Group 1 - The company Tongyuan Petroleum (300164) announced a revenue of 1.196 billion yuan for 2024, representing a year-on-year growth of 16.21% [1] - The net profit attributable to shareholders of the listed company is 55.6468 million yuan, showing a year-on-year increase of 10.67% [1] - The company plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves [1]

Financial Performance - The company's operating revenue for 2024 reached ¥1,196,172,148.42, representing a 16.21% increase compared to ¥1,029,297,506.18 in 2023[21]. - The net profit attributable to shareholders for 2024 was ¥55,646,769.36, up 10.67% from ¥50,279,663.78 in the previous year[21]. - The net profit after deducting non-recurring gains and losses was ¥45,628,865.01, reflecting a 12.73% increase from ¥40,474,801.48 in 2023[21]. - The company's total assets at the end of 2024 amounted to ¥1,970,804,930.76, a 7.75% increase from ¥1,828,972,722.01 at the end of 2023[21]. - The net assets attributable to shareholders increased by 4.93% to ¥1,385,374,491.00 from ¥1,320,274,774.90 in 2023[21]. - The basic earnings per share remained at ¥0.09, unchanged from the previous year[21]. - The weighted average return on equity for 2024 was 4.11%, slightly up from 3.99% in 2023[21]. - The net cash flow from operating activities for 2024 was ¥123,201,119.49, a decrease of 3.43% compared to ¥127,573,394.73 in 2023[21]. - The company plans not to distribute cash dividends or issue bonus shares for the year[4]. Market and Industry Outlook - The global oil demand is projected to reach 103 million barrels per day in 2024, a year-on-year increase of 0.57%[31]. - The Brent crude oil futures average price for 2024 is expected to be $80.53 per barrel, maintaining a mid-high level[31]. - The company's North American operations in the Rockies and Permian Basin produced 7.33 million barrels per day, accounting for 63% of U.S. crude oil production, with a growth rate of 7.14%[32]. - Domestic oil production in China is expected to reach 21.3 million tons in 2024, reflecting a year-on-year growth of 1.8%[37]. - The global upstream oil and gas investment is expected to reach $570 billion in 2024, a year-on-year increase of 7%[31]. - The natural gas apparent consumption in China is projected to be 426.1 billion cubic meters in 2024, reflecting a year-on-year growth of 8%[39]. Clean Energy and Technology Development - The company’s clean energy business in the Sichuan Basin achieved a natural gas production of over 70 billion cubic meters in 2024, marking a 6% increase[40]. - The CCUS technology is projected to enhance oil recovery rates by over 15%, contributing to both emission reduction and efficiency improvement[43]. - The company has made significant progress in its clean energy business, marking a transition from scattered wells to large-scale operations, and has successfully secured multiple CCUS projects[54]. - The company aims to enhance its market competitiveness through the development of high-temperature and high-pressure corrosion-resistant completion tools[82]. - The introduction of a new downhole key MWD anti-drop system is expected to improve operational safety and expand market share[82]. Operational Efficiency and Cost Management - Cost control measures have been effectively implemented, leading to a significant reduction in operational expenses and improved management efficiency[67]. - The gross profit margin for the oil exploration and development sector was 28.63%, down 5.39% year-on-year, while the gross margin for other oilfield services improved to 33.82%[71]. - The company is focusing on cost reduction and efficiency improvement through stable supply chain management, quality assurance, and inventory turnover optimization[117]. Risks and Challenges - The company has acknowledged potential risks in its future development outlook, which investors should be aware of[3]. - The company faces risks from oil price fluctuations, which could impact exploration and development capital expenditures if prices fall below operational costs[120]. - Increased competition from major domestic competitors may lead to market share loss if the company fails to innovate in technology and services[121]. - New business ventures in clean energy and CCUS are in early stages, presenting uncertainties regarding implementation and investment outcomes[126]. Corporate Governance and Management - The company maintains an independent operational structure, with no financial or operational interference from the controlling shareholder, ensuring complete control over its assets and operations[137]. - The company has established a sound performance evaluation and incentive mechanism, with the remuneration and incentive standards for directors and senior management subject to relevant procedural reviews[135]. - The company respects and protects the rights of stakeholders, promoting a balance of interests among shareholders, employees, and suppliers[136]. - The company’s governance structure complies with national regulations and the requirements of the China Securities Regulatory Commission, with no significant discrepancies noted[136]. Employee Management and Compensation - The total number of employees at the end of the reporting period is 719, with 353 in the parent company and 366 in major subsidiaries[155]. - The company emphasizes a comprehensive training system to enhance employee skills, particularly for technical personnel, in alignment with its strategic development[157]. - The compensation policy aligns with the company's development stage, ensuring employee remuneration matches their contributions and industry standards[156]. Fundraising and Investment Projects - The total amount of funds raised across all projects is RMB 280 million, with RMB 269.65 million utilized, representing an overall utilization rate of 83.66%[106]. - The company plans to use up to 60 million yuan of idle raised funds to temporarily supplement working capital, with a repayment deadline of 12 months from the board's approval date[108]. - The company has committed RMB 85 million to the shale gas perforation technology service project, which is 100% completed as of February 2024[104]. Community Engagement and Social Responsibility - The company has actively engaged in public welfare activities, continuously donating to the Shanshu Public Welfare Fund to support students in rural areas[178]. - The company has organized multiple consumption assistance activities to support rural revitalization, contributing to farmers' income[179].

证券代码：300164 证券简称：通源石油 公告编号：2025-009 通源石油科技集团股份有限公司 关于 2024 年度拟不进行利润分配的公告 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。 重要提示： 1、公司 2024 年度利润分配预案为：不进行现金分红、不送红股、不以资本公 积转增股本。 2、公司利润分配预案不触及《深圳证券交易所创业板股票上市规则》第 9.4 条 第（八）项规定的可能被实施其他风险警示情形。 一、审议程序 通源石油科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开 第八届董事会独立董事专门会议第二次会议，于 2025 年 4 月 10 日召开第八届董事 会第十五次会议及第八届监事会第十次会议，分别以全票赞成的结果审议通过了 《2024 年度利润分配预案》，该议案尚需提交公司 2024 年年度股东大会审议。 1、独立董事专门会议意见 独立董事认为，公司 2024 年度利润分配预案符合《公司法》《公司章程》等相 关规定，与公司当前实际情况相符，有利于公司持续稳定健康发展，不存在损害公 司及全体股东特别是中小股东的 ...

证券代码：300164 证券简称：通源石油 公告编号：2025-011 通源石油科技集团股份有限公司 关于提请股东大会授权董事会 办理以简易程序向特定对象发行股票的公告 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。 通源石油科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日 召开第八届董事会第十五次会议，审议通过了《关于提请股东大会授权董事会办 理以简易程序向特定对象发行股票的议案》，根据《上市公司证券发行注册管理 办法》《深圳证券交易所上市公司证券发行上市审核规则》《深圳证券交易所上 市公司证券发行与承销业务实施细则》等相关规定，公司董事会提请股东大会授 权董事会向特定对象发行融资总额不超过人民币 3 亿元且不超过最近一年末净 资产 20%的股票，授权期限为 2024 年年度股东大会通过之日起至 2025 年年度 股东大会召开之日止。 一、具体内容 1、发行股票的种类、数量和面值 本次发行股票募集资 ...

Group 1: Oil Price Recovery - The recent significant rebound in international oil prices has seen NYMEX light crude futures rise above $70, with Brent crude futures also increasing, leading to a strong performance in the oil and petrochemical sector [1][2] - Multiple factors are driving this oil price rebound, including signs of global economic recovery post-pandemic, increased geopolitical risks, and OPEC+ agreements on compensatory production cuts [2] Group 2: Tongyuan Petroleum's Performance - Tongyuan Petroleum has shown remarkable performance, with a net capital inflow of 93.67 million yuan, leading the industry with a 3.33% share of net inflow [3] - The company provides integrated services in oil and gas field development, including directional drilling and enhanced oil recovery, and has established solid partnerships with major global energy companies [3][4] Group 3: Company Financial Outlook - Tongyuan Petroleum anticipates steady growth in 2024, projecting a net profit exceeding 55 million yuan (up over 9% year-on-year), with a revenue forecast of over 1.2 billion yuan (up over 16% year-on-year) [4] - The company is expanding its coalbed methane and energy investment efforts in various provinces, optimizing its customer structure [4] Group 4: Industry and Market Long-term Outlook - The long-term supply-demand dynamics of oil remain favorable, with continued support for high oil prices from OPEC+ and a positive outlook for the oil service sector [5] - The rebound in oil prices is expected to sustain the overall growth of the oil and petrochemical sector, benefiting quality companies like Tongyuan Petroleum [5]

Group 1 - The core viewpoint of the news is that Tongyuan Petroleum's stock has seen a significant increase, closing at 4.58 yuan with a rise of 7.26%, while its rolling PE ratio has reached a new low of 350.82 times over the past 46 days [1] - The company's total market capitalization is reported at 2.695 billion yuan, with a net inflow of main funds amounting to 49.58 million yuan on April 1, indicating a positive trend in fund flow over the past five days [1] - Tongyuan Petroleum's main business involves providing technical support and services for oil and natural gas exploration and development, with key products including perforation sales and oilfield services [1] Group 2 - The latest financial results for Tongyuan Petroleum show an operating income of 867 million yuan for the third quarter of 2024, representing a year-on-year decrease of 9.68%, while net profit has dropped by 46.96% to 48.12 million yuan, with a sales gross margin of 29.04% [1] - In terms of industry comparison, the average PE ratio for the extraction industry is 30.78 times, with a median of 40.17 times, placing Tongyuan Petroleum at the 21st position within the industry [2] - The company's static PE ratio is reported at 53.60 times, and its price-to-book ratio stands at 1.97 [2]

（文章来源：证券时报网） 公司在近期的调研中透露，北美业务方面，美国子公司客户规模超百个，包括西方石油、雪佛龙、康菲等大型油气公 司及其他中小型油气公司。国内业务方面，客户主要为三桶油和延长石油。同时，公司2024年加大煤矿领域煤层气及 体制外各省市能源投资油气区块的开拓力度，客户结构进一步优化。 2024年公司业绩实现稳健增长，预计净利超5500万元，同比增超9%；扣非净利超4950万元，同比增长超22%；预计营 收超12亿元，同比增长超16%。 | 复权 叠加 多股 统计 | 画线 | F10 简框 标记 +自选 返回 | | 通源石油 300164 | | | 石油 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | ◇□ | | 4.56 0.29 6.79% | | | 0.38% | | | | 4.97 | | | | | | | | | | 定力 | | 4.60 | 2190 | | | | | | | 卖四 | 4.59 | 2225 | | | | | | 美三 载二 | | 4.58 | 1689 | | | | | | ...

3月28日，通源石油今日收盘4.3元，下跌1.60%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到329.37倍，总市值25.30亿元。 从行业市盈率排名来看，公司所处的采掘行业行业市盈率平均30.53倍，行业中值39.65倍，通源石油排 名第21位。 资金流向方面，3月28日，通源石油主力资金净流出497.52万元，近5日总体呈流出状态，5日共流出 5660.28万元。 最新一期业绩显示，2024年三季报，公司实现营业收入8.67亿元，同比9.68%；净利润4811.93万元，同 比-46.96%，销售毛利率29.04%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)21通源石油329.3750.331.8525.30亿行业平均 30.5329.373.37142.89亿行业中值39.6538.963.3049.20亿1海默科技-169.32123.183.8640.05亿2准油股 份-89.61-76.7320.9914.26亿3仁智股份-85.06-66.3374.5123.18亿4潜能恒信-77.85-43.965.1856.35亿5惠博 普-44.1232.681.4234 ...

从行业市盈率排名来看，公司所处的采掘行业行业市盈率平均31.84倍，行业中值41.50倍，通源石油排 名第21位。 通源石油收盘下跌1.33%，滚动市盈率340.86倍，总 市值26.19亿元 3月26日，通源石油今日收盘4.45元，下跌1.33%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到340.86倍，总市值26.19亿元。 最新一期业绩显示，2024年三季报，公司实现营业收入8.67亿元，同比9.68%；净利润4811.93万元，同 比-46.96%，销售毛利率29.04%。 股东方面，截至2025年2月28日，通源石油股东户数35120户，较上次增加1252户，户均持股市值35.28 万元，户均持股数量2.76万股。 通源石油科技集团股份有限公司的主营业务为石油,天然气勘探与开发提供技术支持和技术服务。公司 主要产品和服务为射孔销售及服务项目、油田服务。 序号股票简称PE(TTM)PE(静)市净率总市值(元)21通源石油340.8652.081.9126.19亿行业平均 31.8431.233.44148.38亿行业中值41.5041.663.3858.18亿1海默科技-184.42 ...

证券代码：300164 证券简称：通源石油 公告编号：2025-004 通源石油科技集团股份有限公司 关于为全资子公司提供担保的公告 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、担保情况概述 通源石油科技集团股份有限公司（以下简称"公司"）全资子公司北京大德广 源石油技术服务有限公司（以下简称"大德广源"）因经营需要，拟向北京银行股 份有限公司中关村分行（以下简称"北京银行"）申请 1,000 万元人民币的综合授 信额度。公司拟对大德广源的综合授信提供连带责任保证，担保总金额为合计不超 过 1,000 万元，期限为 24 个月，具体担保金额和担保期限以公司与北京银行签 订的合同为准。 本次担保事项已经第八届董事会第十四次会议审议通过。根据《深圳证券交易 所创业板股票上市规则》《公司章程》等相关规定，本次担保事宜无须提交股东大 会审批。 二、被担保人基本情况 1、基本情况 企业名称：北京大德广源石油技术服务有限公司 统一社会信用代码：91110105784830239T 类型：有限责任公司(法人独资) 法定代表人：任延忠 注册资本：8,000 万元 成立 ...