MB-COSL@EC2612A

BS 上调 COSL H 股目标价至 9 HKD

CNOOC Oilfield Services Holds 2026 Strategic Guidance Press Conference

Invesco Increases Stake in CNOOC Oilfield Services

COSL Announces 2026 Strategic Guidance

COSL Announces 2026 Capital Spending Plan

Morgan Stanley Raises Target Price for CNOOC Oilfield Services to 9.22 HKD, Maintains 'Overweight' Rating

COSL Holds Extraordinary General Meeting to Disband the Supervisory Board

CNOOC Services Completes Field Testing of Automatic Control Continuous Circulation System

CNOOC Oilfield Services Reports Strong Earnings, Forecasting 2028 Revenue of 57.5 Billion

CNOOC Oilfield Services Considering Issuing 5 Billion Yuan Dim Sum Bonds

BofA Securities Raises Target Price for CNOOC Services to HK$8.20

CNOOC Renewed Three-Year Master Service Agreement with China Oilfield Services

CNOOC Services reports Q3 net profit growth of 87%

CHINA OILFIELD released FY2025 9 Months Earnings on October 29 Pre-Market (BJT), actual revenue HKD 37.88 B, actual EPS HKD 0.7264

CHINA OILFIELD released FY2025 Q3 earnings on October 29 Pre-Market (BJT), actual revenue HKD 12.61 B, actual EPS HKD 0.282 (forecast EPS HKD 0.1634)

CHINA OILFIELD to Release FY2025 Q3 Earnings on October 29 Pre-Market (BJT), Forecast EPS HKD 0.1634

Invesco Increased Holdings in China Oilfield Services

Morgan Stanley Downgrades China Oilfield Services Profit Forecast and Target Price

CLSA Raises China Oilfield Services Target Price and Outlines Optimistic Business Prospects

NANFANG COMM

DRAGON MINING

KING'S STONE

LOTUS HORIZON

PUTIAN COMM

CMON

SINO GOLF HOLD

YUANHENG GAS

REGAL PARTNERS

LEADWAY TECH

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Zhao Shunqiang, Chairman of COSL, expects that international oil prices will stabilize and fluctuate between USD 50 and 70 this year, influenced by supply chain restructuring. He revealed that capital expenditures for 2026 are approximately RMB 8.44 billion, of which RMB 5.5 billion is for equipment investment. The company plans to expand into 4 to 5 new markets over the next five years to increase market share and strive for a larger share in already stable markets

AASTOCKS

COSL

CHINA OILFIELD

COSL plans to expand into 4 to 5 new markets over the next five years, estimating overall oil prices to remain stable within the year

JPMorgan analysts estimated that winter storm Fern cut US oil production by roughly 250,000 barrels per day, disrupting flows from the Bakken and from fields in Oklahoma and Texas.

VanEck Oil Services ETF

First Trust North American Energy Infra Fd

SPDR Energy Select

United States Oil Fund LP

VanEck Oil Refiners ETF

Devon Energy

CNOOC

Occidental Petroleum

ISHRS S&P Glb Engy

Sinopec Corp.

Direxion Daily Energy Bull 2X

EOG Resources

iShares US Oil Equip & Svcs

iShares US Oil & Gas Expl & Prod

VG Energy

SPDR O&G Equip

SPDR O&G Ex & Prd

Tortoise N Americ Pipe

Exxon Mobil

PETROCHINA

Direxion Daily XOM Bull 2X Shares

ConocoPhillips

Chevron

US-Iran flare-up, cold stint push oil prices to multi-month peak

China Oilfield Services Limited (COSL) has announced its strategic guidance for 2026, focusing on technology-driven growth, cost leadership, integration, internationalization, and regional development. The company aims to cultivate new productive forces in marine energy services and maintain stable domestic operations while increasing overseas business in line with global oil demand. COSL plans to establish a flexible equipment resource system and systematically develop its industrial layout to achieve these goals.

Reuters

COSL Announces 2026 Strategy Focused on Technology-Driven Growth, Cost Leadership, Integration, Internationalization, and Regional Development to Build World-Class Marine Energy Services

CHINA OILFIELD expects capital expenditures of approximately RMB 8.44 billion in 2026, primarily for equipment investment, technology upgrades, and base construction. The company will focus on developing into a world-class energy service company, enhancing offshore energy service capabilities, and building an efficient equipment resource guarantee system to promote leapfrog development of technological products

CHINA OILFIELD expects capital expenditures of RMB 8.44 billion this year

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China Oilfield Services Ltd :SAYS PRELIMINARY FORECAST SHOWS CAPEX OF ABOUT 8.4 BILLION YUAN ($1.21 billion) FOR 2026($1 = 6.9628 Chinese yuan renminbi)

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

China Oilfield Services Forecasts 8.4 Billion Yuan Capex For 2026

03097

02178

03175

Barchart Option

F GX OIL

PETRO-KING

F SAMSUNG OIL

Crude Oil Gains on Iran Risks

China's naphtha imports are expected to rise in early 2026 as traders prepare for a new consumption tax of 2,105 yuan ($302) per ton, which will increase costs for domestic suppliers. This tax, aimed at closing loopholes and boosting state revenue, is anticipated to pressure margins for petrochemical producers, particularly state-owned refiners. Analysts predict that importers will seek additional naphtha supplies in anticipation of reduced domestic demand due to the tax. CNOOC has already increased its naphtha purchases significantly this January compared to last year.

Guotai CSI Subdivision Chemical Industry Theme ETF

ChinaAMC CSI Petrochemical Industry ETF

CHK OIL

E Fund CSI Petrochemical Industry ETF

Penghua CSI Subdivision Chemical Industry Theme ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

Yinhua CSI Oil & Gas Resources ETF

SINOPEC CORP

China's naphtha imports to rise ahead of tax revamp, traders say

Bernstein released a strategy report for the Asia-Pacific region, listing its preferred stocks for the first half of 2023, including CNOOC, JD, SK Hynix, Samsung Electronics, Tokyo Electron, and several other companies

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

XI2CSOPSMSN

XL2CSOPSMSN

SPDR S&P Semicon

GTJA Allianz SSE STAR Chip Design Thematic ETF

Tokyo Electron Ltd.

Harvest SSE STAR Chip ETF

Invesco Semiconductors ETF

SAMSUNG SEMICON

Samsung Electronics 

JD HEALTH

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

XI2CSOPSMSN-U

First Trust Nasdaq Food & Semicon

JD LOGISTICS

VanEck Semiconductor ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Harvest CSI All Share Integrated Circuit ETF

JD-SW

iShares Semiconductor ETF

Tokyo Electron

"Big Banks" Bernstein lists top picks in the Asia-Pacific region for the first half of this year (Table)

China Oilfield Services to Convert $746 Million Worth of Receivables from Norwegian Subsidiary into Equity Investment

marketscreener

China Oilfield Services to Convert $746 Million Worth of Receivables from Norwegian Subsidiary into Equity Investment

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03453

Asia's gasoline refining profit margin has rebounded from near six-month lows, rising to $7.54 per barrel over Brent crude due to increased demand from North Asia. Taiwan's CPC is seeking 250,000 barrels of higher 95-octane gasoline for delivery in late January to early February. Meanwhile, the naphtha refining profit margin remains stable at $77.68 per metric ton over Brent. Additionally, ultra-low-sulphur diesel loadings from Russia's Primorsk port are expected to increase in January, driven by higher fuel output and lower domestic demand.

CHINA OIL & GAS

PREMIA TW50

Gasoline recovers from near six-month lows

BACHY

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03988

China Oilfield Services announced that it will use a total of RMB 1 billion of its own funds to purchase two wealth management products from the Bank of China Yanjiao Branch, with product terms ending on March 3, 2026, and March 5, 2026, respectively, and the highest yields being 2.69% and 2.68%. (ss/)

Bank of China

Bank Of China

BANK OF CHINA

COSL invested a total of 1 billion RMB to subscribe to wealth management products

MB-COSL@EC2612A(21390.HK)

COSL plans to expand into 4 to 5 new markets over the next five years, estimating overall oil prices to remain stable within the year

US-Iran flare-up, cold stint push oil prices to multi-month peak

COSL Announces 2026 Strategy Focused on Technology-Driven Growth, Cost Leadership, Integration, Internationalization, and Regional Development to Build World-Class Marine Energy Services

CHINA OILFIELD expects capital expenditures of RMB 8.44 billion this year

China Oilfield Services Forecasts 8.4 Billion Yuan Capex For 2026