Market Overview - The oil service engineering sector experienced a decline of 0.68% on October 31, with Renji Co. leading the drop [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Notable gainers in the oil service sector included: - Zhongman Petroleum (Code: 619809) with a closing price of 20.95, up 5.81% and a trading volume of 318,700 shares, totaling 665 million yuan [1] - Tongyuan Petroleum (Code: 300164) closed at 5.84, up 1.39% with a trading volume of 505,700 shares [1] - Conversely, Renji Co. (Code: 002629) saw a significant decline of 8.31%, closing at 8.61 with a trading volume of 891,800 shares, amounting to 832 million yuan [2] Capital Flow - The oil service sector saw a net outflow of 58.86 million yuan from institutional investors, while retail investors contributed a net inflow of 78.59 million yuan [2] - The capital flow for specific stocks indicated: - Zhongman Petroleum had a net inflow of 24.96 million yuan from institutional investors, while retail investors contributed a net inflow of 18.49 million yuan [3] - Renji Co. experienced a net outflow of 77.29 million yuan from institutional investors [3]

来源：上海证券报·中国证券网 上证报中国证券网讯 10月30日，博迈科披露2025年第三季度报告，前三季度实现营收13.23亿元，净利 润2,340.97万元。 值得一提的是，报告期，作为三季度的经营亮点，博迈科及全资子公司天津博迈科再次签署海上浮式生 产储卸油船（FPSO）项目合同，金额达1.9亿至2.4亿美元。该项目涵盖FPSO上部模块设计、材料采 购、建造等全链条服务，建成后将部署于全球重要油气产区圭亚那油田，进一步拓展公司在南美能源市 场的影响力。 值得关注的是，此次合作方均为行业领军企业，包括全球领先的FPSO提供商MODEC、工业自动化巨 头ABB及水处理专家VWS。这已是博迈科2025年披露的第二份重大FPSO合同，延续了与MODEC近二 十年的稳定合作关系，彰显其技术标准、质量控制已深度融入国际主流能源供应链体系。博迈科三季度 延续了订单增长势头，天津临港重工建造基地的生产场地、深水码头等硬件优势，以及设计、采购、建 造一体化管理所形成的高效履约能力，更成为其保障订单优质执行的强大基础。 此外，博迈科第三季度单季毛利率超过20%，创下2018年以来的最高值。（张海英） ...

Core Insights - The company reported a significant decline in revenue and profit for the first three quarters of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company achieved a revenue of 1.323 billion yuan for the first three quarters, representing a year-on-year decrease of 24.78% [1] - The net profit attributable to shareholders was 23.41 million yuan, down 75.23% year-on-year [1] - The net profit after deducting non-recurring items was 9.26 million yuan, reflecting a substantial decline of 91.55% compared to the previous year [1] - The basic earnings per share stood at 0.0844 yuan [1]

Core Insights - The company reported a significant decline in revenue and profit for the first three quarters of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company achieved a revenue of 1.323 billion yuan, representing a year-on-year decrease of 24.78% [1] - The net profit attributable to shareholders was 23.41 million yuan, down 75.23% year-on-year [1] - The net profit excluding non-recurring items was 9.26 million yuan, reflecting a substantial decline of 91.55% compared to the previous year [1]

Group 1 - The core point of the article is that Bomaike (SH 603727) held its fifth board meeting on October 30, 2025, to review its Q3 2025 report and other documents [1] - For the year 2024, Bomaike's revenue composition is as follows: 90.46% from offshore oil and gas development modules, 8.87% from natural gas liquefaction modules, and 0.66% from other businesses [1] - As of the report, Bomaike's market capitalization is 3.9 billion yuan [1]

证券代码：603727 证券简称：博迈科 公告编号：临 2025-042 博迈科海洋工程股份有限公司 第五届董事会第五次会议决议公告 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 （一）博迈科海洋工程股份有限公司（以下简称"公司"）第五届董事会第五 次会议的召集、召开程序符合有关法律、行政法规、部门规章、规范性文件和《博 迈科海洋工程股份有限公司章程》的规定。 （二）会议通知于 2025 年 10 月 27 日以电子邮件形式发出。 （三）本次会议于 2025 年 10 月 30 日在公司会议室以现场结合通讯召开。 （四）会议应当出席董事 9 人，实际出席董事 9 人。 （五）会议由彭文成先生主持，公司高级管理人员列席本次会议。 二、董事会会议审议情况 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 博迈科海洋工程股份有限公司董事会 2025 年 10 月 31 日 1 （二）审议通过《博迈科海洋工程股份有限公司 2025 年第三季度报告》。 董事会认为：公司出具的 2025 年第三季度报告 ...

证券代码：603727 证券简称：博迈科 博迈科海洋工程股份有限公司 2025 年第三季度报告 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 博迈科海洋工程股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 单位：元 币种：人民币 | 项目 | 本报告期 | 本报告期比上 | | 年初至报告期 末比上年同期 | | --- | --- | --- | --- | --- | | | | 年同期增减变 动幅度(%) | 年初至报告期末 | 增减变动幅度 (%) | | 营业收入 | 279,764,555.90 | -59.91 | 1,322,705,069.34 | -24.78 | | 利 ...

Market Overview - The oil service engineering sector experienced a decline of 0.82% on October 28, with Keli Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable stock performances included: - Renji Co., Ltd. (002629) rose by 10.01% to a closing price of 9.56, with a trading volume of 355,000 shares and a transaction value of 329 million [1] - Beiken Energy (002828) increased by 1.78% to 11.43, with a trading volume of 421,700 shares and a transaction value of 484 million [1] - Other stocks such as Huibo Yin (002554) and CNOOC Development (600968) saw declines of 0.30% and 0.76%, respectively [1] Capital Flow - The oil service engineering sector saw a net outflow of 33.92 million from institutional investors, while retail investors contributed a net inflow of 20.92 million [2][3] - The capital flow for individual stocks showed mixed results, with Renji Co., Ltd. experiencing a significant net outflow of 46.05 million from institutional investors [3] Individual Stock Analysis - Keli Co., Ltd. (920088) closed at 33.85, down 2.67%, with a trading volume of 31,000 shares and a transaction value of 106 million [2] - Zhongman Petroleum (603619) and Huo Ding Tian Station (600583) also faced declines of 2.08% and 1.61%, respectively [2] - The net inflow from retail investors for stocks like Renji Co., Ltd. was negative, indicating a potential shift in investor sentiment [3]

Market Overview - The oil service engineering sector experienced a decline of 1.83% on October 24, with Junyou Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Notable stock movements included: - Renji Co., Ltd. (002629) rose by 3.03% to a closing price of 61.6, with a trading volume of 293,600 shares and a turnover of 269 million yuan [1] - Junyou Co., Ltd. (002207) fell by 7.51% to a closing price of 8.38, with a trading volume of 607,500 shares and a turnover of 522 million yuan [2] - Other significant declines included Beiken Energy (002828) down 5.88% and Tongxin Petroleum (300164) down 4.72% [2] Capital Flow - The oil service engineering sector saw a net outflow of 185 million yuan from institutional investors, while retail investors contributed a net inflow of 209 million yuan [2][3] - Specific stock capital flows included: - Haiyou Development (600968) had a net inflow of 17.91 million yuan from institutional investors, but a net outflow of 15.76 million yuan from retail investors [3] - Zhongyou Engineering (600339) experienced a net inflow of 14.47 million yuan from institutional investors, with a net outflow of 3.09 million yuan from retail investors [3]

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： 证券代码：603727 证券简称：博迈科 公告编号：临 2025-041 博迈科海洋工程股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 投资者可于 2025 年 10 月 27 日 （星期一） 至 10 月 31 日 （星期五） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过博迈科海洋 工程股份有限公司（以下简称"公司"）邮箱 securities@bomesc.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。 公司拟于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投 资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 03 日 （星期一） 10:00-11:00 举行 2025 年第三季度业绩说明会， 就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成 ...