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【光大研究每日速递】20250823
光大证券研究· 2025-08-23 00:06
特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【中油工程(600339.SH)】毛利率承压25H1业绩小幅下滑,海外市场开拓稳步推进——2025年半年报点评 2025H1公司实现营业总收入363亿元,同比+12.2%,实现归母净利润4.7亿元,同比-10.9%。预计公 司25-27年归母净利润分别为7.38、8.25、9.29亿元,公司背靠中国石油集团资源优势,"一带一路"背 景下石化行业对外合作进一步加深,公司有望持续受益。 (赵乃迪/蔡嘉豪/王礼沫)2025-08-22 您可点击今日推送内容的第1条查看 【许继电气(000400.SZ)】直流业务实现高增,持续突破国际市场——2025年半年报点评 公司25H1营收同比-5.68%至64.47亿元,归母净利润同比+0.96%至6.34亿元。我国 ...
中石化首个石油工程中试平台基础设计通过审查
Qi Lu Wan Bao· 2025-08-10 21:31
Core Viewpoint - The recent approval of the foundation design for the Sinopec oil engineering pilot platform marks a significant step towards establishing a world-class testing facility for oil engineering technologies [1] Group 1: Project Overview - The pilot platform is a key project for Sinopec and Shandong Province, aimed at creating a comprehensive testing facility for new technologies in oil engineering [1] - Once completed, the platform will be the first fully functional oil engineering testing verification platform in China, capable of evaluating reliability, adaptability, and maturity under full-scale and full-condition testing [1] Group 2: Design and Innovation - The design team focused on pilot testing needs, integrating innovative, open, smart, green concepts into the project [1] - The construction goal is to create a world-class oil engineering pilot platform characterized by completeness, distinctiveness, openness, intelligence, and low carbon emissions [1] - The design incorporates modern technological park concepts with traditional Chinese courtyard design, ensuring high-quality engineering design progress [1] Group 3: Operational Efficiency - The design emphasizes experimental processes, optimizing spatial layout and flow design, and enhancing ventilation, lighting, and temperature control systems [1] - Strict adherence to noise control standards has been implemented to ensure safety and significantly improve operational efficiency [1]
中原石油工程:“神秘配方”让钻井液高温不“罢工”
Zhong Guo Hua Gong Bao· 2025-08-04 06:05
近日,在中原石油工程公司钻井工程技术研究院油田化学研究所实验室内,该院钻井液工艺专家苏雪霞 正带领技术人员,对新研发的多功能长效聚合物处理剂的降滤失、抗温、抗压等性能进行测试。苏雪霞 手持一袋米白色小颗粒状样品介绍道:"只需在钻井液里加入一定比例的这种'神秘配方',就能让钻井 液在220℃的高温下依然保持稳定的流动性。" 历时2年,由该院自主研制的一种基于"悬挂基团"概念的多功能长效聚合物处理剂取得突破性进展。实 验数据显示,该处理剂在高温、高盐、高密度等极端条件下表现优异,不仅降低了钻井液滤失量,还提 升了钻井液的稳定性和抗污染能力,为深井、超深井及页岩气水平井的高效开发提供强有力的技术支 撑。该项成果在第二十一届全国钻井液完井液技术交流研讨会上获一等奖。 实验室数据显示,新型处理剂能耐220℃高温,在饱和盐水中浸泡后性能依然稳定。更值得一提的是, 它集增黏、提切、降低中压滤失量、高温高压滤失量等多项功能于一身。"过去需要十几种处理剂才能 解决的问题,现在两三种就能搞定。"苏雪霞形象地比喻道,"就像以前出门要带钱包、钥匙包、卡包, 现在一个手机全解决了。" 这款新型处理剂效果出众,能把原本需10余种搭配使用 ...
工程师红利,注入新动能
Core Viewpoint - The demand for high-quality engineering talent in China is rapidly increasing due to the development of advanced manufacturing and strategic emerging industries, with the "Excellent Engineer" program being a key initiative to cultivate such talent [1][2][6]. Group 1: Employment and Education Reform - The first cohort of graduates from the Excellent Engineer program achieved a high-quality employment rate, with 71% remaining in their field [2]. - The program aims to innovate the training mechanism for engineers, moving beyond traditional education models to establish new standards in global engineering education [2][5]. - The initiative is part of a broader strategy to align educational outcomes with national strategic needs, emphasizing the importance of practical experience in engineering education [6][15]. Group 2: Collaboration Between Academia and Industry - A total of 40 National Excellent Engineer Colleges have been established in collaboration with top universities and leading enterprises, including Tsinghua University and China Aerospace Science and Industry Corporation [3]. - The program emphasizes a dual mentorship model where students receive guidance from both academic and industry mentors, ensuring that their research aligns with real-world applications [9][10]. - Companies like China Electronics Technology Group and China National Petroleum Corporation are actively involved in the training process, providing students with access to cutting-edge projects and research opportunities [12][14]. Group 3: Future Directions and Standards - The Ministry of Education plans to expand the Excellent Engineer training model to all engineering master's and doctoral programs by 2030, aiming for over half of these institutions to establish their own Excellent Engineer Colleges [16][18]. - A new certification standard for the Excellent Engineer program is set to be released, which will focus on integrating education and industry needs, thereby enhancing the quality of talent development [17][18]. - The initiative seeks to fill a gap in international engineering education standards, particularly for master's and doctoral levels, positioning China as a leader in this area [17][18].
教育部:卓越工程师首批毕业生有67人以实践成果申请学位
Zhong Guo Xin Wen Wang· 2025-07-16 04:24
Group 1 - The core viewpoint of the article highlights the positive progress made in the reform of the training of outstanding engineers in China, with over 2,100 master's graduates from the first batch applying for degrees based on practical achievements [1][2] - The Ministry of Education has identified issues in engineering education, such as weak faculty strength and a disconnect between research tasks and engineering capability training, prompting a reform initiative involving nine departments [1] - The new evaluation standards for engineering master's and doctoral degrees will allow practical achievements to be considered alongside traditional thesis work, effective from January 2025, breaking the "thesis-only" evaluation barrier [1][2] Group 2 - Zhang Baichuan, a graduate from China University of Petroleum (Beijing), exemplifies the success of the practical achievement-based degree application process, having contributed to industry standards and published research [2] - The Ministry of Education plans to deepen the reform by releasing the "Outstanding Engineer Training Certification Standards" in September, aiming to enhance the integration of education and industry [2]
中油工程:子公司中标道达尔能源21.22亿元伊拉克项目
news flash· 2025-07-03 08:44
Core Viewpoint - The company has signed an EPSCC contract worth $294 million (approximately 2.12 billion RMB) with TotalEnergies for the midstream gas pipeline project in Iraq's Atawi oil field, which is expected to positively impact the company's revenue and profit over the next 3-4 years [1] Group 1 - The contract duration is set for 33 months to reach trial operation conditions, 36 months for temporary acceptance, and 38 months for submission of completion documents, followed by a 24-month warranty period [1] - This project is a significant part of TotalEnergies' integrated gas growth initiative (GGIP project), aimed at enhancing Iraq's electricity supply capacity through the development of natural resources [1] - Successful implementation of the contract is anticipated to have a positive effect on the company's future operating income and total profit [1]
他们是甲方最信赖的施工队伍——记中国石化华北石油工程科威特项目SP158队
Zhong Guo Hua Gong Bao· 2025-07-01 02:18
Core Insights - The SP158 team of Sinopec has achieved a significant milestone by being awarded the "15 Years of Accident-Free Safety" honor by Kuwait Oil Company (KOC), marking a record for Sinopec in Kuwait and making SP158 the first drilling team in KOC's history to receive this accolade [1] Group 1: Safety Achievements - SP158 team has maintained a continuous safe production record of 5,485 days and completed 130 wells, ranking among the top teams out of 130 at KOC [1] - The team has been recognized for its safety management practices, which include innovative safety mechanisms and a strong safety culture [4][6] Group 2: Technical Collaboration - SP158 has become KOC's preferred partner for technical innovation, successfully completing high-risk projects such as the RA104 well and the SA-861 well, setting records for safety and efficiency [2] - The team has implemented new technologies and processes, creating a closed-loop collaboration model that emphasizes safety and technical problem-solving [2] Group 3: Talent Development - SP158 is recognized as a "drilling safety training school," having trained numerous foreign drilling engineers and developed key technical personnel for both Sinopec and KOC [3] - The team fosters a strong learning and mutual support culture, which is highly valued by KOC [3] Group 4: Management Innovations - The team has introduced a dual mechanism of "Safety Micro Groups" and overseas safety inspections, creating a comprehensive management system for daily safety oversight [4] - Employee engagement in safety reporting has increased, with over 1,200 suggestions collected, leading to the development of standardized operating procedures [4] Group 5: Cultural Cohesion - SP158 promotes a "family culture" that bridges cultural differences among its diverse workforce, enhancing trust and collaboration [6] - The team integrates safety awareness into family life, encouraging employees to share their family connections and safety commitments [5][6]
既要金山银山,又要碧海蓝天
Qi Lu Wan Bao· 2025-06-24 21:26
Core Viewpoint - The company emphasizes green drilling practices while achieving significant economic benefits, showcasing a commitment to both environmental protection and operational efficiency [1][2]. Group 1: Economic Performance - The newly launched three wells at the Shengli Oil Engineering Company have achieved an initial daily oil production exceeding 100 tons, resulting in good economic returns [1]. - The company reported a drilling footage of 1.8642 million meters, exceeding the scheduled progress by 6.43%, with a year-on-year increase of 177,100 meters in the first five months [2]. Group 2: Environmental Initiatives - The company has established a carbon asset management platform and developed a carbon footprint model, filling a gap in the carbon footprint standard system for the oil and gas drilling industry [2]. - The company has implemented a "zero waste" initiative, retiring old drilling platforms and high-energy-consuming rigs, while promoting the use of automated and electrified drilling equipment [2]. - The company has committed to environmental promises, ensuring no gas emissions, noise disturbances, water discharge, or oil spills during operations [2]. Group 3: Green Development Strategies - The company has initiated a comprehensive green low-carbon work implementation plan, focusing on reducing carbon emissions and enhancing green development [1]. - The company is advancing projects in geothermal power generation, natural gas hydrate development, and in-situ combustion power generation from deep coal seams [3]. - A one-stop material supply system has been established to create an automated green supply chain, including the transportation of 100,000 tons of fracturing sand and 100,000 bags of chemicals [3].
胜利井下作业公司压裂技术取得新突破
Qi Lu Wan Bao Wang· 2025-06-14 01:09
Core Viewpoint - The successful application of self-suspending sand fracturing technology marks a significant advancement in efficient and environmentally friendly fracturing techniques for the company [1][3]. Group 1: Technology and Innovation - The self-suspending sand fracturing technology was tested in the Yi 81 and Zhuang 80 well groups, achieving a 100% success rate in five wells and seven segments of fracturing operations [1]. - This technology differs from conventional fracturing methods by utilizing a unique proppant design that allows for better sand suspension and flow, addressing common challenges such as sand blockage and uneven distribution [1]. - The technology's effectiveness was further validated in the commercial application at the Shang 541-Oblique 25 well, which resulted in a significant increase in average daily oil production [2]. Group 2: Research and Development - The company has established a comprehensive research framework that includes material modification, process optimization, and on-site adaptation to support the self-suspending sand fracturing technology [2]. - Prior to the application, the technical team conducted in-depth analyses of geological conditions and reservoir characteristics to develop precise fracturing plans [2]. - Extensive laboratory evaluations were performed to optimize the properties of the self-suspending sand, leading to the formulation of the most effective fracturing fluid and operational parameters for the project [2]. Group 3: Operational Efficiency - The successful implementation of the self-suspending sand fracturing technology exemplifies the company's integrated operational model, which combines geological analysis, design, construction organization, and material optimization [3]. - The on-site technical team effectively monitored and adjusted the sand ratio during operations, achieving over 35% conventional proppant sand ratio and an 80% reduction in resistance, resulting in a highly efficient fracturing process [2].
新型电力系统建设持续推进,央企现代能源ETF(561790)盘中飘红
Xin Lang Cai Jing· 2025-06-06 02:08
Core Viewpoint - The recent notification from the National Energy Administration aims to promote the construction of a new power system through seven key directions, which is expected to improve the consumption situation of renewable energy and benefit leading national renewable energy generation companies [2][3]. Group 1: Market Performance - As of June 6, 2025, the China Securities National New State-Owned Enterprises Modern Energy Index (932037) increased by 0.19%, with notable gains from Yunnan Copper (000878) at 1.61% and China Power Construction (601669) at 1.48% [1]. - The National State-Owned Enterprises Modern Energy ETF (561790) rose by 0.28%, with a recent price of 1.06 yuan, and has accumulated a 1.93% increase over the past month [1]. Group 2: Policy Impact - The notification outlines seven focus areas for pilot projects, including grid-structured technology, system-friendly renewable power plants, smart microgrids, and virtual power plants, which are expected to catalyze advancements in the energy sector [2]. - The emphasis on clean and efficient transformation of coal power units is anticipated to stimulate demand for zero-carbon and low-carbon fuels, aiding the successful transition of coal power and enhancing profitability and valuation [2][3]. Group 3: ETF Performance Metrics - The China Securities National New State-Owned Enterprises Modern Energy ETF has recorded a maximum monthly return of 10.03% since its inception, with an average monthly return of 3.17% and a historical one-year profit probability of 76.10% [3]. - As of June 5, 2025, the ETF's maximum drawdown this year was 7.91%, with a management fee of 0.50% and a custody fee of 0.10%, making it one of the lowest in its category [3]. Group 4: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the index accounted for 51.1%, with Changjiang Electric (600900) leading at 10.48% [4][5].