重要内容提示: 证券代码：603619 股票简称：中曼石油 公告编号：2024-103 中曼石油天然气集团股份有限公司 关于控股股东部分股份质押的公告 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。 2.本次质押股份未被用作重大资产重组业绩补偿等事项的担保或其他保障用 途。 3.股东累计质押股份情况 截止本公告披露日，中曼控股累计质押股份情况如下： | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | | 已质押股份情况 | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | | | | | 已质押 | 已质押 | 未质押 | 未质押 | | 名称 | 持股数量 | 持股比例 | 前累计质 | 后累计质 | 持股份 | 总股本 | 股份中 | 股份中 | 股份中 | 股份中 | | | | | 押数量 | 押数量 | 比例 | 比例 | 限售股 | 冻结股 | 限售股 | 冻结股 | ...

证券代码：603619 股票简称：中曼石油 公告编号：2024-102 中曼石油天然气集团股份有限公司 关于控股股东部分股份解质押的公告 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: 中曼石油天然气集团股份有限公司（以下简称"公司"）控股股东上海中 曼投资控股有限公司（以下简称"中曼控股"）持有公司股份数量 82,142,700 股， 占公司总股本的 17.77%。本次解质押后，中曼控股持有公司股份累计质押数量 为 44,945,247 股，占其持股数量的 54.72%。 公司控股股东中曼控股累计质押股份数量为 44,945,247 股，占其持股比 例的 54.72%；控股股东及其一致行动人累计质押股份数量为 57,945,247 股，占 其持股比例的 50.19%。 一、本次股份解质押的基本情况 公司于 2024 年 11 月 25 日接到中曼控股的通知，获悉中曼控股将质押给厦 门农村商业银行股份有限公司的 11,217,680 股无限售流通股于 2024 年 11 月 22 日办理了解除质押登记手续，具体 ...

证券代码：603619 股票简称：中曼石油 公告编号：2024-100 中曼石油天然气集团股份有限公司 一、 上市公司股份质押 公司于 2024 年 11 月 8 日收到控股股东中曼控股的通知，获悉其将所持有公 司 10,404,300 股无限售流通股于 2024 年 11 月 7 日办理了质押登记手续。具体 情况如下： | | | | 是否为 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 是否 | | 限售股 | | | | | 占其所 | 占公司 | | | 股东 | 为控 | 本次质押 | （如 | 是否补 | 质押 | 质押 | 质权人 | 持股份 | 总股本 | 质押融资资 | | 名称 | 股股 | 股数 | 是，注 | 充质押 | 起始日 | 到期日 | | 比例 | 比例 | 金用途 | | | 东 | | 明限售 | | | | | | | | | | | | 类型） | | | | | | | | 1.本次股份质押基本情况 1 关于控股股东部分股份质押的公告 本 ...

证券代码：603619 股票简称：中曼石油 公告编号：2024-101 中曼石油天然气集团股份有限公司 关于为全资子公司提供担保的公告 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：舟山中曼昆仑能源有限公司(以下简称"舟山中曼") 山港托克拟以预付款方式向公司全资子公司舟山中曼采购货物，公司为全资子 公司舟山中曼向山港托克预收货款提供担保，担保金额不超过人民币 5,000 万元， 担保方式为连带责任保证担保，担保期限为担保债务履行届满之日起两年。 公司已分别于 2024 年 4 月 28 日和 2024 年 5 月 20 日召开第三届董事会第四十 六次会议和 2023 年年度股东大会，审议通过了《关于预计公司 2024 年度对外担保 额度的议案》，具体内容详见公司于 2024 年 4 月 30 日在指定信息披露媒体上发布 的《关于预计公司 2024 年度对外担保额度的公告》（公告编号：2024-026）。 本次拟担保金额在预计额度范围内，无需另行召开董事会及股东大会审议。 二、被担保人基本情况 ...

Key Points Industry Overview 1. **Economic Conditions**: The overall economic situation remains weak, with some support from geopolitical tensions in the Middle East, contributing to oil price stability. [doc id='1'] 2. **Oil Price Trends**: Oil prices experienced a downward trend in the third quarter, with a decrease of 7.3% on a year-on-year basis and 8.2% on a quarter-on-quarter basis. [doc id='1'] 3. **Company Performance**: The company maintained a stable growth rate, with a 6.87% increase in revenue and a 12.6% increase in net profit compared to the same period last year. [doc id='2'] Company Performance 1. **Revenue Breakdown**: The company's revenue was 30.5 billion yuan, with the oilfield development business accounting for 58% of the total, followed by engineering services (3.3%), equipment (8.3%), and trade (remaining portion). [doc id='2'] 2. **Profitability**: The net profit was 6.68 billion yuan, a 12.6% increase year-on-year, with a significant growth of 41.62% in the third quarter. [doc id='2'] 3. **Production Highlights**: The company achieved an oil production of 170,000 tons in the third quarter, a year-on-year increase of 9.18%. The overall production in the first three quarters increased by 12.88%. [doc id='3'] 油田板块 1. **Oilfield Production**: The company achieved an oil production of 170,000 tons in the third quarter, a year-on-year increase of 9.18%. The overall production in the first three quarters increased by 12.88%. [doc id='3'] 2. **New Wells**: The company completed 57 new wells in the first three quarters, with 76 wells put into production, including exploration, appraisal, and development wells. [doc id='3'] 3. **Interval Block**: The company achieved an oil production of 14.17 million tons in the first three quarters, a year-on-year increase of 138.15%. The production cost of the interval block has decreased significantly. [doc id='4'] 钻井板块 1. **Drilling Equipment**: The company has 54 drilling rigs, with an utilization rate of over 90%. [doc id='6'] 装备板块 1. **Equipment Performance**: The equipment business performed well, with new product promotion and order upgrades. [doc id='6'] 其他 1. **Government Subsidies**: The company received government subsidies in the second and third quarters, which were mainly related to trade and oil production. [doc id='15'] 2. **Oil and Gas Sales**: The company sells oil and gas through operation facilities and third-party recovery. [doc id='17'] 3. **Power Generation**: The company uses natural gas for power generation in the field to reduce exploration and development costs. [doc id='18']

Investment Rating - The report maintains an "Outperform the Market" rating for Zhongman Petroleum (603619.SH) with a target price of 21.53 yuan [1][10][9]. Core Views - The company's crude oil production is steadily increasing, with a significant contribution expected from its projects in Iraq. The net profit attributable to shareholders for Q3 2024 increased by 41.62% year-on-year [1][4]. - For the first three quarters of 2024, the company achieved a revenue of 3.051 billion yuan, a year-on-year increase of 6.87%, and a net profit of 668 million yuan, up 12.65% year-on-year [1][4]. - The report highlights the stable growth in oil production from domestic fields and the rapid capacity increase in Kazakhstan, which is expected to drive profitability [1][7]. Financial Performance Summary - In Q3 2024, the company reported revenues of 1.133 billion yuan, a year-on-year increase of 13.23% and a quarter-on-quarter increase of 2.02%. The net profit for the same period was 241 million yuan, reflecting a year-on-year increase of 41.62% but a quarter-on-quarter decrease of 5.84% [1][4]. - The gross margin and net margin for the first three quarters of 2024 were 47.73% and 22.50%, respectively, with slight year-on-year changes [5][1]. - The company’s expenses increased by 1.58 percentage points to 15.78%, primarily due to rising financial and sales costs [5][1]. Production and Project Developments - The Wensu oilfield in China has shown stable production growth, with Q3 2024 production reaching 170,000 tons, a year-on-year increase of 9.18%. The Kazakhstan project saw a remarkable year-on-year production increase of 122.69% in Q3 2024 [7][1]. - The company signed a 20-year development contract for the EBN and MF blocks in Iraq, with estimated geological reserves of approximately 1.722 billion tons of oil and 136.2 billion cubic meters of gas [8][1]. Profit Forecasts - The report adjusts the profit forecasts downward, projecting revenues of 4.339 billion yuan for 2024, 5.258 billion yuan for 2025, and 6.321 billion yuan for 2026. The net profit forecasts are 955 million yuan for 2024, 1.172 billion yuan for 2025, and 1.531 billion yuan for 2026 [9][2]. - The earnings per share (EPS) are expected to be 2.07 yuan for 2024, 2.53 yuan for 2025, and 3.31 yuan for 2026, with corresponding price-to-earnings (PE) ratios of 10.4, 8.5, and 6.5 [9][2].

本次活动将采取网络的方式举行，投资者可以登录"上证路演中心"网站 （https://roadshow.sseinfo.com）或关注微信公众号上证路演中心参与互动交流，活 动时间为 2024 年 11 月 13 日（周三）15:00 至 16:30。 届时公司董事长兼总裁李春第先生、高级副总裁兼财务总监叶吉峰先生、董事 会秘书石明鑫先生将通过网络在线交流形式与投资者就公司治理、发展战略、经营 状况、融资计划、股权激励和可持续发展等投资者关注的问题进行沟通。欢迎广大 投资者积极参与！（如遇特殊情况，出席人员可能进行部分调整）。 特此公告。 中曼石油天然气集团股份有限公司董事会 中曼石油天然气集团股份有限公司 关于参加 2024 年上海辖区上市公司三季报 集体业绩说明会的公告 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。 为进一步加强与广大投资者的沟通交流，中曼石油天然气集团股份有限公司 （以下简称"公司"）将参加"2024 年上海辖区上市公司三季报集体业绩说明会" 活动，现将有关事项公告如下： 证券代码：603619 股票简称 ...

证券代码：603619 股票简称：中曼石油 公告编号：2024-098 中曼石油天然气集团股份有限公司 关于控股股东部分股份解质押的公告 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: 中曼石油天然气集团股份有限公司（以下简称"公司"）控股股东上海中 曼投资控股有限公司（以下简称"中曼控股"）持有公司股份数量 82,142,700 股， 占公司总股本的 17.77%。本次解质押后，中曼控股持有公司股份累计质押数量 为 45,758,627 股，占其持股数量的 55.71%。 公司控股股东中曼控股累计质押股份数量为 45,758,627 股，占其持股比 例的 55.71%；控股股东及其一致行动人累计质押股份数量为 58,758,627 股，占 其持股比例的 50.90%。 一、本次股份解质押的基本情况 公司于 2024 年 11 月 4 日接到中曼控股的通知，获悉中曼控股将质押给王滔 的 5,000,000 股无限售流通股于 2024 年 11 月 1 日办理了解除质押登记手续，具 体情况如下： 1.本次股份被解 ...

Investment Rating - The report maintains a "Recommended" rating for Zhongman Petroleum (603619.SH) [4][6]. Core Views - The company achieved a revenue of 3.051 billion yuan in the first three quarters of 2024, representing a year-on-year growth of 6.87%, and a net profit attributable to shareholders of 668 million yuan, up 12.65% year-on-year [1]. - In Q3 2024, the company reported a revenue of 1.133 billion yuan, a year-on-year increase of 13.23%, and a net profit of 241 million yuan, which is a 41.62% increase year-on-year [1][2]. - The company has signed new oil and gas blocks in Iraq, which are expected to significantly contribute to long-term production growth [3]. Financial Performance - For the first three quarters of 2024, the company’s crude oil production reached 628,000 tons, a year-on-year increase of 28.08% [2]. - The Q3 2024 crude oil production was 223,000 tons, reflecting a year-on-year growth of 24.23% [2]. - The company forecasts net profits of 917 million yuan, 1.218 billion yuan, and 1.516 billion yuan for 2024, 2025, and 2026 respectively, with corresponding EPS of 1.98 yuan, 2.63 yuan, and 3.28 yuan [4][7]. Future Outlook - The report anticipates that global capital expenditure in oil will remain insufficient, leading to a tight supply-demand situation and stable high oil prices, which will benefit the company’s growth [4]. - The company’s production capacity is expected to grow significantly, supported by its integrated cost advantages [4].

Investment Rating - The investment rating for Zhongman Petroleum (603619.SH) is "Buy" [1]. Core Views - The report highlights that in Q3 2024, Zhongman Petroleum achieved a revenue of 3.051 billion yuan, a year-on-year increase of 7%, and a net profit attributable to shareholders of 668 million yuan, up 13% year-on-year. However, the net profit after deducting non-recurring items decreased by 6% year-on-year [1]. - The increase in revenue and profit is primarily attributed to the exploration and development segment as well as the equipment manufacturing segment [1]. - The company’s oil production saw rapid growth, with Q3 2024 oil output reaching 223,000 tons, a year-on-year increase of 24.23% [1]. Financial Performance Summary - For the first three quarters of 2024, the company reported total revenue of 3.051 billion yuan, a 7% increase year-on-year, and a net profit of 668 million yuan, a 13% increase year-on-year. The net profit after non-recurring items was 633 million yuan, down 6% year-on-year [1]. - The operating cash flow for the period was 872 million yuan, up 7% year-on-year, with basic earnings per share at 1.67 yuan, an 11% increase year-on-year [1]. - The gross margin for Q3 was 49.1%, up 1.5 percentage points quarter-on-quarter, while the net margin was 21.6%, down 1.5 percentage points quarter-on-quarter due to increased management, financial, and tax expenses [1]. Production and Development Highlights - The company’s oil production for Q3 2024 was 223,000 tons, with a year-on-year increase of 24.23% and a quarter-on-quarter increase of 7.63%. The production from the Wensu area was 170,000 tons, up 9.18% year-on-year [1]. - The Kange oil field production reached 53,000 tons, a significant year-on-year increase of 122.69% [1]. - The company has entered a rapid capacity expansion phase for the Kange project, with total oil production for the first three quarters of 2024 amounting to 628,000 tons, a year-on-year increase of 28.08% [1]. Future Outlook and Earnings Forecast - The report forecasts net profits for Zhongman Petroleum to be 951 million yuan in 2024, 1.028 billion yuan in 2025, and 1.239 billion yuan in 2026, with year-on-year growth rates of 17.5%, 8.0%, and 20.5% respectively [1]. - The earnings per share (EPS) are projected to be 2.06 yuan in 2024, 2.22 yuan in 2025, and 2.68 yuan in 2026, with corresponding price-to-earnings (P/E) ratios of 9.86, 9.13, and 7.57 [1].