Group 1 - The core point of the news is the performance and financial details of Sinopec Oilfield Service Corporation, which saw a stock price increase of 5.26% to 2.20 CNY per share, with a trading volume of 335 million CNY and a market capitalization of 41.706 billion CNY [1] - Sinopec Oilfield Service Corporation was established on November 21, 1994, and listed on April 11, 1995. The company specializes in engineering and technical services for oil and gas exploration and development [1] - The revenue composition of Sinopec Oilfield Service includes drilling (49.10%), engineering construction (23.37%), special downhole operations (13.87%), geophysics (4.89%), logging (4.67%), and other services (2.99% and 1.11% for supplementary) [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 500 ETF (510500) increased its holdings by 8.3067 million shares in the second quarter, bringing its total to 60.7072 million shares, which accounts for 0.32% of circulating shares [2] - The estimated floating profit from this investment is approximately 6.6778 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion CNY. It has achieved a year-to-date return of 25.22% and a one-year return of 27.01% [2]

Group 1 - The combustible ice concept sector rose by 3.86%, ranking second among concept sectors, with 10 stocks increasing, including DeSheng Co., which hit the daily limit, and ShenKong Co. and Petrochemical Machinery also reaching the limit [1] - Leading stocks in the combustible ice sector included QianNeng HengXin, HaiMo Technology, and XinJin Power, which rose by 3.63%, 3.57%, and 2.21% respectively [1] - The stocks with the largest declines included NanSteel Co., Guangzhou Development, and China International Marine Containers, which fell by 0.58%, 0.14%, and 0.12% respectively [1] Group 2 - The combustible ice sector saw a net inflow of 305 million yuan from main funds today, with six stocks receiving net inflows, and five stocks exceeding 10 million yuan in net inflow [2] - ShenKong Co. led the net inflow with 161 million yuan, followed by China Petroleum & Chemical Corporation, Petrochemical Machinery, and DeSheng Co. with net inflows of 65.33 million yuan, 51.01 million yuan, and 42.43 million yuan respectively [2] - The net inflow ratios for ShenKong Co., Petrochemical Machinery, and DeSheng Co. were 44.51%, 24.72%, and 17.80% respectively [3] Group 3 - The top stocks in the combustible ice sector based on net inflow included ShenKong Co. with a daily increase of 10.04% and a turnover rate of 10.98%, followed by Petrochemical Machinery with a 10.03% increase and a turnover rate of 3.25% [3] - Other notable stocks included China Petroleum & Chemical Corporation, which increased by 1.11% with a turnover rate of 0.15%, and DeSheng Co., which increased by 19.98% with a turnover rate of 8.25% [3] - Stocks with declines included NanSteel Co. with a decrease of 0.58% and a turnover rate of 0.50%, and Guangzhou Development with a decrease of 0.14% and a turnover rate of 0.76% [4]

Core Insights - The oil service engineering sector experienced a decline of 0.96% on October 17, with RenZhi Co. leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Top gainers in the oil service engineering sector included: - Tongyuan Petroleum (300164) with a closing price of 5.99, up 5.46% [1] - Zhunyou Co. (002207) at 8.42, up 4.34% [1] - Beiken Energy (002828) at 10.75, up 3.46% [1] - Notable decliners included: - RenZhi Co. (002629) at 7.95, down 1.85% [2] - Haijun Engineering (600583) at 5.39, down 1.46% [2] - Shipgen Aori (601808) at 13.63, down 1.45% [2] Capital Flow - The oil service engineering sector saw a net inflow of 123 million yuan from institutional investors, while retail investors experienced a net outflow of 182 million yuan [2][3] - Key stocks with significant capital flow included: - Tongyuan Petroleum with a net inflow of 1.16 billion yuan from institutional investors [3] - Zhunyou Co. with a net inflow of 37.83 million yuan [3] - Beiken Energy with a net inflow of 19.94 million yuan [3]

Core Viewpoint - The overall decline in international oil prices this year has pressured the performance of oil and gas extraction and refining sectors, while the oil service equipment sector has shown resilience, with several Chinese oil service companies securing substantial contracts in the Middle East [1] Group 1: Market Performance - International oil prices have been on a downward trend this year, impacting the performance of oil and gas extraction and refining sectors [1] - Despite the overall market pressure, the oil service equipment sector has thrived, with Chinese companies winning nearly 10 billion yuan in contracts in the Middle East [1] Group 2: Major Contracts and Achievements - China National Petroleum Engineering (600339.SH) has emerged as a major winner in the Middle East, securing a contract worth $2.524 billion (approximately 18.032 billion yuan) for a seawater pipeline project in Iraq [2] - CNOOC Engineering (600583.SH) won a contract worth approximately $4 billion (about 28.5 billion yuan) for a project in Qatar [2] - Other companies like Jereh (002353.SZ) and Sinopec Oilfield Service (600871.SH) have also reported significant contracts, with Jereh securing a project worth $920 million (approximately 6.555 billion yuan) in Abu Dhabi [3] Group 3: Market Dynamics and Opportunities - The increase in contracts for Chinese oil service companies in the Middle East is attributed to the rising oil extraction activity in the region, supported by OPEC+ increasing production [3] - The Middle East remains a key market for oil exports, with OPEC members consistently increasing supply to the global market [3] Group 4: Strategic Shifts and Long-term Impact - Chinese oil service companies are transitioning from subcontractors to main contractors in the Middle East, with a focus on full-chain contracting models like EPC and EPSCC [5] - The long contract durations, typically spanning 4-5 years, provide stable revenue support for these companies [5] - Companies like Jereh are establishing local production bases to enhance service delivery and capitalize on regional advantages [5] Group 5: Financial Performance - Jereh reported a revenue of 6.901 billion yuan in the first half of the year, a year-on-year increase of 39.21%, with overseas market revenue growing over 38% [6] - Sinopec Oilfield Service achieved its best contract signing performance since the 13th Five-Year Plan, with new contracts totaling 63.67 billion yuan, a 3.2% increase year-on-year [6]

Core Viewpoint - The oil service sector in China has seen significant growth in the Middle East, with several companies securing large contracts, despite the overall decline in international oil prices this year [1][5]. Group 1: Major Contracts and Achievements - China National Petroleum Engineering Co. (中油工程) has emerged as a major winner in the Middle East, securing a contract worth $2.524 billion (approximately 18.032 billion RMB) for a seawater pipeline project in Iraq [2]. - CNOOC Engineering (海油工程) has also made strides, winning a bid from Qatar Energy for a project valued at around $4 billion (approximately 28.5 billion RMB) [2]. - Other companies like Jereh (杰瑞股份) and Sinopec Oilfield Service (石化油服) have also reported significant contracts, with Jereh signing a $920 million (approximately 6.555 billion RMB) contract for a digital transformation project in Abu Dhabi [3]. Group 2: Market Dynamics and Opportunities - The increase in contracts for Chinese oil service companies is attributed to the rising oil extraction activities in the Middle East, driven by OPEC+ increasing production [5][6]. - The Middle East remains a key market for oil and gas, with significant proven reserves, and Chinese companies are leveraging their experience and integrated solutions to capture market share [6]. Group 3: Long-term Financial Impact - The contracts secured by Chinese oil service companies typically span 4-5 years, providing a stable revenue stream and positively impacting financial performance over the coming years [7]. - For instance, Jereh reported a 39.21% year-on-year increase in revenue to 6.901 billion RMB in the first half of the year, with overseas market revenue growing by over 38% [8]. Group 4: Strategic Positioning and Future Outlook - Chinese oil service companies are transitioning from subcontractors to main contractors in the Middle East, enhancing their market recognition and capabilities [7]. - Companies are also establishing local production bases to improve service delivery and capitalize on regional advantages, which is expected to further strengthen their market position [7].

Core Viewpoint - The oil service engineering sector experienced a decline of 0.45% on October 16, with Renji Co. leading the drop. The Shanghai Composite Index rose by 0.1% to close at 3916.23, while the Shenzhen Component Index fell by 0.25% to 13086.41 [1]. Group 1: Market Performance - The oil service engineering sector's individual stock performance showed mixed results, with notable declines in several companies, including Renji Co. which fell by 4.71% to a closing price of 8.10 [2]. - The trading volume for Renji Co. was 355,300 shares, with a transaction value of 292 million yuan [2]. - Other companies in the sector, such as Beiken Energy and Zhun Oil Co., also saw declines of 2.17% and 2.06%, respectively [2]. Group 2: Capital Flow - The oil service engineering sector experienced a net outflow of 217 million yuan from major funds, while retail investors contributed a net inflow of 190 million yuan [2]. - The table of capital flow indicates that major funds withdrew from several companies, including Zhun Oil Co. and Beiken Energy, with net outflows of 15.6 million yuan and 19.9 million yuan, respectively [3]. - Conversely, retail investors showed a positive net inflow for Zhun Oil Co. and Beiken Energy, with inflows of 25.9 million yuan and 17.3 million yuan, respectively [3].

Core Viewpoint - The company plans to hold an investor briefing on October 30, 2025, to discuss its third-quarter performance and financial results for 2025, allowing investors to engage in interactive communication and ask questions [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for October 30, 2025, from 16:00 to 17:00 [5]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [5]. - The format of the meeting will be an online interactive session [5]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center website [4][5]. - Questions can be submitted by investors until 16:00 on October 29, 2025, through the website or via the company's email [4][6]. - The company will address commonly asked questions during the briefing [3][4]. Group 3: Key Personnel - Key participants in the briefing will include Chairman Wu Baizhi, Independent Director Zheng Weijun, Chief Accountant and Chief Legal Advisor Cheng Zhongyi, and Board Secretary Ke Yuehua [4].

中石化石油工程技术服务股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 投资者可于 2025 年 10 月 29 日（星期三）16:00 前登录上证路演中心网站首 页点击"提问预征集"栏目或通过公司邮箱 ir.ssc@sinopec.com 进行提问。公 司将在说明会上对投资者普遍关注的问题进行回答。 中石化石油工程技术服务股份有限公司（以下简称"公司"）拟于 2025 年 10 月 29 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了 解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 10 月 30 日（星 期四）16:00-17:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进 行交流。 一、 说明会类型 证券代码：600871 证券简称：石化油服 公告编号：2025-033 （一） 会议召开时间：2025 年 10 月 30 日（星期四）16:00-17:00 （二） 会议召开地点：上 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不會因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 中石化石油工程技術服務股份有限公司 （在中華人民共和國註冊成立之股份有限公司） （股份代號：1033） 沈澤宏 公司秘書 2025年10月15日 於本公告日期，本公司現任董事為吳柏志先生 # 、張建闊先生 # 、章麗莉女士 + 、杜 坤先生 + 、鄭衛軍先生 * 、王鵬程先生 * 、劉江寧女士 * # 執行董事 海外監管公告 此海外監管公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條作 出。 茲載列中石化石油工程技術服務股份有限公司在上海證券交易所網站刊登的以 下資料全文，僅供參考。 承董事會命 + 非執行董事 * 獨立非執行董事 证券代码：600871 证券简称：石化油服 公告编号：2025-033 中石化石油工程技术服务股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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 ...

Core Insights - The oil service engineering sector experienced a slight increase of 0.16% on October 15, with Huibo Po leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Huibo Po (002554) closed at 3.15, up 2.27% with a trading volume of 422,500 shares and a transaction value of 132 million yuan [1] - Qianeng Hengxin (300191) closed at 20.06, up 1.42% with a trading volume of 70,300 shares and a transaction value of 141 million yuan [1] - Other notable stocks include: - Zhimusi (600583) at 5.46, up 0.92% [1] - PetroChina Engineering (600339) at 3.62, unchanged [1] - Beiken Energy (002828) at 10.62, down 0.38% [2] Capital Flow - The oil service engineering sector saw a net outflow of 89.86 million yuan from institutional investors, while retail investors contributed a net inflow of 59.03 million yuan [2] - Notable capital flows include: - Haiyou Development (600968) with a net inflow of 7.68 million yuan from institutional investors [3] - Huibo Po (002554) with a net outflow of 2.64 million yuan from institutional investors [3] - Beiken Energy (002828) with a net outflow of 4.42 million yuan from institutional investors [3]