博迈科（603727）(603727.SH)发布公告，公司及全资子公司天津博迈科海洋工程有限公司(以下简称"天 津博迈科")分别与MODEC Inc.(以下简称MODEC)子公司Offshore Frontier Solutions Pte.Ltd.(以下简称 OFS)、ABB PTE.LTD.(以下简称ABB)、VWS Westgarth Limited(以下简称VWS)签署了海上浮式生产储 卸油船(FPSO)项目合同，此艘FPSO建造完成后将部署在圭亚那油田。主要工作范围涵盖FPSO上部模块 的设计、材料采购、建造等工作，合同金额约为1.9-2.4亿美元，由固定价格部分加当前预估的可变工作 量核算金额部分组成。最终的合同金额以合同结束时双方确认的实际完成的工作量核算后得出的金额为 准。 ...

每经头条（nbdtoutiao）——上海一城中村试水房票安置，村民组团买房，有楼盘已预收约70张房票 （记者 王晓波） 每经AI快讯，博迈科（SH 603727，收盘价：13.37元）10月8日晚间发布公告称，博迈科海洋工程股份 有限公司及全资子公司天津博迈科海洋工程有限公司分别与MODEC Inc.子公司Offshore Frontier Solutions Pte. Ltd.、ABB PTE.LTD.、VWS Westgarth Limited签署了海上浮式生产储卸油船（FPSO）项 目合同，此艘FPSO建造完成后将部署在圭亚那油田。主要工作范围涵盖FPSO上部模块的设计、材料采 购、建造等工作，合同金额约为1.9-2.4亿美元，由固定价格部分加当前预估的可变工作量核算金额部分 组成。最终的合同金额以合同结束时双方确认的实际完成的工作量核算后得出的金额为准。 2024年1至12月份，博迈科的营业收入构成为：海洋油气开发模块占比90.46%，天然气液化模块占比 8.87%，其他业务占比0.66%。 截至发稿，博迈科市值为38亿元。 ...

格隆汇10月8日丨博迈科(603727.SH)公布，公司及全资子公司天津博迈科分别与MODEC Inc.(以下简称 MODEC)子公司 Offshore Frontier Solutions Pte. Ltd(. 以下简称OFS)、ABBPTE. LTD.(以下简称 ABB)、 VWS Westgarth Limited(以下简称VWS)签署了海上浮式生产储卸油船(FPSO)项目合同，此艘 FPSO 建造 完成后将部署在圭亚那油田。主要工作范围涵盖 FPSO 上部模块的设计、材料采购、建造等工作，合同 金额约为 1.9-2.4 亿美元，由固定价格部分加当前预估的可变工作量核算金额部分组成。最终的合同金 额以合同结束时双方确认的实际完成的工作量核算后得出的金额为准。 ...

证券代码：603727 证券简称：博迈科 公告编号：临 2025-039 博迈科海洋工程股份有限公司及全资子公司 关于签订重大合同的公告 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: 合同类型及金额： 博迈科海洋工程股份有限公司（以下简称"公司"）及全资子公司天津博迈科 海洋工程有限公司（以下简称"天津博迈科"）分别与 MODEC Inc.（以下简称 MODEC）子公司 Offshore Frontier Solutions Pte. Ltd（. 以下简称 OFS）、ABB PTE. LTD.（以下简称 ABB）、VWS Westgarth Limited（以下简称 VWS）签署了海上 浮式生产储卸油船（FPSO）项目合同，此艘 FPSO 建造完成后将部署在圭亚那 油田。主要工作范围涵盖 FPSO 上部模块的设计、材料采购、建造等工作，合同 金额约为 1.9-2.4 亿美元，由固定价格部分加当前预估的可变工作量核算金额部 分组成。最终的合同金额以合同结束时双方确认的实际完成的工作量核算后得出 的金额为准。 合 ...

Core Insights - The oil service engineering sector experienced a decline of 0.43% on September 30, with Huibo leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Renji Co. (002629) saw a significant increase of 9.94%, closing at 7.96 with a trading volume of 249,000 shares and a turnover of 196 million [1] - Tongyuan Petroleum (300164) increased by 2.85%, closing at 5.78 with a trading volume of 1,203,300 shares and a turnover of 679 million [1] - Other notable performers include Keli Co. (920088) with a 1.53% increase, and potential Hengxin (300191) with a 0.69% increase [1] Capital Flow - The oil service engineering sector saw a net inflow of 37.88 million from institutional investors, while retail investors contributed a net inflow of 17.13 million [2] - However, speculative funds experienced a net outflow of 55.01 million [2] Individual Stock Capital Flow - Renji Co. (002629) had a net inflow of 63.11 million from institutional investors, while it faced a net outflow of 33.67 million from speculative funds [3] - Tongyuan Petroleum (300164) also saw a net inflow of 34.35 million from institutional investors, with a net outflow of 29.02 million from speculative funds [3] - Other stocks like Huibo (002554) and Zhonghai (601808) experienced mixed capital flows, with Huibo facing a net outflow from both institutional and speculative investors [3]

Group 1 - The oil service engineering sector experienced a decline of 1.65% on September 18, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] - Major stocks in the oil service engineering sector showed significant declines, with Tongyuan Petroleum down 5.90% and Zhun Oil Co. down 4.65% [1] Group 2 - The net outflow of main funds in the oil service engineering sector was 258 million yuan, while retail investors saw a net inflow of 220 million yuan [1] - The table of fund flows indicates that several companies, including Huibo Yin and Zhongyou Engineering, experienced varying levels of net inflow and outflow from different investor types [2] - Notably, potential investment opportunities may arise from the contrasting behaviors of retail and institutional investors in this sector [2]

Market Overview - On September 17, the oil service engineering sector rose by 0.63% compared to the previous trading day, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance, with Renji Co., Ltd. closing at 7.58, up 4.12%, and Tongyuan Petroleum at 5.93, up 1.72% [1] - Other notable performers included Zhongyou Engineering at 3.57, up 1.13%, and Haiyou Development at 3.93, up 0.77% [1] Trading Volume and Value - Renji Co., Ltd. had a trading volume of 334,400 shares, with a transaction value of 253 million yuan [1] - Tongyuan Petroleum recorded a trading volume of 1,498,200 shares, with a transaction value of 901 million yuan [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 32.45 million yuan from institutional investors, while retail investors saw a net inflow of 49.81 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Renji Co., Ltd. saw a net inflow of 15.37 million yuan from institutional investors, while it experienced a net outflow of 12.80 million yuan from speculative funds [3] - Other stocks like Beiken Energy and Haiyou Engineering also had significant net inflows from retail investors, indicating strong retail interest [3]

Market Overview - The oil service engineering sector experienced a decline of 0.46% on September 16, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Key stocks in the oil service engineering sector showed mixed performance, with Huibo Yin closing at 3.24, up 0.93%, and Beiken Energy closing at 10.56, down 1.68% [1][2] - The trading volume and turnover for notable stocks included: - Huibo Yin: 482,900 shares, turnover of 155 million yuan - Shihua Oil Service: 1,015,700 shares, turnover of 216 million yuan - Potential Energy: 55,400 shares, turnover of 112 million yuan [1][2] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 198 million yuan from institutional investors, while retail investors contributed a net inflow of 153 million yuan [2][3] - Notable capital flows for specific stocks included: - Zhongyou Engineering: Institutional net inflow of 499,300 yuan, retail net inflow of 2,545,200 yuan - Beiken Energy: Institutional net outflow of 17,508,300 yuan, retail net inflow of 24,413,100 yuan [3]

瑞财经 钟鸣辰博迈科(SH603727)近日发布2025年半年报，上半年同比营收利润双降。 彭文成，1965年出生，中国国籍，无党派人士，硕士研究生学历，高级工程师。1987年至1993年就职于 中海石油平台制造有限公司，担任生产技术室副主任、项目经理；1993年至1996年任天津成泰国际工贸 有限公司董事长、总经理；1996年至2012年任天津渤油船舶工程有限公司执行董事、董事长、总经理。 2012年起担任博迈科海洋工程股份有限公司董事长、总经理，同时兼任天津博迈科海洋工程有限公司执 行董事及经理、博迈科海洋工程管理香港有限公司董事、天津成泰国际工贸有限公司监事、海洋石油工 程(香港)有限公司董事等职务。 彭文革，中国国籍，无境外永久居留权，1970年出生，渤海石油技校采油仪表专业毕业。1989年至1991 年任渤海石油采油公司采油操作工；1994年至1996年任天津成泰国际工贸有限公司采办部副经理；1996 年至2007年历任天津渤油船舶工程有限公司采办经理、董事、副总经理；2007年至2011年任天津中交博 2025年上半年，博迈科公司毛利率为13.75%，同比下降2.88个百分点；净利率为1.19%， ...

Market Overview - On September 12, the oil service engineering sector declined by 0.45% compared to the previous trading day, with Zhun Oil Co. leading the decline [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance, with Huibo Yin (002554) increasing by 3.01% to a closing price of 3.08, while Zhun Oil Co. (002207) decreased by 2.57% to 7.97 [2][1] - The trading volume and turnover for notable stocks included: - Huibo Yin: 418,000 shares, turnover of 127 million yuan - Zhun Oil Co.: 307,000 shares, turnover of 245 million yuan [2] Capital Flow - The oil service engineering sector experienced a net outflow of 242 million yuan from institutional investors, while retail investors saw a net inflow of 155 million yuan [2] - The capital flow for specific stocks indicated: - Zhun Oil Co.: Net outflow of 14.52 million yuan from institutional investors [3] - Huibo Yin: Net inflow of 13.11 million yuan from retail investors [3] Individual Stock Analysis - Zhun Oil Co. faced significant selling pressure with a net outflow of 14.52 million yuan from institutional investors, indicating a bearish sentiment [3] - Other stocks like Beiken Energy (002828) and Zhongman Petroleum (603619) also saw substantial net outflows of 22.26 million yuan and 27.30 million yuan, respectively [3]