Market Overview - The oil service engineering sector experienced a decline of 0.41% on November 13, with Junyou Co. leading the drop [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Notable stock performances included: - Renji Co. (002629) rose by 4.97% to a closing price of 9.08, with a trading volume of 256,300 shares and a turnover of 230 million yuan [1] - PetroChina Oilfield Services (600871) increased by 1.54% to 2.63, with a trading volume of 6,047,500 shares [1] - Junyou Co. (002207) fell by 2.66% to 8.77, with a trading volume of 629,100 shares and a turnover of 547 million yuan [2] Capital Flow - The oil service engineering sector saw a net outflow of 123 million yuan from institutional investors, while retail investors contributed a net inflow of 116 million yuan [2] - The capital flow for key stocks included: - PetroChina Oilfield Services had a net outflow of 46.59 million yuan from institutional investors [3] - Renji Co. experienced a net inflow of 18.87 million yuan from institutional investors [3] - Junyou Co. had a net inflow of 2.2 million yuan from retail investors despite a net outflow from institutional and speculative investors [3]

Core Viewpoint - The oil service engineering sector experienced a slight decline of 0.06% on November 11, with Zhongman Petroleum leading the drop. The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1]. Group 1: Market Performance - The oil service engineering sector's stocks showed mixed performance, with notable gainers including: - Bomaike (603727) at 14.46, up 1.69% with a trading volume of 32,500 lots and a turnover of 47.01 million yuan [1]. - Mo Hua Oil Service (600871) at 2.35, up 0.86% with a trading volume of 1.81 million lots [1]. - Huibo Yin (002554) at 3.65, up 0.83% with a trading volume of 346,200 lots [1]. - Conversely, Zhongman Petroleum (603619) closed at 21.88, down 1.53% with a trading volume of 86,700 lots and a turnover of 191 million yuan [2]. Group 2: Capital Flow - The oil service engineering sector saw a net outflow of 145 million yuan from main funds, while retail investors contributed a net inflow of 176 million yuan [2]. - Specific stock capital flows included: - Qian Neng Heng Xin (300191) with a main fund net inflow of 8.26 million yuan, but a net outflow from retail investors of 3.34 million yuan [3]. - Zhongyou Engineering (600339) had a main fund net inflow of 7.16 million yuan, with retail investors also showing a net outflow [3]. - The overall trend indicates a shift in investor sentiment, with retail investors showing resilience despite the outflows from institutional and speculative funds [2][3].

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]

Core Viewpoint - The company reported a revenue of 1.323 billion yuan and a net profit of 23.41 million yuan for the first three quarters of 2025, highlighting a significant contract win in the FPSO sector [1] Financial Performance - Revenue for the first three quarters reached 1.323 billion yuan [1] - Net profit for the same period was 23.41 million yuan [1] - The gross profit margin for the third quarter exceeded 20%, marking the highest level since 2018 [1] Key Contracts and Projects - The company and its wholly-owned subsidiary signed a contract for an FPSO project valued between 190 million to 240 million USD [1] - The project includes comprehensive services such as design, material procurement, and construction of the FPSO upper module [1] - The FPSO will be deployed in the significant oil and gas region of the Guyana oil field, enhancing the company's influence in the South American energy market [1] Strategic Partnerships - The partners in this project include leading industry players such as MODEC, ABB, and VWS, indicating strong collaboration within the energy supply chain [1] - This contract marks the second major FPSO contract disclosed by the company in 2025, continuing a nearly two-decade partnership with MODEC [1] Operational Strengths - The company benefits from hardware advantages at its Tianjin Lingang Heavy Industry construction base, including production sites and deep-water docks [1] - Integrated management of design, procurement, and construction has contributed to the company's efficient execution capabilities [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 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 ...

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]