Market Overview - The oil service engineering sector experienced a decline of 3.44% on January 16, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable declines in individual stocks include: - Daoyuan Petroleum (300164) at 7.10, down 11.91% with a trading volume of 1.887 million shares and a transaction value of 13.49 billion [1] - Keli Co., Ltd. (920088) at 35.69, down 11.77% with a trading volume of 82,700 shares and a transaction value of 303 million [1] - Zhunyou Co., Ltd. (002207) at 8.26, down 8.43% with a trading volume of 435,000 shares and a transaction value of 365 million [1] Capital Flow - The oil service engineering sector saw a net outflow of 460 million from main funds, while retail investors contributed a net inflow of 391 million [1] - The table of capital flow indicates that: - Zhongyou Engineering (600339) had a main fund net inflow of 5.4486 million, while retail investors had a net inflow of 3.3170 million [2] - Haiyou Engineering (600583) experienced a main fund net outflow of 20.4936 million, but retail investors had a net inflow of 2.5745 million [2] - Beiken Energy (002828) faced a main fund net outflow of 23.0657 million, with a significant retail net inflow of 39.8684 million [2]

Core Viewpoint - The oil service industry is expected to maintain a favorable business environment due to stable oil prices and increasing demand for oil and gas, supported by rising capital expenditures from upstream oil companies [1][3]. Group 1: Industry Outlook - The international oil price is currently above $65 per barrel, with geopolitical uncertainties providing some support [2]. - Upstream capital expenditures are expected to increase, leading to accelerated development in oil fields and related services such as perforation, fracturing, logging, and completion [2][5]. - Oil service companies are seeing a rise in order volumes, particularly from international oil companies, indicating a positive trend for the industry [3][4]. Group 2: Company Developments - Chevron plans to maintain its 2026 capital expenditure between $18 billion and $19 billion, a 22% increase from 2025, with a significant portion allocated to upstream activities [2]. - Phillips 66 has raised its 2026 capital budget to $2.4 billion, reflecting a broader trend of increasing investment in oil exploration and production [2]. - Companies like Jereh and China National Petroleum Engineering are securing significant contracts, indicating robust demand for oil service capabilities [4].

Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]

Core Viewpoint - China Petroleum Engineering Corporation (CPE) has shown a mixed performance in stock price and financial metrics, with a recent stock price increase but a decline in net profit year-on-year [1][2]. Group 1: Stock Performance - On January 9, CPE's stock price increased by 2.05%, reaching 3.48 CNY per share, with a trading volume of 169 million CNY and a turnover rate of 0.87% [1]. - Year-to-date, CPE's stock price has risen by 3.88%, with a 3.88% increase over the last five trading days, a 4.50% increase over the last 20 days, and a 3.87% decline over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, CPE reported a revenue of 57.529 billion CNY, reflecting a year-on-year growth of 12.42%, while the net profit attributable to shareholders decreased by 17.22% to 523 million CNY [2]. - CPE has distributed a total of 2.204 billion CNY in dividends since its A-share listing, with 715 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, CPE had 68,500 shareholders, a decrease of 13.62% from the previous period, with an average of 81,518 circulating shares per shareholder, an increase of 15.77% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 59.5611 million shares, a decrease of 5.0403 million shares from the previous period [2].

Group 1 - Oil and gas stocks have surged again, with Intercontinental Oil reaching the daily limit increase [1] - Tongyuan Petroleum has risen over 6%, indicating strong market performance [1] - Other companies such as Zhongman Petroleum, Sinopec Oilfield Service, and China National Petroleum Engineering have also seen gains [1]

Core Viewpoint - China Petroleum Engineering Corporation (中油工程) has shown a modest stock price increase of 2.09% year-to-date, with a market capitalization of 19.094 billion yuan as of January 8. The company operates in the oil and gas engineering sector, providing various services including oilfield surface engineering and environmental engineering [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 57.529 billion yuan, reflecting a year-on-year growth of 12.42%. However, the net profit attributable to shareholders decreased by 17.22% to 0.523 billion yuan [2]. - Cumulative cash dividends since the A-share listing amount to 2.204 billion yuan, with 0.715 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 13.62% to 68,500, while the average circulating shares per person increased by 15.77% to 81,518 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 59.5611 million shares, a decrease of 5.0403 million shares from the previous period [3].

Core Viewpoint - Oil and gas stocks experienced a short-term surge, with Huibo Pu hitting the daily limit, while companies such as CNOOC Engineering, CNOOC Development, China Oilfield Services, China National Petroleum Engineering, and Baker Hughes also saw significant gains [1] Group 1 - Huibo Pu reached its daily limit, indicating strong investor interest and confidence in the stock [1] - Other companies in the oil and gas sector, including CNOOC Engineering and CNOOC Development, also reported notable increases in their stock prices [1] - The overall trend suggests a positive sentiment in the oil and gas industry, reflecting potential growth opportunities [1]

Group 1 - The oil service engineering sector increased by 2.09% on January 6, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Key stocks in the oil service engineering sector showed significant price increases, with Renji Co., Ltd. rising by 4.79% to a closing price of 7.22 [1] Group 2 - The oil service engineering sector experienced a net inflow of 86.14 million yuan from main funds, while retail investors saw a net outflow of 23.13 million yuan [2] - Major stocks such as Haiyou Development and Tongyuan Petroleum had notable net inflows from main funds, with Haiyou Development receiving 39.85 million yuan [3] - The overall trading volume and turnover for key stocks in the sector were substantial, with Tongyuan Petroleum achieving a turnover of 1.02 billion yuan [1][2]

1月6日，中油工程盘中上涨2.10%，截至10:49，报3.41元/股，成交1.19亿元，换手率0.63%，总市值 190.39亿元。 截至9月30日，中油工程股东户数6.85万，较上期减少13.62%；人均流通股81518股，较上期增加 15.77%。2025年1月-9月，中油工程实现营业收入575.29亿元，同比增长12.42%；归母净利润5.23亿元， 同比减少17.22%。 分红方面，中油工程A股上市后累计派现22.04亿元。近三年，累计派现7.15亿元。 机构持仓方面，截止2025年9月30日，中油工程十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股5956.11万股，相比上期减少504.03万股。南方中证500ETF（510500）位居第六大流通股 东，持股2463.26万股，相比上期减少56.28万股。易方达港股通红利混合A（005583）位居第九大流通 股东，持股1896.11万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入10.01万元，特大单买入982.66万元，占比8.24%，卖出1139.20万元，占 比9.55%；大单买入2592.76万元，占比21 ...

Core Viewpoint - China Petroleum Engineering Corporation (中油工程) is planning to issue A-shares to a specific group, primarily to its controlling shareholder, China National Petroleum Corporation, to raise funds for oil and gas transportation projects in Iraq and the UAE, as well as to supplement working capital [1][2][3][4]. Trading Information Summary - As of January 5, 2026, the stock closed at 3.34 yuan, down 0.3%, with a turnover rate of 1.13%, a trading volume of 632,700 shares, and a transaction value of 213 million yuan [1]. - On the same day, the net outflow of main funds was 4.77 million yuan, accounting for 2.23% of the total transaction value, while retail investors saw a net inflow of 5.97 million yuan, representing 2.8% of the total transaction value [1]. Company Announcement Summary - Beijing Jindu Law Firm issued a legal opinion confirming that China Petroleum Engineering Corporation meets the conditions for issuing A-shares to specific entities. The issuance has been approved by the board of directors, shareholders, and the controlling shareholder, with a price set at 3.52 yuan per share [1]. - The financial report and audit report from ShineWing Certified Public Accountants confirmed that the financial statements of China Petroleum Engineering Corporation for the year 2024 fairly reflect its financial status and operating results [1]. Fundraising Details - The issuance aims to raise no more than 5.896 billion yuan, with the funds allocated for oil and gas transportation projects in Iraq and the UAE, as well as for working capital [2][3][4]. - The number of shares to be issued is capped at 1,674,944,241 shares, with a lock-up period of 36 months [2][5].