Core Viewpoint - The recent announcement by Haimer Technology (Group) Co., Ltd. indicates a significant change in control, with the transfer of shares and voting rights to Fan Zhonghua, marking the third attempt at a change of control since 2020 [1][8][14]. Share Transfer and Voting Rights - On June 13, 2025, Haimer Technology received a share transfer agreement where the controlling shareholder, Shandong New Journey Energy Co., Ltd., will transfer 20,000,000 shares (3.92% of total shares) to Fan Zhonghua, while the actual controller, Su Zhancai, will transfer 1,064,150 shares (0.21%), and shareholder Dou Jianwen will transfer 4,460,850 shares (0.87%), totaling 25,525,000 shares (5.00%) at a price of 7.9 yuan per share, amounting to 201,647,500 yuan [2][3][14]. - Following this transfer, Fan Zhonghua will hold 28.02% of the voting rights, changing the controlling shareholder from Shandong New Journey to Fan Zhonghua and the actual controller from Su Zhancai to Fan Zhonghua [3][4]. Financial Performance - In 2024, Haimer Technology reported a revenue of 599,825,845.99 yuan, a decrease of 19.36% year-on-year, and a net loss attributable to shareholders of -228,434,241.24 yuan, a decline of 802.49% [5][6]. - The company’s cash flow from operating activities also decreased by 37.64% to 98,666,246.84 yuan [6]. - For the first quarter of 2025, the company achieved a revenue of 7,768,153.62 yuan, an increase of 18.66% year-on-year, but still reported a net loss of -1,857,790.15 yuan, a 12.26% improvement compared to the previous year [7]. Control Change History - This control change is the third attempt since 2020, with previous attempts including a failed transfer to Gansu Guokai Investment Co., Ltd. in 2020 and a transfer to Shandong New Journey in early 2023 [8][10][12].

除中曼石油外，中国石油集团工程股份有限公司(以下简称"中油工程（600339）")也于6月14日发布公 告称，公司全资子公司中国石油工程建设有限公司近日与TotalEnergies就伊拉克阿塔维油田气体处理厂 项目签署EPSCC承包合同，合同金额16.01亿美元(约115.38亿元人民币)。 而在此前的6月6日，中油工程发布公告表示，所属全资子公司中国石油管道局工程有限公司收到业主 TotalEnergies发来的伊拉克阿塔维油田天然气中游管网EPSCC项目授标函，建设起始于马季努恩油田和 西古尔纳二油田至拉塔维新建气处理厂，预计合同额约2.94亿美元(约21.22亿元人民币)。 此外，据《中国石油报》消息，6月16日，第二届中国-中亚产业与投资合作论坛在哈萨克斯坦首都阿斯 塔纳举行。会上，中国石油天然气集团有限公司(以下简称"中国石油")与哈方签署了关于奇姆肯特炼厂 扩建项目的框架协议、关于组建合资公司开展阿克托别天然气制尿素项目建设的框架协议、关于支持北 1区块合作及深化油气领域合作的协议。根据协议，中国石油将与哈方扩大在天然气勘探开发、炼油化 工等领域的合作，深入推进在哈能源业务高质量发展。 6月18日 ...

潜能恒信（300191）公告，公司海外全资公司智慧石油投资有限公司通过参与中国海洋石油集团有限公 司组织的对外合作招标，取得了中国渤海9/17区块勘探开发权益。2019年4月12日智慧石油与中国海油 （600938）签订了为期30年的产品分成合同。合同区勘探作业所需的全部勘探费用由智慧石油提供，如 9/17区块内有商业油气发现，智慧石油享有最少49%的开采权益，生产期为15年。渤海9/17合同区自勘 探工作启动以来，开展了大量地球物理、综合地质研究及含油气评价工作，在四个勘探层系已先后钻探 了6口探井，均获得油气发现。为尽快落实奥陶系碳酸盐岩潜山QK18-9构造含油气储量规模，智慧石油 已完成QK18-9-6井的井位部署论证、钻井地质设计、钻井工程设计、海况调查、相关海上钻探作业许 可手续办理、钻前生产组织等钻前准备工作，预计QK18-9-6井于2025年6月20日启动拖航作业。钻井总 包服务商为中海油田服务股份有限公司，钻井配套服务公司为中海艾普油气测试(天津)有限公司。 QK18-9-6井钻井及配套费用预计不超过1600万美元。 ...

伊朗与以色列冲突进入第六天，国际油价继续攀升。 美东时间周二（6月17日）收盘，美油、布油均收涨超4%。 | 今开:0.20 | 最高:0.89 | 成交量：3579.90万 | 52周最高:0.78 | | --- | --- | --- | --- | | 昨收:0.18 | 最低 : 0.20 | 成交额：2325.42万 市值：4.08亿 | 52周最低 : 0.06 | 资料显示，吉星新能源是一家总部位于加拿大的石油和天然气勘探开发公司。公司重点布局天然气业务，同时也涉足原油、液化天然气和冷凝液的生产。 公司拥有两个核心区域——阿尔伯塔省山麓（Basing、Voyager）和和平河（Dawson）地区的石油和天然气许可证。其中，Basing地区贡献了公司约90%的收 入。 今日港股低价油气股持续活跃，其中，吉星新能源一度暴涨370%，最终收涨343.18%，报0.78港元，成交额2325.42万港元。 净利润方面，自2013年以来，除了2014年实现盈利，其他年份均陷入亏损。2023年和2024年净亏损都超过2000万加元。 | 截止日期 | | 2024-12-31 | 2023-12-31 | ...

中曼石油（603619）公告，公司成功中标获得阿尔及利亚Zerafa II天然气区块的勘探开发权。Zerafa II 区块位于阿尔及利亚中部，面积为38697.73平方公里，为产品分成合同(PSC)项目。公司将尽快与阿尔 及利亚能源与矿业部(ALNAFT)开展下一步的合同谈判工作。具体投资金额等细节尚不能确定，公司会 根据项目后续进展及时履行信息披露义务。 ...

卡塔尔能源公司：在阿尔及利亚获得勘探许可证。 ...

| | 吉星新能源[03395] 2025-06-18 12:00 | | | | | 5PMA = | 10PMA = 20PMA = 30PMA = | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.914 | | | | | | | | | | | 0.797 | | | | | | | | | | | 0.680 | | | | | | | | | | | 0.563 | | | | | | | | | | | 0.446 | | | | | | | | | | | 0.329 | | | | | | | | | | | 0.212 | | | | | | | | | | | 0.095 | | | | | | | | | | | -0.022 | | | | | | | | | | | 2536万 | 成交軍:23549000 | | | | | | | | | | 1902万 | | | | | | | | | | | 1268万 | | | | | | | | | | | 634万 | | | | | ...

Talos Energy (TALO) Update Summary Company Overview - **Company**: Talos Energy (TALO) - **Industry**: Offshore Exploration and Production (E&P) Key Points and Arguments Corporate Strategy and Vision - Talos aims to become a leading pure play offshore E&P company, capitalizing on the anticipated shift in the E&P landscape towards offshore energy production [5][10] - The company has a strong foundation with high-margin oil-weighted production, a stable asset base, and proven technical capabilities [6][9] Financial Strength and Performance - Talos has low leverage with a leverage ratio of 0.8 times, $960 million in liquidity, and no public debt maturities until 2029, providing significant financial flexibility [15][18] - The company generated free cash flow and aims to return up to 50% of its annual free cash flow to shareholders, primarily through share buybacks [17][68] Operational Efficiency and Cost Management - Talos plans to achieve $100 million in cash flow savings by the end of 2026 through improvements in capital efficiency, margin enhancement, and operational excellence [23][47] - The company successfully reduced lease operating expenses from approximately $12 to $4 per barrel, a 60% decrease, contributing to one of the highest EBITDA per barrel margins in the E&P sector [13][14] Growth Strategy - Talos focuses on organic growth through high-margin projects and disciplined evaluation of bolt-on acquisitions, primarily in the Gulf of America [21][28] - The company is actively participating in lease sales and exploring joint ventures to enhance its asset base and operational efficiency [27][28] Market Trends and Competitive Advantages - Talos believes offshore production will play a larger role in meeting global energy demands, especially as onshore basins face depletion issues [31][32] - The company’s deepwater expertise and operational efficiencies provide competitive advantages over diversified majors [32][33] Future Outlook - Talos is committed to continuous improvement and aims to enhance production longevity through disciplined capital allocation and strategic investments [39][40] - The company is exploring opportunities in other conventional basins while maintaining a strong focus on its core operations in the Gulf of America [60][61] Additional Important Content - Talos emphasizes a culture of safety, innovation, and continuous improvement, which is crucial for its operational success [4][5] - The management team is focused on maintaining a balance between returning capital to shareholders and investing in growth opportunities [68][99] - The company is open to both corporate and asset-level deals for inorganic growth, evaluating each opportunity based on its potential to enhance key financial metrics [103][104]

6月13日，A股三大指数震荡调整，全市场超4400只个股下跌。市场热点聚焦在油气、贵金属、核污染防治、军工板块。 个股方面，今日共57股涨停，连板股总数8只，11股封板未遂，封板率为84%（不含ST股、退市股）。焦点股方面，北矿科技晋级5连板，成为新的市场高度板。稳定币概念尾盘拉升，元隆雅图 | 代码 | 名称 | 价格 | 涨跌 | 米唱↓ | 换手% 几天几板12 ... | FV. Z 20 | 成交量 | 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300157 | 新锦动力 | 4.72 | +0.79 | +20.10% | 26.21% 自板涨停 | 8.2517. | 184.6万 | 油气装备+能视 | | 300581 | 晨曦航空 | 15.82 | +2.64 | +20.03% | 22.53% 首板涨停 | 18.19 7. | 124.0万 | 航空装备+军] | | 300645 | 正元智慧 | 18.46 | +3.08 | +20.03% | 29.83% 自板 得 | 7.46 7. ...

新华社记者戴小河 夏日的塔克拉玛干沙漠，一台台我国自主研发的宽频可控震源正叩击着大地。振动器激发的地震波直达 万米深层，布设在地面的6万道采集节点仪器同步接收来自地下万米的"回音"。 这些信号经过处理，转化为图像，成为破解油气奥秘的"密码"，构成了石油勘探者的科技创新图谱。中 国石油集团物探首席专家张少华创立的"两宽一高"地震勘探技术体系，不断打造我国超深层油气的"勘 探慧眼"。 勘探禁区里的技术突围 针对我国特有的地表复杂及"强挤压、多期改造"地质特征，张少华团队创新"充分、均匀、对称"的高密 度空间采样新理念，突破了传统采样认知的局限。借助这一理念和技术突破，在复杂构造区得到高信噪 比、高分辨率和高保真的地震成像结果，一点点识破地球深处"肌理"。 走进塔里木盆地，一座座"刀片山"在烈日下泛着白光。"这里年均风沙天数超180天，是公认的世界级油 气勘探禁区。"张少华说，但数亿年的地质演化，使其地下蕴藏着丰富的油气资源，吸引地质工作者前 赴后继。 1991年，25岁的张少华研究生毕业后走进这片勘探禁区，从事库车山前带勘探研究。 "现场勘探难度超出想象。"回忆起库车山前带地表山高谷深的情景，张少华历历在目，"那 ...