2月25日消息，天眼查数据显示，中海油能源发展股份有限公司发布工程技术公司定向射孔压裂及支撑 剂分布特征物理模拟实验服务，发布时间为2026年2月25日。 ...

（来源：淘金ETF） 1. 通源石油 300164 公司是国内油气射孔与压裂技术领域的优质企业，主营油气田增产技术服务、钻井、完井、测井等一体 化油服业务，尤其在非常规油气开发环节具备突出技术实力。公司产品与服务覆盖国内主要油气产区， 并深度布局北美市场，与国际大型油企保持长期合作关系，射孔技术指标和作业效率在行业内具备较强 竞争力。随着国际油价持续走高，国内外油企勘探开发与增产投入明显加大，直接带动公司订单量、作 业量和毛利率同步改善。在页岩气、致密油等非常规资源开发提速的背景下，公司凭借成熟的技术方案 和稳定的服务能力，充分受益于行业高景气周期。同时，公司持续推进智能化、数字化作业升级，进一 步提升施工效率与成本控制能力，为业绩持续释放提供支撑，在本轮油服行情中具备较强的业绩弹性和 成长确定性。 2. 潜能恒信 300191 北京 公司专注于油气勘探开发技术服务，主营地震数据处理、解释、油气资源评价以及区块合作开发，是国 内领先的油气勘探技术服务商。公司拥有自主研发的高精度勘探解释系统，在复杂地质条件下的油气资 源识别与储量评估方面优势明显，核心技术壁垒较高。公司采用"技术换权益"的创新合作模式，参与国 ...

每经AI快讯，2月24日，石油天然气板块持续走强，准油股份、惠博普、贝肯能源、通源石油、洲际油 气、石化油服、中曼石油涨停，潜能恒信、科力股份涨超15%，博迈科、中海油服、蓝焰控股、海油发 展、中国海油跟涨。 ...

Group 1 - The core viewpoint of the articles indicates that international oil prices are rising due to escalating tensions between the US and Iran, which outweighs the impact of a significant increase in US crude oil inventories [1] - OPEC's latest monthly report maintains its forecast for global oil supply and demand for the next two years, with a notable decrease in OPEC+ daily production in January, down by 439,000 barrels to 42.448 million barrels, exceeding market expectations [1] - Current international oil prices are characterized by a tendency to rise rather than fall, with various bullish catalysts emerging, leading to a greater potential for price increases compared to declines [1] Group 2 - The Guozheng Oil and Gas Index (399439) has seen an increase of 0.94%, with significant gains in constituent stocks such as CNOOC Engineering (up 9.97%) and Zhongman Petroleum (up 5.90%) [1] - The Penghua Oil ETF (159697) closely tracks the Guozheng Oil and Gas Index, which reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [2] - As of January 30, 2026, the top ten weighted stocks in the Guozheng Oil and Gas Index account for 66.76% of the index, including major companies like China National Petroleum, CNOOC, and Sinopec [2]

机构对海油发展给予综合目标价4.90元，较当前价上涨空间22.50%；预测2025年净利润同比增长 13.84%，营收微增1.31%。分析指出公司受益于能源安全战略和低碳转型，业务稳健，股息率超3%，但 需关注油价波动风险。 股票近期走势 2026年2月11日，受EIA上调原油价格预期影响，油气板块午后拉升，海油发展股价上涨3.76%，报收 4.42元，成交额4.44亿元，当日最高价达4.44元。近5日股价累计上涨4.99%，区间振幅7.60%，表现强于 大盘。2月10日主力资金净流出1010.22万元，但散户资金净流入1527.73万元。 机构观点 经济观察网 2026年1月15日，中国海油（600938）召开2026年工作会议，部署"十五五"规划，强调油气 主业稳增长和新能源融合发展。同日，海油发展（600968）公布惠州地区制冷站改造项目中标候选人， 显示业务活动持续。此外，中国海油加速海上风电布局，海油发展作为集团旗下公司，已参与风电运维 业务，新能源转型步伐加快。 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - Zhongman Petroleum rose over 7% [1] - Continental Oil and Gas and CNOOC Engineering both increased by over 4% [1] - CNOOC Development, China National Petroleum Engineering, and China Oilfield Services also experienced gains [1]

2月10日消息，天眼查数据显示，中海油能源发展股份有限公司发布海油发展-安全环保公司惠州地区新 增制冷站及动力站燃机进气冷却改造常规设备维修服务专有协议中标候选人公示，发布时间为2026年2 月10日。 ...

2月9日消息，天眼查数据显示，中海油能源发展股份有限公司发布海油发展-安全环保节能环保公司 2026-2027年老乳化油处理技术服务采购专有协议中标候选人公示，发布时间为2026年2月9日。 ...

Investment Rating - The oil and gas industry is rated as "Outperform" [5] Core Views - The report indicates that geopolitical tensions have significantly influenced oil prices, with Brent crude averaging $64.7 per barrel in January 2026, up $3.1 from the previous month, and WTI averaging $60.2 per barrel, up $2.4 [1][12] - OPEC+ has decided to continue suspending oil production increases in March 2026, maintaining a cautious approach to supply amid fluctuating geopolitical conditions [1][16] - Demand for crude oil is projected to grow between 930,000 to 1.3 million barrels per day in 2026, with further increases expected in 2027 [2][17] Summary by Sections Oil Price Review - In January 2026, Brent crude futures averaged $64.7 per barrel, while WTI averaged $60.2 per barrel, reflecting significant fluctuations due to geopolitical events [1][12] - The report highlights that U.S. sanctions on Venezuela and potential military actions against Iran have contributed to price volatility [1][12] Supply Side Analysis - OPEC+ has decided to maintain its production cuts, with a collective reduction of 2 million barrels per day extended through the end of 2026 [16][20] - The report anticipates that the Brent crude price will stabilize between $55 and $65 per barrel in 2026, while WTI is expected to range from $52 to $62 per barrel [18][38] Demand Side Analysis - Major energy agencies forecast an increase in crude oil demand, with OPEC estimating a rise to 106.52 million barrels per day in 2026, up from 105.10 million barrels per day in 2025 [2][17] - The demand growth rate is expected to accelerate in 2027, with projections of 107.86 million barrels per day from OPEC [2][17] Key Company Earnings Forecast and Investment Ratings - Key companies such as China National Offshore Oil Corporation (CNOOC), PetroChina, and Satellite Chemical are rated as "Outperform" with respective earnings per share (EPS) forecasts for 2024 and 2025 [4] - CNOOC is projected to have an EPS of 2.90 in 2024 and 2.66 in 2025, while PetroChina is expected to have an EPS of 0.90 in 2024 and 0.91 in 2025 [4]

Investment Rating - The oil and gas industry is rated as "Outperform" [1][5][4] Core Viewpoints - The report highlights significant fluctuations in oil prices due to geopolitical tensions, with Brent crude averaging $64.7 per barrel in January 2026, up $3.1 from the previous month, and WTI averaging $60.2 per barrel, up $2.4 [1][12] - OPEC+ has decided to continue suspending oil production increases into March 2026, maintaining a cautious approach amid seasonal factors and geopolitical uncertainties [1][16][20] - Demand for crude oil is projected to grow between 930,000 to 1.3 million barrels per day in 2026, with further increases expected in 2027 [2][17] Summary by Sections Oil Price Review - In January 2026, Brent crude futures averaged $64.7 per barrel, while WTI averaged $60.2 per barrel, reflecting a month-on-month increase [1][12] - Geopolitical events, including U.S. sanctions on Venezuela and tensions with Iran, have contributed to price volatility [1][12] Supply Side Analysis - OPEC+ has decided to maintain its production cuts, with a collective reduction of 2 million barrels per day extended through the end of 2026 [1][20] - The report anticipates that the average Brent price will stabilize between $55 and $65 per barrel in 2026, while WTI is expected to range from $52 to $62 per barrel [3][38] Demand Side Analysis - Major energy agencies forecast an increase in global crude oil demand, with OPEC, IEA, and EIA estimating demand for 2026 at approximately 106.52 million, 104.83 million, and 105.10 million barrels per day, respectively [2][17] - The demand growth for 2027 is expected to be higher, with OPEC and EIA predicting increases of 134,000 and 126,000 barrels per day [2][17] Company Profit Forecasts and Investment Ratings - Key companies such as CNOOC, PetroChina, Satellite Chemical, and CNOOC Development are rated as "Outperform" with respective earnings per share (EPS) forecasts for 2024 and 2025 [4][5] - CNOOC is projected to have an EPS of 2.90 in 2024 and 2.66 in 2025, while PetroChina is expected to have an EPS of 0.90 in 2024 and 0.91 in 2025 [4][5]