中国石油9月2日公告，中国石油集团拟通过国有股份划转方式将其持有的5.41亿股A股股份（占公司总 股本的0.30%）划转给中国移动通信集团有限公司。本次股东权益变动系因国有股份划转所致，不涉及 要约收购，不会导致公司控股股东及实际控制人发生变更。本次划转尚需取得国务院国有资产监督管理 委员会的批准，并办理股份过户登记手续。 ...

中国石油9月2日公告，中国石油集团拟通过国有股份划转方式将其持有的5.41亿股A股股份（占公司总 股本的0.30%）划转给中国移动通信集团有限公司。本次股东权益变动系因国有股份划转所致，不涉及 要约收购，不会导致公司控股股东及实际控制人发生变更。本次划转尚需取得国务院国有资产监督管理 委员会的批准，并办理股份过户登记手续。 ...

证券代码：601857 证券简称：中国石油 公告编号：临 2025-024 中国石油天然气股份有限公司 关于国有股份划转的提示性公告 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： 中国石油天然气集团有限公司（以下简称中国石油集团）拟通 过国有股份划转方式将其持有的中国石油天然气股份有限公司（以下简 称公司）541,202,377 股 A 股股份（占公司总股本的 0.30%1）划转给中 国移动通信集团有限公司（以下简称中国移动集团）（以下简称本次划 转）。 | | 本次转让前 | | 本次变动 | | 本次转让后 | | | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 转 让 前 转 让 | 前 | 转 让 股 份 数 | 转 让 股 | 转 让 后 持 | 转 让 后 | | | 持 股 数 持 股 量（股） 例（%） | 比 | 量（股） | 份 比 例 （%） | 股 数 量 （股） | 持 股 比 例（%） | | 中国石油 天然气集 团有限公 ...

格隆汇9月2日丨中国石油股份(00857.HK)公告，中国石油天然气集团有限公司(以下简称中国石油集团) 拟通过国有股份划转方式将其持有的中国石油天然气股份有限公司(以下简称公司)541,202,377股A股股 份(占公司总股本的0.30%1)划转给中国移动通信集团有限公司(以下简称中国移动集团)(以下简称本次划 转)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等內 容而引致的任何損失承擔任何責任。 中國石油天然氣股份有限公司 PETROCHINA COMPANY LIMITED （於中華人民共和國註冊成立之股份有限公司） (股份代號：857) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條作出。 茲載列中國石油天然氣股份有限公司在上海證券交易所網站刊登的《中國石油天然氣股份有限 公司關於國有股份劃轉的提示性公告》，僅供參閱。 特此公告 中國石油天然氣股份有限公司董事會 中國北京 2025 年 9 月 2 日 於本公告日，本公司董事會由戴厚良先生擔任董事長，由段良偉先生及謝軍先生擔任非執行董事， 由黃永章先生、任立新先生及張道偉先生擔任執行董事，由蔣小明先生、何敬麟先生、閻焱先生、 劉曉蕾女士及張玉新先生擔任獨立非執行董事。 本次股东权益变动系因国有股份划转所致，不涉及要约收购。 证券代码：601857 证券简称：中国石油 公告编号：临 2025-024 中国石油天 ...

中国石油化工股份(00386)发布公告，2025年8月22日，公司首次实施本轮A股回购。截至2025年8月31 日，公司本轮已累计回购A股股份1720万股，占公司总股本的比例为0.01%，购买的最高价为人民币 5.86元/股、最低价为人民币5.77元/股，已支付的总金额为人民币9980.6万元(不含交易费用)。 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) is experiencing stable performance, with its stock price reaching HKD 7.66, up 2.00%, indicating strong investor interest in the energy sector [1] Technical Analysis - The current support levels for CNPC are at HKD 7.46 (Support 1) and HKD 7.26 (Support 2), while resistance levels are at HKD 7.86 (Resistance 1) and HKD 8.06 (Resistance 2) [1] - The stock price is above the 10-day moving average (HKD 7.48) and is roughly equal to the 30-day moving average (HKD 7.52), with the 60-day moving average at HKD 7.25, indicating a tangled overall moving average system [1] - The Relative Strength Index (RSI) is currently at 57, which is in a neutral range, and multiple oscillators also show neutral signals, suggesting a balanced market condition [1] Product Review - Recent performance of CNPC-related warrants has been robust, with specific warrants showing gains of 21% and 17% within two days, while the underlying stock rose by 3.79%, demonstrating significant returns from leveraged products during stock price increases [3] Investment Products - Investors may consider warrants with moderate out-of-the-money levels and reasonable leverage ratios, such as the Macquarie warrant (13452) with a leverage of 8.9 times and an exercise price of HKD 7.98, suitable for bullish investors [6] - The Bank of China warrant (17446) has an exercise price of HKD 8.89, with a 15.9% out-of-the-money status and a leverage of 12.64 times, expiring in December this year [6] - For bearish short-term views, investors might look at Morgan Stanley put warrant (17625) with a leverage of 6 times or UBS put warrant (18593) with a leverage of 6.2 times [6] Bullish Products - Currently, there are only bullish products available, including the Societe Generale bull warrant (68340), UBS bull warrant (69610), and HSBC bull warrant (69832), all with a redemption price around HKD 5, indicating relatively low risk of being called [8]

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has initiated its A-share buyback program, with significant progress made within the first month of implementation [1] Group 1: Buyback Details - The company announced its first A-share buyback on August 22, 2025 [1] - As of August 31, 2025, Sinopec has repurchased a total of 17.2 million A-shares, representing 0.01% of its total share capital [1] - The highest purchase price recorded was RMB 5.86 per share, while the lowest was RMB 5.77 per share [1] - The total amount spent on the buyback, excluding transaction fees, reached RMB 99.806 million [1]

Group 1 - The combustible ice sector saw a rise of 3.01% on September 2, with China National Petroleum leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Key stocks in the combustible ice sector included China National Petroleum, which rose by 4.25% to a closing price of 9.08, and Xiwai Co., which increased by 4.14% to 35.19 [1] Group 2 - The net inflow of main funds in the combustible ice sector was 82.99 million yuan, while retail funds saw a net inflow of 4.87 million yuan [2] - Major stocks like China National Petroleum experienced a net inflow of 47.2 million yuan from main funds, but a net outflow of 21.5 million yuan from retail funds [3] - China National Petroleum accounted for 13.81% of the main fund inflow, while China Petroleum & Chemical Corporation had a net inflow of 86.9 million yuan, representing 5.44% of the main fund inflow [3]

Core Viewpoint - The article highlights the recent emergence of Honghu Fund in the top ten shareholders of several listed companies, indicating a strategic investment approach by insurance capital in the market [1][3]. Group 1: Shareholding Situation - Honghu Fund Phase II has entered the top ten shareholders of China Petroleum and China Shenhua, marking its first appearance in these lists with a market value exceeding 18 billion and 21 billion respectively [1][3]. - Honghu Fund Phase III has been listed as the eighth largest shareholder of Sinopec, holding approximately 3.05 billion shares valued at 17.63 billion [5][6]. - As of June 30, 2025, Honghu Fund has appeared in the top ten shareholders of six listed companies, including Shaanxi Coal, Yili, and China Telecom, with stable holdings compared to the previous quarter [3][6]. Group 2: Fund Structure and Management - Honghu Fund consists of three phases with a total scale of 110 billion, managed by Guofeng Xinghua, a joint venture of China Life Asset and Xinhua Asset [6][8]. - Phase I has a scale of 50 billion, fully invested by China Life and Xinhua Insurance, achieving good returns as of March this year [6][8]. - Phase II, with a scale of 20 billion, has completed its main investment positions by the end of Q2 [6][8]. - Phase III, initiated in early July, has a scale of 40 billion, divided into two products, with significant contributions from various insurance companies [6][8]. Group 3: Investment Strategy and Performance - The investment philosophy of Honghu Fund emphasizes long-term, value, and stable investments, focusing on companies with competitive advantages and good governance [8][11]. - The fund targets large-cap A+H shares that exhibit stable dividends and good liquidity, with a preference for blue-chip companies [8][9]. - The average dividend yield of the six listed companies in which Honghu Fund has invested is relatively high, with four energy and coal stocks exceeding 5% [9][10]. - As of June 30, the total assets of Honghu Fund Phase I reached 57.11 billion, with a net profit of 9.68 billion for the first half of the year, indicating strong performance [11][12].