（来源：淘金ETF） 1. 通源石油 300164 公司是国内油气射孔与压裂技术领域的优质企业，主营油气田增产技术服务、钻井、完井、测井等一体 化油服业务，尤其在非常规油气开发环节具备突出技术实力。公司产品与服务覆盖国内主要油气产区， 并深度布局北美市场，与国际大型油企保持长期合作关系，射孔技术指标和作业效率在行业内具备较强 竞争力。随着国际油价持续走高，国内外油企勘探开发与增产投入明显加大，直接带动公司订单量、作 业量和毛利率同步改善。在页岩气、致密油等非常规资源开发提速的背景下，公司凭借成熟的技术方案 和稳定的服务能力，充分受益于行业高景气周期。同时，公司持续推进智能化、数字化作业升级，进一 步提升施工效率与成本控制能力，为业绩持续释放提供支撑，在本轮油服行情中具备较强的业绩弹性和 成长确定性。 2. 潜能恒信 300191 北京 公司专注于油气勘探开发技术服务，主营地震数据处理、解释、油气资源评价以及区块合作开发，是国 内领先的油气勘探技术服务商。公司拥有自主研发的高精度勘探解释系统，在复杂地质条件下的油气资 源识别与储量评估方面优势明显，核心技术壁垒较高。公司采用"技术换权益"的创新合作模式，参与国 ...

2月24日，市场冲高回落，创业板指盘中一度涨超2%。沪深两市成交额2.2万亿，较上一个交易日放量2194亿。盘面上，市场热点快速轮动，全市场超4000 只个股上涨，其中109只个股涨停。从板块来看，油气股集体上涨，通源石油、准油股份、山东墨龙、中海油服（核心股）等多股涨停。化工（核心股）板 块爆发，美邦股份4连板，红宝丽、红墙股份、澄星股份、金浦钛业涨停。培育钻石（核心股）概念大涨，四方达20cm涨停，黄河旋风涨停。玻纤概念反复 活跃，国际复材涨超4天2板，续创历史新高。下跌方面，影视院线、AI应用等板块跌幅居前。其中影视院线概念股集体大跌，光线传媒、中国电影等多股 跌停。截至收盘，沪指涨0.87%，深成指涨1.36%，创业板指涨0.99%。 今日全市场（不含ST股、退市股）共92股涨停，连板股总数7只，41股封板未遂，封板率为69%。焦点股方面，并购重组的韩建河山9天5板、豫能控股4连 板，光伏（核心股）板块协鑫集成9天5板，化工（核心股）板块美邦股份4连板，AI应用的风语筑6天4板。 一、板块异动 二、涨跌停温度 三、涨跌家数 1）油气：美国持续增兵中东，美伊关系愈发紧张，原油价格近日有所上涨。 2）化工 ...

马年第一个交易日（2月24日）开盘，最强的板块不是人工智能，也不是机器人，反而是油气板块。通 源石油开盘后1分钟，20%封死涨停板。整个油气开采板块集体暴拉，准油股份、中曼石油、山东墨 龙、洲际油气等纷纷涨停。 分析认为，当前，美伊关系紧张推高原油市场地缘风险溢价，布伦特原油价格自66美元/桶升至72美元/ 桶，净多持仓回升至两年高位，1月看涨期权成交量达历史峰值。市场担忧美伊冲突可能升级为全面战 争，影响霍尔木兹海峡原油供应，推动油价短期冲高。 那么，春季躁动第二阶段是否从油气开始呢？ 实物资产打头阵 长假期间，外围实物资产，如石油、金银等大幅拉升，助力今天A股相关板块表现。早盘，油气股全线 大涨，通源石油、准油股份、中曼石油、山东墨龙、洲际油气等纷纷涨停。石油ETF一度大涨7%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 开年"第一强"有些超出预期！ 有色金属亦集体飙升，板块涨幅超过3%。晓程科技、白银有色（维权）、湖南白银、江南新材等涨停 或涨幅超过10%。中国中铁等有色概念股亦大幅飙涨。 国金证券认为，当前原油市场由地缘政治风险主导，美伊关系紧张推升布伦特原油净多持仓及 ...

东方证券发布研报称，受地缘冲突影响，市场对油气供应减少的担忧上升，导致油价回升。由于油服项 目的建设周期较长，因此业主公司往往需要观察油价的持续性。目前的地缘冲突担忧推升了油价和市场 的期待，但油服的景气度回升仍需要事件。我们预计从油价回升到油服景气传导至少需要半年左右。考 虑到下游公司对供应商的筛选会更加重视长期合作，因此我们认为高竞争力的企业更有望受益复苏。 油服股逆市拉升，截至发稿，普达特科技(00650)涨10.91%，报0.305港元；山东墨龙（002490）(00568) 涨8.74%，报4.48港元；中石化油服（600871）(01033)涨4.17%，报1港元；中海油服（601808）(02883) 涨1.78%，报10.31港元。 消息面上，据报道，美国总统特朗普已告诉其顾问，他"倾向于在未来数日（对伊朗）进行初步打击"， 然后在未来数月发动一场更大规模的军事打击，迫使伊朗"屈服"并按美方要求达成协议。市场担忧美国 对伊朗采取军事打击，从而造成伊朗甚至波斯湾地区石油生产与物流中断。 ...

每经AI快讯，2月24日，港股油气设备走强，截至发稿，山东墨龙(00568.HK)涨11%、中石化油服 (01033.HK)涨6%、中海油田服务(02883.HK)涨3%。 ...

经济观察网 山东墨龙近期热点集中在2025年业绩扭亏为盈及债务重组进展。2026年1月29日公司发布业 绩预告，预计2025年归属于上市公司股东的净利润为400万元至600万元，实现扭亏为盈。同时，2025年 12月底债务重组方案落地，寿光国资通过资产抵债方式化解3.61亿元欠款，短期内改善资产负债结构。 这些事件缓解了财务压力，但对长期业绩的影响仍需关注主业盈利及行业景气度。 财报分析 根据业绩预告，山东墨龙2025年扭亏主要得益于海外市场拓展（国外营收同比增长约50%）、成本管控 及非经常性损益贡献（如政府补助等）。不过，扣非净利润仍为负值（-2850万元至-2500万元），显示 主业盈利基础尚不稳固。公司近年营收波动较大，2024年营收13.56亿元，同比增长2.95%，但2023年同 比下滑52.36%。 股票近期走势 近期山东墨龙A股股价呈现回调态势。截至2026年2月13日，最新收盘价为7.70元，当日下跌1.91%，近 5日累计跌幅6.10%。资金面显示短期博弈活跃，2月13日主力资金净流入16.18万元，但此前一周（如2 月9日）主力资金净流出443.82万元，反映市场分歧。换手率维持在4%- ...

Core Viewpoint - Shandong Molong (002490) is expected to turn a profit in 2025, with a net profit forecast of 4 million to 6 million yuan, aided by debt restructuring and improved financial conditions, though long-term performance will depend on core business profitability and industry conditions [1][2][3]. Financial Performance - The company anticipates a net profit attributable to shareholders of 4 million to 6 million yuan for the year 2025, marking a turnaround from losses in the previous year, driven by overseas market expansion, cost control, and contributions from non-recurring gains [2]. - By the end of December 2025, the debt restructuring plan was implemented, with Shouguang State-owned Assets resolving 361 million yuan of debt through asset swaps, which improved the asset-liability structure in the short term [3]. Stock and Capital Performance - As of February 9, 2026, Shandong Molong's stock price was 8.37 yuan per share, reflecting a 2.07% increase on that day, although there was a net outflow of 4.4382 million yuan in principal funds, indicating active short-term capital speculation [4]. - The stock had previously reached a nearly one-year high, but the weekly net outflow of principal funds suggests market divergence [4]. Industry Policy and Environment - Multiple institutions have indicated that a turning point in the petrochemical industry cycle is emerging in 2026, with demand for oil and gas equipment expected to benefit from fluctuating oil prices and increased upstream capital expenditures [5]. - As an energy equipment company, Shandong Molong's long-term performance will be influenced by industry policies and global oil and gas project investments [5].

Core Viewpoint - ST Zhongzhu (600568.SH) announced the resignation of director Liu Huaping due to personal reasons, while he will continue to serve as the company's vice president and general manager of Zhuhai Zhongzhu Hongqi Investment Co., Ltd [1] Group 1 - The board of directors received Liu Huaping's written resignation report on February 9, 2026 [1] - Liu Huaping will retain his position as vice president and general manager after resigning from the board and related committees [1]

Core Viewpoint - ST Zhongzhu (600568.SH) announced that it received a notice from Zhongshengyuan regarding a share reduction plan due to its own funding needs, intending to reduce its holdings in the company through centralized bidding and block trading [1] Summary by Category Share Reduction Plan - Zhongshengyuan plans to reduce its holdings by no more than 59.7861 million shares, accounting for no more than 3% of the company's total share capital [1] - The reduction will occur through two methods: centralized bidding and block trading [1] Centralized Bidding Details - Under the centralized bidding method, the total number of shares reduced within any continuous 90 natural days will not exceed 1% of the company's total share capital, which is equivalent to no more than 19.9287 million shares [1] Block Trading Details - For the block trading method, the total number of shares reduced within any continuous 90 natural days will not exceed 2% of the company's total share capital, amounting to no more than 39.8574 million shares [1] - The implementation of the reduction will be based on the market price at the time of execution [1]

Group 1 - The core point of the article is that ST Zhongzhu (600568.SH) announced that its shareholder, Shenzhen Zhongshengyuan Enterprise Management Center (Limited Partnership), plans to reduce its holdings by up to 59.7861 million shares, which represents no more than 3% of the company's total share capital [1]