证券之星消息，1月26日油服工程板块较上一交易日上涨3.48%，通源石油领涨。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300164 | 通線石油 | 8.93 | 13.04% | 226.71万 | | 19.58亿 | | 603619 | 中曼石油 | 31.05 | 9.99% | 30.74万 | | 9.16亿 | | 920088 | 科力股份 | 42.00 | 8.64% | 10.69万 | | 4.46 乙 | | 300191 | 潜能恒信 | 25.35 | 7.96% | 1 30.80万 | | 7.70亿 | | 601808 | 迎思想史 | 16.36 | 5.68% | 45.96万 | | 7.43亿 | | 002207 | 准油股份 | 9.41 | 5.26% | 60.70万 | | 5.65亿 ...

Group 1 - The Hong Kong stock market is experiencing a rise in oil stocks, with notable increases in share prices for major companies [1] - CNOOC Limited (02883.HK) saw a rise of 5.63%, reaching HKD 8.82 [1] - China National Offshore Oil Corporation (00883.HK) increased by 4.55%, trading at HKD 23.46 [1] - PetroChina Company Limited (00857.HK) rose by 3.33%, with shares priced at HKD 8.7 [1] - Sinopec Limited (00386.HK) experienced a 2.94% increase, with shares at HKD 5.26 [1]

Group 1 - Oil stocks continued to rise in early trading, with CNOOC Limited (02883) up 5.75% at HKD 8.83 [1] - CNOOC (00883) increased by 4.72%, reaching HKD 23.50 [1] - PetroChina (00857) rose by 3.80%, trading at HKD 8.74 [1] - Sinopec (00386) saw an increase of 3.52%, priced at HKD 5.29 [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].

增持后，FIL Limited最新持股数目为109,408,000股，持股比例由5.95%上升至6.04%。 格隆汇1月26日丨根据联交所最新权益披露资料显示，2026年1月20日，中海油田服务(02883.HK)获FIL Limited在场内以每股均价7.8517港元增持157.4万股， 涉资约1235.86万港元。 | 表格序號 | | 大股東/董事/最高行政人員名稱作出披露的 買入 / 曹出或涉及的 每般的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 版分野目 | | 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) | | | | | | | | 份自分比 | | | | | | | | ( 96 ) | | CS20260123E00067 | FIL Limited | 1101(L) | ,574,000(L) | HKD 7.8517 | 109.408,000(L | 6.04(L)20/01/2026 | | CS20260123E00066 | ...

| 表格序號 | | 大股東/董事/最高行政人員名稱作出披露的 買入 / 曹出或涉及的 每般的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 版分數目 | | 語參閱上述 * 註 | 有投票權殺 (日 / 月 / 年) | | | | | | | | 份自分 配 | | | | | | | | 96 9 | | CS20260123E00067 | FIL Limited | 1101(L) | 1,574,000(L | HKD 7.851 | 109.408,000(L | 6.04(L)20/01/2026 | | CS20260123E00066 | Pandanus Associates Inc. | 1101(L | 1.574.000(L | HKD 7.851 | 109.408.000(L | 6.04(L)20/01/2026 | | CS20260123E00070 | Pandanus Partners L.P. | 1101(L) | 1,574,000 ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, indicating a favorable investment environment [4]. Core Insights - Three major institutions have raised their oil supply forecasts, with the EIA predicting a global surplus of 2.83 million barrels per day for this year [6][16]. - The EIA has adjusted its 2026 oil price forecast upward to an average of $56 per barrel, while lowering the natural gas price forecast to $3.46 per million British thermal units [7][11]. - The IEA expects a demand increase of 930,000 barrels per day in 2026, while OPEC and EIA have slightly reduced their demand forecasts [11][16]. Supply and Demand Summary - The EIA has raised its global oil supply forecast for this year by 120,000 barrels per day, while the IEA has increased its forecast by 100,000 barrels per day [13][16]. - The EIA anticipates that global oil production will rise by 1.37 million barrels per day in 2026, with OPEC+ contributing approximately 1.13 million barrels per day [15][16]. - The IEA projects a global oil supply increase of 2.5 million barrels per day in 2026, reaching 108.7 million barrels per day [16]. Price Trends Summary - The price of butadiene has surged over 28% since the beginning of the year, driven by a narrowing price spread between naphtha and ethylene [17]. - As of January 23, the spot price of butadiene reached 10,700 yuan per ton [17]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co. and Wankai New Materials, due to tightening supply and improving market conditions [21]. - It suggests monitoring major refining companies like Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong, as refining margins are expected to improve [21]. - The report also highlights the potential of offshore oil service companies like CNOOC Services and Haiyou Engineering, given the high capital expenditure in offshore exploration [21].

Investment Rating - The report maintains a "Positive" investment rating for the oil processing industry [1] Core Insights - As of January 23, 2026, international oil prices have seen a slight increase due to multiple favorable factors, including temporary production halts in Kazakhstan, an upward revision of global economic growth forecasts, the cancellation of tariffs on eight European countries by Trump, and extreme cold weather potentially affecting supply and demand [2][9] - Brent and WTI crude oil prices were reported at $65.07 and $61.07 per barrel, respectively, marking increases of 1.47% and 2.92% from the previous week [2][20] - The oil and petrochemical sector outperformed, with a 7.71% increase, while the broader Shanghai and Shenzhen 300 index fell by 0.62% [10][13] Summary by Sections Oil Price Review - Brent crude futures settled at $65.07 per barrel, up $0.94 (+1.47%) from the previous week, while WTI crude futures rose to $61.07 per barrel, an increase of $1.73 (+2.92%) [2][20] Offshore Drilling Services - As of January 19, 2026, the number of global offshore self-elevating drilling platforms was 376, a decrease of 1 from the previous week, while floating drilling platforms increased by 3 to a total of 133 [29] Oil Supply - U.S. crude oil production was reported at 13.732 million barrels per day as of January 16, 2026, a decrease of 21,000 barrels from the previous week [39] - The number of active drilling rigs in the U.S. increased by 1 to 411 as of January 23, 2026 [39] Oil Demand - U.S. refinery crude oil processing volume was 16.604 million barrels per day as of January 16, 2026, down by 354,000 barrels from the previous week, with a refinery utilization rate of 93.30%, a decrease of 2.0 percentage points [47] Oil Inventory - As of January 16, 2026, total U.S. crude oil inventories stood at 841 million barrels, an increase of 4.408 million barrels (+0.53%) from the previous week [48] Related Stocks - Key stocks in the sector include China National Offshore Oil Corporation (CNOOC), PetroChina, Sinopec, and China Oilfield Services [3]

中海油田服务 公司始终以成本管控体系与能力的确定性应对行业及市场形势的不确定性，坚持将"长周期全成本领 先"作为核心竞争力，将精益成本观、精益效益观全面贯穿到生产经营各个环节。 上述战略指引内容是根据公司目前的经营状况及市场环境而制定的，至于公司于2026年能否达到预期的 经营结果或发展表现则主要取决于经济及市场情况，预期的经营结果或发展表现存在不确定性。公司不 能保证上述战略指引内容将会完全实现。 分时图 日K线 周K线 月K线 8.35 0.01 0.12% 1.32% 0.84% 0.48% 0.00% 0.48% 0.84% 1.32% 8.23 8.27 8.30 8.34 8.38 8.41 8.45 09:30 10:30 12:00/13:00 14:00 16:10 0 24万 47万 71万 中海油田服务(02883)发布公告，根据公司当前生产经营状况以及对未来发展的理解和研判，公司董事 会发布2026年战略指引。根据第叁方机构预测，2026年全球石油需求仍将保持稳定，全球上游勘探开发 投资与2025年基本持平。其中，海上勘探开发资本支出总量保持稳定。国内方面，持续稳定的勘探开发 环境以及 ...

2025年基本持平。其中，海上勘探开发资本支出总量保持稳定。国内方面，持续稳定的勘探开发环境以 及油气在当前中国能源 消费 结构中的重要地位，将保障一定时期内油田服务行业景气。公司预计， 2026年国内业务保持稳健，海外业务稳中有升。 智通财经APP讯， 中海油田服务 (02883)发布公告，根据公司当前生产经营状况以及对未来发展的理解 和研判，公司董事会发布2026年战略指引。根据第叁方机构预测，2026年全球石油需求仍将保持稳定， 全球上游勘探开发投资与 上述战略指引内容是根据公司目前的经营状况及市场环境而制定的，至于公司于2026年能否达到预期的 经营结果或发展表现则主要取决于经济及市场情况，预期的经营结果或发展表现存在不确定性。公司不 能保证上述战略指引内容将会完全实现。 公司始终以成本管控体系与能力的确定性应对行业及市场形势的不确定性，坚持将"长 周期 全成本领 先"作为核心竞争力，将精益成本观、精益效益观全面贯穿到生产经营各个环节。 2026年，公司将聚焦全面建成中国特色世界一流能源服务公司发展目标，以培育发展海洋能源服务新质 生产力为核心，持续践行"技术驱动""成本领先""一体化""国际化""区 ...