本报告期归属于上市公司股东的净利润和扣除非经常性损益后的净利润同比亏损增加，主要原因为： (1)连续油管业务原有市场工作量总体减少，公司队伍工作量不饱满，向疆外油气富集区拓展市场。由 于开工不足收入下降，同时远程调遣、异地运营成本增加。(2)因原业主方开发方案调整、钻井工作量 暂停，钻井队伍2025年转移到新的市场区块施工，遭遇井下复杂情况增多，施工成本增加。(3)公司实 施专业化整合、将工程建设相关业务重组整合到子公司，开展新项目、人工成本增加、费用增加。(4) 修井业务受设备老化、施工作业能力下降影响，虽然工作量同比增加、经营有所好转，但毛利仍然亏 损。(5)管理费用同比增加，主要系公司启动向特定对象发行股票工作，中介机构工作质量要求提高、 核查工作量增加，进入当期的费用同比增加。 格隆汇1月29日丨准油股份(002207.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为亏损3,700万元–4,300万元，上年同期亏损1,573.54万元；扣除非经常性损益后的净利润为亏损3,900 万元–4,500万元，上年同期亏损1,698.26万元。 ...

Core Viewpoint - The company expects a decline in revenue and an increase in net loss for the fiscal year 2025 compared to the previous year, primarily due to reduced market activity and increased operational costs [1] Revenue Expectations - The company anticipates achieving an operating revenue of 330 million to 360 million yuan in 2025, compared to 342 million yuan in the same period last year [1] Net Profit Forecast - The projected net loss attributable to shareholders for 2025 is estimated to be between 37 million and 43 million yuan, a significant increase from the net loss of 15.7354 million yuan in the previous year [1] Reasons for Increased Loss - The increase in loss is attributed to several factors: - A general decrease in workload for the coiled tubing business, leading to underutilization of the workforce and a need to expand into new markets outside of Xinjiang [1] - Insufficient operational activity resulting in decreased revenue, alongside increased costs from remote dispatch and operations in different locations [1] - Adjustments in development plans by original owners and a pause in drilling activities, necessitating the transfer of drilling teams to new market blocks, which has led to more complex underground conditions and higher construction costs [1] - The company is undergoing professional integration and restructuring of engineering-related businesses into subsidiaries, which has resulted in increased labor and operational costs [1] - The workover business is affected by aging equipment and declining operational capacity, leading to a situation where, despite an increase in workload and some operational improvement, gross profit remains negative [1] - Management expenses have risen year-on-year, primarily due to the initiation of a specific stock issuance process, which has increased the quality requirements for intermediary work and the volume of verification tasks [1]

Core Viewpoint - The company expects a net loss of 37 million to 43 million yuan for the year 2025, compared to a loss of 15.7354 million yuan in the same period last year [1] Financial Performance - Projected operating revenue for 2025 is estimated to be between 330 million to 360 million yuan, slightly down from 342 million yuan in the previous year [1] Reasons for Performance Decline - The anticipated loss is primarily due to a decrease in workload in the coiled tubing business, leading to underutilization of the workforce and a need to expand into oil and gas-rich areas outside the region [1] - Insufficient operational activity has resulted in decreased revenue, while costs associated with remote dispatch and operations in different locations have increased [1]

2026年1月29日，贝肯能源（sz002828）触及涨停，涨停价14.56元，涨幅9.97%，总市值29.26亿元，流 通市值28.18亿元，截止发稿，总成交额8.80亿元。 根据喜娜AI异动分析，贝肯能源涨停原因可能如下，定向增发+业务拓展+国际形势： 1、贝肯能源本次 定向增发融资计划利好大于利空，综合评分6.5分。募集3.48亿元资金可显著改善现金流，降低资产负债 率5 - 8个百分点，减少1.55亿元到期债务，优化资本结构，增强财务稳健性，为股价上涨提供基本面支 撑。 2、增发资金将支持公司在西南、新疆、山西等核心区域业务拓展，新控股股东陈东作为前高管熟 悉业务，有利于战略延续性，助力公司持续发展。国际形势上，委内瑞拉和伊朗石油来源地动荡，中加 关系回暖，公司在加拿大有业务，具备先入优势，为未来业绩增长带来想象空间。 3、从行业来看，东 方财富数据显示，近期油气服务板块受油价波动、地缘政治等因素影响活跃度提升，板块内多只个股表 现活跃，贝肯能源作为国内领先的油气资源开发综合服务商，受行业氛围带动股价涨停。 4、技术面 上，同花顺资金流向显示，29日该股超大单资金大幅净流入，机构资金对其加仓明显。同时 ...

1月28日，恒生指数走势强劲，盘中创4年多新高，截至港股收盘，恒生指数涨2.58%，报27826.91点， 创4年多新高，恒生科技指数涨2.53%，报5900.16点，有色金属、石油、半导体板块领涨。中国石化油 服涨约15%，赤峰黄金涨约11%，山东黄金涨约9%，中铝国际涨约8%，泡泡玛特涨约7%。鸣鸣很忙上 市首日收涨69.06%。 半导体板块上涨，华虹半导体涨超7%，中芯国际涨超3%。继存储芯片大幅涨价后，已有模拟芯片公司 开始对部分产品进行涨价。公开资料显示，从2025年底起，德州仪器、ADI等国际模拟公司开始对部分 产品陆续启动涨价，涨价品类对应的下游应用领域主要为AI服务器、汽车电子等。值得一提的是，德 州仪器最新给出的强劲展望，凸显模拟芯片订单回升。 券商观点： 国金策略：跨市场比较来看，港股红利依旧具备性价比 国金策略认为在AI投资宏观风险较低、降息周期下全球制造业景气度向上的背景下，会有更多行业的 景气度出现改善，投资者可能还是会更加关注增长率而非股息率。因此在红利策略内部，行业选择上可 以更多地向基本面要弹性。跨市场比较来看，港股红利依旧具备性价比，但对于个人投资者而言考虑到 红利税之后可能 ...

通源石油2025年三季报显示，前三季度公司主营收入8.6亿元，同比下降0.82%；归母净利润5622.24万 元，同比上升16.84%；扣非净利润3053.86万元，同比下降28.94%；其中2025年第三季度，公司单季度 主营收入3.08亿元，同比下降2.31%；单季度归母净利润1758.87万元，同比上升31.16%；单季度扣非净 利润1696.77万元，同比上升31.74%；负债率27.74%，投资收益153.19万元，财务费用284.04万元，毛利 率25.04%。通源石油（300164）主营业务：为石油、天然气勘探与开发提供技术支持和技术服务。 证券之星消息，截至2026年1月28日收盘，通源石油(300164)报收于11.03元，上涨20.02%，换手率 45.93%，成交量267.86万手，成交额27.61亿元。 1月28日的资金流向数据方面，主力资金净流入8483.75万元，占总成交额3.07%，游资资金净流出 7331.87万元，占总成交额2.66%，散户资金净流出1151.88万元，占总成交额0.42%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 资金流向名词解释：指通过 ...

米勒称，对哈利伯顿在委内瑞拉的巨大市场机遇感到兴奋，公司可在数周内完成部署。受该消息影响， 哈利伯顿在纽约股市股价一度上涨5.4%，创下17个月以来的新高。 中化新网讯 近日，哈利伯顿首席执行官杰夫·米勒表示，一旦获得美国政府批准并落实相关付款保障措 施，公司已准备好迅速重启在委内瑞拉的业务。 米勒表示，作为全球油气服务巨头，哈利伯顿北美业务此前受美国页岩油行业增长放缓影响显著，而委 内瑞拉拥有高产油气田，若重启当地业务，将有效抵消本土市场需求疲软的影响，为公司带来新的增长 动力。 米勒同时指出，拉丁美洲地区将成为今年油气服务行业国际增长的主要驱动力，巴西、阿根廷、厄瓜多 尔和圭亚那等国均蕴含重要机遇。财务数据显示，哈利伯顿第四季度调整后每股收益为69美分，较分析 师预期高出15美分，国际业务的活跃表现有效抵消了北美市场放缓的影响。 ...

证券日报网讯1月27日，贝肯能源（002828）在互动平台回答投资者提问时表示，公司将始终坚持稳健 经营策略，持续提升核心竞争力与抗风险能力，认真研究包括加拿大市场在内的各类发展机遇，在确保 风险可控的前提下积极把握市场机会，努力以更优异的经营业绩回报广大投资者的信任与支持。 ...

Group 1 - The core point of the article highlights that southbound funds have reduced their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 1.21 million shares, with a total net reduction of 1.176 million shares over the last five trading days [1] - Over the past 20 trading days, there have been 11 days of net increases in southbound fund holdings, totaling 4.464 million shares [1] - As of now, southbound funds hold 287 million shares of Sinopec Kantons, representing 11.53% of the company's total issued ordinary shares [1] Group 2 - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related investment holding activities [1] - The company operates through two segments: the crude oil terminal and storage services segment, which provides crude oil transportation, unloading, storage, and other tanker terminal services; and the ship leasing and transportation services segment, which focuses on providing ship leasing services for liquefied natural gas transportation [1]

消息面上，海外天然气价格近期持续大涨。纽约商业交易所(NYMEX)上市的天然气期货继昨日大涨 29%后，今日再涨超12%，最新价报5.506美元/百万英热。本周以来4个交易日，美国天然气期货已累计 上涨超过70%。中信期货表示，美国天然气价格连续大幅拉升，取暖油需求也将环比走高，短期需要关 注极寒天气席卷美国对油气市场带来的影响。 中石化油服（600871）(01033)涨超6%，截至发稿，涨6.41%，报0.83港元，成交额1.85亿港元。 ...