Group 1 - The stock of Zhongman Petroleum (603619) closed at 20.79 yuan on August 25, 2025, with an increase of 2.26% and a trading volume of 181,200 hands, resulting in a transaction amount of 372 million yuan [1] - On August 25, the net inflow of main funds was 9.93 million yuan, accounting for 2.67% of the total transaction amount, while retail investors had a net outflow of 15.78 million yuan, accounting for 4.24% [1] - Over the past five days, the stock has experienced fluctuations in fund flows, with significant net inflows and outflows from different investor categories [1] Group 2 - Zhongman Petroleum's total market value is 9.612 billion yuan, with a net asset of 4.536 billion yuan and a net profit of 230 million yuan, ranking 9th, 8th, and 8th respectively in the industry [2] - The company reported a revenue of 943 million yuan in Q1 2025, a year-on-year increase of 16.9%, and a net profit of 230 million yuan, up 32.95% year-on-year [2] - The company's gross profit margin stands at 45.97%, significantly higher than the industry average of 20.83%, indicating strong operational efficiency [2]

Market Performance - The oil service engineering sector increased by 0.86% on August 25, with Zhongman Petroleum leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Zhongman Petroleum (60361a) closed at 20.79, up 2.26% with a trading volume of 181,200 shares and a transaction value of 372 million [1] - Tongyuan Petroleum (300164) closed at 5.47, up 2.24% with a trading volume of 998,000 shares and a transaction value of 544 million [1] - Other notable stocks include Yingsi Thought (601808) at 14.62 (+1.39%), Huibo Yin (002554) at 3.01 (+1.01%), and PetroChina Engineering (600339) at 3.63 (+0.83%) [1] Capital Flow - The oil service engineering sector experienced a net outflow of 139 million from institutional investors, while retail investors saw a net inflow of 152 million [2][3] - The detailed capital flow indicates that major stocks like Haiyou Development (600968) had a net inflow of 54.61 million from institutional investors, while Zhongman Petroleum (60361a) had a net inflow of 9.93 million [3]

Company Overview - Zhongman Petroleum is located in Shanghai and was established on June 13, 2003, with its listing date on November 17, 2017 [1] - The company specializes in exploration and development, oilfield engineering, and petroleum equipment manufacturing [1] - Main business revenue composition includes crude oil and its derivatives (56.27%), drilling engineering services (34.32%), drilling rig and accessories sales and leasing (7.89%), others (1.18%), and petroleum and products (0.35%) [1] Stock Performance - As of August 25, Zhongman Petroleum's stock price increased by 2.02%, reaching 20.74 CNY per share, with a total market capitalization of 9.589 billion CNY [1] - Year-to-date, the stock price has risen by 8.80%, with a 6.25% increase over the last five trading days, 7.11% over the last twenty days, and 23.21% over the last sixty days [1] - The company has appeared on the "龙虎榜" (a stock market leaderboard) twice this year, with the most recent occurrence on June 16 [1] Financial Performance - For the period from January to March 2025, Zhongman Petroleum reported a revenue of 943 million CNY, representing a year-on-year growth of 16.86%, and a net profit attributable to shareholders of 230 million CNY, up 33.54% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 888 million CNY, with 718 million CNY distributed over the last three years [3] Shareholder Information - As of March 31, 2025, the number of shareholders increased to 33,500, a rise of 32.40%, while the average circulating shares per person decreased by 12.70% to 13,797 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 5.182 million shares, an increase of 1.1327 million shares from the previous period [3]

Investment Strategy - The report highlights that global oil and gas capital expenditures are on a downward trend, leading to a slowdown in supply growth. Since the signing of the Paris Agreement in 2015, capital expenditures in the oil and gas upstream sector have significantly decreased, with a notable drop of nearly 22% from the 2014 peak [9][29]. - The report indicates that major energy companies are facing increasing pressure from policies aimed at carbon reduction, prompting them to shift focus towards energy transition and renewable projects. This trend is expected to continue, resulting in a sustained reduction in capital expenditures for oil and gas [9][29]. - The report notes that the active drilling rig count in the U.S. remains low, which may lead to a slowdown in U.S. oil production growth. The OPEC+ group is also expected to maintain limited supply increases in the coming year [9][29]. Oil Market - The Brent crude oil price is reported at $67.93 per barrel, reflecting a slight increase of 0.03% week-on-week, while WTI crude oil is at $63.13 per barrel, down 0.28% [31][30]. - The report mentions that geopolitical tensions, particularly the ongoing conflict in Ukraine, have contributed to fluctuations in oil prices, with expectations of resilient demand amid limited supply growth [10][29]. Coal Market - The report states that the average market price for Qinhuangdao port thermal coal (Q5500) is 703 RMB per ton, showing a week-on-week increase of 1.59%. The market is characterized by stable prices, with downstream demand primarily driven by essential purchases [11][12]. - Inventory levels at major ports are reported to be 23.336 million tons, down 1.27% week-on-week, indicating a tightening supply situation [11][12]. - The report highlights that domestic coal production is being affected by weather conditions, but overall supply remains sufficient to meet demand from power plants and the chemical industry [11][12]. Coking Coal Market - The report indicates that the coking coal market is currently in a stalemate, with prices for coking coal remaining stable at 1,610 RMB per ton. The market is influenced by fluctuating raw material prices and the profitability of downstream steel enterprises [14][15]. - The report notes that the average daily pig iron production from 247 steel mills is 2.4082 million tons, reflecting a slight increase of 0.04% week-on-week, which supports the demand for coking coal [14][15]. Natural Gas Market - The report highlights a breakthrough in natural gas helium extraction technology in China, with a new device achieving a helium purity level of 6N9. This development is expected to enhance the domestic helium supply [16][17]. - Natural gas prices in the U.S. have decreased, with the NYMEX natural gas average at $2.81 per million British thermal units, down 2.2% week-on-week [16][17]. Oilfield Services - The report emphasizes that the oilfield services sector is expected to maintain its growth due to government policies aimed at increasing oil and gas reserves. The capital expenditure for major oil companies is projected to remain high, supporting the oilfield services industry's outlook [18][19]. - The global active rig count is reported at 1,621, with a slight increase of 21 rigs week-on-week, indicating ongoing activity in the oilfield services sector [18][19].

Group 1 - The core viewpoint of the article highlights that Zhongman Petroleum's shareholders have a pledge ratio of 14.02% of the total share capital, ranking 639th in the market [1] - As of the last trading day on August 22, shareholders have pledged a total of 64.8286 million shares, with a total market value of 1.318 billion yuan [1] - Zhongman Petroleum's main business includes exploration and development, oil service engineering, and petroleum equipment manufacturing, with key products being equipment manufacturing, leasing, drilling engineering services, and sales of oil and its derivatives [1] Group 2 - The company has experienced a stock price increase of 5.38% over the past year [1] - The chairman and acting general manager of Zhongman Petroleum is Li Chundi [1]

Investment Rating - The report maintains a "Buy" rating for key companies in the petrochemical sector, specifically recommending China National Petroleum Corporation (CNPC), China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), Zhongman Petroleum, and New Natural Gas [4]. Core Insights - The petrochemical industry is entering a phase of "anti-involution," with a focus on potential profit recovery driven by government policies aimed at optimizing supply and eliminating outdated production capacity [2][8]. - Oil prices have shown a slight increase due to geopolitical tensions and sanctions, with Brent crude oil futures settling at $67.73 per barrel, up 2.85% week-on-week [2][42]. - The report highlights the rising U.S. crude oil production, which reached 13.38 million barrels per day, and an increase in refinery throughput to 17.21 million barrels per day, contributing to a decrease in crude oil inventories [3][9]. Summary by Sections Industry Dynamics - The report discusses the ongoing geopolitical situation, particularly the unresolved Russia-Ukraine conflict, which continues to influence oil prices and market sentiment [1][7]. - It notes that the Chinese government is expected to implement a comprehensive restructuring plan for the petrochemical and refining sectors, which could lead to improved profitability for major players like CNPC and Sinopec [2][8]. Market Performance - As of August 22, the CITIC Petroleum and Petrochemical sector index rose by 2.6%, underperforming compared to the CSI 300 index, which increased by 4.2% [12][17]. - Among listed companies, Baomo Co. saw the highest weekly gain of 15.61%, while Hongtian Co. experienced the largest decline of 6.99% [18][19]. Company Forecasts and Valuations - The report provides earnings per share (EPS) forecasts for key companies, with CNPC expected to have an EPS of 0.90 yuan in 2024, while Sinopec is projected at 0.41 yuan [4]. - The report emphasizes the importance of stable performance and high dividend yields in selecting investment targets within the sector [11].

融券方面，当日融券卖出0.44万股，净卖出0.43万股。 来源：金融界 8月21日，沪深两融数据显示，中曼石油获融资买入额0.51亿元，居两市第533位，当日融资偿还额0.66 亿元，净卖出1495.57万元。 最近三个交易日，19日-21日，中曼石油分别获融资买入0.27亿元、0.24亿元、0.51亿元。 ...

证券之星消息，8月21日油服工程板块较上一交易日上涨1.53%，准油股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入2.18亿元，游资资金净流出2526.82万元，散户资 金净流出1.93亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002207 | 准油股份 | 1.19/7 ﺔ | 28.58% | -4378.99万 | -10.50% | -7542.85万 | -18.08% | | 60361a | 中曼石油 | 4037.03万 | 7.78% | -1117.59万 | -2.15% | -2919.44万 | -5.63% | | 300191 | 潜能恒信 | 3541.26万 | 6.80% | -286.08万 | ...

主力资金净流入居前的分别为准油股份（1.19亿元）、中曼石油（4037.03万元）、潜能恒信（3541.26 万元）、通源石油（3406.26万元）、科力股份（3033.94万元）。 8月21日，采掘行业上涨2.3%，今日主力资金流入2.13亿元，成分股18只上涨，3只下跌。 来源：金融界 序号代码名称最新价涨跌幅主力净流入主力净占比1002207准油股份8.110.051.19亿元28.58%2603619中 曼石油20.454.344037.03万元7.78%3300191潜能恒信22.256.413541.26万元6.8%4300164通源石油 5.442.643406.26万元5.18%5920088科力股份42.585.453033.94万元9.03%6601808中海油服 14.492.772815.26万元7.85%7300084海默科技8.552.642289.22万元6.42%8300157新锦动力5.565.91436.63 万元1.62%9600339中油工程3.591.991131.90万元5.45%10920019铜冠矿建24.960.93923.50万元8.37% ...

人民财讯8月21日电，油气板块异动，准油股份（002207）涨停，贝肯能源（002828）、中曼石油 （603619）、中国石化等跟涨。 ...