证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Insights - Concerns over geopolitical conflicts have increased, leading to a rise in Brent crude oil prices, which is expected to improve the oil service industry's outlook. Recent military actions by the U.S. against Venezuela and increased military presence near Iran have contributed to these concerns. Additionally, severe weather in the U.S. has impacted refining output. As a result, Brent crude oil prices have shown a sustained increase, and if this trend continues, capital expenditures in the industry are expected to marginally improve, enhancing the oil service sector's outlook [9] - Global oil and gas capital expenditures remain at low levels, indicating potential for upward recovery. Currently, the global active rig count is approximately 1,700-1,800, still below pre-2019 levels. In China, capital expenditures in the oil and gas sector have contracted due to oil prices and the end of the 14th Five-Year Plan, with expected year-on-year declines of 1.8% and 5.1% in 2024 and 2025, respectively. After several years of capital contraction, a recovery in industry expenditures is anticipated. Domestically, China's reliance on foreign oil and gas remains high, and a gradual recovery in capital expenditures is expected. Internationally, U.S. government policies are promoting oil and gas development, and the EIA predicts an increase in natural gas generation capacity in the coming years, suggesting a potential rebound in overseas oil service expenditure in 2026 [9] - The recovery in oil service sector sentiment takes time, emphasizing the importance of competitive companies. Due to the long construction cycles of oil service projects, owner companies often need to observe the sustainability of oil prices. Current geopolitical concerns have elevated oil prices and market expectations, but a recovery in oil service sentiment will require time. It is estimated that it will take at least six months for the positive effects of rising oil prices to be felt in the oil service sector. As downstream companies place greater emphasis on long-term partnerships with suppliers, companies with high competitiveness are expected to benefit more from the recovery [9]

胜利石油工程公司管具技术服务中心扎实推进制修业务专业化重组，在改革攻坚中交出了一份亮眼答 卷：通过整合资源、优化流程，有力推动外委业务向自主运营转化，全年节约外委成本超千万元，索具 加工效率提升22%，套管头产能提升34%，紧急任务响应时间平均缩短50%以上，业务运行模式实现了 从"各自为战"到"协同作战"的深刻转变。 "重组不是简单的资源叠加，而是通过机制创新实现效能倍增。"管具技术服务中心代表、党委书记马国 良表示，下一步，管具技术服务中心将继续深化内部协同、完善协作流程、拓展业务范围，在巩固现有 成果的基础上，进一步加强技术研发与人才培养，积极开拓高附加值技术服务市场，持续提升自主保障 能力和市场竞争力。(大众新闻记者 顾松 通讯员 杨冬玲) 从材料准备到精密加工，各环节无缝衔接，仅用一天时间就高质量完成首批6根大梁加工，产品全部合 格，圆满完成保供任务。"这不仅是效率的提升，更是团队战斗力的体现。"精密加工制修中心党支部书 记于笑冬感慨道。 在核心部件维修方面，管具技术服务中心也实现了关键突破。以长期依赖外部采购的井控装置试压泵保 压阀为例，中心整合精密加工与现场维修力量，组建攻关小组开展技术攻坚。通 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [173]. Core Insights - The report highlights that the geopolitical tensions between the U.S. and Iran are supporting international oil prices, with Brent and WTI crude oil futures averaging $64.8 and $60.1 per barrel, respectively, showing a slight increase of $0.1 and a decrease of $0.1 from the previous week [2]. - U.S. crude oil production is reported at 13.73 million barrels per day, with a slight decrease of 20,000 barrels per day week-on-week, while active oil rigs increased by 1 to 411 [2]. - The report recommends several companies for investment, including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [3]. Summary by Sections 1. Weekly Oil Data Brief - The report provides a comprehensive overview of weekly oil data, including price trends, inventory levels, production rates, and import/export statistics [5][7][8]. 2. Oil and Petrochemical Sector Performance - The oil and petrochemical sector has shown varied performance, with specific companies experiencing significant fluctuations in stock prices over the past week, month, and year [21][22]. 3. Crude Oil Data Tracking - Crude oil prices have been tracked, showing fluctuations in both Brent and WTI prices, alongside inventory levels and production data [25][26][37]. - U.S. crude oil inventories have increased, with total inventories reported at 840 million barrels, reflecting a week-on-week increase of 441,000 barrels [2][44]. 4. Refined Oil Data Tracking - The report details refined oil prices, inventory levels, production, and consumption trends, indicating a decrease in refinery throughput to 16.6 million barrels per day, down by 350,000 barrels per day [4][74]. - Refined oil inventories have also seen changes, with gasoline and diesel inventories increasing by 598,000 and 335,000 barrels, respectively [2][108]. 5. Oil Service Sector Data Tracking - The oil service sector is analyzed, focusing on the average day rates for drilling rigs and the overall performance of service companies [158][161].

Investment Rating - The report maintains a positive outlook on the petrochemical industry, indicating a favorable investment environment [4]. Core Insights - Three major institutions have raised their oil supply forecasts, with the EIA predicting a global surplus of 2.83 million barrels per day for this year [6][16]. - The EIA has adjusted its 2026 oil price forecast upward to an average of $56 per barrel, while lowering the natural gas price forecast to $3.46 per million British thermal units [7][11]. - The IEA expects a demand increase of 930,000 barrels per day in 2026, while OPEC and EIA have slightly reduced their demand forecasts [11][16]. Supply and Demand Summary - The EIA has raised its global oil supply forecast for this year by 120,000 barrels per day, while the IEA has increased its forecast by 100,000 barrels per day [13][16]. - The EIA anticipates that global oil production will rise by 1.37 million barrels per day in 2026, with OPEC+ contributing approximately 1.13 million barrels per day [15][16]. - The IEA projects a global oil supply increase of 2.5 million barrels per day in 2026, reaching 108.7 million barrels per day [16]. Price Trends Summary - The price of butadiene has surged over 28% since the beginning of the year, driven by a narrowing price spread between naphtha and ethylene [17]. - As of January 23, the spot price of butadiene reached 10,700 yuan per ton [17]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co. and Wankai New Materials, due to tightening supply and improving market conditions [21]. - It suggests monitoring major refining companies like Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong, as refining margins are expected to improve [21]. - The report also highlights the potential of offshore oil service companies like CNOOC Services and Haiyou Engineering, given the high capital expenditure in offshore exploration [21].

Investment Rating - The report maintains a "Positive" investment rating for the oil processing industry [1] Core Insights - As of January 23, 2026, international oil prices have seen a slight increase due to multiple favorable factors, including temporary production halts in Kazakhstan, an upward revision of global economic growth forecasts, the cancellation of tariffs on eight European countries by Trump, and extreme cold weather potentially affecting supply and demand [2][9] - Brent and WTI crude oil prices were reported at $65.07 and $61.07 per barrel, respectively, marking increases of 1.47% and 2.92% from the previous week [2][20] - The oil and petrochemical sector outperformed, with a 7.71% increase, while the broader Shanghai and Shenzhen 300 index fell by 0.62% [10][13] Summary by Sections Oil Price Review - Brent crude futures settled at $65.07 per barrel, up $0.94 (+1.47%) from the previous week, while WTI crude futures rose to $61.07 per barrel, an increase of $1.73 (+2.92%) [2][20] Offshore Drilling Services - As of January 19, 2026, the number of global offshore self-elevating drilling platforms was 376, a decrease of 1 from the previous week, while floating drilling platforms increased by 3 to a total of 133 [29] Oil Supply - U.S. crude oil production was reported at 13.732 million barrels per day as of January 16, 2026, a decrease of 21,000 barrels from the previous week [39] - The number of active drilling rigs in the U.S. increased by 1 to 411 as of January 23, 2026 [39] Oil Demand - U.S. refinery crude oil processing volume was 16.604 million barrels per day as of January 16, 2026, down by 354,000 barrels from the previous week, with a refinery utilization rate of 93.30%, a decrease of 2.0 percentage points [47] Oil Inventory - As of January 16, 2026, total U.S. crude oil inventories stood at 841 million barrels, an increase of 4.408 million barrels (+0.53%) from the previous week [48] Related Stocks - Key stocks in the sector include China National Offshore Oil Corporation (CNOOC), PetroChina, Sinopec, and China Oilfield Services [3]

证券之星消息，1月23日油服工程板块较上一交易日下跌0.22%，仁智股份领跌。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300164 | 道線石油 | 7.90 | 3.40% | 172.08万 | | 13.31 Z | | 920088 | 科力股份 | 38.66 | 2.41% | 7.61万 | | 2.887Z | | 300191 | 潜能恒信 | 23.48 | 1.51% | 21.12万 | | 4.90亿 | | 600871 | 石化油服 | 2.63 | 1.15% | 482.26万 | | 12.61亿 | | 002207 | 准油股份 | 8.94 | 0.56% | 38.31万 | | 3.38亿 | | 002554 | 惠博音 | 4.14 | 0.49% | 129.93万 | | 5.36亿 | | ...

Group 1 - Over 2,500 aircraft have installed the Starlink system, with 16 airlines/operators currently using or contracted to install the service [2] - China's first flexible intelligent spraying system for marine oil and gas equipment has been put into operation, marking significant progress in anti-corrosion coating technology [2] - Blue Origin, owned by Jeff Bezos, announced a satellite communication network plan named "TeraWave," aiming to deploy 5,408 satellites to provide services with a target data transmission speed of 6 Tbps [2] - CATL released a customized series solution for light commercial vehicles, featuring the industry's first mass-produced sodium battery, which performs well in extreme temperatures [2]

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 the production capacity of marine energy [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 achieves 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 the efficiency of complex workpieces by over 30% compared to traditional manual methods, while controlling coating thickness error within 0.01 millimeters [1]. Group 2: Technological Innovations - The project team has successfully overcome multiple technical challenges in component recognition, path planning, intelligent spraying, process matching, and adaptive adjustment, achieving over 10 technological innovations in spraying component AI visual recognition, spraying path planning, and precision control [2]. - The core hardware and software of the system are 100% domestically produced, highlighting advancements in local manufacturing capabilities [2].

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]