格隆汇1月21日丨潜能恒信(300191.SZ)在互动平台表示，公司目前未有触及退市风险警示的情形。 ...

格隆汇1月21日丨潜能恒信(300191.SZ)在互动平台表示，公司目前未有触及退市风险警示的情形。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002554 | 惠博音 | 4.04 | 10.08% | 102.08万 | 3.94亿 | | 300164 | 通源石油 | 7.38 | 6.03% | 153.80万 | 11.10亿 | | 603619 | 中曼石油 | 26.73 | 5.15% | 20.56万 | 5.47 Z | | 920088 | 科力股份 | 35.75 | 5.09% | 5.59万 | 1.96/Z | | 002207 | 准油股份 | 8.65 | 4.09% | 35.82万 | 3.04亿 | | 300191 | 潜能恒信 | 21.29 | 3.40% | 8.57万 | 1.80亿 | | 603727 | 博迈科 | 15.77 | 2.60% | 5.54万 | 8640.43万 | | 600871 | 石化油服 | 2.39 | 2.58% | 207.24万 | 4.89 乙 | | 002828 | 贝肯能源 | 12.0 ...

ETF方面，油气ETF博时（561760）涨1.00%，成分股惠博普（002554.SZ）、洲际油气（600759.SH） 涨停，中曼石油（603619.SH）、通源石油（300164.SZ）涨超5%，潜能恒信（300191.SZ）、山东墨龙 （002490.SZ）、泰山石油（000554.SZ）、石化油服（600871.SH）、石化机械（000852.SZ）、博迈 科（603727.SH）等上涨。 1月21日午盘，上证指数涨0.16%，深证成指涨0.76%，创业板指涨0.85%。贵金属、金属铅、金属锌等 板块涨幅居前。 东吴证券表示，供给宽松，城燃公司成本优化；价格机制继续理顺、需求放量。需关注对美LNG加征 关税后新奥股份等具有美国气源的公司是否能通过转售等消除关税影响；以及涉及省内管输业务的公司 管输费下调风险。 华创证券表示，天然气发电厂是美国电力系统的重要组成部分，自页岩气革命以来已成为美国最主要的 发电燃料。美国能源信息署（EIA）提供的数据显示，截至2024年，美国天然气发电容量约为571吉 瓦，占总发电容量的43%，居所有电力来源中的首位。根据2025年12月EIA发布的短期能源展望，2025 ...

证券之星消息，1月20日油服工程板块较上一交易日上涨0.56%，中油工程领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600339 | 中海工程 | 3.56 | 1.71% | 45.27万 | 1.59亿 | | 600968 | 海油发展 | 4.00 | 1.27% | 75.46万 | 3.00亿 | | 603727 | 博迈科 | 15.37 | 1.18% | 5.78万 | 8840.76万 | | 600871 | 石化油服 | 2.33 | 0.87% | 159.29万 | 3.65亿 | | 600583 | 海丁田駅 | 6.22 | 0.81% | 67.39万 | 4.14亿 | | 002828 | 贝肯能源 | 11.78 | 0.51% | 13.71万 | 1.61亿 | | 601808 | 中澳澳版 | 14.94 ...

Market Overview - The oil service engineering sector experienced a decline of 3.44% on January 16, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable declines in individual stocks include: - Daoyuan Petroleum (300164) at 7.10, down 11.91% with a trading volume of 1.887 million shares and a transaction value of 13.49 billion [1] - Keli Co., Ltd. (920088) at 35.69, down 11.77% with a trading volume of 82,700 shares and a transaction value of 303 million [1] - Zhunyou Co., Ltd. (002207) at 8.26, down 8.43% with a trading volume of 435,000 shares and a transaction value of 365 million [1] Capital Flow - The oil service engineering sector saw a net outflow of 460 million from main funds, while retail investors contributed a net inflow of 391 million [1] - The table of capital flow indicates that: - Zhongyou Engineering (600339) had a main fund net inflow of 5.4486 million, while retail investors had a net inflow of 3.3170 million [2] - Haiyou Engineering (600583) experienced a main fund net outflow of 20.4936 million, but retail investors had a net inflow of 2.5745 million [2] - Beiken Energy (002828) faced a main fund net outflow of 23.0657 million, with a significant retail net inflow of 39.8684 million [2]

Core Insights - As of January 15, a total of 169 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Shenwan Hongyuan, which has seen net buying for 13 trading days [1] - Other notable stocks with significant consecutive net inflows include Shijia Guangzi, Lens Technology, Shangwei New Materials, Zhaochi Co., Deep Keda, Zhongchen Technology, Wukuang Capital, and Qianeng Hengxin [1]

Core Viewpoint - The oil service industry is expected to maintain a favorable business environment due to stable oil prices and increasing demand for oil and gas, supported by rising capital expenditures from upstream oil companies [1][3]. Group 1: Industry Outlook - The international oil price is currently above $65 per barrel, with geopolitical uncertainties providing some support [2]. - Upstream capital expenditures are expected to increase, leading to accelerated development in oil fields and related services such as perforation, fracturing, logging, and completion [2][5]. - Oil service companies are seeing a rise in order volumes, particularly from international oil companies, indicating a positive trend for the industry [3][4]. Group 2: Company Developments - Chevron plans to maintain its 2026 capital expenditure between $18 billion and $19 billion, a 22% increase from 2025, with a significant portion allocated to upstream activities [2]. - Phillips 66 has raised its 2026 capital budget to $2.4 billion, reflecting a broader trend of increasing investment in oil exploration and production [2]. - Companies like Jereh and China National Petroleum Engineering are securing significant contracts, indicating robust demand for oil service capabilities [4].

Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]

Core Viewpoint - The oil service engineering sector experienced a significant increase of 2.94% on January 13, with Tongyuan Petroleum leading the gains, while the overall Shanghai Composite Index fell by 0.64% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4138.76, down 0.64% [1] - The Shenzhen Component Index closed at 14169.4, down 1.37% [1] - Key stocks in the oil service engineering sector showed notable increases, with Tongyuan Petroleum rising by 11.66% to a closing price of 7.18 [1] Group 2: Stock Performance - Tongyuan Petroleum (300164) led the sector with a closing price of 7.18 and a trading volume of 2.3767 million shares, resulting in a transaction value of 1.67 billion [1] - Zhun Oil Co. (002207) increased by 10.00% to 9.02, with a transaction value of 738 million [1] - Other notable performers included Keli Co. (920088) up 6.35% to 37.37, and Sinopec Oilfield Service (600871) up 4.37% to 2.39 [1] Group 3: Capital Flow - The oil service engineering sector saw a net inflow of 287 million from main funds, while retail investors experienced a net outflow of 185 million [1] - Main funds showed significant net inflows in Zhun Oil Co. (002207) at 114 million, while retail investors had a net outflow of 5317.78 million [2] - The overall capital flow indicates a mixed sentiment, with main funds favoring certain stocks while retail investors withdrew [2]