Key Points - The article highlights significant corporate announcements from August 1, including stock reductions, project investments, contract wins, operational data, equity acquisitions, share buybacks, and performance results [1] Group 1: Stock Reductions - Beijiajie reduced holdings by 1.025 million shares and 0.575 million shares from July 23 to July 28 [1] - Yongxin Zhicheng plans to reduce no more than 4% of its shares [1] Group 2: Project Investments - Xiamen Tungsten's subsidiary intends to establish a wholly-owned subsidiary to undertake the construction of a cutting tool production base in Chengdu [1] - Aorijin plans to invest in the construction of an overseas production line project [1] Group 3: Contract Wins - China National Petroleum Engineering's subsidiary won a contract for the Iraq seawater pipeline project [1] - Nanfeng Co. secured a project worth 61.57 million yuan [1] Group 4: Operational Data - BYD reported total new energy vehicle sales of 344,300 units in July [1] - Qianli Technology achieved total vehicle sales of 10,222 units in July, representing a year-on-year increase of 142.34% [1] Group 5: Equity Acquisitions - Zhaosheng Technology plans to acquire 49% of Maikelong for 231 million yuan [1] - *ST Yazhen intends to acquire 51% of Guangxi Zirconium for 55.449 million yuan [1] Group 6: Share Buybacks - Nova Star Cloud plans to repurchase shares worth between 75 million and 150 million yuan [1] - Baiyun Electric intends to repurchase shares worth between 10 million and 20 million yuan [1] Group 7: Performance Results - Hikvision reported a net profit of 5.657 billion yuan for the first half of the year, a year-on-year increase of 11.71% [1] - Ninebot Company achieved a net profit of 1.242 billion yuan in the first half of the year, a year-on-year increase of 108.45% [1] Group 8: Other Announcements - Jingyan Technology plans to issue convertible bonds to raise no more than 578 million yuan for new consumer electronics and data server components production projects [1] - Borui Pharmaceutical signed a cooperation and research agreement with China Resources Sanjiu [1]

近日，公司所属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"）收到业主伊拉克巴士拉石油公司（以下简称" BOC"）发来的伊拉克巴士 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"）授标函，主要工作 范围是建设海水处理设施到各联络站的干线管道、联络站到油田分输站的支线管道及 管道附属地面设施等，授标金额为 25.24 亿美元（约 180.32 亿元人民币），项目合同 期为 54 个月（设计采购施工试运阶段 42 个月+运行维护培训阶段 12 个月）。 二、招标方情况介绍 证券代码：600339 证券简称：中油工程 公告编号：临 2025-035 中国石油集团工程股份有限公司 关于子公司项目中标的公告 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个别及连带责任。 重要内容提示： 该项目目前处于中标待签约阶段，能否签署正式合同尚存在一定的不确定性。 如该项目签署正式合同并顺利实施，将对中国石油集团工程股份有限公司（以 下简称"公司"）未来 4-5 年的营业收入和利润总额产生一定的积极影响。 项目合同额、具体实施 ...

Core Viewpoint - China National Petroleum Engineering Company (600339.SH) has received a project award letter from Iraq's Basra Oil Company for the Basra seawater pipeline project, with a contract value of $2.524 billion (approximately 18.032 billion RMB) [1] Group 1 - The project involves the construction of seawater treatment facilities, main pipelines from the treatment facilities to various junction stations, and branch pipelines from junction stations to oil field distribution stations, along with associated ground facilities [1] - The contract duration is set for 54 months, which includes 42 months for design, procurement, construction, and trial operation, followed by 12 months for operation maintenance and training [1]

Core Viewpoint - China Petroleum Engineering (600339.SH) has received a project award for the Iraq Basra seawater pipeline project from Basra Oil Company (BOC), indicating a significant opportunity for the company in the international market [1] Group 1: Project Details - The awarded project involves the construction of seawater treatment facilities, main pipelines from treatment facilities to various junction stations, and branch pipelines from junction stations to oil field distribution stations, along with associated ground facilities [1] - The total contract value for the Iraq seawater pipeline project is approximately $2.524 billion (around 18.032 billion RMB) [1] - The project duration is set for 54 months, which includes 42 months for design, procurement, construction, and trial operation, followed by 12 months for operation maintenance and training [1]

Core Viewpoint - China Petroleum Engineering (600339.SH) announced that its wholly-owned subsidiary, China Petroleum Pipeline Bureau Engineering Co., Ltd., has received a project award letter from Iraq's Basra Oil Company for the Basra seawater pipeline project, with a contract value of $2.524 billion (approximately 18.032 billion RMB) and a contract duration of 54 months [1] Group 1 - The awarded project involves the construction of seawater treatment facilities, main pipelines from the treatment facilities to various junction stations, branch pipelines from junction stations to oil field distribution stations, and associated ground facilities [1] - The project contract period consists of 42 months for design, procurement, construction, and trial operation, followed by 12 months for operation maintenance and training [1]

Group 1 - The core point of the article is that China National Petroleum Engineering (600339.SH) announced that its wholly-owned subsidiary has received a project award letter for a seawater pipeline project in Iraq, with a contract value of approximately 25.24 billion USD (about 180.32 billion RMB) [1] - If the project is formally signed and successfully implemented, it will help the company consolidate and expand its oil and gas transportation engineering business in Iraq and the Middle East [1] - The project is currently in the bidding stage and there is uncertainty regarding the signing of a formal contract [1]

Core Viewpoint - China National Petroleum Engineering Company (CNOOC) has received a project award letter from Iraq's Basra Oil Company for the seawater pipeline project in Basra Province, with a contract value of $2.524 billion (approximately 18.032 billion RMB) [1] Summary by Relevant Sections - **Project Scope**: The project includes the construction of seawater treatment facilities, main pipelines from these facilities to various junction stations, branch pipelines from junction stations to oil field distribution stations, and associated ground facilities [1] - **Contract Duration**: The contract period is set for 54 months, which includes 42 months for design, procurement, construction, and commissioning, followed by 12 months for operation maintenance and training [1] - **Financial Impact**: The project is expected to have a positive impact on the company's operating revenue and total profit over the next 4-5 years [1]

Market Overview - The oil service engineering sector experienced a decline of 2.09% on July 31, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Notable declines in individual stocks include: - Beiken Energy (002828) down 3.98% to 10.13 [1] - PetroChina Engineering (600339) down 2.56% to 3.43 [1] - Sinopec Oilfield Service (600871) down 1.96% to 2.00 [1] - The trading volume and turnover for these stocks indicate significant market activity, with Beiken Energy having a turnover of 2.82 billion [1] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 149 million from institutional investors, while retail investors contributed a net inflow of 93.17 million [2] - The capital flow for individual stocks shows: - Haiyou Engineering (600583) with a net inflow of 17.39 million from institutional investors [3] - Zhongyou Engineering (600339) with a net inflow of 15.79 million from institutional investors [3] - Beiken Energy (002828) faced a net outflow of 16.96 million from institutional investors [3]

证券代码：600339 证券简称：中油工程 公告编号：临 2025-034 中国石油集团工程股份有限公司 关于 2025 年 6 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个别及连带责任。 重要内容提示： 1 1.董事长审批：（1）同一担保人在被担保基础业务计划内的所属分、子公司授信、履约 担保额度的调剂事项。（2）公司及子公司与金融机构签订担保类授信协议以及单笔担保金额 小于20亿元人民币或等值外币的除授信担保以外的对外担保事项。 2.董事会审批：（1）同一担保人在被担保基础业务计划外的所属分、子公司授信及履约 担保项目的调剂事项。（2）单笔担保金额大于等于20亿元人民币或等值外币的除授信担保以 外的对外担保事项。 以上担保预计情况详见公司分别于2024年12月14日和2024年12月31日在上海证券交易所 网站发布的《关于公司2025年度担保预计情况的公告》（公告编号：临2024-070）和《2024 年 第四次临时股东大会决议公告》（公告编号：临2024-075）。 中国石油集团工程股份有限公司（以下简 ...

Core Viewpoint - Despite recent fluctuations in international oil prices, the overall trend remains at a medium to high level, encouraging continued investment from oil extraction companies [1] Group 1: Oil and Gas Industry Investment - The oil service industry is benefiting from the sustained investment enthusiasm in upstream oil and gas due to strong crude oil prices [1] - Major oil-producing countries are increasing resource development efforts, with OPEC and non-OPEC countries planning to raise production by 548,000 barrels per day starting August [2] - Global upstream capital expenditure is expected to recover and exceed $582.4 billion by 2025, reflecting a 5% year-on-year growth [2] Group 2: Oil Service Companies' Opportunities - Oil service companies are experiencing increased demand for equipment and services, particularly in overseas markets, driven by positive investment expectations in upstream oil and gas [3] - Jerry Engineering received a contract worth approximately $8.5 billion from Algeria's national oil company for a gas booster station project [3] - China National Petroleum Engineering signed a contract worth $1.6 billion with TotalEnergies for a gas processing plant project in Iraq [3] Group 3: New Contracts and Market Expansion - Bomaike successfully entered the Suriname market with a contract valued between 750 million to 1 billion yuan for the construction of an FPSO upper module [4]