Market Overview - The oil service engineering sector experienced a decline of 1.9% on January 7, with Renji Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance: - Keli Co., Ltd. (920088) increased by 5.95% to a closing price of 33.28 [1] - Zhun Oil Co., Ltd. (002207) rose by 4.82% to 8.26 [1] - Other notable stocks included: - Bomaike (603727) up 1.45% to 14.73 [1] - Tongyuan Petroleum (300164) up 0.49% to 6.13 [1] - Haike Engineering (600583) down 1.06% to 5.60 [1] - Renji Co., Ltd. (002629) down 5.40% to 6.83 [2] Capital Flow - The oil service engineering sector saw a net outflow of 83.98 million yuan from main funds, while retail investors contributed a net inflow of 48.73 million yuan [2] - The capital flow for key stocks included: - Bomaike (603727) had a main fund net inflow of 19.43 million yuan [3] - Keli Co., Ltd. (920088) saw a net inflow of 15.11 million yuan [3] - Zhun Oil Co., Ltd. (002207) had a net inflow of 304.93 thousand yuan [3] - Haike Engineering (600583) experienced a net outflow of 4.46 million yuan [3]

Group 1 - The first extraordinary general meeting of shareholders for 2026 was held on January 6, 2026, at the company's office in Tianjin Port Free Trade Zone [2] - The meeting was convened by the board of directors, with independent director Mr. Zheng Zhongliang presiding over the meeting [2][3] - The voting method combined on-site and online voting, complying with relevant laws and regulations [2] Group 2 - The only resolution discussed was regarding the extension of financial assistance by a wholly-owned subsidiary, which was approved by a majority of the voting shareholders [4] - The meeting was attended by one of the six current directors, with the chairman and other directors absent due to business reasons [3] - The legal proceedings of the meeting were witnessed by Beijing Zhonglun Law Firm, confirming that all procedures and resolutions were in accordance with legal requirements [5]

北京市中伦律师事务所 法律意见书 2026 年 1 月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见书 关于海洋石油工程股份有限公司 2026 年第一次临时股东会的 致：海洋石油工程股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受海洋石油工程股份有限公 司（以下简称"公司"）委托，指派本所律师对公司 2026 年第一次临时股东会 （以下简称"本次股东会"）的合法性进行见证并出具法律意见。 本法律意见书根据《中华人民共和国公司法》（以下简称"《公司法》"）、 中国证券监督管理委员会 ...

本次会议是否有否决议案：无 证券代码：600583 证券简称：海油工程 公告编号：2026-001 海洋石油工程股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 811 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 2,609,363,344 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 59.0172 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，公司过半数的董事共同推举独立董事郑忠良先 (一) 股东会召开的时间：2026 年 1 月 6 日 (二) 股东会召开的地点：天津港保税区海滨十五路 199 号海油工程 A 座办公 楼会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 生主持会议。本次股东会采用现场投票和网络投票 ...

Group 1 - The oil service engineering sector increased by 2.09% on January 6, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Key stocks in the oil service engineering sector showed significant price increases, with Renji Co., Ltd. rising by 4.79% to a closing price of 7.22 [1] Group 2 - The oil service engineering sector experienced a net inflow of 86.14 million yuan from main funds, while retail investors saw a net outflow of 23.13 million yuan [2] - Major stocks such as Haiyou Development and Tongyuan Petroleum had notable net inflows from main funds, with Haiyou Development receiving 39.85 million yuan [3] - The overall trading volume and turnover for key stocks in the sector were substantial, with Tongyuan Petroleum achieving a turnover of 1.02 billion yuan [1][2]

Core Viewpoint - Zhongyuan Petroleum Engineering Company has entered the offshore coiled tubing operation market by signing a technical service contract with Sinopec Offshore Oil Engineering Company, marking its first venture into this sector [1] Group 1: Contract and Collaboration - The contract includes technical services for well testing and wireline operations, showcasing Zhongyuan's expertise in downhole technical services [1] - The collaboration reflects Sinopec's internal units working together to explore high-end market opportunities [1] Group 2: Preparation for Offshore Operations - To meet the high standards required for offshore operations, the company is preparing in three key areas: equipment, personnel, and technology [1] - Equipment upgrades involve optimizing coiled tubing and wireline operation equipment to ensure compliance with safety standards such as explosion-proof, hoisting, and electrical safety [1] - Personnel training includes specialized training for core operational staff to obtain necessary qualifications for offshore platforms [1] - Technical personnel are being sent to offshore platforms for observational learning to enhance practical response capabilities [1] Group 3: Safety and Quality Assurance - The company will strictly adhere to offshore operational regulations and develop detailed work plans to ensure service quality and operational safety are fully controlled [1]

Core Viewpoint - The military strike ordered by the U.S. against Venezuela has created significant uncertainty in global markets, particularly affecting the Chinese A-share market, which is set to react after a holiday pause [1][2]. Group 1: Immediate Market Reactions - Global markets reacted swiftly to the news, with gold prices surging due to increased safe-haven buying and international oil prices rising sharply due to geopolitical risk premiums [2]. - The FTSE China A50 index futures, typically a leading indicator for A-shares, remained inactive on January 3, indicating that market sentiments and risk assessments would be bottled up until the market reopened on January 5 [2]. Group 2: Market Dynamics and Implications - The decision to bypass Congress for military action introduces new variables into market dynamics, creating a 12-hour delay for market reactions and increasing uncertainty regarding potential further military actions [3]. - The turmoil in Venezuela, a key OPEC member, is expected to have delayed impacts on the energy sector, particularly affecting domestic refining companies and airlines, while also providing time for the renewable energy sector to assess potential opportunities [4]. Group 3: Sector-Specific Impacts - The military intervention is likely to amplify concerns about energy inflation, with oil prices already rising, which will impact the energy supply chain and related sectors once the A-share market reopens [4]. - The military action's implications extend to the defense sector, where the unpredictability of U.S. military actions may lead to increased demand for defense stocks, reflecting a broader trend of heightened geopolitical tensions [5]. Group 4: Investment Strategies and Scenarios - Three potential scenarios for the A-share market opening on January 5 have been outlined: a panic-driven sell-off, a rational adjustment reflecting market resilience, or a strategic opportunity arising from perceived overreactions [8][9][10]. - Investors are advised to prepare by assessing their holdings, setting specific price triggers for action, and closely monitoring developments regarding potential further military actions and Congressional responses [15][17]. Group 5: Broader Market Repercussions - The military strike may lead to a reevaluation of geopolitical risk pricing in global capital markets, particularly affecting countries with existing tensions with the U.S. [6]. - The potential for a second round of attacks raises concerns about ongoing supply disruptions, which could have lasting effects on market stability and investor confidence [4][5].

Core Insights - The Shell Nigeria HI project, undertaken by CNOOC Engineering Co., Ltd., has reached a significant milestone with the completion of the main construction of the upper modules at the Tianjin Intelligent Manufacturing Base, marking a new phase in the collaboration between CNOOC Engineering and Shell [1] - The project is notable as it is the first time CNOOC Engineering has acted as the general contractor for Shell, encompassing design, procurement, and construction responsibilities, which lays a foundation for further expansion into the international high-end oil and gas engineering market [1] Group 1 - The project team is currently in the final debugging phase, aiming for timely delivery by mid-January [1] - Key tasks include conducting pressure tests on process pipelines, which are critical for ensuring the strength and sealing of the pipelines, directly impacting the safety and stability of offshore production [1] - The project has successfully completed 68 pipeline pressure test packages, with over 37,000 meters of cable laid and 1,147 cable connections made, achieving a 99.98% first-pass welding rate for critical path pipelines [2] Group 2 - The project team has implemented an integrated, modular, and standardized operational model to enhance construction efficiency and ensure seamless workflow [2] - Resources are dynamically allocated, with two-shift operations at critical work nodes to effectively safeguard the overall project schedule [2] - The project is on track to start the new year positively, with a focus on maintaining quality and progress under tight deadlines [2]

Core Viewpoint - The news highlights the recent performance of the National Petroleum and Natural Gas Index and the impact of geopolitical tensions in Venezuela on the oil market, with expectations of a price range for Brent crude oil in early 2026 [1][2]. Group 1: Market Performance - As of December 31, 2025, the National Petroleum and Natural Gas Index (399439) increased by 0.01%, with notable gains from stocks such as Haimer Technology (300084) up 4.26%, Yutong Co. (603036) up 3.10%, and China Petroleum (601857) up 1.56% [1]. - The oil and gas ETF (159697) was quoted at 1.19 yuan, with a net subscription of 4 million units during the trading session [1]. Group 2: Geopolitical Impact - The escalation of the regional situation in Venezuela is causing disturbances in the crude oil market, adding uncertainty to supply and demand forecasts [1]. - China Galaxy Securities anticipates a significant accumulation of supply in the near term, projecting Brent crude oil prices to range between $55 and $63 per barrel in January 2026, with potential downward pressure [1]. Group 3: Index Composition - As of November 28, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China Petroleum (601857), China Petrochemical (600028), and China National Offshore Oil Corporation (600938), collectively accounting for 65.78% of the index [2]. - The oil and gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [1].

国家知识产权局信息显示，海洋石油工程股份有限公司取得一项名为"一种埋弧焊接的吸力锚主吊点布 放装置"的专利，授权公告号CN119368885B，申请日期为2024年11月。 天眼查资料显示，海洋石油工程股份有限公司，成立于2000年，位于天津市，是一家以从事土木工程建 筑业为主的企业。企业注册资本442135.48万人民币。通过天眼查大数据分析，海洋石油工程股份有限 公司共对外投资了7家企业，参与招投标项目5000次，财产线索方面有商标信息27条，专利信息3197 条，此外企业还拥有行政许可305个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...