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 ...

Financial Performance - Revenue for Q3 2025 was CNY 279,764,555.90, a decrease of 59.91% compared to the same period last year[6] - Total profit for Q3 2025 was CNY 8,831,670.61, down 71.98% year-on-year[6] - Net profit attributable to shareholders for Q3 2025 was CNY 11,023,810.84, a decline of 64.75% compared to the previous year[6] - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q3 2025 was CNY 8,513,704.74, down 68.48% year-on-year[6] - Basic earnings per share for Q3 2025 were CNY 0.0397, a decrease of 64.74% compared to the same period last year[7] - Total revenue for the first three quarters of 2025 was RMB 1,322,705,069.34, a decrease of 24.8% compared to RMB 1,758,401,959.76 in the same period of 2024[19] - Net profit for the first three quarters of 2025 was RMB 23,409,706.96, a decline of 75.8% compared to RMB 94,518,608.83 in 2024[20] - Basic earnings per share for the first three quarters of 2025 were RMB 0.08, down from RMB 0.34 in the same period of 2024[20] Assets and Liabilities - Total assets at the end of the reporting period were CNY 4,450,363,766.03, a decrease of 18.06% from the end of the previous year[7] - Total assets as of September 30, 2025, were RMB 4,450,363,766.03, a decrease from RMB 5,431,539,736.87 at the end of 2024[17] - Total liabilities as of September 30, 2025, were RMB 1,273,321,266.65, down from RMB 2,208,444,419.20 at the end of 2024[17] - Cash and cash equivalents as of September 30, 2025, were RMB 797,540,327.82, compared to RMB 833,319,557.86 at the end of 2024[16] - Inventory as of September 30, 2025, increased to RMB 266,155,987.50 from RMB 232,029,415.95 at the end of 2024[16] Cash Flow - Cash flow from operating activities for the year-to-date was CNY 53,940,904.41, with an increase attributed to tax refunds received[10] - Cash inflow from operating activities totaled approximately $1.72 billion, an increase from $1.20 billion in the previous period, reflecting a growth of about 43.7%[24] - Net cash flow from operating activities improved to approximately $53.94 million, compared to a negative cash flow of $33.83 million in the prior period[24] - Cash inflow from investment activities reached approximately $1.46 billion, significantly up from $7.03 million, indicating a substantial increase in investment recovery[24] - Net cash flow from investment activities was approximately $571.72 million, a recovery from a negative cash flow of $454.96 million in the previous period[24] - Cash inflow from financing activities was approximately $212.84 million, down from $698 million, showing a decrease of about 69.5%[24] - Net cash flow from financing activities decreased to approximately -$656.87 million, compared to -$185.08 million in the prior period[24] - The ending cash and cash equivalents balance was approximately $797.54 million, down from $1.31 billion, reflecting a decrease of about 39%[24] Research and Development - The company reported a significant increase in research and development expenses, totaling RMB 64,197,495.81 for the first three quarters of 2025, compared to RMB 91,537,533.82 in 2024[19] Non-recurring Items - Non-recurring gains and losses totaled CNY 2,510,106.10 for the current period[9] Shareholder Information - The company has not identified any related party transactions among the top ten shareholders[13]

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 ...

Core Viewpoint - The oil service engineering sector experienced a significant increase of 3.16% on October 22, with Keli Co., Ltd. leading the gains, while the overall market indices showed a slight decline [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3913.76, down 0.07% [1] - The Shenzhen Component Index closed at 12996.61, down 0.62% [1] Group 2: Individual Stock Performance - Keli Co., Ltd. (code: 920088) closed at 39.65, up 12.42% with a trading volume of 109,600 shares and a transaction value of 415 million yuan [1] - Zhunyou Co., Ltd. (code: 002207) closed at 9.86, up 10.04% with a trading volume of 920,500 shares and a transaction value of 875 million yuan [1] - Beiken Energy (code: 002828) closed at 12.42, up 10.01% with a trading volume of 630,200 shares and a transaction value of 755 million yuan [1] - PetroChina Oilfield Services (code: 600871) closed at 2.53, up 10.00% with a trading volume of 5,978,900 shares and a transaction value of 1.48 billion yuan [1] - Huibo Yin (code: 002554) closed at 3.87, up 9.94% with a trading volume of 2,002,400 shares and a transaction value of 735 million yuan [1] - Tongyuan Petroleum (code: 300164) closed at 6.83, up 7.05% with a trading volume of 2,523,500 shares and a transaction value of 1.66 billion yuan [1] - Qianeng Hengxin (code: 300191) closed at 22.35, up 6.33% with a trading volume of 308,600 shares and a transaction value of 681 million yuan [1] - Zhongman Petroleum (code: 603619) closed at 20.85, up 3.32% with a trading volume of 333,900 shares and a transaction value of 687 million yuan [1] - Zhongxiang Chaofeng (code: 601808) closed at 14.45, up 3.21% with a trading volume of 501,800 shares and a transaction value of 723 million yuan [1] - Bomai Ke (code: 603727) closed at 14.61, up 1.60% with a trading volume of 59,900 shares and a transaction value of 86.89 million yuan [1] Group 3: Capital Flow - The oil service engineering sector saw a net inflow of 375 million yuan from main funds, while retail funds experienced a net outflow of 196 million yuan and speculative funds saw a net outflow of 179 million yuan [1]

Group 1 - The core viewpoint of the news is that Bomeike's stock has shown a modest increase, with a year-to-date rise of 22.04%, despite some fluctuations in the short term [1] - As of October 20, Bomeike's stock price reached 13.71 yuan per share, with a market capitalization of 3.862 billion yuan [1] - The company has seen a net inflow of main funds amounting to 3.0134 million yuan, with significant buying activity [1] Group 2 - Bomeike's main business revenue composition includes 90.46% from offshore oil and gas resource development modules, 8.87% from natural gas liquefaction, and 0.66% from other services [1] - As of June 30, the number of shareholders decreased by 14.22% to 17,400, while the average circulating shares per person increased by 16.57% to 16,167 shares [2] - For the first half of 2025, Bomeike reported a revenue of 1.043 billion yuan, a year-on-year decrease of 1.66%, and a net profit attributable to shareholders of 12.3858 million yuan, down 80.42% year-on-year [2] Group 3 - Since its A-share listing, Bomeike has distributed a total of 416 million yuan in dividends, with 153 million yuan distributed over the past three years [3]

Core Viewpoint - The oil service engineering sector experienced a decline of 0.45% on October 16, with Renji Co. leading the drop. The Shanghai Composite Index rose by 0.1% to close at 3916.23, while the Shenzhen Component Index fell by 0.25% to 13086.41 [1]. Group 1: Market Performance - The oil service engineering sector's individual stock performance showed mixed results, with notable declines in several companies, including Renji Co. which fell by 4.71% to a closing price of 8.10 [2]. - The trading volume for Renji Co. was 355,300 shares, with a transaction value of 292 million yuan [2]. - Other companies in the sector, such as Beiken Energy and Zhun Oil Co., also saw declines of 2.17% and 2.06%, respectively [2]. Group 2: Capital Flow - The oil service engineering sector experienced a net outflow of 217 million yuan from major funds, while retail investors contributed a net inflow of 190 million yuan [2]. - The table of capital flow indicates that major funds withdrew from several companies, including Zhun Oil Co. and Beiken Energy, with net outflows of 15.6 million yuan and 19.9 million yuan, respectively [3]. - Conversely, retail investors showed a positive net inflow for Zhun Oil Co. and Beiken Energy, with inflows of 25.9 million yuan and 17.3 million yuan, respectively [3].