证券之星消息，9月17日油服工程板块较上一交易日上涨0.63%，仁智股份领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。油服工程板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002629 | 仁智股份 | 1537.18万 | 6.07% | -1279.58万 | -5.06% | -257.60万 | -1.02% | | 002828 贝肯能源 | | 1161.82万 | 5.99% | -593.70万 | -3.06% | -568.12万 | -2.93% | | 600583 海油工程 | | 1108.61万 | 5.23% | -693.69万 | -3.27% | -414.92万 | -1.96% | | 600339 | 中油工程 | 190.05万 | 1.26% | -529.32万 | -3.50% | ...

证券之星消息，9月16日油服工程板块较上一交易日下跌0.46%，通源石油领跌。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。油服工程板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600339 | 中油工程 | ■ 49.93万 | 0.38% | -304.45万 | -2.32% | 254.52万 | 1.94% | | 603727 | 博迈科 | -180.65万 | -8.99% | -90.73万 | -4.52% | 271.38万 | 13.51% | | 002629 仁智股份 | | -496.02万 | -5.15% | 521.15万 | 5.41% | -25.13万 | -0.26% | | 300191 | 潜能恒信 | -919.80万 | -8.24% | 543.20万 | 4.86% | 376.61万 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 25年全球上游资本开支小幅下行，钻井日费维持高位 Raytad Energy预测2025年全球上游勘探开发支出预计在6000亿美元左右，同比-4%，其中深水领域投资同 比-6%。截至2025年7月，全球自升式平台平均日费为10.97万美元/天，同比增长5.9%，位于2022年以来同期最 高水平；全球半潜式平台平均日费为27.96万美元/天，同比增长11.5%，位于2022年以来同期最高水平。当前 自升式、半潜式钻井平台日费仍维持高位，由于钻井日费变化滞后于油价变动，且当前全球勘探开发活动仍保 持活跃，日费景气有望维持。 油服企业业绩逆势上行，经营质量持续改善 2025H1，油服行业一方面受益于国内"增储上产"持续推进，一方面海外业务逐渐 ...

2025 年 9 月 14 日 行业研究 油气实现重大找矿突破，油服行业有望维持景气 ——石油化工行业周报第 420 期（20250908—20250914） 要点 油气行业实现重大找矿突破，油服有望受益于国内增储上产行动持续深化。 9 月 10 日，自然资源部宣布，我国能源矿产特别是石油、天然气和铀矿实现重 大找矿突破。"十四五"期间，新发现 10 个大型油田、19 个大型气田，新增 油气储量的大幅增长，支撑保障了我国石油稳产 2 亿吨，天然气产量超过 2400 亿方。下一步，自然资源部将持续推进新一轮找矿突破战略行动，加大勘探开 发力度。得益于我国长期以来的增储上产战略，2019 年以来我国原油产量止 跌回升，天然气产量稳步增长，19-24 年我国原油产量 CAGR 为 2.2%，天然 气产量 CAGR 为 7.3%。"三桶油"响应国家增储上产号召，于 2020-2023 年 间大力提升资本开支，并于 2024、2025 年维持高位，使得"三桶油"下属油 服企业充分受益。 25 年全球上游资本开支小幅下行，钻井日费维持高位。Raytad Energy 预测 2025 年全球上游勘探开发支出预计在 6000 ...

证券研究报告 原油周报：OPEC+快速增产，国际油价下降 能源化工首席证券分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 能源化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2025年9月14日 请务必阅读正文之后的免责声明部分 投资要点 ◼ 【美国原油】 4 2 ◼ 1）原油价格：本周Brent/WTI原油期货周均价分别66.7/62.7美元/桶，较上周分别-0.8/-1.2美元/桶。 ◼ 2）原油库存：美国原油总库存、商业原油库存、战略原油库存、库欣原油库存分别8.3/4.2/4.1/0.2亿桶，环比 +445/+394/+51/-37万桶。 ◼ 3）原油产量：美国原油产量为1350万桶/天，环比+7万桶/天。美国活跃原油钻机本周416台，环比+2台。美国活跃压 裂车队本周164部，环比+5部。 ◼ 4）原油需求：美国炼厂原油加工量为1682万桶/天，环比-5万桶/天；美国炼厂原油开工率为94.9%，环比+0.6pct。 ◼ 5）原油进出口量：美国原油进口量、出口量、净进口 ...

证券之星消息，9月12日油服工程板块较上一交易日下跌0.45%，准油股份领跌。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002554 | 惠博音 | 3.08 | 3.01% | 41.80万 | | 1.27亿 | | 600339 | 中油工程 | 3.54 | 1.43% | 36.22万 | | 1.27亿 | | 600583 | 脚丁思映 | 5.39 | 0.00% | 32.69万 | | 1.76亿 | | 600871 | 石化油服 | 2.10 | 0.00% | 72.74万 | | 1.52亿 | | 601808 | 迎思想史 | 13.88 | -0.22% | 4.60万 | | 6384.22万 | | 300191 | 潜能恒信 | 20.48 | -0.39% | 4.65万 | | 9498.05万 | | ...

Market Overview - On September 11, the oil service engineering sector rose by 0.15% compared to the previous trading day, with CNOOC Development leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - CNOOC Development (600968) closed at 3.97, with an increase of 1.28% and a trading volume of 620,900 shares, totaling a transaction value of 244 million yuan [1] - CNOOC Engineering (600583) closed at 5.39, up 0.75%, with a trading volume of 425,400 shares and a transaction value of 228 million yuan [1] - PetroChina Engineering (600871) closed at 2.10, up 0.48%, with a trading volume of 1,144,800 shares and a transaction value of 238 million yuan [1] - Other notable stocks include Renji Co. (002629) at 7.20 (+0.42%) and Yingshisi (601808) at 13.91 (+0.36%) [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 126 million yuan from institutional investors, while retail investors saw a net inflow of 157 million yuan [2] - The table indicates that CNOOC Development had a net inflow of 43.45 million yuan from institutional investors, while retail investors had a net outflow of 28.67 million yuan [3] - CNOOC Engineering saw a net inflow of 10.30 million yuan from institutional investors, with retail investors experiencing a net outflow of 1.61 million yuan [3] Summary of Key Stocks - CNOOC Development (600968) had a significant institutional net inflow of 43.45 million yuan, while retail investors had a net outflow of 28.67 million yuan [3] - CNOOC Engineering (600583) had a net inflow of 10.30 million yuan from institutional investors, with retail investors seeing a net outflow of 1.61 million yuan [3] - Other stocks like PetroChina Engineering (600871) and Renji Co. (002629) also showed varied capital flows, indicating mixed investor sentiment [3]

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]

Core Viewpoint - The stock of CNOOC Development has experienced a decline in price, with a year-to-date drop of 6.17% and a recent 5-day drop of 5.13% [1] Company Overview - CNOOC Development, established on February 22, 2005, and listed on June 26, 2019, is headquartered in Dongzhimenwai, Beijing [1] - The company specializes in energy technology services, FPSO production technology services, energy logistics services, and safety, environmental protection, and energy-saving products and services [1] - The revenue composition is as follows: energy logistics services 44.19%, energy technology services 41.38%, and low-carbon environmental and digital services 19.16% [1] Financial Performance - For the first half of 2025, CNOOC Development reported revenue of 22.597 billion yuan, a year-on-year increase of 4.46%, and a net profit attributable to shareholders of 1.829 billion yuan, up 13.15% year-on-year [2] - CNOOC Development has distributed a total of 4.747 billion yuan in dividends since its A-share listing, with 3.354 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders is 66,700, a decrease of 9.53% from the previous period, while the average circulating shares per person increased by 10.53% to 152,370 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 160 million shares, a decrease of 21.4573 million shares from the previous period [3]

Market Overview - The oil service engineering sector experienced a decline of 0.63% on September 2, with Huibo leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the oil service sector included: - Tongyuan Petroleum (300164) with a closing price of 5.42, up 2.07% [1] - Zhun Oil Co. (002207) at 7.85, up 1.82% [1] - Keli Co. (920088) at 38.84, up 1.65% [1] - Major decliners included: - Huibo (002554) at 2.90, down 6.75% [2] - Renji Co. (002629) at 7.22, down 4.24% [2] - CNOOC Development (600968) at 4.00, down 1.72% [2] Capital Flow - The oil service engineering sector saw a net outflow of 105 million yuan from institutional investors, while retail investors contributed a net inflow of 19.57 million yuan [2] - The capital flow for specific stocks showed: - Tongyuan Petroleum had a net outflow of 32.88 million yuan from institutional investors [3] - Beiken Energy (002828) had a net inflow of 13.98 million yuan from institutional investors [3] - CNOOC Engineering (600339) experienced a net outflow of 3.86 million yuan from institutional investors [3]