截至2025年5月23日收盘，中曼石油（603619）报收于17.23元，较上周的17.3元下跌0.4%。本周，中曼 石油5月22日盘中最高价报18.0元。5月20日盘中最低价报16.92元。中曼石油当前最新总市值79.66亿 元，在油服工程板块市值排名6/13，在两市A股市值排名1927/5148。 本周关注点 机构调研要点 5月15日2025年上海辖区上市公司年报集体业绩说明会上，中曼石油就多个问题进行了回答： 公司2024年在国内温宿区块及海外伊拉克项目均取得勘探进展。温宿区块、哈萨克斯坦坚戈油田、岸边 油田三个油田的地质储量规模为约1.33亿吨。柯柯牙油田、红旗坡油田、赛克油田合计新申报探明石油 地质储量1,323.42万吨，天然气探明储量14.02亿方；哈萨克斯坦坚戈油田C1+C2地质储量为7,853.50万 吨；岸边油田储量经评估约2,523.20万吨；伊拉克EBN区块、MF区块预测石油地质储量和资源量合计达 18.08亿吨，预测溶解气储量合计达2,009亿立方米。 公司针对国际油价波动的风险已制定多项应对措施，包括依托一体化业务优势及低成本竞争优势，巩固 公司持续盈利能力，积极拥抱数字化转型，优 ...

答：您好！公司拥有丰富的油气资源，通过已有区块勘探发现和竞标新区块持续提升资源量，形成有效接 替。公司温宿区块、哈萨克斯坦坚戈油田、岸边油田三个油田，经中哈两国主管部门批复及知名储量评估 机构落实的地质储量规模为约1.33亿吨，其中温北油田温7区块探明石油地质储量3,011万吨。柯柯牙油 田、红旗坡油田、赛克油田合计新申报探明石油地质储量1,323.42万吨，天然气探明储量14.02亿方；哈萨 克斯坦坚戈油田合计C1+C2地质储量为7,853.50万吨；岸边油田储量经评估约2,523.20万吨；伊拉克EBN区 块、伊拉克MF区块预测石油地质储量和资源量合计达18.08亿吨，预测溶解气储量合计达2,009亿立方米。 柯柯牙油田、红旗坡油田、赛克油田新申报储量及伊拉克两个区块预测储量和资源量均为2024年新增，感 谢您对公司的关注。 证券之星消息，2025年5月20日中曼石油（603619）发布公告称公司于2025年5月15日召开业绩说明会。 具体内容如下： 问：根据年报披露，公司2024年在国内温宿区块及海外伊拉克项目均取得勘探进展。能否具体说明当前已 探明油气储量的同比变化情况？ 问：今年国际油价下跌幅度很大 ...

证券代码：603619 证券简称：中曼石油 公告编号：2025-028 中曼石油天然气集团股份有限公司 关于召开2024年年度股东大会的通知 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、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (四)现场会议召开的日期、时间和地点 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 5 日 至2025 年 6 月 5 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票 ...

证券代码：603619 股票简称：中曼石油 公告编号：2025-027 中曼石油天然气集团股份有限公司 （一）担保基本情况 公司发生的对外担保均为公司为子/孙公司提供的担保及子公司之间进行的 担保，因担保发生频次较高，且金融机构多以合同的提交审批时间为签署时间， 因此公司按月汇总披露实际发生的担保情况。2025 年 4 月，公司为以下全资子/ 孙公司的授信业务提供了担保，具体情况如下： 关于 2025 年 4 月份提供担保的进展公告 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: 被担保人名称：中曼石油天然气集团股份有限公司（以下简称"公司"） 全资子公司中曼石油装备集团有限公司（以下简称"中曼装备集团"）、公司全 资子公司中曼石油钻井技术有限公司(以下简称"中曼钻井")、公司全资孙公司 四川中曼石油设备制造有限公司（以下简称"四川中曼"） 本次为中曼装备集团、中曼钻井向北京银行股份有限公司上海分行分别 申请 1,000 万元人民币银行授信提供连带责任保证担保；本次为四川中曼向中信 银行股份有限公司成都分行申请 ...

Group 1 - The company will participate in the 2025 Shanghai Stock Exchange annual report collective performance briefing on May 15, 2025, from 15:00 to 16:30 [2][4][5] - The purpose of the briefing is to provide investors with a comprehensive understanding of the company's 2024 operational results and financial status [2][3] - Investors can submit questions from May 8 to May 14, 2025, and the company will address commonly asked questions during the briefing [2][6] Group 2 - The briefing will be held in an online interactive format at the Shanghai Stock Exchange Roadshow Center [3][4] - Key personnel attending the briefing include the Chairman, President, Senior Vice President and CFO, Independent Director, and Secretary of the Board [5][6] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [6]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported significant growth in Q1 2025, with operating revenue reaching 943 million yuan, a year-on-year increase of 16.90% and a quarter-on-quarter decrease of 12.96%. The net profit attributable to shareholders was 230 million yuan, up 32.95% year-on-year and up 300.73% quarter-on-quarter [2][6]. - The company’s oil production increased steadily, with Q1 2025 crude oil production at 218,800 tons, a year-on-year increase of 10.62%. The total oil and gas equivalent production was 277,200 tons, up 28.51% year-on-year [12]. - The company has rich oil reserves, with significant new geological reserves reported, indicating promising future growth potential. The EBN and MF blocks in Iraq have substantial oil reserves, with EBN block estimated at 1.2365 billion barrels and MF block at 281.3 million barrels [12]. Financial Performance - In Q1 2025, the company achieved a net cash flow from operating activities of 215 million yuan, a year-on-year increase of 45.72% [2][6]. - Basic earnings per share for Q1 2025 were 0.50 yuan, reflecting a year-on-year growth of 16.28% [2][6]. - The company forecasts net profits for 2025 to be 840 million yuan, with corresponding price-to-earnings ratios of 8.8X, 5.9X, and 5.1X for 2025, 2026, and 2027 respectively [12].

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： 会议召开时间：2025 年 05 月 15 日（星期四）15:00-16:30 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 05 月 08 日（星期四） 至 05 月 14 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ssbgs@zpec.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 证券代码：603619 股票简称：中曼石油 公告编号：2025-026 中曼石油天然气集团股份有限公司 关于参加 2025 年上海辖区上市公司年报集体业绩说明会的公告 董事会秘书：石明鑫先生 中曼石油天然气集团股份有限公司（以下简称"公司"）已于 2025 年 4 月 25 日发布公司 2024 年年度报告，为便于广大投资者更全面深入地了解公司 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [5] Core Views - In 2024, the company is expected to achieve an operating revenue of 4.14 billion yuan, representing a year-on-year growth of 10.8%, while the net profit attributable to the parent company is projected to be 730 million yuan, a decrease of 10.6% due to increased financial expenses from currency exchange and interest costs [1] - In Q1 2025, despite a decline in Brent crude oil prices, the company achieved a net profit of 230 million yuan, reflecting a year-on-year increase of 33.0% due to its integrated capabilities [1] - The company signed development contracts for oil and gas blocks in Iraq, with significant geological reserves identified [2] Financial Performance and Forecast - The company’s revenue is projected to grow from 3.73 billion yuan in 2023 to 8.26 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 23% [4] - The net profit attributable to the parent company is expected to increase from 809.88 million yuan in 2023 to 1.76 billion yuan in 2027, with a notable growth rate of 74.81% in 2025 [4] - Earnings per share (EPS) are forecasted to rise from 1.75 yuan in 2023 to 3.82 yuan in 2027 [4] Production and Cost Analysis - In 2024, the company’s crude oil production is estimated at 655,000 tons, with a sales revenue of 1.93 billion yuan from domestic crude oil sales [2] - The average realized price for crude oil is calculated at 3,368 yuan per ton, equivalent to 67.7 USD per barrel, while the unit cost for domestic crude oil operations is 1,407 yuan per ton, or 28.3 USD per barrel [2] Strategic Developments - The company’s subsidiary signed contracts for the development of the EBN and MF blocks in Iraq, with substantial oil reserves identified [2]

Investment Rating - The investment rating for Zhongman Petroleum (603619.SH) is "Buy" [1] Core Views - The report highlights that in Q1 2025, Zhongman Petroleum achieved a significant year-on-year revenue increase of 17%, reaching 943 million yuan, while the net profit attributable to shareholders rose by 34% to 230 million yuan [1][3] - The increase in profits is primarily attributed to the engineering segment, which saw a substantial recovery compared to the previous year [3] - The company’s oil and gas production increased by 28.51% year-on-year, totaling 277,200 tons, with crude oil production at 218,800 tons, reflecting a 10.62% increase [3] - The report anticipates continued strong performance for the company, projecting net profits of 903 million yuan, 1.181 billion yuan, and 1.697 billion yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 24.5%, 30.8%, and 43.6% [3][4] Financial Summary - For Q1 2025, the company reported a gross margin of 45.98% and a net margin of 26.17%, with financial expenses turning negative at -22.63 million yuan compared to 39.27 million yuan in the same period last year [3] - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 1.95 yuan, 2.56 yuan, and 3.67 yuan respectively, with corresponding price-to-earnings (P/E) ratios of 8.03, 6.14, and 4.28 [3][4] - The report indicates that the company’s total revenue is expected to grow from 4.485 billion yuan in 2025 to 6.766 billion yuan in 2027, with a compound annual growth rate of 27.1% [4]

Investment Rating - The investment rating for Zhongman Petroleum (603619.SH) is "Buy" [1] Core Views - The report highlights that in Q1 2025, Zhongman Petroleum achieved a revenue of 943 million yuan, representing a year-on-year increase of 17% but a quarter-on-quarter decrease of 12.96%. The net profit attributable to the parent company was 230 million yuan, up 34% year-on-year and 301% quarter-on-quarter [1][3] - The report indicates that the increase in net profit is primarily driven by the engineering segment, which saw significant profit growth compared to the previous year when it faced challenges due to rig relocations [3] - The company’s oil and gas production totaled 277,200 tons in Q1 2025, reflecting a year-on-year increase of 28.51%, with crude oil production at 218,800 tons, up 10.62% year-on-year [3] - The report notes that the development of the Iraq oil and gas blocks is progressing steadily, with the first joint management meeting for the EBN and MF projects completed, which is expected to positively impact future operational performance [3] Financial Summary - For the fiscal years 2023 to 2027, the total revenue is projected to grow from 3,732 million yuan in 2023 to 6,766 million yuan in 2027, with year-on-year growth rates of 16.7%, 10.8%, 8.5%, 18.7%, and 27.1% respectively [4] - The net profit attributable to the parent company is forecasted to increase from 812 million yuan in 2023 to 1,697 million yuan in 2027, with year-on-year growth rates of 68.3%, -10.6%, 24.5%, 30.8%, and 43.6% [4] - The report projects the earnings per share (EPS) to rise from 1.76 yuan in 2023 to 3.67 yuan in 2027, with corresponding price-to-earnings (P/E) ratios decreasing from 8.94 to 4.28 [4][3]