Market Overview - The oil service engineering sector increased by 0.33% compared to the previous trading day, with Keli Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Keli Co., Ltd. (code: 920088) closed at 34.82, with a rise of 2.87% and a trading volume of 31,900 shares, amounting to a transaction value of 109 million yuan [1] - Huibo Yin (code: 002554) closed at 3.45, up 2.37%, with a trading volume of 852,700 shares, totaling 291 million yuan [1] - Zhongman Petroleum (code: 619609) closed at 20.10, increasing by 1.57% with a trading volume of 95,300 shares [1] - Other notable stocks include Beiken Energy (code: 002828) at 11.59 (+1.40%), Qianeng Hengxin (code: 300191) at 20.49 (+1.19%), and Tongyuan Petroleum (code: 300164) at 5.99 (+1.01%) [1] Capital Flow - The oil service engineering sector experienced a net outflow of 61.94 million yuan from institutional investors, while retail investors saw a net inflow of 58.92 million yuan [2][3] - The main capital inflow and outflow for specific stocks include: - Huibo Yin: net outflow of 46.79 million yuan from main capital [3] - Ren Zhi Co., Ltd. (code: 002629): net inflow of 13.97 million yuan from main capital [3] - Zhongman Petroleum: net inflow of 13.35 million yuan from main capital [3] - Tongyuan Petroleum: net inflow of 11.08 million yuan from main capital [3]

Market Overview - The oil service engineering sector experienced a decline of 0.82% on October 28, with Keli Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable stock performances included: - Renji Co., Ltd. (002629) rose by 10.01% to a closing price of 9.56, with a trading volume of 355,000 shares and a transaction value of 329 million [1] - Beiken Energy (002828) increased by 1.78% to 11.43, with a trading volume of 421,700 shares and a transaction value of 484 million [1] - Other stocks such as Huibo Yin (002554) and CNOOC Development (600968) saw declines of 0.30% and 0.76%, respectively [1] Capital Flow - The oil service engineering sector saw a net outflow of 33.92 million from institutional investors, while retail investors contributed a net inflow of 20.92 million [2][3] - The capital flow for individual stocks showed mixed results, with Renji Co., Ltd. experiencing a significant net outflow of 46.05 million from institutional investors [3] Individual Stock Analysis - Keli Co., Ltd. (920088) closed at 33.85, down 2.67%, with a trading volume of 31,000 shares and a transaction value of 106 million [2] - Zhongman Petroleum (603619) and Huo Ding Tian Station (600583) also faced declines of 2.08% and 1.61%, respectively [2] - The net inflow from retail investors for stocks like Renji Co., Ltd. was negative, indicating a potential shift in investor sentiment [3]

Core Viewpoint - Tongyuan Petroleum (300164.SZ) reported a stable performance in Q3 2025, achieving a revenue of 860 million yuan and a net profit of 56.22 million yuan, reflecting a year-on-year growth of 16.84% despite industry challenges [1] Company Performance - The company maintains a strategic focus on solidifying its oil service business while actively developing clean energy and CCUS initiatives [1] - The successful bid for a project in Algeria, valued at approximately 126 million USD (around 897 million yuan), marks a significant milestone in the company's overseas expansion efforts [1][2] Overseas Market Expansion - Tongyuan Petroleum's long-term commitment to localized operations in Algeria has resulted in nearly a decade of experience, facilitating its recent project win [2] - The partnership with Beijing Yilong Hengye Petroleum Engineering Technology Co., Ltd. has strengthened the company's local market integration, with transaction revenues increasing from 18.05 million yuan in 2022 to 160 million yuan in 2024 [2] Industry Trends - The oil service industry is experiencing favorable conditions, with increased procurement of oil service equipment by oil companies, leading to a rise in industry demand [2] - Saudi Aramco's announcement of 85 new projects over the next three years is expected to further boost global oil service market demand [2] Domestic Market Opportunities - The domestic oil service sector is poised for growth, supported by significant discoveries in oil and gas reserves, which align with national production targets [3] - The Ministry of Natural Resources' ongoing exploration initiatives are likely to enhance the operational landscape for companies like Tongyuan Petroleum [3] Future Outlook - The company's strategy of solidifying its oil service business while expanding into clean energy is expected to gain momentum as overseas projects materialize and domestic demand remains stable [3] - The combination of overseas growth and domestic stability is anticipated to provide sustained momentum for the company's future development [3]

Group 1 - The stock price of Tongyuan Petroleum (300164) closed at 5.98 yuan on October 27, 2025, down 1.16%, with a turnover rate of 16.89% and a trading volume of 984,800 shares, amounting to a total transaction value of 585 million yuan [1] - On October 27, 2025, the net outflow of main funds was 6.64 million yuan, while retail investors saw a net inflow of 6.74 million yuan [4] Group 2 - As of October 20, 2025, the number of shareholders increased to 57,400, representing a growth of 2.97% compared to October 10, 2025, with an average holding of 10,300 shares per account [2] - The third quarter report for 2025 indicated that the company's main revenue was 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% year-on-year [3] - In Q3 2025, the single-quarter main revenue was 308 million yuan, down 2.31% year-on-year, while the single-quarter net profit attributable to shareholders was 17.59 million yuan, up 31.16% year-on-year [3]

Group 1 - The core viewpoint of the news is that Tongyuan Petroleum reported its third-quarter performance, showing a slight decline in revenue but an increase in net profit and earnings per share [1] Group 2 - For the first three quarters of 2025, Tongyuan Petroleum's revenue was approximately 860 million yuan, a year-on-year decrease of 0.82% [1] - The net profit attributable to shareholders was about 56.22 million yuan, reflecting a year-on-year increase of 16.84% [1] - The basic earnings per share were 0.0955 yuan, which is a year-on-year increase of 17.32% [1] Group 3 - As of the report, Tongyuan Petroleum's market capitalization was 3.5 billion yuan [2]

Group 1 - The company's Q3 revenue is 308 million yuan, a year-on-year decrease of 2.31% [1] - The net profit for Q3 is 17.5887 million yuan, a year-on-year increase of 31.16% [1] - For the first three quarters, the company's revenue is 860 million yuan, a year-on-year decrease of 0.82% [1] Group 2 - The net profit for the first three quarters is 56.2224 million yuan, a year-on-year increase of 16.84% [1]

证券代码：300164 证券简称：通源石油 公告编号：2025-052 通源石油科技集团股份有限公司 2025 年第三季度报告披露提示性公告 通源石油科技集团股份有限公司 2025 年第三季度报告于 2025 年 10 月 28 日在 中国证监会指定的创业板信息披露平台巨潮资讯网上披露，请投资者注意查阅。 特此公告。 通源石油科技集团股份有限公司 董事会 二〇二五年十月二十八日 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。 ...

Financial Performance - The company's operating revenue for Q3 2025 was CNY 308,408,793.96, a decrease of 2.31% compared to the same period last year[4] - Net profit attributable to shareholders increased by 31.16% to CNY 17,588,670.82 for Q3 2025, while the net profit excluding non-recurring gains and losses rose by 31.74% to CNY 16,967,665.84[4] - The basic earnings per share for Q3 2025 was CNY 0.0299, reflecting a growth of 31.72% year-on-year[4] - The net profit for the current period is CNY 58,643,543.94, an increase from CNY 50,151,722.71 in the previous period, representing a growth of approximately 16.5%[25] - The total comprehensive income for the current period is CNY 71,334,245.17, compared to CNY 49,205,851.11 in the previous period, indicating a significant increase of about 45.0%[26] - Basic and diluted earnings per share for the current period are both CNY 0.0955, up from CNY 0.0814 in the previous period, reflecting an increase of approximately 17.0%[26] Assets and Equity - Total assets as of September 30, 2025, reached CNY 2,047,263,631.67, marking a 3.88% increase from the end of the previous year[4] - The company’s total equity attributable to shareholders rose by 5.15% to CNY 1,456,662,767.32 compared to the end of the previous year[4] - The company's total equity increased to 1.48 billion yuan from 1.41 billion yuan, reflecting a growth of approximately 5.2%[23] - The company’s cash and cash equivalents at the end of the period are CNY 307,464,552.32, down from CNY 317,514,972.53 in the previous period, showing a decrease of approximately 3.3%[27] Investments and Income - Long-term equity investments increased by 51.61% to CNY 304,518,764.12, primarily due to the recognition of compensation from a subsidiary[9] - Investment income saw a significant increase of 454.26%, amounting to CNY 1,531,851.19, driven by higher returns from associated enterprises[11] - The company reported a net investment income of 1.53 million yuan, a significant improvement from a loss of 0.43 million yuan in the previous period[24] Cash Flow - Cash flow from operating activities decreased by 24.13% to CNY 53,836,576.40 year-to-date[4] - Cash flow from operating activities for the current period is CNY 53,836,576.40, down from CNY 70,960,606.08 in the previous period, showing a decrease of about 24.2%[27] - Cash flow from investing activities resulted in a net outflow of CNY 71,697,190.61, compared to a net outflow of CNY 85,621,808.99 in the previous period, indicating an improvement of approximately 16.3%[27] - Cash flow from financing activities generated a net inflow of CNY 2,603,243.46, a decrease from CNY 25,210,002.15 in the previous period, representing a decline of about 89.7%[27] Liabilities and Expenses - Financial expenses surged by 121.88% to CNY 2,840,415.44, attributed to the repayment of financial support to a joint venture[11] - Current liabilities decreased to 394.97 million yuan from 497.86 million yuan, a reduction of about 20.7%[23] - The company reported a tax expense of CNY 13,844,380.55, down from CNY 15,652,338.49 in the previous period, indicating a decrease of about 11.6%[25] Other Notable Changes - The company reported a substantial increase of 468.78% in other receivables, totaling CNY 8,952,787.76, mainly due to new receivables from the disposal of old equipment[9] - Estimated liabilities increased by 55,818.67% compared to the beginning of the year, mainly due to the recognition of the fair value of 5.9792% equity to be returned to the original shareholders of a joint venture[13] - Tax refunds received increased by 5,380.80% year-on-year, mainly due to the receipt of export tax rebates[15] - The company’s other comprehensive income after tax for the current period is CNY 12,690,701.23, compared to a loss of CNY 945,871.60 in the previous period, indicating a significant recovery[25]

Core Viewpoint - The shale gas sector experienced a significant decline, with multiple companies opening lower in the market, indicating a bearish sentiment in the industry [1] Company Performance - ShenKong Co. faced a limit down in its stock price during the bidding process [1] - Petrochemical Machinery saw a drop of over 8% in its stock price [1] - Other companies such as Shandong Molong, Petrochemical Oilfield Services, and Tongyuan Petroleum also opened lower, reflecting a broader trend in the shale gas sector [1]

Market Overview - The oil service engineering sector experienced a decline of 1.83% on October 24, with Junyou Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Notable stock movements included: - Renji Co., Ltd. (002629) rose by 3.03% to a closing price of 61.6, with a trading volume of 293,600 shares and a turnover of 269 million yuan [1] - Junyou Co., Ltd. (002207) fell by 7.51% to a closing price of 8.38, with a trading volume of 607,500 shares and a turnover of 522 million yuan [2] - Other significant declines included Beiken Energy (002828) down 5.88% and Tongxin Petroleum (300164) down 4.72% [2] Capital Flow - The oil service engineering sector saw a net outflow of 185 million yuan from institutional investors, while retail investors contributed a net inflow of 209 million yuan [2][3] - Specific stock capital flows included: - Haiyou Development (600968) had a net inflow of 17.91 million yuan from institutional investors, but a net outflow of 15.76 million yuan from retail investors [3] - Zhongyou Engineering (600339) experienced a net inflow of 14.47 million yuan from institutional investors, with a net outflow of 3.09 million yuan from retail investors [3]