中国海洋石油有限公司（600938.SH）是中国海洋石油集团有限公司旗下核心上市平台，后者持股比例 超过62%。据该上市公司10月31日发布的业绩公告，2025年前三季度，公司营收为3125.03亿元，同比 下滑4.1%，归母净利润为1019.71亿元，同比下滑12.6%。其中，第三季度公司营收为1048.95亿元，同 比增长5.7%；归母净利润为324.38亿元，同比下滑12.2%。 12月24日，智通财经从中国海油获悉，我国渤海海域新近系浅层再获亿吨级大发现——秦皇岛29-6油 田。这是我国第一大原油生产基地渤海油田自2019年来连续发现的第7个亿吨级油田。 据悉，秦皇岛29-6油田位于渤海中部海域，是该海域近年来自秦皇岛27-3油田大发现之后的又一个亿吨 级岩性油田。经测试，这个油田单井日产原油约370吨。 公开资料显示，渤海油田始建于1965年，是我国海洋石油工业的发源地，也是我国海上产量最高、规模 最大的主力油田，现拥有60余个在生产油气田、200余座生产设施，累计生产原油超6亿吨。近年来，渤 海油田相继成为我国第一大原油生产基地和第二大油气田，是我国海洋油气增储上产的主阵地。 据中国海油12月21 ...

Core Insights - China National Offshore Oil Corporation (CNOOC) has made a significant discovery of a billion-ton oil field, Qinhuangdao 29-6, in the Bohai Sea, marking the seventh billion-ton oil field discovered since 2019 in this region, which is crucial for enhancing China's offshore oil and gas resource reserves and ensuring national energy security [1][2] Group 1 - The Qinhuangdao 29-6 oil field is located in the central Bohai Sea, approximately 44 kilometers west of Jingtang Port, and is the second billion-ton lithologic oil field discovered in the Shijiu Tuo uplift area [1][4] - The discovery well encountered an oil layer of 66.7 meters and was drilled to a depth of 1,688 meters, with a single well production capacity of approximately 370 tons of crude oil per day, indicating promising exploration prospects [1][4] - The discovery is a result of refined exploration strategies that identified "invisible" lithologic traps in the oil migration pathways, leading to the successful identification of oil-rich areas in the previously challenging Shijiu Tuo uplift slope [4][5] Group 2 - The Qinhuangdao 29-6 oil field discovery reinforces the value of meticulous exploration and is expected to solidify the resource foundation for increasing domestic oil reserves and production, contributing to energy stability and supporting the coordinated development of the Beijing-Tianjin-Hebei region [5]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced the discovery of a new billion-ton oil field, Qinhuangdao 29-6, in the Bohai Sea, marking the seventh billion-ton oil field discovered since 2019 in the Bohai oil field, which is China's largest crude oil production base [1] Group 1: Discovery and Significance - The Qinhuangdao 29-6 oil field is located in the central Bohai Sea and is a significant discovery following the Qinhuangdao 27-3 oil field [1] - This discovery reinforces China's offshore oil and gas resource reserves and is crucial for ensuring national energy security [1] Group 2: Production and Exploration Potential - The oil field has demonstrated a single well production capacity of approximately 370 tons of crude oil per day, indicating promising exploration prospects [1] - CNOOC has enhanced its understanding of the oil and gas accumulation models in the recent shallow slope zone and achieved significant breakthroughs in exploration technology [1]

Group 1 - The core viewpoint of the news is that China National Offshore Oil Corporation (CNOOC) has shown a slight increase in stock price and has low financing and margin trading balances, indicating a potential investment opportunity [1][2]. Group 2 - On December 23, CNOOC's stock rose by 1.66%, with a trading volume of 1.213 billion yuan. The financing buy-in amount was 87.9013 million yuan, while the financing repayment was 123 million yuan, resulting in a net financing buy-in of -35.4455 million yuan [1]. - As of December 23, the total financing and margin trading balance for CNOOC was 1.47 billion yuan, with the financing balance accounting for 1.75% of the circulating market value, which is below the 20th percentile level over the past year [1]. - In terms of margin trading, CNOOC had a margin repayment of 19,200 shares and a margin sell-out of 17,900 shares, with a sell-out amount of 503,200 yuan. The margin balance was 1.9171 million yuan, also below the 10th percentile level over the past year [1]. Group 3 - CNOOC, established on August 20, 1999, primarily engages in the exploration, production, and sales of crude oil and natural gas, with operations in various countries including China, Canada, the USA, the UK, Nigeria, and Brazil [2]. - The company's revenue composition is as follows: 82.73% from oil and gas sales, 14.96% from trading, and 2.31% from other activities [2]. - As of September 30, the number of shareholders was 216,500, a decrease of 7.02% from the previous period, while the average circulating shares per person increased by 7.62% to 13,922 shares [2]. Group 4 - For the period from January to September 2025, CNOOC reported a revenue of 312.503 billion yuan, a year-on-year decrease of 4.15%, and a net profit attributable to shareholders of 101.971 billion yuan, down 12.59% year-on-year [2]. - CNOOC has distributed a total of 255.995 billion yuan in dividends since its A-share listing, with 179.051 billion yuan distributed over the past three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was no longer among the top ten circulating shareholders of CNOOC [3].

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced the discovery of the Qinhuangdao 29-6 oil field in the Bohai Sea, with significant geological reserves and production potential [1] Group 1: Oil Field Discovery - The Qinhuangdao 29-6 oil field is located in the central Bohai Sea, with the main oil-bearing layer being the lower section of the Minghuazhen Formation from the Neogene period [1] - The discovery well encountered an oil layer of 66.7 meters and reached a total depth of 1,688 meters, with a tested daily production of 2,560 barrels of crude oil [1] - CNOOC has confirmed that the proven geological reserves of the Qinhuangdao 29-6 oil field exceed 100 million tons of oil equivalent through ongoing exploration [1] Group 2: Exploration and Innovation - CNOOC's Chief Geologist Xu Changgui stated that the company has enhanced the oil and gas accumulation model and technological innovation in the Neogene shallow slope zone, leading to this significant discovery [1] - The discovery challenges traditional views on the accumulation of oil and gas in slope zones, highlighting the exploration potential in uplifted areas under the influence of active strike-slip faults [1] - The Qinhuangdao 29-6 oil field is the second billion-ton lithologic oil field discovered in the Shijiaotuo uplift exploration area, underscoring the value of detailed exploration efforts [1]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced a significant oil discovery in the Bohai Sea, specifically the Qinhuangdao 29-6 oilfield, which is the seventh billion-ton oilfield discovered since 2019, reinforcing China's offshore oil and gas resource reserves and its energy security [1] Group 1 - The Qinhuangdao 29-6 oilfield is located in the central Bohai Sea and is a lithological oilfield discovered after the Qinhuangdao 27-3 oilfield [1] - The oilfield has demonstrated promising exploration prospects, with a single well producing approximately 370 tons of crude oil per day [1]

Core Viewpoint - The delivery of the core equipment for the Yingqiang offshore wind power project, including the largest single-unit capacity offshore wind power jacket in Europe, signifies a major breakthrough in China's core construction capabilities for offshore wind power products [1]. Group 1: Project Details - The delivered core components include three jackets and eleven monopile transition pieces, with a total weight of 13,850 tons [3]. - The jacket stands at a height of 95.19 meters, representing China's first internationally built steel pile wind power jacket, which involves high structural connection and protection difficulties, as well as complex construction processes [3]. Group 2: Technological Innovations - The project has pioneered the "side V" construction technique for wind power jackets and employs "modular pre-assembly + real-time monitoring and calibration" technology, achieving a joint precision control within the sub-millimeter level [5]. - The company has independently developed high-strength steel welding technology, successfully passing low-temperature impact welding tests at -50℃, achieving 100% domestic construction of core structures and filling a technological gap in the domestic field [6]. - The precise control of welding temperature and structural deformation has resulted in a welding first-pass qualification rate exceeding 99% [6].

Core Insights - The delivery of the largest single-unit offshore wind power jacket in Europe marks a significant breakthrough in China's core construction capabilities for offshore wind power products [1][3] Group 1: Project Details - The core components delivered include 3 jackets and 11 monopile transition pieces, with a total weight of 13,850 tons [3] - The jacket stands at a height of 95.19 meters, representing China's first internationally constructed steel pile wind power jacket [3] Group 2: Technological Innovations - The project introduced a pioneering "side V" construction technique for wind power jackets, utilizing "modular pre-assembly + real-time monitoring and calibration" technology, achieving sub-millimeter precision in jacket assembly [5] - The company developed high-strength steel welding technology, successfully passing low-temperature impact welding tests at -50°C, achieving 100% domestic production for core structures [5] - The welding temperature and structural deformation were precisely controlled, resulting in a welding first-pass qualification rate exceeding 99% [5]

Core Viewpoint - The Hong Kong stock market saw a net inflow of 611 million HKD from Northbound trading on December 23, with significant buying in stocks like Alibaba and Meituan, while major sell-offs occurred in China Mobile and Tencent. Group 1: Northbound Trading Summary - Northbound trading recorded a net buy of 611 million HKD, with Shanghai Stock Connect showing a net sell of 582 million HKD and Shenzhen Stock Connect showing a net buy of 1.193 billion HKD [1] - The most bought stocks included Alibaba-W (09988), Meituan-W (03690), and Zijin Mining (02899) [1] - The most sold stocks included China Mobile (00941), Tencent (00700), and SMIC (00981) [1] Group 2: Stock-Specific Details - Alibaba-W (09988) had a net inflow of 1.359 billion HKD, driven by the launch of the AI DingTalk operating system [5] - Meituan-W (03690) received a net buy of 223 million HKD [7] - Zijin Mining (02899) saw a net buy of 111 million HKD, with Macquarie raising its target price by 75% to 40 HKD [5] - Tencent (00700) faced a net sell of 1.088 billion HKD [7] - China Mobile (00941) experienced a net sell of 1.975 billion HKD [7] - SMIC (00981) had a net sell of 141 million HKD, influenced by U.S. export regulations on AI chips [6]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日油气开采板块主力资金净流出2.38亿元，游资资金净流入5840.99万元，散户资 金净流入1.8亿元。油气开采板块个股资金流向见下表： 证券之星消息，12月23日油气开采板块较上一交易日上涨1.14%，中国海油领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。油气开采板块个股涨跌见下表： ...