公司研究 定增资金募投项目陆续签署合同，深化国际市场开拓 ——中油工程（600339.SH）公告点评 要点 2025 年 9 月 28 日 定增资金将用于本次签署项目，母公司产业链协同助力高质量发展。公司拟向中 国石油集团发行 A 股股票 16.75 亿股，拟认购金额为 59.13 亿元，资金将用于 本次签署的伊拉克、阿联酋项目，两大项目均属于共建"一带一路"重要能源项 目，有利于公司抓住海外资源富集地区加快油气产能释放、加速炼化一体化布局 发展机遇，积累国际项目经验，从而进一步提升公司在全球油气工程领域的知名 度和影响力。此外，定增彰显控股股东对公司支持与信心，助力公司高质量发展， 长期来看，随着募集资金投资项目的实施，公司市场及营收规模将进一步扩大， 盈利能力进一步提升，为公司后续高质量发展提供有力支持。 事件：公司发布两则《关于子公司中标项目签署合同的公告》，公司两项已中标 项目于近期签署合同：（1）阿联酋 LNG 输送管线项目，合同金额 5.13 亿美元， 约 36.88 亿人民币；（2）伊拉克海水管道项目，合同金额 25.24 亿美元，约 180.32 亿人民币。 点评： 项目合同合计金额占公司 2 ...

中东北非工程基建网9月24日消息，近日，中油工程（600339）全资子公司中国石油管道局工程有限公 司（以下简称"管道局工程公司"）与ADNOC Gas就阿联酋阿布扎比天然气公司巴伯油田和布哈萨油田 天然气管线总包项目（以下简称"阿联酋LNG输送管线项目"）签署EPC承包合同。项目建设起始于阿布 扎比HABSHAN油田气体处理厂（RLPP）至RUWAIS工业区液化天然气厂（RLNG），包括长约25.8千 米的56寸天然气管线、154.7千米的52寸天然气管线，以及伴行光缆（主备）、31处非开挖穿越、3座收 发球站和6座阀室。项目合同金额5.13亿美元（以项目授标日汇率折算约36.88亿元人民币），建设工期 36个月完成调试投产，达到临时验收条件，之后进入12 个月质保期。 ...

Group 1 - Company signed an EPC contract worth $513 million (approximately 3.688 billion RMB) with ADNOC Gas for the UAE LNG pipeline project [2][3] - The project has a construction period of 36 months followed by a 12-month warranty period [3] - Successful implementation of the project is expected to positively impact the company's revenue and profit over the next 3-4 years [3] Group 2 - Company has recently secured multiple large contracts in the Middle East, including a $2.524 billion (approximately 18.032 billion RMB) contract for the Iraq seawater pipeline project [4] - As of June 2025, the company's contract liabilities reached 35.15 billion RMB, showing consistent growth over the past three years [4] - Revenue from overseas markets accounted for 28.83% of the company's total income in the first half of 2025 [4]

Core Viewpoint - The company announced its semi-annual profit distribution plan for 2025, detailing a cash dividend of 0.0130 yuan per share, totaling approximately 72.58 million yuan for all shareholders [2][3]. Distribution Plan - The distribution is based on a total share capital of 5,583,147,471 shares, with a cash dividend of 0.0130 yuan per share (before tax) [3]. - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the record date [3]. Relevant Dates - The company held its annual general meeting on June 19, 2025, to approve the profit distribution plan, which was subsequently authorized by the board on August 21, 2025 [2]. Taxation Details - Individual shareholders holding shares for over one year are exempt from personal income tax on dividends, while those holding for one year or less will have taxes deducted upon sale of shares [6]. - For qualified foreign institutional investors (QFIIs), a 10% withholding tax applies, resulting in a net dividend of 0.0117 yuan per share [7]. Contract Signing Announcement - The company’s subsidiary signed an EPC contract worth 513 million USD (approximately 3.688 billion yuan) with ADNOC Gas for a gas pipeline project in the UAE [12][15]. - The project has a construction period of 36 months, followed by a 12-month warranty period [18]. Impact on Company Performance - The contract is expected to positively influence the company's revenue and profit over the next 3-4 years, although it will not significantly impact the current year's financials [12][20]. Guarantee Situation - In August 2025, the company and its subsidiaries executed 34 guarantees totaling approximately 2.78 million yuan, all of which were credit guarantees [23][26]. - The total guarantee balance as of August 31, 2025, was approximately 45.49 billion yuan, representing 171.57% of the company's audited net assets as of December 31, 2024 [24][26].

Core Viewpoint - China National Petroleum Engineering Company (中油工程) has signed an EPC contract worth $513 million (approximately 3.688 billion RMB) with ADNOC Gas for the UAE LNG pipeline project, which is expected to positively impact the company's revenue and profit over the next 3-4 years [1] Group 1 - The contract is for the construction of natural gas pipelines for the Bab and Bu Hasa oil fields in Abu Dhabi [1] - The construction period is set for 36 months, followed by a 12-month warranty period [1] - The contract is not expected to have a significant impact on the company's performance for the current year [1]

格隆汇9月21日丨中油工程(600339.SH)公布，公司全资子公司中国石油管道局工程有限公司（简称"管 道局工程公司"）近日与 ADNOC Gas Operations & Marketing L.L.C.（简称"ADNOC Gas"）就阿拉伯联 合酋长国阿布扎比天然气公司巴伯油田和布哈萨油田天然气管线总包项目（简称"阿联酋 LNG 输送管线 项目"）签署EPC承包合同，合同金额5.13亿美元（以项目授标日汇率折算约36.88亿元人民币）。 ...

Core Viewpoint - China National Petroleum Engineering Co., Ltd. (CNOOC) has signed an EPC contract worth $513 million (approximately 3.688 billion RMB) with ADNOC Gas for the UAE LNG pipeline project, which is expected to positively impact the company's revenue and profit over the next 3-4 years [1] Group 1 - The contract is for the construction of natural gas pipelines for the Bab and Bu Hasa oil fields in Abu Dhabi [1] - The construction period is set for 36 months, followed by a 12-month warranty period [1] - The contract's execution will not significantly impact the company's total assets, net assets, or net profit for the current year [1] Group 2 - The long-term nature of the contract is anticipated to contribute positively to the company's operating income and total profit in the coming years [1]

中油工程(600339.SH)公告称，公司全资子公司管道局工程公司与ADNOCGas就阿联酋阿布扎比天然气 公司巴伯油田和布哈萨油田天然气管线总包项目签署EPC承包合同，合同金额5.13亿美元（约36.88亿元 人民币）。合同履行期限为建设工期36个月完成调试投产，之后进入12个月质保期。该合同对公司本年 度业绩不构成重大影响，但预计将对未来3-4年的营业收入和利润总额产生积极影响。 ...

合同履行期限：建设工期36个月完成调试投产，达到临时验收条件，之后进入12个月质保期。该合同履 行对公司本年度的资产总额、净资产和净利润等不构成重大影响。由于合同履行期较长，该合同实施后 将对公司未来3-4年的营业收入和利润总额产生一定积极影响。 中油工程（600339）(600339.SH)发布公告，公司全资子公司中国石油管道局工程有限公司(简称"管道局 工程公司")近日与ADNOC Gas Operations&Marketing L.L.C.(简称"ADNOC Gas")就阿拉伯联合酋长国阿 布扎比天然气公司巴伯油田和布哈萨油田天然气管线总包项目(简称"阿联酋LNG输送管线项目")签署 EPC承包合同，合同金额5.13亿美元(以项目授标日汇率折算约36.88亿元人民币)。 ...

格隆汇9月21日丨中油工程(600339.SH)公布，公司全资子公司中国石油管道局工程有限公司（简称"管 道局工程公司"）近日与 ADNOC Gas Operations & Marketing L.L.C.（简称"ADNOC Gas"）就阿拉伯联 合酋长国阿布扎比天然气公司巴伯油田和布哈萨油田天然气管线总包项目（简称"阿联酋 LNG 输送管线 项目"）签署EPC承包合同，合同金额5.13亿美元（以项目授标日汇率折算约36.88亿元人民币）。 ...