Core Points - The company, CNOOC Engineering Co., Ltd. (stock code: 600583), has signed a contract worth approximately $800 million with Thailand's state-owned energy company PTTEP for offshore oil and gas development [1][2] - The project will be executed under a long-term agreement model, with work confirmed annually from 2027 to 2029 [1][2] Project Overview - The signed contract involves the construction of wellhead platforms and subsea pipelines, with the implementation period from 2025 to 2029, focusing on offshore delivery from 2027 to 2029 [2] - CNOOC Engineering will provide a full range of services from design to commissioning, marking the second offshore engineering contract between the two companies [2] Partner Background - PTTEP is a major state-owned energy company in Thailand, responsible for 69% of the country's oil and gas production as of the end of 2024, and is a significant player in Southeast Asia's energy sector [3] - The collaboration is noted to be a market-driven commercial relationship, with no existing affiliations between PTTEP and CNOOC Engineering [3] Strategic Significance - The successful implementation of this project is expected to positively impact the company's future performance and market image [4] - As a long-term agreement project, it provides stable overseas business growth during the 14th Five-Year Plan period (2026-2030), supporting the company's internationalization strategy [4] - The partnership reflects the company's commitment to enhancing its competitiveness in the Southeast Asian offshore engineering market [4]

Core Viewpoint - The company has signed a significant contract with Thailand's PTTEP for the Bundled Phases 4 EPCI project, which involves the construction of wellhead platforms and subsea pipelines, with an estimated contract value of approximately $800 million [1] Group 1 - The project will be executed under a long-term agreement model, with the owner confirming the workload for offshore delivery of wellhead platforms and subsea pipelines from 2027 to 2029 on an annual basis [1] - The company is responsible for the design, procurement, construction, offshore transportation, installation, and commissioning of the project [1]

Core Insights - The company reported a revenue of 17.661 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 13.54% [1] - The net profit attributable to shareholders was 1.605 billion yuan, down 8.01% year-on-year [1] - The basic earnings per share stood at 0.36 yuan [1] Financial Performance - Revenue for the first three quarters: 17.661 billion yuan, down 13.54% year-on-year [1] - Net profit attributable to shareholders: 1.605 billion yuan, down 8.01% year-on-year [1] - Basic earnings per share: 0.36 yuan [1]

格隆汇10月24日丨海油工程(600583.SH)公布，公司于近日与泰国PTTEP公司正式签署 BundledPhases4EPCI总包项目井口平台及海管新建工作包合同，该项目按照长协模式执行，业主通过订 单逐年确认2027-2029年海上交付的井口平台及海管工作量，由公司承担设计、采购、建造、海上运输 安装及调试总承包工作，预计合同金额约为8亿美元。 财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：钟离 ...

Group 1 - The core point of the article is that CNOOC Engineering (SH 600583) held its 12th meeting of the 8th Board of Directors on October 23, 2025, discussing the proposal for the "Company Information Disclosure Delay and Exemption Management Measures" [1] - For the year 2024, CNOOC Engineering's revenue composition is 90.7% from the offshore engineering sector and 9.29% from non-offshore engineering projects [1] - As of the report, CNOOC Engineering has a market capitalization of 24.3 billion yuan [1] Group 2 - The article also highlights that Chinese innovative drugs have generated $80 billion in overseas licensing this year, indicating a booming secondary market in biomedicine, while the primary market is facing fundraising challenges [1]

证券代码：600583 证券简称：海油工程 公告编号：临 2025-033 海洋石油工程股份有限公司 第八届董事会第十二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 海洋石油工程股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日以电子邮件送出方式向全体董事发出了《关于召开第八届董事会第十二 次会议的通知》。2025 年 10 月 23 日，公司以现场结合视频会议方式召 开了第八届董事会第十二次会议，会议由公司董事长王章领先生主持。 2025 年第三季度财务报告已经公司 2025 年第四次董事会审计委 员会审议通过。 （二）以 6 票同意、0 票反对、0 票弃权审议通过《关于制定< 公司信息披露暂缓与豁免管理办法>的议案》（全文请见上海证券交 易所网站 www.sse.com.cn）。 本议案已经公司 2025 年第四次董事会审计委员会审议通过。 1 证券代码：600583 证券简称：海油工程 公告编号：临 2025-033 特此公告。 本次会议应出席董事 6 人，实际 ...

Financial Performance - The company's operating revenue for Q3 2025 was CNY 634,346.85 million, a decrease of 9.34% compared to the same period last year[2]. - The total profit for the period was CNY 59,636.76 million, down 2.40% year-on-year[2]. - The net profit attributable to shareholders was CNY 50,660.87 million, reflecting a decline of 7.55% compared to the previous year[2]. - The basic earnings per share for the quarter was CNY 0.11, down 8.33% year-on-year[3]. - The net profit for the first three quarters of 2025 is CNY 164,945.11 million, a decrease of 6.4% compared to CNY 176,221.32 million in the same period of 2024[24]. - The total profit for the first three quarters of 2025 is CNY 190,368.16 million, down from CNY 202,701.73 million in 2024, reflecting a decline of 6.1%[24]. - Operating profit for the first three quarters of 2025 is CNY 187,839.11 million, compared to CNY 200,169.45 million in 2024, indicating a decrease of 6.1%[24]. - The company reported a tax expense of CNY 25,423.05 million for the first three quarters of 2025, compared to CNY 26,480.41 million in 2024[24]. - The total comprehensive income for the first three quarters of 2025 is CNY 165,635.38 million, down from CNY 176,475.04 million in 2024, reflecting a decrease of 6.4%[24]. Cash Flow and Assets - The net cash flow from operating activities decreased by 40.66% in the current period, totaling CNY 29,592.28 million[7]. - Cash flow from operating activities for the first three quarters of 2025 is CNY 252,896.62 million, down 35.8% from CNY 394,441.61 million in 2024[27]. - Cash and cash equivalents as of September 30, 2025, were CNY 731,962.03 million, an increase of 20.6% from CNY 606,704.22 million at the end of 2024[19]. - The cash and cash equivalents at the end of the third quarter of 2025 amount to CNY 506,926.28 million, a decrease from CNY 627,464.42 million at the end of the same period in 2024[28]. - Total current assets reached CNY 3,003,817.03 million, a rise of 3.5% compared to CNY 2,901,965.23 million at the end of 2024[20]. - Total liabilities decreased to CNY 1,884,212.52 million as of September 30, 2025, down from CNY 1,995,570.48 million at the end of 2024, a reduction of 5.6%[21]. - Total assets amounted to CNY 4,788,250.10 million, slightly down from CNY 4,823,088.27 million at the end of 2024[22]. Market and Business Development - The company achieved a market contract amount of 37.24 billion RMB in the first three quarters, representing a year-on-year increase of 124.85%[12]. - The overseas business reached 29.34 billion RMB, marking a historical high, with significant contracts including approximately 4 billion USD for the Qatar Bul Hanine EPIC project[12]. - The total order backlog at the end of the reporting period was approximately 59.5 billion RMB, providing strong support for the company's healthy development[12]. - The company completed 75 large-scale engineering projects in the first three quarters, with 22 projects finished[13]. - The steel processing volume for construction business was 257,400 tons, a year-on-year decrease of 27.70%[13]. - The company is focusing on expanding its market presence and enhancing its product offerings through new technologies and strategies[17]. Research and Development - Research and development expenses increased to CNY 78,252.83 million in 2025, up from CNY 64,176.24 million in 2024, reflecting a growth of 22%[23]. - The company has made significant advancements in intelligent welding equipment for marine engineering, marking a key technological breakthrough[17]. Recognition and Achievements - The company was awarded the "Benchmark Enterprise" honor at the 2025 Carbon Peak and Carbon Neutrality Development Conference[15]. - The first set of ultra-deepwater wedge-type subsea pipeline emergency recovery devices was successfully applied, marking a significant breakthrough in marine oil and gas emergency equipment manufacturing[16]. - The Tianjin intelligent manufacturing base, as the first "smart factory" for marine oil and gas equipment manufacturing, passed customs clearance acceptance[16]. - The company has successfully achieved full localization of auxiliary devices for the Huizhou 25-8 oilfield platform, breaking the foreign monopoly on such equipment[16]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 78,886[8]. - The largest shareholder, China National Offshore Oil Corporation, holds 55.39% of the shares[9]. Overall Financial Summary - Total operating revenue for the first three quarters of 2025 was CNY 1,766,113.60 million, a decrease of 13.5% compared to CNY 2,042,601.30 million in the same period of 2024[23]. - Total operating costs for the first three quarters of 2025 were CNY 1,610,926.32 million, down 14.9% from CNY 1,893,482.50 million in 2024[23]. - The company’s cash flow remains abundant, and its capital structure is stable despite a decrease in revenue due to workload impacts[11].

海洋石油工程股份有限公司 信息披露暂缓与豁免管理办法 证券简称：海油工程 公司第八届董事会第十二次会议审议通过并实施 二○二五年十月二十三日 1 证券代码：600583 第一章 总则 第一条 为规范海洋石油工程股份有限公司（以下简称"公司"） 信息披露暂缓与豁免行为，依法合规履行信息披露义务，根据《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司信息披露管 理办法》《上市公司信息披露暂缓与豁免管理规定》《上海证券交易所 股票上市规则》（以下简称"《上市规则》"）等法律法规、规范性 文件和《海洋石油工程股份有限公司章程》（以下简称"公司章程"） 等规定，结合公司实际情况制订本办法。 第二条 公司暂缓、豁免披露临时报告，在定期报告、临时报告 中豁免披露中国证监会和上海证券交易所规定或者要求披露的内容， 适用本办法。 第三条 公司和其他信息披露义务人应当真实、准确、完整、及 时、公平地披露信息，不得滥用暂缓或者豁免披露规避信息披露义务、 误导投资者，不得实施内幕交易、操纵市场等违法行为。 第四条 公司和其他信息披露义务人应当审慎确定信息披露暂缓、 豁免事项，履行内部审核程序后实施。 第五条 公司和其他信息 ...

海油工程10月24日公告，公司于近日与泰国PTTEP公司正式签署Bundled Phases 4 EPCI总包项目井口平 台及海管新建工作包合同，该项目按照长协模式执行，业主通过订单逐年确认2027-2029年海上交付的 井口平台及海管工作量，由公司承担设计、采购、建造、海上运输安装及调试总承包工作，预计合同金 额约为8亿美元。 ...

证券代码：600583 证券简称：海油工程 编号：临 2025-034 海洋石油工程股份有限公司 自愿披露关于海外项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 特别提示： 1 证券代码：600583 证券简称：海油工程 编号：临 2025-034 1、项目的重大风险及不确定性：在项目履行过程中，受外部宏 观环境重大变化、国家有关政策变化以及其他不可预见或不可抗力等 因素，将可能影响项目的履行情况。 2、对上市公司的影响：本项目如顺利实施，将对公司未来业绩 和市场形象产生积极影响，对公司当年损益的影响情况需以审计机构 年度审计确认后的结果为准。 一、项目基本情况 海洋石油工程股份有限公司（以下简称"公司"）于近日与泰国 PTTEP 公司正式签署 Bundled Phases 4 EPCI 总包项目井口平台及海 管新建工作包合同，该项目按照长协模式执行，业主通过订单逐年确 认2027-2029年海上交付的井口平台及海管工作量，由公司承担设计、 采购、建造、海上运输安装及调试总承包工作，预计合同金额约为 8 亿美元。 ...