证券代码：603619 证券简称：中曼石油 公告编号：2025-068 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展期的公告 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 87,900,528 股， 占公司总股本的 19.01%。本次质押展期后，中曼控股持有公司股份累计质押数 量为 48,358,600 股，占其持股数量的 55.02%； 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 公司于 2025 年 11 月 11 日接到控股股东中曼控股的通知，获悉其将质押给 华安证券股份有限公司的 20,000,000 股无限售流通股办理了质押展期，具体情况 如下： 一、 上市公司股份质押 股东 名称 是否为 控股股 东 本次质押 股数 是否为限 售股（如 是，注明限 售类型） 是否 补充 质押 质押 起始日 质押 到期日 本次质押 展期后到 期日 质权人 ...

证券代码：603619 证券简称：中曼石油 公告编号：2025-069 中曼石油天然气集团股份有限公司 关于 2025 年 10 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： | 担保对象一 | 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 | 1,000 万元 | | | | 实际为其提供的担保余额 | 21,000 万元 | | | | 是否在前期预计额度内 | □否 是 | □不适用：_________ | | | 本次担保是否有反担保 | 是 否 | □不适用：_________ | | | 被担保人名称 | | 四川中曼电气工程技术有限公司 （以下简称"中曼电气"） | | | 本次担保金额 | 1,000 万元 | | | 担保对象二 | 实际为其提供的担保余额 | 4,200 万元 | | | | 是否在前期预计额度内 | 是 □否 | ...

Core Viewpoint - Zhongman Petroleum announced that its controlling shareholder, Zhongman Holdings, has pledged 20 million unrestricted circulating shares to Huazheng Securities, extending the pledge period until November 11, 2026, for debt replacement purposes [1] Group 1: Shareholding and Pledge Details - Zhongman Holdings holds 87.9005 million shares, accounting for 19.01% of the total share capital [1] - The pledged shares represent 22.75% of Zhongman Holdings' total holdings and 4.33% of the company's total share capital [1] - After the pledge extension, Zhongman Holdings has cumulatively pledged 48.3586 million shares, which is 55.02% of its holdings and 10.46% of the company's total share capital [1] Group 2: Financial Implications - There are 10.4043 million pledged shares maturing within the next six months, corresponding to a financing principal of 100 million yuan [1]

Core Viewpoint - Zhongman Petroleum announced that its controlling shareholder, Zhongman Holdings, holds 87.9005 million shares, accounting for 19.01% of the total share capital. The shareholder will extend the pledge of 20 million unrestricted circulating shares to Huazhong Securities, with the new maturity date set for November 11, 2026, which represents 22.75% of its holdings and 4.33% of the company's total share capital. The financing is intended for debt replacement [1] Summary by Sections - Shareholding Structure - Zhongman Holdings holds 87.9005 million shares, representing 19.01% of the total share capital [1] - Pledge Details - 20 million unrestricted circulating shares will be pledged to Huazhong Securities, with the maturity date extended to November 11, 2026 [1] - This pledge accounts for 22.75% of Zhongman Holdings' total shares and 4.33% of the company's total share capital [1] - Pledge Status - After the extension, Zhongman Holdings has cumulatively pledged 48.3586 million shares, which is 55.02% of its holdings and 10.46% of the company's total share capital [1] - There are 10.4043 million shares with a maturity date in the next six months, corresponding to a principal amount of 100 million yuan [1]

Core Viewpoint - The oil service engineering sector experienced a slight decline of 0.06% on November 11, with Zhongman Petroleum leading the drop. The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1]. Group 1: Market Performance - The oil service engineering sector's stocks showed mixed performance, with notable gainers including: - Bomaike (603727) at 14.46, up 1.69% with a trading volume of 32,500 lots and a turnover of 47.01 million yuan [1]. - Mo Hua Oil Service (600871) at 2.35, up 0.86% with a trading volume of 1.81 million lots [1]. - Huibo Yin (002554) at 3.65, up 0.83% with a trading volume of 346,200 lots [1]. - Conversely, Zhongman Petroleum (603619) closed at 21.88, down 1.53% with a trading volume of 86,700 lots and a turnover of 191 million yuan [2]. Group 2: Capital Flow - The oil service engineering sector saw a net outflow of 145 million yuan from main funds, while retail investors contributed a net inflow of 176 million yuan [2]. - Specific stock capital flows included: - Qian Neng Heng Xin (300191) with a main fund net inflow of 8.26 million yuan, but a net outflow from retail investors of 3.34 million yuan [3]. - Zhongyou Engineering (600339) had a main fund net inflow of 7.16 million yuan, with retail investors also showing a net outflow [3]. - The overall trend indicates a shift in investor sentiment, with retail investors showing resilience despite the outflows from institutional and speculative funds [2][3].

Investment Rating - The report maintains a "Buy" rating for key companies in the petrochemical sector, specifically recommending China National Petroleum, China Petroleum & Chemical, CNOOC, Zhongman Petroleum, and New Natural Gas [4]. Core Views - OPEC+ has decided to pause production increases in Q1 2026, with a planned increase of 137,000 barrels per day in December 2025. The next meeting is scheduled for November 30, 2025. The market sentiment has improved due to this decision, but concerns about weak demand and oversupply remain, leading to expectations of price fluctuations in the short term [1][7]. - The report highlights the impact of U.S. sanctions on Russian oil producers, which has led Turkish refiners to reduce purchases of Russian crude and seek alternatives from Iraq, Libya, Saudi Arabia, and Kazakhstan [1][7]. Summary by Sections Industry Investment Rating - The report recommends focusing on industry leaders with strong performance and high dividends, specifically China National Petroleum, China Petroleum & Chemical, and CNOOC, due to their stable earnings and growth potential [10]. Oil Supply and Demand - As of October 31, 2025, U.S. crude oil production reached 13.65 million barrels per day, an increase of 10,000 barrels from the previous week. Refinery throughput also rose to 15.26 million barrels per day, up by 40,000 barrels [8][9]. - U.S. crude oil inventories increased, with strategic reserves at 409.6 million barrels, up by 500,000 barrels week-on-week [9]. Price Trends - As of November 7, 2025, Brent crude oil futures settled at $63.63 per barrel, down 2.21% from the previous week, while WTI futures settled at $59.75 per barrel, down 2.02% [8][34]. - The report notes a decrease in LNG prices in Northeast Asia, with the price at $11.02 per million British thermal units, down 1.63% week-on-week [8][37]. Company Performance - The report indicates that the petrochemical sector has outperformed the broader market, with a 4.6% increase in the sector compared to a 0.8% increase in the CSI 300 index as of November 7, 2025 [11][14]. - Key companies such as Zhongjie Oil and Gas and Hengtong Petrochemical have shown significant weekly gains, with increases of 15.61% and 8.20%, respectively [16].

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported a revenue of 2.985 billion yuan for the first three quarters of 2025, a year-on-year decrease of 2.18%. The net profit attributable to the parent company was 453 million yuan, down 32.18% year-on-year [2][6]. - In Q3 2025, the company achieved a revenue of 1.003 billion yuan, a year-on-year decrease of 11.44% and a quarter-on-quarter decrease of 3.31%. The net profit attributable to the parent company was 153 million yuan, down 36.38% year-on-year but up 117.37% quarter-on-quarter [2][6]. - The company’s oil production steadily increased, with Q3 2025 production reaching 234,300 tons, a quarter-on-quarter increase of 6.5% [12]. Summary by Sections Financial Performance - For Q3 2025, the company reported a net profit of 153 million yuan, with a quarter-on-quarter increase of 117.37% and a year-on-year decrease of 36.38%. The non-recurring net profit was 141 million yuan, with a quarter-on-quarter increase of 104.10% [2][6]. - The total revenue for the first three quarters of 2025 was 2.985 billion yuan, with a net profit of 453 million yuan, reflecting a significant decline compared to the previous year [2][6]. Production and Reserves - The company’s oil production from the Wensu project reached 164,900 tons in Q3 2025, a quarter-on-quarter increase of 5.6%. The production from the Jiange project was 69,400 tons, a year-on-year increase of 30.94% and a quarter-on-quarter increase of 8.6% [12]. - The company has rich oil and gas reserves, with significant geological reserves reported in various projects, including the Wensu oilfield and the Kazakhstan Jiange oilfield [12]. Future Outlook - The company is expected to see growth in net profit, with projections of 590 million yuan, 850 million yuan, and 1.04 billion yuan for the years 2025 to 2027, respectively, assuming an oil price of approximately 60 USD per barrel [12]. - The company maintains a strong position as the first private enterprise in China to own oil fields, indicating potential for future growth [12].

Core Viewpoint - The oil service engineering sector experienced a slight increase of 0.56% on November 7, with Zhongman Petroleum leading the gains, while the overall market indices, Shanghai Composite and Shenzhen Component, saw declines of 0.25% and 0.36% respectively [1] Group 1: Market Performance - The closing price of Zhongman Petroleum was 22.04, reflecting a rise of 2.51% with a trading volume of 180,900 shares and a transaction value of 397 million yuan [1] - Tongyuan Petroleum closed at 6.18, up by 1.31%, with a trading volume of 919,200 shares and a transaction value of 567 million yuan [1] - The oil service engineering sector's main stocks showed mixed performance, with some stocks like Shihua Oil Service declining by 0.43% [1][2] Group 2: Capital Flow - The oil service engineering sector saw a net outflow of 96.59 million yuan from institutional investors and 71.46 million yuan from speculative funds, while retail investors contributed a net inflow of 168 million yuan [2] - Zhongman Petroleum had a net inflow of 36.25 million yuan from institutional investors, while retail investors saw a net outflow of 33.23 million yuan [3] - The overall capital flow indicates a cautious sentiment among institutional and speculative investors, contrasting with retail investor activity [2][3]

Core Viewpoint - The company, Zhongman Petroleum and Natural Gas Group Co., Ltd., will participate in the 2025 Shanghai-listed companies' third-quarter collective performance briefing on November 13, 2025, to discuss its operational results and financial status for the first three quarters of 2025 [2][3]. Group 1: Meeting Details - The meeting is scheduled for November 13, 2025, from 15:00 to 16:30 [6]. - It will be held at the Shanghai Stock Exchange Roadshow Center and conducted in an interactive online format [4][6]. - Participants will include the company's Chairman, Mr. Li Chundi, President, Mr. Li Shiguang, and Secretary of the Board, Mr. Shi Mingxin [4]. Group 2: Investor Participation - Investors can log in to the Shanghai Stock Exchange Roadshow Center to participate in the briefing and ask questions [5]. - Questions can be submitted from November 7 to November 12, 2025, through the Roadshow Center's website or via the company's email [5][6]. - The company will address commonly asked questions during the briefing [3][5].

证券之星消息，截至2025年11月6日收盘，中曼石油(603619)报收于21.5元，上涨1.46%，换手率 2.53%，成交量11.7万手，成交额2.5亿元。 11月6日的资金流向数据方面，主力资金净流出1377.68万元，占总成交额5.51%，游资资金净流入 1215.17万元，占总成交额4.86%，散户资金净流入162.5万元，占总成交额0.65%。 近5日资金流向一览见下表： | 指标 | 中曼石油 | 采掘行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 99.4亿元 | 164.08亿元 | 9 21 | | 净资产 | 1 46.28亿元 | 88.32亿元 | 8 21 | | 净利润 | 4.53亿元 | 5.8亿元 | 8 21 | | 市盈率(动) | 16.44 | 25.87 | 3 21 | | 市净率 | 2.29 | 9.84 | 7 21 | | 毛利率 | 44.6% | 21.54% | 2 21 | | 净利率 | 15.76% | 4.85% | 4 21 | | ROE | 10.86% | -0.17% | 3 21 ...