$中海油服(SH601808)$ 涨停了，港股今天不开盘，下周请珍惜$中海油田服务(02883)$ ！

1、AH溢价率目前108%，港股PB不到1，2024年盈利预测40-45亿，A股市盈率20倍，H股9倍。H股中海油田服务也是主流标的，散户或许买不了但机构一定会冲

2、基本面不断修复：网页链接

3、又斩获海外订单：本月南海8号半潜式钻井平台签下巴西石油1250天合作协议，日费大约16万美元（我用使用天数大概算的，算错了请告诉我），远高于国内$中国海洋石油(00883)$ 给中海油服的12万美元，国际油服市场全面回暖中，你不给我提价我就走出去！别看只是一个钻井平台出去了，它能带着近年来高速增长的油田技术业务一起出去，打入巴西石油的供应链，逐渐成为国际化油服公司！

COSL Drilling has emerged as the winner for Petrobras’ moored semisubmersible tender with the 4,600-ft 网页链接{Nanhai 8} (also known as Nan Hai Ba Hao). The contract, awarded on 13 March 2024, spans 1,250 days with an option for an extension of the same duration. 网页链接{Out of the six offers received}, COSL emerged as the preferred choice for Petrobras. The contract value stands at $183,467,000.00. The Nanhai 8 is a 3rd generation moored semisubmersible rig, delivered by Dalian – DSIC in 1983. It is outfitted for operations in water depths of up to 4,600 ft, and capable of drilling wells up to 25,000 ft. The rig was previously owned by Transocean under the name Jim Cunningham. It underwent major upgrades in 1995 and between 2004 and 2005. COSL acquired the rig in 2012, and had it operating mostly in China and Russia.