Core Insights - The oil service engineering sector experienced a rise of 1.78% on December 1, with Keli Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Keli Co., Ltd. (code: 920088) closed at 32.01, with a gain of 6.17% and a trading volume of 39,200 shares, amounting to a transaction value of 123 million yuan [1] - Tongyuan Petroleum (code: 300164) closed at 6.13, up 5.69%, with a trading volume of 1,137,300 shares and a transaction value of 687 million yuan [1] - Zhun Oil Co., Ltd. (code: 002207) closed at 8.68, increasing by 4.20%, with a trading volume of 320,300 shares and a transaction value of 277 million yuan [1] - Other notable performers include Shihua Oil Service (code: 600871) with a 3.07% increase and a closing price of 2.35, and Tian Sihua (code: 601808) with a 2.29% increase, closing at 14.29 [1] Fund Flow Analysis - The oil service engineering sector saw a net outflow of 113 million yuan from institutional investors, while retail investors contributed a net inflow of 168 million yuan [2] - Keli Co., Ltd. had a net inflow of 11.38 million yuan from institutional investors, representing 9.25% of its total trading volume [3] - Other companies like Haiyou Development (code: 600968) and Tongyuan Petroleum experienced mixed fund flows, with Haiyou Development seeing a net inflow of 10.62 million yuan from institutional investors [3]

Market Overview - The oil service engineering sector increased by 0.47% on November 28, with Beiken Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Beiken Energy (002828) closed at 12.21, up 5.35% with a trading volume of 395,000 shares and a turnover of 477 million yuan [1] - Huibo Yin (002554) closed at 3.66, up 5.17% with a trading volume of 454,800 shares and a turnover of 164 million yuan [1] - Zhun Oil Co. (002207) closed at 8.33, up 4.52% with a trading volume of 294,100 shares and a turnover of 242 million yuan [1] - Tongyuan Petroleum (300164) closed at 5.80, up 4.13% with a trading volume of 713,900 shares and a turnover of 410 million yuan [1] - Other notable performers include Keli Co. (920088) and Qian Neng Heng Xin (300191), with increases of 2.20% and 1.86% respectively [1] Capital Flow - The oil service engineering sector saw a net inflow of 91.91 million yuan from institutional investors, while retail investors experienced a net outflow of 74.93 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors showing confidence while retail investors withdrew funds [2] Individual Stock Capital Flow - Tongyuan Petroleum (300164) had a net outflow of 32.24 million yuan from institutional investors, indicating a lack of confidence [3] - Zhun Oil Co. (002207) experienced a net inflow of 17.01 million yuan from institutional investors, suggesting positive sentiment [3] - Beiken Energy (002828) saw a net inflow of 12.63 million yuan from institutional investors, reflecting strong interest [3]

Core Viewpoint - The company has successfully discovered the Weizhou 5-3 oil field in the southern part of the potential mountain structure zone using WEFOX dual-focus imaging technology, with production expected to commence in June 2025 [1] Group 1: Oil Field Discovery - The company utilized WEFOX dual-focus imaging technology to obtain high-definition data for exploration [1] - The Weizhou 5-3 oil field is set to commence production in June 2025 [1] Group 2: Expansion Plans - To expand the oil field to the north, the company has deployed the WZ5-3N-1 exploratory well following the principle of "overall planning, step-by-step evaluation, and rolling development" [1] - The company has completed various preparatory works for the WZ5-3N-1 well, including site verification, geological design, engineering design, marine condition surveys, and obtaining drilling permits [1] Group 3: Financial Implications - If the WZ5-3N-1 well drilling is successful and shows good oil and gas indications, all expenditures related to preparatory work, drilling, and supporting services will be temporarily capitalized [1] - In the event of a drilling failure, the portion of expenditures borne by Wisdom Petroleum will be accounted for in the company's current profit and loss [1]

Core Viewpoint - The company announced the commencement of drilling for the WZ5-3N-1 well in the South China Sea, with potential implications for oil and gas discovery [1] Company Summary - The wholly-owned subsidiary, Wisdom Petroleum, has officially started drilling the WZ5-3N-1 well in the Beibu Gulf, South China Sea, on November 26, 2025 [1] - The company has appointed CNOOC AIP to undertake the oil testing work for the WZ5-3N-1 well in the 22/04 block [1] - The estimated pre-drilling preparation costs for the well are expected to be no more than $12.3 million [1] Financial Implications - If the drilling is successful and shows favorable oil and gas indications, the related expenditures will be temporarily capitalized [1] - Conversely, if the drilling fails, the related expenditures will be recorded as a loss in the company's current financial results [1]

证券代码：300191 证券简称：潜能恒信 公告编号：2025-063 潜能恒信能源技术股份有限公司 南海涠洲 22/04 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"潜能恒信"或"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，与洛克石油（渤海）公司（以下简称"洛 克石油"）共同取得了中国南海北部湾涠洲 10-3 西油田暨 22/04 区块勘探开发 权益。2018 年 7 月 3 日，智慧石油和洛克石油与中国海油签订了为期 30 年的产 品分成合同—《中国南海北部湾涠洲 10-3 西油田暨 22/04 区域合同区石油合同》 （以下简称"石油合同"），智慧石油和洛克石油成为合同区内勘探作业、开发 作业和生产作业的联合作业者（以下简称"合同者"）。2022 年 11 月，原合同 者之一洛克石油退出 22/04 区块，智慧 ...

Market Overview - The oil service engineering sector experienced a decline of 0.55% on November 26, with potential leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Key stocks in the oil service engineering sector showed varied performance: - Beiken Energy (002828) rose by 5.23% to close at 11.88, with a trading volume of 542,000 shares and a turnover of 654 million yuan [1] - Bomaike (603727) increased by 1.32% to 15.30, with a trading volume of 113,100 shares and a turnover of 173 million yuan [1] - Potential Energy (300191) fell by 2.70% to 18.39, with a trading volume of 62,500 shares and a turnover of 117 million yuan [2] Capital Flow - The oil service engineering sector saw a net inflow of 146 million yuan from institutional investors, while retail investors experienced a net outflow of 1.54 billion yuan [2][3] - The capital flow for key stocks included: - Beiken Energy had a net inflow of 138 million yuan from institutional investors, representing 21.13% of its trading volume [3] - PetroChina Engineering (600339) had a net inflow of 819,130 yuan from institutional investors, representing 7.11% of its trading volume [3] Summary of Trading Data - The trading data for selected stocks in the oil service engineering sector indicates mixed performance, with some stocks experiencing gains while others faced declines [1][2][3]

Core Viewpoint - The stock of Qianeng Hengxin has experienced fluctuations, with a current price of 20.30 CNY per share, reflecting a year-to-date increase of 58.59% and a recent decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Qianeng Hengxin reported a revenue of 427 million CNY, representing a year-on-year growth of 18.26%. However, the net profit attributable to shareholders was a loss of 18.19 million CNY, which is an improvement of 56.53% compared to the previous year [2]. - The company has cumulatively distributed 96 million CNY in dividends since its A-share listing, with 6.4 million CNY distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Qianeng Hengxin was 16,400, a decrease of 27.13% from the previous period. The average number of circulating shares per shareholder increased by 37.23% to 13,499 shares [2]. - The top ten circulating shareholders include notable funds, with the third-largest being Yinhua Domestic Demand Selected Mixed Fund holding 5.2 million shares, unchanged from the previous period [3].

Core Insights - The oil service engineering sector experienced a decline of 1.87% on November 18, with PetroChina Oilfield Services leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Zhongman Petroleum (603619) closed at 24.93, up 3.40% with a trading volume of 204,600 shares and a transaction value of 508 million yuan [1] - Potential Energy (300191) closed at 20.71, up 0.05% with a trading volume of 85,200 shares and a transaction value of 176 million yuan [1] - Other notable declines include PetroChina Oilfield Services (600871) down 4.26% and Tongyuan Petroleum (300164) down 3.73% [2] Capital Flow - The oil service engineering sector saw a net outflow of 136 million yuan from institutional investors, while retail investors had a net inflow of 184 million yuan [2] - Major stocks like Zhongman Petroleum and Renji Co. experienced mixed capital flows, with Zhongman Petroleum seeing a net inflow of 33.83 million yuan from institutional investors [3]

Group 1 - The core viewpoint of the news is that Qianeng Hengxin has shown significant trading activity and financial performance, with a notable increase in revenue and a decrease in net profit [1][2]. - On November 17, Qianeng Hengxin's stock rose by 1.02%, with a trading volume of 179 million yuan. The financing buy-in amount was 25.84 million yuan, while the financing repayment was 16.79 million yuan, resulting in a net financing buy-in of 9.05 million yuan [1]. - As of November 17, the total margin balance for Qianeng Hengxin was 255 million yuan, with the financing balance accounting for 3.84% of the circulating market value, indicating a high level of financing activity [1]. Group 2 - As of September 30, the number of shareholders for Qianeng Hengxin was 16,400, a decrease of 27.13% from the previous period. 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 achieved an operating income of 427 million yuan, representing a year-on-year growth of 18.26%. However, the net profit attributable to the parent company was -18.19 million yuan, which is a 56.53% increase in loss compared to the previous year [2]. - Since its A-share listing, Qianeng Hengxin has distributed a total of 96 million yuan in dividends, with 6.4 million yuan distributed in the last three years [3].

Core Viewpoint - The oil service engineering sector experienced a slight decline of 0.21% on November 17, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1]. Group 1: Market Performance - The oil service engineering sector's performance was mixed, with individual stocks showing varied results. For instance, Huibo Yin increased by 2.88% to close at 3.93, while Keli Co., Ltd. fell by 2.41% to 34.07 [1][2]. - The trading volume for Huibo Yin was 724,400 shares, with a transaction value of 282 million yuan, while Keli Co., Ltd. had a trading volume of 21,000 shares and a transaction value of 71.71 million yuan [1][2]. Group 2: Capital Flow - The oil service engineering sector saw a net outflow of 65.79 million yuan from institutional investors, while retail investors contributed a net inflow of 4.12 million yuan [2]. - Among individual stocks, Tongyuan Petroleum had a net inflow of 17.68 million yuan from institutional investors, while Keli Co., Ltd. experienced a net outflow of 8.81 million yuan [3].