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Q-series-中国油气行业-20121130.pdf
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概述 5
相关股票影响 8
石油和天然气产量展望 12
— 中国石油开发处于中期阶段..................................................................................12
— 中国的天然气开发尚处于初期阶段........................................................................15
— 主要的问卷调查结果之一：非常规天然气产量......................................................23
页岩气：中国VS 美国 24
— 美国页岩气革命....................................................................................................24
— 关键技术 ...............................................................................................................24
— 美国的模式无法适用于中国..................................................................................25
— 中国需要应对的方法.............................................................................................26
中国油气行业资本支出 29
— 历史上游资本支出增长迅猛..................................................................................29
— 资本支出继续增长.................................................................................................30
— 陆上常规资本支出.................................................................................................31
— 陆上非常规资本支出.............................................................................................33
— 海上油气资本支出.................................................................................................37
— 主要的问卷调查结果之二：页岩气资本支出.........................................................38
— 主要的问卷调查结果之三：非常规天然气产量......................................................39
行业情况 40
— 油田服务流程和对应装备......................................................................................40
— 行业周期与资本支出周期接近...............................................................................41
— 行业规模：............................................................................................................43
行业结构：国家油服企业占主导地位 46
— 中石油中石化体系内服务企业占据主导................................................................46
— 国有油田服务企业.................................................................................................47
— 石油装备体系........................................................................................................54
— 体制内企业：基础良好整合力度不大...................................................................56
逐步壮大的独立油服企业 58
— 国内需求不断扩大.................................................................................................58
— 独立油服公司市场：夹缝中成长...........................................................................59
— 国内独立油服市场的新机遇..................................................................................60
— 装备市场对于独立企业来说更为开放....................................................................61
— 主要的问卷调查结果之四: 需要独立油田服务商....................................................65
寻找细分行业的受益者 69
— 物探：增长较慢....................................................................................................69
— 钻井：龙头行业竞争激烈......................................................................................76
— 钻井液：钻井的血液.............................................................................................86
— 测井:规模不大作用不小........................................................................................88
— 完井 ......................................................................................................................95
— 地面工程设备........................................................................................................99
— 采油设备：需求稳定...........................................................................................101
— 压裂服务和设备..................................................................................................104
公司页 112
— Key Call: 杰瑞股份..............................................................................................113
— 中海油服A...........................................................................................................116
— 通源石油 .............................................................................................................119
— 惠博普.................................................................................................................122
附录：未覆盖公司 125
— 恒泰艾普 .............................................................................................................127
— 仁智油服 .............................................................................................................130
— 海默科技 .............................................................................................................133
— 潜能恒信 .............................................................................................................136
— 吉艾科技 .............................................................................................................139
— 江钻股份 .............................................................................................................142
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