度回升仍需要事件。我们预计从油价回升到油服景气传导至少需要半年左右。考 虑到下游公司对供应商的筛选会更加重视长期合作，因此我们认为高竞争力的企业更有望受益复苏。 油服股逆市拉升，截至发稿，普达特科技(00650)涨10.91%，报0.305港元；山东墨龙（002490）(00568) 涨8.74%，报4.48港元；中石化油服（600871）(01033)涨4.17%，报1港元；中海油服（601808）(02883) 涨1.78%，报10.31港元。 消息面上，据报道，美国总统特朗普已告诉其顾问，他"倾向于在未来数日（对伊朗）进行初步打击"， 然后在未来数月发动一场更大规模的军事打击，迫使伊朗"屈服"并按美方要求达成协议。市场担忧美国 对伊朗采取军事打击，从而造成伊朗甚至波斯湾地区石油生产与物流中断。 ...

每经AI快讯，2月24日，石油天然气板块持续走强，准油股份、惠博普、贝肯能源、通源石油、洲际油 气、石化油服、中曼石油涨停，潜能恒信、科力股份涨超15%，博迈科、中海油服、蓝焰控股、海油发 展、中国海油跟涨。 ...

石油股早盘涨幅居前，截至发稿，中国石油（00857）上涨4.14%，报9.56港元；中海油服（02883）上 涨3.61%，报10.05港元；中海油（00883）上涨3.18%，报25.94港元；中国石化（00386）上涨0.92%， 报5.49港元。 来源：新浪港股 ...

Group 1 - Oil stocks generally rose in the morning session, with CNOOC (00883) up by 3.63% to HKD 25.12 [1][3] - CNOOC Services (02883) increased by 2.97% to HKD 9.71 [1][3] - PetroChina (00857) saw a rise of 1.44% to HKD 9.18 [1][3]

Group 1 - Oil stocks generally rose, with CNOOC (00883) up 4.29% at HKD 25.28, CNOOC Services (02883) up 3.08% at HKD 9.72, and PetroChina (00857) up 1.66% at HKD 9.20 [1] - Geopolitical uncertainties remain, with reports indicating that U.S. President Trump has expressed support for Israeli airstrikes on Iranian missile facilities if a deal with Iran is not reached [1] - Everbright Securities maintains a positive outlook on the "Big Three" oil companies and the oil service sector, citing a favorable long-term supply-demand landscape for crude oil [1]

经济观察网 基于截至2026年2月初的公开信息，中海油田服务（股票代码：601808.SH/02883.HK）有以 下值得关注的事件动态，主要涉及公司战略规划、业务进展和财务展望。以下内容整理自公司公告及机 构分析报告。 战略推进 中海油服（601808）在2026年战略指引中披露，当年资本性开支预计约为84.4亿元，较2025年增长约10 亿元，资金将重点投向装备投资与更新改造、技术研发投入及基地建设，以衔接"十四五"与"十五五"规 划。其中，新船购置是开支增长的主因，装备维护升级部分预计增至35-40亿元。公司同时目标在2026 年将体系收费覆盖度从50%提升至80%，并推动单位工作量总成本同比下降2-5%。 业务进展情况 挪威和巴西的海外项目成为业绩增长亮点。根据Upstream报道，COSL Innovator平台已在Equinor的 Arkenstone天然气区块作业，COSL Prospector也在Vikingskipet区块展开作业，相关订单有望延续至2028 年。此外，南海8号钻井平台在巴西的合同日费率为14.7万美元，其利润贡献预计在2026年显现。母公 司中海油进入"十五五"资本开支周期 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：中海油田服务股份有限公司 供应商：潍坊海瑞斯石油装备有限公司 中标金额：152000.82 地区：天津市 发布日期：2026-02-10 标题：油服天津装备-海洋石油708船采购钻井顶驱电缆-2025年12月-20260114成交候选人公示 通过天眼查大数据分析，中海油田服务股份有限公司共对外投资了11家企业，参与招投标项目26229 次；财产线索方面有商标信息340条，专利信息2675条，著作权信息464条；此外企业还拥有行政许可 199个。 数据来源：天眼查APP 证券之星消息，根据天眼查APP-财产线索数据整理，中海油田服务股份有限公司2月10日发布《油服天 津装备-海洋石油708船采购钻井顶驱电缆-2025年12月-20260114成交候选人公示》，详情如下： ...

Group 1 - Zhongman Petroleum rose over 7% [1] - Continental Oil and Gas and CNOOC Engineering both increased by over 4% [1] - CNOOC Development, China National Petroleum Engineering, and China Oilfield Services also experienced gains [1]

Investment Rating - The report maintains a neutral outlook on the oil and petrochemical industry, indicating that the industry is expected to perform in line with the overall market [3][12]. Core Insights - The report highlights a decline in crude oil prices in Q4 2025, with Brent crude averaging $63.1 per barrel, down 7.4% quarter-on-quarter and 14.7% year-on-year [3][4]. - The petrochemical sector is experiencing a mixed performance, with upstream operations facing pressure while downstream profitability is showing signs of improvement [3]. - The report forecasts a tightening supply-demand balance in the polyester sector, suggesting potential for improved market conditions [3]. Summary by Sections Price Trends - In Q4 2025, Brent crude oil prices averaged $63.1 per barrel, with a range of $59-66 per barrel. Gasoline and diesel prices were adjusted downwards by 325 CNY/ton and 340 CNY/ton respectively [3][4]. - Key petrochemical products showed varied price movements, with notable declines in prices for polyethylene and polypropylene, down 16% and 14.2% year-on-year respectively [4]. Price Differentials - The report notes that the price differential for crude oil catalytic cracking increased to 1374 CNY/ton, up 12.5% quarter-on-quarter, while the differential for ethylene from naphtha decreased by 20.1% [5][6]. - The price differential for PX and PTA expanded, indicating improved margins in the polyester chain [5][6]. Company Performance Forecasts - The report provides earnings forecasts for key companies in the sector, predicting a net profit of 27 billion CNY for China National Petroleum Corporation (CNPC), down 16% year-on-year, while China National Offshore Oil Corporation (CNOOC) is expected to see a profit of 30 billion CNY, up 41% year-on-year [3][7]. - Other companies such as Hengli Petrochemical and Rongsheng Petrochemical are also highlighted, with expected profits of 1.7 billion CNY and 250 million CNY respectively [3][7]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co. and Wan Kai New Materials, as well as large refining companies like Hengli Petrochemical and Rongsheng Petrochemical due to expected improvements in cost structures [3]. - It also suggests maintaining a positive outlook on offshore oil service companies like CNOOC and Haiyou Engineering, anticipating continued high demand in offshore capital expenditures [3].