Core Viewpoint - The company has established a solid partnership with Chevron and Occidental Petroleum, primarily providing perforation and technical services, but currently has no plans to engage in energy projects in Ukraine [2] Group 1 - The company responded to investor inquiries regarding participation in post-war energy reconstruction in Ukraine, stating that it has not yet laid out any business in that region [2] - The company confirmed its collaboration with North American energy giants Chevron and Occidental Petroleum, focusing on technical service provision [2] - Investors are advised to refer to official company announcements for updates and to remain aware of investment risks [2]

证券之星消息，截至2025年11月26日收盘，通源石油(300164)报收于5.57元，下跌1.76%，换手率 8.5%，成交量49.55万手，成交额2.8亿元。 11月26日的资金流向数据方面，主力资金净流出3317.82万元，占总成交额11.84%，游资资金净流入 367.28万元，占总成交额1.31%，散户资金净流入2950.54万元，占总成交额10.53%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净占比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-26 | 5.57 -1.76% | | -3317.82万 | -11.84% | 367.28万 | 1.31% | 2950.54万 | - 10.53% | | 2025-11-25 | 5.67 0.89% | | 214.30万 | 0.84% | -445.64万 | -1.75% | 231.34万 | 0.91% | | 2025-11-24 | 5. ...

Core Viewpoint - Tongyuan Petroleum (300164) has shown a slight increase in stock price, with a closing price of 5.62 yuan on November 24, 2025, reflecting a 1.63% rise, despite a net outflow of funds from major and retail investors [1][2]. Financial Performance - For the first three quarters of 2025, Tongyuan Petroleum reported a main operating revenue of 860 million yuan, a year-on-year decrease of 0.82% [3]. - The net profit attributable to shareholders was 56.22 million yuan, showing a year-on-year increase of 16.84% [3]. - The company's third-quarter results indicated a single-quarter main operating revenue of 308 million yuan, down 2.31% year-on-year, while the single-quarter net profit attributable to shareholders rose by 31.16% to 17.59 million yuan [3]. - The company’s debt ratio stands at 27.74%, with investment income of 1.53 million yuan and financial expenses of 2.84 million yuan [3]. Market Position - Tongyuan Petroleum's total market value is 3.307 billion yuan, ranking 18th in the exploration and production industry, which has an average market value of 15.753 billion yuan [3]. - The company has a price-to-earnings ratio (P/E) of 44.12, significantly higher than the industry average of 25.41, placing it 9th in the industry ranking [3]. - The price-to-book ratio (P/B) is 2.27, compared to the industry average of 9.53, ranking 7th [3]. - The gross margin is 25.04%, above the industry average of 21.54%, ranking 8th [3]. - The net margin is 6.82%, also higher than the industry average of 4.85%, ranking 11th [3]. - Return on equity (ROE) is 3.96%, compared to the industry average of -0.17%, ranking 13th [3]. Fund Flow Analysis - On November 24, 2025, the net outflow of major funds was 11.31 million yuan, accounting for 3.55% of the total transaction amount [1][2]. - Retail investors saw a net inflow of 23.91 million yuan, representing 7.5% of the total transaction amount [1][2]. - Over the past five days, the stock has experienced fluctuations in fund flows, with notable net outflows from major and speculative funds on several days [2].

Group 1 - The A-share oil and gas extraction and service sector showed strength at the beginning of trading on November 24, with Huibo Po rising over 6% [1] - Beiken Energy and Keli Co., Ltd. both increased by more than 2% [1] - Other companies such as Bomai Ke, Tongyuan Petroleum, and Intercontinental Oil & Gas also experienced gains [1]

Core Insights - Tongyuan Petroleum's stock price increased by 2.26% on November 19, reaching 6.33 CNY per share, with a trading volume of 262 million CNY and a turnover rate of 7.24%, resulting in a total market capitalization of 3.725 billion CNY [1] Financial Performance - For the period from January to September 2025, Tongyuan Petroleum reported a revenue of 860 million CNY, a year-on-year decrease of 0.82%, while the net profit attributable to shareholders was 56.22 million CNY, reflecting a year-on-year growth of 16.84% [2] - The company has seen its stock price rise by 48.59% year-to-date, with a slight decline of 0.16% over the last five trading days and a 7.32% drop over the last 20 days, while experiencing a 20.11% increase over the last 60 days [1] Shareholder Information - As of November 10, the number of shareholders for Tongyuan Petroleum was 57,100, a decrease of 0.48% from the previous period, with an average of 10,210 circulating shares per shareholder, which increased by 0.48% [2] Business Overview - Tongyuan Petroleum, established on June 15, 1995, and listed on January 13, 2011, is primarily engaged in oilfield service activities, including research and development, product promotion, and operational services related to oilfield enhancement technology, directional drilling, fracturing, and completion [2] - The company's main revenue sources include perforation sales and services, accounting for 93.15% of total revenue, while other oilfield services contribute 6.85% [2] Dividend History - Since its A-share listing, Tongyuan Petroleum has distributed a total of 204 million CNY in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - Tongyuan Petroleum (300164) experienced a decline in stock price, closing at 6.19 yuan on November 18, 2025, with a drop of 3.73% and significant net outflow of main funds [1] Group 1: Stock Performance - On November 18, 2025, the stock price of Tongyuan Petroleum closed at 6.19 yuan, down 3.73% with a turnover rate of 14.95% and a trading volume of 872,000 hands, resulting in a transaction amount of 545 million yuan [1] - The net outflow of main funds was 45.06 million yuan, accounting for 8.27% of the total transaction amount, while retail investors saw a net inflow of 39.25 million yuan, representing 7.21% of the total transaction amount [1] Group 2: Recent Fund Flow Overview - The recent fund flow data indicates fluctuations in net inflows and outflows over the past five days, with notable changes in main, retail, and speculative funds [2] - On November 17, 2025, the stock price increased by 0.63% to 6.43 yuan, with a net inflow of main funds at 17.68 million yuan [2] Group 3: Company Financials and Industry Comparison - As of the third quarter of 2025, Tongyuan Petroleum reported a main revenue of 860 million yuan, a year-on-year decrease of 0.82%, while the net profit attributable to shareholders was 56.22 million yuan, an increase of 16.84% [3] - The company’s total market value is 3.643 billion yuan, with a net asset of 1.479 billion yuan and a net profit of 56.22 million yuan, ranking 18th in the industry [3] - The company’s price-to-earnings ratio (P/E) stands at 48.59, significantly higher than the industry average of 25.88, indicating a relatively high valuation compared to peers [3]

Core Insights - The oil service engineering sector experienced a decline of 1.87% on November 18, with PetroChina Oilfield Services leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Zhongman Petroleum (603619) closed at 24.93, up 3.40% with a trading volume of 204,600 shares and a transaction value of 508 million yuan [1] - Potential Energy (300191) closed at 20.71, up 0.05% with a trading volume of 85,200 shares and a transaction value of 176 million yuan [1] - Other notable declines include PetroChina Oilfield Services (600871) down 4.26% and Tongyuan Petroleum (300164) down 3.73% [2] Capital Flow - The oil service engineering sector saw a net outflow of 136 million yuan from institutional investors, while retail investors had a net inflow of 184 million yuan [2] - Major stocks like Zhongman Petroleum and Renji Co. experienced mixed capital flows, with Zhongman Petroleum seeing a net inflow of 33.83 million yuan from institutional investors [3]

Core Viewpoint - Tongyuan Petroleum (300164) shows a mixed performance in terms of stock price and financial metrics, with a slight increase in stock price but a decline in revenue for the first three quarters of 2025 [1][3]. Financial Performance - As of November 17, 2025, Tongyuan Petroleum's stock closed at 6.43 CNY, up 0.63% with a trading volume of 1,047,900 shares and a total transaction value of 672 million CNY [1]. - For the first three quarters of 2025, the company reported a total revenue of 860 million CNY, a year-on-year decrease of 0.82%, while the net profit attributable to shareholders was 56.22 million CNY, an increase of 16.84% year-on-year [3]. - The company's third-quarter revenue was 308 million CNY, down 2.31% year-on-year, but the net profit for the quarter was 17.59 million CNY, up 31.16% year-on-year [3]. Capital Flow Analysis - On November 17, 2025, the net inflow of main funds was 17.68 million CNY, accounting for 2.63% of the total transaction value, while retail investors saw a net outflow of 26.07 million CNY, representing 3.88% of the total transaction value [1][2]. - Over the past five days, the stock experienced fluctuations in capital flow, with notable net inflows and outflows from both main and retail investors [2]. Industry Positioning - Tongyuan Petroleum's total market capitalization is 3.784 billion CNY, with a net asset value of 1.479 billion CNY and a net profit of 56.22 million CNY, ranking 12th in the industry [3]. - The company's price-to-earnings ratio (P/E) stands at 50.48, significantly higher than the industry average of 26.87, indicating a premium valuation compared to peers [3]. - The gross margin for Tongyuan Petroleum is 25.04%, which is above the industry average of 21.54%, suggesting better cost management [3].

Core Viewpoint - The oil service engineering sector experienced a slight decline of 0.21% on November 17, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1]. Group 1: Market Performance - The oil service engineering sector's performance was mixed, with individual stocks showing varied results. For instance, Huibo Yin increased by 2.88% to close at 3.93, while Keli Co., Ltd. fell by 2.41% to 34.07 [1][2]. - The trading volume for Huibo Yin was 724,400 shares, with a transaction value of 282 million yuan, while Keli Co., Ltd. had a trading volume of 21,000 shares and a transaction value of 71.71 million yuan [1][2]. Group 2: Capital Flow - The oil service engineering sector saw a net outflow of 65.79 million yuan from institutional investors, while retail investors contributed a net inflow of 4.12 million yuan [2]. - Among individual stocks, Tongyuan Petroleum had a net inflow of 17.68 million yuan from institutional investors, while Keli Co., Ltd. experienced a net outflow of 8.81 million yuan [3].

Market Overview - The oil service engineering sector increased by 0.22% on November 14, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Renji Co., Ltd. (002629) closed at 9.74, up 7.27% with a trading volume of 538,100 shares and a transaction value of 524 million yuan [1] - Zhongman Petroleum (603619) closed at 23.78, up 6.54% with a trading volume of 238,600 shares and a transaction value of 565 million yuan [1] - Other notable performers include: - Zhun Oil Co. (002207) up 3.76% to 9.10 [1] - Tongyuan Petroleum (300164) up 3.06% to 6.39 [1] - Beiken Energy (002828) up 2.98% to 12.43 [1] Fund Flow Analysis - The oil service engineering sector experienced a net outflow of 141 million yuan from institutional investors, while retail investors saw a net inflow of 182 million yuan [2] - The detailed fund flow for selected stocks includes: - Zhun Oil Co. (002207) with a net inflow of 39.78 million yuan from institutional investors [3] - Tongyuan Petroleum (300164) with a net inflow of 16.10 million yuan from institutional investors [3] - Renji Co., Ltd. (002629) with a net inflow of 13.17 million yuan from institutional investors [3] Individual Stock Fund Flow - Notable net outflows from institutional investors include: - Zhong Oil Engineering (600339) with a net outflow of 26.02 million yuan [3] - Huibo Yin (002554) with a net outflow of 11.94 million yuan [3] - Retail investors showed significant inflows in several stocks, including: - Zhong Oil Engineering (600339) with a net inflow of 28.63 million yuan [3] - Huibo Yin (002554) with a net inflow of 18.89 million yuan [3]