Market Overview - On August 7, the oil service engineering sector rose by 0.05% compared to the previous trading day, with Qianeng Hengxin leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] Stock Performance - Qianeng Hengxin (300191) closed at 20.44, up 2.30% with a trading volume of 109,300 shares and a turnover of 221 million yuan [1] - Tongyuan Petroleum (300164) closed at 5.41, up 1.88% with a trading volume of 790,400 shares and a turnover of 424 million yuan [1] - Other notable stocks include: - Zhunyou Co. (002207) at 7.49, up 1.49% [1] - Beiken Energy (002828) at 10.39, up 1.07% [1] - Keli Co. (920088) at 37.48, up 0.62% [1] Capital Flow - The oil service engineering sector saw a net inflow of 9.91 million yuan from institutional investors, while retail investors experienced a net outflow of 1.45 million yuan [2] - The capital flow for individual stocks shows: - Tongyuan Petroleum had a net inflow of 41.93 million yuan from institutional investors [3] - Zhunyou Co. had a net inflow of 16.39 million yuan from institutional investors [3] - Keli Co. had a net inflow of 14.10 million yuan from institutional investors [3]

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]

证券之星消息，8月5日油服工程板块较上一交易日上涨0.78%，准油股份领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流出3839.84万元，游资资金净流出4082.09万元，散户 资金净流入7921.92万元。油服工程板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002207 | 准油股份 | 7.44 | 3.91% | 28.51万 | 2.10亿 | | 002629 | 仁智股份 | 7.77 | 3.05% | 16.25万 | 1.24亿 | | 600339 | 中油工程 | 3.46 | 1.47% | 35.19万 | 1.21亿 | | 600583 | 海油工程 | 5.57 | 1.46% | 29.83万 1 | 1.66亿 | | 300164 | 通源石油 | 5.31 | 1.34% | 53.16万 | ...

来源：金融界 资金流向方面，8月4日通源石油主力资金净流出1779.02万元，占流通市值的0.58%；近五日主力资金累 计净流出1112.12万元，占流通市值的0.36%。 风险提示：海外市场拓展存在不确定性，国际油价波动可能影响行业需求。 截至2025年8月4日15时29分，通源石油股价报5.24元，较前一交易日下跌0.01元，跌幅0.19%。当日开 盘价为5.15元，最高触及5.26元，最低下探5.08元，成交量为54.14万手，成交额达2.81亿元。 通源石油属于采掘行业，主营业务涵盖油气田射孔、压裂等工程技术服务。公司是国内民营油服企业之 一，业务覆盖国内主要油气田及北美、非洲等国际市场。 8月1日，通源石油公告称，拟设立利比亚分公司，以进一步拓展海外市场。公司参股子公司一龙恒业此 前已在利比亚中标多个油服项目，包括钻机、连续油管及压裂作业等。利比亚油气资源丰富，计划到 2028年将原油日产量提升至200万桶，市场潜力较大。 ...

Group 1 - Tongyuan Petroleum (SZ 300164, latest price: 5.24 yuan) announced on August 1 that its 21st meeting of the 8th board of directors was held on the same day, discussing the proposal to establish a subsidiary in Libya [1] - For the year 2024, the revenue composition of Tongyuan Petroleum is 100.0% from oil exploration and development [1] Group 2 - A German executive in China warned that the industry is facing a brutal price war, emphasizing that autonomous driving should not be free, as it could lead to disastrous consequences for the entire sector [1]

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]

Core Viewpoint - Tongyuan Petroleum (300164.SZ) aims to expand its business scale and enhance overall competitiveness by establishing a subsidiary in Libya to tap into the overseas market [1] Group 1 - The company held the 21st meeting of the 8th Board of Directors on August 1, 2025, to discuss the establishment of the Libya subsidiary [1] - The proposal to set up the subsidiary was approved, allowing the management to handle the specific matters related to this establishment [1]

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 ...