证券代码：600583 证券简称：海油工程 公告编号：临2025-037 海洋石油工程股份有限公司关于 全资子公司为全资孙公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提 供的担保余 | | 是否在前 | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期预计额 | 是否有反 | | | | | 额（不含本次 担保金额） | | 度内 | 担保 | | 海油工程国际有限公 司泰国公司（以下简 | 3.2 | 亿美元，约 | | 0 | 不适用 | 否 | | | 22.65 | 亿人民币 | | | | | | 称"泰国公司"） | | | | | | | 累计担保情况 | 对外担保逾期的累计金额 | 0 | | | --- | --- | --- | | 截至本公告日上市公司及其控股 | 14.22 | 亿美元 | | 子公司对外担保总额 ...

证券代码：600583 证券简称：海油工程 公告编号：2025-038 海洋石油工程股份有限公司 关于与中海石油财务有限责任公司续签《金融服务协 议》暨关联交易的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次交易简要内容 交易限额 | 每日最高存款余额 | | | | | | 100000 | 万元 | | --- | --- | --- | --- | --- | --- | --- | --- | | 每日最高贷款余额 | | | | | | 130000 | 万元 | | | 自 2026 年 1 年度股东会通过新《金融 | 月 | 1 | 日至 | 2025 | | | | 协议有效期 | 服务框架协议》生效之日止，且最迟不晚于 2026 | | | | | | 年 6 | | | 月 30 日 | | | | | | | | | 在符合中国法律法规规定的情况下，参照商业银行相 | | | | | | | | 存款利率范围 | 同性质及期限的存款利率，并经双方协商同意，可在 | | ...

海洋石油工程股份有限公司关于 对中海石油财务有限责任公司风险持续评估报告的 公告 证券代码：600583 证券简称：海油工程 公告编号：2025-039 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、财务公司基本情况 （一）财务公司基本信息 中海石油财务有限责任公司（以下简称"海油财务"）于 2002 年 5 月 13 日由中国人民银行批准开业，2002 年 6 月 14 日完成工商 登记。 法定中文名称：中海石油财务有限责任公司 注册资本：40 亿元 法定代表人：杨楠 金融许可证机构编码：L0007H211000002 统一社会信用代码：91110000710929818Y 机构地址：北京市东城区东直门外小街 6 号海油大厦 经营范围：涵盖国家金融监督管理总局允许财务公司开展的各项 业务，包括：1)吸收成员单位存款；2)办理成员单位贷款；3)办理成 员单位票据贴现；4)办理成员单位资金结算与收付；5)提供成员单位 委托贷款、债券承销、非融资性保函、财务顾问、信用鉴证及咨询代 理业务；6)从事同业拆借；7)办理 ...

证券代码：600583 证券简称：海油工程 公告编号：2025-042 海洋石油工程股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2026年第一次临时股东会 召开的日期时间：2026 年 1 月 6 日 14 点 30 分 召开地点：天津港保税区海滨十五路 199 号海油工程 A 座办公楼会议室 (五) 网络投票的系统、起止日期和投票时间。 股东会召开日期：2026年1月6日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 6 日 至2026 年 1 月 6 日 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 无 二、 会议审议事项 本次股东会审议议案及投票股东类型 | 序号 | 议案名称 | 投票 ...

证券代码：600583 证券简称：海油工程 公告编号：临 2025-036 海洋石油工程股份有限公司 第八届董事会第十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 海洋石油工程股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日 以电子邮件送出方式向全体董事发出了《关于召开第八届董事会第十三次 会议的通知》。2025 年 12 月 18 日，公司以现场结合视频会议方式召开 了第八届董事会第十三次会议，会议由公司董事长王章领先生主持。 本次会议应出席董事 6 人，实际出席董事 6 人。公司部分高级管理人 员列席了本次会议，会议的召开符合法律、法规、规章及《海洋石油工程 股份有限公司章程》的规定。 二、董事会会议审议情况 与会董事一致审议通过如下议案： （一）以 6 票同意、0 票反对、0 票弃权审议通过《关于公司 2026 年度经营预算的议案》。 本议案已经公司 2025 年第五次董事会审计委员会审议通过。 （二）以 6 票同意、0 票反对、0 票弃权审议通过《关于全资子 ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, indicating a favorable investment environment [2]. Core Insights - Three major institutions have raised their oil demand forecasts, with the EIA predicting a global crude oil surplus of 2.24 million barrels per day for the current year [4][17]. - The EIA has kept its 2025-2026 crude oil price forecasts unchanged at $69 and $55 per barrel, respectively, while raising its natural gas price forecasts for the same years [5][11]. - The report highlights a tightening supply-demand balance in the downstream polyester sector, with expectations of improved market conditions [19]. Summary by Sections Demand Forecasts - IEA expects global oil demand to increase by 830,000 barrels per day in 2025 and 860,000 barrels per day in 2026, driven by positive macroeconomic and trade outlooks [11][12]. - OPEC forecasts a demand growth of 1.3 million barrels per day in 2025 and 1.4 million barrels per day in 2026 [12][58]. - EIA anticipates a rise in global oil and other liquid fuel consumption by 1.14 million barrels per day in 2025 and 1.23 million barrels per day in 2026 [12][17]. Supply Forecasts - EIA has raised its global oil supply forecast for the current year by 200,000 barrels per day, while IEA has lowered its forecast by 100,000 barrels per day [14][17]. - EIA projects a global oil production increase of 3.01 million barrels per day in 2025 and 1.25 million barrels per day in 2026 [15][17]. - OPEC anticipates a growth in non-OPEC oil supply of 1 million barrels per day in 2025, primarily from the U.S., Brazil, Canada, and Argentina [58]. Upstream Sector - Brent crude oil prices have decreased, with the latest closing price at $61.12 per barrel, reflecting a 4.13% week-on-week decline [27]. - The report notes a slight increase in U.S. oil rig counts, with 548 rigs reported as of December 12, 2025 [40]. Downstream Sector - The report indicates an improvement in refining margins, with the Singapore refining margin rising to $19.82 per barrel [4]. - Polyester sector profitability is mixed, with PTA prices declining while polyester filament prices are on the rise [19]. Investment Recommendations - The report recommends high-quality companies in the polyester sector, such as Tongkun Co. and Wankai New Materials, as well as major refining companies like Hengli Petrochemical and Rongsheng Petrochemical [19][22]. - It also suggests focusing on high-dividend yield companies like China Petroleum and China National Offshore Oil Corporation [22].

Investment Rating - The report maintains a "Positive" outlook on the petrochemical industry, particularly highlighting the resilience of polyester filament in the off-season [3]. Core Insights - The demand for polyester filament has remained strong, with downstream textile operating rates reaching a high of 69.45% in early November and maintaining around 90% for polyester filament production [4][5]. - Inventory levels for polyester filament and downstream fabrics are relatively low, indicating a healthy supply-demand balance [7][8]. - Profitability for polyester filament has improved significantly since September, with expectations for further profit increases in Q4 [9][10]. Summary by Sections Polyester Filament Sector - Polyester filament has entered a demand peak since September, with downstream textile operating rates consistently high, peaking at 69.45% [4][5]. - As of December 5, the operating rate for polyester filament was 90.15%, indicating strong production levels [4][5]. - Inventory levels for polyester filament (POY/FDY/DTY) are at 16.3/21.2/24.3 days, remaining low compared to the annual average [7][8]. Upstream Sector - Brent crude oil prices increased to $63.75 per barrel, reflecting a 0.87% rise from the previous week [18]. - The number of active oil rigs in the U.S. increased to 549, indicating a slight uptick in drilling activity [29]. Refining Sector - The comprehensive price spread for major refined products in Singapore decreased to $19.06 per barrel, down by $0.57 from the previous week [54]. - Domestic refining margins are expected to improve as oil prices stabilize [51]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester filament sector, such as Tongkun Co., and bottle-grade PET producers like Wankai New Materials [12]. - It also suggests monitoring large refining companies like Hengli Petrochemical and Rongsheng Petrochemical due to expected improvements in cost structures [12]. - For upstream exploration and production, companies like CNOOC and offshore oil service firms are highlighted for their potential performance improvements [12].

Investment Rating - The report maintains a "Positive" investment rating for the oil processing industry, consistent with the previous rating [1]. Core Insights - International oil prices experienced slight fluctuations due to geopolitical factors, with Brent and WTI prices reaching $63.75 and $60.08 per barrel, respectively, as of December 5, 2025 [2][9]. - The report highlights an increase in U.S. crude oil production to 13.815 million barrels per day, with active drilling rigs rising to 413 [40]. - The refining capacity utilization in the U.S. increased to 94.10%, indicating strong demand for crude oil processing [51]. - The report identifies key companies in the sector, including China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [3]. Summary by Sections Oil Price Review - As of December 5, 2025, Brent crude futures settled at $63.75 per barrel, up $1.37 (+2.20%) from the previous week, while WTI crude futures rose to $60.08 per barrel, an increase of $1.53 (+2.61%) [26]. Offshore Drilling Services - The number of global offshore self-elevating drilling platforms increased to 368, with a net addition of 2 platforms, while floating drilling platforms rose to 130 [29]. Crude Oil Supply - U.S. crude oil production reached 13.815 million barrels per day, with a slight increase of 0.1 million barrels per day from the previous week [40]. Crude Oil Demand - U.S. refinery crude oil processing volume increased to 16.876 million barrels per day, with a utilization rate of 94.10% [51]. Crude Oil Inventory - As of November 28, 2025, total U.S. crude oil inventories stood at 839 million barrels, reflecting a weekly increase of 824,000 barrels (+0.10%) [60]. Refined Oil Prices - In the North American market, as of December 5, 2025, average prices for diesel, gasoline, and jet fuel were $97.93, $77.61, and $87.74 per barrel, respectively [82].

Group 1 - The core transaction involved China Oilfield Services Limited (海油工程), with a total of 848,000 shares traded on December 4, resulting in a transaction value of 4.7403 million yuan [1][2] - The transaction accounted for 3.25% of the total trading volume on that day, with the transaction price remaining stable at 5.59 yuan, equal to the market closing price [1][2]

Core Insights - The National Petroleum and Natural Gas Index (399439) has seen an increase of 0.78% as of December 4, 2025, with significant gains in constituent stocks such as Dazhong Public Utilities (600635) up 5.22% and Hengtong Co., Ltd. (603223) up 4.47% [1] Group 1: Market Performance - The oil and gas ETF (159697) rose by 0.86%, with the latest price reported at 1.17 yuan [1] - The index reflects the price changes of publicly listed companies related to the oil and gas industry in the Shanghai and Shenzhen stock exchanges [1] Group 2: Supply and Demand Analysis - According to Tianfeng Securities, if OPEC resumes production increases in Q2 2026, the global supply increment is expected to be 1.93 million barrels per day, which is an increase of 930,000 barrels per day compared to the surplus in 2025 [1] - If OPEC does not resume production throughout 2026, the expected global supply increment would be 1.65 million barrels per day, an increase of 650,000 barrels per day compared to the surplus in 2025 [1] Group 3: Key Constituents - As of November 28, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China National Petroleum (601857), Sinopec (600028), and China National Offshore Oil (600938), collectively accounting for 65.78% of the index [2]