02278/〉神开股份（002278）】、【迪威尔】等。3)水上生产平台FPSO产业链：【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_000039,中集集团) href=/000039/〉中集集团（000039）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603727,博迈科) href=/603727/〉博迈科（603727）】等。4)受益于中东天然气业务快速增长的设备供应商：【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_002353,杰瑞股份) href=/002353/〉杰瑞股份（002353）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603699,纽威股份) href=/603699/〉纽威股份（603699）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_603619,中曼石油) href=/603619/〉中曼石油（603619）】、【〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_300435,中泰股份) href=/300435/〉中泰股份（300435）】等。  风险提示：全球油气上游资本开支不及预期、国际贸易环境及地缘政治波动、行业竞争加剧导致毛利率下滑、产业链供应与技术迭代风险等
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