| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600871 石化油服 | | -6612.58万 | 7.69% | -1677.48万 | -1.95% | -4935.10万 | -5.74% | | 300164 通源石油 | | 5197.57万 | 4.23% | -986.97万 | -0.80% | -4210.60万 | -3.43% | | 920088 科力股份 | | 3021.38万 | 11.38% | 138.84万 | 4 0.52% | -71.55万 | -0.27% | | 600583 海油工程 | | 2616.50万 | 4.24% | -2431.18万 | -3.94% | -185.32万 | -0.30% | | 601808 中海油服 | | 2123.86万 | 6.63% | -1863.53万 | -5.81% | -260.32万 | -0.81% | | ...

证券日报网讯1月8日，海油发展（600968）在互动平台回答投资者提问时表示，目前海外业务主要涉及 伊拉克、卡塔尔、乌干达、坦桑尼亚、加拿大、印尼、文莱等国家。 ...

油气股短线拉升，惠博普涨停，海油工程、海油发展、中海油服、中油工程、贝肯能源等纷纷走高。 ...

证券之星消息，1月6日油服工程板块较上一交易日上涨2.09%，仁智股份领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002629 | 仁智股份 | 7.22 | 4.79% | 20.92万 | | 1.50亿 | | 300164 | 通源石油 | 6.10 | 3.92% | 166.02万 | | 10.20亿 | | 002828 | 贝肯能源 | 11.07 | 3.26% | 28.74万 | | 3.17亿 | | 300191 | 潜能恒信 | 19.53 | 2.68% | 11.78万 | | 2.27亿 | | 600968 | 海油发展 | 3.91 | 2.36% | 76.30万 | | 2.97亿 | | 600871 | 石化油服 | 2.24 | 2.28% | 243.55万 | | 5.42亿 | | 6018 ...

2025年9月七部委联合发布《石化化工行业稳增长工作方案(2025-2026年)》，我国炼油行业产能整体过 剩，老旧装置产能庞大，老旧装置以主营炼厂居多，《方案》指出石化领域严格执行新建炼油项目产能 减量置换要求，严控新增炼油产能，科学调控乙烯、对二甲苯新增产能投放节奏，叠加"反内卷"政策信 号明确的推动，预计炼油炼化行业供给侧将得到有力优化。此外，全球外部环境急剧变化，同时俄乌、 美伊以及美国"对等关税"政策均存在较大不确定性，但考虑到OPEC+较高的财政平衡油价成本，以及 美国页岩油较高的新井成本，预计2026年布伦特油价中枢在55-65美元/桶，2026年WTI油价中枢在52-62 美元/桶。相关标的： 重点推荐【中国海油（600938）】、【中国石油（601857）】、【卫星化学（002648）】、【海油发展 （600968）】 风险提示： 2025年12月布伦特原油期货均价为61.6美元/桶，环比下跌2.0美元/桶，月末收于60.9美元/桶；WTI原油 期货均价57.9美元/桶，环比下跌1.6美元/桶，月末收于57.4美元/桶。12月上旬，俄罗斯友谊输油管道遭 袭击，俄乌和平计划陷入僵局，加之美联储 ...

12月油价回顾： 来源：中国能源网 国信证券近日发布油气行业2025年12月月报：2025年12月布伦特原油期货均价为61.6美元/桶，环比下 跌2.0美元/桶，月末收于60.9美元/桶；WTI原油期货均价57.9美元/桶，环比下跌1.6美元/桶，月末收于 57.4美元/桶。OPEC+在2025年4月-9月将220万桶/日自愿减产完全退出，并在2025年9月7日OPEC+部长 级会议决定在12个月内提前解除2023年4月达成的166万桶/日自愿减产协议，2025年10月-12月分别增产 13.7万桶/日，但11月30日的OPEC+会议中，由于季节性原因，OPEC+决定暂停2026年第一季度的增产 计划。 以下为研究报告摘要： 核心观点 重点推荐【中国海油】、【中国石油】、【卫星化学】、【海油发展】 风险提示： 原材料价格波动；产品价格波动；下游需求不及预期等。(国信证券杨林,薛聪,董丙旭) 2025年12月布伦特原油期货均价为61.6美元/桶，环比下跌2.0美元/桶，月末收于60.9美元/桶；WTI原油 期货均价57.9美元/桶，环比下跌1.6美元/桶，月末收于57.4美元/桶。12月上旬，俄罗斯友谊输油管道 ...

证券研究报告 | 2026年01月05日 油气行业 2025 年 12 月月报 优于大市 受俄乌、委内瑞拉地缘政治博弈影响，12 月油价震荡下跌 12 月油价回顾： 2025 年 12 月布伦特原油期货均价为 61.6 美元/桶，环比下跌 2.0 美元/ 桶，月末收于 60.9 美元/桶；WTI 原油期货均价 57.9 美元/桶，环比下 跌 1.6 美元/桶，月末收于 57.4 美元/桶。12 月上旬，俄罗斯友谊输油 管道遭袭击，俄乌和平计划陷入僵局，加之美联储降息预期上升，油价 震荡上行；12 月中旬，IEA 称明年供应过剩规模较大，多方进行会谈推 进俄乌和平协议，市场担忧供应过剩加剧，油价下跌并触及年内低点； 12 月下旬，美国对委内瑞拉封锁，欧盟对俄影子舰队实施新制裁，引发 市场供应担忧，叠加美国经济数据强劲，油价连续上涨，12 月末美乌计 划再次举行会晤，俄乌和平协议或加剧供应过剩担忧，油价震荡下跌。 油价观点判断： 供给端 OPEC+宣布 2026 年第一季度暂停增产：OPEC+在 2025 年 4 月-9 月将 220 万桶/日自愿减产完全退出，并在 2025 年 9 月 7 日 OPEC+部长 ...

Core Viewpoint - The oil service engineering sector experienced a decline of 0.43% on December 31, with Junyou Co., Ltd. leading the losses. The Shanghai Composite Index rose by 0.09%, while the Shenzhen Component Index fell by 0.58 [1]. Group 1: Market Performance - The closing price of Junyou Co., Ltd. was 7.40, reflecting a decrease of 3.77% with a trading volume of 171,200 shares and a transaction value of 12.7 million [2]. - The oil service engineering sector saw a net outflow of 83 million yuan from main funds, while retail investors contributed a net inflow of 63.74 million yuan [2]. Group 2: Individual Stock Performance - Qianeng Hengxin closed at 18.48, with an increase of 1.48% and a trading volume of 38,900 shares, resulting in a transaction value of 71.43 million [1]. - The stock of Zhongman Petroleum closed at 23.05, down by 1.91%, with a trading volume of 84,600 shares and a transaction value of 195 million [2]. - The stock of Huibo Yin closed at 3.19, down by 1.54%, with a trading volume of 247,500 shares and a transaction value of 7.88 million [2]. Group 3: Fund Flow Analysis - The main funds showed a net outflow of 751,820 yuan from Junyou Co., Ltd., while retail investors had a net inflow of 1,015,780 yuan [3]. - The main funds experienced a net outflow of 812,200 yuan from Keli Co., Ltd., with retail investors showing a net outflow of 167,080 yuan [3]. - The stock of Zhongyou Engineering had a net outflow of 95,510 yuan from main funds, while retail investors had a net inflow of 4,810 yuan [3].

Core Insights - Algal biofuels, derived from microalgae, represent a third-generation renewable fuel with significant advantages, including non-food production on marginal land and wastewater, thus avoiding competition with traditional agriculture and offering substantial carbon reduction potential [1][3][6] - The global market for algal biofuels is growing, driven by the need for low-carbon alternatives in hard-to-decarbonize sectors like aviation, with China integrating algal biofuels into its green development strategy through comprehensive policies and technological advancements [1][8] Industry Overview - Algal biofuels are produced from microalgae and macroalgae using various technologies such as oil extraction, fermentation, and gasification, focusing on renewable energy and carbon cycling [2][6] - The industry is characterized by four key features: high non-food yield, low carbon footprint, diverse raw materials, and compatibility with existing fuel systems [3][4] Development Background - The Chinese algal biofuel industry began in the late 1990s, gaining momentum after 2005 with government support, leading to the establishment of a preliminary industrial chain by 2010 [6][7] - Recent policies have emphasized the importance of algal biofuels in achieving energy transition and food security, with multiple strategic documents supporting technological research, market promotion, and industry standards [6][7] Current Industry Status - The global biofuel market is projected to reach $141 billion by 2025 and $257.6 billion by 2034, with a compound annual growth rate (CAGR) of 6.9% from 2025 to 2034, highlighting the increasing demand for advanced biofuels like algal biofuels [8] - In China, the algal biofuel sector is transitioning from demonstration to commercialization, with significant technological breakthroughs in genetic editing, AI cultivation, and magnetic flocculation [8][9] Industry Chain - The algal biofuel industry chain in China includes upstream biomass production, midstream processing, and downstream application, with a focus on producing biofuels and high-value co-products [9][10] - The market is currently dominated by biodiesel, which is compatible with existing infrastructure and has clear policy support, with projections indicating a market size of 1.17 billion yuan by 2025 [10] Future Trends - The industry is expected to evolve through technological breakthroughs, industrial upgrades, and market expansion, focusing on cost reduction and efficiency improvements across the entire value chain [11][12] - The integration of policies and market demand will drive applications into high-end sectors such as aviation and heavy transportation, enhancing international competitiveness through participation in global standards [12][13]

从资金流向上来看，当日油服工程板块主力资金净流出4322.94万元，游资资金净流出2041.75万元，散户 资金净流入6364.69万元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002207 准油股份 | | 1343.39万 | 7.37% | -397.21万 | -2.18% | -946.17万 | -5.19% | | 600968 海油发展 | | 1139.51万 | 5.88% | -1909.52万 | -9.85% | 770.01万 | 3.97% | | 300164 通源石油 | | 1098.39万 | 2.68% | -1564.10万 | -3.82% | - 465.70万 | 1.14% | | 603619 中曼石油 | | 953.24万 | 3.63% | 722.92万 | 2.75% | -1676.16万 | -6.38% | ...