证券代码：002554 证券简称：惠博普 公告编号：HBP2026-013 华油惠博普科技股份有限公司 关于持股 5%以上股东减持至 5%以下 暨权益变动的提示性公告 本公司持股 5％以上股东黄松保证向公司提供的信息内容真实、准确、完整， 不存在虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动为持股 5%以上的股东通过集中竞价的方式减持公司股份，不 触及要约收购，不会导致公司控股股东、实际控制人发生变化，不会影响公司的治 理结构和持续经营； 2、本次权益变动后，黄松持有公司股份共计 66,685,942 股，占公司总股本的 4.99999%，不再是公司持股 5%以上股东； 3、本次减持事项已按照相关规定进行了预披露，本次实际减持情况与此前预披 露的减持计划、减持意向一致，不存在违反已披露的减持计划及相关承诺的情形。 4.承诺、计划等履行情况 本次变动是否为履行已作 出的承诺、意向、计划 是□ 否√ 如是，请说明承诺、意向、计划的具体情况及履行进度。 本次变动是否存在违反《证 券法》、《上市公司收购管理 办法》等法律、行政法规、 ...

华油惠博普科技股份有限公司 简式权益变动报告书 住所或通信地址：北京市海淀区马甸东路 17 号金澳国际写字楼 12 层 股权变动性质：股份减少 签署日期：2026 年 3 月 18 日 华油惠博普科技股份有限公司 简式权益变动报告书 华油惠博普科技股份有限公司 简式权益变动报告书 上市公司名称：华油惠博普科技股份有限公司 上市地点：深圳证券交易所 上市公司股票简称：惠博普 上市公司股票代码：002554 信息披露义务人：黄松 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 及其他相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告不需要获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报 告书已全面披露信息披露义务人在华油惠博普科技股份有限公司中拥有权益的 股份变动情况。 截至本报告书签署日，除本报 ...

证券代码：002554 证券简称：惠博普 公告编号：HBP2026-012 华油惠博普科技股份有限公司 关于董事、高级管理人员及其配偶增持公司股份计划 的公告 本次增持人员保证向公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、华油惠博普科技股份有限公司（以下简称"公司"）董事、常务副总经理、 董事会秘书兼财务负责人张中炜先生及其配偶林娜女士，拟通过深圳证券交易所 交易系统以集中竞价交易或大宗交易方式，合计增持公司股份不低于 200 万股， 且不超过 400 万股。 2、本次增持计划不设价格区间，将根据公司股票价格的波动情况及资本市 场整体趋势，择机实施增持计划。 3、本次增持计划实施期限为自本公告之日起 6 个月内（即 2026 年 3 月 13 日至 2026 年 9 月 12 日）。 本次计划增持主体的具体持股情况如下： | 姓名 | 职务 | 持股数量（股） | 持股比例 | | --- | --- | --- | --- | | 张中炜 | 董事、常务副总经理、董事会秘书、 | 306,82 ...

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]

证券代码：002554 证券简称：惠博普 公告编号：HBP2026-011 公司将持续关注本次交易的后续进展情况，并严格按照相关法律法规的规定 和要求，及时履行信息披露义务。敬请广大投资者谨慎决策，注意投资风险。 2026 年 1 月 14 日，公司控股股东长沙水业集团有限公司（以下简称"水业 集团"）与天津百利机械装备集团有限公司（以下简称"百利装备集团"）签署 了《股份转让协议》，协议约定水业集团将其持有的公司 341,432,339 股股份（占 公司总股本的 25.60%）转让给百利装备集团。本次交易最终转让完成后，水业 集团将持有公司股份 65,627,384 股，占公司总股本的 4.92%。百利装备集团将直 接持有公司 341,432,339 股股份，占公司总股本的 25.60%，成为公司控股股东， 天津市人民政府国有资产监督管理委员会将成为公司的实际控制人。具体内容详 见公司于 2026 年 1 月 15 日在巨潮资讯网（www.cninfo.com.cn）上刊登的《关于 控股股东签署股份转让协议暨控制权拟发生变更的提示性公告》（公告编号： HBP2026-005）。 二、控制权变更进展 2026 ...

华油惠博普科技股份有限公司（以下简称"公司"）股票（证券简称：惠博 普，证券代码：002554）连续两个交易日（2026 年 3 月 2 日、2026 年 3 月 3 日） 收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的规定， 属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 证券代码：002554 证券简称：惠博普 公告编号：HBP2026-010 华油惠博普科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，不存在虚假 记载、误导性陈述及重大遗漏。 一、股票交易异常波动的情况 针对公司股票交易异常波动情况，公司对有关事项进行了自查及核实，现对 相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、公司目前生产经营情况正常，内外部经营环境未发生重大变化。 4、公司及公司控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事项，也不存在处于筹划阶段的重大事项。 5、公司控股股东、实际控制人在本次股票交易异常波动期间未 ...

Industry Overview - Oil and gas equipment plays a crucial role in the exploration, production, transportation, storage, and processing of petroleum and natural gas resources [1][35]. Company Performance 中油工程 (China Oil Engineering) - Main business revenue reached 21.242 billion yuan, a year-on-year increase of 12.84% [3][37]. - Gross margin is 7.42%, net margin is 0.27%, and net profit attributable to shareholders is 53.2571 million yuan, down 49.19% year-on-year [5][39]. 中曼石油 (Zhongman Petroleum) - Main business revenue is 1.003 billion yuan, a year-on-year decrease of 11.44% [6][42]. - Net profit is 153 million yuan, with a year-on-year decline of 36.38%, and gross margin is 45.8% [6][44]. 准油股份 (Zhunyou Co., Ltd.) - Main business revenue is 91.7559 million yuan, with a year-on-year decrease of 20.2% [11][47]. - Net profit is -12.9405 million yuan, a significant decline of 983.39% year-on-year, and gross margin is -2.37% [12][49]. 惠博普 (HBP) - Main business revenue is 729 million yuan, a year-on-year increase of 115.5% [15][51]. - Gross margin is 6.29%, net margin is -4.76%, and net profit is -33.8646 million yuan, up 68.47% year-on-year [17][53]. 贝肯能源 (Beiken Energy) - Main business revenue is 282 million yuan, a year-on-year increase of 19.1% [19][55]. - Net profit is 15.193 million yuan, with a year-on-year growth of 8.73%, and gross margin is 19.01% [21][57]. 新锦动力 (Xinjindongli) - Main business revenue is 191 million yuan, a year-on-year increase of 279.13% [23][59]. - Net profit is 53.3474 million yuan, with a year-on-year growth of 247.12%, and gross margin is 35.96% [25][61]. 通源石油 (Tongyuan Petroleum) - Main business revenue is 308 million yuan, a year-on-year decrease of 2.31% [27][63]. - Net profit is 17.5887 million yuan, with a year-on-year growth of 31.16%, and gross margin is 25.47% [29][65]. 潜能恒信 (Qian Neng Heng Xin) - Main business revenue is 196 million yuan, achieving a year-on-year growth of 63.54% [31][67]. - Net profit is 9.618 million yuan, with a year-on-year growth of 181.36%, and gross margin is 36.52% [33][69].

Group 1 - Tongyuan Petroleum is a leading company in oil and gas perforation and fracturing technology, providing integrated oilfield services and excelling in unconventional oil and gas development [1][21] - The company has a strong technical capability and competitive edge in perforation technology and operational efficiency, benefiting from rising international oil prices and increased exploration investments [1][21] - The company is advancing smart and digital operations to enhance construction efficiency and cost control, ensuring sustained performance in the current oil service market [1][21] Group 2 - Qianeng Huanxin focuses on oil and gas exploration and development technology services, with a strong proprietary exploration interpretation system [2][22] - The company employs an innovative "technology for equity" model, participating in various oil and gas blocks, which enhances its revenue structure as exploration results convert to production [2][22] - Increased global oil company capital expenditures during the oil price upcycle are driving demand for the company's technical services [2][22] Group 3 - China Oil Engineering is a core engineering construction platform under PetroChina, specializing in full-chain oil and gas engineering contracting [3][23] - The company has a robust order book and is expanding its business internationally, particularly under the Belt and Road Initiative [3][23] - The company is also diversifying into green low-carbon businesses, enhancing its long-term growth potential [3][23] Group 4 - Blue Flame Holdings is a leading company in coalbed methane exploration and development, with significant resource reserves and extraction capabilities [4][24] - The company benefits from supportive policies for clean energy and rising demand for coalbed methane, leading to improved sales and profit margins [4][24] - The company is expanding its production capacity and pipeline layout, ensuring stable growth in performance [4][24] Group 5 - Zhun Oil Co. specializes in oilfield technical services in Xinjiang, maintaining strong partnerships with local oil companies [5][25] - The company is well-positioned to benefit from increased oil production and maintenance demands due to rising oil prices [5][25] - The company has a flexible operating mechanism that allows it to adapt quickly to the needs of small oil fields and unconventional oil and gas development [5][25] Group 6 - Zhongman Petroleum is a private enterprise with a full industry chain in oil and gas, achieving dual-driven growth through technical services and resource development [6][26] - The company has seen significant improvements in production and sales revenue due to rising oil prices [6][26] - The company is recognized for its project management capabilities and is positioned for strong growth in the recovery phase of the industry [6][26] Group 7 - Huibo Pu specializes in oilfield ground engineering and environmental protection, with leading technology in oil-water separation and wastewater treatment [7][27] - The company is experiencing increased demand for its services due to rising oil and gas development investments [7][27] - The company is expanding its presence in overseas markets, enhancing its competitiveness [7][27] Group 8 - CNOOC Services is a leading offshore oil and gas exploration and development service provider, with a comprehensive service offering [8][29] - The company benefits from increased capital expenditures in offshore oil and gas due to rising oil prices [8][29] - The company is expanding its international market presence, enhancing its competitive position globally [8][29] Group 9 - Beiken Energy focuses on drilling engineering and has a strong competitive position in the drilling sector [9][30] - The company is experiencing significant growth in work volume and revenue due to rising oil prices [9][30] - The company is expanding its overseas business, particularly in the Middle East and Central Asia [9][30] Group 10 - Bomaike specializes in high-end marine engineering equipment manufacturing, with a strong international competitive edge [10][31] - The company is seeing increased demand for its modules due to the recovery of global offshore oil and gas development [10][31] - The company is also diversifying into offshore wind and new energy modules, enhancing its long-term growth potential [10][31] Group 11 - Intercontinental Oil and Gas focuses on overseas oil and gas development, with high-quality resource blocks [11][32] - The company is improving its financial performance due to rising oil prices and stable production growth [11][32] - The company is optimizing its asset structure and increasing operational efficiency [11][32] Group 12 - Sinopec Oil Services is a leading oil service provider in China, with a comprehensive service network across major oil and gas production areas [12][33] - The company is benefiting from increased capital expenditures in upstream operations due to rising oil prices [12][33] - The company is improving its profitability and operational efficiency, positioning itself for sustained growth [12][33] Group 13 - Shouhua Gas focuses on unconventional natural gas development, with stable resource reserves and customer channels [13][34] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved sales and profitability [13][34] - The company is expanding its urban gas business, enhancing its resilience and growth potential [13][34] Group 14 - China National Offshore Oil Corporation is the largest offshore oil and gas producer in China, with strong cost control and profitability [14][36] - The company is experiencing significant revenue and profit growth due to rising oil prices [14][36] - The company is committed to increasing production in key offshore areas, ensuring long-term growth [14][36] Group 15 - CNOOC Engineering is a leading marine oil and gas engineering construction company, with a strong order book and growth potential [15][37] - The company is benefiting from increased investments in offshore oil and gas development [15][37] - The company is also diversifying into offshore wind and renewable energy projects [15][37] Group 16 - Guanghui Energy is a comprehensive energy service provider with a diverse product portfolio [16][38] - The company is experiencing improved profitability due to rising oil prices and strong sales growth [16][38] - The company is also expanding into new energy and green chemical businesses, enhancing its long-term growth potential [16][38] Group 17 - CNOOC Development is a comprehensive energy service platform with a focus on oilfield technical services and energy logistics [17][39] - The company is seeing strong demand for its services due to increased offshore oil and gas investments [17][39] - The company is expanding into innovative businesses such as offshore renewable energy and carbon assets [17][39] Group 18 - New Natural Gas focuses on natural gas extraction and sales, with a complete upstream and downstream layout [18][40] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved profitability [18][40] - The company is expanding its production capacity and market reach, ensuring stable growth [18][40] Group 19 - ST Xinchao focuses on overseas oil and gas asset development, with significant resource value appreciation due to rising oil prices [19][41] - The company is improving its operational efficiency and cash flow through debt optimization [19][41] - The company is positioned for significant performance and valuation recovery in the current industry cycle [19][41] Group 20 - Shandong Molong is an important player in the oil machinery equipment sector, manufacturing key oil extraction equipment [20][42] - The company is experiencing increased demand for its products due to rising oil prices and investment in oil extraction [20][42] - The company is enhancing its competitiveness through technology upgrades and expanding into overseas markets [20][42] Group 21 - Jerry Holdings is a leading company in the oil and gas equipment and service industry, specializing in high-end oil and gas equipment manufacturing [21][44] - The company is benefiting from increased demand for its products due to the growth in unconventional oil and gas development [21][44] - The company is expanding its presence in international markets and diversifying into new energy equipment [21][44]

Core Viewpoint - The oil and gas sector is experiencing a strong upward trend, with multiple companies seeing significant stock price increases [1] Group 1: Company Performance - Companies such as Junyou Co., Huibo Group, Beiken Energy, Tongyuan Petroleum, Intercontinental Oil & Gas, Sinopec Oilfield Service, and Zhongman Petroleum have reached their daily price limits [1] - Potential Energy, Keli Co., and other firms have seen stock price increases exceeding 15% [1] - Other companies including Bomai Ke, CNOOC Services, Blue Flame Holdings, Oil Development, and China National Offshore Oil Corporation are also experiencing price increases [1]

Summary of Key Points Core Viewpoint - On February 13, Huibo Group executed a block trade of 4.3248 million shares, amounting to 15.007 million yuan, which represented 7.71% of the total trading volume for the day. The transaction price was 3.47 yuan, reflecting an 8.68% discount compared to the market closing price of 3.8 yuan [1]. Group 1 - The block trade involved a total of 432.48 million shares at a price of 3.47 yuan per share [1]. - The total transaction value for the block trade was 15.007 million yuan [1]. - The discount of 8.68% indicates a significant deviation from the market closing price, suggesting potential investor sentiment or market conditions influencing the trade [1]. Group 2 - The trading details include multiple transactions on the same day, with various volumes and values associated with different brokerage firms [2]. - Specific transactions included 207,000 shares for a total of 718.28 thousand yuan, 88.74 thousand shares for 307.93 thousand yuan, and 136.74 thousand shares for 474.49 thousand yuan, all at the same price of 3.47 yuan [2]. - The transactions were facilitated by Huatai Securities and other brokerage firms, indicating active participation from multiple market players [2].