（来源：淘金ETF） 1. 通源石油 300164 公司是国内油气射孔与压裂技术领域的优质企业，主营油气田增产技术服务、钻井、完井、测井等一体 化油服业务，尤其在非常规油气开发环节具备突出技术实力。公司产品与服务覆盖国内主要油气产区， 并深度布局北美市场，与国际大型油企保持长期合作关系，射孔技术指标和作业效率在行业内具备较强 竞争力。随着国际油价持续走高，国内外油企勘探开发与增产投入明显加大，直接带动公司订单量、作 业量和毛利率同步改善。在页岩气、致密油等非常规资源开发提速的背景下，公司凭借成熟的技术方案 和稳定的服务能力，充分受益于行业高景气周期。同时，公司持续推进智能化、数字化作业升级，进一 步提升施工效率与成本控制能力，为业绩持续释放提供支撑，在本轮油服行情中具备较强的业绩弹性和 成长确定性。 2. 潜能恒信 300191 北京 公司专注于油气勘探开发技术服务，主营地震数据处理、解释、油气资源评价以及区块合作开发，是国 内领先的油气勘探技术服务商。公司拥有自主研发的高精度勘探解释系统，在复杂地质条件下的油气资 源识别与储量评估方面优势明显，核心技术壁垒较高。公司采用"技术换权益"的创新合作模式，参与国 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 油气ETF汇添富（159309）业绩比较基准为中证油气资源指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为晏阳，成立（2024-05-31）以来回报为36.67%，近一个月回报为10.97%。 来源：新浪基金∞工作室 2月24日，截止午间收盘，油气ETF汇添富（159309）涨7.21%，报1.472元，成交额7925.84万元。油气 ETF汇添富（159309）重仓股方面，中国石油截止午盘涨5.88%，中国海油涨8.20%，中国石化涨 3.45%，杰瑞股份涨5.15%，招商轮船涨9.35%，广汇能源涨6.65%，中远海能涨9.20%，洲际油气涨 9.92%，海油工程涨6.71%，招商南油涨9.89%。 ...

立春已过，渤海湾畔的海风失了硬度，透出融融暖意。早晨7点刚过，一抹橙黄色的身影，走进了熹微 晨光中的钢铁丛林。 （左一）在核对柔性智能喷涂系统扫描结构件形成的点云图和作业轨迹。（受访单位供图） 2024年，伴随着我国首家海洋油气装备"智能工厂"——海油工程天津智能制造基地全面投产，姬安国从 塘沽建造场地搬到这里。基地共设有四个智能生产中心、八个生产辅助中心和十六个总装工位，引进智 能设备600余台套，依托5G、工业大数据、人工智能等先进技术，一幅崭新的生产图景铺展开来。 这里是海洋石油工程股份有限公司天津智能制造基地的建造场地，也是这个春节基地涂装作业部涂装架 子队队长姬安国每天都要造访的地方。 成为队长的4年多来，姬安国每天的工作都从检查涂装质量开始。"我们春节不歇班，正加紧赶工。"他 说。 眼睛看看，手指摸摸，再找个年轻工人问问……分秒之间，姬安国就能探查出毫米级的喷涂误差。"这 个活我干了30多年，看一眼涂层状态，就知道结构件喷涂过程中的喷距和大概的压力等级。"姬安国 说。 常年与大海为伴的海洋油气装备，极易受到海水腐蚀、盐雾侵蚀，涂装能有效延长寿命，降低维护成 本。"我们的工作，就是给装备穿上'防护服 ...

（来源：天津日报） 转自：天津日报 春节前这几天，人们纷纷归家团聚，开启"过年模式"，而驻津央企海洋石油工程股份有限公司（以下简 称海油工程）的169名海油人却选择奔赴海外，成为节日里的"逆行者"。 日前，在卡塔尔的海油工程中东项目集项目组，海油人身着工装，守着各自的岗位，有条不紊地忙碌 着。记者连线采访时，作为"海油工匠"，58岁的铆工专家卢学正在研究卡塔尔ISND5-2项目平台甲板斜 撑组对的草图。在项目组，他可谓"技术定盘星"："铆工的看家本领，就是要让钢材划线、切割、组 对、安装，毫厘不差，这决定着整个平台结构的稳固与安全，每个细节都马虎不得。" 卡塔尔ISND5-2项目是海油工程承揽的国际海上油气田开发项目，海油工程中东项目集项目组负责设 计、采购、施工，其中PS1平台改造是核心环节，而MSF甲板及生产模块的海运与吊装，更是改造的重 中之重。目前，项目组已对该环节施工方案进行了多次严格审查。记者了解到，PS1平台位于阿拉伯 湾，其产出的油气经处理后输送至哈尔卢岛和迈萨伊德，为当地能源安全稳定供应提供保障。 "此次项目新建3座井口平台，并改造PS1平台，为的就是让卡塔尔油气田稳产增产，降低油气开采成 ...

Financial Data - In January, China's social financing increased by 7.22 trillion yuan, up by 166.2 billion yuan year-on-year, while RMB loans rose by 4.71 trillion yuan, with a total balance of 276.62 trillion yuan, reflecting a year-on-year growth of 6.1% [1] - The weighted average interest rate for new corporate loans in January was approximately 3.2%, down by about 20 basis points year-on-year, while the rate for personal housing loans remained stable at 3.1% [3] - The M2 money supply grew by 9% year-on-year, and M1 increased by 4.9% [1] Real Estate Market - Data from the National Bureau of Statistics indicated that the month-on-month decline in second-hand housing prices in 70 cities narrowed, with first, second, and third-tier cities seeing reductions of 0.4, 0.2, and 0.1 percentage points respectively [1] - Year-on-year, new and second-hand housing prices in 70 major cities continued to decline, with the rate of decrease further widening [1] Stock Market Performance - The A-share market showed a positive trend in the post-Spring Festival period, with the Shanghai Composite Index rising by 4.85% in the first five trading days of 2024, marking the highest increase in nearly a decade [2] - The Shanghai Composite Index closed down by 1.26% at 4082.07 points on the last trading day before the Spring Festival, with a total market turnover of 2 trillion yuan [4] Regulatory Developments - The China Securities Regulatory Commission (CSRC) imposed strict penalties on Tianfeng Securities for illegal financing and information disclosure violations, with fines totaling 25 million yuan [4] - The State Administration for Market Regulation and the Ministry of Commerce announced enhanced supervision of cross-border e-commerce retail imports, focusing on recall regulations [3] Corporate News - Meituan projected a loss of over 23 billion yuan for the previous year, with continued losses expected in the first quarter of this year, primarily due to a significant decline in operating profit in its core local business segment [6] - The Hong Kong Stock Exchange is considering expanding the scope of confidentiality applications beyond technology and biotech sectors to include traditional industries [5]

Group 1 - The core point of the news is that China National Offshore Oil Corporation (CNOOC) Engineering has won a significant international contract worth approximately $4 billion for the "NFPS COMP5" project in Qatar, marking a strong recognition of the company's capabilities in the Middle East oil and gas market [2][3]. - The project is located in the North Field of Qatar, with an estimated duration of about 5 years, involving the construction of two compressor platforms and associated facilities, with CNOOC Engineering responsible for the main construction and part of the design procurement work [2][3]. - The North Field is the largest non-associated gas field in the world, covering over 6,000 square kilometers and containing more than 900 trillion standard cubic feet of recoverable gas reserves, playing a crucial role in the global natural gas landscape [2]. Group 2 - The North Field expansion project is central to Qatar Energy's strategy, aiming to increase Qatar's LNG annual production capacity from 77 million tons to 142 million tons by 2030 [3]. - Saipem, a well-known global energy engineering service provider, is a key partner in the project, with a share of approximately $3.1 billion, responsible for the engineering design, procurement, manufacturing, and installation of two compressor units [3]. - CNOOC Engineering has previously secured significant contracts in the Middle East, including the Bul Hanine EPIC project, which was valued at around $4 billion, setting a record for Chinese companies in the region [4]. Group 3 - CNOOC Engineering has recently completed the Shell Nigeria HI project, which involved significant offshore construction work, and has successfully delivered multiple projects for Shell, including the Gorgon project and Canadian LNG [4]. - The company has also made progress on the Qatar RUYA EPCI09 project, which has a contract value exceeding $1 billion, marking it as the largest underwater pipeline project undertaken by a Chinese company in the Middle East [5]. - The RUYA project includes the management, design, procurement, construction, and installation of 41 subsea pipelines and 9 composite subsea cables, with an expected production increase of 100,000 barrels per day upon commissioning [5].

Core Viewpoint - The company, CNOOC Engineering (600583.SH), has received a bid notification from QatarEnergy LNG, confirming its selection as the winning bidder for the "NFPSCOMP5" project, in partnership with Saipem, with a total contract value of approximately $4 billion, of which the company's share exceeds $800 million [1] Group 1: Project Details - The project is part of the company's main business operations [1] - The total contract amount is approximately $4 billion [1] - The company's share of the contract is over $800 million [1] Group 2: Strategic Implications - Winning this project signifies further recognition of the company's comprehensive strength in the mainstream oil and gas market in the Middle East [1] - Successful signing and implementation of the project will positively impact the company's performance and promote future business development [1] - This achievement supports the company's "14th Five-Year" overseas strategic plan and exemplifies its commitment to the Belt and Road Initiative, facilitating deeper participation of Chinese enterprises in international energy cooperation [1]

Group 1: Transaction Progress - CNOOC Engineering (600583) announced on December 2025 that its subsidiary plans to acquire a 49% stake in China Offshore Fluor Heavy Industry Co., Ltd. from Fluor International Limited for 859 million RMB. Upon completion, CNOOC Engineering will achieve full ownership of China Offshore Fluor [1] Group 2: Performance and Operating Conditions - As of February 2026, the market expects Fluor's revenue for the fourth quarter of 2025 to decline year-on-year, but some institutions are focusing on its long-term profitability and potential improvement in earnings per share. The specific date for the announcement of Fluor's full-year 2025 results has not yet been disclosed [2] Group 3: Institutional Perspectives - Recent institutional ratings have remained stable. As of February 2026, among the 11 institutions covering Fluor, 55% have a buy or hold rating, while 45% have a hold rating, with no sell or downgrade ratings. The average target price set by institutions is $50.56 [3]

Group 1 - RuiLian New Materials reported a total operating revenue of 1.677 billion yuan for 2025, an increase of 14.95% year-on-year, with a net profit of 311 million yuan, up 23.48% year-on-year [1] - China Shenhua's subsidiary, Guoneng Qingyuan Power, successfully put its fourth generator unit into commercial operation, expected to provide approximately 20 billion kWh of clean energy annually [2] - Qijiang Airlines announced a 6.04% year-on-year decline in passenger turnover for January 2026, with a passenger load factor of 84.03%, up 1.61% year-on-year [3] Group 2 - QiZheng Tibetan Medicine reported a total operating revenue of 2.416 billion yuan for 2025, a year-on-year increase of 3.34%, with a net profit of 646 million yuan, up 10.98% year-on-year [5] - QiaoYin Co. announced the termination of its artificial intelligence industry headquarters project due to changes in investment cooperation conditions [6] - New Point Software plans to use 90.81 million yuan of surplus raised funds for new projects, including AI-driven software development [7] Group 3 - High Measurement Co. announced plans for major shareholders and executives to reduce their holdings by up to 3.19% of the company's shares [8] - SAIC Group's subsidiary plans to establish a private equity fund with an initial scale of 2.5 billion yuan, focusing on solid-state batteries and chip localization [9] - Tianqi Lithium announced the resignation of its deputy general manager due to personal career planning [10] Group 4 - ZhongKong Technology reported a total operating revenue of 8.051 billion yuan for 2025, a decrease of 11.90%, with a net profit of 450 million yuan, down 59.70% year-on-year [11] - Spring Airlines reported a 6.28% year-on-year increase in total passenger volume for January 2026, with a total available ton-kilometers of 57,008.37 [12] - Qifan Cable's controlling shareholder reduced its stake by 3% through various trading methods [13] Group 5 - China Chemical signed contracts worth a total of 36.925 billion yuan in January 2026, with significant contracts exceeding 5 billion yuan totaling 11.371 billion yuan [19] - SaiTuo Bio received a CEP certificate for its raw material drug Betamethasone, which is used to treat allergies and autoimmune inflammation [20] - Giant Star Agriculture reported a sales revenue of 649 million yuan from commodity fat pigs in January 2026, with a sales volume of 404,400 pigs [23] Group 6 - Qinglong Pipe Industry's subsidiary won a 146 million yuan pipeline project [24] - Changshan Pharmaceutical announced that some of its products are expected to be selected for national centralized procurement [26] - Yangdian Technology completed the transfer of 12.96% of its shares through an agreement [27] Group 7 - Deepin Technology's investment fund introduced new limited partners and adjusted the capital contributions of some partners [28] - Qingyun Technology plans to pledge 25% of its shares for a loan application of up to 30 million yuan [29] - LaiMei Pharmaceutical reported a 57.20% year-on-year decline in net profit for 2025 [30] Group 8 - YouLiDe reported a 16.88% year-on-year decline in net profit for 2025, with total operating revenue of 1.221 billion yuan, up 7.99% [31] - Warner Pharmaceutical reported a net profit of 241 million yuan for 2025, an increase of 46.95% year-on-year [32] - LianRui New Materials reported a net profit of 293 million yuan for 2025, an increase of 16.42% year-on-year [33] Group 9 - HuaQin Technology expects a 24.28% year-on-year decrease in net profit for 2025, with projected revenue of 1.251 billion yuan, up 9.83% [34] - QiPai Technology's shareholder subscribed for 6.3 million shares, accounting for 5.49% of the total share capital [35] - Qilin Security's shareholders completed their planned share reductions without exceeding the original plan [36] Group 10 - Dameng Data announced the lifting of the detention of its senior vice president, allowing him to resume his duties [37] - Haiyou Engineering won a contract for the "NFPS COMP5" project worth approximately 4 billion USD, with the company's share exceeding 800 million USD [38] - Yatai Group plans to sell 20.81% of its shares in Northeast Securities, pending confirmation of financial statements [39]

Group 1 - The A-share market experienced a decline on the last trading day of the Year of the Snake, with major indices falling over 1% and total trading volume below 2 trillion yuan [1] - The military industry sector saw gains due to international tensions, while sectors like photovoltaic equipment and steel faced significant declines [1] - Analysts suggest that investors should "hold stocks over the holiday" as a new market trend is expected post-holiday [1] Group 2 - The China Securities Regulatory Commission (CSRC) has imposed penalties on Tianfeng Securities for illegal financing and information disclosure violations related to the Wuhan Contemporary Technology Industry Group [2] - Tianfeng Securities and its former executives face fines totaling 34.8 million yuan, with lifetime market bans for key individuals [2] - The Shanghai and Shenzhen Stock Exchanges have issued notifications to standardize investor education and compliance requirements for bond repurchase transactions [2] Group 3 - TrendForce predicts that HBM4 validation will be completed by Q2 2026, driven by increasing GPU demand from AI infrastructure expansion [3] - The global DRAM/NAND Flash market is expected to reach $75.51 billion by Q4 2025, with a quarter-on-quarter growth of 29.2% [4] - The lithium carbonate price surged in January 2026, with battery-grade prices rising by 28.15% to 152,500 yuan per ton [4] Group 4 - The Chinese gaming market reported actual sales revenue of 32.468 billion yuan in January 2026, reflecting a year-on-year growth of 4.47% [5] - Huawei's former multimedia technology department head was arrested for bribery, highlighting internal compliance issues [5] - Luxury brands LV, Dior, and Tiffany were fined over 36 billion won in South Korea for customer information leaks [6] Group 5 - Pinduoduo established two new affiliated companies in Shanghai with a combined registered capital of 15 billion yuan, indicating potential supply chain upgrades [7] - Haoyou Engineering won a $4 billion contract for the NFPS COMP5 project in Qatar, with the company's share exceeding $800 million [8] - Qiaoyin Co. terminated its artificial intelligence headquarters project due to changes in investment conditions [9] Group 6 - Juguang Technology announced plans for shareholders to reduce their stakes by up to 2.33% of the company's total shares [10] - Yatai Group intends to sell a 20.81% stake in Northeast Securities, with the transaction subject to uncertainties [11] - Warner Pharmaceuticals reported a 46.95% increase in net profit for 2025, reaching 241 million yuan [12] - Lianrui New Materials achieved a 16.42% increase in net profit for 2025, totaling 293 million yuan [14] - Huayin Technology expects a 24.28% decrease in net profit for 2025, projecting 313 million yuan [15] - Ruijun New Materials reported a 23.48% increase in net profit for 2025, amounting to 311 million yuan [16] - Qizheng Tibetan Medicine's net profit grew by 10.98% in 2025, reaching 646 million yuan [17]