本公司全资附属公司中石化石油工程建设有限公司负责实施本次签约NWP项目，该项目为EPSCC合 同，工期41个月，涉及5座新生产及回注井场、11座老井场改造升级、44条集输管线约140公里以及配套 的光缆、电缆等。 该合同履行预计对本公司2025年度的资产总额、净资产和净利润等不构成重大影响。由于该合同履行期 较长，该合同实施后将对本公司未来3-4年的营业收入和利润总额产生一定积极影响。该合同履行过程 中如遇到市场、经济等不可预计或不可抗力等因素，有可能影响该合同正常履行，提醒广大投资者注意 投资风险。 中石化油服（600871）(01033)发布公告，近日，中石化石油工程技术服务股份有限公司(本公司)的全资 附属公司中国石化集团国际石油工程有限公司与道达尔能源拉塔维项目公司就伊拉克拉塔维油区二期井 场及井间管线项目(NWP项目)正式签署设计、采购、供应、施工、试运交钥匙固定总价合同(该合同),该 合同金额为3.59亿美元(约人民币25.53亿元)，约占本公司中国会计准则下2024年营业收入的3.15%，将 按里程碑节点和工程进度付款。该合同将于2029年3月31日实现机械完工。 ...

智通财经APP讯，中石化油服(01033)发布公告，近日，中石化石油工程技术服务股份有限公司(本公司) 的全资附属公司中国石化集团国际石油工程有限公司与道达尔能源拉塔维项目公司就伊拉克拉塔维油区 二期井场及井间管线项目(NWP项目)正式签署设计、采购、供应、施工、试运交钥匙固定总价合同(该 合同),该合同金额为3.59亿美元(约人民币25.53亿元)，约占本公司中国会计准则下2024年营业收入的 3.15%，将按里程碑节点和工程进度付款。该合同将于2029年3月31日实现机械完工。 本公司全资附属公司中石化石油工程建设有限公司负责实施本次签约NWP项目，该项目为EPSCC合 同，工期41个月，涉及5座新生产及回注井场、11座老井场改造升级、44条集输管线约140公里以及配套 的光缆、电缆等。 该合同履行预计对本公司2025年度的资产总额、净资产和净利润等不构成重大影响。由于该合同履行期 较长，该合同实施后将对本公司未来3-4年的营业收入和利润总额产生一定积极影响。该合同履行过程 中如遇到市场、经济等不可预计或不可抗力等因素，有可能影响该合同正常履行，提醒广大投资者注意 投资风险。 ...

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，概不會因本通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。 該合同履行預計對本公司2025年度的資產總額、淨資產和淨利潤等不構成重大影 響。由於該合同履行期較長，該合同實施後將對本公司未來3-4年的營業收入和 利潤總額產生一定積極影響。該合同履行過程中如遇到市場、經濟等不可預計或 不可抗力等因素，有可能影響該合同正常履行，提醒廣大投資者注意投資風險。 1 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) 新簽海外合同公告 本公司董事會及全體董事保證本公告內容不存在任何虛假記載、誤導性陳述或 者重大遺漏，並對其內容的真實性、準確性和完整性承擔法律責任。 近日，中石化石油工程技術服務股份有限公司(「本公司」)的全資附屬公司中國 石化集團國際石油工程有限公司與道達爾能源拉塔維項目公司就伊拉克拉塔維 油區二期井場及井間管線項目（「NWP項目」）正式簽署設計、採購、供應、 施工、試運交鑰匙固定總價合同(「該合同」),該 ...

Core Viewpoint - Morgan Stanley reports that certain stocks in China's oil service and oil engineering sector have outperformed the industry average and Brent crude oil price increases over the past six months, driven by record new order volumes, stable backlog, strong delivery capabilities, and positive outlooks for capital expenditures from Chinese oil companies and new orders in overseas markets [1] Group 1: Company Recommendations - Sinopec Engineering (02386) is identified as the top pick in the industry, expected to achieve steady revenue and profit growth due to strong order growth momentum, with a projected dividend yield of 6% to 7%. The target price is raised from HKD 7.1 to HKD 8.4, maintaining an "Overweight" rating [1] - CNOOC Services (02883) is expected to see a 20% year-on-year profit growth in FY2025 due to improved capacity utilization and order terms, with the H-share target price adjusted down from HKD 11 to HKD 10.4, also rated "Overweight" [1] - Sinopec Oilfield Services (600871) (01033) and Offshore Oil Engineering (600583) (600583.SH) maintain "Overweight" ratings, with Sinopec Oilfield Services noted for effective cost control and improved shareholder returns. The target price for Sinopec Oilfield Services H-shares is raised from HKD 0.92 to HKD 1, while Offshore Oil Engineering's target price is increased from RMB 6.4 to RMB 7.1 [1]

Core Viewpoint - The modern energy sector in China is experiencing significant growth, driven by policy support and technological advancements, with a focus on energy storage and renewable energy solutions [4]. Group 1: Market Performance - As of September 19, 2025, the China Securities National New State-Owned Enterprise Modern Energy Index decreased by 0.03%, with mixed performance among constituent stocks [3]. - China Coal Energy led the gains with an increase of 3.90%, while China Rare Earths saw a decline of 1.82% [3]. - The Central State-Owned Enterprise Modern Energy ETF (561790) rose by 0.18%, closing at 1.15 yuan, and has accumulated a 1.06% increase over the past two weeks [3]. Group 2: Industry Developments - The 2025 World Energy Storage Conference opened in Ningde, Fujian, showcasing significant advancements in the energy storage sector, including the release of the "China Long-term Energy Storage Industry Blue Book" and the signing of 18 project cooperation agreements with a total planned investment of 24.58 billion yuan [3]. - The industry is witnessing a robust development of a comprehensive new energy storage system, with expectations of doubling large-scale storage capacity in the next two and a half years due to favorable policies [4]. Group 3: ETF and Index Insights - The Central State-Owned Enterprise Modern Energy ETF has seen a significant growth in scale, increasing by 2.11 million yuan over the past year, ranking in the top third among comparable funds [4]. - The index tracks 50 listed companies involved in modern energy sectors, with the top ten weighted stocks accounting for 48.28% of the index [4].

Core Insights - The core equipment provided by Tianhua Chemical Machinery and Automation Research Design Institute has been successfully operating in Sinopec Yizheng Chemical Fiber's PTA production facility, which is the largest single-unit PTA production facility globally [1][2] - The facility has been running stably for 18 months since its commissioning in April 2024, achieving or exceeding all performance indicators [1] - The production process utilizes advanced "short-flow, green, and intelligent" technology, significantly reducing energy consumption and emissions compared to traditional PTA production methods [1] Equipment and Technology - Tianhua's CTA and PTA rotary pressure filters have shortened the production process significantly, saving 20% in space and reducing investment costs by approximately 15% [1] - The energy consumption of the CTA product recovery unit has decreased by about 75%, enhancing the economic viability of the facility [1] - The collaboration of pressure filtration and pressure distillation technologies has addressed traditional issues of high water consumption and wastewater generation, with desalinated water consumption reduced by 95% and wastewater volume decreased by 70% [1] Energy Efficiency - The overall energy consumption of the facility has been reduced from 100 kg standard oil per ton to 20 kg standard oil per ton, representing an 80% decrease compared to traditional processes [1] - This reflects the advanced manufacturing concept of "low-carbon, efficient, and economical" [1] Industry Impact - Tianhua's core equipment has also been adopted in the 3 million ton PTA facility of Dushan Energy, with further upgrades to the rotary pressure filter technology, making it the largest in the world [2] - This advancement is expected to enhance the level of PTA production technology and equipment in China [2]

Market Overview - On September 17, the oil service engineering sector rose by 0.63% compared to the previous trading day, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance, with Renji Co., Ltd. closing at 7.58, up 4.12%, and Tongyuan Petroleum at 5.93, up 1.72% [1] - Other notable performers included Zhongyou Engineering at 3.57, up 1.13%, and Haiyou Development at 3.93, up 0.77% [1] Trading Volume and Value - Renji Co., Ltd. had a trading volume of 334,400 shares, with a transaction value of 253 million yuan [1] - Tongyuan Petroleum recorded a trading volume of 1,498,200 shares, with a transaction value of 901 million yuan [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 32.45 million yuan from institutional investors, while retail investors saw a net inflow of 49.81 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Renji Co., Ltd. saw a net inflow of 15.37 million yuan from institutional investors, while it experienced a net outflow of 12.80 million yuan from speculative funds [3] - Other stocks like Beiken Energy and Haiyou Engineering also had significant net inflows from retail investors, indicating strong retail interest [3]

以9月15日收盘价计算，中石化油服目前市盈率（TTM）约22.03倍，市净率（TTM）约1.49倍，市销率（TTM）约0.17倍。 市净率(LF)历史分位(%) (100 90 87a87 80 80x24 71x65 74:39 70 68x85 6764 60 56.87 50 40 30 20 10 0 2019-12-37 1 1-12-37 : 2-12-37 J-12-37 制图数据来自恒生聚源数据库 公司经营范围包括施工总承包、专业承包、劳务分包；建设工程项目管理；为陆上和海洋石油和天然气的开采提供服务；工程和技术研究与试验发展；建筑 工程准备；销售机械设备、五金交电、计算机、软件及辅助设备；机械设备租赁；能源矿产地质勘查、固体矿产地质勘查：地质勘查技术服务；石油、天然 气和矿产能源项目的投资：组织具有制造经营项目的企业制造金属结构、金属工具、金属压力容器、通用仪器仪表、专用仪器仪表、化学试剂、化学助剂、 专项化学用品(包括油田化学品)和矿山、冶金、建筑专用设备；组织具有对外承包工程许可的企业承包境外石油工程、天然气工程、化工工程、桥梁工程、 公路工程、房屋建筑工程、水利水电工程、市政公用工程、 ...

Market Overview - The oil service engineering sector experienced a decline of 0.46% on September 16, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Key stocks in the oil service engineering sector showed mixed performance, with Huibo Yin closing at 3.24, up 0.93%, and Beiken Energy closing at 10.56, down 1.68% [1][2] - The trading volume and turnover for notable stocks included: - Huibo Yin: 482,900 shares, turnover of 155 million yuan - Shihua Oil Service: 1,015,700 shares, turnover of 216 million yuan - Potential Energy: 55,400 shares, turnover of 112 million yuan [1][2] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 198 million yuan from institutional investors, while retail investors contributed a net inflow of 153 million yuan [2][3] - Notable capital flows for specific stocks included: - Zhongyou Engineering: Institutional net inflow of 499,300 yuan, retail net inflow of 2,545,200 yuan - Beiken Energy: Institutional net outflow of 17,508,300 yuan, retail net inflow of 24,413,100 yuan [3]

( 股票代號 A 股：600871； H 股：1033) 2025 半年度報告 半年度報告 重要提示 一、本公司董事會、監事會及董事、監事、高級管理人員保證半年度報告內容的真實性、準確性、完整 性，不存在虛假記載、誤導性陳述或重大遺漏，並承擔個別和連帶的法律責任。 二、 2025年半年度報告已經本公司第十一屆董事會第九次會議審議通過。本公司共有6位董事親自出席了 本次董事會會議，董事長吳柏志先生因公請假，委託董事張建闊先生出席會議並行使權利。 三、本公司按照中國企業會計準則及按照國際財務報告會計準則編製的2025年半年度財務報告均未經審 計；但本公司按國際財務報告會計準則編製的2025年半年度財務報告已經香港立信德豪會計師事務所 有限公司審閱。 四、本公司董事長吳柏志先生、總經理張建闊先生、總會計師程中義先生、財務資產部經理張雪平女士聲 明：保證半年度報告中財務報告的真實、準確、完整。 五、根據《公司章程》，董事會決議不派發截至2025年12月31日止年度之半年度現金股利，亦不進行資本 公積金轉增股本。 六、本公司有關未來發展戰略和經營計劃的前瞻性陳述並不構成本公司對投資者的實質承諾，請投資者注 意投資風險。 ...