Market Overview - On September 4, the oil service engineering sector declined by 1.05%, with Renji Co. leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance, with potential gains for some and losses for others: - Qianeng Hengxin (300191) closed at 20.33, up 1.40% with a trading volume of 65,300 shares [1] - Beiken Energy (002828) closed at 10.33, up 1.18% with a trading volume of 140,500 shares [1] - Other notable declines included: - Renji Co. (002629) down 8.33% [1] - Shihua Oil Service (600871) down 6.70% [2] Capital Flow - The oil service engineering sector experienced a net outflow of 123 million yuan from main funds, while retail investors saw a net inflow of 85.91 million yuan [2] - Specific stock capital flows indicated: - Haiyou Engineering (600583) had a main fund net inflow of 28.32 million yuan [2] - Renji Co. (002629) faced a significant main fund net outflow of 9.67 million yuan [2] - The overall sentiment reflected a cautious approach from institutional investors while retail investors showed some interest [2]

Market Overview - On September 1, the oil service engineering sector rose by 1.04%, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Renji Co., Ltd. (002629) closed at 7.54, with a gain of 10.07% and a trading volume of 324,900 shares, amounting to a transaction value of 239 million [1] - Other notable performers included: - Zhun Oil Co., Ltd. (002207) at 7.71, up 4.76% [1] - Beiken Energy (002828) at 10.50, up 2.94% [1] - Tongyuan Petroleum (300164) at 5.31, up 2.31% [1] - CNOOC Development (600968) at 4.07, up 2.01% [1] Capital Flow - The oil service engineering sector experienced a net outflow of 37.07 million from institutional investors, while retail investors saw a net inflow of 1.85 million [2] - The capital flow for key stocks included: - Renji Co., Ltd. had a net inflow of 60.61 million from institutional investors, but a net outflow of 30.87 million from retail investors [3] - Zhun Oil Co., Ltd. had a net inflow of 21.75 million from institutional investors, with a net outflow of 10.83 million from retail investors [3] - CNOOC Development had a net inflow of 13.31 million from institutional investors, but a net outflow of 21.32 million from retail investors [3]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中石化石油工程技術服務股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600871 | 說明 | 於上海證券交易所 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,569,378,551 RMB | | | 1 RMB | | 13,569,378,551 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 13,569,378,551 RMB | | | 1 RMB | | 13,569,378,551 | | 2. 股份分類 ...

Market Overview - On August 29, the oil service engineering sector declined by 1.11%, with Haiyou Development leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - Among the oil service engineering stocks, Zhongman Petroleum (603619) rose by 1.98% to a closing price of 19.57, with a trading volume of 174,400 shares and a transaction value of 340 million yuan [1] - Haiyou Development (600968) fell by 2.44% to a closing price of 66, with a trading volume of 927,500 shares and a transaction value of 374 million yuan [2] - Other notable performers include Renji Co. (002629) with a 1.48% increase and a closing price of 6.85, and Qianeng Hengxin (300191) with a 1.28% increase and a closing price of 20.56 [1][2] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 165 million yuan from institutional investors, while retail investors saw a net inflow of 80.99 million yuan [2] - The capital flow for individual stocks indicates that Zhongman Petroleum had a net inflow of 56.2 million yuan from institutional investors, while Haiyou Development had a net outflow of 9.35 million yuan [3]

Market Performance - The oil service engineering sector increased by 0.86% on August 25, with Zhongman Petroleum leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Zhongman Petroleum (60361a) closed at 20.79, up 2.26% with a trading volume of 181,200 shares and a transaction value of 372 million [1] - Tongyuan Petroleum (300164) closed at 5.47, up 2.24% with a trading volume of 998,000 shares and a transaction value of 544 million [1] - Other notable stocks include Yingsi Thought (601808) at 14.62 (+1.39%), Huibo Yin (002554) at 3.01 (+1.01%), and PetroChina Engineering (600339) at 3.63 (+0.83%) [1] Capital Flow - The oil service engineering sector experienced a net outflow of 139 million from institutional investors, while retail investors saw a net inflow of 152 million [2][3] - The detailed capital flow indicates that major stocks like Haiyou Development (600968) had a net inflow of 54.61 million from institutional investors, while Zhongman Petroleum (60361a) had a net inflow of 9.93 million [3]

Group 1 - The establishment of Zhongyou Technology Service (Beijing) Innovation Center Co., Ltd. was officially registered on August 22, with a registered capital of 42 million RMB [1] - The legal representative of the newly established company is Liu Yue [1] - The company is wholly owned by China National Petroleum Corporation Oilfield Technology Service Co., Ltd. [1] Group 2 - The business scope of the new company includes petroleum and natural gas technology services, network and information security software development, data processing services, and engineering and technology research and experimental development [1]

Core Insights - The company reported a revenue of 37.05 billion RMB for the first half of 2025, a year-on-year increase of 0.6% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, reached 424 million RMB, marking a significant year-on-year growth of 68.8% [1] - The net cash flow from operating activities was 2.15 billion RMB, a substantial improvement from a negative 190 million RMB in the same period last year [1] Financial Performance - The company achieved a record high in new contracts signed, totaling 63.67 billion RMB, which is a 3.2% increase year-on-year [2] - The cash flow from operating activities reached 2.151 billion RMB, the highest level in a decade [2] - The gross margin improved from 8.03% to 8.44%, with all five major segments showing slight increases in gross margin [2] Project and Contract Updates - The company’s engineering construction segment saw the most significant revenue growth, with a year-on-year increase of 19.3% [2] - The company won a major pipeline project worth 3.6 billion RMB in July [2] - The company announced plans to use 1.82 billion RMB from surplus reserves to offset losses, bringing retained earnings to zero, which will enhance investor returns and support future dividends [1][2] Future Outlook - The company has shown consistent net profit growth for three consecutive years, with new contract values and cash flow reaching multi-year highs [3] - The projected earnings per share (EPS) for 2025-2027 are estimated at 0.05, 0.05, and 0.06 RMB respectively, indicating a positive outlook for the company [3]

Core Points - The stock price of PetroChina Oilfield Services (600871) increased by 1.97% to 2.07 CNY as of August 22, 2025, with a market capitalization of 39.241 billion CNY [1] - The number of shareholders decreased by 9,954 to 119,400, a reduction of 7.7%, while the average shareholding increased to 113,500 shares [2][5] - The company reported a main revenue of 37.051 billion CNY for the first half of 2025, a year-on-year increase of 0.62%, and a net profit attributable to shareholders of 4.92 billion CNY, up 8.95% [3] - The company decided not to distribute interim dividends for the first half of 2025 and will not increase capital from the capital reserve [4][5] Shareholder Changes - The number of shareholders decreased by 9,954, representing a reduction of 7.7% [2][5] - The average number of shares held per shareholder increased from 104,700 to 113,500 shares, with an average holding value of 226,900 CNY [2] Performance Disclosure - For the first half of 2025, the company reported a main revenue of 37.051 billion CNY, a year-on-year increase of 0.62% [3] - The net profit attributable to shareholders was 4.92 billion CNY, an increase of 8.95% year-on-year, while the non-recurring net profit rose by 68.76% to 4.24 billion CNY [3] - The second quarter of 2025 saw a main revenue of 19.2 billion CNY, a 4.99% increase year-on-year, with a net profit of 2.74 billion CNY, a slight decrease of 0.16% [3] Company Announcements - The board of directors resolved not to distribute interim dividends for the first half of 2025 and not to increase capital from the capital reserve [4][5] - The company plans to use 200.383 million CNY from surplus reserves and 1.620396 billion CNY from capital reserves to cover cumulative losses [4]

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) and Sinopec Yizheng Chemical Fiber Co., Ltd. have obtained a patent for a system and method for the efficient utilization of refined light components of anhydride, with the patent number CN115611722B, applied for on July 2021 [1] Group 1: Company Overview - China Petroleum & Chemical Corporation was established in 2000 and is based in Beijing, primarily engaged in oil and gas extraction [1] - The registered capital of China Petroleum & Chemical Corporation is approximately 12,173.97 million RMB [1] - The company has invested in 263 enterprises and participated in 5,000 bidding projects, holding 45 trademark records and 5,000 patent records, along with 40 administrative licenses [1] Group 2: Sinopec Yizheng Chemical Fiber Co., Ltd. - Sinopec Yizheng Chemical Fiber Co., Ltd. was established in 2014 and is located in Yangzhou, primarily engaged in chemical fiber manufacturing [1] - The registered capital of Sinopec Yizheng Chemical Fiber Co., Ltd. is 4,000 million RMB [1] - The company has invested in 7 enterprises and participated in 5,000 bidding projects, holding 93 trademark records and 383 patent records, along with 143 administrative licenses [1]

Group 1 - The combustible ice concept rose by 3.12%, ranking first among concept sectors, with 12 stocks increasing, including ShenKong Co., which hit the daily limit, and others like QianNeng HengXin, XinJin Power, and China Oilfield Services showing gains of 6.41%, 5.90%, and 2.77% respectively [1] - The main capital inflow into the combustible ice sector was 364 million yuan, with 8 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 10 million yuan, led by ShenKong Co. with a net inflow of 239 million yuan [1] - The top three stocks by net inflow were ShenKong Co., China Petroleum & Chemical Corporation, and China Oilfield Services, with net inflows of 239 million yuan, 111 million yuan, and 32 million yuan respectively [1] Group 2 - In terms of capital inflow ratios, ShenKong Co., China Oilfield Services, and China Petroleum & Chemical Corporation had the highest net inflow rates at 26.96%, 8.97%, and 6.54% respectively [2] - The capital inflow leaderboard for the combustible ice concept showed ShenKong Co. with a daily increase of 10.00% and a turnover rate of 24.14%, followed by China Petroleum & Chemical Corporation with a 2.45% increase and a turnover rate of 0.31% [2] - Other notable stocks included QianNeng HengXin with a 6.41% increase and a turnover rate of 10.84%, and XinJin Power with a 5.90% increase and a turnover rate of 23.00% [3]