Group 1 - Shandong Molong (002490) shares rose over 9% in the afternoon, currently up 8.12% at 4.13 HKD, with a trading volume of 239 million HKD [1] - Geopolitical risks in the Middle East are impacting oil and gas stocks, with the U.S. State Department issuing a security warning regarding Iran [1] - The U.S. government is urging citizens to leave Iran and prepare for self-reliant exit plans due to heightened security measures in the country [1] Group 2 - Ongoing nuclear negotiations between Iran and the U.S. are scheduled to take place in Oman, indicating potential developments in the geopolitical landscape [1]

Core Viewpoint - Shandong Molong (00568) experienced a significant stock price increase, rising over 9% at one point and closing up 8.12% at HKD 4.13, with a trading volume of HKD 239 million, amid heightened geopolitical risks in the Middle East affecting oil and gas stocks [1]. Group 1: Company Performance - Shandong Molong's stock price rose to HKD 4.13, marking an increase of 8.12% [1]. - The trading volume reached HKD 239 million, indicating strong market interest [1]. Group 2: Industry Context - Geopolitical tensions in the Middle East are impacting oil and gas stocks, with the U.S. State Department issuing a security warning regarding Iran [1]. - The warning advises U.S. citizens to leave Iran and prepare for potential emergencies, reflecting the ongoing instability in the region [1]. - Negotiations regarding nuclear issues between Iran and the U.S. are scheduled to take place in Oman, which may further influence market sentiment [1].

Core Viewpoint - The deep earth economy sector experienced a decline of 2.32% on February 5, with Shandong Molong leading the drop [1] Market Performance - The Shanghai Composite Index closed at 4075.92, down 0.64% [1] - The Shenzhen Component Index closed at 13952.71, down 1.44% [1] Capital Flow - The deep earth economy sector saw a net outflow of 562 million yuan from main funds, while retail investors contributed a net inflow of 733 million yuan [1] - Speculative funds experienced a net outflow of 171 million yuan [1]

智通财经APP获悉，根据2026年2月4日披露数据，喜相逢集团（02473）、南华期货股份（02691）、中 远海控（01919）港股通持股占比增加值最大，分别增加9.78%、2.31%、1.56%；山东墨龙（00568）、 赤峰黄金（06693）、中石化油服（01033）港股通持股占比减少值最大，分别减 少-6.00%、-3.02%、-1.12%。 在最近有统计数据的5个交易日内，喜相逢集团（02473）、南华期货股份（02691）、京城机电股份 （00187）港股通持股占比增加值最大，分别增加9.93%、8.01%、3.89%；钧达股份（02865）、赤峰黄 金（06693）、山东墨龙（00568）港股通持股占比减少值最大，分别减少-10.80%、-4.12%、-3.64%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +9.78% | 12.29% | | 南华期货股份(02691) | +2.31% | 14.00% | | 中远海控( ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 山東墨龍石油機械股份有限公司 ("本公司") 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00568 | 說明 | | | 本公司股本中每股面值人民幣1.00元的在香港聯合交易所有限公司上市的普通海外上市外資股，以港幣買賣 | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 256,126,400 | RMB | | 1 RMB | | 256,126,400 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 256,126,400 | RMB | | ...

每经AI快讯，石油及油服股早盘走低，截至发稿，山东墨龙(00568.HK)跌8.6%，报3.93港元；中石化油 服(01033.HK)跌7.22%，报0.9港元；中海油服(02883.HK)跌1.98%，报8.4港元；中海油(00883.HK)跌 2.87%，报23.68港元；中石油(00857.HK)跌2.16%，报9.08港元。 ...

Group 1 - Oil and oil service stocks experienced a decline in early trading, with Shandong Molong down 8.6% to HKD 3.93, Sinopec Oilfield down 7.22% to HKD 0.9, CNOOC Oilfield down 1.98% to HKD 8.4, CNOOC down 2.87% to HKD 23.68, and PetroChina down 2.16% to HKD 9.08 [1] - WTI crude oil fell by 4% and Brent crude oil dropped by over 5% [1] - Iranian Foreign Minister Zarif indicated the possibility of reaching a fair agreement with the U.S., and an Iranian official stated that there are no plans for military exercises in the Strait of Hormuz, contradicting previous reports [1] Group 2 - Huatai Futures reported that the recent rise in oil prices is attributed to a combination of geopolitical, macroeconomic, and liquidity factors [2] - The macro sentiment and potential stabilization of the dollar may reduce the upward pressure on oil prices, while liquidity factors could also retreat [2] - The situation in Iran remains tense, particularly in the Strait of Hormuz, which is a critical oil export chokepoint, necessitating close monitoring of developments [2]

华泰期货发布研报称，此轮油价上涨属于地缘、宏观以及流动性三重叠加，由于周五贵金属的暴跌以及 沃什就任美联储主席，美元有望企稳反弹，同时美元信用崩塌的宏观叙事也有望得到缓解，宏观情绪以 及美元走弱对油价的推升作用缓和，与之关联的流动性因素也可能退潮，地缘方面，伊朗局势仍高度紧 张，霍尔木兹海峡是全球石油重要出口咽喉，仍需密切关注局势发展，对短期油价的支撑作用依然较 强，但需要警惕类似2025年6月事件出现快速反转后的大幅回落。 消息面上，周一，WTI原油跌4%，布伦特原油跌超5%。伊朗外长阿拉格齐日前接受采访时表示，伊朗 外长称有可能与美达成公平协议此外，一名伊朗官员表示，伊朗伊斯兰革命卫队没有在霍尔木兹海峡进 行演习的计划，伊朗官方也没有发布过任何这类声明，先前关于伊朗将在此进行实弹演习的消息是"错 误的"。 智通财经APP获悉，石油及油服股早盘走低，截至发稿，山东墨龙(00568)跌8.6%，报3.93港元；中石化 油服(01033)跌7.22%，报0.9港元；中海油服(02883)跌1.98%，报8.4港元；中海油(00883)跌2.87%，报 23.68港元；中石油(00857)跌2.16%，报9.08 ...

截至发稿， 山东墨龙(00568.HK)跌7.21%、中石化油服(01033.HK)跌5.15%、华商能源(00206.HK)跌 1.72%。消息面上，WTI原油期货下跌3.37%，报63.01美元。 ...

Group 1 - Oil and gas stocks opened significantly lower, with Tongyuan Petroleum, Zhongman Petroleum, Jun Oil Co., and Shandong Molong hitting the daily limit down, while Keli Co. fell over 14% [2] - Brent crude oil futures saw an expanded decline of 3%, trading at $67.208 per barrel [2]