Group 1 - The core viewpoint of the report is that Haiyou Development (600968.SH) is rated as a "buy" due to its continuous improvement in core technology and high-end equipment supply capabilities in the oil and gas production sector [2] - The company is diversifying its efforts in low-carbon environmental protection and digitalization, indicating a multi-faceted growth strategy [2] - The sale of cold energy business and assets is aimed at optimizing resource allocation, which is a positive move for the company's financial health [2] Group 2 - The report highlights potential risks including fluctuations in upstream oil and gas prices, increased market competition, and lower-than-expected demand for oil and gas by-products [2] - Other risks mentioned include the possibility of safety incidents and insufficient insurance coverage, as well as delays in domestic oil and gas reserve increases and production [2] - Extreme weather conditions could also impact the company's normal operations, presenting an additional risk factor [2]

Core Viewpoint - The report highlights that CNOOC Development (海油发展) achieved expected performance in H1 2025, with growth in low-carbon and digitalization sectors, and maintains a "buy" rating for the stock [1][4]. Financial Performance - In H1 2025, the company reported revenue of 22.597 billion yuan, a year-on-year increase of 4.46%, and a net profit attributable to shareholders of 1.829 billion yuan, up 13.15% [1]. - For Q2 2025, revenue reached 12.522 billion yuan, reflecting a 0.78% increase, while net profit was 1.235 billion yuan, growing by 10.75% [1]. - Basic earnings per share (EPS) for H1 2025 was 0.18 yuan, an increase of 13.21% year-on-year [1]. Sector Performance - The energy technology service sector generated revenue of 7.993 billion yuan in H1 2025, up 2.79% year-on-year [1]. - The company saw a 16.11% increase in the workload of downhole tools and a 3.24% increase in artificial lifting services [1]. - The low-carbon and digitalization sectors achieved revenue of 3.870 billion yuan, a growth of 11.17% year-on-year [2]. Strategic Initiatives - The company is actively exploring the integration of oil and gas with renewable energy, successfully delivering high-speed wind power operation vessels [2]. - The company plans to sell its stakes in several gas companies and related assets to optimize resource allocation, with a total transfer price of 370 million yuan [3]. Profit Forecast and Valuation - The profit forecast for the company is maintained at 4.126 billion yuan for 2025, 4.659 billion yuan for 2026, and 5.232 billion yuan for 2027, with corresponding EPS of 0.41, 0.46, and 0.51 yuan [4]. - The price-to-earnings (PE) ratios are projected at 9.7, 8.6, and 7.7 for the respective years [4].

融券方面，当日融券卖出0.17万股，净买入30.44万股。 最近三个交易日，13日-15日，海油发展分别获融资买入2.69亿元、0.84亿元、0.42亿元。 8月15日，沪深两融数据显示，海油发展获融资买入额0.42亿元，居两市第576位，当日融资偿还额1.50 亿元，净卖出10744.47万元。 ...

Major Events - Tianyue Advanced (02631) plans to globally offer 47.7457 million H-shares from August 11 to August 14 [1] - Hengrui Medicine (01276) has its injection drugs listed in the proposed breakthrough treatment varieties public notice [1] - Shoucheng Holdings (00697) invests in Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT [1] - Boyaa Interactive (00434) is included in the MSCI Global Small Cap Index [1] Financial Performance - Yum China (09987) reports a net profit of $507 million, an increase of 1.6% year-on-year [1] - Master Kong Holdings (00322) announces a profit attributable to shareholders of 2.271 billion yuan, up 20.5% year-on-year [1] - Q Tech (01478) reports a profit of 308 million yuan, a significant increase of 167.59% year-on-year [1] - Hang Wan Technology (01523) announces a net profit of approximately $21.665 million, up about 13.4% year-on-year, with a dividend of 12.34 HK cents per share [1] - Ruipu Lanjun (00666) reports a gross profit of approximately 829 million yuan, a year-on-year growth of 177.8% [1] - Kingdee International (00268) sees a revenue increase of 11.24% to 3.192 billion yuan, with strong growth in cloud business [1] - Yuyuan Group (00551) reports a profit attributable to shareholders of $171 million, a decrease of 7.2% year-on-year [1] - Boyaa Interactive (00434) reports a profit attributable to shareholders of 226 million HKD, down 27.8% year-on-year [1] - Chongqing Machinery and Electric (02722) expects a net profit attributable to shareholders to increase by about 50% year-on-year [1] - Anton Oilfield Services (03337) anticipates a significant profit increase of 41.6% to 60.5% year-on-year [1] - Sany International (00631) expects a net profit of approximately 1.234 billion to 1.332 billion yuan, an increase of 25% to 35% year-on-year [1] - Datang Renewable (01798) reports a cumulative power generation of approximately 21.3563 million MWh in the first seven months, an increase of 11.75% year-on-year [1] - China Jinmao (00817) reports a cumulative contracted sales amount of 61.807 billion yuan in the first seven months, up 23.12% year-on-year [1] - New Town Development (01030) reports a cumulative contract sales amount of approximately 11.99 billion yuan in the first seven months, down 55.66% year-on-year [1] - Dongfeng Motor Group (00489) reports automobile sales of approximately 978,500 units in the first seven months, a decrease of about 8.9% year-on-year [1] - Hopson Development Holdings (00754) reports a total contracted sales amount of approximately 9.047 billion yuan in the first seven months, down 12.49% year-on-year [1] - Yuyuan Group (00551) reports a net operating income of approximately $667.5 million in July, a year-on-year decrease of 1.9% [1]

Trading Information Summary - On August 1, CNOOC Services (601808) closed at 13.8 yuan, down 0.86%, with a turnover rate of 0.29% and a trading volume of 84,600 shares, amounting to 117 million yuan [1] - The net outflow of main funds was 3.1787 million yuan, accounting for 2.72% of the total trading volume, while the net inflow of speculative funds was 11.1586 million yuan, accounting for 9.55% of the total trading volume [1][3] - Retail investors experienced a net outflow of 7.9798 million yuan, representing 6.83% of the total trading volume [1] Company Announcement Summary - CNOOC Services announced a guarantee for its wholly-owned subsidiary COSL Middle East FZE, with a guarantee amount of 98 million USD, within the previously estimated limit, and without counter-guarantee [1] - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amounted to 44.144 billion yuan, which is 99.4% of the company's most recent audited net assets [1] - The guarantee agreement is effective from July 31, 2025, to July 30, 2026, and does not involve any collateral or pledge [1][3] - COSL Middle East FZE, the guaranteed party, is a wholly-owned subsidiary of CNOOC Services, established on July 2, 2006, with a registered capital of 1 million dirhams, primarily providing services related to the oil and gas industry [1]

证券代码：002828 证券简称：贝肯能源 贝肯能源控股集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票 方案的论证分析报告 （修订稿） 二〇二五年七月 司证券发行注册管理办法》 贝肯能源控股集团股份有限公司（以下简称"公司"或"上市公司"）是在 深圳证券交易所主板上市的公司。为了满足公司业务发展的需要，进一步增强资 本实力，公司根据《中华人民共和国公司法》 （以下简称"《注册管理办法》"）等相关法律、行政法 规、部门规章及规范性文件的规定，拟向特定对象发行股票募集资金总额不超过 本报告中如无特别说明，相关用语具有与《贝肯能源控股集团股份有限公司 《中华人民共和国证券法》 一、本次发行的背景和目的 《上市公 源体系规划》，强调现代能源产业进入创新升级期，围绕做好"双碳"工作，能 源系统面临全新变革需要，迫切要求进一步增强科技创新引领和战略支撑作用， 全面提高能源产业基础高级化和产业链现代化水平。2022 年 4 月，中华人民共 和国工业和信息化部联合六部门发布《关于"十四五"推动石化化工行业高质量 发展的指导意见》，指出到 2025 年，石化化工行业基本形成自主创新能力强、结 构布局合理、绿色 ...

证券代码：002828 证券简称：贝肯能源 贝肯能源控股集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票 "公司"）2025 年 度向特定对象发行 A 股股票（以下简称"本次向特定对象发行"、"本次发行"） 募集资金总额不超过 353,160,000.00 元（含本数），在扣除发行费用后拟全部用 于补充流动资金及偿还债务。 二、募集资金投资项目的必要性及可行性分析 （一）募集资金使用的必要性 募集资金使用的可行性分析报告 （修订版） 二〇二五年七月 一、本次募集资金使用计划 贝肯能源控股集团股份有限公司（以下简称"贝肯能源"、 公司是国内领先的油气资源开发综合服务商，营业收入来源于钻井工程及技 术服务。由于钻井工程业务的开展需要大量机器设备及专业人员的储备，公司对 流动资金具备较高的需求。同时，公司将进一步围绕油气行业场景探索与新能源 相融合的跨领域业务机会。近年来，受世界经济环境波动影响，能源安全压力加 剧，保障能源安全的重要性逐渐提高。在国家"双碳"战略指引下，《"十四五" 现代能源体系规划》及六部委行业指导意见为能源产业升级指明方向。根据 IEA 预测，2025 年全球天然气市场将持续紧 ...

Group 1 - The core project of Roke Petroleum's headquarters in Chengdu's Xindu District has commenced construction, representing a significant step in the company's strategy for energy security and the development of high-end equipment manufacturing in the region [1][2] - The total investment for the headquarters project is 500 million yuan, covering an area of 35 acres, and will integrate high-end oil and gas well tool research and development, precision manufacturing, comprehensive testing, and engineering technical services [1] - Once completed, the project is expected to become the leading center for downhole completion tool research, production, and testing in the country, filling gaps in the regional industrial chain and promoting the independent and high-end development of products and technologies in this field [1][2] Group 2 - The oil and gas service industry in Xindu District has shown strong growth, attracting over 200 core supporting enterprises, including leading companies like Sinopec Southwest Oil Engineering and PetroChina Chuanqing Drilling [2] - The establishment of Roke Petroleum's headquarters is a key move in Xindu's strategy to become a major growth pole in northern Chengdu, with an anticipated annual output value exceeding 400 million yuan upon completion [2] - The project will enhance the high-end equipment manufacturing industry chain in Xindu and contribute to Chengdu's goal of becoming a national advanced manufacturing base [2]

安东油田服务(03337)发布公告，第二季度，受美国关税政策、地缘政治局势紧张、OPEC+增产等因素 影响，国际油价宽幅震荡。油气上游资本支出整体保持韧性，对于油气开发提效的需求更加关注。全球 能源转型持续推进，天然气持续需求增长。 季度内，本集团聚焦全球油气行业面临的效率挑战，持续迭代优化行业解决方案，推进商业模式变革， 围绕边际油气资源开发、油田管理服务、油田技术服务、天然气利用、AI赋能油气开发业务五大板块 业务，不断强化油气开发与利用提效服务的核心竞争力，通过加快推进全生命周期管理模式落地，融合 全球化战略视野与本地化执行能力，持续助力客户实现油气的高效开发与天然气资源的高效利用，实现 资产价值最大化。 第二季度，本集团新增订单人民币30.12亿元，较去年同期增长14.2%，其中，伊拉克市场新增订单约人 民币18.12亿元，较去年同期增长20.5%;其他海外市场新增订单约人民币2.87亿元，较去年同期增长 69.3%;中国市场新增订单约人民币9.13亿元，较去年同期下降5.4%。 海外市场，伊拉克，本集团于季度内完成一体化油田管理项目订单续签，此外，中标油田运维、连续油 管作业服务、油田数智系统建设、 ...

Core Viewpoint - The major shareholder and actual controller of Beiken Energy, Chen Pinggui, has completed a share reduction plan, selling a total of 6.03 million shares, which accounts for 3% of the company's total share capital [1] Group 1: Share Reduction Details - Chen Pinggui's share reduction plan was announced on March 28, with a timeframe from April 22 to July 21, 2025, during which he intended to reduce his holdings by up to 6,029,628 shares [1] - The reduction was executed in two phases: from April 22 to June 17, 2,009,876 shares were sold at an average price of 8.5736 yuan per share, and from June 6 to July 16, 4,019,752 shares were sold at an average price of 8.8584 yuan per share [1] - The total cash generated from this reduction was approximately 52.84 million yuan, leaving Chen Pinggui with 26,455,372 shares, representing 13.1627% of the company [1] Group 2: Previous Share Reduction - Prior to this, Chen Pinggui had reduced his holdings by 410,000 shares between July 31 and October 30, 2024, at an average price of 8.741 yuan, resulting in approximately 3.58 million yuan in cash [2] Group 3: Company Background and Business - Beiken Energy was established in 2009 and is based in Karamay, listed on the Shenzhen Stock Exchange since December 2016, focusing on integrated engineering services in the oil and gas sector, coal gas extraction, clean coal utilization, and chemical product sales [2] Group 4: Upcoming Share Issuance - Beiken Energy plans to issue up to 54 million shares to its chairman, Chen Dong, aiming to raise no more than 356 million yuan, which will lead to a change in the controlling shareholder from Chen Pinggui to Chen Dong [2] - Post-issuance, Chen Dong's shareholding will increase to 21.18%, while Chen Pinggui's will decrease from 15.17% to 11.95% [2] Group 5: Financial Performance - In Q1 2025, Beiken Energy reported revenue of 141.9 million yuan, a year-on-year decline of 14.81%, and a net profit of 5.023 million yuan, which represents a significant drop compared to previous periods [3] - The company's net profit has shown considerable volatility, with a loss exceeding 300 million yuan in 2022, and fluctuating profits from 2019 to 2024 [3]