证券之星消息，9月5日油气开采板块较上一交易日上涨0.93%，*ST新潮领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。油气开采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) | | | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.02 | 2.81% | 31.23万 | | 1.25 亿 | | 000968 | 蓝焰控股 | 6.94 | 0.87% | 9.05万 | | 6231.09万 | | 600759 | 洲际油气 | 2.28 | 0.44% | 112.15万 | | 2.52亿 | | 600938 | 與奧圖于 | 25.74 | 0.39% | 34.43万 | | 8.83亿 | | 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 | | | | --- | --- | --- | --- | --- | -- ...

从资金流向上来看，当日油气开采板块主力资金净流出1.08亿元，游资资金净流入760.16万元，散户资金 净流入1.0亿元。油气开采板块个股资金流向见下表： 证券之星消息，9月4日油气开采板块较上一交易日下跌2.49%，*ST新潮领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。油气开采板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | | | | 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 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600759 洲际油气 | | -96.58万 | -0.34% | -1020.04万 | -3.63% | 1116.62万 | 3.97% | | 000968 蓝焰控股 | | -945.67万 | -11.50% | -611.66万 | -7.44% | 1557.32万 | 18.94% | | 6 ...

本文字数：5361，阅读时长大约9分钟 作者 | 第一财经 王方然 从北京办公室的交接，到美国法院的诉讼，从董事会席位到油井控制权，*ST新潮的新旧两方人马，围绕公司规模百亿的境外资产，打响了新的争夺 战。 2025.09. 03 *ST新潮最近披露，新管理层接收该公司原来的北京办公场所时，原管理层拒不交接，且拒绝配合移交资料。不久前的5月、7月，该公司刚刚完成大股 东、管理层变更等系列动作，另一上市公司伊泰B取得了控制权。而后，该公司新旧管理层仍在多个"平行战场"展开攻防。（详见 《*ST新潮董事会"变 天"，伊泰B接管后仍有大挑战》 《境外油气资产审计意见起冲突，*ST新潮起诉审计机构索赔300余万》 ） 拒绝交接办公场所，只是*ST新潮治理、资产控制权的一个小插曲。双方眼下正在激烈争夺的，是该公司位于美国的油气资产。截至今年6月底，这些 资产在该公司总资产中的占比，占比超过99%。早前，*ST新潮原董事长已通过一系列股权变更，将资产控制权转移至个人关联公司，并精心设计的境 外股权"迷宫"，试图掌控这些资产的命脉。 近期，伊泰B开始试图接管这些油气资产。据美国法院披露，*ST新潮子公司浙江犇宝通过行使股东 ...

Group 1 - The core conflict revolves around the control of *ST Xinchao's overseas oil and gas assets, valued at over 10 billion, amidst a power struggle between the old and new management teams [1][2] - The new management team, led by Yitai B, has attempted to take control of the oil and gas assets located in the United States, which constitute over 99% of the company's total assets as of June [1] - Legal actions have been initiated, including the removal of original directors of the U.S. subsidiary Seewave Energy Holdings Company and the appointment of new directors affiliated with Yitai B [2] Group 2 - A hearing was held in the Delaware Chancery Court, resulting in a status quo order that maintains the current operational state of the company while the legitimacy of the new management is under review [2] - The previous chairman of *ST Xinchao had previously transferred asset control to a personal affiliate through a complex offshore equity structure, complicating the current power struggle [1]

境外油气资产占*ST新潮总资产的99% *ST新潮最近披露，新管理层接收该公司原来的北京办公场所时，原管理层拒不交接，且拒绝配合移交资料。不久前 的5月、7月，该公司刚刚完成大股东、管理层变更等系列动作，另一上市公司伊泰B取得了控制权。而后，该公司新 旧管理层仍在多个"平行战场"展开攻防。（详见《*ST新潮董事会"变天",伊泰B接管后仍有大挑战》《境外油气资产审 计意见起冲突,*ST新潮起诉审计机构索赔300余万》） 拒绝交接办公场所，只是*ST新潮治理、资产控制权的一个小插曲。双方眼下正在激烈争夺的，是该公司位于美国的 油气资产。截至今年6月底，这些资产在该公司总资产中的占比，占比超过99%。早前，*ST新潮原董事长已通过一系 列股权变更，将资产控制权转移至个人关联公司，并精心设计的境外股权"迷宫"，试图掌控这些资产的命脉。 近期，伊泰B开始试图接管这些油气资产。据美国法院披露，*ST新潮子公司浙江犇宝通过行使股东权利，罢免美国子 企业Seewave Energy Holdings Company（以下简称"Seewave 公司"）的原任董事刘珂、刘斌、李鸣等人，并相应更换 为伊泰B系高管张钧昱、Ting ...

Group 1 - The core issue of the article revolves around the ongoing control struggle at *ST New Tide (SH600777), particularly following the acquisition by Yitai B shares, which now holds a 50.10% stake in the company [1][3] - The newly elected board of directors, primarily composed of candidates from Yitai B, aims to address internal governance issues and has committed to supporting minority shareholders [3][4] - The control dispute is largely centered on the company's oil and gas assets located in the United States, which are crucial for the company's operations and future [4][5] Group 2 - The recent interim shareholders' meeting resulted in a significant majority (81.49%) supporting the early re-election of the board and supervisory committee, despite the previous management's objections [2][3] - The new management faced significant resistance during the transition, with key personnel from the previous management not cooperating during the handover process [4][5] - Legal battles are ongoing in U.S. courts, with multiple cases being heard, including one initiated by Yitai B to protect the company's interests and maintain operations of its U.S. subsidiaries [5]

Core Viewpoint - The control struggle over *ST Xinchao (SH600777)* continues despite the completion of the board restructuring, as highlighted in the recently disclosed 2025 semi-annual report, revealing a decline in performance amid ongoing litigation and governance issues [1][2][5]. Group 1: Financial Performance - In the first half of 2025, *ST Xinchao* reported operating revenue of 3.973 billion yuan, a year-on-year decrease of 8.85% [1] - The net profit attributable to shareholders was 959 million yuan, down 18.22% year-on-year [1]. Group 2: Control and Governance Issues - The new controlling shareholder, Yitai B, holds 50.10% of the shares and aims to address internal governance issues, but faced resistance from existing management [2][3]. - A temporary shareholders' meeting was held on July 24, 2025, where a significant majority (81.49%) supported the early restructuring of the board and supervisory committee [3]. - The newly elected board includes four non-independent directors from Yitai B, with Zhang Junyu appointed as chairman [3][4]. Group 3: Legal and Operational Challenges - The transition of control has led to significant operational challenges, with the new management facing resistance during the takeover of the Beijing office, where previous management did not cooperate [6][7]. - The core asset dispute centers around the oil and gas assets in the U.S., with ongoing litigation in U.S. courts, including three key cases [7][8]. - A "status quo order" from a Delaware court mandates that the U.S. subsidiary maintain normal operations and restricts significant transactions without prior consent [8]. Group 4: Future Outlook and Risks - The new board is actively working to address issues raised in the previous year's audit report to improve governance and financial reporting quality [9]. - The company faces a delisting risk due to an "unable to express opinion" audit report for the 2024 fiscal year, which could lead to termination of listing if the situation does not improve in 2025 [8].

虽然临时股东大会形成决议，新任董事会也已完成换届，但从最新披露的2025年半年报来看，*ST新潮 （SH600777，股价4.11元，市值279.5亿元，下称新潮能源）的控制权缠斗仍留有尾巴。 8月29日晚间，新潮能源发布2025年半年度报告，这是自新晋控股股东伊泰B股通过A股首例竞争性要约 收购入主以来，公司披露的首份财务报告。报告显示，在国际油价波动的背景下，公司上半年业绩承 压，实现营业收入39.73亿元，同比下滑8.85%；归母净利润为9.58亿元，同比下滑18.22%。然而，相较 于经营业绩的波动，这份半年报所揭示的更深层次矛盾——新潮能源控制权的交接僵局与愈演愈烈的诉 讼战，无疑更牵动市场神经。 伊泰系从幕后走向台前 美国子公司成争夺焦点 尽管临时股东大会完成了董事会和监事会的"改组"，但新旧管理层之间的权力交接却陷入了僵局，新潮 能源的控制权之争由会议室的投票转向了实际运营层面的对抗。 自伊泰B股正式成为新潮能源持股50.10%的控股股东后，调整上市公司管理层以终结内部治理乱象成为 其首要目标。然而，这一进程并非一帆风顺。 今年6月，深圳市宏语商务咨询有限公司等6家合计持股近15%的股东联合提议 ...

沪指9月2日下跌0.45%，申万所属行业中，今日上涨的有6个，涨幅居前的行业为银行、公用事业，涨 幅分别为1.95%、0.99%。石油石化行业今日上涨0.37%。跌幅居前的行业为通信、计算机，跌幅分别为 5.73%、4.06%。 资金面上看，两市主力资金全天净流出1512.76亿元，今日有4个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨1.95%，全天净流入资金34.17亿元，其次是公用事业行业，日涨幅 为0.99%，净流入资金为9.36亿元。 主力资金净流出的行业有27个，电子行业主力资金净流出规模居首，全天净流出资金345.44亿元，其次 是计算机行业，净流出资金为245.60亿元，净流出资金较多的还有通信、有色金属、电力设备等行业。 石油石化行业今日上涨0.37%，全天主力资金净流入2.49亿元，该行业所属的个股共47只，今日上涨的 有14只；下跌的有32只。以资金流向数据进行统计，该行业资金净流入的个股有14只，其中，净流入资 金超3000万元的有5只，净流入资金居首的是中国石油，今日净流入资金4.75亿元，紧随其后的是中国 海油、中国石化，净流入资金分别为1.09亿元、902 ...

Group 1 - The oil and gas extraction sector increased by 0.15% compared to the previous trading day, with China National Offshore Oil Corporation (CNOOC) leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - The trading volume and turnover for key stocks in the oil and gas extraction sector were significant, with CNOOC closing at 26.38, up 1.70% with a turnover of 26.41 billion yuan [1] Group 2 - The net capital flow in the oil and gas extraction sector showed a net outflow of 4.87 million yuan from main funds, while retail funds experienced a net outflow of 24.31 million yuan [1] - CNOOC had a net inflow of 74.62 million yuan from main funds, but a net outflow of 84.68 million yuan from retail investors, indicating mixed investor sentiment [2] - Other companies like Blue Flame Holdings and ST Xinchao experienced significant net outflows from main funds, highlighting potential concerns among institutional investors [2]