关于2022年限制性股票激励计划预留授予第一个解除限售期 解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1.本次解除限售的限制性股票上市流通日：2026年3月30日。 2.本次解除限售的限制性股票激励对象共6名，解除限售的限制性股票数量为 135,300.00股，占公司目前总股本的0.0142%。 中石化石油机械股份有限公司（以下简称"公司"或"石化机械"）于2026 年3月20日召开第九届董事会第十二次会议，审议通过了《关于2022年限制性股 票激励计划预留授予第一个解除限售期解除限售条件成就的议案》，公司2022年 限制性股票激励计划（以下简称"本激励计划"）预留授予第一个解除限售期解 除限售条件已经成就，根据公司2023年第二次临时股东大会对董事会的授权及本 激励计划的有关规定，公司已办理完成本激励计划预留授予第一个解除限售期所 涉及的股份上市流通手续，本次符合解除限售的限制性股票激励对象共6名，解 除限售的限制性股票数量为135,300.00股，占公司目前总股本的0.0142%。现将有 关事项公告如下： ...

Report Title - Crude Oil Weekly Report: Continued Conflict in the Middle East Drives Up International Oil Prices [1] Report Date - March 23, 2026 [1] Report Analysts - Chen Shuxian, Chief Securities Analyst for Big Chemicals, CFA, License No. S0600523020004, Contact: chensx@dwzq.com.cn [1] - Zhou Shaowen, Securities Analyst for Petrochemicals, License No. S0600525070005, Contact: zhoushm@dwzq.com.cn [1] Report Investment Highlights US Crude Oil - **Price**: The weekly average prices of Brent/WTI crude oil futures from March 16 - 20 were $106.4/$96.1 per barrel, up $9.9/$4.1 per barrel from the previous week [4] - **Inventory**: Total US crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory were 8.6/4.5/4.2/0.3 billion barrels respectively, with a week - on - week increase of 6.16/6.16/0/0.94 million barrels [4] - **Production**: US crude oil production was 13.67 million barrels per day, down 0.01 million barrels per day week - on - week. The number of active US crude oil rigs was 414 this week, up 2 from the previous week. The number of active US fracturing fleets was 172 this week, down 8 from the previous week [4] - **Demand**: US refinery crude oil processing volume was 16.23 million barrels per day, up 0.06 million barrels per day week - on - week; the refinery crude oil utilization rate was 91.4%, up 0.6 percentage points week - on - week [4] - **Imports and Exports**: US crude oil imports, exports, and net imports were 7.19/4.9/2.3 million barrels per day, with a week - on - week change of +0.77/+1.46/ - 0.69 million barrels per day [4] US Refined Oil - **Price and Spread**: The weekly average prices of US gasoline, diesel, and jet fuel were $131/$174/$153 per barrel respectively, up $13.9/$23.2/$11.3 per barrel from the previous week; the spreads to crude oil were $26/$69/$48 per barrel respectively, up $6.5/$15.8/$3.9 per barrel from the previous week [4] - **Inventory**: US gasoline, diesel, and jet fuel inventories were 2.4/1.2/0.4 billion barrels respectively, with a week - on - week change of - 5.44/ - 2.53/+2.38 million barrels [4] - **Production**: US gasoline, diesel, and jet fuel production were 9.43/4.87/1.88 million barrels per day respectively, with a week - on - week change of - 0.46/ - 0.08/+0.07 million barrels per day [4] - **Demand**: US gasoline, diesel, and jet fuel consumption were 8.73/4.4/1.37 million barrels per day respectively, with a week - on - week change of - 0.51/+0.33/ - 0.42 million barrels per day [4] - **Imports and Exports**: - Gasoline: Imports, exports, and net exports were 0.06/0.95/0.89 million barrels per day, with a week - on - week change of - 0.12/+0.07/+0.19 million barrels per day [4] - Diesel: Imports, exports, and net exports were 0.22/1.05/0.83 million barrels per day, with a week - on - week change of +0.04/ - 0.2/ - 0.24 million barrels per day [4] - Jet fuel: Imports, exports, and net exports were 0.15/0.32/0.17 million barrels per day, with a week - on - week change of +0.09/+0.11/+0.03 million barrels per day [4] Recommended Listed Companies - Recommended: CNOOC Limited (600938.SH/0883.HK), PetroChina Company Limited (601857.SH/0857.HK), Sinopec Corporation (600028.SH/0386.HK), CNOOC Energy Technology & Services Limited (601808.SH), Offshore Oil Engineering Co., Ltd. (600583.SH), CNOOC Energy Development Co., Ltd. (600968.SH) [5] - Suggested to pay attention to: Sinopec Oilfield Service Corporation (600871.SH/1033.HK), China Petroleum Engineering & Construction Corporation (600339.SH), Sinopec Mechanical Engineering Corporation (000852.SZ) [5] Report Structure and Summary 1. Crude Oil Weekly Data Briefing - Data sources include Bloomberg, WIND, EIA, TSA, Baker Hughes, and Dongwu Securities Research Institute [10][11] 2. This Week's Performance Review of the Petrochemical Sector 2.1 Petrochemical Sector Performance - Information about the performance of the petrochemical sector and its sub - industries, including their price movements and trends, with data from WIND and Dongwu Securities Research Institute [13][14][15] 2.2 Performance of Listed Companies in the Sector - **Upstream Companies' Price Movements**: Provided price, market capitalization, and price change data for multiple upstream listed companies in the petrochemical sector over different time periods (last week, last month, last three months, last year, and since the beginning of 2026) [23][24][25] - **Valuation of Listed Companies**: Presented the valuation table of listed companies, including stock price, market capitalization, net profit attributable to shareholders, PE, and PB for different years (2024A, 2025E, 2026E, 2027E) [26] 3. Crude Oil Sector Data Tracking 3.1 Crude Oil Price - Analyzed the prices and price spreads of various crude oils such as Brent, WTI, Russian Urals, and ESPO, as well as the relationship between the US dollar index, LME copper price, and WTI crude oil price [32][34][36] 3.2 Crude Oil Inventory - Studied the inventory of US crude oil, including total inventory, commercial inventory, strategic inventory, and Cushing inventory, and the relationship between inventory and oil prices [42][43][45] 3.3 Crude Oil Supply - Tracked US crude oil production, the number of oil rigs, and the number of fracturing fleets, and their relationship with oil prices [56][58][59] 3.4 Crude Oil Demand - Monitored US refinery crude oil processing volume, refinery utilization rate, and the seasonal and regular utilization rates of refineries in Shandong and major refineries in China [63][65][68] 3.5 Crude Oil Imports and Exports - Analyzed US crude oil imports, exports, and net imports, as well as the imports, exports, and net imports of crude oil and petroleum products [72][74] 4. Refined Oil Sector Data Tracking 4.1 Refined Oil Price - Discussed the relationship between international oil prices and domestic refined oil prices, and analyzed the price spreads between crude oil and various refined oils in different regions (US, Europe, Singapore) [79][82][104] 4.2 Refined Oil Inventory - Tracked the inventories of gasoline, diesel, and jet fuel in the US and Singapore [117][122][127] 4.3 Refined Oil Supply - Monitored the production of gasoline, diesel, and jet fuel in the US [134][136] 4.4 Refined Oil Demand - Analyzed the consumption of gasoline, diesel, and jet fuel in the US, as well as the number of airport security checks [140][143][148] 4.5 Refined Oil Imports and Exports - Studied the import, export, and net export situations of gasoline, diesel, and jet fuel in the US [151][156][157] 5. Oilfield Services Sector Data Tracking - Tracked the average daily rates of self - elevating drilling platforms and semi - submersible drilling platforms in the industry [167][171]

证券代码：000852 证券简称：石化机械 公告编号：2026-003 中石化石油机械股份有限公司 关于2022年限制性股票激励计划预留授予 第一个解除限售期解除限售条件成就的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、中石化石油机械股份有限公司2022年限制性股票激励计划预留授予第一 个解除限售期解除限售条件已经成就，本期可解除限售的限制性股票激励对象为 6名，可解除限售的限制性股票数量为135,300.00股，占目前公司股本总额的 0.0142%。 2、在办理完毕相关解除限售手续后、股份上市流通前，公司将发布相关提 示性公告，敬请投资者注意。 1、2022 年 12 月 4 日公司召开第八届董事会第十二次会议，审议通过了《关 于<公司 2022 年限制性股票激励计划（草案）>及摘要的议案》《关于制订<公司 2022 年限制性股票激励计划管理办法>的议案》《关于制订<公司 2022 年限制性 股票激励计划实施考核管理办法>的议案》和《关于提请股东大会授权董事会办 理公司 2022 年限制性股票激励计划相关事宜的议案》。公司独立董事就 ...

证券简称：石化机械 证券代码：000852 中石化石油机械股份有限公司 2022年限制性股票激励计划预留授予第 一个解除限售期解除限售条件成就相关 事项 之 独立财务顾问报告 独立财务顾问 中信证券股份有限公司 关于 （深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 二零二六年三月 | 八、独立财务顾问意见 12 | | --- | 一、释义 除非文义另有所指，下列词语具有如下涵义： | 公司、石化机械 | 指 | 中石化石油机械股份有限公司 | | --- | --- | --- | | 本独立财务顾 | 指 | 中信证券股份有限公司 | | 问、中信证券 | | | | 本计划、本激励 | | | | 计划、2022 年 | | | | 限制性股票激 | 指 | 《中石化石油机械股份有限公司 年限制性股票激励计划（草案 2022 | | 励计划、《激励 | | 修订稿）》 | | 计划（草案修订 | | | | 稿）》 | | | | 激励对象 | 指 | 按照本计划的规定，有资格获授一定数量限制性股票的员工 | | | | 公司按照预先确定的条件授予激励对象一定数量的公司股票，激励 | | 限制 ...

北京市中伦律师事务所 关于中石化石油机械股份有限公司 2022 年限制性股票激励计划预留授予部分 第一个解除限售期解除限售条件成就的法律意见书 二〇二六年三月 北京市中伦律师事务所 关于中石化石油机械股份有限公司 2022 年限制性股票激励计划预留授予部分 第一个解除限售期解除限售条件成就的法律意见书 致：中石化石油机械股份有限公司 北京市中伦律师事务所接受中石化石油机械股份有限公司（以下简称"石化 机械"或"公司"）的委托，担任公司 2022 年限制性股票激励计划（以下简称 "本次激励计划"或"本计划"）相关事宜的专项法律顾问，就本次股权激励计 划预留授予部分第一个解除限售期解除限售条件成就（以下简称"本次解除限 售"）的相关事宜出具本法律意见书。 为出具本法律意见书，本所律师审阅了《中石化石油机械股份有限公司 2022 年限制性股票激励计划（草案修订稿）》（以下简称"《激励计划》"）及公司相 关董事会和股东会会议文件、公司书面说明以及本所律师认为需要审查的其他文 件。 为出具本法律意见书，本所律师根据有关法律、法规、规范性文件的规定和 本所业务规则的要求，本着审慎性及重要性原则对本次激励计划的有关的文件资 ...

中石化石油机械股份有限公司 第九届董事会薪酬与考核委员会第四次会议决议 二、公司经理层成员 2026 年度绩效考核指标围绕公司年度目标任务和 重点工作，与公司整体绩效挂钩且兼顾了不同职责分工，充分体现了指标 的差异性和精准性；定量指标考核权重占比在 90%以上，能保证考核的客 观性；计分规则对创优者具有较强的激励作用，对绩差者也体现了较强的 约束力；目标值设置科学合理且具有一定挑战性，有利于促进公司发展。 我们同意公司经理层成员 2026 年度绩效考核指标，并同意将该议案提交董 事会审议。 中石化石油机械股份有限公司 董事会薪酬与考核委员会 2026 年 3 月 16 日 中石化石油机械股份有限公司（以下简称"公司"或"本公司"）第 九届董事会薪酬与考核委员会第四次会议于 2026 年 3 月 16 日以传真通讯 方式召开。应参加本次会议的委员 3 名，实际参加会议的委员 3 名。会议 审议并通过了《关于 2022 年限制性股票激励计划预留授予第一个解除限售 期解除限售条件成就的议案》和《关于公司经理层成员 2026 年度绩效考核 指标的议案》。 经核查，公司董事会薪酬与考核委员会认为： 一、根据《中石化石油 ...

证券代码：000852 证券简称：石化机械 公告编号：2026-002 中石化石油机械股份有限公司（以下简称"公司"或"本公司"）第九届董 事会第十二次会议通知于 2026 年 3 月 10 日通过电子邮件方式发出，会议于 2026 年 3 月 20 日通过传真通讯方式召开。会议应参加董事 9 名，实际参加董事 9 名。 会议的通知、召开和表决程序符合《中华人民共和国公司法》等有关法律、行政 法规、部门规章、规范性文件和《公司章程》的规定，所作决议合法有效。 二、董事会会议审议情况 1、审议通过了《关于 2022 年限制性股票激励计划预留授予第一个解除限售 期解除限售条件成就的议案》 根据《上市公司股权激励管理办法》《国有控股上市公司（境内）实施股权 激励试行办法》《中央企业控股上市公司实施股权激励工作指引》《公司 2022 年限制性股票激励计划（草案修订稿）》（以下简称"本激励计划），《公司 2022 年限制性股票激励计划实施考核管理办法》等相关规定以及公司 2023 年第二次 临时股东大会对董事会的授权，董事会认为公司 2022 年限制性股票激励计划预 留授予第一个解除限售期解除限售条件已成就，限售期即将 ...

Industry Investment Rating - The investment rating for the mechanical equipment industry is "Outperform the Market" and is maintained [1] Core Insights - The report highlights that the oil service industry is benefiting from rising oil prices, which have exceeded $80 per barrel, leading to increased investment in oil and gas development [3] - The report emphasizes the importance of traditional industry upgrades and emerging opportunities in the mechanical manufacturing sector, particularly in the context of the 2026 Two Sessions [3] Summary by Relevant Sections Industry Overview - The closing index for the mechanical equipment sector is 2401.8, with a 52-week high of 2452.72 and a low of 1446.85 [1] Oil Service Equipment - The oil service equipment industry is experiencing growth due to increased oil prices, which are driving investment in oil and gas exploration [3] - Key processes in oil exploration include geological surveys, geophysical exploration, and drilling activities, with a focus on identifying oil and gas reserves [4] - Major companies involved in exploration include CNOOC, Qianeng Hengxin, and Dongfang Weituo [4] Drilling Process - The drilling process involves several steps, including preparation, drilling, and verification, with significant investments in drilling technology and equipment [8][10] - Key players in the drilling equipment sector include CNOOC, PetroChina, and Jereh [10][12] Completion Phase - The completion phase is critical for establishing efficient communication channels between the wellbore and the oil and gas reservoir, involving multiple engineering steps [12] - Companies involved in completion equipment include Aerospace Intelligent Manufacturing and Dongfang Weituo [16] Production Phase - The production phase focuses on the efficient extraction and processing of oil and gas, with an emphasis on maximizing recovery rates and ensuring safety [17] - Key equipment and companies in this phase include lifting equipment from Shandong Molong and processing equipment from CNOOC Development [17]

Industry Investment Rating - The investment rating for the mechanical equipment industry is "Outperform the Market" and is maintained [1] Core Insights - The report highlights that the oil service industry chain benefits from rising oil prices, which have exceeded $80 per barrel, leading to increased investment in oil and gas development [3] - The report emphasizes the importance of traditional industry upgrades and emerging opportunities in the mechanical manufacturing sector, particularly in the context of the 2026 Two Sessions [3] Summary by Relevant Sections Industry Overview - The closing index for the mechanical equipment sector is 2401.8, with a 52-week high of 2452.72 and a low of 1446.85 [1] Exploration Process - The exploration process consists of four main steps: regional geological survey, geophysical exploration, non-seismic exploration, and drilling verification [4][5] - Key companies involved in exploration include CNOOC, Qianeng Hengxin, and Dongfang Weituo [4] Drilling Process - The drilling process involves seven core steps, including preparation, casing, and well completion, with significant advancements in drilling technology [8][9] - Major companies in drilling equipment and services include CNOOC, Sinopec Oilfield Services, and China National Offshore Oil Corporation [10][11] Completion Process - The completion phase includes eight steps, such as well preparation, perforation, and production tubing installation, which are crucial for establishing efficient communication between the wellbore and the reservoir [12][13] - Relevant companies in completion equipment include Aerospace Intelligent Manufacturing and Sinopec Oilfield Services [16] Production Phase - The production phase encompasses nine modules, focusing on oil and gas lifting, separation, and monitoring, which are essential for maximizing recovery rates and economic efficiency [17][18] - Key players in production equipment include Shandong Molong, Sinopec Machinery, and Jereh Group [18]

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - This week, the average weekly prices of Brent and WTI crude oil futures were $83.7 and $78.5 per barrel respectively, up $12.5 and $12.6 from last week. The total US crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory were 8.5, 4.4, 4.2, and 0.3 billion barrels respectively, with a week - on - week increase of 3.48, 3.48, 0, and 1.56 million barrels. The US crude oil production was 13.7 million barrels per day, a week - on - week decrease of 10,000 barrels per day. The number of active US crude oil rigs this week was 411, a week - on - week increase of 4. The number of active US fracturing fleets this week was 167, a week - on - week increase of 3. The US refinery crude oil processing volume was 15.84 million barrels per day, a week - on - week increase of 180,000 barrels per day; the US refinery crude oil operating rate was 89.2%, a week - on - week increase of 0.6 percentage points. The US crude oil imports, exports, and net imports were 6.32, 4, and 2.33 million barrels per day respectively, with a week - on - week decrease of 340,000, 320,000, and 20,000 barrels per day [2]. - The average weekly prices of US gasoline, diesel, and jet fuel were $105, $135, and $89 per barrel respectively, with a week - on - week change of +$20.6, +$22.4, and -$5.1. The price spreads with crude oil were $23, $53, and $7 per barrel respectively, with a week - on - week change of +$9.9, +$11.7, and -$15.8. The US gasoline, diesel, and aviation kerosene inventories were 2.5, 1.2, and 0.4 billion barrels respectively, with a week - on - week change of -1.7, +0.43, and -0.25 million barrels. The US gasoline, diesel, and aviation kerosene production were 9.33, 4.81, and 1.72 million barrels per day respectively, a week - on - week increase of 120,000, 60,000, and 60,000 barrels per day. The US gasoline, diesel, and aviation kerosene consumption were 8.29, 3.7, and 1.72 million barrels per day respectively, with a week - on - week change of -440,000, -200,000, and 0 barrels per day. The US gasoline imports, exports, and net exports were 140,000, 1.07 million, and 930,000 barrels per day respectively, a week - on - week increase of 70,000, 300,000, and 230,000 barrels per day. The US diesel imports, exports, and net exports were 170,000, 1.23 million, and 1.05 million barrels per day respectively, with a week - on - week change of -240,000, 0, and +230,000 barrels per day. The US aviation kerosene imports, exports, and net exports were 130,000, 170,000, and 40,000 barrels per day respectively, with a week - on - week change of +20,000, -100,000, and -120,000 barrels per day [2]. - Recommended companies include CNOOC Limited (600938.SH/0883.HK), PetroChina Company Limited (601857.SH/0857.HK), Sinopec Corporation (600028.SH/0386.HK), CNOOC Oilfield Services Limited (601808.SH), Offshore Oil Engineering Co., Ltd. (600583.SH), and CNOOC Energy Technology & Services Limited (600968.SH). Companies to be concerned about include Sinopec Oilfield Service Corporation (600871.SH/1033.HK), China Petroleum Engineering & Construction Corporation (600339.SH), and Sinopec Mechanical Engineering Co., Ltd. (000852.SZ) [3]. 3. Summary by Directory 2. This Week's Petroleum and Petrochemical Sector Market Review 2.1 Petroleum and Petrochemical Sector Performance - The report presents the price changes of various industry sectors, the price changes of sub - industries in the petroleum and petrochemical sector, and the trends of sub - industries in the petroleum and petrochemical sector and the CSI 300 Index [11][14][18] 2.2 Sector Listed Company Performance - The report shows the price, market capitalization, and price changes in different time periods (last week, last month, last three months, last year, and since the beginning of 2026) of upstream sector companies such as CNOOC Limited, PetroChina Company Limited, and Sinopec Corporation. It also provides the valuation table of listed companies, including stock price, market capitalization, net profit attributable to the parent company, PE, and PB [22][23] 3. Crude Oil Sector Data Tracking 3.1 Crude Oil Price - The report analyzes the prices and price spreads of Brent, WTI, Russian Urals, Russian ESPO crude oils, as well as the relationship between the US dollar index, LME copper price, and WTI crude oil price [29][30][38] 3.2 Crude Oil Inventory - It shows the relationship between US commercial crude oil inventory and oil price from 2010 to March 2026, the weekly destocking speed of US commercial crude oil and the change rate of Brent oil, and the inventory data of US total crude oil, commercial crude oil, strategic crude oil, and Cushing crude oil [40][43][50] 3.3 Crude Oil Supply - The report presents the US crude oil production, the number of US crude oil rigs, and the number of fracturing fleets and their relationship with oil prices [59][61][62] 3.4 Crude Oil Demand - It includes the US refinery crude oil processing volume, refinery operating rate, Shandong refinery seasonal operating rate, and the operating rate of China's major refineries [66][68][70] 3.5 Crude Oil Import and Export - The report shows the US crude oil imports, exports, net imports, and the imports, exports, and net imports of crude oil and petroleum products [72][74] 4. Refined Oil Sector Data Tracking 4.1 Refined Oil Price - When the international crude oil price is higher than $80 per barrel, the increase in domestic gasoline and diesel prices slows down, and enterprises bear the profit reduction caused by cost changes. When the international crude oil price is at $80 per barrel, the price spreads between domestic gasoline, diesel, and crude oil reach phased highs. The report also presents the relationship between international crude oil prices and domestic and international gasoline, diesel, and jet fuel prices and price spreads [79][82][101] 4.2 Refined Oil Inventory - It shows the inventory data of US gasoline, diesel, aviation kerosene, and Singapore gasoline and diesel [115][120][126] 4.3 Refined Oil Supply - The report presents the US gasoline, diesel, and aviation kerosene production [129][131] 4.4 Refined Oil Demand - It includes the US gasoline, diesel, and aviation kerosene consumption and the number of US airport passenger security checks [135][137][141] 4.5 Refined Oil Import and Export - The report shows the US gasoline, diesel, and aviation kerosene import, export, and net export data [146][151][152] 5. Oilfield Services Sector Data Tracking - The report presents the average daily fees of self - elevating drilling platforms and semi - submersible drilling platforms in the industry [160][164]