原油及其衍生品
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油气设备最新8大核心龙头股分析,一文了解清楚
Xin Lang Cai Jing· 2026-02-24 11:07
Industry Overview - Oil and gas equipment plays a crucial role in the exploration, production, transportation, storage, and processing of petroleum and natural gas resources [1][35]. Company Performance 中油工程 (China Oil Engineering) - Main business revenue reached 21.242 billion yuan, a year-on-year increase of 12.84% [3][37]. - Gross margin is 7.42%, net margin is 0.27%, and net profit attributable to shareholders is 53.2571 million yuan, down 49.19% year-on-year [5][39]. 中曼石油 (Zhongman Petroleum) - Main business revenue is 1.003 billion yuan, a year-on-year decrease of 11.44% [6][42]. - Net profit is 153 million yuan, with a year-on-year decline of 36.38%, and gross margin is 45.8% [6][44]. 准油股份 (Zhunyou Co., Ltd.) - Main business revenue is 91.7559 million yuan, with a year-on-year decrease of 20.2% [11][47]. - Net profit is -12.9405 million yuan, a significant decline of 983.39% year-on-year, and gross margin is -2.37% [12][49]. 惠博普 (HBP) - Main business revenue is 729 million yuan, a year-on-year increase of 115.5% [15][51]. - Gross margin is 6.29%, net margin is -4.76%, and net profit is -33.8646 million yuan, up 68.47% year-on-year [17][53]. 贝肯能源 (Beiken Energy) - Main business revenue is 282 million yuan, a year-on-year increase of 19.1% [19][55]. - Net profit is 15.193 million yuan, with a year-on-year growth of 8.73%, and gross margin is 19.01% [21][57]. 新锦动力 (Xinjindongli) - Main business revenue is 191 million yuan, a year-on-year increase of 279.13% [23][59]. - Net profit is 53.3474 million yuan, with a year-on-year growth of 247.12%, and gross margin is 35.96% [25][61]. 通源石油 (Tongyuan Petroleum) - Main business revenue is 308 million yuan, a year-on-year decrease of 2.31% [27][63]. - Net profit is 17.5887 million yuan, with a year-on-year growth of 31.16%, and gross margin is 25.47% [29][65]. 潜能恒信 (Qian Neng Heng Xin) - Main business revenue is 196 million yuan, achieving a year-on-year growth of 63.54% [31][67]. - Net profit is 9.618 million yuan, with a year-on-year growth of 181.36%, and gross margin is 36.52% [33][69].
中曼石油股价涨5.07%,天弘基金旗下1只基金重仓,持有1.9万股浮盈赚取3.06万元
Xin Lang Ji Jin· 2026-02-10 05:10
Group 1 - Zhongman Petroleum and Natural Gas Group Co., Ltd. is located in Shanghai and was established on June 13, 2003, with its listing date on November 17, 2017 [1] - The company's main business includes exploration and development, oilfield engineering, and petroleum equipment manufacturing, with revenue composition as follows: crude oil and derivatives 54.70%, drilling engineering services 38.43%, sales and leasing of drilling rigs and accessories 5.97%, others 0.66%, and trading of petroleum and products, and petroleum pipes 0.24% [1] Group 2 - Tianhong Fund has one fund heavily invested in Zhongman Petroleum, specifically Tianhong Multi-Select One-Year Holding Mixed A (019130), which reduced its holdings by 27,800 shares in the fourth quarter, now holding 19,000 shares, representing 0.78% of the fund's net value [2] - The fund was established on September 26, 2023, with a latest scale of 19.21 million, and has year-to-date returns of 2.9%, ranking 5868 out of 8880 in its category, with a one-year return of 8.34%, ranking 6568 out of 8127, and a cumulative return since inception of 16.03% [2] Group 3 - The fund manager of Tianhong Multi-Select One-Year Holding Mixed A is Du Guang, who has a cumulative tenure of 6 years and 90 days, with total fund assets of 29.494 billion, achieving the best fund return of 62.48% and the worst return of 0.17% during his tenure [3]
中曼石油跌停,万家基金旗下1只基金重仓,持有3.64万股浮亏损失12.63万元
Xin Lang Cai Jing· 2026-02-02 01:45
2月2日,中曼石油跌停,截至发稿,报31.22元/股,成交7285.81万元,换手率0.50%,总市值144.34亿 元。 从基金十大重仓股角度 数据显示,万家基金旗下1只基金重仓中曼石油。万家瑞益A(001635)四季度持有股数3.64万股,占基 金净值比例为0.52%,位居第十大重仓股。根据测算,今日浮亏损失约12.63万元。 万家瑞益A(001635)成立日期2015年12月7日,最新规模478.6万。今年以来收益0.95%,同类排名 7708/9000;近一年收益5.55%,同类排名7213/8193;成立以来收益64.74%。 万家瑞益A(001635)基金经理为孟祥娟。 资料显示,中曼石油天然气集团股份有限公司位于上海市浦东新区江山路3998号,成立日期2003年6月 13日,上市日期2017年11月17日,公司主营业务涉及涵盖勘探开发、油服工程、石油装备制造,。主营 业务收入构成为:原油及其衍生品54.70%,钻井工程服务38.43%,钻机及配件销售和租赁5.97%,其他 (补充)0.66%,石油及制品、石油管材贸易0.24%。 截至发稿,孟祥娟累计任职时间2年173天,现任基金资产总规模1.6 ...
中曼石油涨2.15%,成交额1.51亿元,主力资金净流入117.54万元
Xin Lang Zheng Quan· 2026-01-08 05:10
Core Viewpoint - Zhongman Petroleum's stock has shown mixed performance recently, with a slight increase year-to-date but a decline over the past five trading days. The company is involved in various oil and gas services and has seen a decrease in revenue and net profit year-on-year [1][2]. Group 1: Stock Performance - As of January 8, Zhongman Petroleum's stock price increased by 2.15% to 23.26 CNY per share, with a trading volume of 151 million CNY and a turnover rate of 1.43%, resulting in a total market capitalization of 10.754 billion CNY [1]. - Year-to-date, the stock price has risen by 0.91%, but it has decreased by 1.02% over the last five trading days. In the last 20 days, the stock has increased by 6.21%, and over the last 60 days, it has risen by 16.36% [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongman Petroleum reported a revenue of 2.985 billion CNY, reflecting a year-on-year decrease of 2.18%. The net profit attributable to shareholders was 453 million CNY, down 32.18% compared to the previous year [2]. - The company has distributed a total of 979 million CNY in dividends since its A-share listing, with 771 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Zhongman Petroleum had 30,100 shareholders, a decrease of 32.03% from the previous period. The average number of circulating shares per shareholder increased by 47.13% to 15,360 shares [2]. - Among the top ten circulating shareholders, Dazhong New Industry Mixed A (090018) is the third-largest, holding 11.2634 million shares, an increase of 4.4124 million shares from the previous period. New entrants include Dazhong Industry Trend Mixed A (010826) and Dazhong Ruijing Flexible Allocation Mixed A (001300) [3].
中曼石油涨2.04%,成交额4.58亿元,主力资金净流入1062.27万元
Xin Lang Zheng Quan· 2026-01-05 06:29
Group 1 - The core viewpoint of the news is that Zhongman Petroleum has shown a positive stock performance with a 2.04% increase on January 5, 2025, and a significant rise over the past trading days [1][2] - As of January 5, 2025, Zhongman Petroleum's stock price is reported at 23.52 yuan per share, with a total market capitalization of 10.874 billion yuan [1] - The company has experienced a stock price increase of 5.80% over the last five trading days, 8.89% over the last twenty days, and 21.74% over the last sixty days [2] Group 2 - Zhongman Petroleum's main business segments include crude oil and its derivatives (54.70%), drilling engineering services (38.43%), and sales and leasing of drilling rigs and accessories (5.97%) [2] - As of September 30, 2025, Zhongman Petroleum reported a total revenue of 2.985 billion yuan, a year-on-year decrease of 2.18%, and a net profit attributable to shareholders of 453 million yuan, down 32.18% year-on-year [2] - The company has distributed a total of 979 million yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [3] Group 3 - As of September 30, 2025, the number of shareholders in Zhongman Petroleum is 30,100, a decrease of 32.03% from the previous period, while the average circulating shares per person increased by 47.13% to 15,360 shares [2] - Notable institutional holdings include Dazhong New Industry Mixed A, which is the third-largest shareholder with 11.2634 million shares, and Dazhong Industry Trend Mixed A, which is a new shareholder holding 8.6344 million shares [3]
中曼石油涨2.03%,成交额7907.35万元,主力资金净流入75.55万元
Xin Lang Cai Jing· 2025-11-18 02:10
Core Viewpoint - Zhongman Petroleum's stock has shown significant growth this year, with a 30.41% increase year-to-date and a notable rise in recent trading days, indicating strong market interest and potential investment opportunities [1][2]. Company Overview - Zhongman Petroleum and Natural Gas Group Co., Ltd. is located in Shanghai and was established on June 13, 2003, with its listing date on November 17, 2017. The company specializes in exploration and development, oilfield engineering, and petroleum equipment manufacturing [1]. - The main revenue sources for Zhongman Petroleum are crude oil and its derivatives (54.70%), drilling engineering services (38.43%), and sales and leasing of drilling rigs and accessories (5.97%) [1]. Financial Performance - For the period from January to September 2025, Zhongman Petroleum reported a revenue of 2.985 billion yuan, a year-on-year decrease of 2.18%, and a net profit attributable to shareholders of 453 million yuan, down 32.18% year-on-year [2]. - The company has distributed a total of 979 million yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, Zhongman Petroleum had 30,100 shareholders, a decrease of 32.03% from the previous period, with an average of 15,360 circulating shares per shareholder, an increase of 47.13% [2]. - Notable changes in institutional holdings include an increase in shares held by major funds, with Dazhong New Industry Mixed A becoming the third-largest shareholder, increasing its holdings by 4.4124 million shares [3].
中曼石油涨2.09%,成交额1.34亿元,主力资金净流入836.87万元
Xin Lang Cai Jing· 2025-11-05 02:44
Core Viewpoint - Zhongman Petroleum's stock has shown a significant increase in recent trading sessions, reflecting positive market sentiment and potential growth in the oil and gas sector [1][2]. Group 1: Stock Performance - As of November 5, Zhongman Petroleum's stock price rose by 2.09% to 21.53 CNY per share, with a trading volume of 134 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 9.954 billion CNY [1]. - Year-to-date, Zhongman Petroleum's stock has increased by 14.14%, with a 7.11% rise over the last five trading days, an 11.61% increase over the last 20 days, and a 13.98% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongman Petroleum reported a revenue of 2.985 billion CNY, a year-on-year decrease of 2.18%, and a net profit attributable to shareholders of 453 million CNY, down 32.18% year-on-year [2]. - The company has distributed a total of 979 million CNY in dividends since its A-share listing, with 771 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Zhongman Petroleum had 30,100 shareholders, a decrease of 32.03% from the previous period, with an average of 15,360 circulating shares per shareholder, an increase of 47.13% [2]. - Notable changes in institutional holdings include an increase in shares held by major funds, with Dazhong New Industry Mixed A becoming the third-largest shareholder, increasing its holdings by 4.4124 million shares [3].
中曼石油的前世今生:2025年三季度营收29.85亿行业排名第4,净利润4.7亿远超行业中位数
Xin Lang Cai Jing· 2025-10-30 15:59
Core Viewpoint - Zhongman Petroleum, established in 2003 and listed in 2017, is the first private enterprise in China with its own oil fields, showcasing significant investment value through its comprehensive business operations in exploration, oil service engineering, and petroleum equipment manufacturing [1] Business Performance - In Q3 2025, Zhongman Petroleum achieved a revenue of 2.985 billion yuan, ranking 4th in the industry, with the top competitor, Sinopec Oilfield Service, generating 55.163 billion yuan [2] - The company's net profit for the same period was 470 million yuan, also placing it 4th in the industry, while the industry leader, CNOOC Services, reported a net profit of 3.391 billion yuan [2] Financial Ratios - As of Q3 2025, Zhongman Petroleum's debt-to-asset ratio was 63.51%, higher than the industry average of 60.32% [3] - The gross profit margin stood at 44.60%, significantly above the industry average of 17.03% [3] Executive Compensation - Chairman Li Chundi's salary for 2024 is set at 2.03 million yuan, an increase of 419,500 yuan from 2023 [4] - President Li Shiguang's salary for 2024 is 1.1 million yuan, a decrease of 120,500 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 32.03% to 30,100 [5] - The average number of circulating A-shares held per shareholder increased by 47.13% to 15,400 [5] Growth Outlook - Longjiang Securities noted a 3.29% year-on-year revenue growth in the first half of 2025, but a 29.81% decline in net profit due to falling international oil prices and increased financial costs [5] - The company is expected to see net profits of 740 million yuan, 1.1 billion yuan, and 1.39 billion yuan from 2025 to 2027, maintaining a "buy" rating [5] International Operations - The overseas projects, particularly in the Kazakhstan and Iraq regions, are progressing well, contributing to production increases [6] - The company is actively involved in new projects, including the completion of planning for the Iraq project and successful test drilling in Kazakhstan [6]
中曼石油跌2.03%,成交额1.38亿元,主力资金净流出3103.18万元
Xin Lang Zheng Quan· 2025-10-28 05:45
Core Viewpoint - Zhongman Petroleum's stock price has shown fluctuations, with a recent decline of 2.03% and a year-to-date increase of 4.97%, indicating mixed market sentiment towards the company [1]. Company Overview - Zhongman Petroleum and Natural Gas Group Co., Ltd. is based in Shanghai and was established on June 13, 2003, with its listing date on November 17, 2017. The company specializes in exploration and development, oilfield engineering, and petroleum equipment manufacturing [1]. - The main revenue sources for Zhongman Petroleum are crude oil and its derivatives (54.70%), drilling engineering services (38.43%), and sales and leasing of drilling rigs and accessories (5.97%) [1]. Financial Performance - For the first half of 2025, Zhongman Petroleum reported a revenue of 1.981 billion yuan, reflecting a year-on-year growth of 3.29%. However, the net profit attributable to shareholders decreased by 29.81% to 300 million yuan [2]. - The company has distributed a total of 979 million yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Zhongman Petroleum had 44,300 shareholders, an increase of 32.16% from the previous period. The average number of circulating shares per shareholder decreased by 24.33% to 10,440 shares [2]. - Among the top ten circulating shareholders, Dazhong New锐产业混合A (090018) is the fifth largest with 6.851 million shares, while Hong Kong Central Clearing Limited is the eighth largest with 4.395 million shares, having decreased its holdings by 787,200 shares [3].
中曼石油涨2.13%,成交额3.09亿元,主力资金净流出1300.01万元
Xin Lang Cai Jing· 2025-10-22 05:29
Core Viewpoint - Zhongman Petroleum's stock price has shown a positive trend with an increase of 8.12% year-to-date, indicating a growing interest in the company within the oil and gas sector [2]. Group 1: Stock Performance - As of October 22, Zhongman Petroleum's stock rose by 2.13%, reaching 20.61 CNY per share, with a trading volume of 3.09 billion CNY and a turnover rate of 3.29%, resulting in a total market capitalization of 95.29 billion CNY [1]. - The stock has increased by 3.67% over the last five trading days, 5.48% over the last 20 days, and 7.49% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Zhongman Petroleum reported a revenue of 1.981 billion CNY, reflecting a year-on-year growth of 3.29%, while the net profit attributable to shareholders was 300 million CNY, showing a decline of 29.81% compared to the previous year [2]. - The company has distributed a total of 979 million CNY in dividends since its A-share listing, with 810 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Zhongman Petroleum had 44,300 shareholders, an increase of 32.16% from the previous period, with an average of 10,440 circulating shares per shareholder, a decrease of 24.33% [2]. - Among the top ten circulating shareholders, Dazhong New锐产业混合A holds 6.851 million shares, while Hong Kong Central Clearing Limited has reduced its holdings by 787,200 shares [3].