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北京时间·🕒 发布 20:00:00时区推断·⟳ 抓取 20:01:22回填·⚡ 决策 07-15 20:04:32·103.9 天前
沙特阿美授予哈里伯顿非常规天然气长期服务合同
哈里伯顿（HAL.US）获得沙特阿美多年期集成压裂与完井服务合同，方向上利多其中东非常规气业务。
📄 原文HAL↗ 原文
Aramco Awards Halliburton Long-Term Contract for Unconventional Gas Program
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不做 哈里伯顿（HAL.US）
方向上利多但不做：合同金额和HAL份额未披露，且阿美非常规气项目已由SLB、NESR等多服务商陆续披露，无法证明对HAL短期收入/利润或市值有足够可交易的新增edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- NESR已披露其入选阿美Jafurah及其他非常规油气完井服务五年期合同，说明该项目多服务商招标并非今天才出现。
- SLB已披露获得阿美五年期非常规气刺激服务合同，同样称属于更大范围的multi-billion合同，削弱今日HAL公告的独占性。
- 哈里伯顿官方发布获得阿美多年期非常规气集成压裂与完井服务合同，并称第三季度开始部署智能压裂平台。市场反应:HAL.US盘前/最新价35.42美元，较前收35.21美元上涨0.6%。
关键理由
- 哈里伯顿（HAL.US）获得沙特阿美多年期集成压裂与完井服务合同，方向上利多其中东非常规气业务。
- 公司2025年收入约222亿美元、当前市值约296亿美元；本次只称属于更大范围的multi-billion合同，未披露哈里伯顿自身份额，无法估算订单占营收或市值比例。
- 同一阿美非常规气项目此前已在2025年授予SLB、NESR等服务商类似合同，说明项目级别大但不是哈里伯顿独占的新信息。
主要风险
- 未披露合同金额、利润率和工作量分配，难以证明对哈里伯顿短期收入/利润有足够可交易的增量。
- HAL盘前仅小幅上涨且近20日仍下跌，市场暂未给出强反应；若后续公司披露金额或指引上修，可由新信号重新评估。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部库未命中能量化HAL本次合同金额或收入占比的有效资料。
检索:Halliburton Aramco Jafurah unconventional gas contract revenue exposure order value - 做多前查反向 · 来源 web · 日期 2025-12-23 · 影响 weakens
公开资料显示SLB、NESR等已获同一阿美非常规气项目相关长期合同，HAL公告更像多服务商框架延续而非独占大单。
检索:Aramco Halliburton Jafurah unconventional gas contract multi billion Halliburton share 原文 ↗ - 做多前查反向 · 来源 stock_quote · 日期 2026-07-15 · 影响 none
HAL最新价35.42美元、仅较前收涨0.6%，近20日跌10.56%，未见强烈抢跑但也未证明市场认为该公告足以重定价。
检索:HAL.US stock_quote full
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
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Press Release
Aramco Awards Halliburton Long-Term Contract for Unconventional Gas Program
PDF Version
HOUSTON --(BUSINESS WIRE)--Jul. 15, 2026--
Aramco awarded Halliburton (NYSE: HAL) a multi-year contract to deliver integrated stimulation and completion services for unconventional gas development in the Kingdom of Saudi Arabia . This award is part of a broader multi-billion contract, supporting one of the largest unconventional gas development programs globally.
This award builds on Halliburton’s established portfolio supporting Aramco’s unconventional program. Across many of the Kingdom’s unconventional plays, Halliburton delivers a comprehensive suite of drilling and completion solutions. Its integrated service model is designed to support high-intensity development programs and improve operational efficiency, workflow predictability, and execution reliability. This collaboration supports broader regional efforts toward integrated unconventional development programs.
“This award highlights our long-standing collaboration with Aramco and builds on more than 80 years in the Kingdom, while advancing unconventional gas development in the Kingdom,” said Rami Yassine , president, Eastern Hemisphere, Halliburton. “Beginning in the third quarter of 2026, Halliburton will deploy the Kingdom’s first fully integrated intelligent fracturing platform through OCTIV ® Auto Frac and Sensori™ fracturing monitoring services to contribute to asset value for one of the world’s largest unconventional fields."
Under the program, Halliburton will deploy intelligent automation solutions for fracturing to optimize performance in real time and support disciplined implementation across multi-well campaigns. These technologies support digital integration across operations while advancing efficiency and operational reliability.
Development activities in the Jafurah Basin are underway. To support this effort, Halliburton plans to increase its investment in local manufacturing, improve its supply chain, and expand workforce development programs within the Kingdom, aiming to scale operations and sustain high performance as unconventional activity accelerates.
ABOUT HALLIBURTON
Halliburton is one of the world’s leading providers of products and services to the energy industry. Founded in 1919, we create innovative technologies, products, and services that help our customers maximize their value throughout the life cycle of an asset and advance a sustainable energy future. Visit us at www.halliburton.com ; connect with us on LinkedIn , YouTube , Instagram , and Facebook .
View source version on businesswire.com: https://www.businesswire.com/news/home/20260715096562/en/
For Investors:
David Coleman
investors@halliburton.com
281-871-2688
For Media Relations:
Alexandra Franceschi
pr@halliburton.com
281-871-3602
Source: Halliburton
Toggle Primary Navigation
PixStar™ High-Resolution Ultrasonic Imaging Service
High-resolution images for real-time wellbore stability
Explore
Well Construction
LOGIX™ Automated Drilling Solution
Smart design meets drilling automation
Explore
Completions
Future of Completions™
Advancing the speed of digital oilfield capabilities
Explore
Production
X-Tend™ Acid Stimulation Service
Optimizing stimulated reservoir contact
Explore
Abandonment
Acoustic Conformance Xaminer® Service
Identify and pinpoint costly wellbore leaks
Explore
Integrated Services
Halliburton Consulting
Digital integration for increased asset value
Explore
Software
DecisionSpace365 Solutions
A Cloud-Based, Subscription Service for E&P Applications
Explore
Search
Press Release
Aramco Awards Halliburton Long-Term Contract for Unconventional Gas Program
PDF Version
HOUSTON --(BUSINESS WIRE)--Jul. 15, 2026--
Aramco awarded Halliburton (NYSE: HAL) a multi-year contract to deliver integrated stimulation and completion services for unconventional gas development in the Kingdom of Saudi Arabia . This award is part of a broader multi-billion contract, supporting one of the largest unconventional gas development programs globally.
This award builds on Halliburton’s established portfolio supporting Aramco’s unconventional program. Across many of the Kingdom’s unconventional plays, Halliburton delivers a comprehensive suite of drilling and completion solutions. Its integrated service model is designed to support high-intensity development programs and improve operational efficiency, workflow predictability, and execution reliability. This collaboration supports broader regional efforts toward integrated unconventional development programs.
“This award highlights our long-standing collaboration with Aramco and builds on more than 80 years in the Kingdom, while advancing unconventional gas development in the Kingdom,” said Rami Yassine , president, Eastern Hemisphere, Halliburton. “Beginning in the third quarter of 2026, Halliburton will deploy the Kingdom’s first fully integrated intelligent fracturing platform through OCTIV ® Auto Frac and Sensori™ fracturing monitoring services to contribute to asset value for one of the world’s largest unconventional fields."
Under the program, Halliburton will deploy intelligent automation solutions for fracturing to optimize performance in real time and support disciplined implementation across multi-well campaigns. These technologies support digital integration across operations while advancing efficiency and operational reliability.
Development activities in the Jafurah Basin are underway. To support this effort, Halliburton plans to increase its investment in local manufacturing, improve its supply chain, and expand workforce development programs within the Kingdom, aiming to scale operations and sustain high performance as unconventional activity accelerates.
ABOUT HALLIBURTON
Halliburton is one of the world’s leading providers of products and services to the energy industry. Founded in 1919, we create innovative technologies, products, and services that help our customers maximize their value throughout the life cycle of an asset and advance a sustainable energy future. Visit us at www.halliburton.com ; connect with us on LinkedIn , YouTube , Instagram , and Facebook .
View source version on businesswire.com: https://www.businesswire.com/news/home/20260715096562/en/
For Investors:
David Coleman
investors@halliburton.com
281-871-2688
For Media Relations:
Alexandra Franceschi
pr@halliburton.com
281-871-3602
Source: Halliburton
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