天眼查工商信息显示，8月22日，中油技服（北京）科创中心有限责任公司成立，法定代表人为刘越， 注册资本4200万人民币，经营范围包括石油天然气技术服务、网络与信息安全软件开发、数据处理服 务、工程和技术研究和试验发展等。股东信息显示，该公司由中国石油集团油田技术服务有限公司全资 持股。 ...

截至2025年8月22日收盘，石化油服（600871）报收于2.07元，较上周的2.03元上涨1.97%。本周，石化 油服8月21日盘中最高价报2.09元。8月18日盘中最低价报2.02元。石化油服当前最新总市值392.41亿 元，在油服工程板块市值排名3/13，在两市A股市值排名430/5152。 本周关注点 股本股东变化 近日石化油服披露，截至2025年7月31日公司股东户数为11.94万户，较6月30日减少9954.0户，减幅为 7.7%。户均持股数量由上期的10.47万股增加至11.35万股，户均持股市值为22.69万元。 业绩披露要点 石化油服2025年中报显示，公司主营收入370.51亿元，同比上升0.62%；归母净利润4.92亿元，同比上 升8.95%；扣非净利润4.24亿元，同比上升68.76%；其中2025年第二季度，公司单季度主营收入192.0亿 元，同比上升4.99%；单季度归母净利润2.74亿元，同比下降0.16%；单季度扣非净利润2.05亿元，同比 上升77.53%；负债率88.1%，投资收益-2868.3万元，财务费用4.27亿元，毛利率8.44%。 公司公告汇总 石化油服2025 ...

Group 1 - Company 万物云 (2602.HK) reported H1 2025 revenue of 18.14 billion RMB, a year-on-year increase of 3.1%, and a core net profit of 1.32 billion RMB, up 10.8% year-on-year. The interim dividend is expected to be 1.1 billion RMB, accounting for 83% of core net profit, indicating stable growth and potential generous annual dividends [5]. - 华菱钢铁 (000932.SZ) achieved H1 2025 revenue of 63.092 billion RMB, down 16.93% year-on-year, but the net profit attributable to shareholders rose by 31.31% to 1.748 billion RMB. Q2 2025 revenue was 32.863 billion RMB, a decrease of 15.52% year-on-year but an increase of 8.71% quarter-on-quarter [6]. - 石化油服 (600871.SH/1033.HK) reported H1 2025 total revenue of 22.6 billion RMB, up 4.5% year-on-year, with a net profit attributable to shareholders of 1.83 billion RMB, an increase of 13.1% year-on-year. Q2 2025 revenue was 12.5 billion RMB, showing a quarter-on-quarter increase of 24.3% [7]. Group 2 - 北新建材 (000786.SZ) reported H1 2025 revenue of 13.56 billion RMB, a slight decrease of 0.3% year-on-year, with a net profit of 1.93 billion RMB, down 12.9% year-on-year. Q2 2025 revenue was 7.31 billion RMB, down 4.5% year-on-year [8]. - 盛弘股份 (300693.SZ) achieved H1 2025 revenue of 1.362 billion RMB, a decline of 4.79% year-on-year, with a net profit of 158 million RMB, down 12.91% year-on-year. Q2 2025 revenue was 758 million RMB, down 8.87% year-on-year [9]. - 海天国际 (1882.HK) reported H1 2025 revenue of 9.02 billion RMB, a year-on-year increase of 12.5%, and a net profit of 1.71 billion RMB, up 12.6% year-on-year. The company benefited from global supply chain restructuring and growth in certain downstream industries [10]. Group 3 - 五洲特纸 (605007.SH) anticipates a recovery in performance in the second half of 2025, driven by a rebound in prices for certain paper products since July, alongside ongoing capacity expansion and increased integration of pulp and paper operations [9].

Core Viewpoint - The company reported a steady growth in revenue and net profit for the first half of 2025, indicating improved operational quality despite challenges in the international oil market [4][5]. Financial Performance - In H1 2025, the company achieved total revenue of 22.6 billion yuan, a year-on-year increase of 4.5%, and a net profit attributable to shareholders of 1.83 billion yuan, up 13.1% year-on-year [4]. - For Q2 2025, the company recorded a revenue of 12.5 billion yuan, a year-on-year increase of 0.78% and a quarter-on-quarter increase of 24.3%, with a net profit of 1.235 billion yuan, reflecting a year-on-year growth of 10.75% and a quarter-on-quarter growth of 107.97% [4]. Operational Insights - The company’s net profit growth of 13% in H1 2025 is attributed to its focus on core operations and the successful implementation of policies aimed at increasing reserves and production [5]. - The average Brent crude oil price in H1 2025 was $70.81 per barrel, down 15.1% year-on-year, with Q2 prices dropping to $66.71 per barrel, a decrease of 21.5% year-on-year [5]. Business Segments Performance - In H1 2025, the energy technology services segment generated revenue of 7.993 billion yuan, a growth of 2.79%, while the low-carbon environmental and digitalization segment saw revenue of 3.870 billion yuan, up 11.17% [6]. - The energy logistics services segment achieved revenue of 11.64 billion yuan, reflecting a year-on-year increase of 5.13% [6]. Cost Management and Efficiency - The company improved its gross margin to 15.33%, an increase of 1.18 percentage points year-on-year, through effective cost control measures [7]. - The company is advancing the transformation of traditional industries towards high-end, intelligent, and green solutions, launching ten digital management modules [8]. Industry Outlook - The global oilfield services market is expected to grow to $326.5 billion in 2025, a year-on-year increase of 3.3%, driven by rising oil supply and energy security demands [9]. - The parent company, China National Offshore Oil Corporation (CNOOC), is actively pursuing a seven-year action plan to increase oil and gas reserves and production, with targeted growth rates of 5.9%, 2.6%, and 3.8% for 2025-2027 [9].

Core Viewpoint - The company has shown significant improvement in operational performance despite challenges in the oil service industry, with a focus on expanding its market presence and enhancing profitability through strategic initiatives [4][6][10]. Financial Performance - In H1 2025, the company achieved total revenue of 37.05 billion yuan, a year-on-year increase of 0.6%, and a net profit attributable to shareholders of 490 million yuan, up 9.0% year-on-year [4]. - In Q2 2025, the company reported a total revenue of 19.2 billion yuan, reflecting a year-on-year increase of 4.99% and a quarter-on-quarter increase of 7.56%, while the net profit was 274 million yuan, showing a slight decline of 0.16% year-on-year but a significant increase of 25.44% quarter-on-quarter [4]. Loss Compensation Announcement - The company plans to use 2 billion yuan from surplus reserves and 1.6 billion yuan from capital reserves to offset accumulated losses, resulting in a cumulative undistributed profit of 0 yuan on the parent company’s financial statements after the implementation of this plan [5][9]. Industry Development - The oil service industry is experiencing steady growth, with the company benefiting from policies aimed at increasing reserves and production. The average Brent crude oil price in H1 2025 was $70.81 per barrel, down 15.1% year-on-year, while Q2 saw a price of $66.71 per barrel, down 21.5% year-on-year [6][10]. - The company has improved its operational efficiency and market positioning, leading to a significant increase in net profit and a gross margin of 8.44%, up 0.41 percentage points year-on-year [6]. Contract Acquisition - The company signed new contracts worth 63.7 billion yuan in H1 2025, a year-on-year increase of 3.2%, marking the highest level since the 13th Five-Year Plan. Notably, overseas contracts increased by 71.8% year-on-year to 19.6 billion yuan [7][8]. - The company has set a target of over 95 billion yuan in new contracts for 2025, with specific goals for different markets, indicating a strong pipeline for future revenue [8]. Strategic Focus - The company is committed to enhancing its engineering service capabilities and expanding into high-end and diversified markets, particularly in international regions such as Saudi Arabia, Kuwait, and Ecuador [7][8]. - The ongoing development of new energy and carbon capture utilization and storage (CCUS) initiatives presents significant opportunities for growth in the oil and gas sector [10].

Group 1 - Huayou Cobalt achieved a revenue of 37.197 billion yuan in the first half of 2025, a year-on-year increase of 23.8%, with a net profit attributable to shareholders of 2.71 billion yuan, up 62.3% [5] - In Q2 2025, Huayou Cobalt's revenue reached 19.35 billion yuan, a year-on-year increase of 28.3% and a quarter-on-quarter increase of 8.5% [5] - The company reported a net profit of 1.46 billion yuan in Q2 2025, reflecting a year-on-year growth of 27% and a quarter-on-quarter growth of 16.5% [5] Group 2 - Sinopec Oilfield Service Company reported a total revenue of 37.05 billion yuan in H1 2025, a slight increase of 0.6% year-on-year, with a net profit of 490 million yuan, up 9.0% [6] - In Q2 2025, the company achieved a revenue of 19.2 billion yuan, a year-on-year increase of 4.99% and a quarter-on-quarter increase of 7.56% [6] - The net profit for Q2 2025 was 274 million yuan, showing a year-on-year decrease of 0.16% but a quarter-on-quarter increase of 25.44% [6] Group 3 - Keda Li reported steady growth in its main business, with a focus on becoming a platform company for robot components, particularly in precision processing and large-scale manufacturing [6] - The company is concentrating on its humanoid robot subsidiary, Kemon, which focuses on reducers and joint modules [6] Group 4 - Huatian Technology achieved a revenue of 7.78 billion yuan in H1 2025, a year-on-year increase of 15.81%, with a net profit of 226 million yuan, up 1.68% [7] - The semiconductor industry's recovery is expected to drive demand for the company's products, with anticipated accelerated performance in H2 2025 as capacity is gradually released [7] Group 5 - Xtep International reported a revenue increase of 7.1% and a net profit increase of 21.5% in H1 2025 [8] - The main brand and Saucony showed collaborative growth, with the main brand's revenue up 4.5% and professional sports revenue up 32.5% [8] - The company maintains its full-year guidance, expecting steady growth in the main brand's revenue and a 30-40% increase in Saucony's revenue [8] Group 6 - Aimeike reported a revenue of 1.3 billion yuan in H1 2025, a year-on-year decrease of 21.6%, with a net profit of 790 million yuan, down 29.6% [8] - The company experienced a decline in revenue and net profit in both Q1 and Q2 2025, with significant year-on-year decreases [8] Group 7 - Gilead Sciences-B reported a revenue of 0.01 billion yuan in H1 2025, with a net profit of -88 million yuan [8] - The company is fully transitioning to innovative drug research and development, with key clinical progress expected for its core metabolic disease treatment products by the end of this year to early next year [8]

截至2025年8月19日收盘，石化油服(600871)报收于2.03元，上涨0.0%，换手率0.75%，成交量101.67万 手，成交额2.07亿元。 当日关注点 交易信息汇总 8月19日，石化油服的资金流向情况如下：- 主力资金净流出1526.62万元，占总成交额7.36%；- 游资资 金净流出388.08万元，占总成交额1.87%；- 散户资金净流入1914.71万元，占总成交额9.23%。 业绩披露要点 根据石化油服2025年中报，公司上半年的业绩表现如下：- 主营收入370.51亿元，同比上升0.62%；- 归 母净利润4.92亿元，同比上升8.95%；- 扣非净利润4.24亿元，同比上升68.76%；- 第二季度单季度主营 收入192.0亿元，同比上升4.99%；- 第二季度单季度归母净利润2.74亿元，同比下降0.16%；- 第二季度 单季度扣非净利润2.05亿元，同比上升77.53%；- 负债率为88.1%，投资收益为-2868.3万元，财务费用 为4.27亿元，毛利率为8.44%。 股本股东变化 截至2025年7月31日，石化油服的股东户数为11.94万户，较6月30日减少9954户，减幅为7 ...

石化油服是国内大型综合油气工程与技术服务专业公司，公司共有五大业务板块，分别是地球物理、钻 井工程、测录井、井下特种作业和工程建设，五大业务板块涵盖了从勘探、钻井、完井、油气生产、油 气集输的全产业链过程。 公告还显示，展望2025年下半年，油服行业较高景气度仍将延续。全球经济将持续复苏，中国经济运行 延续稳中向好发展态势，油气需求仍将保持刚性增长；同时油气作为一种重要的战略能源，战略储备和 应急保障的作用将更加凸显。国内油公司将持续落实能源安全战略，油气勘探开发资本开支保持稳定。 受益于油公司加大油气增储上产力度，油服市场规模保持稳中有增。 本报讯(记者向炎涛)8月19日，中石化石油工程技术服务股份有限公司(以下简称"石化油服（600871）") 发布2025年半年度报告。按中国企业会计准则，今年上半年，公司实现营业收入370.5亿元，同比增长 0.6%；实现归属于上市公司股东的净利润49.2亿元，同比增长9%。 上半年，公司累计新签合同额636.7亿元，同比增长3.2%。其中，中国石化集团公司市场新签合同额 343.7亿元，同比增长3.0%；国内外部市场新签合同额96.8亿元，同比下降42.7%；海外市场 ...

Investment Rating - The report maintains an "Accumulate" rating for both A-shares and H-shares of the company, with current prices at 2.03 CNY and 0.81 HKD respectively [1]. Core Views - The company has shown significant improvement in performance for the first half of 2025, with total revenue reaching 37.05 billion CNY, a year-on-year increase of 0.6%, and a net profit attributable to shareholders of 490 million CNY, up 9.0% year-on-year [5][7]. - The company has set a new record for new contract signings, totaling 63.7 billion CNY in the first half of 2025, representing a 3.2% increase year-on-year, marking the highest level since the 13th Five-Year Plan [8][9]. - The company is actively expanding its high-end and diversified overseas markets, with overseas contract signings increasing by 71.8% year-on-year [8]. Summary by Sections Financial Performance - In 2025H1, the company achieved a gross profit margin of 8.44%, an increase of 0.41 percentage points year-on-year, and an annualized ROE of 10.97%, up 0.18 percentage points year-on-year [7]. - The company reported a net profit of 2.74 billion CNY in Q2 2025, with a year-on-year decrease of 0.16% but a quarter-on-quarter increase of 25.44% [5]. Contract Signings and Market Expansion - The company has set a target of over 95 billion CNY for new contract signings in 2025, with specific targets of 50 billion CNY from China Petroleum Group, 18 billion CNY from domestic external markets, and 27 billion CNY from overseas markets [9]. - The company is focusing on enhancing its engineering service capabilities and expanding into high-quality domestic and international markets [8]. Industry Outlook - The oil service industry is expected to benefit from stable development and increased upstream capital expenditure, with global upstream capital spending projected to recover and exceed 582.4 billion USD in 2025, a year-on-year increase of 5% [12]. - The implementation of new energy laws and plans in China is anticipated to drive high-quality exploration and development in the oil and gas sector, presenting significant opportunities for the company [12]. Profit Forecast and Valuation - The report has adjusted profit forecasts for 2025-2027, expecting net profits of 909 million CNY, 1.099 billion CNY, and 1.315 billion CNY respectively, with corresponding EPS of 0.05, 0.06, and 0.07 CNY per share [13].

Group 1 - The Zhengzhou Commodity Exchange announced the cancellation of designated PTA delivery and inspection-free brand qualifications for several companies, including Sinopec Yangzi Petrochemical Co., Ltd. and Shishi Jialong Petrochemical Fiber Co., Ltd. [1] - The designated PTA delivery brand qualifications for Sinopec Shanghai Petrochemical Co., Ltd., Sinopec Luoyang Company, Yadong Petrochemical (Shanghai) Co., Ltd., and Ningbo Liwan Polyester Materials Co., Ltd. have also been revoked [1] - The designated PTA delivery brand qualification for Hanbang (Jiangyin) Petrochemical Co., Ltd. has been suspended [1]