通源石油接待浙商证券、兴证全球基金等调研 民营油服受益行业上行周期

Group 1 - The core viewpoint of the news is that Tongyuan Petroleum is well-positioned to benefit from the increasing global oil and gas capital expenditure and its successful partnerships with major clients like Chevron and Occidental Petroleum [1][2][3] - In 2024, global oil and gas capital expenditure is projected to reach $603 billion, with a year-on-year growth of 4.5%, indicating a favorable environment for oil service companies [1] - The company has successfully expanded its business with Chevron, receiving high praise for its perforation technology, which is a key competitive advantage [2] Group 2 - The domestic market for unconventional oil and gas development is expected to grow, with China's unconventional oil production projected to exceed 50 million tons by 2035, accounting for 25% of the total oil production [3] - Tongyuan Petroleum is strategically positioned in key unconventional oil and gas development areas in China, such as the Tarim Basin and the Ordos Basin, which are expected to drive growth in its domestic business [3] - The company aims to leverage its leading perforation technology to secure more contracts in unconventional gas fields, thereby expanding its market presence [3]