中油工程公告称，公司2026年度日常关联交易预计事项已通过董事会审议，尚需股东会审议。2025年1- 9月，公司与中国石油集团及其所属公司实际发生关联交易金额与预计有差异，全年执行金额将接近预 计金额。2026年预计关联交易总额约79.96亿元，包括向关联人销售商品及提供劳务600亿元等。截至公 告日，中国石油集团持有公司约45.99%股权，为控股股东。关联交易定价合理，对公司长远发展有积 极影响。 ...

2025 年 12 月 12 日 公司研究 总承包建设新材料装置投产，积极拓展新兴业务版图 要点 事件：公司官方公众号消息，中油工程旗下昆仑工程公司 EPC 总承包的大庆石 化 1000 吨/年超细旦腈纶特种长丝项目一次开车成功。 点评： 项目打破国外技术垄断，填补国内特种长丝产业化空白。该项目总投资 1.1 亿元， 采用国内先进纺丝工艺，建成国际领先水平生产线，关键设备实现国产化配套。 项目团队自主开发的"双向切线进料+真空负压"复合脱泡工艺与装备在本项目 中成功应用，实现了工艺自主化、设备国产化的双重突破，解决了传统技术受原 料粘度影响大、能耗高、局部气泡聚集的问题，生产出 150D/80F、75D/40F 等 牌号产品，填补了国内超细旦腈纶特种长丝产业化制造的空白，打破了国外的技 术垄断。在全球纺织新材料向绿色化、功能化、高端化变革的背景下，项目投产 将增强我国纺织产业链自主可控能力，同时为中国石油"炼化生精材"产业链升 级与化纤产业布局优化提供支撑。 项目建设追求速度，精细化管理助力建设目标达成。本项目于 2024 年 6 月可研 批复，7 月基础设计获批，12 月中标 EPC 工程，2025 年 3 ...

在社会维度，中油工程高度重视员工的发展与福利。2024年，公司员工培训投入同比增长8.74%，培训 覆盖率达到100%，人均培训时长达到了76.49小时。公司精心构建了多层次的培训体系，举办了包 括"市场营销大讲堂"和"项目经理训练营"在内的各类专业培训活动，全面提升了员工的综合素质和专业 技能。 在治理维度，中油工程不断完善治理体系，提升治理效能，各项工作开展扎实且成果显著。2024年，公 司积极推动引入战略投资者，中国石油集团将约占A股总股本8.3%的股份划转给中石化国投并获国资委 批准，股权结构持续优化，治理结构更加多元。 对于未来，中油工程方面表示，将继续秉持可持续发展理念，持续深化在环境、社会和治理方面的实 践，不断提升ESG管理水平，以更加坚定的步伐迈向世界一流能源与化工工程综合服务商的目标，为经 济社会可持续发展贡献更大力量。 （文章来源：证券时报网） 12月8日，由证券时报社主办，五粮液、中泰证券协办的"第十九届上市公司价值论坛暨2025新质生产力 巡礼宜宾行"在四川省宜宾市举行，备受关注的"第十九届上市公司价值评选"榜单也在会上同步揭晓。 油气工程建设龙头中油工程(600339)凭借在环境、 ...

Core Insights - The oil service engineering sector experienced a slight increase of 0.13% on December 2, with Haiyou Development leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Haiyou Development (600968) closed at 3.86, up 1.58% with a trading volume of 596,000 shares and a transaction value of 228 million yuan [1] - Haiyou Engineering (600583) closed at 5.54, up 1.28% with a trading volume of 441,300 shares and a transaction value of 244 million yuan [1] - Other notable stocks include: - Dongsi Thought (601808) at 14.41, up 0.84% [1] - Zhongyou Engineering (600339) at 3.40, unchanged [1] - Beiken Energy (002828) at 12.18, down 0.49% [1] - Shihua Oil Service (600871) at 2.33, down 0.85% [1] - Tongyuan Petroleum (300164) at 6.05, down 1.31% [1] - Huibo Yin (002554) at 3.55, down 1.66% [1] - Zhongman Petroleum (603619) at 22.24, down 1.94% [1] - Bomai Ke (603727) at 15.35, down 2.17% [1] Capital Flow - The oil service engineering sector saw a net outflow of 210 million yuan from institutional investors, while retail investors contributed a net inflow of 248 million yuan [2][3] - Key stocks with significant capital flow include: - Tongyuan Petroleum (300164) with a net outflow of 40.06 million yuan from institutional investors [3] - Renji Co. (002629) with a net outflow of 33.28 million yuan from institutional investors [3] - Zhongman Petroleum (603619) with a net outflow of 26.94 million yuan from institutional investors [3] - Huibo Yin (002554) with a net outflow of 21.44 million yuan from institutional investors [3] - Haiyou Engineering (600583) with a net outflow of 20.98 million yuan from institutional investors [3]

- The report introduces two key tracking indicators: "Large Order Transaction Amount Proportion" and "Net Active Buy Amount Proportion" [7] - The "Large Order Transaction Amount Proportion" is designed to capture the buying behavior of large funds. It is calculated by identifying large orders from transaction data and computing the proportion of large buy orders' transaction amounts relative to the total daily transaction amount [7] - The "Net Active Buy Amount Proportion" reflects investors' active buying behavior. It is derived by distinguishing active buy and sell transactions from transaction data, calculating the net active buy amount (active buy amount minus active sell amount), and expressing it as a proportion of the total daily transaction amount [7] Factor Backtesting Results - For individual stocks, the top 10 stocks with the highest 5-day average "Large Order Transaction Amount Proportion" include Xinhua Du (90.6%, 99.2% percentile), Beichen Industrial (89.1%, 98.8% percentile), and Zhongyou Engineering (88.8%, 100.0% percentile) [9] - For individual stocks, the top 10 stocks with the highest 5-day average "Net Active Buy Amount Proportion" include Senying Windows (22.3%, 100.0% percentile), Huitong Group (20.0%, 100.0% percentile), and Yuandong Biotech (19.6%, 100.0% percentile) [10] - For broad-based indices, the 5-day average "Large Order Transaction Amount Proportion" ranges from 71.7% (Shanghai 50 Index) to 74.3% (China Securities 500 Index), while the "Net Active Buy Amount Proportion" ranges from -5.2% (Shanghai 50 Index) to 1.9% (China Securities 500 Index) [12] - For industries, the 5-day average "Large Order Transaction Amount Proportion" is highest in the banking sector (80.6%, 86.5% percentile) and lowest in the electronics sector (70.8%, 16.4% percentile). The "Net Active Buy Amount Proportion" is highest in the steel sector (7.9%, 75.8% percentile) and lowest in the banking sector (-14.6%, 3.3% percentile) [13] - For ETFs, the top 10 ETFs with the highest 5-day average "Large Order Transaction Amount Proportion" include Guotai CSI A500 ETF (92.3%, 36.1% percentile) and Guotai SSE 10-Year Treasury Bond ETF (90.7%, 89.3% percentile) [15] - For ETFs, the top 10 ETFs with the highest 5-day average "Net Active Buy Amount Proportion" include Southern SSE STAR Chip ETF (27.5%, 100.0% percentile) and E Fund Hang Seng Dividend Low Volatility ETF (23.6%, 99.6% percentile) [16]

Core Insights - The oil service engineering sector experienced a rise of 1.78% on December 1, with Keli Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Keli Co., Ltd. (code: 920088) closed at 32.01, with a gain of 6.17% and a trading volume of 39,200 shares, amounting to a transaction value of 123 million yuan [1] - Tongyuan Petroleum (code: 300164) closed at 6.13, up 5.69%, with a trading volume of 1,137,300 shares and a transaction value of 687 million yuan [1] - Zhun Oil Co., Ltd. (code: 002207) closed at 8.68, increasing by 4.20%, with a trading volume of 320,300 shares and a transaction value of 277 million yuan [1] - Other notable performers include Shihua Oil Service (code: 600871) with a 3.07% increase and a closing price of 2.35, and Tian Sihua (code: 601808) with a 2.29% increase, closing at 14.29 [1] Fund Flow Analysis - The oil service engineering sector saw a net outflow of 113 million yuan from institutional investors, while retail investors contributed a net inflow of 168 million yuan [2] - Keli Co., Ltd. had a net inflow of 11.38 million yuan from institutional investors, representing 9.25% of its total trading volume [3] - Other companies like Haiyou Development (code: 600968) and Tongyuan Petroleum experienced mixed fund flows, with Haiyou Development seeing a net inflow of 10.62 million yuan from institutional investors [3]

Core Points - The company announced a total of 13 guarantees amounting to approximately 30.11 million RMB in October 2025 [1] - The company and its subsidiaries have an approved guarantee limit of up to 51.126 billion RMB for the year 2025, effective from January 1 to December 31, 2025 [2] - The guarantees provided include 50.301 billion RMB for subsidiaries with a debt-to-asset ratio above 70% and 0.825 billion RMB for those below [4] - The total guarantee amount from January to October 2025 is approximately 3.991 billion RMB, with bank credit guarantees accounting for about 2.253 billion RMB and performance guarantees for about 1.738 billion RMB [6] Guarantee Details - The company has completed the approval process for the guarantees in October 2025 within the previously set limits [3] - The guarantees are aimed at enhancing the company's competitive edge in market development and project contracting, aligning with the interests of all shareholders [6] - As of October 31, 2025, the total guarantee balance is approximately 44.887 billion RMB, representing 169.31% of the company's audited net assets as of December 31, 2024 [6]

（文章来源：证券日报） 证券日报网讯 11月28日晚间，中油工程发布公告称，2025年10月份，公司及子公司对所属各级分、子 公司实际发生的担保共计13笔，均为授信担保，担保金额约3010.95万元。 ...

Market Overview - The oil service engineering sector increased by 0.47% on November 28, with Beiken Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Beiken Energy (002828) closed at 12.21, up 5.35% with a trading volume of 395,000 shares and a turnover of 477 million yuan [1] - Huibo Yin (002554) closed at 3.66, up 5.17% with a trading volume of 454,800 shares and a turnover of 164 million yuan [1] - Zhun Oil Co. (002207) closed at 8.33, up 4.52% with a trading volume of 294,100 shares and a turnover of 242 million yuan [1] - Tongyuan Petroleum (300164) closed at 5.80, up 4.13% with a trading volume of 713,900 shares and a turnover of 410 million yuan [1] - Other notable performers include Keli Co. (920088) and Qian Neng Heng Xin (300191), with increases of 2.20% and 1.86% respectively [1] Capital Flow - The oil service engineering sector saw a net inflow of 91.91 million yuan from institutional investors, while retail investors experienced a net outflow of 74.93 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence while retail investors withdrew funds [2] Individual Stock Capital Flow - Tongyuan Petroleum (300164) had a net outflow of 32.24 million yuan from institutional investors, indicating a lack of confidence [3] - Zhun Oil Co. (002207) experienced a net inflow of 17.01 million yuan from institutional investors, suggesting positive sentiment [3] - Beiken Energy (002828) saw a net inflow of 12.63 million yuan from institutional investors, reflecting strong interest [3]

证券代码：600339 证券简称：中油工程 公告编号：临 2025-063 中国石油集团工程股份有限公司 关于 2025 年 10 月份担保发生情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | | | 中国石油工程建设有限公司 | | --- | --- | --- | --- | --- | | | 本次担保金额 | | | 8,071,207.85 元 | | 担保对象一 | 实际为其提供的担保余额 | | | 11,303,575,692.73 元 | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | | 担保对象二 | 被担保人名称 | | | 中国石油管道局工程有限公司 | | | 本次担保金额 | | | 14,563,421.44 元 | | | 实际为其提供的担保余额 | | | 11,688,305,218.96 ...