| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002828 | 贝肯能源 | 12.21 | 5.35% | 39.50万 | | 4.77亿 | | 002554 | 惠博音 | 3.66 | 5.17% | 45.48万 | | 1.64亿 | | 002207 | 准油股份 | 8.33 | 4.52% | 29.41万 | | 2.42亿 | | 300164 | 通源石油 | 5.80 | 4.13% | 71.39万 1 | | 4.10亿 | | 920088 | 科力股份 | 30.15 | 2.20% | 1.79万 | | 5390.59万 | | 300191 | 潜能恒信 | 18.58 | 1.86% | 3.85万 | | 7137.28万 | | 600871 | 石化油服 | 2.28 | 1.33% | 127.56万 | | 2.89亿 | | 603727 | 博迈科 | 15.36 | 1.05% | 8.44万 | | 1.30亿 | ...

证券之星消息，11月27日油服工程板块较上一交易日上涨0.07%，仁智股份领涨。当日上证指数报收于 3875.26，上涨0.29%。深证成指报收于12875.19，下跌0.25%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002629 | 仁智股份 | 8.33 | 5.04% | 24.23万 | | 1.9867 | | 600968 | 海油发展 | 3.73 | 0.54% | 24.16万 | | 8990.22万 | | 603609 | 中曼石油 | 23.27 | 0.52% | 8.17万 | | 1.91亿 | | 600339 | 中油工程 | 3.35 | 0.30% | P 29.47万 | | 9864.07万 | | 002554 | 惠博音 | 3.48 | 0.29% | 30.07万 | | 1.05亿 | | 600583 | 海滩工程 | 5.39 | 0.19% | 26.32万 | | 1.42亿 | ...

Market Overview - The Shanghai Composite Index rose by 0.05% on November 24, with 19 sectors experiencing gains, led by defense and military industry (up 4.31%) and media (up 3.49%) [1] - The oil and petrochemical sector saw the largest decline, down 1.21%, followed by coal, which fell by 1.09% [1] Capital Flow - The main capital outflow from both markets totaled 10.192 billion yuan, with 11 sectors seeing net inflows [1] - The defense and military sector had the highest net inflow of 5.466 billion yuan, while the media sector followed with 2.542 billion yuan [1] - The electronic sector experienced the largest net outflow, totaling 6.708 billion yuan, followed by the power equipment sector with 2.087 billion yuan [1] Oil and Petrochemical Sector Analysis - The oil and petrochemical sector experienced a decline of 1.21%, with a net capital outflow of 530 million yuan [2] - Out of 47 stocks in this sector, 24 rose, including one that hit the daily limit, while 20 fell [2] - The top net inflow stocks included Rongsheng Petrochemical (43.186 million yuan), Huibo Technology (31.2136 million yuan), and Bomaike (25.2525 million yuan) [2] Individual Stock Performance - Major stocks with significant net outflows included China Petroleum (-2.49%, -316.2775 million yuan), China National Offshore Oil Corporation (-3.15%, -157.0026 million yuan), and Guanghui Energy (-0.59%, -42.7184 million yuan) [3][4] - Stocks with notable gains included Bomaike (up 10.01%, 25.2525 million yuan) and Huibo Technology (up 2.65%, 31.2136 million yuan) [4]

数据显示，截至2025年10月31日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(002353)、广汇能源(600256)、招商轮船 (601872)、中远海能(600026)、新奥股份(600803)、大众公用(600635)、招商南油(601975)，前十大权重 股合计占比65.09%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 区域局势降温，亚洲早盘油价走低。华泰证券认为，产油国"利重于量"诉求未改，OPEC+在短期牺牲 价格以争取市场份额后，再平衡压力有望推动新一轮协同达成，叠加北美页岩油成本影响，60美元/桶 的布伦特油价中枢在南美供应增量集中释放、全球能源转型进一步提速之前仍有望得到支撑，具备增产 降本能力及天然气业务增量的高分红能源龙头企业，或将具有配置机遇。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 截至2025年11月24日 09:49，国证石油天然气指数(399 ...

每经AI快讯，11月24日，A股油气开采及服务板块盘初走强，惠博普涨超6%，贝肯能源、科力股份涨 超2%，博迈科、通源石油、洲际油气跟涨。 每日经济新闻 ...

Core Viewpoint - The company has received a letter of award from NK Petroleum Company Limited for the Naft Khana oilfield rehabilitation project, with a contract value of approximately $225.22 million, which is expected to significantly impact the company's revenue and market position in the Middle East [3][8]. Group 1: Project Overview - The company has been awarded the EPCOM contract for the Naft Khana oilfield rehabilitation project, with a total contract amount of $225,218,000, equivalent to approximately RMB 15.96 billion [3][5]. - The project will involve engineering, procurement, operation, and maintenance services, with a project duration of 18 months for temporary acceptance and an additional 36 months for operation and maintenance [6]. Group 2: Owner and Project Details - The owner of the project, NK Petroleum Company Limited, is primarily engaged in oil and gas development investments in Iraq, and there are no prior significant business dealings between the company and NK Petroleum [4]. - The project is located in the Naft Khana oilfield in Iraq [7]. Group 3: Impact on the Company - Winning this project is expected to strengthen the company's market position in the Middle East, enhance its competitiveness, and lay a solid foundation for further expansion into overseas markets [8]. - The contract amount represents 61.20% of the company's audited revenue for the fiscal year 2024, indicating a substantial positive impact on the company's financial performance for 2026-2027 [8].

不过，惠博普提示风险称，公司虽已收到《授标函》，但中标项目的正式合同尚未签订；未来合同条款 尚存在一定的不确定性，合同金额、履行期限等合同条款均以最终签署的合同为准，公司将根据合同签 订情况及时履行信息披露义务等。 惠博普是一家国际化的油气资源开发及利用综合解决方案服务商，致力于为全球客户提供高效、清洁的 能源及能源生产方式。公司主营业务包括油气工程及服务（EPCC）、环境工程及服务、油气资源开发 及利用。报告期内公司所从事的主要业务、主要产品及其用途、经营模式、主要的业绩驱动因素等未发 生重大变化。 从经营业绩看，10月24日晚间，惠博普发布三季报称，2025年前三季度，公司实现营收16.08亿元，同 比下降0.17%；归母净利润1052.67万元，同比增长113.73%；第三季度营业收入7.29亿元，同比增长 115.50%；归母净利润为-3386.46万元。 今年9月，惠博普在投资者活动中表示，2025年上半年，公司深耕海外市场，聚焦高价值项目，推进高 潜力项目落地，但由于海外市场项目准入门槛提高、市场竞争白热化，上半年未取得较大规模的新签订 单。下半年，公司将继续推进海外跟踪项目的落地，加强新兴市场开 ...

Group 1: Shareholding Changes - Company Zhaoyi Innovation announced that several directors and senior management personnel plan to reduce their holdings by a total of 249,000 shares, with specific reductions from the vice chairman and general manager, as well as other vice presidents [1] - Company Super Aerospace announced a stock suspension due to its controlling shareholders planning a significant matter that may lead to a change in control [2] - Company Haosai is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [5] Group 2: Major Contracts and Projects - Company Dajin Heavy Industry's wholly-owned subsidiary signed a contract worth approximately 1.339 billion yuan for a European offshore wind farm project, which represents 35.41% of the company's audited revenue for 2024 [3] - Company Ruifeng New Materials plans to increase capital by 200 million yuan in a related party to advance a lithium hexafluorophosphate project [6] Group 3: Regulatory Actions - Company Jushi Chemical received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [4] - Company Huosai is also under investigation by the CSRC for similar reasons [5] Group 4: Investment and Acquisitions - Company Gao Neng Environment plans to acquire 45.2% equity in three mining companies [7] - Company Aerospace Electric intends to purchase 32% equity in Shenzhen Aerospace Electric Motor System Co., Ltd. through public bidding [8]

Group 1 - Central Plaza received a warning letter from Jiangsu Securities Regulatory Commission due to failure to timely disclose significant litigation progress and accounting treatment, affecting the accuracy of the 2025 semi-annual report [4] - Jiaron Technology announced a stock suspension as it plans a major asset restructuring through share issuance and fundraising, with the suspension expected to last no more than 10 trading days [5] - Maiwei Co. is undergoing a debt restructuring involving accounts receivable totaling 371 million yuan, with an estimated loss of 85.465 million yuan, aimed at accelerating cash flow recovery and reducing receivables risk [6] Group 2 - New World plans to use up to 850 million yuan of idle fundraising to purchase financial products or deposits, having previously used 575 million yuan for similar purposes [7] - Huyou Pharmaceutical's HYP-6589 tablet clinical trial application for treating advanced non-small cell lung cancer has been accepted by the National Medical Products Administration [8] - Sunshine Nuohuo's lawsuit against Hengsheng Pharmaceutical has entered the second instance, with the original claim amounting to 20 million yuan and a counterclaim of 740.73 thousand yuan [9] Group 3 - Guolian Aquatic received a warning letter from Guangdong Securities Regulatory Commission for non-operating fund occupation by its controlling shareholder, with a total borrowing of 7.8 million yuan [10] - Renfu Pharmaceutical's application for the marketing authorization of Dexmethylphenidate capsules has been accepted, targeting ADHD treatment [11] - Jindi Co. signed a strategic cooperation letter with Dongpei Co. to explore collaboration on humanoid robot harmonic reducer assemblies [12] Group 4 - Yuyuan Co. repurchased 1 million A-shares for a total payment of approximately 5.386 million yuan, as part of a broader repurchase plan of 200-300 million yuan [13] - Yuheng Pharmaceutical's executives increased their holdings by 1.12% through a judicial auction, acquiring 25 million shares [14] - Zhonghuan Co. shareholders plan to reduce their holdings by 1.02% and 0.24% respectively, citing personal funding needs [15] Group 5 - Huibo Co. won a contract for the Iraq NaftKhana oilfield restoration project worth approximately 1.596 billion yuan, expected to significantly impact 2026-2027 performance [17] - Dajin Heavy Industry's subsidiary signed a contract for a European offshore wind farm project valued at approximately 1.339 billion yuan, representing 35.41% of the company's 2024 audited revenue [18]

Group 1 - Daikin Heavy Industries' subsidiary signed a contract worth approximately 1.339 billion yuan for an offshore wind farm project in Europe, accounting for 35.41% of the company's audited revenue for 2024 [1] Group 2 - Zhaoyi Innovation announced that several board members and senior management plan to reduce their holdings by a total of 249,000 shares, due to personal financial needs, with the reduction period set from December 15, 2025, to March 14, 2026 [2] Group 3 - Jushi Chemical received a notice from the China Securities Regulatory Commission regarding an investigation for suspected violations of information disclosure laws, while the company's operations continue normally [3][6] Group 4 - Chaozhuo Aerospace announced a stock suspension due to major matters being planned by its controlling shareholders, which may lead to a change in control [4] Group 5 - Heng Rui Medicine received approval for clinical trials of SHR-1139 injection, a biopharmaceutical with no similar products approved for sale domestically or internationally, with a cumulative R&D investment of approximately 100.13 million yuan [5] Group 6 - Huayou Pharmaceutical's HYP-6589 tablet for treating advanced non-small cell lung cancer received a clinical trial application acceptance notice, with no similar products approved for sale [8] Group 7 - Renfu Pharmaceutical's application for the marketing license of Dexamethasone L-amphetamine capsules was accepted, aimed at treating ADHD, with a cumulative R&D investment of approximately 90 million yuan [10] Group 8 - Huibo Group won a bid for a 1.596 billion yuan project for the restoration of an oil field in Iraq [10]