证券代码：300191 证券简称：潜能恒信 公告编号：2026-001 潜能恒信能源技术股份有限公司 渤海 09/17 重大合同进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、背景 潜能恒信能源技术股份有限公司（以下简称"公司"）海外全资公司智慧石 油投资有限公司（英文名称：SMART OIL INVESTMENT LTD.,以下简称"智慧石油"） 通过参与中国海洋石油集团有限公司（以下简称"中国海油"或"国家公司"） 组织的对外合作招标，取得了中国渤海 09/17 区块勘探开发权益。2019 年 4 月 12 日智慧石油与中国海油签订了为期 30 年的产品分成合同—《中国渤海 09/17 区域合同区石油合同》（以下简称"石油合同"），智慧石油成为合同区内勘探 作业、开发作业和生产作业的作业者（以下简称"合同者"）。根据石油合同约 定，09/17 区块勘探作业所需的全部勘探费用由合同者提供，如 09/17 区块内有 商业油气发现，合同者享有最少 49%的开采权益，生产期为 15 年。 二、合同区勘探进展情况 鉴于前期在渤海 09/17 合同区发现 ...

Group 1 - The oil service engineering sector increased by 2.09% on January 6, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Key stocks in the oil service engineering sector showed significant price increases, with Renji Co., Ltd. rising by 4.79% to a closing price of 7.22 [1] Group 2 - The oil service engineering sector experienced a net inflow of 86.14 million yuan from main funds, while retail investors saw a net outflow of 23.13 million yuan [2] - Major stocks such as Haiyou Development and Tongyuan Petroleum had notable net inflows from main funds, with Haiyou Development receiving 39.85 million yuan [3] - The overall trading volume and turnover for key stocks in the sector were substantial, with Tongyuan Petroleum achieving a turnover of 1.02 billion yuan [1][2]

Group 1 - The U.S. military conducted a large-scale military strike against Venezuela, capturing President Maduro and announcing plans for U.S. oil companies to invest billions in Venezuela's oil infrastructure [1] - Venezuela has the world's largest proven oil reserves at approximately 303 billion barrels, accounting for 17% of global reserves, but its daily oil production is currently below 1 million barrels [2][3] - Venezuela's oil production has sharply declined since 2017 due to U.S. sanctions, dropping from over 2 million barrels per day to around 300,000 barrels per day by 2020 [2] Group 2 - As of November 2025, Venezuela's oil production was 934,000 barrels per day, a month-on-month decrease of 2.3%, with an average annual production of 916,000 barrels per day, reflecting an 8.57% year-on-year increase [2] - In November 2025, Venezuela's oil export volume was 653,000 barrels per day, a month-on-month decrease of 16.71%, with an average annual export volume of 728,000 barrels per day, showing a 10.7% year-on-year increase [3] - The current geopolitical instability between the U.S. and Venezuela is likely to support oil prices in the short term, but ongoing developments need to be monitored [3] Group 3 - Venezuela's oil is primarily heavy and extra-heavy crude, which requires special processing and diluents for transportation and refining, resulting in higher extraction and operational costs compared to conventional light crude [3] - Prior to 2019, Venezuela was a key source of heavy oil for the U.S., but due to sanctions, imports have fallen to less than 100,000 barrels per day in 2025, with Canada and Mexico now being the top suppliers [4] - In 2025, WTI and Brent crude oil prices fell approximately 20% from the beginning of the year, influenced by OPEC+ production increases and oversupply in the oil market [4]

Core Viewpoint - The article discusses the recent military actions by the U.S. against Venezuela, highlighting the potential for U.S. oil companies to invest billions in Venezuelan oil infrastructure, which could significantly impact global oil markets and prices [3]. Group 1: Military Actions and Economic Implications - The U.S. military conducted a large-scale operation against Venezuela, capturing President Maduro and announcing plans to "manage" the country, which includes significant investments in the oil sector [3]. - U.S. oil companies are expected to invest billions to repair oil infrastructure in Venezuela, which has the largest proven oil reserves globally, estimated at 303 billion barrels, accounting for 17% of the world's total [3][4]. Group 2: Current Oil Production and Trends - Venezuela's oil production has drastically declined from over 2 million barrels per day in 2017 to around 930,000 barrels per day in November 2025, reflecting a 2.3% month-on-month decrease [4]. - The average oil production for 2025 was reported at 916,000 barrels per day, showing an 8.57% year-on-year increase, while the average export volume was 728,000 barrels per day, up 10.7% year-on-year [4]. Group 3: Market Reactions and Future Outlook - Oil and gas stocks surged following the news, with companies like Quanzhou Oil and PetroChina seeing significant price increases [3]. - Despite the short-term support for oil prices due to geopolitical instability, analysts caution that the macro environment may not sustain long-term price increases, especially with OPEC+ discussions on restoring production levels [5]. - The article notes that the price of WTI and Brent crude oil has dropped approximately 20% over the year, from $72 and $75 per barrel to $56 and $60, respectively, influenced by OPEC+ production increases and oversupply [5].

Core Viewpoint - The recent military action by the U.S. against Venezuela, including the capture of President Maduro, is expected to lead to significant investments by U.S. oil companies in Venezuela's oil infrastructure, potentially revitalizing the country's oil production and exports [1] Group 1: Venezuela's Oil Production and Exports - Venezuela has proven oil reserves of approximately 303 billion barrels, accounting for 17% of global reserves, but its daily oil production is currently below 1 million barrels, representing less than 1% of global oil production [2] - Venezuela's oil production has sharply declined from over 2 million barrels per day in 2017 to around 300,000 barrels per day in 2020 due to U.S. sanctions during Trump's presidency [2] - As of November 2025, Venezuela's oil production was 934,000 barrels per day, a month-on-month decrease of 2.3%, while the average production for the year was 916,000 barrels per day, reflecting an annual growth of 8.57% [2] Group 2: Export Dynamics - In November 2025, Venezuela's oil export volume was 653,000 barrels per day, a month-on-month decrease of 16.71%, with an average annual export volume of 728,000 barrels per day, showing a year-on-year increase of 10.7% [3] - The geopolitical instability between the U.S. and Venezuela is likely to support oil prices in the short term, but ongoing developments need to be monitored closely [3] Group 3: Market Conditions and Pricing - The oil market is currently facing macroeconomic conditions that do not favor sustained price increases, with discussions within OPEC+ about gradually restoring production, which could lead to a more balanced global supply-demand scenario [3] - The price of WTI and Brent crude oil has dropped approximately 20% from the beginning of 2025, with WTI falling from $72 per barrel to $56 and Brent from $75 to $60 [4] - Venezuela's oil is primarily heavy and extra-heavy crude, which requires special processing and diluents for transportation and refining, resulting in higher extraction and operational costs compared to conventional light crude oil [3]

Core Viewpoint - The oil service engineering sector experienced a decline of 0.43% on December 31, with Junyou Co., Ltd. leading the losses. The Shanghai Composite Index rose by 0.09%, while the Shenzhen Component Index fell by 0.58 [1]. Group 1: Market Performance - The closing price of Junyou Co., Ltd. was 7.40, reflecting a decrease of 3.77% with a trading volume of 171,200 shares and a transaction value of 12.7 million [2]. - The oil service engineering sector saw a net outflow of 83 million yuan from main funds, while retail investors contributed a net inflow of 63.74 million yuan [2]. Group 2: Individual Stock Performance - Qianeng Hengxin closed at 18.48, with an increase of 1.48% and a trading volume of 38,900 shares, resulting in a transaction value of 71.43 million [1]. - The stock of Zhongman Petroleum closed at 23.05, down by 1.91%, with a trading volume of 84,600 shares and a transaction value of 195 million [2]. - The stock of Huibo Yin closed at 3.19, down by 1.54%, with a trading volume of 247,500 shares and a transaction value of 7.88 million [2]. Group 3: Fund Flow Analysis - The main funds showed a net outflow of 751,820 yuan from Junyou Co., Ltd., while retail investors had a net inflow of 1,015,780 yuan [3]. - The main funds experienced a net outflow of 812,200 yuan from Keli Co., Ltd., with retail investors showing a net outflow of 167,080 yuan [3]. - The stock of Zhongyou Engineering had a net outflow of 95,510 yuan from main funds, while retail investors had a net inflow of 4,810 yuan [3].

Group 1 - The company, QianNeng HengXin, stated that it will organize investor research activities as needed [2] - The stock price fluctuations in the secondary market are influenced by multiple factors [2]

Group 1 - The core viewpoint of the news is that Qianeng Hengxin's stock performance and financing activities indicate a mixed outlook, with a notable decline in net buying and a significant drop in shareholder numbers [1][2]. Group 2 - As of December 29, Qianeng Hengxin's stock price fell by 0.22%, with a trading volume of 46.43 million yuan. The financing buy amount was 2.78 million yuan, while the financing repayment was 10.18 million yuan, resulting in a net financing outflow of 7.40 million yuan [1]. - The total balance of margin trading for Qianeng Hengxin reached 233 million yuan, with the financing balance accounting for 3.98% of the circulating market value, indicating a high level compared to the past year [1]. - On the short selling side, there were no shares repaid, with 200 shares sold short, amounting to 3,648 yuan at the closing price. The short selling balance was 820,800 yuan, which is below the 40th percentile of the past year [1]. Group 3 - As of September 30, the number of Qianeng Hengxin shareholders decreased by 27.13% to 16,400, while the average circulating shares per person increased by 37.23% to 13,499 shares [2]. - For the period from January to September 2025, Qianeng Hengxin reported revenue of 427 million yuan, representing a year-on-year growth of 18.26%. However, the net profit attributable to the parent company was a loss of 18.19 million yuan, although this was an improvement of 56.53% year-on-year [2]. Group 4 - Since its A-share listing, Qianeng Hengxin has distributed a total of 96 million yuan in dividends, with 6.4 million yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders included Yinhua Domestic Demand Selected Mixed Fund, holding 5.2 million shares, unchanged from the previous period. Yinhua Tongli Selected Mixed Fund held 4.8 million shares, a decrease of 200,000 shares from the previous period [3].

Core Insights - The oil service engineering sector experienced a 0.5% increase on December 24, with Huibo Po leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] Sector Performance - The following companies in the oil service engineering sector showed notable price changes: - Huibo Po (002554) closed at 3.33, up 2.46% with a trading volume of 553,500 shares and a transaction value of 181 million yuan [1] - China Oil Engineering (600339) closed at 3.37, up 1.51% with a trading volume of 230,100 shares and a transaction value of 77.02 million yuan [1] - Beiken Energy (002828) closed at 11.06, up 1.37% with a trading volume of 74,800 shares and a transaction value of 82.43 million yuan [1] - Other companies such as Zhonghai Aofeng (601808) and Bomai Ke (603727) also saw slight increases in their stock prices [1] Capital Flow - The oil service engineering sector saw a net outflow of 32.18 million yuan from institutional investors and 32.67 million yuan from retail investors, while there was a net inflow of 64.85 million yuan from individual investors [2] - The detailed capital flow for specific companies indicates varied investor behavior, with some companies experiencing significant net outflows from institutional and retail investors [3]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300164 通源石油 | | 1557.04万 | 5.95% | -513.68万 | -1.96% | -1043.37万 | -3.98% | | 002629 仁智股份 | | 671.06万 | 7.18% | -496.70万 | -5.32% | -174.36万 | -1.87% | | 002207 准油股份 | | 632.88万 | 6.69% | -158.74万 | -1.68% | -474.14万 | -5.01% | | 600583 海油工程 | | 505.53万 | 2.81% | -636.96万 | -3.54% | 131.43万 | 0.73% | | 603727 博迈科 | | 453.63万 | 11.71% | 27.97万 | 0.72% | -481.60万 | -12.44% | | 601808 中海油服 ...