长江商报消息 ●长江商报记者 张璐 根据第三方储量评估机构数据，坚戈油气田2P原油地质储量为6441万吨，2P原油剩余经济可采储量为 597.53万吨；2P天然气地质储量为218亿方。但天然气开采尚需取得哈萨克斯坦能源部门批准，是否能 取得开采权尚存不确定性，本次交易未考虑天然气储量价值。 值得一提的是，此次交易对手方的最终控制方，正是中曼石油的实际控制人李春第。 中曼石油专注油气领域，稳步扩张。截至2025年6月末，公司总资产达124.8亿元，较上年同期增长 27.3%，创历史新高。 拟收购实控人油气田资产 9月25日，中曼石油发布公告称，将通过全资子公司中曼海湾收购昕华夏开曼持有的昕华夏迪拜49%股 权。 此前，中曼海湾已持有昕华夏迪拜51%的股权。本次交易完成后，中曼海湾对昕华夏迪拜的持股比例将 正式提升至100%。这也意味着中曼石油将通过间接持股方式，获得哈萨克斯坦坚戈区块油气田的全部 权益，实现对该核心油气资产的全资掌控。 从股权结构来看，本次交易构成关联交易。中曼石油控股股东上海中曼投资控股有限公司和公司实际控 制人李春第合计持有昕华夏能源58.57%的股份。本次交易拟收购的昕华夏迪拜49%股权， ...

Investment Rating - The report recommends a "Buy" rating for major companies in the oil and gas sector, including China National Petroleum Corporation, China Petroleum & Chemical Corporation, China National Offshore Oil Corporation, Zhongman Petroleum, and New Natural Gas [4]. Core Views - The ongoing conflict between Ukraine and Russia has led to increased oil prices due to attacks on Russian oil facilities, impacting supply chains and causing fuel shortages in Russia [1][8]. - Iraq's oil production and export flexibility are expected to improve, which may enhance compliance with OPEC+ production quotas in the short term [1]. - The report anticipates that oil prices will remain volatile in the short term due to geopolitical factors and OPEC+'s concentrated pricing power [1][8]. Summary by Sections Industry Investment Rating - The report provides a "Buy" recommendation for key players in the oil and gas sector, highlighting their stable performance and high dividend yields [4]. Market Overview - As of September 26, 2025, Brent crude oil futures settled at $70.13 per barrel, up 5.17% week-on-week, while WTI futures settled at $65.72 per barrel, up 4.85% [9][36]. - The U.S. crude oil production increased to 13.5 million barrels per day, with refinery throughput rising to 16.48 million barrels per day [9][10]. Company Performance - The report highlights the performance of various companies, with China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China National Offshore Oil Corporation being recommended for their strong fundamentals and dividend policies [4][12]. Oil Supply and Demand - U.S. crude oil inventories decreased, with commercial crude oil stocks at 41.475 million barrels, down 61,000 barrels week-on-week [10]. - The report notes that geopolitical tensions and OPEC+ decisions will continue to influence oil supply and demand dynamics [1][8]. Natural Gas Market - The NYMEX natural gas futures price closed at $2.86 per million British thermal units, down 1.99% week-on-week, while Northeast Asia's LNG price was $11.21 per million British thermal units, down 3.25% [9][44].

证券日报网讯中曼石油（603619）9月26日在互动平台回答投资者提问时表示，目前坚戈油田产品销售 是用当地币坚戈币结算的。 ...

证券日报网讯 中曼石油9月26日在互动平台回答投资者提问时表示，公司会定期评估汇率风险，分析外 汇风险敞口，动态调整汇率风险管理策略。后续也将综合考虑当地金融环境、合同条款以及相关外汇政 策等多方面因素，优化结算方式和结算周期，最大限度降低汇率波动对公司业绩的影响。利息费用主要 含银行贷款利息、汇兑损失等。 （编辑 任世碧） ...

Company Overview - Zhongman Petroleum has seen its stock price increase by 1.19% year-to-date, with a recent 5-day increase of 1.21%, a 20-day decrease of 1.43%, and a 60-day decrease of 2.10% [2] - The company was established on June 13, 2003, and went public on November 17, 2017. Its main business includes exploration and development, oilfield engineering, and petroleum equipment manufacturing [2] - The revenue composition of Zhongman Petroleum includes 54.70% from crude oil and its derivatives, 38.43% from drilling engineering services, 5.97% from drilling equipment and parts sales and leasing, and 0.66% from other sources [2] Financial Performance - For the first half of 2025, Zhongman Petroleum achieved a revenue of 1.981 billion yuan, representing a year-on-year growth of 3.29%. However, the net profit attributable to shareholders decreased by 29.81% to 300 million yuan [2] - The company has distributed a total of 888 million yuan in dividends since its A-share listing, with 718 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Zhongman Petroleum had 44,300 shareholders, an increase of 32.16% from the previous period. The average number of circulating shares per shareholder decreased by 24.33% to 10,440 shares [2] - Among the top ten circulating shareholders, Dazhong New锐产业混合A (090018) is the fifth largest with 6.851 million shares, while Hong Kong Central Clearing Limited is the eighth largest with 4.395 million shares, having reduced its holdings by 787,200 shares [3] Market Activity - On September 26, Zhongman Petroleum's stock rose by 2.17%, reaching 19.29 yuan per share, with a trading volume of 82.5754 million yuan and a turnover rate of 0.93%. The total market capitalization is 8.919 billion yuan [1] - The net inflow of main funds was 5.5556 million yuan, with large orders accounting for 23.50% of purchases and 16.78% of sales [1]

Key Points - Yunnan Tourism currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Hongrun Construction is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum intends to acquire a 49% stake in Xinhuaxia Dubai [1] - Qibin Group plans to repurchase shares worth between 100 million to 200 million yuan [2] - Shuanglin Co. has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [2] - Baiya Co.'s controlling shareholder and actual controller's concerted actors plan to reduce their holdings by no more than 2% [2] - Hanyu Pharmaceutical plans to raise no more than 968 million yuan through a private placement [3] - Jihong Co. expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [3]

Group 1 - The Ministry of Commerce has added three US entities, including Huntington Ingalls Industries, to the export control list and three others to the unreliable entity list [1] - The digital RMB international operation center has officially launched in Shanghai, introducing three major business platforms: cross-border digital payment, blockchain service, and digital asset platform [1] - The Ministry of Education and the State Administration for Market Regulation have issued guidelines for the procurement and acceptance management of bulk food ingredients in school canteens, requiring suppliers to have legal operating qualifications [1] Group 2 - The Chinese government is initiating a trade and investment barrier investigation against Mexico due to proposed increases in import tariffs on products from non-free trade partners, including China [1] - The China Foreign Exchange Trading Center announced improvements to the "Swap Connect" mechanism, including an increase in the daily net limit to 45 billion yuan starting October 13, 2025 [1] - The China Securities Investment Fund Industry Association reported that the net asset value of public funds in China has surpassed 36 trillion yuan, reaching a historical high of 36.25 trillion yuan as of August 2025 [1] Group 3 - Five A-share companies, including Pingmei Shenma and Yicheng New Energy, announced that the Henan provincial government will implement a strategic restructuring of two major energy groups, which will not significantly impact their operations [1] - Hanyu Pharmaceutical announced plans to raise no more than 968 million yuan for the research and development of Semaglutide, including domestic injectable and US oral formulations [1] - The financing prosperity index for small and micro enterprises in August 2025 was reported at 54.22 points, indicating a slight decline from July, with overall credit structure continuing to optimize [1] Group 4 - Non-coal Holdings plans to implement a strategic restructuring involving its controlling shareholder [6] - China Railway recently won bids for 11 major projects with a total bid amount of 50.215 billion yuan [6] - Ganfeng Lithium's subsidiary is increasing capital and introducing investors for its lithium battery business [6]

证券代码：603619 证券简称：中曼石油 公告编号：2025-057 中曼石油天然气集团股份有限公司 第四届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 中曼石油天然气集团股份有限公司（以下简称"公司"）第四届董事会第十三次会议的通知于2025年9月 22日以电子邮件、电话等方式发出，会议于2025年9月24日在上海市浦东新区江山路3998号公司会议室 以现场与通讯结合方式召开。 本次会议应当出席的董事8名，实际出席会议的董事8名，会议由董事长李春第先生主持，部分高管列席 了会议。会议的通知、召开符合《公司法》、《公司章程》及有关法律、法规的规定，会议决议有效。 二、董事会会议审议情况 （一）审议通过了《关于收购控股子公司少数股东股权暨关联交易的议案》 本议案已经公司董事会审计委员会、独立董事专门会议审议通过，均一致同意提交公司董事会进行审 议。 关联董事李春第、李艳秋、李世光回避表决，经与会其他董事审议，同意公司全资子公司中曼石油天然 气集团（海湾）公司收购昕华夏国际能 ...

Group 1: Company Announcements - Yunnan Tourism (002059.SZ) currently lacks the capability for robot complete machine design or production [1] - Dongfang Yuhong (002271.SZ) plans to invest 600 million yuan in the construction of a new material industry chain project in Shanglin County [1] - Macro Construction (002062.SZ) is part of a consortium that has pre-won a 1.36 billion yuan engineering project [1] - Zhongman Petroleum (603619.SH) intends to acquire 49% equity in Xinhuaxia Dubai [1] - Qibin Group (601636.SH) plans to repurchase shares worth between 100 million to 200 million yuan [1] - Shuanglin Co., Ltd. (300100.SZ) has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [1] - Zhiya Co., Ltd. (002803.SZ) plans to reduce holdings by no more than 2% of shares by the controlling shareholder and actual controller's concerted actors [1] - Hanyu Pharmaceutical (300199.SZ) plans to raise no more than 968 million yuan through a private placement [2] - Jihong Co., Ltd. (002803.SZ) expects a year-on-year increase of 65.72% to 76.86% in net profit excluding non-recurring gains and losses for the first three quarters [2] Group 2: Project Investments - Longxing Technology (002442.SZ) plans to invest in the energy-saving upgrade and transformation project of carbon black tail gas waste heat power generation [1] - Changqing Group (002616.SZ) intends to invest in the second phase of the Maoming Changqing combined heat and power project and supporting pipeline engineering [1] Group 3: Contract Wins - Shiji Hengtong (301428.SZ) has won a project worth 1.065 billion yuan [1] - Beixin Road and Bridge (002307.SZ) has won a 430 million yuan engineering project [1] - State Grid Information and Communication (600131.SH) subsidiary has won a 605 million yuan project from the State Grid [1]

Core Viewpoint - The company Zhongman Petroleum plans to acquire a 49% stake in Rising Energy International Middle East FZCO for approximately 560 million RMB, aiming for full ownership of the company and its oil and gas assets in Kazakhstan [1][4][3]. Group 1: Acquisition Details - Zhongman Petroleum's wholly-owned subsidiary, Zhongman Haibay, will purchase the 49% stake from China Rising Energy International (Cayman) Co., Limited for 79.3183 million USD, equivalent to about 560 million RMB [4][6]. - Prior to the acquisition, Zhongman Haibay already held a 51% stake in Rising Energy, making it the controlling shareholder [6]. - The transaction is classified as a related party transaction due to the ownership structure, with the ultimate controlling party being Li Chundi, the actual controller of Zhongman Petroleum [2][7]. Group 2: Financial Implications - The independent directors of Zhongman Petroleum believe that the acquisition will enhance the company's oil and gas resource reserves, increase production, and ultimately improve financial performance [8]. - The valuation report indicates that the total equity value of Rising Energy is approximately 1.149 billion RMB, with a book value of 579 million RMB, resulting in a valuation increase of 570 million RMB, representing a 98.54% premium [10][11]. - The increase in value is primarily attributed to long-term equity investments, which saw a valuation rise from 392 million RMB to 963 million RMB, reflecting a 145.41% increase [11]. Group 3: Asset Overview - The project in question, the Jange oil and gas field, is located in southwestern Kazakhstan and is characterized as a medium-sized oil and gas field with developed surrounding infrastructure [12]. - According to a third-party assessment, the Jange oil field has a 2P (Proven and Probable) geological oil reserve of 64.41 million tons, with an economically recoverable reserve of 5.9753 million tons [12].