Group 1 - The core viewpoint of the articles highlights the performance and valuation of China Petroleum Engineering Corporation, which closed at 3.52 yuan with a PE ratio of 33.45 times and a total market value of 19.653 billion yuan [1][2] - The company ranks 13th in the mining industry based on PE ratio, with the industry average at 30.36 times and the median at 39.86 times [1][2] - As of March 31, 2025, the number of shareholders in the company is 64,316, a decrease of 1,584 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - The main business of China Petroleum Engineering Corporation includes oil and gas engineering and the production and sales of new energy materials, with key products being surface engineering for oil fields, pipeline and storage engineering, refining and chemical engineering, and environmental engineering [1] - The company has received 23 awards for technological progress from the Construction Association and 18 awards for quality engineering from the Petroleum Engineering Construction Association for the year 2024 [1] - In the latest quarterly report for Q1 2025, the company achieved a revenue of 17.129 billion yuan, a year-on-year increase of 16.26%, while net profit was 194 million yuan, reflecting a year-on-year decrease of 19.82%, with a gross sales margin of 7.18% [1]

Market Performance - The oil service engineering sector increased by 1.61% on August 20, with Qianeng Hengxin leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Qianeng Hengxin (300191) closed at 20.91, up 3.98% with a trading volume of 208,100 shares and a transaction value of 437 million [1] - Haiyou Development (600968) closed at 4.07, up 3.30% with a trading volume of 1,260,600 shares and a transaction value of 511 million [1] - Other notable stocks include Bomaike (603727) at 14.87 (+1.99%), Zhongyou Engineering (600339) at 3.52 (+1.73%), and Shihua Oil Service (600871) at 2.06 (+1.48%) [1] Capital Flow - The oil service engineering sector saw a net inflow of 75.06 million from main funds, while retail funds experienced a net outflow of 3.08 million [2] - Main funds showed significant inflows into Qianeng Hengxin (47.51 million) and Haiyou Development (25.45 million), while notable outflows were seen in Huibo Yin (-6.28 million) and Zhongman Petroleum (-9.39 million) [3]

Market Overview - On August 19, the oil service engineering sector experienced a slight decline of 0.05% compared to the previous trading day, with Keli Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Notable gainers in the oil service engineering sector included: - Renji Co., Ltd. (002629) with a closing price of 7.11, up 3.19% and a trading volume of 267,400 shares, totaling 188 million yuan [1] - Beiken Energy (002828) closed at 10.67, up 1.33% with a trading volume of 208,900 shares, totaling 222 million yuan [1] - Other stocks showed minor fluctuations, with some experiencing negligible changes [1] Capital Flow - The oil service engineering sector saw a net outflow of 35.21 million yuan from institutional investors, while retail investors contributed a net inflow of 26.13 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - Haiyou Development (600968) with a net inflow of 17.93 million yuan from institutional investors, but a net outflow of 22.72 million yuan from retail investors [3] - Beiken Energy (002828) saw a net inflow of 16.56 million yuan from institutional investors, but a significant net outflow of 20.92 million yuan from speculative funds [3] - The data reflects varying levels of confidence in different stocks within the sector, with some attracting institutional interest while others face selling pressure from speculative investors [3]

Group 1 - The latest stock price of China Oil Engineering is 3.48 yuan, with an increase of 0.01 yuan compared to the previous trading day. The intraday high reached 3.51 yuan, and the low was 3.47 yuan, with a total transaction amount of 151 million yuan [1] - China Oil Engineering operates in the extraction industry, focusing on oil and gas field surface engineering, pipeline and storage transportation engineering, and refining engineering. It is a leading domestic oil engineering construction company with significant business presence in both domestic and international markets [1] - The latest news indicates that the engineering construction company under China Oil Engineering has successfully powered a new 17,000 square meter photovoltaic panel array at the Bab oil field No. 2 camp. This project utilizes a "photovoltaic + diesel power generation" dual system model, which helps reduce operating costs and carbon emissions [1] Group 2 - In terms of capital flow, China Oil Engineering experienced a net outflow of 9.19 million yuan on that day, with a cumulative net outflow of 12.88 million yuan over the past five days [1]

Core Viewpoint - The company is leveraging natural conditions to implement a "photovoltaic + diesel power generation" dual system model, effectively reducing high diesel consumption while decreasing greenhouse gas and pollutant emissions [1] Group 1 - The company has recently completed the commissioning of a new 17,000 square meter photovoltaic panel array at the Bab oilfield No. 2 camp [1] - This initiative aims to inject clean energy into the region, contributing to cost reduction and efficiency improvement [1]

Group 1 - The company, China National Petroleum Engineering Co., Ltd. (中油工程), has stated that it is currently not involved in the Yarlung Tsangpo River downstream hydropower project [1]

Market Overview - The oil service engineering sector experienced a decline of 1.49% on August 14, with Renji Co. leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable stock performances included: - Bomaike (603727) rose by 3.39% to a closing price of 14.66 [1] - Other companies such as CNOOC Engineering (600583) and China Oil Engineering (600339) saw declines of 0.52% and 2.52%, respectively [1] - The trading volume and turnover for selected stocks were significant, with CNOOC Development (600968) recording a turnover of 3.45 billion yuan [1] Capital Flow - The oil service engineering sector saw a net outflow of 182 million yuan from main funds, while retail investors contributed a net inflow of 171 million yuan [2] - Specific stock capital flows included: - CNOOC Development (600968) had a main fund net inflow of 28.04 million yuan, but a net outflow from retail investors of 6.38 million yuan [2] - Bomaike (603727) experienced a main fund net inflow of 16.58 million yuan, with retail investors showing a net outflow of 19.67 million yuan [2] - The overall trend indicates a mixed sentiment among different investor types within the sector [2]

报告发布方：中金企信国际咨询 项目可行性报告&商业计划书专业权威编制服务机构（符合发改委印发项目可行性研究报告编制要求）-中金企信国际咨询：集13年项目编制服务经验为各 类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战略规划、风险评估等提供项目可行性报告&商业计划书编 制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升项目单位申报项目的通过效率。 （1）水平定向钻穿越行业竞争格局：国内从事水平定向钻穿越的企业较多，但绝大多数规模较小，属于地域性企业，仅能承接实施较为简单的项目。全国 性的具有大型、超大型项目承做能力的企业较少，具有承做全球性项目的企业更是屈指可数。根据《中国非开挖技术行业年鉴》（2022年），目前国内水平 定向钻穿越服务提供商近400家，具有较强的技术和经济实力的，具有大型项目承做能力的、全国性水平定向钻穿越服务提供商数量较少，仅有20余家。 （2）行业内主要企业分析： | 本页 | 企业名称 | 企业简要情况 | | --- | --- | --- | | | 中国石油管道局工程有 限公司 | 管道局公司成立于 2000年,为上市公司中油工程 ...

Market Performance - On August 13, the oil service engineering sector rose by 0.75% compared to the previous trading day, with CNOOC Development leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - CNOOC Development (600968) closed at 4.15, with a gain of 3.23% and a trading volume of 1.7567 million shares, amounting to a transaction value of 730 million yuan [1] - Other notable stocks included PetroChina Oilfield Services (600871) with a closing price of 2.05, up 0.99%, and Zhongman Petroleum (619609) at 19.79, up 0.61% [1] - Conversely, stocks like Renji Co. (002629) and Zhongyou Engineering (600339) saw slight declines of 0.27% and 0.28%, respectively [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 122 million yuan from institutional investors, while retail investors saw a net inflow of 207 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Detailed Capital Flow for Key Stocks - CNOOC Development had a net inflow of 49.2 million yuan from institutional investors, while retail investors contributed a net inflow of 6.55 million yuan [3] - In contrast, stocks like Renji Co. and Zhongyou Engineering faced net outflows from both institutional and retail investors, indicating weaker demand [3] - The data suggests that while some stocks are attracting retail interest, institutional investors are more cautious, leading to varied performance across the sector [3]

证券之星消息，8月12日油服工程板块较上一交易日上涨0.67%，科力股份领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920088 | 科力股份 | 42.07 | 5.23% | 8.52万 | | 3.51亿 | | 600583 | 海油工程 | 5.72 | 2.69% | 62.46万 | | 3.55亿 | | 603609 | 中曼石油 | 19.67 | 2.45% | 15.28万 | | 2.99亿 | | 300191 | 潜能恒信 | 20.65 | 1.08% | 9.18万 | | 1.89亿 | | 600339 | 中油工程 | 3.58 | 0.85% | 45.77万 | | 1.63亿 | | 601808 | 当思想史 | 14.01 | 0.79% | 11.92万 | | 1.67亿 | | 00220 ...