最近国际机构对中国资产的热情可谓空前高涨。标普国际维持中国主权信用评级"A+"且展望"稳定"，财政部对此表示欢迎。更引人注目的是，外资正用实际 行动表达对中国市场的看好。 数据显示，截至8月7日，27家A股公司前十大流通股东中出现QFII身影，合计持股市值超1280亿元。九号公司、东方雨虹等成为外资重点持有标的。巴克 莱、摩根士丹利等国际大行通过增持金浦钛业、中宠股份等个股积极布局中国市场。 外资公募也在加速调仓，科技制造、创新药、高股息板块成为加仓重点。路博迈基金重仓股达42只，管理规模环比增长8.43亿元；联博基金持仓市值更实现 257%的飙升。高盛、摩根士丹利等机构集体唱多中国股市，其中高盛将MSCI中国指数目标点位上调至90点，隐含11%上涨空间。 一，利好背后的真相 表面上看，这是一片欣欣向荣的景象。但要注意，外资进场可不是现在。从过去的外资研报来看，至少是6个月之前。 所以说，机构利益决定市场走向。外资进场无论利好还是利空，都是"小马过河"——立场不同，看到的就不同。多数时候，利好或利空是做给散户看的。当 多数人看多(或看空)时，结果往往事与愿违。 真正关键是，人家是提前进场，提前布局的。而散户能 ...

Market Performance - The oil service engineering sector rose by 0.6% on August 6, with CNOOC Services leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Notable gainers included: - CNOOC Services (601808) at 14.04, up 1.23% with a trading volume of 80,500 shares and a turnover of 112 million yuan [1] - Zhongman Petroleum (603619) at 19.32, up 1.20% with a trading volume of 81,000 shares and a turnover of 156 million yuan [1] - Huibo Yin (002554) at 2.91, up 1.04% with a trading volume of 280,000 shares and a turnover of 81.09 million yuan [1] Capital Flow Analysis - The oil service engineering sector experienced a net outflow of 58.64 million yuan from institutional investors and 28.80 million yuan from retail investors, while retail investors saw a net inflow of 87.44 million yuan [2] - Individual stock capital flows showed: - Zhongyou Engineering (600339) had a net inflow of 6.99 million yuan from institutional investors [3] - Huibo Yin (002554) had a net inflow of 3.08 million yuan from retail investors [3] - CNOOC Services (601808) saw a net outflow of 6.14 million yuan from institutional investors [3]

Core Viewpoint - The company, Tongyuan Petroleum, is expanding its overseas market presence by establishing a subsidiary in Libya to enhance its competitiveness and business scale [1] Group 1: Market Opportunity - Libya has significant oil and gas resources, with proven oil reserves exceeding 48 billion barrels, ranking first in Africa and tenth globally [2] - The country is strategically located for oil and gas exports to Europe, making it a key player in European energy security [2] - Libya's oil production and export have been gradually recovering since August 2024, with the National Oil Corporation planning to increase crude oil production from 1.4 million barrels per day to 2 million barrels per day by 2028 [2] Group 2: Company Strategy - Tongyuan Petroleum's subsidiary, Yilong Hengye, has secured multiple high-quality oil service projects in Libya, including the 70DB drilling rig project and other operations [3] - The company aims to leverage its differentiated competitive advantages, such as advanced perforation technology, to enhance its market position [4] - Establishing a subsidiary in Libya will allow the company to deepen its integration into the local market and improve its competitive edge [5] Group 3: Financial Context - As of July 29, Brent crude oil prices increased by 7.25% and WTI prices by 6.30%, indicating a favorable market environment for oil service companies [4] - The oil service industry is experiencing high demand due to increased capital expenditure in the upstream oil and gas sector [4] Group 4: Global Market Expansion - The company has a comprehensive domestic market presence across major unconventional oil and gas development areas in China [5] - Internationally, the company is expanding its footprint in North America and regions like Algeria, Kazakhstan, and Libya, enhancing its global market layout [5]

Core Viewpoint - Tongyuan Petroleum (300164) experienced a decline in stock price, closing at 5.25 yuan, down 4.02% as of August 1, 2025, with significant net outflow of funds [1] Financial Performance - The latest quarterly report for Tongyuan Petroleum shows total revenue of 258 million yuan, a year-on-year increase of 13.21% - Net profit attributable to shareholders was 782,700 yuan, a year-on-year decrease of 80.38% - Non-recurring net profit was 161,900 yuan, a year-on-year decrease of 76.45% - Current ratio stands at 2.132, quick ratio at 1.900, and debt-to-asset ratio at 26.65% [1] Market Activity - The stock had a turnover rate of 15.37%, with a trading volume of 896,500 hands and a transaction amount of 472 million yuan - Major funds saw a net outflow of 34.77 million yuan, accounting for 7.36% of the transaction amount, with significant outflows from large and medium orders [1] Company Background - Tongyuan Petroleum Technology Group Co., Ltd. was established in 1995 and is located in Xi'an, primarily engaged in oil and gas extraction - The company has a registered capital of 5.88458629 billion yuan and the legal representative is Yao Zhizhong [1] Investment and Intellectual Property - The company has made investments in 13 enterprises and participated in 330 bidding projects - It holds 32 trademark registrations and 131 patents, along with 223 administrative licenses [2]

Core Viewpoint - The company has announced the establishment of a subsidiary in Libya, indicating its expansion strategy and commitment to international markets [2] Company Summary - The company's board of directors approved the proposal to set up a branch in Libya during its 21st meeting of the 8th session [2]

证券代码：300164 证券简称：通源石油 公告编号：2025-036 通源石油科技集团股份有限公司 第八届董事会第二十一次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性及完整性承担个别及连带责任 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 通源石油科技集团股份有限公司（以下简称"公司"）第八届董事会第二十 一次会议于 2025 年 8 月 1 日以现场结合通讯表决方式召开，会议由公司董事长 任延忠先生主持。会议通知于 2025 年 7 月 30 日以电子邮件等方式送达全体董事。 会议应到董事 5 名，实到 5 名。会议的召集、召开程序符合有关法律、法规、部 门规章、规范性文件和《公司章程》的规定。 二、董事会会议审议情况 与会董事对本次会议需审议的议案进行了充分讨论，审议通过了以下议案： 审议通过《关于设立利比亚分公司的议案》 为拓展公司海外利比亚市场，扩大公司业务规模，增强公司整体竞争力，同 意公司设立利比亚分公司，并批准授权公司管理层办理本次设立分公司 ...

通源石油科技集团股份有限公司 关于设立利比亚分公司的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性及完整性承担个别及连带责任 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、设立分公司的情况概述 为拓展通源石油科技集团股份有限公司（以下简称"公司"）海外利比亚市场， 扩大公司业务规模，增强公司整体竞争力，公司于 2025 年 8 月 1 日召开第八届 董事会第二十一次会议审议通过了《关于设立利比亚分公司的议案》，同意公司 设立利比亚分公司，并批准授权公司管理层办理本次设立分公司具体事宜。 证券代码：300164 证券简称：通源石油 公告编号：2025-037 4、注册地：利比亚的黎波里 以上注册信息最终以利比亚当地登记管理机构核准结果为准。 三、本次设立分公司的目的及对公司的影响 利比亚作为非洲石油储量最大的国家，已探明石油储量达 483 亿桶，在国际 能源市场中占据着重要位置。同时，利比亚地处地中海南岸，油气出口主要面向 欧洲，是欧洲能源安全的关键补充。据利比亚国家石油公司表示，利比亚计 ...

Market Overview - The oil service engineering sector experienced a decline of 2.09% on July 31, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Notable declines in individual stocks include: - Beiken Energy (002828) down 3.98% to 10.13 [1] - PetroChina Engineering (600339) down 2.56% to 3.43 [1] - Sinopec Oilfield Service (600871) down 1.96% to 2.00 [1] - The trading volume and turnover for these stocks indicate significant market activity, with Beiken Energy having a turnover of 2.82 billion [1] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 149 million from institutional investors, while retail investors contributed a net inflow of 93.17 million [2] - The capital flow for individual stocks shows: - Haiyou Engineering (600583) with a net inflow of 17.39 million from institutional investors [3] - Zhongyou Engineering (600339) with a net inflow of 15.79 million from institutional investors [3] - Beiken Energy (002828) faced a net outflow of 16.96 million from institutional investors [3]

Market Overview - The Shanghai Composite Index rose by 0.17% on July 30, with 14 out of the 28 sectors experiencing gains, led by the steel and oil & petrochemical industries, which increased by 2.05% and 1.84% respectively [1] - The banking sector saw the largest net inflow of funds, totaling 1.136 billion yuan, while the media sector followed with a net inflow of 1.029 billion yuan and a daily increase of 0.99% [1] Sector Performance - The oil & petrochemical sector experienced a rise of 1.84%, with a total net inflow of 35.4751 million yuan. Out of 47 stocks in this sector, 29 rose, including one that hit the daily limit, while 14 declined [2] - The leading stock in terms of net inflow within the oil & petrochemical sector was China National Offshore Oil Corporation (CNOOC), which saw an inflow of 102.41 million yuan. Other notable stocks included Tongyuan Petroleum and Qianeng Huanxin, with inflows of 85.1104 million yuan and 66.1585 million yuan respectively [2] Fund Flow Analysis - A total of 24 sectors experienced net outflows, with the computer sector leading with a net outflow of 10.472 billion yuan, followed by the electronics sector with an outflow of 8.271 billion yuan [1] - In the oil & petrochemical sector, 10 stocks experienced net outflows exceeding 10 million yuan, with Guanghui Energy, Haiyou Development, and Tongkun Co. leading the outflows at 77.6510 million yuan, 39.1823 million yuan, and 31.4302 million yuan respectively [2][3]

Core Viewpoint - The article discusses the performance of the Russia-Ukraine conflict concept stocks, highlighting a 1.11% increase in this sector, ranking it 9th among various concept sectors, with notable gains from specific stocks [1][2]. Group 1: Stock Performance - The Russia-Ukraine conflict concept saw 48 stocks rise, with *ST New Tide hitting the daily limit, and other top performers including Potential Energy, New Jin Power, and Tongyuan Petroleum, which increased by 11.82%, 8.07%, and 7.22% respectively [1][2]. - Conversely, stocks such as Fengmao Co., Ren Zhi Co., and Western Materials experienced declines of 3.43%, 2.80%, and 2.66% respectively [1]. Group 2: Capital Flow - The Russia-Ukraine conflict concept experienced a net outflow of 333 million yuan in main capital, with 38 stocks seeing net inflows, and 7 stocks receiving over 30 million yuan in net inflows [2]. - Tongyuan Petroleum led the net inflow with 85.11 million yuan, followed by Potential Energy, Shen Kai Co., and China Merchants Energy with net inflows of 66.16 million yuan, 47.92 million yuan, and 44.50 million yuan respectively [2][3]. Group 3: Capital Inflow Ratios - The stocks with the highest net inflow ratios included China Merchants Energy, China Merchants Shipping, and Longping High-Tech, with net inflow rates of 15.80%, 11.95%, and 11.88% respectively [3].