Market Overview - On August 29, the oil service engineering sector declined by 1.11%, with Haiyou Development leading the drop [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - Among the oil service engineering stocks, Zhongman Petroleum (603619) rose by 1.98% to a closing price of 19.57, with a trading volume of 174,400 shares and a transaction value of 340 million yuan [1] - Haiyou Development (600968) fell by 2.44% to a closing price of 66, with a trading volume of 927,500 shares and a transaction value of 374 million yuan [2] - Other notable performers include Renji Co. (002629) with a 1.48% increase and a closing price of 6.85, and Qianeng Hengxin (300191) with a 1.28% increase and a closing price of 20.56 [1][2] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 165 million yuan from institutional investors, while retail investors saw a net inflow of 80.99 million yuan [2] - The capital flow for individual stocks indicates that Zhongman Petroleum had a net inflow of 56.2 million yuan from institutional investors, while Haiyou Development had a net outflow of 9.35 million yuan [3]

Core Insights - Beiken Energy (002828.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating a total of 2 institutional investors holding shares, amounting to 2.793 million shares, which represents 1.39% of the total share capital [1] - The institutional holding ratio decreased by 2.48 percentage points compared to the previous quarter [1] - One public fund, Yimin Quality Upgrade Mixed A, was disclosed during this period, with no new public funds reported compared to the previous quarter [1] - Two foreign institutions, including MORGAN STANLEY & CO. INTERNATIONAL PLC. and UBS AG, were newly disclosed as investors in this period [1]

Group 1 - The core viewpoint of the news is that Beiken Energy (002828) has shown significant growth in its financial performance for the first half of 2025, with notable increases in revenue and net profit compared to the previous year [1] - The total operating revenue for the first half of 2025 reached 465 million yuan, representing a year-on-year increase of 26.14% [1] - The net profit attributable to shareholders for the same period was 13.82 million yuan, up 33.35% year-on-year [1] Group 2 - In Q2 2025, the total operating revenue was 323 million yuan, marking a substantial year-on-year increase of 59.96% [1] - The net profit attributable to shareholders in Q2 2025 was 8.80 million yuan, showing an impressive year-on-year increase of 1803.17% [1] - The company's gross profit margin was 21.42%, a decrease of 2.13% compared to the previous year, while the net profit margin improved by 4.62% to 2.93% [1] Group 3 - The company reported a significant increase in cash assets, with monetary funds reaching 281 million yuan, a rise of 157.50% year-on-year [1] - Accounts receivable increased to 730 million yuan, up 12.15% from the previous year, with accounts receivable to profit ratio reaching 16889.3% [1][3] - The total expenses (selling, administrative, and financial) amounted to 46.80 million yuan, accounting for 10.07% of revenue, a decrease of 25.45% year-on-year [1] Group 4 - The company's return on invested capital (ROIC) was reported at 1.82%, indicating weak capital returns in recent years [2] - The historical median ROIC since the company went public is 6.62%, with a particularly poor performance in 2022, where ROIC was -23.35% [2] - The company has a healthy cash asset position, but attention is needed on cash flow and debt levels, with a debt ratio of 31.06% for interest-bearing liabilities [3]

Group 1 - The core point of the article is that Chen Pinggui, a stakeholder in Beiken Energy, received a warning letter from the Xinjiang Regulatory Bureau of the China Securities Regulatory Commission for violating securities laws and regulations through improper trading activities [1] - On June 6, 2025, Chen Pinggui reduced his holdings in Beiken Energy (stock code: 002828) by 1.98 million shares, which accounted for 0.9851% of the total share capital, decreasing his ownership from 15.1651% to 14.18% [1] - The regulatory action taken includes issuing a warning letter and recording the incident in the securities and futures market integrity archive [1]

Company Summary - Beiken Energy (SZ 002828) announced its sixth board meeting on August 26, 2025, to review the 2025 semi-annual report and related documents [1] - For the first half of 2025, Beiken Energy's revenue composition was 99.63% from oil and gas exploration and development, with other businesses contributing 0.37% [1] Industry Insights - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 贝肯能源控股集团股份有限公司 2025 年半年度报告全文 贝肯能源控股集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 编制单位：贝肯能源控股集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 281,464,810.94 | 348,216,666.00 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 191,290,452.00 | 9,268,831.79 | | 衍生金融资产 | | | | 应收票据 | 52,808,390.87 | 171,012,193.30 | | 应收账款 | 729,921,021.82 | 632,729,678.64 | | 应收款项融资 | 250,000.00 | 3,139,838.94 | | 预付款项 | 7,580,757.80 | 3,432,472. ...

音并资产负债表 | 细则中止! | | "The Host I don't Land a La Real Contraction of the | | --- | --- | --- | | | 2025-06-30 | 2024-12-31 | | 流动负债: | | | | 短期借款 | 580, 538, 527. 78 | 431, 097, 926. 08 | | 交易性金融负债 | | | | 以公允价值计量且其变动计入当期损益的金融负债 | | | | 衍生金融负债 | | | | 应付票据 | 168, 012, 297. 10 | 38, 465, 336. 66 | | 应付账款 | 360, 619, 598. 60 | 440, 805, 832. 77 | | 预收款项 | | | | 合同负债 | 8, 899, 774. 62 | 6, 277, 416. 21 | | 应付职工新研 | 3, 414, 659. 50 | 17, 786, 214. 80 | | 应交税费 | 23, 307, 400. 99 | 13, 409, 637. 83 | | 其他应付款 | 3, ...

证券代码：002828 证券简称：贝肯能源 公告编号：2025-083 贝肯能源控股集团股份有限公司 关于控股股东收到新疆证监局警示函的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 贝肯能源控股集团股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日收到中国证券监督管理委员会新疆监管局（以下简称"新疆证监局"）下发的 《关于对陈平贵采取出具警示函监管措施的决定》（行政监管措施决定书 [2025]22 号，以下简称"《警示函》"），现将有关情况公告如下： 经查，2025 年 6 月 6 日，你通过大宗交易方式减持贝肯能源（股票代码： 002828）股份 198 万股，占总股本比例为 0.9851%，持股比例由 15.1651%降低至 14.18%，未在持股比例降低至 15%时停止买卖股份。 你的上述行为违反了《中华人民共和国证券法》第六十三条第二款、《上市 公司收购管理办法（2025 修正）》（证监会令第 227 号）第十三条的规定。根 据《上市公司收购管理办法（2025 修正）》（证监会令第 227 号）第七十五条 规定，我局决定对你采取 ...

贝肯能源控股集团股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来 情况汇总表 2025 年期初占用 2025 年半年度占 2025 年半年度 | | | | | 贝肯能源控股集团股份有限公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 情况汇总表 | | | | | 单位：万元 | | | | | | | | | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 司的关联关系 | 上市公司核算 2025 的会计科目 资金余额 | 2025 年半年度占 年期初占用 用累计发生金额 | 2025 年半年度 2025 年半年度 占用资金的利 偿还累计发生 | 2025 年半年期末 占用形成原因 占用资金余额 | 占用性质 | | 控股股东、实际控制人 及其附属企业 | | | | （不含利息） | 息（如有） 金额 | | 非经营性占用 | | 小计 | - | - | - | | | | - | | 前控股股东、实际控制 人及其附属企业 | | | | | | | 非经营性占用 | | 小计 | ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：002828 证券简称：贝肯能源 公告编号：2025-082 贝肯能源控股集团股份有限公司 第六届董事会第六次会议决议公告 2025 年半年度报告已经公司审计委员会审议通过并提交董事会审议。具体 内容详见《证券时报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn） 披露的公司《2025 年半年度报告全文》及《2025 年半年度报告摘要》。 表决结果：同意 6 票，反对 0 票，弃权 0 票。 三、备查文件 1、公司第六届董事会第六次会议决议。 一、董事会会议召开情况 贝肯能源控股集团股份有限公司（以下简称"公司"）第六届董事会第六次 会议于 2025 年 8 月 26 日上午 10:30 在公司二楼会议室以现场结合通讯的方式召 开，本次会议于 2025 年 8 月 20 日以传真、电子邮件和正式文本等方式通知了全 体董事。 本次会议应出席董事 6 名，实际出席董事 6 名。本次会议由董事长唐恺先生 主持，公司高级管理人员列席了本次会议，会议的通知、召集、召开和表决程序 符合 ...