从资金流向上来看，当日油服工程板块主力资金净流出2456.04万元，游资资金净流出1058.82万元，散户 资金净流入3514.87万元。油服工程板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 60361a | 中曼石油 | 2159.47万 | 8.67% | -401.58万 | -1.61% | -1757.89万 | -7.06% | | 002629 | 仁智股份 | 1105.21万 | 10.14% | -328.48万 | -3.02% | -776.73万 | -7.13% | | 601808 | 中海波 | 479.82万 | 4.94% | -407.42万 | -4.19% | -72.40万 | -0.75% | | 920088 科力股份 | | 242.78万 | 8.77% | 49.02万 | 1.77% | -7.20万 | -0.26% | | 00 ...

转自：新华财经 12月5日，在人民银行上海总部、上海外汇局的指导下，农行上海市分行作为首批开展自由贸易账户功 能升级试点的金融机构，成功为临港新片区高端石油装备制造龙头企业中曼石油天然气公司、集成电路 行业头部芯片制造企业办理自由贸易账户功能升级业务，率先实现试点业务落地。 自《上海自由贸易试验区自由贸易账户功能升级实施办法（试行）》印发以来，农行上海市分行第一时 间响应政策部署，迅速组建专项服务团队，全力推进配套系统建设，以专业高效的服务为试点企业打造 高质量跨境金融服务方案。试点企业可以凭收付款指令直接开展跨境资金划转，除证券投资以外的资本 项目不受投注差外债、全口径跨境融资、境外放款等额度和审批限制。此举有效提升试点企业与境外资 金高效融通，提升企业开展跨境贸易投资的自由化便利化水平。 中曼石油作为上海市高新技术企业，凭借423项自主专利构建起上下游一体化业务体系，依托硬核科技 创新实力与市场竞争力，产品远销全球十余个国家。业务开放当天，中曼石油天然气公司完成首笔业务 办理，此举有效助力企业优化跨境资金配置，为推动我国高端工程技术服务和装备制造"走出去"、提升 全球产业链中的地位提供金融力量。 本次服务 ...

证券之星消息，截至2025年12月2日收盘，中曼石油(603619)报收于22.24元，下跌1.94%，换手率 2.59%，成交量11.99万手，成交额2.69亿元。 | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-02 | 22.24 -1.94% | -2693.74万 | -10.00% | 382.43万 | 1.42% | 2311.30万 | liv 8.58% | | 2025-12-01 | 22.68 0.98% | -1474.34万 | -4.74% | -1776.83万 | -5.71% | 3251.17万 | 10.45% | | 2025-11-28 | 22.46 -3.48% | -846.74万 | -2.61% | -1930.40万 | -5.95% | 2777.14万 | 8.56% | | 2025-11-27 | 23.27 0.52% | 1827.60万 | 9.55% ...

Core Insights - The oil service engineering sector experienced a slight increase of 0.13% on December 2, with Haiyou Development leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Haiyou Development (600968) closed at 3.86, up 1.58% with a trading volume of 596,000 shares and a transaction value of 228 million yuan [1] - Haiyou Engineering (600583) closed at 5.54, up 1.28% with a trading volume of 441,300 shares and a transaction value of 244 million yuan [1] - Other notable stocks include: - Dongsi Thought (601808) at 14.41, up 0.84% [1] - Zhongyou Engineering (600339) at 3.40, unchanged [1] - Beiken Energy (002828) at 12.18, down 0.49% [1] - Shihua Oil Service (600871) at 2.33, down 0.85% [1] - Tongyuan Petroleum (300164) at 6.05, down 1.31% [1] - Huibo Yin (002554) at 3.55, down 1.66% [1] - Zhongman Petroleum (603619) at 22.24, down 1.94% [1] - Bomai Ke (603727) at 15.35, down 2.17% [1] Capital Flow - The oil service engineering sector saw a net outflow of 210 million yuan from institutional investors, while retail investors contributed a net inflow of 248 million yuan [2][3] - Key stocks with significant capital flow include: - Tongyuan Petroleum (300164) with a net outflow of 40.06 million yuan from institutional investors [3] - Renji Co. (002629) with a net outflow of 33.28 million yuan from institutional investors [3] - Zhongman Petroleum (603619) with a net outflow of 26.94 million yuan from institutional investors [3] - Huibo Yin (002554) with a net outflow of 21.44 million yuan from institutional investors [3] - Haiyou Engineering (600583) with a net outflow of 20.98 million yuan from institutional investors [3]

Core Insights - The oil service engineering sector experienced a rise of 1.78% on December 1, with Keli Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Keli Co., Ltd. (code: 920088) closed at 32.01, with a gain of 6.17% and a trading volume of 39,200 shares, amounting to a transaction value of 123 million yuan [1] - Tongyuan Petroleum (code: 300164) closed at 6.13, up 5.69%, with a trading volume of 1,137,300 shares and a transaction value of 687 million yuan [1] - Zhun Oil Co., Ltd. (code: 002207) closed at 8.68, increasing by 4.20%, with a trading volume of 320,300 shares and a transaction value of 277 million yuan [1] - Other notable performers include Shihua Oil Service (code: 600871) with a 3.07% increase and a closing price of 2.35, and Tian Sihua (code: 601808) with a 2.29% increase, closing at 14.29 [1] Fund Flow Analysis - The oil service engineering sector saw a net outflow of 113 million yuan from institutional investors, while retail investors contributed a net inflow of 168 million yuan [2] - Keli Co., Ltd. had a net inflow of 11.38 million yuan from institutional investors, representing 9.25% of its total trading volume [3] - Other companies like Haiyou Development (code: 600968) and Tongyuan Petroleum experienced mixed fund flows, with Haiyou Development seeing a net inflow of 10.62 million yuan from institutional investors [3]

Investment Rating - The industry investment rating is "Positive" [1] Core Views - The report highlights that international oil prices experienced fluctuations due to geopolitical factors, particularly the ongoing situation in Ukraine. As of November 28, 2025, Brent and WTI oil prices were reported at $62.38 and $58.55 per barrel, respectively [2][9] - The report indicates an increase in U.S. crude oil and refined product inventories, which negatively impacted the market. However, a reduction in the number of active oil rigs in the U.S. and skepticism regarding the peace negotiations in Ukraine contributed to price volatility [2][9] - The report notes that the oil and petrochemical sector underperformed compared to the broader market, with a decline of 0.73% in the sector as of November 28, 2025 [10] Summary by Sections Oil Price Review - As of November 28, 2025, Brent crude futures settled at $62.38 per barrel, down $0.18 (-0.29%) from the previous week, while WTI crude futures increased by $0.49 (+0.84%) to $58.55 per barrel [24] - The report also mentions the Urals crude price remained stable at $65.49 per barrel, while ESPO crude fell by $0.84 (-1.56%) to $53.16 per barrel [24] Offshore Drilling Services - The number of global offshore self-elevating drilling platforms was reported at 366, with a net increase of 1 platform. The floating drilling platform count rose to 129, with an increase of 2 platforms [27] U.S. Crude Oil Supply - U.S. crude oil production was reported at 13.814 million barrels per day, a decrease of 20,000 barrels from the previous week. The number of active drilling rigs fell to 407, down by 12 rigs [38] U.S. Crude Oil Demand - U.S. refinery crude processing averaged 16.443 million barrels per day, an increase of 211,000 barrels from the previous week, with a refinery utilization rate of 92.30%, up 2.3 percentage points [45] U.S. Crude Oil Inventory - Total U.S. crude oil inventories reached 838 million barrels, an increase of 3.272 million barrels (+0.39%) from the previous week. Strategic reserves were at 411 million barrels, up 498,000 barrels (+0.12%) [54] Refined Oil Products - In the North American market, average prices for diesel, gasoline, and jet fuel were reported at $99.57, $79.04, and $89.17 per barrel, respectively, with corresponding price differentials to crude oil [77]

Market Overview - The A-share market experienced a volatile session, with the ChiNext Index initially rising by 2.21% before a significant drop in the afternoon, leading to both the ChiNext and Shenzhen Composite Index closing in the red [1] - A total of 11 companies announced shareholder reduction plans, with 7 planning to reduce their holdings by more than 1% [1] Shareholder Reduction Trends - Notable companies involved in the reduction include Zhongman Petroleum and Yidelong, both of which have seen significant stock price increases recently [1] - Yidelong's stock price rebounded from a low of 12.38 yuan to a high of 56.30 yuan, marking a maximum increase of 355%. A major shareholder plans to reduce 3.2 million shares, accounting for 2% of total shares, expecting to cash out approximately 116 million yuan [2] - Zhongman Petroleum's stock price increased from 5.83 yuan to 26.66 yuan over five years, a maximum increase of 357%. However, the company reported a 32.18% decline in net profit for Q3, prompting shareholders to plan a reduction of up to 13.87 million shares, or 3% of total shares, with an expected cash-out of 323 million yuan [3] Broader Market Implications - The trend of shareholder reductions is not isolated, with significant reductions totaling over 380 billion yuan in the first eight months of 2025, and a 62% year-on-year increase in the first two weeks of August alone [3] - The primary drivers of these reductions are not retail investors but rather company insiders, with controlling shareholders and actual controllers accounting for 40.3% of the reductions [3] - Sectors with the highest reduction activity include electronics, pharmaceuticals, and new materials, which collectively account for over 42% of the reductions [3] Sector-Specific Insights - In the technology sector, 106 companies announced major shareholder reduction plans since September, with the electronics industry being the most affected [5] - Notable examples include Lanke Technology, where shareholders announced a reduction of 11.45 million shares, potentially cashing out around 3.29 billion yuan after a 75.18% increase in stock price [5] - Other companies like Zhongji Xuchuang and Anda Intelligent also saw significant shareholder reductions despite their stock price increases, indicating a trend of insiders cashing out at high valuations [5][7] Market Behavior and Patterns - Historical data indicates that stock prices tend to drop following shareholder reduction announcements, with a probability exceeding 50% for declines shortly after such announcements [9] - The timing of reductions shows a clear seasonal pattern, with the highest number of reductions occurring in December, followed by September and November [9] - Venture capital firms have also become significant players in this reduction wave, with over 80 companies involved since August, collectively cashing out over 10 billion yuan [11]

Group 1 - Jianbang Co., Ltd. plans to repurchase shares using self-owned funds between 15 million and 30 million yuan, with a maximum price of 38 yuan per share [1] - Yatong Precision Engineering's investment in a private equity fund has been terminated due to failure to complete the agreed investment, leading to the fund's dissolution [1] - China Storage Co., Ltd. intends to invest 1.129 billion yuan in the Sanjiang Port project, with its wholly-owned subsidiary contributing 500 million yuan to establish a project company [2] Group 2 - Guangxin Co., Ltd. plans to inject assets worth 4.383 billion yuan into its wholly-owned subsidiary, increasing its registered capital from 10 million to 20 million yuan [3] - Jiangxin Home plans to use up to 3 billion yuan of idle self-owned funds for cash management in low-risk financial products [4] - Huangshan Tourism intends to lease part of the Huangshan scenic area for 1.27 billion yuan over a 10-year period [5] Group 3 - Jilin Expressway's general manager has resigned due to work adjustments [6] - Guoyao Modern's subsidiary has received a drug registration certificate for hydromorphone hydrochloride injection, suitable for pain management [8] - Hangya Technology plans to invest up to 70 million USD to establish subsidiaries in Singapore and Malaysia [10] Group 4 - ST Sailong's subsidiary has received approval for the listing of two chemical raw materials [11] - Shanghai Pharmaceuticals' tramadol hydrochloride injection has passed the consistency evaluation for generic drugs [12] - Yubang Electric has obtained a laboratory accreditation certificate from CNAS, indicating its testing capabilities [14] Group 5 - ST Lifang's stock will be subject to delisting risk warning starting December 1 due to administrative penalties [15] - Zhejiang Longsheng is investing 200 million yuan in a private equity partnership focused on high-potential enterprises [15] - Huayang Co., Ltd.'s subsidiary has obtained safety production permits, allowing it to commence production [16] Group 6 - Xujie Electric has won a bid for a State Grid project worth 1.518 billion yuan [17] - Pinggao Electric and its subsidiaries have collectively won a State Grid project worth approximately 773 million yuan [17] - ST Lanhua's subsidiary has entered the trial production phase for a juice beverage project with a total investment of up to 65 million yuan [18] Group 7 - Huakong Saige has terminated its stock issuance plan due to various considerations [19] - Yatong Co., Ltd. plans to invest 36 million yuan to establish a joint venture in renewable energy [20] - Warner Pharmaceuticals has received a drug registration certificate for a new inhalation solution for COPD patients [21] Group 8 - Demais has raised the upper limit for its share repurchase price to 45 yuan per share [22] - China West Electric's subsidiaries have collectively won a State Grid procurement project worth approximately 2.98 billion yuan [22] - Changan Automobile's joint venture has submitted a listing application to the Hong Kong Stock Exchange [23] Group 9 - Yinlun Co., Ltd. plans to invest approximately 133 million yuan to acquire a controlling stake in Shenzhen Deep Blue Electronics [24] - Zhongfu Information intends to increase its wholly-owned subsidiary's capital by 380 million yuan [24] - Financial Street's major shareholder has reduced its stake by 0.25% [25] Group 10 - Audiwei has formally submitted an application for H-share listing [26] - Zhongcai Technology's private placement application has been accepted by the Shenzhen Stock Exchange [27] - Haowei Group's subsidiary plans to invest 200 million yuan in a private equity fund focused on semiconductor investments [28] Group 11 - Jinkai New Energy is planning to transfer 51% of its subsidiary's equity to introduce strategic investors [31] - Huafeng Technology has reduced its fundraising target for a private placement to no more than 972 million yuan [32] - Mindray Medical's chairman plans to increase his stake in the company by 200 million yuan [33] Group 12 - Zhongman Petroleum's shareholders plan to reduce their holdings by up to 3% [35] - Innovation New Materials' shareholder intends to reduce their stake by up to 1% [37] - Guangdong Construction has signed a framework agreement to establish a quality testing base in Linzhi Economic Development Zone [39]

格隆汇11月28日｜中曼石油(603619.SH)今日低开低走，盘中一度跌4.9%至22.13元，股价创11月14日以来约半个月新低。中曼石油公告，朱逢学、上海共荣 投资中心、上海共远投资中心合计持有3330.13万股，占7.21%。三方计划自公告披露后15个交易日后的三个月内，通过集中竞价与大宗交易合计减持不超过 1386.9万股，占3%。(格隆汇) ...

Core Viewpoint - Zhongman Petroleum and Natural Gas Group Co., Ltd. announced a share reduction plan by major shareholders due to personal funding needs, involving a total reduction of up to 13,869,000 shares, accounting for 3% of the total share capital [2] Group 1: Share Reduction Plan - Major shareholders, including Zhu Fengxue and Shanghai Gongrong Investment Center, plan to reduce their holdings by up to 4,623,000 shares through centralized bidding and up to 9,246,000 shares through block trading [2] - The total planned reduction represents 3% of the company's total share capital [2] Group 2: Company Overview - Zhongman Petroleum was established on June 13, 2003, with a registered capital of 4,623.38461 million RMB, and is headquartered in the China (Shanghai) Pilot Free Trade Zone [2] - The company is primarily engaged in exploration and development, oil service engineering, and petroleum equipment manufacturing [2] Group 3: Financial Performance - The company's revenue for 2022, 2023, 2024, and the first three quarters of 2025 were 3.065 billion RMB, 3.732 billion RMB, 4.135 billion RMB, and 2.985 billion RMB, reflecting year-on-year growth rates of 73.98%, 16.67%, 10.79%, and a decline of 2.18% respectively [3] - The net profit attributable to shareholders for the same periods were 503 million RMB, 810 million RMB, 726 million RMB, and 453 million RMB, with year-on-year growth rates of 580.35%, 67.88%, a decline of 10.58%, and a decline of 32.18% respectively [3] - The company's asset-liability ratios for the same periods were 67.88%, 68.66%, 64.32%, and 63.51% [3] Group 4: Risk Information - The company has 241 internal risk alerts and 66,385 external risk alerts, with a historical total of 2 risk alerts and 205 current warning alerts [3]