来源：新浪基金∞工作室 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24日，能源ETF广发（159945）开盘涨1.15%，报1.321元。能源ETF广发（159945）重仓股方面，中 国神华开盘涨0.68%，中国石油涨3.42%，中国石化涨1.57%，陕西煤业涨1.14%，中国海油涨4.10%，杰 瑞股份跌0.41%，兖矿能源涨2.02%，中煤能源涨1.04%，广汇能源涨2.22%，山西焦煤涨0.57%。 能源ETF广发（159945）业绩比较基准为中证全指能源指数，管理人为广发基金管理有限公司，基金经 理为姚曦，成立（2015-06-25）以来回报为30.72%，近一个月回报为7.72%。 ...

图1：大庆市的磕头机，从地下抽取原油 资料来源：经济 专题：分析师回乡见闻 探寻中国经济多层次发展脉络 作者：申万宏源研究农林牧渔团队 胡静航 儿时，家乡是作文中最常出现的载体，如今，再次写起家乡，离家已十余年。乡音虽已淡薄，但昼夜不 停的磕头机、天空中高耸的烟囱、漫天的飞雪依旧存在着，构成了故乡最美的风景。 观察报，申万宏源研究 源研究 一、新中国石油工业的长子 1959年9月26日松基三井喷出工业油流，恰逢新中国成立十周年之际，故命名为大庆油田，取"大喜大 庆、普天同庆"之意，纪念油田发现与国庆10周年双重盛事。同年，黑龙江省正式设立大庆区，1979 年，国务院批准更名为大庆市。 说起大庆，一定离不开另一个名字，铁人王进喜，也是每一个大庆人从小就熟知的名字。作为新中国第 一代钻井工人，王进喜立下誓言"宁肯少活二十年，拼命也要拿下大油田"。1960年石油大会战启动，王 进喜率队参战来到大庆，无吊车，率队人拉肩扛3天3夜，把钻机运到井场。无水管线，破冰取水，5天4 小时打出会战第一口井。井喷危急时，为保住油井，王进喜不顾腿伤跳进浆池，用身体搅拌水泥3个多 小时，最终成功压制井喷，但身体却被碱性很大的泥浆烧起了 ...

地面工程研究部公用工程和经济评价项目组二级工程师曾冠鑫，刚走进办公室，就打开软件，对"北水 南调"输水主管线及山前气田排水支线等进行水力模拟核算。 【锦绣中国年】 光明日报记者 赵明昊 姚昆 黄小异 正月初六，年味犹浓。中国石油塔里木油田油气工艺研究院办公楼内，却是一番忙碌景象：键盘敲击声 不停，交流讨论声此起彼伏…… 此刻的荒原大漠，60多口油气井正挺进地层深处，20多口已进入目的层。钻井远程管控支持系统维护者 陈龙，正紧盯着屏幕上的数据和曲线。 "实时监测预警必须准、必须快，我们一刻也不能松劲。"陈龙指着屏幕上重点关注的高风险井说。 解决生产难题，攻克技术难关……这个新春，塔里木油田科研人正以科技为笔，勾勒着创新图景。正如 陈龙所言："马年新气象，科研攻关更要'马力十足'！" 《光明日报》（2026年02月23日 01版） [ 责编：孙宗鹤 ] "春节一过，施工黄金期就到了，必须编制好方案，满足节后油气生产需求。"曾冠鑫说，眼下库车山前 气田水侵形势严峻，输水后路必须畅通，他和同事一刻不敢耽搁。 不远处，采油气研究部提高采收率项目组同样忙碌。项目副经理庹维志正和同事坐在电脑前，逐口井核 对工况数据。 前不 ...

Market Overview - The Hong Kong stock market opened on February 20, 2023, with the Hang Seng Index closing down by 1.10% and the Hang Seng Tech Index down by 2.91% [1][8] - Despite the overall market decline, several robotics concept stocks rose significantly, indicating a "Spring Festival effect" [3][11] IPO and Market Activity - As of the new year, 24 new stocks have been listed on the Hong Kong Stock Exchange, raising over 87 billion HKD, with 488 companies currently waiting to go public [4][15] - The average daily trading volume in January exceeded 278 billion HKD, reflecting the effectiveness of liquidity enhancement measures [15] Sector Performance - The technology sector faced pressure, with major internet stocks like JD Health, Baidu, Alibaba, and Tencent experiencing declines ranging from 2.06% to 6.27% [9][10] - In contrast, the robotics sector saw notable gains, with stocks such as Yujian up by 21.4%, Sutech up by 9.24%, and Ubtech up by 4.71% [11][12] Gold Market - The Hong Kong gold market also performed well, with gold prices rising to 46,685 HKD per tael, an increase of over 200 HKD from the previous trading day [17][18] - The Hong Kong government aims to establish the city as an international gold trading center, targeting over 2,000 tons in gold storage within three years [16][17] Index Adjustments - The Hang Seng Index will increase its constituent stocks from 88 to 90, adding companies like CATL and Luoyang Molybdenum, effective March 9, 2023 [18][19] - The adjustments in the Hong Kong Stock Connect are expected to lead to significant trading activity, particularly for newly included stocks in the healthcare and technology sectors [19]

Core Viewpoint - The Tarim Oilfield's Shangkuxin High-tech Industrial Development Zone is successfully operating a 1.3 million kilowatt photovoltaic project, contributing to the generation of clean energy in the region [2][3]. Group 1: Project Overview - The photovoltaic project has been operational for over a year, generating a total of 826 million kilowatt-hours of electricity [3]. - The project is the largest single photovoltaic project operated by China National Petroleum Corporation (CNPC), covering an area of 4.6 kilometers by 4.9 kilometers and consisting of 260,000 solar panels, 4,273 inverters, and 397 box transformers [7][8]. - The project includes two 220 kV booster stations and a super-large energy storage station with a capacity of 130,000 kilowatts/260,000 kilowatt-hours [7]. Group 2: Operational Management - The operation and maintenance team consists of only 22 personnel, relying on both intelligent technology and dedicated manual inspections to ensure smooth operations [7]. - Daily inspections are conducted, with engineers checking critical parameters such as voltage, power, and energy storage status [3][5]. - The use of drones equipped with thermal imaging technology enhances inspection efficiency, allowing for the identification of potential issues that are not visible to the naked eye [7]. Group 3: Workforce and Training - The project emphasizes the importance of safety, with a focus on establishing a robust safety management system [5]. - The Tarim Oilfield is committed to expanding its renewable energy footprint, with plans to continue developing new projects during the 14th Five-Year Plan period [8]. - The company is actively recruiting talent through various initiatives, including campus recruitment and skill training, to build a strong foundation for its renewable energy sector [8].

来源：芝麻AI 1、港股午评：恒指收跌0.61% AI应用、机器人概念股逆势走强 春节假期过后，港股今日迎来马年首个交易日，恒指、恒科指数低开。截至收盘，恒指早盘收跌 0.61%，科指早盘收跌2.28%，恒指大市成交额917.55亿港元。盘面上，石油、人工智能、机器人概念股 逆势走强，影视娱乐、互联网医疗、线上零售及明星科网股走势疲弱。个股方面，智谱(02513.HK)大涨 19.09%，MINIMAX-WP(00100.HK)涨10.04%，中国石油股份(00857.HK)涨4.58%，百度(09888.HK)跌 5.67%，阿里巴巴(09988.HK)跌3.75%，哔哩哔哩(09626.HK)跌5.12%。 2、伊朗致信联合国：不寻求战争 若遭军事侵略将反击 央视记者当地时间19日获悉，伊朗致信联合国秘书长和联合国安理会。伊方在信中表示，伊朗不寻 求紧张局势或战争，也不会主动挑起战争，并称美国总统特朗普的言论表明了"军事侵略的真正风险"。 信中称，如遭军事侵略，伊朗将予以回应，该地区所有"敌对势力"的基地、设施和资产都将成为合法打 击目标。（央视新闻） 3、报道：特朗普正考虑对伊朗发动首轮有限军事打击，迫 ...

春节假期过后，港股今日迎来马年首个交易日，恒指、恒科指数低开。截至收盘，恒指早盘收跌 0.61%，科指早盘收跌2.28%，恒指大市成交额917.55亿港元。盘面上，石油、人工智能、机器人概念股 逆势走强，影视娱乐、互联网医疗、线上零售及明星科网股走势疲弱。个股方面，智谱(02513.HK)大涨 19.09%，MINIMAX-WP(00100.HK)涨10.04%，中国石油股份(00857.HK)涨4.58%，百度(09888.HK)跌 5.67%，阿里巴巴(09988.HK)跌3.75%，哔哩哔哩(09626.HK)跌5.12%。 来源：滚动播报 ...

Group 1: Market Overview - The Hang Seng Index fell by 0.61%, down 161 points, closing at 26,544 points, while the Hang Seng Tech Index dropped by 2.28% [1] - The Hong Kong stock market saw a morning trading volume of HKD 91.7 billion [1] Group 2: Robotics Sector - The robotics sector performed well, with First Journey Holdings (00697) rising over 11% as three invested robotics companies were featured in the 2026 Spring Festival Gala [1] - SUTENG (02498) saw a morning increase of over 9%, achieving its first quarterly profit in Q4 due to strong growth in its robotics business [1] - Hesai Technology (02525) rose by 6.7%, with two humanoid robots featured in the Spring Festival Gala equipped with Hesai's JT128 lidar [1] - Yuejiang (02432) surged by 19%, and UBTECH (09880) increased by 6.9% [1] Group 3: Oil Sector - Oil stocks were among the top gainers, driven by concerns over the Middle East situation potentially disrupting shipping in the Strait of Hormuz, with international oil prices reaching a six-month high [1] - PetroChina (00857) rose by 4.58%, CNOOC (00883) increased by 3.34%, and CNOOC Services (02883) gained 3.92% [1][2] Group 4: Semiconductor Sector - The semiconductor sector faced declines, with Hua Hong Semiconductor (01347) falling by 3.8% and SMIC dropping over 1.65% [7] Group 5: AI and Technology Sector - Zhiyuan (02513) surged by 19% after SothisAI, a subsidiary of Zhongke Shuguang, integrated with Zhiyuan's GLM-5 [3] - Aixin Yuanzhi (00600) rose over 19%, being the world's largest provider of high-end visual edge AI inference chips [4] - MiniMax (00100) increased by over 10% [3] - Extreme Intelligence (02590) saw a reverse market trend, rising over 3% after Zhao Hao, one of Tsinghua's "Five Outstanding Figures," was appointed as Chief Scientist [5] Group 6: Other Notable Movements - Stone Pharmaceutical Group (02005) fell by 5.96%, with an expected profit decline of approximately 45% to 60% year-on-year for the fiscal year 2025 [6]

Core Viewpoint - Hong Kong oil stocks have shown strong performance against the market trend, driven by rising international oil prices and escalating tensions between the US and Iran in the Middle East [1] Group 1: Stock Performance - China Petroleum & Chemical Corporation (00857) increased by 4.47%, reaching a latest price of 9.590 with a total market capitalization of 1.76 trillion, marking a year-to-date increase of 14.44% [2] - CNOOC Services (02883) rose by 3.81%, with a latest price of 10.070 and a market cap of 48.05 billion, reflecting a year-to-date increase of 44.06% [2] - Yanchang Petroleum International (00346) saw a 3.75% increase, with a latest price of 0.415 and a market cap of 0.457 billion, showing a year-to-date increase of 13.70% [2] - China National Offshore Oil Corporation (00883) increased by 3.26%, with a latest price of 25.960 and a market cap of 1.23 trillion, resulting in a year-to-date increase of 21.88% [2] - China Petroleum & Chemical Corporation (00386) had a modest increase of 0.74%, with a latest price of 5.480 and a market cap of 662.67 billion, reflecting a year-to-date increase of 17.34% [2]

Group 1 - The core viewpoint of the news is that Hong Kong oil stocks are performing strongly against the market trend, driven by rising international oil prices and escalating tensions between the US and Iran in the Middle East [1] Group 2 - China Petroleum & Chemical Corporation (00857) saw a price increase of over 4.47%, with a latest price of 9.590 and a total market capitalization of 1.76 trillion, reflecting a year-to-date increase of 14.44% [2] - CNOOC Services (02883) rose by 3.81%, reaching a price of 10.070 and a market cap of 48.05 billion, with a year-to-date increase of 44.06% [2] - Yanchang Petroleum International (00346) increased by 3.75%, with a latest price of 0.415 and a market cap of 0.457 billion, showing a year-to-date increase of 13.70% [2] - China National Offshore Oil Corporation (00883) experienced a 3.26% rise, with a price of 25.960 and a market cap of 1.23 trillion, marking a year-to-date increase of 21.88% [2] - Sinopec Limited (00386) had a modest increase of 0.74%, with a latest price of 5.480 and a market cap of 662.672 billion, reflecting a year-to-date increase of 17.34% [2]