中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2386） 自願性公告 新合同總值及未完成合同量 本公告乃由中石化煉化工程（集團）股份有限公司（以下簡稱「本公司」，與其附屬 公司統稱「本集團」）自願作出。本公司董事會（以下簡稱「董事會」）欣然向本公司 股東及潛在投資者提供最新資料，內容為有關截至2025年9月30日止三個月期間本 集團所簽訂的代表性新合同、截至2025年9月30日止九個月期間新合同總值及於 2025年9月30日未完成合同量的相關事宜。 本公告乃承董事會之命發出。董事會願就本公告的準確性共同及個別承擔責任。 本公司股東及潛在投資者在買賣本公司股票時務請謹慎。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 下表所列為截至所示期間或日期本集團按(1)業務分部；(2)客戶經營行業；(3)地域； ...

致：香港交易及結算所有限公司 公司名稱: 中石化煉化工程（集團）股份有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02386 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,430,681,000 | RMB | | 1 RMB | | 1,430,681,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,430,681,000 | RMB | | 1 RMB | | 1,430,681,000 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股 ...

Core Viewpoint - Morgan Stanley reports that certain stocks in China's oil service and oil engineering sector have outperformed the industry average and Brent crude oil price increases over the past six months, driven by record new order volumes, stable backlog, strong delivery capabilities, and positive outlooks for capital expenditures from Chinese oil companies and new orders in overseas markets [1] Group 1: Company Recommendations - Sinopec Engineering (02386) is identified as the top pick in the industry, expected to achieve steady revenue and profit growth due to strong order growth momentum, with a projected dividend yield of 6% to 7%. The target price is raised from HKD 7.1 to HKD 8.4, maintaining an "Overweight" rating [1] - CNOOC Services (02883) is expected to see a 20% year-on-year profit growth in FY2025 due to improved capacity utilization and order terms, with the H-share target price adjusted down from HKD 11 to HKD 10.4, also rated "Overweight" [1] - Sinopec Oilfield Services (600871) (01033) and Offshore Oil Engineering (600583) (600583.SH) maintain "Overweight" ratings, with Sinopec Oilfield Services noted for effective cost control and improved shareholder returns. The target price for Sinopec Oilfield Services H-shares is raised from HKD 0.92 to HKD 1, while Offshore Oil Engineering's target price is increased from RMB 6.4 to RMB 7.1 [1]

Core Viewpoint - The report from JPMorgan indicates that the Chinese oil service and oil engineering sector is outperforming both the industry average and Brent crude oil prices, driven by record new order volumes, stable backlog, strong delivery capabilities, and positive prospects for new orders in overseas markets [1] Industry Summary - The Chinese oil service and oil engineering sector has seen a significant increase in new signed orders, reaching a record high [1] - The sector benefits from a robust backlog of orders and strong delivery capabilities [1] - Capital expenditure from Chinese oil companies remains stable, contributing to the sector's positive outlook [1] Company Summary - Sinopec Engineering has been identified as the top pick in the industry, with expectations for steady revenue and profit growth [1] - The dividend yield for Sinopec Engineering is projected to be between 6% and 7% [1] - The target price for Sinopec Engineering has been raised to HKD 8.4, with a maintained "overweight" rating [1]

Core Viewpoint - Morgan Stanley's research report indicates that certain stocks in China's oil service and oil engineering sector have outperformed the industry average and Brent crude price increases over the past six months, driven by record-high new order volumes, stable backlog, strong delivery capabilities, and positive outlooks for capital expenditures from Chinese oil companies and new orders in overseas markets [1] Group 1: Company Recommendations - Sinopec Engineering is identified as the top pick in the industry, expected to achieve steady revenue and profit growth due to strong order growth momentum, with a projected dividend yield of 6% to 7%. The target price has been raised from HKD 7.1 to HKD 8.4, maintaining an "Overweight" rating [1] - CNOOC Services is expected to see a 20% year-on-year profit growth in FY2025 due to improved capacity utilization and order terms, with its H-share target price adjusted down from HKD 11 to HKD 10.4, also rated "Overweight" [1] - Sinopec Oilfield Services is noted for effective cost control and improved shareholder returns, with its H-share target price increased from HKD 0.92 to HKD 1.0. Meanwhile, CNOOC Engineering's target price has been raised from HKD 6.4 to HKD 7.1 following a new contract with Qatar Energy [1]

Group 1 - BlackRock, Inc. increased its stake in Sinopec Engineering (02386.HK) by purchasing 2.4815 million shares at an average price of HKD 7.3028 per share, totaling approximately HKD 18.122 million [1] - Following this transaction, BlackRock's total holdings in Sinopec Engineering rose to 73,662,627 shares, increasing its ownership percentage from 4.99% to 5.16% [1]

Core Viewpoint - BlackRock increased its stake in Sinopec Engineering (02386) by acquiring 2.4815 million shares at a price of HKD 7.3028 per share, totaling approximately HKD 18.1219 million, resulting in a new holding of about 73.6626 million shares, representing 5.16% of the company [1] Company Summary - BlackRock's recent acquisition of shares indicates a strategic investment in Sinopec Engineering, reflecting confidence in the company's future performance [1] - The total amount invested by BlackRock in this transaction is approximately HKD 18.1219 million, showcasing a significant commitment to increasing its ownership [1] - Following the purchase, BlackRock's total shareholding in Sinopec Engineering has reached approximately 73.6626 million shares, which constitutes 5.16% of the company's total shares [1]

智通财经APP获悉，香港联交所最新资料显示，9月9日，贝莱德增持中石化炼化工程(02386)248.15万 股，每股作价7.3028港元，总金额约为1812.19万港元。增持后最新持股数目约为7366.26万股，最新持 股比例为5.16%。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中石化煉化工程（集團）股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02386 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,430,681,000 | RMB | | 1 | RMB | | 1,430,681,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,430,681,000 | RMB | | 1 | RMB | | 1,430,681,000 | | ...

Core Viewpoint - Sinopec Engineering (02386) announced the cancellation of 136,500 repurchased shares on August 29, 2025 [1] Company Summary - The company will cancel a total of 136,500 shares that were previously repurchased [1]