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When Oil Prices Stabilize at $80: Is the Golden Window for the Oil Services Equipment Industry Slowly Opening?
This oil price increase is not just a short-term spike but a structural change driven by three main factors: the normalization of geopolitical risks, the restructuring of the global energy supply chain, and the tight supply-demand balance. Against this backdrop, the oilfield services equipment industry may be entering a period of systematic reevaluation, with capital expenditure expectations likely to reverse.