FF301 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: 中國石油天然氣股份有限公司（於中華人⺠共和國註册成立之股份有限公司） 呈交日期: 2026年2月5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) | 00857 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 21,098,900,000 | | RMB | | 1 RMB | | 21,098,900,000 | | 增加 / 減少 (-) | | | | 0 | | RMB | | 0 | | 本月底結存 | | | 21,098,900,000 | RMB | | 1 RMB | | 21,098,90 ...

Group 1 - The core viewpoint of the article highlights that China National Petroleum Corporation (CNPC) has applied for a patent for a method and device for identifying geothermal water layers, which aims to improve the accuracy and efficiency of geothermal water layer identification [1] Group 2 - The patent application, published as CN121454646A, was filed on October 2025 and includes a method that utilizes characteristic data from target drilling, such as logging data, core data, and water chemistry data, to achieve accurate identification of geothermal water layers [1] - The company, established in 1999 and based in Beijing, primarily engages in oil and natural gas extraction, with a registered capital of 18,302,097,000 RMB [1] - CNPC has made investments in 1,298 companies and participated in 443 bidding projects, holding 38 trademark records and 5,000 patent records, along with 168 administrative licenses [1]

Group 1 - The core point of the article is that China National Petroleum Corporation (CNPC) has applied for a patent related to a method for estimating fault rock stress, which aims to improve estimation accuracy and reduce costs [1] Group 2 - CNPC was established in 1999 and is primarily engaged in oil and gas extraction, with a registered capital of 18,302,097,000 RMB [2] - The company has invested in 1,298 enterprises and participated in 443 bidding projects, holding 38 trademark records and 5,000 patent records [2] - CNPC also possesses 168 administrative licenses [2]

Group 1 - The core point of the article highlights that China National Petroleum Corporation (CNPC) has applied for a patent for a device aimed at improving the efficiency of paint removal in train tank cars, indicating innovation in grounding technology [1] - The patent, titled "A Static Grounding Clamp and Method for Improving Paint Removal Efficiency," includes components designed to enhance the piercing force of the device, ensuring reliable grounding and reducing potential static electricity hazards [1] - The company has a significant history, established in 1999, with a registered capital of 18,302,097,000 RMB, and has invested in 1,298 enterprises, showcasing its extensive involvement in the oil and gas sector [2] Group 2 - CNPC has participated in 443 bidding projects and holds 5000 patent records, indicating a strong focus on innovation and competitive engagement in the industry [2] - The company also possesses 38 trademark records and 168 administrative licenses, reflecting its comprehensive operational framework and regulatory compliance [2]

Group 1 - The oil and gas ETF Huatai Fuhua (159309) opened down 0.14% at 1.378 yuan [1] - Major holdings in the ETF include China National Petroleum Corporation (up 0.47%), China National Offshore Oil Corporation (up 0.97%), and Sinopec (up 0.15%) [1] - The ETF's performance benchmark is the CSI Oil and Gas Resources Index return rate, managed by Huatai Fuhua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on May 31, 2024, the ETF has returned 37.83%, with a one-month return of 19.76% [1]

美国能源信息署（EIA）指出，由于严寒天气冲击的缘故，美国石油库存降幅创2016年以来（同期）最大。美国上周EIA原油库存下降345.5万桶，分析师预 期减少47.483万桶，之前一周下降229.5万桶。美国石油协会（API）此前发布的行业版数据显示，美国上周API原油库存锐减1107.9万桶。 今日（2.5），市场情绪波动加剧，油气板块回调。油气ETF汇添富(159309)跌近3%，盘中成交额已超2600万元。资金持续涌入，近5日有4日获资金青睐，5 日"吸金"近3亿元！ 消息面上，当地时间2月2日，美高层表示，作为加大对古巴限制行动的一部分，墨西哥将停止向古巴输送石油。美高层指出，"墨西哥将停止向他们输送石 油"，但未进一步说明其作出这一判断的具体依据。墨西哥尚未就相关表态立即作出回应。 【机构：石油市场的第一个供给侧预期差机会】 中金公司指出，地缘局势的预期差为原油供应风险溢价带来重估机会。2025年以来石油市场供应过剩的一致预期背后，隐含了对地缘供应受损有限和 OPEC+提供增产缓冲的共识判断，而这二者其实都与美高层的对外政策有关。因而在美国抗通胀的宏观叙事之中，原油价格下跌似乎成为一个必然的剧本 走 ...

Core Insights - The "2025 Hurun China 500" report highlights TSMC as the highest-valued private enterprise in China, with a valuation increase of 3.5 trillion RMB, reaching 10.5 trillion RMB [1][4] - Tencent follows as the second highest, with a valuation growth of 1.9 trillion RMB, totaling 5.3 trillion RMB [1][4] - ByteDance ranks third, increasing its value by 1.8 trillion RMB to 3.4 trillion RMB [1][4] - Xiaomi enters the top ten for the first time, with a valuation increase of 357 billion RMB, reaching 1 trillion RMB [1][4] Top Ten Private Enterprises - TSMC: Valuation of 105,000 million RMB, growth of 50% [2][5] - Tencent: Valuation of 53,300 million RMB, growth of 56% [2][5] - ByteDance: Valuation of 34,000 million RMB, growth of 109% [2][5] - Alibaba: Valuation of 27,000 million RMB, growth of 75% [2][5] - CATL: Valuation of 18,600 million RMB, growth of 59% [2][5] - Pinduoduo: Valuation of 13,200 million RMB, growth of 16% [2][5] - Ping An Insurance: Valuation of 10,500 million RMB, decline of 15% [2][5] - Xiaomi: Valuation of 10,000 million RMB, growth of 56% [2][5] - BYD: Valuation of 8,720 million RMB, growth of 10% [2][5] - Huawei: Valuation of 8,500 million RMB, growth of 25% [2][5] Top Ten State-Owned Enterprises - Agricultural Bank: Valuation of 202,000 million RMB [3][6] - Industrial and Commercial Bank: Valuation of 274,000 million RMB [3][6] - State Grid: Valuation of 266,000 million RMB [3][6] - China National Railway Group: Valuation of 224,000 million RMB [3][6] - China Construction Bank: Valuation of 203,000 million RMB [3][6] - Kweichow Moutai: Valuation of 182,000 million RMB [3][6] - China Petroleum: Valuation of 176,000 million RMB [3][6] - Bank of China: Valuation of 170,000 million RMB [3][6] - China Mobile: Valuation of 175,000 million RMB [3][6] - CITIC Group: Valuation of 156,000 million RMB [3][6]

来源：新浪证券-红岸工作室 分红方面，中国石油A股上市后累计派现8752.80亿元。近三年，累计派现2470.78亿元。 机构持仓方面，截止2025年9月30日，中国石油十大流通股东中，中国证券金融股份有限公司位居第四 大流通股东，持股10.20亿股，持股数量较上期不变。香港中央结算有限公司位居第五大流通股东，持 股5.21亿股，相比上期减少3.36亿股。华夏上证50ETF（510050）位居第七大流通股东，持股2.16亿 股，相比上期减少586.44万股。华泰柏瑞沪深300ETF（510300）位居第十大流通股东，持股1.93亿股， 相比上期减少955.40万股。易方达上证50增强A（110003）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月4日，中国石油涨0.86%，成交额19.20亿元。两融数据显示，当日中国石油获融资买入额1.99亿元， 融资偿还1.46亿元，融资净买入5261.72万元。截至2 ...

Core Insights - The reports highlight that the global oil and gas industry is entering a period of profound transformation by 2025, characterized by intensified turmoil, system restructuring, and a reconfiguration of the landscape due to geopolitical conflicts, economic restructuring, and energy transition [1][2] Group 1: Global Oil and Gas Industry Trends - The global oil and gas sector is facing a complex "new situation" with increasing volatility and a reshaped framework, driven by intertwined geopolitical conflicts and economic changes [1] - By 2026, the global economy is expected to exhibit "low growth, high differentiation, and increased turmoil," posing severe challenges to global energy security and market stability [1] - The oil market is anticipated to shift from a tight balance to a state of oversupply, with Brent crude prices projected to range from $60 to $65 per barrel under normal conditions, and potentially rise to $70 to $75 per barrel amid geopolitical tensions [3] Group 2: China's Oil and Gas Industry Developments - China's oil and gas industry is demonstrating strategic confidence and resilience, aiming for progress while maintaining stability, with a focus on achieving the goals set for the 14th Five-Year Plan [1][4] - By 2025, China's energy self-sufficiency is projected to reach 84.4%, with non-fossil energy consumption accounting for 21.8% of total energy use, and this is expected to rise to over 23% by 2026 [4] - Oil and gas production in China is set to reach a historical high of 420 million tons of oil equivalent by 2025, with crude oil production expected to stabilize at 200 million tons in 2026 [4][5] Group 3: Energy Security and Policy Implications - The global energy security landscape is becoming increasingly complex, with the report indicating that while fossil energy remains relatively secure, the risks associated with electricity supply are rising [6] - The report calls for a more inclusive and cooperative approach to energy security, emphasizing the need for multilateralism and practical collaboration across various sectors, including energy investment and climate governance [6] - China's energy security situation is improving, marking a new phase in its journey towards becoming an energy powerhouse [6]

Group 1 - The core viewpoint of the article highlights that Hong Kong oil stocks experienced an afternoon rally, with significant gains observed in major companies [1] Group 2 - China Petroleum & Chemical Corporation (00386.HK) saw its stock price increase by over 2% [1] - CNOOC Limited (00883.HK) also reported a rise of more than 2% in its stock value [1] - China National Petroleum Corporation (00857.HK) experienced a similar increase, with its shares up by over 2% [1]