Core Insights - The oil service engineering sector experienced a slight increase of 0.36% on August 15, with Beiken Energy leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Performance Summary - Beiken Energy (002828) closed at 10.66, with a rise of 2.60% and a trading volume of 167,200 shares, amounting to a transaction value of 177 million yuan [1] - Zhongman Petroleum (603619) closed at 19.77, up 2.28%, with a trading volume of 128,400 shares and a transaction value of 252 million yuan [1] - Junyou Co. (002207) closed at 7.35, increasing by 2.23%, with a trading volume of 142,400 shares and a transaction value of 104 million yuan [1] - Other notable performers include Keli Co. (920088) with a 1.67% increase, and PetroChina Oilfield Services (600871) with a 1.50% increase [1] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 77.26 million yuan from institutional investors, while retail investors contributed a net inflow of 39.39 million yuan [2] - The main capital inflow and outflow for specific stocks include Beiken Energy with a net inflow of 14.97 million yuan from institutional investors, while retail investors had a net outflow of 10.87 million yuan [3] - Other stocks like Junyou Co. and Zhongman Petroleum also experienced varying degrees of net inflow and outflow from different investor categories [3]

Core Insights - The DPPB platform of the Huizhou 25-8 project, constructed by CNOOC's Offshore Oil Engineering Company, has completed its upper block assembly and is set to become the largest water injection development platform in the eastern South China Sea [1][2] - The platform features advanced green low-carbon technologies, including waste gas and heat recovery systems, which are expected to reduce carbon dioxide emissions by approximately 11,800 tons annually [1] - The construction process involved innovative assembly techniques that significantly improved efficiency, completing the main structure in 80 days and installing over 6,000 pipelines and 280,000 meters of cables within 9.5 months [2] Project Overview - The DPPB platform consists of a jacket and an upper block, with the upper block weighing around 14,370 tons and measuring 81 meters in length, 44.5 meters in width, and 81.2 meters in height [1] - The project aims to enhance oil recovery rates and extend the lifespan of the Huizhou 25-8 oil field, while also serving as a logistics and power transmission hub for the surrounding oil fields [2] Technological Advancements - The platform incorporates a range of functions, including drilling, intelligent oil extraction, and comprehensive oil-gas-water treatment [1] - The use of TMCP high-strength steel in the construction process has led to a reduction in emissions during both metallurgical and processing phases [1]

Core Viewpoint - The successful completion of the land construction phase of the Huizhou 25-8 oil field comprehensive adjustment project marks a significant advancement in the South China Sea's eastern oil field capacity construction, transitioning to the offshore installation phase [1] Group 1: Project Overview - The Huizhou 25-8 DPPB platform is a large-scale offshore oil and gas production facility, measuring 81 meters in length, 44.5 meters in width, and 81.2 meters in height, with a total weight of approximately 14,370 tons [3] - The platform will serve as the largest water injection development platform in the eastern South China Sea, equipped with 107 sets of equipment for various functions including intelligent oil extraction and gas recovery [3] Group 2: Environmental and Technological Innovations - The project promotes the application of green low-carbon advanced technologies, including the first production water waste heat power generation device developed by China National Offshore Oil Corporation (CNOOC), which can reduce carbon dioxide emissions by approximately 11,800 tons annually [5] - The use of TMCP high-strength steel in the construction process contributes to a 10% reduction in metallurgical process emissions and a 5% reduction in processing emissions, supporting the green transformation of China's marine engineering equipment manufacturing industry [5] Group 3: Construction Efficiency and Techniques - The project team adopted a "land-based to sea, land-sea interaction" principle, achieving a 33% reduction in the high-altitude assembly workload by dividing the entire structure into nine large sections for assembly [7] - Innovative construction methods, such as double-layer prefabrication and the use of SPMT for transportation, significantly improved efficiency, allowing for the completion of over 6,000 pipelines and 280,000 meters of cable installation within 9.5 months [9] - The platform's upper block is scheduled for transportation to the Pearl River Estuary for installation by the end of August, which will enhance the oil recovery rate and extend the oil field's lifespan [9]

相关负责人表示，下一步，海油工程将围绕"研发-应用-维保"全生命周期，打造CMT全自动焊设备管理 体系，推动装备向高精度、高效率作业能力跃升及规模化应用。(完) （文章来源：中国新闻网） 中新网天津8月14日电 (记者王君妍)14日，天津港保税区企业海油工程发布消息，随着卡塔尔ISND5-2 项目最后一条10英寸海管铺设完成，我国自主研发的海洋工程冷金属过渡(CMT)全自动焊设备实现首次 应用。 据悉，本次铺设的海管为强酸抗硫腐蚀管道，总长度约13公里。CMT全自动焊设备累计运行1200余小 时，完成超1000道焊口焊接，焊缝总长度约1000米，整体焊接一次合格率超97%，各项关键指标均达到 设计水平。 据介绍，CMT全自动焊设备是一种更"聪明"的海管焊接设备，通过智能控制焊丝进退和精细调节电 流，精准控制焊接能量和焊丝熔化量，实现低热量输入、几乎没有飞溅的效果，能有效减少变形、焊穿 等常见问题，广泛应用于强酸抗硫腐蚀海管焊接。海油工程安装分公司海管作业中心经理李斌介绍，公 司依托天津海洋装备产业(人才)联盟，成立CMT全自动焊设备专项工作组，联合国内知名高校和厂家进 行研发，成功攻克20余项关键技术难题，开 ...

Market Overview - The oil service engineering sector experienced a decline of 1.49% on August 14, with Renji Co. leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable stock performances included: - Bomaike (603727) rose by 3.39% to a closing price of 14.66 [1] - Other companies such as CNOOC Engineering (600583) and China Oil Engineering (600339) saw declines of 0.52% and 2.52%, respectively [1] - The trading volume and turnover for selected stocks were significant, with CNOOC Development (600968) recording a turnover of 3.45 billion yuan [1] Capital Flow - The oil service engineering sector saw a net outflow of 182 million yuan from main funds, while retail investors contributed a net inflow of 171 million yuan [2] - Specific stock capital flows included: - CNOOC Development (600968) had a main fund net inflow of 28.04 million yuan, but a net outflow from retail investors of 6.38 million yuan [2] - Bomaike (603727) experienced a main fund net inflow of 16.58 million yuan, with retail investors showing a net outflow of 19.67 million yuan [2] - The overall trend indicates a mixed sentiment among different investor types within the sector [2]

Group 1 - The company, CNOOC Engineering, has officially obtained the Capability Maturity Model Integration (CMMI) Level 3 international certification for its Tianjin Intelligent Manufacturing branch, indicating a mature software development management system capable of delivering high-quality products and services efficiently [1] - The CMMI certification process involved a comprehensive review of 18 practice areas, including digital demand management, project planning, and risk control, with over 200 supporting documents reviewed and nearly 20 interviews conducted [1] - To ensure the successful certification, the company's Intelligent Digital Creation Center organized a preparatory effort three months in advance, which included systematizing the software development lifecycle, establishing a quantitative evaluation mechanism, and conducting over ten professional training sessions to enhance team capabilities [1] Group 2 - Since its establishment, the Intelligent Digital Creation Center of CNOOC Engineering's Tianjin Intelligent Manufacturing branch has been driving transformation through information technology, creating China's first digital intelligent manufacturing management system (DIMS) for marine oil and gas equipment [2] - The company has completed 5G construction and won a first prize in a national competition, achieving domestic replacement of the intelligent warehousing system (WMS) and reporting zero cybersecurity incidents [2] - Currently, the company is advancing the second phase of DIMS localization, optimizing Advanced Planning and Scheduling (APS), and conducting research in cutting-edge areas such as digital delivery of engineering projects [2]

Group 1 - The successful installation of the Huizhou 25-8DPPB platform's jacket marks a significant advancement in China's deepwater jacket installation technology, enhancing the country's offshore oil and gas equipment manufacturing capabilities and ensuring energy security [1][2] - The Huizhou 25-8 oil field is located approximately 120 kilometers southeast of Shenzhen, with a water depth of about 102 meters. The new platform integrates oil, gas, water treatment, and power generation functions, optimizing resource utilization [1] - The jacket structure consists of 8 legs and 12 skirt piles, standing at a total height of 116 meters, equivalent to a 40-story building, with a base area of 4,800 square meters, comparable to 12 standard basketball courts, and weighing around 12,000 tons, equivalent to 10,000 family cars [1] Group 2 - The jacket platform is the most widely used offshore natural gas production facility globally, consisting of a lower jacket and upper production facilities, serving as the foundation for supporting the massive structure of offshore oil and gas platforms [2] - The installation process faced challenges due to frequent typhoons and strong waves in the sea area, increasing the complexity and risk of the operation [2] - The installation utilized sliding launch technology, leveraging the jacket's own weight and hydraulic jacks to smoothly slide the jacket from the "Ocean Oil 229" vessel into the sea, with real-time adjustments made for precise positioning [2] Group 3 - In recent years, China's large jacket installation capabilities have significantly improved, forming a comprehensive technical system covering design calculations, simulation, transportation, sliding launch, and precise positioning, ranking among the top globally in terms of construction scale, individual weight, and total tonnage [3] - Successful implementations of large jacket installations, such as Liwan 3-1 and the "Haiji" series, have provided solid support for the development of China's deepwater oil and gas resources [3]

Core Insights - The completion of the first domestically developed flexible manufacturing intelligent welding robot system in Tianjin marks a breakthrough in flexible manufacturing technology for marine oil and gas equipment in China [1] Group 1: Flexible Manufacturing Overview - Flexible manufacturing refers to a new production model that responds to the demand for mass customization, allowing quick adaptation to market changes, product design updates, and variations in the manufacturing process [3] - The development of flexible manufacturing involves interdisciplinary technologies such as mechanical engineering, artificial intelligence, and sensing, with high requirements for intelligent decision-making, environmental perception, and control systems [5] Group 2: Intelligent Welding Robots - The flexible manufacturing intelligent welding robot is designed for flexible manufacturing, featuring visual recognition capabilities, high flexibility, environmental adaptability, and intelligent control, suitable for various customized welding tasks in complex environments [6] - The integrated system includes three intelligent robots capable of smart welding for pipe node prefabrication, block node welding, and deepwater riser strengthening rings [7] Group 3: Technical Specifications and Innovations - The equipment system has a maximum single-machine load capacity of 30 tons and a design life of 20 years, with 100% of the core software and process library developed independently [9] - The project team has overcome multiple industry technical challenges, achieving over ten technological innovations, including AI visual recognition for weld seams and intelligent welding capabilities, enabling one-click operation for smart welding of product components [11] Group 4: Project Development and Future Goals - The project team is currently conducting related debugging and acceptance work, aiming to accelerate the transition of marine engineering flexible manufacturing intelligent welding equipment from "capable of welding" to "precise and fast welding" [13]

证券之星消息，8月12日油服工程板块较上一交易日上涨0.67%，科力股份领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 920088 | 科力股份 | 42.07 | 5.23% | 8.52万 | | 3.51亿 | | 600583 | 海油工程 | 5.72 | 2.69% | 62.46万 | | 3.55亿 | | 603609 | 中曼石油 | 19.67 | 2.45% | 15.28万 | | 2.99亿 | | 300191 | 潜能恒信 | 20.65 | 1.08% | 9.18万 | | 1.89亿 | | 600339 | 中油工程 | 3.58 | 0.85% | 45.77万 | | 1.63亿 | | 601808 | 当思想史 | 14.01 | 0.79% | 11.92万 | | 1.67亿 | | 00220 ...

Group 1 - The stock price of CNOOC Engineering closed at 5.57 yuan on August 11, down 0.10 yuan, a decrease of 1.76% from the previous trading day [1] - The trading volume on that day was 619,670 hands, with a transaction amount of 346 million yuan [1] - CNOOC Engineering is a core enterprise in the domestic offshore oil and gas development engineering sector, engaged in design, procurement, construction, and installation [1] Group 2 - The company will release its semi-annual report for 2025 on August 16 and plans to hold a performance briefing on August 19 [1] - Key executives, including the chairman, president, and CFO, will attend the briefing to communicate the company's operational status with investors [1] Group 3 - On August 11, the net outflow of main funds was 33.87 million yuan, with a cumulative net outflow of 82.37 million yuan over the past five trading days [2]