Core Insights - The oil service engineering sector experienced a rise of 1.98% on November 3, with Huibo Energy leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Huibo Energy (002554) closed at 3.69, with a significant increase of 10.15% and a trading volume of 885,600 shares, amounting to 314 million yuan [1] - Tongyuan Petroleum (300164) saw a rise of 3.94%, closing at 6.07 with a trading volume of 1,109,500 shares [1] - Beiken Energy (002828) increased by 3.82%, closing at 11.70 with a trading volume of 255,600 shares [1] - Other notable performers include Zhongman Petroleum (619809) up 3.44%, Haiding Tian Station (600583) up 3.12%, and PetroChina Engineering (600339) up 1.69% [1] Capital Flow - The oil service engineering sector saw a net inflow of 286 million yuan from institutional investors, while retail investors experienced a net outflow of 136 million yuan [2][3] - Huibo Energy attracted a net inflow of 79.89 million yuan from institutional investors, while retail investors withdrew 44.58 million yuan [3] - Tongyuan Petroleum had a net inflow of 57.54 million yuan from institutional investors, with retail investors withdrawing 36.61 million yuan [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10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11月3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 ...

Core Viewpoint - The company, PetroChina Oilfield Services, is a leading integrated oilfield service provider in China, with significant revenue and contract growth, but faces challenges in profitability and debt levels [1][6]. Group 1: Business Performance - In Q3 2025, the company achieved a revenue of 55.163 billion yuan, ranking first among eight industry peers, significantly above the industry average of 16.033 billion yuan [2]. - The net profit for the same period was 669 million yuan, placing the company third in the industry, with the top competitor, CNOOC Services, reporting a net profit of 3.391 billion yuan [2]. - The company reported a total revenue of 55.2 billion yuan for the first three quarters of 2025, showing a year-on-year increase of 0.5% [6]. Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 87.80%, slightly down from 88.08% year-on-year, but still above the industry average of 60.32% [3]. - The gross profit margin was 8.42%, an increase from 7.92% year-on-year, yet lower than the industry average of 17.03% [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of A-share shareholders increased by 20.19% to 129,400, while the average number of circulating A-shares held per shareholder decreased by 16.94% [5]. - By September 30, 2025, Hong Kong Central Clearing Limited became the fifth-largest circulating shareholder, increasing its holdings by 43.2551 million shares [5]. Group 4: Management Compensation - The chairman, Wu Baizhi, received a salary of 518,700 yuan for 2024, while the general manager, Zhang Jiankuo, earned 1.0114 million yuan [4]. Group 5: Market Outlook - The company signed new contracts totaling 82.2 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 9.5%, with overseas contracts increasing by 62% [6]. - The company is expected to achieve net profits of 909 million yuan, 1.099 billion yuan, and 1.315 billion yuan for the years 2025, 2026, and 2027, respectively [6].

Market Overview - The oil service engineering sector experienced a decline of 0.68% on October 31, with Renji Co. leading the drop [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Notable gainers in the oil service sector included: - Zhongman Petroleum (Code: 619809) with a closing price of 20.95, up 5.81% and a trading volume of 318,700 shares, totaling 665 million yuan [1] - Tongyuan Petroleum (Code: 300164) closed at 5.84, up 1.39% with a trading volume of 505,700 shares [1] - Conversely, Renji Co. (Code: 002629) saw a significant decline of 8.31%, closing at 8.61 with a trading volume of 891,800 shares, amounting to 832 million yuan [2] Capital Flow - The oil service sector saw a net outflow of 58.86 million yuan from institutional investors, while retail investors contributed a net inflow of 78.59 million yuan [2] - The capital flow for specific stocks indicated: - Zhongman Petroleum had a net inflow of 24.96 million yuan from institutional investors, while retail investors contributed a net inflow of 18.49 million yuan [3] - Renji Co. experienced a net outflow of 77.29 million yuan from institutional investors [3]

（股票代碼：1033） 2025年第一次臨時股東會通知 茲通告中石化石油工程技術服務股份有限公司（「本公司」或「公司」）謹定於12月 18日（星期四）上午9時30分於中華人民共和國（「中國」）北京市朝陽區朝外大街乙12號 北京昆泰嘉華酒店三層7號會議室以現場會議方式召開2025年第一次臨時股東會（「臨 時股東會」），臨時股東會的召集人為本公司董事會（「董事會」），擬審議通過如下議 案： 特別決議案： 1、 審議及批准關於修訂《公司章程》及其附件暨取消監事會的議案。 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通知的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不會因本通知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） 北京，2025年10月31日 – 1 – 普通決議案： 2、 審議及批准關於公司使用公積金彌補虧損的議案。 3、 審議及批准關於選舉王敏生先生為公司第十一屆董事會非執行董事的議案。 上述議案的詳細內容載於本公司發出的致H股股東的股東通函內。除另有指明 外，通函中界 ...

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） （股票代碼：1033） 1、修訂《公司章程》及其附件暨取消監事會 此乃要件 請即處理 閣下如對本通函任何方面或應採取的行動如有疑問，應諮詢 閣下的持牌證券交易商或註冊證券交易商、 銀行經理、律師、專業會計師或其它專業顧問。 閣下如已售出或轉讓名下中石化石油工程技術服務股份有限公司的全部股份，應立即將本通函交予買主或 經手買賣的銀行、持牌證券交易商或註冊機構或其他代理商，以便轉交買主或承讓人。 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通函之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本通函全部或任何內容而產生或因倚賴有關內容而引致的任何損失 承擔任何責任。 2、本公司使用公積金彌補虧損 3、建議選舉非執行董事 及 2025年第一次臨時股東會通知 本公司謹定於12月18日（星期四）上午9時30分在中國北京市朝陽區朝外大街乙12號北京昆泰嘉華酒店三 層7號會議室舉行臨時股東會。有關臨時股東會的通知、委任代表表格及回執已隨本通函附上。 無論 閣下能否親身出席臨時股東會，最遲須在臨時股東會或其任何續會召 ...

中石化石油工程技術服務股份有限公司 為本人╱我們之股東代理人，出席於2025年12月18日（星期四）上午9時30分於中華人民共和國北京市朝陽區朝外大街乙12號北京 昆泰嘉華酒店三層7號會議室舉行之2025年第一次臨時股東會（「臨時股東會」）及其一切續會，並按下列指示以本人╱我們之名義 代表本人╱我們就該等決議案投票，如無作出指示，則由本人╱我們之股東代理人自行酌情投票。 | | | 贊成 | （註四） | 反對 | （註四） | | --- | --- | --- | --- | --- | --- | | | 特別決議案 | | | | | | 1、 | 審議及批准關於修訂《公司章程》及其附件暨取消監事會的議案。 | | | | | | | 普通決議案 | | | | | | 2、 | 審議及批准關於公司使用公積金彌補虧損的議案。 | | | | | | 3、 | 審議及批准關於選舉王敏生先生為公司第十一屆董事會非執行董事的議案。 | | | | | 簽署 （註五） ： （在中華人民共和國註冊成立之股份有限公司） （股票代碼：1033） 2025年第一次臨時股東會適用之委任代表表格 本委任表格代表的 股份數 ...

中石化石油工程技術服務股份有限公司 本人╱我們 （註一） 地址為 為 貴公司股本中每股面值人民幣1.00元之H股 股 （註二） 之註冊持有人， 茲通告 貴公司本人╱我們擬親自或委託代理人出席 貴公司於2025年12月18日（星 期四）上午9時30分於中華人民共和國北京市朝陽區朝外大街乙12號北京昆泰嘉華酒店 三層7號會議室舉行之2025年第一次臨時股東會。 簽署： 日期：2025年 月 日 附註： 一、 請以正楷填上登記在股東名冊之股東全名及地址。 二、 請將以 閣下名義登記之股份數目填上。 三、 請將此回執在填妥及簽署後於2025年11月27日（星期四）或以前送達本公司。本公司辦公地址為 中華人民共和國北京市朝陽區吉市口路9號。此回執可親身交回本公司，亦可以郵遞或傳真方式交 回。傳真號碼為86-10-59965997，郵政編碼為100728。 （在中華人民共和國註冊成立之股份有限公司） （股票代碼：1033） 2025年第一次臨時股東會回執 致：中石化石油工程技術服務股份有限公司（「貴公司」） ...

证券代码：600871 证券简称：石化油服 公告编号：2025-039 中石化石油工程技术服务股份有限公司 关于召开2025年第一次临时股东会的通知 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、 召开会议的基本情况 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 12 月 18 日 9 点 30 分 召开地点：北京市朝阳区朝外大街乙 12 号北京昆泰嘉华酒店三层 7 号会议 1 股东会召开日期：2025年12月18日 本次股东会采用的网络投票系统：上海证券交易所股东大会网络投票系 统 至2025 年 12 月 18 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的 ...

Core Viewpoint - The chemical industry is entering a downward cycle due to high costs and weak supply-demand dynamics, despite maintaining high capital expenditure and supply growth since the peak in 2021. However, there are "long-termist" companies capable of navigating through the cycle, providing substantial returns to investors through growth and dividends [1][2]. Group 1: Industry Overview - The chemical industry has experienced high capital expenditure and significant supply growth since the peak in 2021, but demand recovery remains relatively weak, leading to a high-cost and weak supply-demand environment [1]. - Long-termist companies in the chemical sector are characterized by strong shareholder backgrounds, excellent management capabilities, reasonable industry chain layouts, continuous R&D investment, and a strong sense of social responsibility, enabling them to achieve stable growth and sustainable development [2]. Group 2: Oil and Gas Sector - The "three major oil companies" (China National Petroleum, Sinopec, and CNOOC) are expected to maintain high capital expenditure and enhance natural gas market development, aiming for long-term growth despite oil price fluctuations [3]. - The domestic oil service companies are benefiting from high upstream capital expenditure, with improved operational quality and international competitiveness, particularly in the context of the Belt and Road Initiative [3]. Group 3: Refining and Chemical Fiber Industry - The refining and chemical fiber industry is anticipated to recover, with the refining expansion nearing completion and supply-demand dynamics expected to improve, leading to high-quality development in the sector [4]. - The polyester sector is seeing limited new capacity, with structural optimization accelerating, which is expected to enhance the market share and competitiveness of leading companies [4]. Group 4: Coal Chemical Industry - The coal chemical industry is projected to improve profitability due to a gradual easing of coal supply and demand, alongside a decline in coal prices. The transition towards modern coal chemical processes is seen as essential for traditional coal enterprises [5]. - The average prices for various coal types have decreased, with main coking coal, thermal coal, and anthracite prices showing declines of -10.5%, -2.0%, and -16.0% respectively compared to the beginning of the year [5]. Group 5: Investment Recommendations - The report suggests focusing on leading companies in the upstream oil and gas sector and oil service companies, including China National Petroleum (601857.SH), Sinopec (600028.SH), CNOOC (600938.SH), and others [6]. - For the refining and chemical fiber sector, companies like Hengli Petrochemical (600346.SH) and Rongsheng Petrochemical (002493.SZ) are recommended due to their potential benefits from industry optimization and upgrades [7]. - In the coal chemical sector, companies such as Hualu Hengsheng (600426.SH) and Baofeng Energy (600989.SH) are highlighted for their expected improvement in profitability [7]. - The report also suggests monitoring cyclical leading companies like Wanhua Chemical (600309.SH) and Satellite Chemical (002648.SZ) as demand recovers and supply-demand dynamics improve [7].