经济观察网 福陆近期值得关注的事件主要涉及资产出售交易进展及财务表现。 近期事件 中海福陆股权出售：2025年12月18日，海油工程（600583）公告其全资子公司拟收购福陆国际持有的中 海福陆重工有限公司49%股权，交易对价85,946.83万元人民币。交易完成后，福陆将不再持有中海福陆 股权，此举可能影响公司资产结构及未来业务聚焦。目前交易已获董事会批准，后续需关注交割完成情 况及相关财务影响。 业绩经营情况 福陆2025财年三季报（截至2025年9月30日）显示，累计收入113.27亿美元，净利润14.99亿美元，同比 增长584.47%。投资者可留意公司后续财报发布计划（如2025财年年报），但具体日期尚未在近期公告 中明确。 ...

Group 1 - The core viewpoint of the articles indicates that international oil prices are rising due to escalating tensions between the US and Iran, which outweighs the impact of a significant increase in US crude oil inventories [1] - OPEC's latest monthly report maintains its forecast for global oil supply and demand for the next two years, with a notable decrease in OPEC+ daily production in January, down by 439,000 barrels to 42.448 million barrels, exceeding market expectations [1] - Current international oil prices are characterized by a tendency to rise rather than fall, with various bullish catalysts emerging, leading to a greater potential for price increases compared to declines [1] Group 2 - The Guozheng Oil and Gas Index (399439) has seen an increase of 0.94%, with significant gains in constituent stocks such as CNOOC Engineering (up 9.97%) and Zhongman Petroleum (up 5.90%) [1] - The Penghua Oil ETF (159697) closely tracks the Guozheng Oil and Gas Index, which reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [2] - As of January 30, 2026, the top ten weighted stocks in the Guozheng Oil and Gas Index account for 66.76% of the index, including major companies like China National Petroleum, CNOOC, and Sinopec [2]

Group 1 - The oil and gas ETF Bosera (561760) opened with a gain of 0.52%, priced at 1.350 yuan [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) up 0.55%, China Petroleum up 0.37%, and China Petrochemical down 0.15% [1] - The ETF's performance benchmark is the CSI Oil and Gas Resource Index return rate, managed by Bosera Fund Management Co., with a return of 34.44% since its establishment on April 19, 2024, and a return of 16.23% over the past month [1] Group 2 - Notable stock performances include Jerry Holdings up 1.27%, China Merchants Energy up 3.49%, and CNOOC Engineering up 1.81% [1] - The ETF's performance reflects the overall trends in the oil and gas sector, indicating a mixed performance among its key holdings [1]

Core Viewpoint - The deployment of China's first intelligent tower crane control system in the marine oil and gas equipment manufacturing sector marks a significant breakthrough in intelligent hoisting technology, enhancing operational efficiency and safety [1][2] Group 1: Intelligent Tower Crane Control System - The intelligent tower crane control system has a maximum lifting capacity of 12 tons and a design lifespan of 30 years, improving operational efficiency by approximately 20% compared to traditional methods [1] - The system consists of an intelligent remote control cabin, the tower crane body, and communication sensing devices, integrating 5G communication, millimeter-wave radar, and dynamic obstacle avoidance [1] - The transition from traditional crane operation to intelligent remote control significantly reduces manual labor intensity and safety risks associated with high-altitude operations [1] Group 2: Development and Technology - The development of the intelligent tower crane control system involves interdisciplinary technologies such as mechanical engineering, data transmission, and sensor positioning, requiring high-level collaborative control capabilities [2] - The project team overcame multiple technical challenges, including data communication, visual tracking, intelligent scheduling, and risk warning, over a two-year period [2] - Both software and hardware components of the system are 100% domestically produced, providing a replicable solution for the intelligent upgrade of China's marine engineering equipment [2]

Core Viewpoint - The oil and gas sector in the A-share market is experiencing upward momentum, with the oil and gas ETF Huatai Fu (159309) showing a nearly 1% increase and achieving a four-day winning streak [1][3]. Group 1: Market Performance - The oil and gas ETF Huatai Fu (159309) has seen significant trading activity, with a transaction volume of 44 million yuan [1]. - Major component stocks of the oil and gas ETF have mostly risen, with notable performances including Haiyou Engineering hitting the daily limit, and Intercontinental Oil and Gas rising over 2% [3]. Group 2: Geopolitical Factors - The geopolitical situation in Iran remains unstable, with the U.S. expressing a desire to reach an agreement with Iran while also issuing warnings to its citizens [4]. - Ongoing tensions in Ukraine, including recent attacks on energy facilities, contribute to the uncertainty in the oil market [4][5]. Group 3: Long-term Outlook - The long-term outlook for oil prices is anchored in fundamental factors, with expectations of a continued oversupply due to OPEC+ production increases and developments in American oil fields [5]. - Domestic oil companies are diversifying their operations and reducing reliance on foreign energy sources, which may enhance their resilience against international oil price fluctuations [5]. Group 4: Investment Opportunities - The oil and gas ETF Huatai Fu (159309) focuses on the oil and gas industry chain, providing exposure to key sectors such as exploration, equipment, refining, and transportation [6]. - The ETF includes a concentrated selection of leading oil and gas companies, ensuring high purity and quality in its holdings [6]. Group 5: Index Performance - The China Securities Oil and Gas Resource Index has shown strong returns over various periods, with a six-month return of 27.92%, a one-year return of 29.85%, and a three-year return of 50.20% [7].

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index dropping over 1% [1] - The Shanghai Composite Index closed at 4131.99 points, up 0.09%, while the Shenzhen Component Index closed at 14160.93 points, down 0.35%, and the ChiNext Index at 3284.74 points, down 1.08% [2] Sector Performance - The non-ferrous metals sector showed strong performance, with companies like Dongfang Tantalum Industry, Zhongtung High-tech, Xianglu Tungsten Industry, and Zhangyuan Tungsten Industry hitting the daily limit [1] - The steel sector also performed well, with Baodi Mining reaching the daily limit [1] - The oil and gas sector saw fluctuations, with CNOOC Engineering hitting the daily limit [1] - The coal sector became active in the afternoon, led by Shanxi Coking Coal [1] - Conversely, the film and television sector experienced a collective adjustment, with Hengdian Film and Jin Yi Film hitting the daily limit down [1] - The education sector saw widespread declines, with Huatu Shandian leading the drop [1] - The communication equipment sector fell, with Xinyi Sheng showing significant losses [1][3] Hot Sectors Non-Ferrous Metals - The strategic metal bull market is supported by rising resource nationalism, the "weaponization" of strategic resources, and significant changes in demand-driven industries [4] - Recent geopolitical events, such as U.S. military actions in Venezuela and discussions regarding Iran, have further emphasized the strategic importance of metal resources [4] - Investment opportunities are seen in strategic metals characterized by strong scarcity and rigid supply, as well as industries benefiting from significant changes in demand [4] Oil and Gas - The oil sector's performance is primarily supported by geopolitical tensions and oil price expectations [5] - The oil and gas sector faces uncertainties due to recent global environmental changes, including the Russia-Ukraine conflict and U.S. tariff policies [5] - OPEC+ is expected to maintain a high fiscal balance oil price cost, with Brent crude oil projected to average between $55 and $65 per barrel by 2026, and WTI crude oil between $52 and $62 per barrel [5]

（文章来源：每日经济新闻） 每经AI快讯，2月11日午后，油气股震荡拉升，海油工程涨停，中曼石油、中油工程、仁智股份、海油 发展、贝肯能源、中海油服等跟涨。 ...

Core Viewpoint - Oil and gas stocks experienced a significant rally in the afternoon, with notable gains in companies such as CNOOC Engineering, which hit the daily limit up [1] Group 1: Market Performance - CNOOC Engineering reached the daily limit up, indicating strong investor interest [1] - Other companies that saw gains include Zhongman Petroleum, China Oilfield Services, Renzhi Co., CNOOC Development, Baker Hughes, and China National Offshore Oil Corporation [1] Group 2: Market Forecast - The EIA's Short-Term Energy Outlook report revised the forecast for Brent crude oil prices, projecting $58 per barrel for 2026, up from a previous estimate of $56 per barrel [1] - For 2027, the forecast is $53 per barrel, slightly down from the earlier estimate of $54 per barrel [1]

Group 1 - Zhongman Petroleum rose over 7% [1] - Continental Oil and Gas and CNOOC Engineering both increased by over 4% [1] - CNOOC Development, China National Petroleum Engineering, and China Oilfield Services also experienced gains [1]

证券日报网讯2月10日，海油工程（600583）在互动平台回答投资者提问时表示，公司高度重视市值表 现和投资者关系管理，公司始终坚信内在价值是市值的根本基础，并通过持续提升盈利能力、积极开拓 深海市场、保障高质量订单储备等方式夯实这一基础。公司将持续优化信息披露，加强与投资者的沟通 交流。 ...