证券日报网讯1月22日，石化机械（000852）在互动平台回答投资者提问时表示，公司截至2026年1月20 日股东人数为41412户。 ...

ETF方面，油气ETF博时（561760）涨1.00%，成分股惠博普（002554.SZ）、洲际油气（600759.SH） 涨停，中曼石油（603619.SH）、通源石油（300164.SZ）涨超5%，潜能恒信（300191.SZ）、山东墨龙 （002490.SZ）、泰山石油（000554.SZ）、石化油服（600871.SH）、石化机械（000852.SZ）、博迈 科（603727.SH）等上涨。 1月21日午盘，上证指数涨0.16%，深证成指涨0.76%，创业板指涨0.85%。贵金属、金属铅、金属锌等 板块涨幅居前。 东吴证券表示，供给宽松，城燃公司成本优化；价格机制继续理顺、需求放量。需关注对美LNG加征 关税后新奥股份等具有美国气源的公司是否能通过转售等消除关税影响；以及涉及省内管输业务的公司 管输费下调风险。 华创证券表示，天然气发电厂是美国电力系统的重要组成部分，自页岩气革命以来已成为美国最主要的 发电燃料。美国能源信息署（EIA）提供的数据显示，截至2024年，美国天然气发电容量约为571吉 瓦，占总发电容量的43%，居所有电力来源中的首位。根据2025年12月EIA发布的短期能源展望，2025 ...

Core Insights - The Chinese reciprocating compressor industry is experiencing growth driven by both traditional and emerging demands, with a projected market size of 6 billion yuan by 2025, reflecting a year-on-year growth of 7.9% [1][11]. Industry Overview - Reciprocating compressors are defined as positive displacement compressors that compress gas by moving a piston within a cylinder [2]. - The industry is categorized under general equipment manufacturing and involves complex engineering disciplines such as mechanical engineering and materials science [2][4]. Market Demand - Traditional applications such as petrochemicals, coal chemicals, natural gas chemicals, and gas separation are the core demand markets, expected to account for over 60% of the market by 2025 [9][10]. - Emerging applications include polysilicon, hydrogen production, green hydrogen, hydrogen liquefaction, and hydrogen fuel cells, creating new demand for high-pressure and high-purity compressors [1][11]. Industry Barriers - The reciprocating compressor industry has significant technical and knowledge barriers, requiring advanced manufacturing capabilities and compliance with strict industry standards [4][5]. Development History - The industry has evolved from technology dependence to independent innovation, with a focus on high-purity and high-pressure requirements emerging since 2021 [6][7]. Industry Chain - The upstream supply chain includes raw materials and components such as metals and electronic parts, while the midstream involves R&D, design, and production [8][9]. Competitive Landscape - The market is characterized by a concentration of leading companies like Shenyang Blower Works Group Co., Ltd. and Siemens Energy, which dominate due to their technological and operational advantages [11][12]. Future Trends - The industry is expected to focus on green low-carbon transformation, emphasizing energy-efficient products and reducing emissions through advanced technologies [13]. - Integration of smart and digital technologies will enhance operational efficiency and predictive maintenance capabilities [14]. - There will be a growing demand for upgrading existing equipment to meet new energy efficiency standards and environmental regulations [15].

Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]

Group 1 - The establishment of the hydrogen production and refueling equipment quality inspection and testing center led by Sinopec Petroleum Machinery Co., Ltd. fills a gap in the professional testing field for hydrogen production and refueling equipment in Hubei Province and nationwide, marking a new stage of specialization and standardization in hydrogen equipment inspection and testing [1] - In 2023, Sinopec Machinery became a hydrogen energy equipment manufacturing base in China, being one of the few companies with independent R&D capabilities for hydrogen production (electrolyzers), refueling (refueling machines/compressors), and storage and transportation (hydrogen pipelines) [1] - The company has successfully developed several first-of-their-kind hydrogen energy products, including a 90MPa liquid-driven hydrogen gas compressor and a 22MPa diaphragm high-efficiency large-flow hydrogen gas compressor [1] Group 2 - The quality inspection and testing center has completed inspections for 42 hydrogen energy equipment units during its establishment period, achieving a production value of over 3 million yuan [2] - The center has been approved as a provincial-level quality infrastructure "one-stop" service station, providing various quality consultation services 54 times and intellectual property benchmarking services 105 times for over 200 enterprises, including Hubei Communications Investment and Sinopec Engineering Institute [2] - The center undertakes 7 research projects from Sinopec Group and participates in the formulation and revision of 11 national and group standards for hydrogen energy equipment, having authorized 12 technical patents and published 10 related papers, providing strong technical support for the high-quality development of the hydrogen energy industry [2]

Core Viewpoint - The stock of PetroChina Machinery has shown a significant increase in price and trading volume, indicating positive market sentiment despite a decline in revenue and net profit for the year. Group 1: Stock Performance - As of January 13, PetroChina Machinery's stock price rose by 2.43% to 8.02 CNY per share, with a trading volume of 204 million CNY and a turnover rate of 2.74%, resulting in a total market capitalization of 7.667 billion CNY [1] - Year-to-date, the stock price has increased by 10.32%, with a 5-day increase of 8.38%, a 20-day increase of 12.64%, and a 60-day increase of 25.71% [1] Group 2: Financial Performance - For the period from January to September 2025, PetroChina Machinery reported a revenue of 4.819 billion CNY, a year-on-year decrease of 14.62%, and a net profit attributable to shareholders of 6.886 million CNY, down 91.85% year-on-year [2] - The company has distributed a total of 896 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for PetroChina Machinery increased to 48,400, a rise of 4.43%, while the average circulating shares per person decreased by 4.24% to 19,553 shares [2] - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 7.714 million shares, an increase of 2.6834 million shares from the previous period [3] Group 4: Company Overview - PetroChina Machinery, established on September 28, 1998, and listed on November 26, 1998, is located in Wuhan, Hubei Province, and specializes in the manufacturing, sales, and maintenance of oil drilling equipment [1] - The company's main business revenue composition includes: oil machinery equipment (56.52%), oil and gas steel pipes (17.22%), others (14.80%), drilling bits and tools (10.01%), and hydrogen energy equipment (1.45%) [1]

Group 1 - The stock price of PetroChina Machinery increased by 2.06% on January 12, reaching 7.91 CNY per share, with a trading volume of 348 million CNY and a turnover rate of 4.74%, resulting in a total market capitalization of 7.562 billion CNY [1] - Year-to-date, the stock price has risen by 8.80%, with increases of 8.36% over the last five trading days, 12.52% over the last 20 days, and 22.26% over the last 60 days [1] - The company specializes in the manufacturing, sales, and maintenance of oil drilling equipment, with its main business revenue composition being 56.52% from oil machinery equipment, 17.22% from oil and gas pipes, 14.80% from other sources, 10.01% from drill bits and tools, and 1.45% from hydrogen energy equipment [1] Group 2 - As of December 19, the number of shareholders for PetroChina Machinery was 46,300, a decrease of 3.36% from the previous period, while the average circulating shares per person increased by 3.48% to 20,419 shares [2] - For the period from January to September 2025, the company reported a revenue of 4.819 billion CNY, a year-on-year decrease of 14.62%, and a net profit attributable to shareholders of 6.8856 million CNY, down 91.85% year-on-year [2] - The company has distributed a total of 896 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]

每经AI快讯，有投资者在投资者互动平台提问：贵公司在核电领域有哪些产品、技术？ 石化机械（000852.SZ）1月9日在投资者互动平台表示，公司无相关产品和技术。 （记者 曾健辉） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，中国石油化工集团有限公司、中石化石油机械股份有限公司取得一项名 为"一种提高扭矩传递能力的解卡螺杆钻具"的专利，授权公告号CN116537693B，申请日期为2023年5 月。 天眼查资料显示，中国石油化工集团有限公司，成立于1983年，位于北京市，是一家以从事石油和天然 气开采业为主的企业。企业注册资本32654722.2万人民币。通过天眼查大数据分析，中国石油化工集团 有限公司共对外投资了62家企业，参与招投标项目5000次，财产线索方面有商标信息282条，专利信息 4975条，此外企业还拥有行政许可68个。 中石化石油机械股份有限公司，成立于1998年，位于武汉市，是一家以从事专用设备制造业为主的企 业。企业注册资本95566.7689万人民币。通过天眼查大数据分析，中石化石油机械股份有限公司共对外 投资了15家企业，参与招投标项目1774次，专利信息1798条，此外企业还拥有行政许可25个。 ...

截至2025年12月31日收盘，石化机械（000852）报收于7.27元，较上周的7.25元上涨0.28%。本周，石 化机械12月29日盘中最高价报7.35元。12月31日盘中最低价报7.11元。石化机械当前最新总市值69.5亿 元，在专用设备板块市值排名58/177，在两市A股市值排名2610/5181。 本周关注点 公司公告汇总：子公司使用闲置募集资金17,300万元办理大额存单，年化收益率1.1% 公司公告汇总 中石化石油机械股份有限公司的子公司中石化氢能机械（武汉）有限公司使用暂时闲置募集资金进行现 金管理，在中国银行武汉东湖分行办理了17,300万元的大额存单和3,049万元的协定存款，产品期限至 2026年6月25日，预计年化收益率分别为1.1%和0.35%，均为保本保收益型产品。该事项已经公司董事 会和监事会审议通过，不影响募投项目正常实施，公司与签约银行无关联关系。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...