Core Viewpoint - The launch of China's first flexible intelligent spraying system for offshore oil and gas equipment marks a significant advancement in anti-corrosion coating technology, which is crucial for enhancing marine energy production capabilities [1] Group 1: System Features and Capabilities - The flexible intelligent spraying system features a modular design and incorporates intelligent visual recognition and high-precision servo control technology, allowing for high adaptability to customized coating tasks [1] - The system can achieve full automation and visualization of the coating process, effectively reducing manual labor intensity and safety risks [1] - The maximum spraying capacity of the system is 200 square meters per hour, with a design lifespan of 15 years, and it improves efficiency for complex components by over 30% compared to traditional manual methods, while controlling coating thickness deviation within 0.01 millimeters [1] Group 2: Technological Innovations - The flexible intelligent spraying system is designed for flexible manufacturing in engineering and possesses visual recognition capabilities, suitable for customized anti-corrosion spraying in complex environments [2] - The project team has successfully overcome multiple technical challenges, including component recognition, path planning, intelligent spraying, process matching, and adaptive adjustment, achieving over 10 technological innovations [2] - The core software and hardware of the system are 100% domestically produced [2]

2025海洋合作发展论坛在青岛西海岸新区开幕。 海洋生物基因测序能力问鼎全球第一,董家口港区万邦矿石码头顺利建成启用,青岛港（601298）跻身全 国首批人工智能应用中试基地……2025年,青岛西海岸新区的亮点工作格外引人注目。作为"以海洋经济 发展为主题"的国家级新区,青岛西海岸新区自获批,便肩负着"打造海洋强国战略支点"的使命任务。 科技赋能与产业跃迁 展望2026年,青岛西海岸新区将全速推进董家口码头等12个港航重点项目落地见效,更将支持青岛港拓展 内陆港布局版图,同步加快海洋国际合作中心建设步伐,支持涉海高校院所和企业参与联合国"海滨之 城"平台建设,以一连串实打实的攻坚举措,书写海洋强区高质量发展的崭新篇章。 徐润杰 青岛报道 统筹布局与体系重构 筑牢向海图强"四梁八柱" "十四五"期间,青岛西海岸新区海洋生产总值从2020年的1395亿元一路攀升至2024年的2120.7亿元,年均 增长约11%。以占全国2.01%、全省11.8%、全市40.6%的海洋经济份额,以及占自身GDP40.3%的权重,证 明了其作为海洋强国战略支点的坚实地位。 经略海洋,需高位谋划、系统布局。"十四五"开局,青岛西海岸新 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002554 | 惠博音 | 4.04 | 10.08% | 102.08万 | 3.94亿 | | 300164 | 通源石油 | 7.38 | 6.03% | 153.80万 | 11.10亿 | | 603619 | 中曼石油 | 26.73 | 5.15% | 20.56万 | 5.47 Z | | 920088 | 科力股份 | 35.75 | 5.09% | 5.59万 | 1.96/Z | | 002207 | 准油股份 | 8.65 | 4.09% | 35.82万 | 3.04亿 | | 300191 | 潜能恒信 | 21.29 | 3.40% | 8.57万 | 1.80亿 | | 603727 | 博迈科 | 15.77 | 2.60% | 5.54万 | 8640.43万 | | 600871 | 石化油服 | 2.39 | 2.58% | 207.24万 | 4.89 乙 | | 002828 | 贝肯能源 | 12.0 ...

证券之星消息，1月20日油服工程板块较上一交易日上涨0.56%，中油工程领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600339 | 中海工程 | 3.56 | 1.71% | 45.27万 | 1.59亿 | | 600968 | 海油发展 | 4.00 | 1.27% | 75.46万 | 3.00亿 | | 603727 | 博迈科 | 15.37 | 1.18% | 5.78万 | 8840.76万 | | 600871 | 石化油服 | 2.33 | 0.87% | 159.29万 | 3.65亿 | | 600583 | 海丁田駅 | 6.22 | 0.81% | 67.39万 | 4.14亿 | | 002828 | 贝肯能源 | 11.78 | 0.51% | 13.71万 | 1.61亿 | | 601808 | 中澳澳版 | 14.94 ...

Group 1 - The oil service engineering sector increased by 1.06% on January 19, with Haiyou Engineering leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the oil service engineering sector showed various performance metrics, with notable increases in closing prices and trading volumes [1] Group 2 - The oil service engineering sector experienced a net outflow of 98.53 million yuan from institutional investors, while retail investors saw a net inflow of 164 million yuan [2] - Detailed fund flow data indicates that major stocks like Haiyou Engineering and Beiken Energy had mixed net inflows and outflows from different investor categories [3] - The overall market sentiment reflected a divergence in fund flows, with retail investors showing a positive trend despite institutional outflows [2][3]

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 and gas ETF Huatai Fuhua (159309) opened down by 1.69% at 1.220 yuan, reflecting a mixed performance among its major holdings [1] Group 1: ETF Performance - The performance benchmark for the oil and gas ETF Huatai Fuhua (159309) is the CSI Oil and Gas Resource Index return rate [1] - Since its establishment on May 31, 2024, the fund has achieved a return of 24.34%, with a monthly return of 11.03% [1] Group 2: Major Holdings Performance - Major holdings include: - Jereh Group opened up by 1.04% - China National Offshore Oil Corporation (CNOOC) down by 1.46% - China Petroleum down by 0.70% - China Petrochemical down by 0.34% - China Merchants Energy down by 2.02% - Guanghui Energy unchanged at 0.00% - COSCO Shipping Energy down by 2.03% - China Merchants South Oil down by 0.89% - CNOOC Engineering down by 1.30% - Intercontinental Oil and Gas down by 1.97% [1]

Group 1 - The first intelligent acoustic imaging detection system in China's offshore oil and gas engineering industry has been successfully applied at CNOOC Engineering's Tianjin Intelligent Manufacturing Base [1] - The system enhances the quality control of pressure equipment in offshore oil and gas engineering by enabling precise detection of critical areas such as welds and flange interfaces, ensuring safe and stable operation under high-pressure conditions [1] - Traditional detection methods were inefficient and posed safety risks in challenging environments; the new system innovatively incorporates acoustic imaging technology inspired by ship radar [1] Group 2 - The intelligent acoustic imaging system functions like a specialized "acoustic camera," utilizing a matrix of 136 high-sensitivity microphones, with a maximum detection range of 20 meters and a coverage angle exceeding 150 degrees [2] - The system improves detection efficiency by over 60% compared to traditional methods, achieving 100% accuracy; it has already been used to inspect over 1,600 welds and nearly 500 joints in Shell's Nigeria HI project [2]

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]

Group 1: Industry Overview - According to Raytad Energy, global upstream exploration and development spending is expected to be around $600 billion in 2025, a decrease of 4% year-on-year, with deepwater investments projected to decline by 6% [1] - China's crude oil production has rebounded since 2019 due to a long-term strategy for increasing reserves and production, with a CAGR of 2.2% from 2019 to 2024, while natural gas production has a CAGR of 7.3% during the same period [1] - The "Big Three" oil companies in China have significantly increased capital expenditures from 2020 to 2023 and are expected to maintain high levels in 2024 and 2025, which will support upstream reserve growth and benefit their oil service subsidiaries [1] Group 2: Company Performance - In the first half of 2025, major oil service companies benefited from the ongoing domestic "increase reserves and production" initiative and the gradual release of overseas business performance, leading to improved operational quality despite falling oil prices [2] - CNOOC's oil service subsidiary reported a 23.3% year-on-year increase in net profit attributable to shareholders, while other companies like Haiyou Development and Haiyou Engineering saw net profit changes of +13.1% and -8.2% respectively, with the latter experiencing a 27% increase in gross profit [2] - The annualized ROE for CNOOC's oil service companies in the first half of 2025 showed resilience, with CNOOC at +1.5 percentage points compared to the full year of 2024, indicating a potential improvement in international competitiveness [2] Group 3: Market Performance - As of January 13, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.81%, with significant increases in stocks such as CNOOC's oil service (+6.03%) and China National Petroleum (+3.57%) [3] - The oil and gas ETF (159697) increased by 1.15%, reflecting a four-day consecutive rise, with the latest price reported at 1.23 yuan and a net subscription of 15 million units [3] - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 67.11% of the index, including major players like China National Petroleum, Sinopec, and CNOOC [3]