石油概念港股涨幅扩大 山东墨龙一度涨超160% 智通财经6月13日电，石油概念港股午后涨幅扩大，山东墨龙(00568.HK)一度涨超160%。截至发稿，山东墨龙涨131%，中石化油 服(01033.HK)涨50%，联合能源集团(00467.HK)涨30%。据央视新闻报道，6月13日以空军对伊朗境内数十个与核计划和其他军事 设施相关的目标发动空袭。随后据环球网报道，沙特媒体哈达斯当地时间13日援引以色列媒体消息报道称，以色列城市特拉维夫 遭袭击。布伦特原油日内盘中一度涨超13%。 ...

Group 1 - Hong Kong oil and gas equipment stocks experienced significant gains in the afternoon trading session [1] - Shandong Molong (00568.HK) surged over 160% at one point and is currently up 120% [1] - Sinopec Oilfield Service (01033.HK) rose nearly 40%, while Daqin Holdings (01921.HK) increased over 14% [1] - CNOOC Services (02883.HK) saw an increase of over 6% [1]

Summary of Key Points Core Viewpoint - The stock of Shandong Molong (山东墨龙) has experienced a significant increase, with a rise of 104.78% to a price of 4.710, indicating strong market interest and volatility [1]. Financial Performance - The stock opened at 2.580 and reached a high of 4.720, with a trading volume of 812 million shares and a total transaction value of 2.925 billion [1]. - The stock's previous closing price was 2.300, showing a substantial increase in value [1]. - The average price during trading was 3.599, with a total market capitalization of 3.758 billion [1]. Market Metrics - The stock exhibited a turnover rate of 317.20%, indicating high trading activity [1]. - The price-to-earnings ratio (TTM) is currently not applicable due to losses, while the price-to-book ratio stands at 6.967 [1]. - The stock has a 52-week high of 7.550 and a low of 0.780, reflecting significant price fluctuations over the year [1]. Trading Dynamics - The stock's trading activity showed a price fluctuation range of 96.96%, highlighting its volatility [1]. - The stock's liquidity is supported by a circulating value of 1.206 billion, with 256 million shares in circulation [1]. - The stock's performance is closely monitored in light of geopolitical events, particularly regarding tensions involving Iran [1].

Group 1 - Shandong Molong (00568.HK) experienced a significant increase of 76.09% [1] - On June 13, airstrikes were conducted by the air force targeting dozens of sites in Iran related to its nuclear program and other military facilities [1] - Following this news, Brent crude oil saw an intraday increase of over 13% [1]

港股山东墨龙(00568.HK)盘中涨超40%，成交额超6亿港元。 ...

Core Viewpoint - Shandong Molong's stock closed at 3.99 yuan on June 10, experiencing a decline of 2.44%, with a latest price-to-book ratio of 6.40 and a total market capitalization of 3.183 billion yuan [1] Financial Performance - In the first quarter of 2025, the company achieved an operating revenue of 291 million yuan, representing a year-on-year increase of 50.51% [1] - The net profit for the same period was 5.4232 million yuan, showing a significant year-on-year decrease of 97.50% [1] - The sales gross margin stood at 9.33% [1] Market Activity - On June 10, Shandong Molong experienced a net outflow of main funds amounting to 4.3629 million yuan, with a total outflow of 9.5596 million yuan over the past five days [1] Company Overview - Shandong Molong specializes in the design, research and development, manufacturing, sales, and export of products required for the energy equipment industry [1] - The company's main products include oil drilling machinery, natural gas transportation equipment, and oil and gas extraction equipment [1] - The company has strong R&D capabilities, having undertaken over 80 national and provincial scientific research projects, and is recognized as a high-tech enterprise and a leading company in China's energy equipment base [1]

Group 1 - The Hang Seng Index closed down 0.79% [1] - The Hang Seng Tech Index fell by 1.56% [1] - Shandong Molong dropped over 8% [1] - Beike fell over 5% [1] - JD Group declined over 4% [1] - SMIC and Hua Hong Semiconductor both fell over 3% [1] - Tencent Music rose over 6% [1]

Major Events - Jin'an Industrial (02292) received a privatization offer from its controlling shareholder at a premium of approximately 30%, with resumption of trading on May 12 [1] - Jingtai Holdings (02228) plans to acquire 90% of Shanghai Siwei Medical for 250 million yuan, aiming to create an AI-enabled remote electrocardiogram diagnosis platform [1] - China Investment and Financing (01226) is in contact with MCHKI to explore several potential corporate activities following unusual stock price movements [1] - Qiu Tai Technology (01478) reported camera module sales of 33.229 million units in April, an increase of 8.4% month-on-month but a decrease of 20.1% year-on-year [1] - Stone Pharmaceutical Group (01093) received approval for clinical trials of SYH2046 in the United States [1] - Fosun Pharma (02196) subsidiary Junji Health obtained FDA approval for drug clinical trials [1] - Rongchang Bio (09995) received approval for the marketing of Aidiqi® for treating HER2-positive advanced breast cancer with liver metastasis in China [1] - Livzon Pharmaceutical (01513) received approval for the marketing of injectable aripiprazole microspheres [1] - GAC Group (02238) reported April automobile production of 108,600 units, a year-on-year decline of 25.74% [2] - China Overseas Development (00688) reported contract property sales of approximately 20.164 billion yuan in April, a year-on-year decrease of 7.5% [2] Share Buybacks/Reductions - China Hongqiao (01378) repurchased 19.667 million shares for 273 million HKD on May 9 [1] - AIA Group (01299) repurchased 1.5 million shares for 92.1915 million HKD on May 9 [1] - Cathay Securities (02611) repurchased 1.6906 million A-shares for 29.3356 million yuan on May 9 [1] - Times Electric (03898) repurchased 610,300 shares for 19.7008 million HKD on May 9 [1] - East Asia Bank (00023) acquired 52.8 million shares from Sumitomo Mitsui Banking Corporation [1] - Shandong Molong (00568) saw shareholder Zhimo Holdings reduce its holdings by 28.81 million H-shares [1] Operating Performance - Longyuan Power (00916) achieved a power generation volume of 6.9064 million MWh in April, a year-on-year increase of 4.85% [2] - New天绿色能源 (00956) reported a power generation volume of 1.4778 million MWh in April, a year-on-year increase of 16.91% [2] - Jianye Real Estate (00832) achieved a total property contract sales amount of 2.71 billion yuan in the first four months, a year-on-year increase of 4.8% [2] - China Overseas Hongyang Group (00081) reported a cumulative contract sales amount of 9.556 billion yuan in the first four months, a year-on-year decrease of 14.1% [2] - Times China Holdings (01233) reported a cumulative contract sales amount of approximately 1.81 billion yuan in the first four months, a year-on-year decrease of 29.87% [2] - Agile Property Holdings (01813) reported a pre-sale amount of 509 million yuan in April, a year-on-year decrease of 47.5% [2] - Greenland Hong Kong (00337) reported contract sales of approximately 880 million yuan in the first four months, a year-on-year decrease of 69.3% [2]

Core Viewpoint - Shandong Molong successfully removed its risk warning and returned to the Hong Kong Stock Connect, leading to a significant stock price surge, but simultaneously faced a substantial share reduction by major shareholders, raising concerns about its financial stability and future performance [1][2][3]. Group 1: Successful "Hat Removal" - Shandong Molong's stock price soared by 200% on the day it was officially delisted from risk warnings, with A-shares hitting the daily limit and H-shares experiencing a significant increase [4][6]. - The company reported a total revenue of 1.356 billion yuan in 2024, a growth of approximately 3% compared to the previous year, while the net loss was significantly reduced by 92.29% to 43.7 million yuan from 567 million yuan in 2023 [6][15]. Group 2: Major Shareholder Reduction - In a span of three days, major shareholders reduced their holdings by approximately 17% of the total share capital, equating to 136 million shares, with the shareholding ratio dropping from 19% to 2.01% [8][10]. - The total amount raised from the share reduction exceeded 600 million Hong Kong dollars, indicating a significant exit by major shareholders [10]. Group 3: Poor Profitability of Core Business - Shandong Molong's main products include oil drilling machinery and equipment, which are directly influenced by the oil and gas industry's performance [12]. - Despite the recovery in the oil and gas sector, Shandong Molong has continued to report losses, with revenues declining from 3.734 billion yuan in 2021 to 1.356 billion yuan in 2024, and net losses increasing from 368 million yuan to 43.7 million yuan during the same period [12][14]. - The reduction in losses in 2024 was primarily due to gains from the sale of subsidiaries, which contributed approximately 260 million yuan to the financial results [14]. Group 4: Future Outlook - For 2025, Shandong Molong aims to enhance market research and adjust product structures to improve competitiveness, while also seeking external financing to stabilize operations and optimize its debt structure [16].

Group 1 - The central bank has established a re-lending program for service consumption and elderly care with a quota of 500 billion yuan, aimed at encouraging financial institutions to increase support for key areas such as accommodation, catering, cultural and entertainment, and education [1] - The People's Bank of China released the first quarter monetary policy execution report, emphasizing reasonable growth in financing and total money supply, implementing a moderately loose monetary policy, and maintaining financial market stability to prevent systemic financial risks [2] - The China Securities Regulatory Commission has issued the 2025 legislative work plan to maintain stable and healthy market development and protect the legitimate rights and interests of small and medium investors [3] Group 2 - The trend of declining deposit rates continues, with high-interest deposits above 3% becoming increasingly rare, as bank deposit rates have fully transitioned to the "1 era" [4] - The national export control coordination mechanism has initiated a special action to combat the smuggling and export of strategic minerals [5] - Longxin Technology's shareholders plan to collectively reduce their holdings by no more than 3% of the company's shares, while Shandong Molong's shareholder Zhimo Holdings has reduced its H-shares by 28.81 million shares [6] - China First Heavy Industries' legal representative and chairman is under investigation for serious violations of discipline and law, while Shandong Zhanggu has seen its investee company Zhanggu Gaofu develop high-end intelligent equipment, including magnetic levitation compressors [6]