Group 1 - The core announcement is about the public notice of candidates for the construction service of the integrated collaborative research platform for petroleum geological engineering by CNOOC Energy Development Co., Ltd. [1] - CNOOC Energy Development has made investments in 61 companies and participated in 50,549 bidding projects [1] - The company holds 103 trademark registrations, 4,304 patents, and 392 copyright registrations, along with 61 administrative licenses [1] Group 2 - The procurement was awarded to Tracy Energy Technology Co., Ltd. with a winning bid amount of 5,512,000 [2] - The project is located in Tianjin and was published on January 26, 2026 [2]

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

1月28日，海油发展涨5.4%，截至发稿，报4.49元/股，成交2.89亿元，换手率0.65%，总市值456.41亿 元。 资料显示，中海油能源发展股份有限公司位于北京市东城区东直门外小街6号，成立日期2005年2月22 日，上市日期2019年6月26日，公司主营业务涉及提供能源技术服务、FPSO生产技术服务、能源物流服 务、安全环保与节能产品及服务。主营业务收入构成为：能源物流服务51.51%，能源技术服务 35.37%，低碳环保与数字化17.13%。 从海油发展十大流通股东角度 数据显示，南方基金旗下1只基金位居海油发展十大流通股东。南方中证500ETF（510500）三季度减持 68.51万股，持有股数2943.2万股，占流通股的比例为0.29%。根据测算，今日浮盈赚取约676.93万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益14.56%，同类 排名693/5549；近一年收益55.61%，同类排名1143/4285；成立以来收益188.28%。 南方中证500ETF（510500）基金经理为罗文杰。 数据显示，南方基金旗下1只基金重仓海油 ...

Group 1 - The oil service engineering sector increased by 3.48% on January 26, with Tongyuan Petroleum leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the oil service engineering sector showed significant price increases, with Tongyuan Petroleum rising by 13.04% to a closing price of 8.93 [1] Group 2 - The oil service engineering sector saw a net inflow of 254 million yuan from institutional investors, while retail investors experienced a net outflow of 164 million yuan [2] - Major stocks like Zhongman Petroleum and CNOOC Engineering had varying net inflows and outflows, indicating mixed investor sentiment [3] - The trading volume for Tongyuan Petroleum reached 2.2671 million shares, contributing to a total transaction value of 1.958 billion yuan [1]

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [173]. Core Insights - The report highlights that the geopolitical tensions between the U.S. and Iran are supporting international oil prices, with Brent and WTI crude oil futures averaging $64.8 and $60.1 per barrel, respectively, showing a slight increase of $0.1 and a decrease of $0.1 from the previous week [2]. - U.S. crude oil production is reported at 13.73 million barrels per day, with a slight decrease of 20,000 barrels per day week-on-week, while active oil rigs increased by 1 to 411 [2]. - The report recommends several companies for investment, including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [3]. Summary by Sections 1. Weekly Oil Data Brief - The report provides a comprehensive overview of weekly oil data, including price trends, inventory levels, production rates, and import/export statistics [5][7][8]. 2. Oil and Petrochemical Sector Performance - The oil and petrochemical sector has shown varied performance, with specific companies experiencing significant fluctuations in stock prices over the past week, month, and year [21][22]. 3. Crude Oil Data Tracking - Crude oil prices have been tracked, showing fluctuations in both Brent and WTI prices, alongside inventory levels and production data [25][26][37]. - U.S. crude oil inventories have increased, with total inventories reported at 840 million barrels, reflecting a week-on-week increase of 441,000 barrels [2][44]. 4. Refined Oil Data Tracking - The report details refined oil prices, inventory levels, production, and consumption trends, indicating a decrease in refinery throughput to 16.6 million barrels per day, down by 350,000 barrels per day [4][74]. - Refined oil inventories have also seen changes, with gasoline and diesel inventories increasing by 598,000 and 335,000 barrels, respectively [2][108]. 5. Oil Service Sector Data Tracking - The oil service sector is analyzed, focusing on the average day rates for drilling rigs and the overall performance of service companies [158][161].

Group 1 - The company, CNOOC Development, has provided information regarding its overseas business operations, which currently involve countries such as Iraq, Qatar, Uganda, Tanzania, Canada, Indonesia, and Brunei [2] - Investors are encouraged to follow the company's disclosures in designated information media for detailed industry information [2]

Group 1 - The company, Haiyou Development, confirmed that its overseas operations currently focus on countries such as Iraq, Qatar, Uganda, Tanzania, Canada, Indonesia, and Brunei, and does not include Iran [1] - Investors are encouraged to refer to the company's official disclosures for detailed information regarding its operations [1] - The inquiry was made through an interactive platform, indicating investor interest in the company's international business activities [1]

Market Overview - The oil service engineering sector experienced a decline of 0.22% on January 23, with Renji Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the oil service sector included: - Daoxian Petroleum (300164) with a closing price of 7.90, up 3.40% [1] - Keli Co., Ltd. (920088) with a closing price of 38.66, up 2.41% [1] - Qianeng Hengxin (300191) with a closing price of 23.48, up 1.51% [1] - Conversely, Renji Co., Ltd. (002629) saw a decline of 2.18%, closing at 6.27 [2] Trading Volume and Capital Flow - The oil service engineering sector saw a net outflow of 261 million yuan from institutional investors and 103 million yuan from retail investors, while retail investors had a net inflow of 364 million yuan [2] - The trading volume for key stocks included: - Daoxian Petroleum with 1.72 million shares traded [1] - Keli Co., Ltd. with 76,100 shares traded [1] - Renji Co., Ltd. with 462,800 shares traded [2] Capital Inflow Analysis - Major capital inflows and outflows for selected stocks included: - Zhongman Petroleum (603619) had a net inflow of 47.49 million yuan from institutional investors [3] - Renji Co., Ltd. experienced a net outflow of 1.16 million yuan from institutional investors [3] - Haoyou Development (600968) had a net outflow of 8.28 million yuan from institutional investors [3]

Group 1 - The oil service engineering sector increased by 5.02% on January 22, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the oil service engineering sector showed significant price increases, with Renji Co., Ltd. rising by 9.95% to a closing price of 6.41 [1] Group 2 - The main capital flow in the oil service engineering sector showed a net outflow of 134 million yuan, while retail investors had a net inflow of 177 million yuan [1] - Among individual stocks, Shihua Oil Service had a net inflow of 213 million yuan from main capital, while Renji Co., Ltd. experienced a net outflow of 15.18 million yuan from main capital [2] - Retail investors showed a net inflow of 6.76 million yuan in Haoyou Development, despite a net outflow from main and speculative capital [2]

Group 1 - The resignation of Mr. Du Xiangdong from the board of directors will not result in the board falling below the legal minimum number of members and will not affect the normal operation of the board [1] - Mr. Du's resignation application is effective from the date it is delivered to the board, and he has no outstanding public commitments [1] Group 2 - The company held a staff representative meeting on January 19, 2026, where Mr. Du Xiangdong was elected as the staff representative director, with a term lasting until the end of the fifth board's term [2] - The election of the staff representative director is part of the company's efforts to improve its governance structure, as stipulated in the revised articles of association approved at the 2024 annual general meeting [2] Group 3 - Mr. Du Xiangdong, born in 1968, holds a Ph.D. in solid earth physics and has extensive experience within the company since joining in 1999, holding various technical and managerial positions [3] - Currently, Mr. Du serves as the staff representative director, deputy secretary of the party committee, and chairman of the labor union [3]