Core Viewpoint - Oil stocks have seen an increase in afternoon trading, driven by geopolitical tensions in the Middle East, particularly regarding Iran and U.S. military preparations [1] Group 1: Company Performance - Sinopec (00386) rose by 2.9%, trading at HKD 5.67 [1] - CNOOC (00883) increased by 1.45%, trading at HKD 25.16 [1] - CNOOC Services (02883) gained 1.36%, trading at HKD 9.7 [1] - PetroChina (00857) saw a rise of 1.17%, trading at HKD 9.49 [1] Group 2: Market Dynamics - The U.S. Department of Defense has instructed a second aircraft carrier strike group to prepare for deployment to the Middle East amid potential military actions against Iran [1] - President Trump has indicated consideration of sending a second carrier strike group to the region in case negotiations with Iran fail [1] - Ping An Securities noted that the uncertainty surrounding the situation in Iran, combined with the U.S.-India trade agreement and India's commitment to cease imports of Russian oil while increasing purchases of U.S. and Venezuelan crude, is accelerating the restructuring of global oil trade flows, providing strong short-term support for oil prices [1]

Group 1 - The core viewpoint of the news highlights the active performance of Hong Kong oil stocks, with notable increases in shares of China National Offshore Oil Corporation (CNOOC) and Sinopec, both rising over 2% [1] - CNOOC's stock reached a new high, while CNOOC Oilfield Services rose by 1.8%, and China Petroleum & Chemical Corporation (Sinopec) increased by over 1% [2] - The rise in oil stocks is attributed to traders' focus on the escalating tensions between the U.S. and Iran, overshadowing signals of increased supply, with WTI crude oil stabilizing around $65 per barrel [1] Group 2 - WTI crude oil prices had previously increased by over 1% on Wednesday, despite President Trump's comments aimed at reaching an agreement with Tehran following discussions with Netanyahu [1] - Traders remain concerned about potential military strikes and supply risks, indicating a cautious market sentiment [1] - The International Energy Agency (IEA) is set to release its monthly market outlook report, which may reiterate concerns about global supply surplus [1]

港股石油股持续活跃，其中，中国海洋石油、 中国石油 化工均涨超2%，且中石化刷新上市新高价，中 海 油田服务涨1.8%，中国石油股份涨超1%，昆仑能源跟涨。 ...

| 代码 | 名称 | 最新价 涨跌幅 × | | | --- | --- | --- | --- | | 00883 | 甲国海洋石油 | 25.340 2.18% | | | 00386 | 中国石油化工股 | 5.630 | 2.18% | | 02883 | 中海油田服务 | | 9.740 1.78% | | 00857 | 中国石油股份 | 9 490 | 1.17% | | 00135 | 昆仑能源 | 8.210 | 0.37% | 港股石油股持续活跃，其中，中国海洋石油、中国石油化工均涨超2%，且中石化刷新上市新高价，中 海油田服务涨1.8%，中国石油股份涨超1%，昆仑能源跟涨。 消息上，由于交易员关注的重点在于美伊紧张局势，且该因素掩盖了供应增加的信号，原油价格维持涨 势。WTI原油稳定在每桶65美元附近。此前，该原油价格在周三上涨超过1%。尽管特朗普在与内塔尼 亚胡就该地区局势进行会谈后发表评论，表示其目标是与德黑兰达成协议，但交易员仍对潜在的军事打 击和供应风险感到担忧。国际能源署定于周四晚些时候发布月度市场展望报告，该报告可能再次指出全 球供应过剩的问题。 ...

Group 1 - The ongoing regional tensions are disrupting the global oil supply chain, leading to a continuous rise in oil prices, with WTI crude oil up by 1.45% to $64.89 per barrel and Brent crude oil up by 1.15% to $69.60 per barrel [1] - OPEC maintains its global oil demand growth forecast for 2026 and 2027, expecting an average global demand of 42.6 million barrels per day in Q1 2026 and 42.2 million barrels per day in Q2 2026, unchanged from previous predictions [1] - OPEC+ crude oil production averaged 42.45 million barrels per day in January, a decrease of 439,000 barrels per day from December 2025, primarily due to a decline in Kazakhstan's production [1] Group 2 - The uncertainty surrounding the situation in Iran, combined with the recent trade agreement between the US and India, and India's commitment to halt imports of Russian oil while increasing purchases of US and Venezuelan oil, is accelerating the restructuring of global oil trade flows, providing strong short-term support for oil prices [1] - As of February 12, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.87%, with significant gains in component stocks such as China Merchants Energy (up 6.91%), COSCO Shipping Energy (up 5.34%), and China Merchants Oil (up 4.35%) [1] - The oil ETF Penghua (159697) increased by 0.88%, marking its fifth consecutive rise, with the latest price reported at 1.38 yuan [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2]

中国石油天然气股份有限公司是一家主要从事石油和天然气生产和分销业务的中国公司。该公司主要通 过五个分部开展业务。油气和新能源分部从事原油及天然气的勘探、开发、生产、输送和销售以及新能 源业务。炼油化工和新材料分部从事原油及石油产品的炼制，基本及衍生化工产品、其他化工产品的生 产和销售以及新材料业务。销售分部从事炼油产品和非油品的销售以及贸易业务。天然气销售分部从事 天然气的输送及销售业务。总部及其他分部从事资金管理、融资、总部管理、研究开发及为集团其他经 营分部提供商务服务。 证券之星消息，2月11日南向资金增持784.6万股中国石油股份（00857.HK）。近5个交易日中，获南向 资金增持的有5天，累计净增持9316.79万股。近20个交易日中，获南向资金增持的有15天，累计净增持 1.49亿股。截至目前，南向资金持有中国石油股份（00857.HK）73.47亿股，占公司已发行普通股的 34.81%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The core point of the article highlights that China National Petroleum Corporation (CNPC) has registered a new software copyright for the "Geological Application Professional Software Cloud Data System V1.0" project, indicating a focus on technological development [1] - In 2023, CNPC registered a total of 163 software copyrights, which represents a significant increase of 73.4% compared to the same period last year [1] - For the first half of 2025, CNPC invested 9.899 billion yuan in research and development, reflecting a year-on-year increase of 2.51% [1] Group 2 - According to data analysis from Tianyancha, CNPC has made investments in 1,298 enterprises and participated in 443 bidding projects [1] - The company holds 105 trademark registrations and 48,442 patents, showcasing its strong intellectual property portfolio [1] - Additionally, CNPC possesses 168 administrative licenses, indicating its compliance and operational capabilities [1]

Core Insights - The company has implemented a magnetic separation technology to transform waste balance agents into reusable low-magnetic products, enhancing the efficiency and environmental sustainability of its operations [1][2] Group 1: Technology and Innovation - The magnetic separation technology allows for the precise selection of balance agents, effectively capturing and separating low-heavy metal content portions, which can be reused in the heavy oil catalytic cracking unit [2] - This innovation reduces the overall heavy metal pollution in the balance agents, improving the conversion rate of heavy oil and the yield of high-value light oil [2] Group 2: Economic and Environmental Impact - By reusing 1 ton of treated low-magnetic agents, the company can reduce the hazardous waste output by 3 tons and replace 0.6 tons of fresh catalyst [2] - The application of this technology is projected to save approximately 260 tons of fresh catalyst annually and decrease hazardous waste output by nearly 1600 tons, generating direct economic benefits exceeding 1 million yuan [2]

Market Overview - The Hang Seng Index rose by 83.23 points, an increase of 0.31%, closing at 27,266.38 points with a total turnover of HKD 217.218 billion [1] - The National Enterprises Index increased by 25.43 points, closing at 9,268.18 points, a rise of 0.28% [1] - The Hang Seng Tech Index gained 48.96 points, closing at 5,499.99 points, reflecting a growth of 0.9% [1] Blue-Chip Stocks - Tencent Holdings decreased by 0.54%, closing at HKD 548 [1] - Hong Kong Exchanges and Clearing rose by 0.19%, closing at HKD 418 [1] - China Mobile increased by 0.06%, closing at HKD 78.45 [1] - HSBC Holdings fell by 0.36%, closing at HKD 139.8 [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 0.21%, closing at HKD 46.82 [1] - Sun Hung Kai Properties increased by 0.62%, closing at HKD 129.8 [1] - Henderson Land Development gained 0.49%, closing at HKD 32.96 [1] Chinese Financial Stocks - Bank of China remained unchanged, closing at HKD 4.72 [1] - China Construction Bank rose by 0.37%, closing at HKD 8.15 [1] - Industrial and Commercial Bank of China decreased by 0.15%, closing at HKD 6.56 [1] - Ping An Insurance fell by 1.29%, closing at HKD 72.5 [1] - China Life Insurance dropped by 3.94%, closing at HKD 34.12 [1] Oil and Petrochemical Stocks - Sinopec rose by 1.66%, closing at HKD 5.51 [1] - PetroChina increased by 0.75%, closing at HKD 9.38 [1] - CNOOC gained 0.65%, closing at HKD 24.8 [1]

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed at a gain of 0.86% with a trading volume of 116 million yuan on February 11 [1] - The fund was established on June 26, 2024, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of February 10, 2025, the fund's latest share count was 5.766 billion shares, with a total size of 6.088 billion yuan, reflecting a 1.50% increase in shares and a 7.16% increase in size year-to-date [1] Group 2 - The current fund managers are Gong Lili and Wang Yang, with returns of 24.42% and 10.08% respectively during their management periods [2] - The latest report indicates that the top holdings of the fund include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, among others [2] Group 3 - The top holdings and their respective weights in the fund are as follows: - China National Offshore Oil Corporation: 10.04% with a market value of 571 million yuan - China Shenhua Energy: 9.99% with a market value of 568 million yuan - China Petroleum & Chemical Corporation: 9.82% with a market value of 558 million yuan - China Mobile: 9.65% with a market value of 548 million yuan - China National Petroleum Corporation: 8.21% with a market value of 467 million yuan - COSCO Shipping Holdings: 5.74% with a market value of 326 million yuan - China Telecom: 4.76% with a market value of 270 million yuan - China Unicom: 3.14% with a market value of 179 million yuan - China Tower: 2.83% with a market value of 161 million yuan - China Merchants Bank: 2.07% with a market value of 118 million yuan [3]