证券代码：600968 证券简称：海油发展 公告编号：2025-025 中海油能源发展股份有限公司 关于召开2025年半年度业绩说明会的公告 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、说明会类型 公司本次业绩说明会借助视频直播的方式与投资者进行交流。公司将针对 2025 年半年度经营成果及财务指标的具体情况与投资者展开互动交流和沟通， 并在信息披露允许的范围内就投资者普遍关心的问题进行回答。 二、说明会召开的时间、地点 1 会议召开时间：2025 年 8 月 28 日（周四）15:30-16:30 会议召开地点：全景网（https://rs.p5w.net/） 会议召开方式：视频直播 问题征集方式：投资者可于 2025 年 8 月 25 日（周一）17:00 前将需要 了解的情况和有关问题预先通过电子邮件发送至中海油能源发展股份 有 限 公 司 （ 以 下 简 称 " 公 司 " ） 投 资 者 关 系 邮 箱 sh_cenertech@cnooc.com.cn。公司将在信息披露允许的范围内，于说明 ...

中海油能源发展股份有限公司 2025年半年度关于中海石油财务有限责任公司风险持续评估报告 根据《上海证券交易所上市公司自律监管指引第5号——交易与关联交易 (2025年3月修订)》及《关于规范上市公司与企业集团财务公司业务往来的通知》 （证监发〔2022〕48号）要求，中海油能源发展股份有限公司（以下简称"公司" 或"本公司"）通过查验中海石油财务有限责任公司（以下简称"财务公司"） 《金融许可证》《企业法人营业执照》等证件资料，并审阅包括资产负债表、利 润表、现金流量表等在内的财务公司的定期财务报告，对财务公司的经营资质、 业务和风险状况进行了评估，具体情况报告如下： 一、财务公司的基本情况 财务公司于 2002 年 5 月 13 日由中国人民银行批准开业，2002 年 6 月 14 日 完成工商登记。法定中文名称为"中海石油财务有限责任公司"，注册资本 40 亿元。2016 年 10 月，经北京市工商管理局审批，并向原北京银监局备案，股权 结构变更为： | 股东名称 | 投资金额（万元） | 持股比例(%) | | --- | --- | --- | | 中国海洋石油集团有限公司 | 251,600 | ...

证券代码：600968 证券简称：海油发展 公告编号：2025-023 中海油能源发展股份有限公司 关于对外出售冷能业务及资产暨关联交易的公告 本公司董事会、全体董事及相关股东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： ●交易简要内容：中海油能源发展股份有限公司（以下简称"海油发展""公 司"或"本公司"）拟将所持有的中海油工业气体（珠海）有限公司（以下简称 "珠海空分"）70%股权和债权、中海油工业气体（宁波）有限公司（以下简称 "宁波空分"）65%股权、中海石油空气化工产品（福建）有限公司（以下简称 "福建空分"）50%股权和冷能利用技术中心（以下简称"冷能中心"）资产采 用非公开协议转让方式，转让给控股股东中国海洋石油集团有限公司（以下简称 "中国海油"）全资子公司中海石油气电集团有限责任公司（以下简称"气电集 团"）下属的全资子公司中海油海卓（天津）工程科技有限公司（以下简称"海 卓公司"），转让价格合计为 37,126.63 万元。本次交易完成后，公司合并报表 范围发生变化，其中珠海空分和宁波空分 2 家控股子公司以及 ...

证券代码：600968 证券简称：海油发展 公告编号：2025-024 中海油能源发展股份有限公司 2025 年第二季度授信担保情况的公告 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： 担保对象及基本情况 | | | 被担保人名称 | 中海油常州环保涂料有限公司 | | | --- | --- | --- | --- | --- | | 担 保 | 对 | 本次担保金额 | 60.00 万元 | | | 象一 | | 实际为其提供的担保余额 | 60.00 万元 | | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | | 担 保 | 对 | 被担保人名称 | | 海油发展珠海管道工程有限公司 | | | | 本次担保金额 | 357.91 万元 | | | 象二 | | 实际为其提供的担保余额 | 1,952.42 万元 | | | | | 是否在前期预计额度内 | 是 □否 | ...

转自：智通财经 【海油发展：上半年净利润18.29亿元 同比增长13.15%】智通财经8月19日电，海油发展(600968.SH)公 告称，海油发展发布2025年半年度报告，上半年实现营业收入225.97亿元，同比增长4.46%；归属于上 市公司股东的净利润为18.29亿元，同比增长13.15%。报告期不进行利润分配或资本公积金转增股本。 ...

Core Viewpoint - The company, CNOOC Development (600968.SH), announced the transfer of its stakes in various air separation plants and assets to Haizhuo Company for a total price of 371 million yuan [1] Group 1: Asset Transfer Details - The company plans to transfer 70% equity and debt of Zhuhai Air Separation, 65% equity of Ningbo Air Separation, 50% equity of Fujian Air Separation, and assets of the Cold Energy Center [1] - The total transfer price for these assets is 371 million yuan [1] Group 2: Cold Energy Center - The Cold Energy Center was established in 2022 as a research institution under the company's clean energy subsidiary [1] - The center focuses on technology research, industrial planning, and business development in the fields of cold energy utilization and carbon reduction [1]

海油发展公告，2025年上半年营业收入225.97亿元，同比增长4.46%。净利润18.29亿元，同比增长 13.15%。 ...

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors rising, led by the comprehensive and communication sectors, which increased by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industries experienced the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector, which saw a 1.04% rise and a net inflow of 1.981 billion yuan [1] Oil and Petrochemical Sector - The oil and petrochemical sector declined by 0.58% with a net capital outflow of 618 million yuan [2] - Among the 47 stocks in this sector, 18 rose, including one that hit the daily limit, while 27 fell, including one that hit the lower limit [2] - The top three stocks with the highest net inflow were 康普顿 (304.81 million yuan), 海油发展 (159.44 million yuan), and 岳阳兴长 (133.17 million yuan) [2][3] Individual Stock Performance - The stocks with the largest net outflows included 广汇能源 (1.24 billion yuan), 中国石油 (1.08 billion yuan), and 中国海油 (1.06 billion yuan) [2] - The performance of individual stocks in the oil and petrochemical sector varied, with 康普顿 showing a significant increase of 10% [3]

Market Overview - On August 19, the oil service engineering sector experienced a slight decline of 0.05% compared to the previous trading day, with Keli Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Stock Performance - Notable gainers in the oil service engineering sector included: - Renji Co., Ltd. (002629) with a closing price of 7.11, up 3.19% and a trading volume of 267,400 shares, totaling 188 million yuan [1] - Beiken Energy (002828) closed at 10.67, up 1.33% with a trading volume of 208,900 shares, totaling 222 million yuan [1] - Other stocks showed minor fluctuations, with some experiencing negligible changes [1] Capital Flow - The oil service engineering sector saw a net outflow of 35.21 million yuan from institutional investors, while retail investors contributed a net inflow of 26.13 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - Haiyou Development (600968) with a net inflow of 17.93 million yuan from institutional investors, but a net outflow of 22.72 million yuan from retail investors [3] - Beiken Energy (002828) saw a net inflow of 16.56 million yuan from institutional investors, but a significant net outflow of 20.92 million yuan from speculative funds [3] - The data reflects varying levels of confidence in different stocks within the sector, with some attracting institutional interest while others face selling pressure from speculative investors [3]

Report Information - Report Title: Crude Oil Weekly Report: Increase in US Crude Oil Inventory and Decline in International Oil Prices [1] - Report Date: August 17, 2025 [1] - Chief Analyst: Chen Shuxian [1] - Analyst: Zhou Shaowen [1] Report Industry Investment Rating No relevant information provided. Core Viewpoints - This week, the weekly average prices of Brent/WTI crude oil futures were $66.2/$63.3 per barrel, down $1.0/$1.4 per barrel from last week. The total US crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory were 8.3/4.3/4.0/0.2 billion barrels, with a week-on-week increase of 3.26/3.04/0.23/0.05 million barrels respectively. The US crude oil production was 13.33 million barrels per day, up 40,000 barrels per day week-on-week. The number of active US crude oil rigs this week was 412, an increase of 1 from the previous week. The number of active US fracturing fleets this week was 163, an increase of 4 from the previous week. The US refinery crude oil processing volume was 17.18 million barrels per day, up 60,000 barrels per day week-on-week, and the US refinery crude oil operating rate was 96.4%, down 0.5 pct week-on-week [2]. - The weekly average prices of US gasoline, diesel, and jet fuel were $87/$95/$90 per barrel, down $0.3/$0.9/$4.1 per barrel week-on-week. The spreads with crude oil were $21/$29/$24 per barrel, up $1.1/$0.4/ -$2.7 per barrel week-on-week. The US gasoline, diesel, and aviation kerosene inventories were 2.3/1.1/0.4 billion barrels, with a week-on-week change of -0.79/+0.71/ -0.62 million barrels respectively. The US gasoline, diesel, and aviation kerosene production were 9.81/5.14/1.97 million barrels per day, with a week-on-week change of +10,000/+30,000/ -20,000 barrels per day respectively. The US gasoline, diesel, and aviation kerosene consumption were 9.00/3.70/1.83 million barrels per day, with a week-on-week change of -40,000/ -20,000/+120,000 barrels per day respectively. The net exports of US gasoline, diesel, and aviation kerosene were 0.58/1.33/0.23 million barrels per day, with a week-on-week change of -0.25/ -0.13/+0.09 million barrels per day respectively [2]. - Recommended companies include CNOOC Limited (600938.SH/0883.HK), PetroChina Company Limited (601857.SH/0857.HK), Sinopec Corporation (600028.SH/0386.HK), CNOOC Oilfield Services Limited (601808.SH), Offshore Oil Engineering Co., Ltd. (600583.SH), and CNOOC Energy Technology & Services Limited (600968.SH). Companies to be noted include Sinopec Oilfield Service Corporation (600871.SH/1033.HK), China National Petroleum Corporation Engineering Co., Ltd. (600339.SH), and Sinopec Mechanical Engineering Co., Ltd. (000852.SZ) [3] Summary by Directory 1. Crude Oil Weekly Data Briefing - Upstream Key Company Price Changes: Among the upstream key companies, the Hong Kong - listed shares of some companies such as China National Offshore Oil Corporation and PetroChina Company Limited showed an upward trend in the near - week, near - month, and near - three - month periods, while some A - shares showed a downward trend [9] - Key Company Valuations: The report provides the total market capitalization,归母净利润, PE, and PB of key companies from 2024A to 2027E [9] - Crude Oil Sector: The weekly average prices of Brent, WTI, Russian Urals, and Russian ESPO crude oils were $66.2, $63.3, $61.9, and $62.8 per barrel respectively, all showing a week - on - week decline. The US dollar index was 97.8, down 1.0 week - on - week. The LME copper spot price was $9,165.0 per ton, down $411.5 week - on - week [9] - Inventory Sector: The US total crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory all increased week - on - week [9] - Production Sector: The US crude oil production, the number of crude oil rigs, and the number of fracturing fleets all increased week - on - week [9] - Refinery Sector: The US refinery crude oil processing volume increased week - on - week, while the operating rate decreased. The operating rates of Chinese local refineries and major refineries showed different trends [9] - Import and Export Sector: The US crude oil net imports increased week - on - week [9] 2. This Week's Petroleum and Petrochemical Sector Market Review - Petroleum and Petrochemical Sector Performance: No specific performance data provided, only the topic is mentioned [14] - Sector Listed Company Performance: The report lists the latest prices, total market capitalizations, and price changes in different time periods of multiple listed companies in the petroleum and petrochemical sector, as well as their valuations [26][28] 3. Crude Oil Sector Data Tracking - Crude Oil Price: It involves the price and spread relationships between different types of crude oils such as Brent, WTI, Russian Urals, and Russian ESPO, as well as the relationships between the US dollar index, LME copper price, and WTI crude oil price [32][41][42] - Crude Oil Inventory: It shows the historical data and trends of the US commercial crude oil inventory, total crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory, as well as their correlations with oil prices [49][54][63] - Crude Oil Supply: The US crude oil production, the number of crude oil rigs, and the number of fracturing fleets are tracked [68] - Crude Oil Demand: The US refinery crude oil processing volume, operating rate, and the operating rates of Chinese local and major refineries are presented [76][79][83] - Crude Oil Import and Export: The US crude oil import, export, and net import volumes are tracked [87][91] 4. Refined Oil Product Sector Data Tracking - Refined Oil Product Price: When the international crude oil price is above $80 per barrel, the increase in domestic gasoline and diesel prices slows down. The report also shows the price and spread relationships between crude oil and refined oil products in different regions such as China, the US, Europe, and Singapore [97][124][130] - Refined Oil Product Inventory: The inventories of gasoline, diesel, and aviation kerosene in the US and Singapore are tracked, along with their week - on - week and year - on - year changes [138][144][149] - Refined Oil Product Supply: The productions of gasoline, diesel, and aviation kerosene in the US are presented [157][158] - Refined Oil Product Demand: The consumptions of gasoline, diesel, and aviation kerosene in the US are tracked, along with the number of US airport passenger security checks [161][162] - Refined Oil Product Import and Export: The import, export, and net export volumes of gasoline, diesel, and aviation kerosene in the US are tracked [175][179][180] 5. Oilfield Service Sector Data Tracking - The report provides the weekly average, monthly average, quarterly average, and year - to - date average daily fees of self - elevating drilling platforms and semi - submersible drilling platforms [10]