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中海油服:H股公告2019-11-12  

						                 (I)
              (II)




             2019     11   11



                    (i)
      (ii)




(i)




                            –1–
(ii)

(iii)             2019       10     30

(iv)              2016       11    6                    2016
        11   9

(v)              2018    12       31             2018

(vi)             2019    6    30                 2019

(vii)




                                         –2–
(i)
           (ii)




      1.

                          2016    11 4
                        2017      2018    2019     12   31




                       2018      2019
      2019 12     31
        23,095
                                                        2019   12   31
                                          25,917




                                  –3–
2.

                                                              2016   11   4
                              2019      12   31

               2019   10 30
                       2020     2021         2022   12   31



2020   1   1

3.




                                     40




                                –4–
4.

     4.1




           2019     10     30




                                 2019   6        30

                    2019    12    31
                                                                 23,095
           25,917

                                            2019           12   31




                                 2019       12        18
           2019     12     31




                                        –5–
4.2

          2017     2018    2019     12     31
      2017     2018 12    31                        2019      6       30



                                      2017                2018                  2019
                                    12 31               12 31                 12 31




                                         14,322              17,695              23,095



                                           2,118              2,827               3,918

                                            340                460                 638

                                      2017                2018                 2019
                                    12 31               12 31                 6 30




                                         13,638              16,965              11,025



                 1                         1,108              1,574                646

                 1                          130                175                     49



      1.                   2017     2018         2019   12   31
                                                2014                   2017     2019




                            –6–
4.3

                                                                    (i)        2019       6
30                                               (ii)   2018        12    31
                              (iii)             2019 12 31
                2018              33%          (iv) 20%

      2019

                                                           2018                     2019



           6 30                                                6,087                  11,025
           12 31                                              10,878                  14,421
                                                                                          1
           12      31                                         16,965                  25,446
                                                                                          2



      1.                   2018   12     31                                               33%



      2.                   2019   6    30                                          2019       12
              31


                              2019       12    31
                                                     23,095                           2,351
                                                              20%
25,917




                   2019
                                                                   2018        6   30
                          8,128                     2019   6     30
             13,552                         66.7%                              2019       6
      30




                                       –7–
                                     11,025                            2018        6    30
                     6,087                81.4%



                                                      2016      1         13                     26.55
                                                             60.00                            2014 6
                                        100.26



                                2    WTI



    85

    80

    75

    70

    65

    60

    55

    50

    45

    40
    17 10    17 12    18 2    18 4    18 6     18 8    18 10    18 12     19 2         19 4     19 6   19 8




                                                                     2018      9                     81.20
                                             2018       4                      35.7%                 2018     12
                               52.24
                               120                                                                       2019
                                 27%                                         EIA
                                 2019                                   60.00                 2019
                                                                               1
                     63.39           2020                      62.00


1
         https://www.eia.gov/outlooks/steo/report/prices.php




                                                      –8–
             2019                                                   2019    12 31
                             2019                                          14,421
                                             10,878         32.6%
           2019     12      31                                              25,446

             2,351                                          2,351
           20%

           (i)       2019        6    30
                                     81.1%           (ii)



     4.4




                                     2019    12      31




5.

     5.1




           2019     10      30




                                             –9–
(a)

                 1982




(b)




(c)




      – 10 –
5.2

                                   2017           2018     2019 12              31
                      2017           2018         12 31
  2019 6 30                                            2020    2021
2022 12 31

                     2017               2018             2019                2019
                   12 31              12 31            12 31                6 30




                         14,322         17,695              23,095
                         13,638         16,965                                11,025




                          2,118          2,827               3,918
              1           1,108          1,574                                  646



                             340            460               638
              1              130            175                                     49



      1.          2017         2018     2019      12   31
                                       2014                          2017   2019




                  – 11 –
                                       2020          2021                 2022
                                     12 31         12 31                12 31




                                        40,044          52,058             67,675



                                         5,397            7,169               9,534

                                          600              797                1,059

5.3

                                                                2017          2018
  12   31              2019 6        30
                          2020         2021      2022      12      31



                              2020  2021                2022      12    31
                             (1)
        2020    2021     2022 12 31                                     (2)
                                                    (3) 20%



                                    2018         2019
2018                35%         2019                              27%
            2.70%       2019    9 5 EIA                                 2019
                    63.39        2020             62.00




        IHS Markit
                 10%




                          – 12 –
                 IHS Markit
                                                  2017       2018        12   31
         2019     6    30
                                                                     2020          2021
  2022     12     31
                             2020        2021         2022   12     31




                2017        2018    12    31
                                           78%



                                               2020      2022
                 2019
2019                        81%                  83%




                                                                               8.0%
                                                                  2017        2019 6




                                    – 13 –
30               7.4%

                                     2017      2019   6     30
                                            9.6%
                                                      10.0%

          20%




                                                             2017
     2018
                                      95.2%    95.9%             2019
     12     31                                     25,446
                        23,095       110.2%




                          – 14 –
                                     2017              2018         2019
                                   12 31             12 31         6 30




                                          17,459       21,887        13,552
                                          13,638       16,965        11,025

                                          78.1%         77.5%           81.4%

                                                          2017    2018
12 31               2019           6      30                     77.5%
81.4%



                                       83.0%

                        2022        12       31
                                                                 2022
                                               30%               (i)
           2020                    (ii)         IHS Market

                  10%      (iii)       2019

    (iv)




                        – 15 –
                                                                                                                                       Markets and
                                       2
                      Markets                                                2017              2022
                         3.35%                                                                2022                         1,255.1




                                                                                       3
                                                            (2016-2030)

                                                                                                                2018           12        31
                                                                                                        621
                           497         24.9%
                                                                                       4
                             2019
                                 2019 12 31                                                                                 700 800
                                   2018 12 31                                                                           12.7% 28.8%
                                                                                                    2019            6 30
                                                                                                                      337
                      60.5%                                                                        86                       109.8%
                                                                                                                                   181
                                                      46.0%




2
    h t t p s : / / w w w . m a r k e t s a n d m a r k e t s . c o m / M a r k e t - R e p o r t s / o i l f i e l d - s e r v i c e s - m a r k e t -263907746.
    html?gclid=EAIaIQobChMIk_KUn9aQ5QIViWkqCh14-gO2EAAYAiAAEgKkDPD_BwE
3
    http://www.gov.cn/xinwen/2017-04/25/5230568/files/286514af354e41578c57ca38d5c4935b.pdf
4
    https://www.cnoocltd.com/art/2019/1/23/art_32091_15284095.html




                                                                         – 16 –
                           64                  45.5%

                  5%                                              2022
12    31                                  30%

75%
                                             2022   12      31
            30%                                            2022     12
31                                   30%
                  2017          2018 12 31                        2019
6    30

                                 2020   2021        2022     12     31




                           20%




           20%
                                                       20%




                    – 17 –
            2017          2018   12   31                   2019      6
30
                                             2014
     2017          2019




                                           2017     2019   6    30
                                            7.4%

                                               8.0%




                                                               20%




                      – 18 –
                                  2017          2019       6   30




                                    2017          2019 6            30
                                                   9.6%

                  10.0%




                                                                    20%




5.4

                                         2020    1     1
      2022   12   31




                       – 19 –
     5.5




     5.6

                      1982
                             1982




6.




           – 20 –
(i)




(ii)

                                          (1)
                                                      (2)

               (3)




  IHS Markit (www.ihsmarkit.com) Clarkson (www.crsl.com)    Rigzone
(www.rigzone.com)
IHS Markit Clarkson
              Rigzone
         IHS Markit Clarkson Rigzone




                          – 21 –
                     IHS Markit    Clarkson              Rigzone
     Rigzone                             IHS Markit Clarkson
                       IHS Markit Petrodata World Rig Forecast IHS
Markit Petrodata Seismic Quarterly Report Clarkson Offshore Drilling
Rig Monthly Clarkson Offshore Intelligence Monthly              IHS
Markit Clarkson Rigzone

                                        12
                                                         10%




                           – 22 –
– 23 –
      

      




      




(a)



(b)



(c)




         – 24 –
   (d)



   (e)

   (f)



   (g)




2019     11   11



                   1              6




                       – 25 –