证券代码：600339 证券简称：中油工程 公告编号：2025-056 中国石油集团工程股份有限公司 关于召开2025年第一次临时股东会的通知 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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2025年第一次临时股东会 （四） 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 10 月 17 日 14 点 00 分 召开地点：北京市朝阳区安立路 101 号名人大厦 0903 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 10 月 17 日 至2025 年 10 月 17 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股通投 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月29日丨中油工程(600339.SH)公布，公司收到控股股东中国石油天然气集团有限公司(以下简 称"中国石油集团")出具的《关于中国石油集团工程股份有限公司向特定对象发行A股股票的批复》(中 国石油财务〔2025〕137号)，中国石油集团原则同意公司向特定对象发行不超过1,674,944,241股(含)A股 股份的总体方案。 ...

格隆汇9月29日丨中油工程(600339.SH)公布，公司收到控股股东中国石油天然气集团有限公司(以下简 称"中国石油集团")出具的《关于中国石油集团工程股份有限公司向特定对象发行A股股票的批复》(中 国石油财务〔2025〕137号)，中国石油集团原则同意公司向特定对象发行不超过1,674,944,241股(含)A股 股份的总体方案。 ...

Group 1: Digital Trade and Economic Cooperation - The Fourth Global Digital Trade Expo is being held in Hangzhou from September 25 to 29, with over 1,700 companies participating, including more than 20% international exhibitors and over 70 global Fortune 500 companies [2] - The UAE, as a guest country, showcases advancements in digital economy, fintech, AI, and smart governance at its national pavilion [2] - Bilateral trade between China and the UAE has reached $90 billion, with a target of $200 billion by 2030 [2] Group 2: UAE Real Estate Market - The UAE real estate market is projected to reach $759 billion by 2029, with a compound annual growth rate of 2.28% [3] - The market value is expected to approach $693 billion by the end of 2025, driven by foreign direct investment and stable rental prices [3] - The UAE real estate services market is estimated to grow from $184.5 billion in 2025 to $247.5 billion by 2030, with a CAGR of 6.05% [3] Group 3: Infrastructure and Housing Development - The UAE plans to invest $28.8 billion to build 40,000 housing units in Abu Dhabi by 2029 [3] - The project includes the construction of 25,244 housing units and the development of 14,876 residential plots [3] Group 4: Foreign Direct Investment in Dubai - Dubai leads globally in greenfield foreign direct investment (FDI) projects, adding 643 projects in the first half of 2025 [4] - The city has seen a significant increase in foreign investment, ranking second globally in total foreign investment and third in job creation [4] Group 5: Digital Trade Platform Launch - Dubai GlobalX Group has launched Tradex, a digital B2B trade platform with an investment of $272 million, focusing on cross-border trade between the UAE and Iraq [4] - The platform aims to streamline import/export processes and enhance compliance in international markets [4] Group 6: Qatar Economic Growth - Qatar's economy grew by 1.9% in Q2 2025, driven by the non-energy sector, which accounted for 65.6% of the GDP [5][6] - The actual GDP reached 181.8 billion Qatari riyals, up from 178.5 billion riyals in the same period last year [5] Group 7: Legislative Reforms in Qatar - Qatar is drafting new legislation to update public-private partnership laws, foreign investment laws, and bankruptcy laws to support private sector development [6] - The reforms aim to simplify business procedures and expand the range of commercial activities available to foreign investors [6] Group 8: Strategic Partnerships in Digital Infrastructure - Qatar Investment Authority (QIA) has partnered with Blue Owl Capital to develop a digital infrastructure platform, investing over $3 billion in initial data center assets [6] - The initiative aims to enhance cloud computing and AI capabilities to meet growing global demand [6]

长江商报消息 ●长江商报记者 黄聪 在海外市场上，中油工程（600339.SH）不断"报喜"。 9月26日，中油工程发布公告，公司全资子公司中国石油管道局工程有限公司（以下简称"管道局工程公司"）近日 与伊拉克巴士拉石油公司（以下简称"BOC"）就伊拉克巴士拉省海水输送管道总包项目（以下简称"伊拉克海水管 道项目"）签署EPC承包合同，合同金额25.24亿美元（以项目授标日汇率折算约180.32亿元人民币）。 长江商报记者统计发现，约三个月来，中油工程签下四大海外项目合同，合同总金额达353.8亿元。 值得一提的是，2025年上半年，在国内市场新签合同额同比减少7.27%的情况下，中油工程国际市场新签合同额 231.82亿元，占公司整体新签合同额的31.58%，同比增长9.86%。 三个月签下四大海外项目合同 中油工程主要经营模式涵盖项目前端咨询、技术转让、前端设计（FEED）、设计采购施工试运（EPCC）总承 包、设计采购施工管理（EPCM）总承包等工程建设全价值链，能够为客户提供项目一揽子综合解决方案。 9月26日，中油工程发布公告，公司全资子公司管道局工程公司近日与BOC就伊拉克海水管道项目签署EPC承 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future investment returns [6]. Core Insights - The company has signed contracts for two major projects in the Middle East, with a total contract value of approximately 217 billion RMB, representing 25% of the company's revenue for 2024 [2][3]. - The funding from a planned A-share issuance of 16.75 billion shares, amounting to 5.913 billion RMB, will support these projects, enhancing the company's capabilities in international markets and contributing to high-quality development [3]. - The company has shown a 9.86% year-on-year increase in new overseas contracts, which accounted for 31.58% of total new contracts signed in the first half of 2025 [4]. Summary by Sections Project Contracts - The company has secured contracts for the UAE LNG pipeline project worth 5.13 billion USD (approximately 36.88 billion RMB) and the Iraq seawater pipeline project valued at 25.24 billion USD (approximately 180.32 billion RMB) [1][2]. Financial Projections - The company forecasts net profits of 738 million RMB, 825 million RMB, and 929 million RMB for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.13, 0.15, and 0.17 RMB per share [4][10]. Market Position - The company ranks 36th in the ENR International Contractors 250 list and 6th among the top ten global oil and gas engineering companies, reflecting its strong international brand influence [4].

证券研究报告 | 2025年09月27日 中油工程（600339.SH） 受益于上游资本开支提升，公司接连签署中东大额合同 |  公司研究·公司快评 | |  | 石油石化·油服工程 |  | 投资评级：优于大市（维持） | | --- | --- | --- | --- | --- | --- | | 证券分析师： | 杨林 | 010-88005379 | yanglin6@guosen.com.cn | | 执证编码：S0980520120002 | | 证券分析师： | 董丙旭 | 0755-81982570 | dongbingxu@guosen.com.cn | | 执证编码：S0980524090002 | 事项： 公司公告：1）近日，公司全资子公司中国石油管道局工程有限公司与伊拉克巴士拉石油公司就伊拉克巴 士拉省海水输送管道总包项目签署 EPC 承包合同，合同金额 25.24 亿美元（约 180.32 亿元人民币）； 2）近日，公司全资子公司中国石油管道局工程有限公司与 ADNOC Gas 就巴伯油田和布哈萨油田天然气管 线总包项目签署 EPC 承包合同，合同金额 5.13 亿美元（约 ...

本报（chinatimes.net.cn）记者何一华 李未来 北京报道 对于近期多家中国油服企业在中东等地区连续中标大单的情况，捷诚能源首席分析师闫建涛9月26日接 受《华夏时报》记者采访时表示，中东是传统油气产区，新项目多，对油服需求大。在国家"一带一 路"大背景下，中国油气公司在该地区上游投资活跃，耕耘多年，提供上下游一体化解决方案的经验丰 富，使得油服公司竞争力不断提高。 海外拓展成效显著 今年以来，国际油价整体呈下跌态势，油服设备板块却频频传来好消息。 日前，中油工程（600339.SH）发布公告称，拿到中东客户25.24亿美元订单，换算成人民币约为180.32 亿元。而在此前中油工程也拿到了中东客户价值16.01亿美元合同，约为115.38亿元人民币。8月29日， 海油工程（600583.SH）也中标了价值约40亿美元的中东项目。 9月25日晚间，中油工程发布公告称，公司全资子公司中国石油管道局工程有限公司与伊拉克巴士拉石 油公司就伊拉克巴士拉省海水输送管道总包项目签署EPC（工程总承包）承包合同，合同金额达25.24 亿美元，以项目授标日汇率折算约180.32亿元人民币。 根据公告，该项目合同期为 ...

Group 1 - Dongxing Medical plans to acquire 90% equity of Wuhan Yijiaobao for cash, which is expected to constitute a major asset restructuring [1] - Fosun Pharma's subsidiary plans to transfer 100% equity of Shanghai Cloning, with a transaction value of up to 1.256 billion yuan [1] Group 2 - *ST Songfa's subsidiary signed a shipbuilding contract worth approximately 400-600 million USD for four VLCCs, expected delivery between late 2026 and mid-2027 [3] - Qibin Group obtained financing support of up to 90 million yuan for share repurchase [4] Group 3 - Shapuaisi's shareholder plans to reduce holdings by up to 3% of the company's total shares [5] - *ST Kaixin intends to use up to 310 million yuan for cash management in safe and liquid financial products [6] Group 4 - Junchen Technology's shareholders plan to transfer 2.5% of the company's shares due to personal funding needs [7] - Jingliang Holdings received an administrative regulatory measure from Hainan Securities Regulatory Bureau for improper revenue recognition involving 299 million yuan [7] Group 5 - Tongcheng Holdings received a cash dividend of 24.6643 million yuan from Changsha Bank [9] - Shenyang Chemical appointed Chen Liguo as the new general manager [10] Group 6 - Huaguang Huaneng signed a contract for a 160 million yuan waste heat boiler project [15] - Shuxian Valley's subsidiary completed the re-registration of a health food product [16] Group 7 - Xuanta Pharmaceutical's new specification for a diabetes treatment drug was approved [17] - Panlong Pharmaceutical's application for a pain relief gel patch was accepted by the drug regulatory authority [18] Group 8 - Zhiguang Electric's subsidiary won a procurement contract worth 164 million yuan for a storage system [19] - Chitianhua's production facility resumed operations after maintenance [20] Group 9 - Haitong Development's application for a specific A-share issuance was accepted by the Shanghai Stock Exchange, aiming to raise 210 million yuan [20] - Risheng Technology's shareholders plan to transfer 4.02% of the company's shares [33] Group 10 - Pingmei Shares' controlling shareholder plans a strategic restructuring with Henan Energy Group [35] - Shenghui Integration's controlling shareholder committed not to reduce shareholdings for 12 months [37] Group 11 - Agricultural Bank and Bank of China will no longer establish supervisory boards, with their functions transferred to the audit committees [39][40] - Dongfang Yuhong's subsidiary signed a contract for a seawater pipeline project worth 2.524 billion USD [40][41] Group 12 - Ganfeng Lithium plans to introduce investors for a capital increase of up to 2.5 billion yuan [50] - Hanyu Pharmaceutical intends to raise up to 968 million yuan for various projects [51]

Group 1 - The oil service engineering sector increased by 0.69% on September 26, with Junyou Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the oil service engineering sector showed varied performance, with Junyou Co., Ltd. closing at 8.06, up 3.73%, and Tongyuan Petroleum closing at 5.49, up 3.00% [1] Group 2 - The oil service engineering sector saw a net inflow of 74.01 million yuan from institutional investors, while retail investors experienced a net outflow of 100 million yuan [2] - The stock performance of various companies indicated mixed investor sentiment, with Tongyuan Petroleum receiving a net inflow of 37.81 million yuan from institutional investors [3] - Junyou Co., Ltd. had a net inflow of 31.08 million yuan from institutional investors, but also saw a net outflow of 19.58 million yuan from retail investors [3]