（来源：淘金ETF） 1. 通源石油 300164 公司是国内油气射孔与压裂技术领域的优质企业，主营油气田增产技术服务、钻井、完井、测井等一体 化油服业务，尤其在非常规油气开发环节具备突出技术实力。公司产品与服务覆盖国内主要油气产区， 并深度布局北美市场，与国际大型油企保持长期合作关系，射孔技术指标和作业效率在行业内具备较强 竞争力。随着国际油价持续走高，国内外油企勘探开发与增产投入明显加大，直接带动公司订单量、作 业量和毛利率同步改善。在页岩气、致密油等非常规资源开发提速的背景下，公司凭借成熟的技术方案 和稳定的服务能力，充分受益于行业高景气周期。同时，公司持续推进智能化、数字化作业升级，进一 步提升施工效率与成本控制能力，为业绩持续释放提供支撑，在本轮油服行情中具备较强的业绩弹性和 成长确定性。 2. 潜能恒信 300191 北京 公司专注于油气勘探开发技术服务，主营地震数据处理、解释、油气资源评价以及区块合作开发，是国 内领先的油气勘探技术服务商。公司拥有自主研发的高精度勘探解释系统，在复杂地质条件下的油气资 源识别与储量评估方面优势明显，核心技术壁垒较高。公司采用"技术换权益"的创新合作模式，参与国 ...

每经AI快讯，2月24日，石油天然气板块持续走强，准油股份、惠博普、贝肯能源、通源石油、洲际油 气、石化油服、中曼石油涨停，潜能恒信、科力股份涨超15%，博迈科、中海油服、蓝焰控股、海油发 展、中国海油跟涨。 ...

Core Viewpoint - The oil service engineering sector experienced a decline of 3.38% on January 30, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Market Performance - The oil service engineering sector saw significant individual stock movements, with notable declines in Keli Co., Ltd. by 14.39% and Qianeng Hengxin by 12.83% [2]. - The trading volume for Keli Co., Ltd. was 138,000 shares, with a transaction value of 773 million yuan [2]. - The overall sector had a net outflow of 1 billion yuan from major funds, while retail investors contributed a net inflow of 656 million yuan [2][3]. Group 2: Individual Stock Analysis - Keli Co., Ltd. closed at 51.80 yuan, experiencing a drop of 14.39% with a trading volume of 138,000 shares [2]. - Qianeng Hengxin closed at 31.33 yuan, down 12.83%, with a trading volume of 457,200 shares [2]. - The stock of Huibo Yin fell by 6.14%, closing at 4.13 yuan, with a trading volume of 143,670 shares [2]. Group 3: Fund Flow Analysis - Major funds showed a net outflow from several stocks, including Keli Co., Ltd. with a net outflow of 75.27 million yuan [3]. - Retail investors showed a positive net inflow in stocks like Huibo Yin, with a net inflow of 58.99 million yuan [3]. - The stock of Haiyou Development had a net inflow of 18.4 million yuan from retail investors, despite a major fund outflow [3].

Core Viewpoint - The company, Bomaike Ocean Engineering Co., Ltd., has announced a special cash dividend distribution for the year 2025, with a payout of 0.05 RMB per share [1]. Group 1: Dividend Distribution Details - The profit distribution plan was approved at the company's first extraordinary shareholders' meeting on January 19, 2026 [2]. - The special dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date, excluding 4,348,000 shares held in the company's repurchase account [3]. - The company plans to distribute a cash dividend of 0.50 RMB per 10 shares (before tax), with a total of approximately 13,868,563.85 RMB to be distributed based on a total share capital of 281,719,277 shares, excluding the repurchased shares [4]. Group 2: Taxation and Payment Procedures - The cash dividend will be distributed through the China Securities Depository and Clearing Corporation Limited, and shareholders who have not completed designated transactions will have their dividends held until such transactions are completed [7]. - For individual shareholders and securities investment funds holding unrestricted circulating shares, the company will not withhold individual income tax at the time of distribution, resulting in a net cash dividend of 0.05 RMB per share [9]. - For qualified foreign institutional investors (QFII) and Hong Kong market investors, a 10% withholding tax will apply, resulting in a net cash dividend of 0.045 RMB per share after tax [10][11].

Core Viewpoint - The company, Bomaike, has confirmed that it currently has no undisclosed matters and is primarily focused on overseas markets, with significant orders expected in 2025 [2] Group 1: Business Operations - Nearly 100% of the company's business comes from overseas markets, indicating a strong international presence [2] - The company has secured large FPSO orders in South America for the year 2025, contributing to a robust order backlog [2] - New orders and the execution of existing orders are progressing smoothly, suggesting operational efficiency [2] Group 2: Financial Reporting - The company will disclose performance forecasts if its results meet relevant standards as per regulatory requirements [2] - The final performance for the year 2025 will be confirmed in the regular financial report [2]

法律意见书 22-24/F & 27-3 电话/Tel · +86 10 5957 2288 北京市中伦律师事务所 关于博迈科海洋工程股份有限公司 差异化分红事项的专项 法律意见书 致:博迈科海洋工程股份有限公司 北京市中伦律师事务所接受博迈科海洋工程股份有限公司(以下简称"博迈 科"或"公司"）的委托,根据《中华人民共和国公司法》（以下简称"《公司 法》"）《中华人民共和国证券法》(以下简称"《证券法》")《上海证券交 易所上市公司自律监管指引第7号——回购股份》（以下简称"《7号指引》"） 等相关法律、法规及规范性文件以及《博迈科海洋工程股份有限公司章程》（以 下简称"《公司章程》"）的规定,本所律师就博迈科差异化分红(以下简称"本 次差异化分红"）相关事项出具本法律意见书。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则》等规定及本法律意见书出具目以前已经 发生或者存在的事实,严格履行了法定职责,遵循了勤勉尽责和诚实信用原则, 进行了充分的核查验证,保证本法律意见所认定的事实真实、准确、完整,所发 表的结论性意见合法、准确,不存在虚假记载、误导性陈 ...

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。 证券代码：603727 证券简称：博迈科 公告编号：临 2026-008 博迈科海洋工程股份有限公司 2025年特别分红权益分派实施公告 重要内容提示： 每股分配比例 A 股每股现金红利0.05元。 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/4 | － | 2026/2/5 | 2026/2/5 | 差异化分红送转：是 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2026 年 1 月 19 日的2026年第一次临时股东会审议通 过。 二、 分配方案 1.发放年度：2025年特别分红 即本次权益分派除权（息）参考价格＝(前收盘价-0.05 元)÷(1+0)。 三、 相关日期 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司 ...

Core Viewpoint - The company, 博迈科, announced a special dividend distribution of 0.05 yuan per share for the year 2025, with the record date set for February 4 [1] Group 1 - The special dividend amount is 0.05 yuan per share [1] - The record date for the dividend distribution is February 4 [1]

证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Insights - Concerns over geopolitical conflicts have increased, leading to a rise in Brent crude oil prices, which is expected to improve the oil service industry's outlook. Recent military actions by the U.S. against Venezuela and increased military presence near Iran have contributed to these concerns. Additionally, severe weather in the U.S. has impacted refining output. As a result, Brent crude oil prices have shown a sustained increase, and if this trend continues, capital expenditures in the industry are expected to marginally improve, enhancing the oil service sector's outlook [9] - Global oil and gas capital expenditures remain at low levels, indicating potential for upward recovery. Currently, the global active rig count is approximately 1,700-1,800, still below pre-2019 levels. In China, capital expenditures in the oil and gas sector have contracted due to oil prices and the end of the 14th Five-Year Plan, with expected year-on-year declines of 1.8% and 5.1% in 2024 and 2025, respectively. After several years of capital contraction, a recovery in industry expenditures is anticipated. Domestically, China's reliance on foreign oil and gas remains high, and a gradual recovery in capital expenditures is expected. Internationally, U.S. government policies are promoting oil and gas development, and the EIA predicts an increase in natural gas generation capacity in the coming years, suggesting a potential rebound in overseas oil service expenditure in 2026 [9] - The recovery in oil service sector sentiment takes time, emphasizing the importance of competitive companies. Due to the long construction cycles of oil service projects, owner companies often need to observe the sustainability of oil prices. Current geopolitical concerns have elevated oil prices and market expectations, but a recovery in oil service sentiment will require time. It is estimated that it will take at least six months for the positive effects of rising oil prices to be felt in the oil service sector. As downstream companies place greater emphasis on long-term partnerships with suppliers, companies with high competitiveness are expected to benefit more from the recovery [9]