2026-06-05硬件制造与工业资本品油服订单强劲增长，半潜式钻井平台利用率攀升，中期前景看好UBS ｜ 瑞银-中国油气行业：5月半潜式钻井平台利用率上升，油服中期前景看涨 UBS-China Oil and Gas Sector Oilfield services： higher semi~sub drillship UTIL in May； bullish mid~term outlook for OFS-260603.pdf