（文章来源：证券日报） 证券日报网讯 12月11日，博迈科在互动平台回答投资者提问时表示，近两年公司执行的项目产品服役 地点主要集中在南美和中东等地区，未涉及对欧盟国家的出口。 ...

（编辑 袁冠琳） 证券日报网讯 12月9日，博迈科在互动平台回答投资者提问时表示，近期公司基本面无重大变化，不存 在应披露未披露事项。2025年度，公司相继签署FPSO大额合同订单，成功拓展苏里南等地区市场，并 刷新公司单条FPSO上部模块合同金额记录。后续公司将继续以"四个一流"战略为指引，持续提高公司 市场竞争力，努力提升公司业绩水平，为投资者创造更大回报。 ...

Core Insights - The oil service engineering sector experienced a slight increase of 0.13% on December 2, with Haiyou Development leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Haiyou Development (600968) closed at 3.86, up 1.58% with a trading volume of 596,000 shares and a transaction value of 228 million yuan [1] - Haiyou Engineering (600583) closed at 5.54, up 1.28% with a trading volume of 441,300 shares and a transaction value of 244 million yuan [1] - Other notable stocks include: - Dongsi Thought (601808) at 14.41, up 0.84% [1] - Zhongyou Engineering (600339) at 3.40, unchanged [1] - Beiken Energy (002828) at 12.18, down 0.49% [1] - Shihua Oil Service (600871) at 2.33, down 0.85% [1] - Tongyuan Petroleum (300164) at 6.05, down 1.31% [1] - Huibo Yin (002554) at 3.55, down 1.66% [1] - Zhongman Petroleum (603619) at 22.24, down 1.94% [1] - Bomai Ke (603727) at 15.35, down 2.17% [1] Capital Flow - The oil service engineering sector saw a net outflow of 210 million yuan from institutional investors, while retail investors contributed a net inflow of 248 million yuan [2][3] - Key stocks with significant capital flow include: - Tongyuan Petroleum (300164) with a net outflow of 40.06 million yuan from institutional investors [3] - Renji Co. (002629) with a net outflow of 33.28 million yuan from institutional investors [3] - Zhongman Petroleum (603619) with a net outflow of 26.94 million yuan from institutional investors [3] - Huibo Yin (002554) with a net outflow of 21.44 million yuan from institutional investors [3] - Haiyou Engineering (600583) with a net outflow of 20.98 million yuan from institutional investors [3]

Core Insights - The oil service engineering sector experienced a rise of 1.78% on December 1, with Keli Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Keli Co., Ltd. (code: 920088) closed at 32.01, with a gain of 6.17% and a trading volume of 39,200 shares, amounting to a transaction value of 123 million yuan [1] - Tongyuan Petroleum (code: 300164) closed at 6.13, up 5.69%, with a trading volume of 1,137,300 shares and a transaction value of 687 million yuan [1] - Zhun Oil Co., Ltd. (code: 002207) closed at 8.68, increasing by 4.20%, with a trading volume of 320,300 shares and a transaction value of 277 million yuan [1] - Other notable performers include Shihua Oil Service (code: 600871) with a 3.07% increase and a closing price of 2.35, and Tian Sihua (code: 601808) with a 2.29% increase, closing at 14.29 [1] Fund Flow Analysis - The oil service engineering sector saw a net outflow of 113 million yuan from institutional investors, while retail investors contributed a net inflow of 168 million yuan [2] - Keli Co., Ltd. had a net inflow of 11.38 million yuan from institutional investors, representing 9.25% of its total trading volume [3] - Other companies like Haiyou Development (code: 600968) and Tongyuan Petroleum experienced mixed fund flows, with Haiyou Development seeing a net inflow of 10.62 million yuan from institutional investors [3]

Market Overview - The oil service engineering sector increased by 0.47% on November 28, with Beiken Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Beiken Energy (002828) closed at 12.21, up 5.35% with a trading volume of 395,000 shares and a turnover of 477 million yuan [1] - Huibo Yin (002554) closed at 3.66, up 5.17% with a trading volume of 454,800 shares and a turnover of 164 million yuan [1] - Zhun Oil Co. (002207) closed at 8.33, up 4.52% with a trading volume of 294,100 shares and a turnover of 242 million yuan [1] - Tongyuan Petroleum (300164) closed at 5.80, up 4.13% with a trading volume of 713,900 shares and a turnover of 410 million yuan [1] - Other notable performers include Keli Co. (920088) and Qian Neng Heng Xin (300191), with increases of 2.20% and 1.86% respectively [1] Capital Flow - The oil service engineering sector saw a net inflow of 91.91 million yuan from institutional investors, while retail investors experienced a net outflow of 74.93 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence while retail investors withdrew funds [2] Individual Stock Capital Flow - Tongyuan Petroleum (300164) had a net outflow of 32.24 million yuan from institutional investors, indicating a lack of confidence [3] - Zhun Oil Co. (002207) experienced a net inflow of 17.01 million yuan from institutional investors, suggesting positive sentiment [3] - Beiken Energy (002828) saw a net inflow of 12.63 million yuan from institutional investors, reflecting strong interest [3]

Core Insights - The stock price of Bomaike increased by 2.17% on November 28, reaching 15.53 CNY per share, with a market capitalization of 4.375 billion CNY [1] - The company has seen a year-to-date stock price increase of 38.24%, with significant gains in the last five trading days (12.62%) and the last 20 days (9.60%) [1] Financial Performance - For the period from January to September 2025, Bomaike reported a revenue of 1.323 billion CNY, a year-on-year decrease of 24.78%, and a net profit attributable to shareholders of 23.41 million CNY, down 75.23% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 416 million CNY, with 153 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, Bomaike had 16,500 shareholders, a decrease of 5.33% from the previous period, with an average of 17,077 circulating shares per shareholder, an increase of 5.63% [2]

Market Overview - The Shanghai Composite Index rose by 0.05% on November 24, with 19 sectors experiencing gains, led by defense and military industry (up 4.31%) and media (up 3.49%) [1] - The oil and petrochemical sector saw the largest decline, down 1.21%, followed by coal, which fell by 1.09% [1] Capital Flow - The main capital outflow from both markets totaled 10.192 billion yuan, with 11 sectors seeing net inflows [1] - The defense and military sector had the highest net inflow of 5.466 billion yuan, while the media sector followed with 2.542 billion yuan [1] - The electronic sector experienced the largest net outflow, totaling 6.708 billion yuan, followed by the power equipment sector with 2.087 billion yuan [1] Oil and Petrochemical Sector Analysis - The oil and petrochemical sector experienced a decline of 1.21%, with a net capital outflow of 530 million yuan [2] - Out of 47 stocks in this sector, 24 rose, including one that hit the daily limit, while 20 fell [2] - The top net inflow stocks included Rongsheng Petrochemical (43.186 million yuan), Huibo Technology (31.2136 million yuan), and Bomaike (25.2525 million yuan) [2] Individual Stock Performance - Major stocks with significant net outflows included China Petroleum (-2.49%, -316.2775 million yuan), China National Offshore Oil Corporation (-3.15%, -157.0026 million yuan), and Guanghui Energy (-0.59%, -42.7184 million yuan) [3][4] - Stocks with notable gains included Bomaike (up 10.01%, 25.2525 million yuan) and Huibo Technology (up 2.65%, 31.2136 million yuan) [4]

AI and Technology - Google has released a new image model, attracting attention in the AI sector [2] - 360, a leader in AI search, has developed the 360 Smart Brain with ten core capabilities and hundreds of detailed functions, reporting a net loss of 120 million in Q3, narrowing from mid-year losses [2] - Jiuxi Software has launched its new generation large model application management platform, Nvwa GPT, which integrates and provides capabilities for large model management and intelligent orchestration [2] Aerospace and Defense - Japan has announced the deployment of missiles in sensitive areas, impacting defense-related companies [2] - Aerospace Power, a subsidiary of the Aerospace Science and Technology Group, has seen stock performance with a recent increase [2] - China Shipbuilding Industry Group, which controls multiple defense-related companies, is the only military ship production base in South China [2] E-commerce and Retail - Alibaba's "Qianwen" app has surpassed 10 million downloads in its first week of public testing [3] - Sanjiang Shopping, the largest local supermarket chain in Zhejiang, has Alibaba as its second-largest shareholder and is involved in the sale of prepared dishes [3] - DataPort, a leading data center company, provides infrastructure solutions and serves major internet companies like Alibaba, Tencent, Baidu, and NetEase [3] Real Estate - Multiple regions have issued notifications to promote the stable and healthy development of the real estate market [5] - Everbright Jiabao, a real estate development company under Everbright Group, focuses on non-performing asset management in Zhejiang [5] Automotive - GAC Group has officially launched its all-solid-state battery pilot production line [5] - Jinlong Automobile, a major bus manufacturer, has partnered with Baidu to produce China's first commercial-grade autonomous micro-circulation vehicle [5] Renewable Energy - Guosheng Technology, a top global manufacturer of heterojunction products, is focusing on high-efficiency solar cells and has plans for a solid-state battery project [6] - Hemei Group's subsidiary is investing in a green hydrogen project with an estimated total investment of around 700 million [6] Food and Beverage - Xinhua Du, a leading e-commerce platform for liquor, has seen stock performance with a recent increase [4] - Hasi Lian, a beauty brand, is focusing on skincare products and has developed a series of medical-grade dressings [5]

Core Insights - The National Petroleum and Natural Gas Index (399439) has shown a slight increase of 0.03% as of November 24, 2025, with notable gains in constituent stocks such as Bomeike (603727) up 5.58% and China Merchants Energy (601872) up 4.68% [1] Group 1: Market Performance - The oil and gas ETF (159697) increased by 0.26%, with the latest price at 1.14 yuan [1] - The index reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1] Group 2: Industry Outlook - According to Huatai Securities, the demand from oil-producing countries remains focused on value rather than volume, suggesting that OPEC+ may sacrifice prices in the short term to gain market share [1] - The Brent crude oil price is expected to be supported around $60 per barrel due to pressures for rebalancing and the impact of North American shale oil costs, particularly before the acceleration of global energy transition and increased supply from South America [1] - High-dividend energy leading companies with the ability to increase production and reduce costs, as well as growth in natural gas business, may present investment opportunities [1] Group 3: Index Composition - As of October 31, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China National Petroleum (601857), China Petroleum & Chemical (600028), and China National Offshore Oil (600938), collectively accounting for 65.09% of the index [2]

Group 1 - The A-share oil and gas extraction and service sector showed strength at the beginning of trading on November 24, with Huibo Po rising over 6% [1] - Beiken Energy and Keli Co., Ltd. both increased by more than 2% [1] - Other companies such as Bomai Ke, Tongyuan Petroleum, and Intercontinental Oil & Gas also experienced gains [1]