Group 1 - The stock price of Zhongman Petroleum closed at 19.32 yuan on August 6, 2025, reflecting a 1.20% increase from the previous trading day [1] - The trading volume on that day was 81,000 hands, with a total transaction amount of 156 million yuan [1] - Zhongman Petroleum operates in the extraction industry, covering oil exploration and development, as well as engineering technical services [1] - The company is headquartered in Shanghai and is recognized as a sizable integrated oil enterprise in China [1] Group 2 - Recently, there has been a trend of capital outflow from Zhongman Petroleum, with a net outflow of 4.9532 million yuan on August 6 [1] - Over the past five trading days, the cumulative net outflow reached 88.9223 million yuan [1]

证券代码：603619 证券简称：中曼石油 公告编号：2025-048 中曼石油天然气集团股份有限公司 关于 2025 年 7 月对外担保的进展公告 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 | 四川中曼石油设备制造有限公司 （以下简称"四川中曼"） | | | | --- | --- | --- | --- | --- | | | 本次担保金额 | 5,000 | 万元 | | | 担保对象一 | 实际为其提供的担保余额 | 16,000 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | 是 | 否 | □不适用：_________ | | 担保对象二 | 被担保人名称 本次担保金额 | | | 阿克苏中曼油气勘探开发有限公司 （以下简称"阿克苏中曼"） | | | | 15,000 | 万元 | | | | 实际为其提供的担保余额 | 202,813.30 | | 万元 | | | 是否 ...

Market Performance - The oil service engineering sector rose by 0.6% on August 6, with CNOOC Services leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Notable gainers included: - CNOOC Services (601808) at 14.04, up 1.23% with a trading volume of 80,500 shares and a turnover of 112 million yuan [1] - Zhongman Petroleum (603619) at 19.32, up 1.20% with a trading volume of 81,000 shares and a turnover of 156 million yuan [1] - Huibo Yin (002554) at 2.91, up 1.04% with a trading volume of 280,000 shares and a turnover of 81.09 million yuan [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 58.64 million yuan from institutional investors and 28.80 million yuan from retail investors, while retail investors saw a net inflow of 87.44 million yuan [2] - Individual stock capital flows showed: - Zhongyou Engineering (600339) had a net inflow of 6.99 million yuan from institutional investors [3] - Huibo Yin (002554) had a net inflow of 3.08 million yuan from retail investors [3] - CNOOC Services (601808) saw a net outflow of 6.14 million yuan from institutional investors [3]

金融界消息 截至2025年8月5日收盘，中曼石油（603619）报收于19.09元，下跌0.05%，换手率1.83%， 成交量8.45万手，成交金额1.62亿元。 天眼查商业履历信息显示，中曼石油天然气集团股份有限公司，成立于2003年，位于上海市，是一家以 从事石油和天然气开采业为主的企业。企业注册资本46233.8461万人民币，实缴资本22500万人民币。 公司法定代表人为李春第。 通过天眼查大数据分析，中曼石油天然气集团股份有限公司共对外投资了10家企业，参与招投标项目16 次，知识产权方面有商标信息93条，专利信息115条，此外企业还拥有行政许可14个。 来源：金融界 资金流向方面，今日主力资金净流出2495.37万元，占比成交额15.44%。其中，超大单净流出2318.37万 元、占成交额14.35%，大单净流出177.00万元、占成交额1.1%，中单净流出流出798.90万元、占成交额 4.94%，小单净流入3294.27万元、占成交额20.38%。 中曼石油最新一期业绩显示，截至2025一季报，公司营业总收入9.43亿元、同比增长16.90%，归属净利 润2.30亿元，同比增长32.95%，扣 ...

证券之星消息，8月5日油服工程板块较上一交易日上涨0.78%，准油股份领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。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出3839.84万元，游资资金净流出4082.09万元，散户 资金净流入7921.92万元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002207 | 准油股份 | 7.44 | 3.91% | 28.51万 | 2.10亿 | | 002629 | 仁智股份 | 7.77 | 3.05% | 16.25万 | 1.24亿 | | 600339 | 中油工程 | 3.46 | 1.47% | 35.19万 | 1.21亿 | | 600583 | 海油工程 | 5.57 | 1.46% | 29.83万 1 | 1.66亿 | | 300164 | 通源石油 | 5.31 | 1.34% | 53.16万 | ...

Investment Rating - The report does not explicitly state an investment rating for the oil processing industry Core Insights - The EIA and IEA have raised their global oil supply forecasts for 2025, with predictions of 10510.89 million barrels per day and 10460.15 million barrels per day respectively, reflecting an increase from 2024 [2][33] - Global oil demand is projected to increase in 2025, with IEA, EIA, and OPEC forecasting demand at 10368.24 million barrels per day, 10353.85 million barrels per day, and 10510.00 million barrels per day respectively [2][33] - Oil prices have shown a decline in the first half of 2025, with Brent crude down by 9.77% and WTI down by 10.78% since the beginning of the year [3][9] Summary by Sections Oil Supply - IEA, EIA, and OPEC predict global oil supply for 2025 at 10510.89, 10460.15, and 10396.00 million barrels per day respectively, with year-on-year increases of +209.60, +180.46, and +161.06 million barrels per day [2][33] - For Q3 2025, the predicted supply increases are +251.25, +226.71, and +171.59 million barrels per day [33] Oil Demand - The demand forecasts for 2025 are 10368.24 million barrels per day (IEA), 10353.85 million barrels per day (EIA), and 10510.00 million barrels per day (OPEC), with increases from 2024 of +70.42, +79.72, and +126.00 million barrels per day respectively [2][33] Oil Prices - As of July 23, 2025, Brent crude is priced at 68.51 USD/barrel, WTI at 65.25 USD/barrel, with respective declines of -2.85% and -4.76% over the past month [3][9] Oil Inventory - Predictions for global oil inventory changes in 2025 are +142.65 million barrels per day (IEA), +106.29 million barrels per day (EIA), and -114.00 million barrels per day (OPEC), with an average change of +44.98 million barrels per day [28][2] Related Companies - The report mentions several related companies including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and PetroChina [4]

8月4日，沪深两融数据显示，中曼石油获融资买入额0.23亿元，居两市第703位，当日融资偿还额0.24亿 元，净卖出135.84万元。 融券方面，当日融券卖出0.00万股，净买入0.37万股。 来源：金融界 最近三个交易日，31日-4日，中曼石油分别获融资买入0.65亿元、0.18亿元、0.23亿元。 ...

信达证券近日发布石油行业研究报告：至2025年08月01日当周，布伦特原油期货结算价 为69.67美元/桶，较上周上升2.01美元/桶（+2.97%）；WTI原油期货结算价为67.33美元/ 桶，较上周上升2.17美元/桶（+3.33%）；俄罗斯Urals原油现货价为65.49美元/桶，与上周持 平；俄罗斯ESPO原油现货价为67.15美元/桶，较上周上升1.40美元/桶（+2.13%）。 以下为研究报告摘要： 【原油价格】截至2025年08月01日当周，布伦特原油期货结算价为69.67美元/桶，较上 周上升2.01美元/桶（+2.97%）；WTI原油期货结算价为67.33美元/桶，较上周上升2.17美元/ 桶（+3.33%）；俄罗斯Urals原油现货价为65.49美元/桶，与上周持平；俄罗斯ESPO原油现 货价为67.15美元/桶，较上周上升1.40美元/桶（+2.13%）。 【海上钻井服务】截至2025年7月28日当周，全球海上自升式钻井平台数量为379座，较 上周减少3座，其中欧洲、北美各减少2座，其他地区增加1座；全球海上浮式钻井平台数量 为133座，较上周持平，其中欧洲减少1座，北美增加1座。 【美 ...

Core Viewpoint - The article highlights the accelerating industrial and investment cooperation between China and Middle Eastern countries, particularly in the oil sector, as Chinese private oil companies increase their investments in Iraq amid the withdrawal of Western energy giants [1][2]. Group 1: Investment Opportunities - Chinese private oil companies are expected to double their oil production in Iraq to 500,000 barrels per day by 2030, driven by more attractive contracts [1]. - Iraq's government is eager to attract investments from both Chinese and Western companies, with improvements in the investment environment noted [2]. - Chinese companies, including Intercontinental Oil and Gas, have secured half of the exploration licenses in Iraq last year, indicating a strong presence in the market [1]. Group 2: Market Dynamics - Iraq, the second-largest oil producer in OPEC, plans to increase its oil production capacity by over 50% to more than 6 million barrels per day by 2029 [2]. - The shift in Iraq's oil and gas contract mechanism from fixed fees to profit-sharing aims to accelerate oil development and attract more flexible and risk-taking Chinese private companies [2]. - Smaller Chinese companies can complete oil field development in 2-3 years, compared to 5-10 years for Western firms, showcasing their operational efficiency [4]. Group 3: Cost Efficiency - The management costs of Chinese private oil companies are significantly lower than those of Western counterparts, making them more attractive for projects in Iraq [4]. - The cost of single well development for Chinese companies has been reduced to $4-5 million, nearly half of what it was a decade ago [4]. - Intercontinental Oil and Gas plans to invest $848 million to restore the Tubah oil field's production to 40,000 barrels per day by mid-2027, along with additional infrastructure projects [4]. Group 4: Competitive Landscape - Some Western companies, such as TotalEnergies and BP, are returning to Iraq with significant investment plans, indicating a competitive landscape [5]. - TotalEnergies has signed a $27 billion energy project with Iraq, while BP has reached an agreement for investment in four giant oil fields, pending government approval [5].

石化周报 地缘风险+经济担忧驱动油价宽幅震荡 2025 年 08 月 02 日 ➢ 地缘风险+经济担忧驱动油价宽幅震荡。7 月 14 日，特朗普曾表示，如果俄 罗斯没有在 50 天内同乌克兰达成和平协议，美国将对与俄有贸易的国家征收 100%的"二级制裁性关税"；7 月 28 日特朗普表示将 50 天期限缩短至 10 至 12 天，后于 7 月 29 日表示将期限缩短至 10 天；特朗普还宣布自 8 月 1 日起对 印度商品征收 25%关税，并对其购买俄罗斯石油和武器的行为进行惩罚，同时， 美国官员宣称，若中国持续进口俄罗斯原油，将面临高额关税。受此影响，上半 周油价大幅上涨。此外，7 月 30 日，美国财政部宣布，对伊朗商人穆罕默德·侯 赛因·沙姆哈尼控制的航运网络实施制裁，涉及 50 多个实体和个人以及 50 多艘 运油船和集装箱船；当天，美国国务院也宣布，将参与伊朗石油和石化产品贸易 与运输的 20 个实体列入制裁名单，将 10 艘船只列为冻结资产，这是自 2018 年 美国政府对伊朗"极限施压"以来实施的最大规模制裁。然而，市场依然对经济 前景和 OPEC+增产后造成的供应压力有所担忧，美国 7 月非 ...