油气设备是指在石油和天然气勘探、生产、输送、储存和加工过程中使用的各种设备和工具。它们在油气行业中起着关键作用，用于提取、处理和利用天 然资源。 中油工程：中国领先、全球先进的石油工程建设企业 根据南方财富网产业链数据显示，公司产品线涵盖油气田地面工程、管道与储运工程、炼油与化工工程、环境工程、项目管理及其他等产品；产品广泛应 用于油气设服、天然气等领域。 近年来，公司营业收入、归母净利润、毛利率与净利率情况如下： 于2025年第三季度，中油工程披露了其业绩表现（如上图），其中主营业务收入212.42亿元，相较于去年同期12.84%。 2025年第三季度季报显示，中油工程公司毛利率7.42%，净利率0.27%，归属净利润5325.71万，同比增长-49.19%。 中曼石油：国内最具实力的民营钻井工程大包服务承包商和石油装备制造商 根据南方财富网产业链数据显示，公司产品线涵盖开采辅助活动、原油及其衍生品、石油及制品、石油管材贸易等产品；产品广泛应用于油气设服、机器 人、天然气等领域。 近年来，公司营业收入、归母净利润、毛利率与净利率情况如下： 于2025年第三季度，中曼石油披露了其业绩表现（如上图），其中主营业 ...

（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 ...

每经AI快讯，2月24日，石油天然气板块持续走强，准油股份、惠博普、贝肯能源、通源石油、洲际油 气、石化油服、中曼石油涨停，潜能恒信、科力股份涨超15%，博迈科、中海油服、蓝焰控股、海油发 展、中国海油跟涨。 ...

经济观察网根据贝肯能源（002828）(股票代码：002828)已公开信息，以下为截至2026年2月12日值得 关注的事件概述，主要涉及公司融资进展、项目投产计划及近期市场表现。相关事件均基于公司公告及 公开报道。 定增股票 贝肯能源于2025年12月调整了向特定对象发行A股股票的方案，将发行数量下调至不超过5,323.5474万 股，募集资金总额不超过3.48亿元，用于补充流动资金及偿还债务。该事项已于2025年12月30日根据深 交所审核意见完成申请文件修订，但目前尚需深交所审核通过并获中国证监会同意注册，最终结果及时 间仍存在不确定性。这一融资计划若实施，可能优化公司资本结构，但需关注监管审批进展。 公司项目推进 根据公司2025年12月15日对定增问询函的回复，贝肯能源通过子公司投资的加拿大油气勘探开发项目已 完成4口水平井完井作业，预计于2025年末至2026年初投产。项目投产后，根据可行性研究报告，税前 投资回收期约2.6年，可能为公司未来业绩带来增长潜力，但实际投产时间及效益需以官方公告为准。 2026年1月29日，贝肯能源股价涨停，涨停价14.56元，涨幅9.97%，当日成交额8.80亿元，主 ...

证券日报网讯 2月3日，贝肯能源在互动平台回答投资者提问时表示，公司股东人数在定期报告中统一 披露，截至2025年9月30日，公司股东总数为39342户。 （文章来源：证券日报） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920088 | 科力股份 | 42.50 | -17.95% | 10.74万 | 4.72 乙 | | 300164 | 通源石油 | 11.05 | -14.21% | 240.79万 | 26.98亿 | | 300191 | 潜能恒信 | 27.31 | -12.83% | 36.98万 | 10.38亿 | | 603619 | 中曼石油 | 31.22 | -10.00% | - 4.88万 | 1.52亿 | | 002207 | 准油股份 | 10.01 | -9.98% | 4.23万 | 4236.13万 | | 600871 | 石化油服 | 3.07 | -9.97% | 82.22万 | 2.52亿 | | 600339 | 中油工程 | 3.84 | -8.13% | 256.35万 | 10.05 Z | | 002828 | 贝肯能源 | 12.08 | -7.72% | 42.97万 | 5.22亿 | | 60 ...

Core Viewpoint - The domestic precious metals market experienced a historic shock on February 2, 2026, with significant declines in futures and stocks, prompting the Shanghai Gold Exchange to implement emergency risk control measures to stabilize the market [2][3][4]. Market Reaction - On February 2, the main silver futures contract on the Shanghai Futures Exchange hit the limit down, while gold futures fell over 10%, leading to a collective drop in the A-share precious metals sector, with over ten stocks hitting the limit down [2][6][7]. - The spot gold price fell below $4600 per ounce, with an intraday decline of 6.25%, reflecting a broader panic in the market [2][9]. Regulatory Response - The Shanghai Gold Exchange issued an urgent announcement to adjust the margin levels and price fluctuation limits for silver deferred contracts, aiming to curb excessive volatility and maintain market stability [3][4]. - The margin for silver contracts was raised from 20% to 26%, and the price fluctuation limit was increased from 19% to 25% in response to significant price movements [3][4]. Underlying Factors - The recent volatility in the precious metals market was attributed to multiple factors, including external liquidity concerns, changes in Federal Reserve policies, and panic selling among investors [11][12][14]. - The sharp decline in international gold prices, which fell over 12% in a single day, and the extreme volatility in silver prices, which dropped over 36%, were significant contributors to the market's instability [4][11]. Broader Market Impact - The panic in the precious metals market led to a domino effect, causing declines in related sectors such as oil and gas and telecommunications, with many stocks in these sectors also experiencing significant drops [10][11]. - The domestic commodity futures market saw widespread declines, with various precious metal futures hitting limit down, reflecting a broader market retreat [8][10]. Future Outlook - The long-term outlook for precious metals remains influenced by several key variables, including Federal Reserve policy adjustments, global liquidity changes, and geopolitical uncertainties [27][28]. - Despite the short-term volatility, the fundamental drivers for gold's long-term value, such as ongoing monetary easing and strong central bank demand, remain intact [24][25].

Core Viewpoint - The article discusses a significant decline in various sectors of the A-share market, particularly in precious metals and energy, driven by external market pressures and changes in liquidity conditions [1][2][3]. Group 1: Market Reactions - The precious metals sector in A-shares experienced a sharp decline, with multiple stocks hitting the daily limit down, including companies like Xiaocheng Technology and Zhaojin Gold [1]. - The oil and gas sector also faced severe losses, with companies such as Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit down due to a drop in natural gas prices influenced by warmer weather forecasts [2]. - Commodity futures markets saw widespread declines, with major contracts like silver and gold futures hitting limit down, reflecting a broader market sell-off [2]. Group 2: External Influences - The U.S. leveraged loan index has fallen to its lowest point since April 2025, indicating potential liquidity issues in the market, which is further corroborated by a significant drop in the cryptocurrency market [3]. - The adjustment of margin levels and price limits for silver contracts by the Shanghai Gold Exchange suggests increased volatility and risk in the precious metals market [1]. Group 3: Liquidity Concerns - A report from Tianfeng Securities highlights that the U.S. dollar liquidity index has dropped to -60%, indicating extreme tightening that could impact global assets [5]. - The potential appointment of Kevin Warsh as the new Federal Reserve Chair has raised concerns about a hawkish monetary policy, which could lead to further tightening and affect market expectations for interest rates [6].

Core Viewpoint - The oil service engineering sector experienced a decline of 3.38% on January 30, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Market Performance - The oil service engineering sector saw significant individual stock movements, with notable declines in Keli Co., Ltd. by 14.39% and Qianeng Hengxin by 12.83% [2]. - The trading volume for Keli Co., Ltd. was 138,000 shares, with a transaction value of 773 million yuan [2]. - The overall sector had a net outflow of 1 billion yuan from major funds, while retail investors contributed a net inflow of 656 million yuan [2][3]. Group 2: Individual Stock Analysis - Keli Co., Ltd. closed at 51.80 yuan, experiencing a drop of 14.39% with a trading volume of 138,000 shares [2]. - Qianeng Hengxin closed at 31.33 yuan, down 12.83%, with a trading volume of 457,200 shares [2]. - The stock of Huibo Yin fell by 6.14%, closing at 4.13 yuan, with a trading volume of 143,670 shares [2]. Group 3: Fund Flow Analysis - Major funds showed a net outflow from several stocks, including Keli Co., Ltd. with a net outflow of 75.27 million yuan [3]. - Retail investors showed a positive net inflow in stocks like Huibo Yin, with a net inflow of 58.99 million yuan [3]. - The stock of Haiyou Development had a net inflow of 18.4 million yuan from retail investors, despite a major fund outflow [3].

证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...