格隆汇11月3日丨中国石油化工股份(00386.HK)发布公告，2025年11月3日耗资1783.64万港元回购425万 股，回购价格每股4.15-4.23港元。 ...

Market Overview - A-shares rebounded in the afternoon on November 3, with all three major indices turning positive by the close; the Shanghai Composite Index rose by 0.55% to 3976.52 points, the Shenzhen Component increased by 0.19% to 13404.06 points, and the ChiNext Index gained 0.29% to 3196.87 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 21.33 billion yuan, a decrease of 2.17 billion yuan from the previous day [1] Sector Performance Coal and Oil - The coal sector saw significant gains, with companies like Antai Group and Zhongmei Energy hitting the daily limit, and others like Shanxi Black Cat and Jin控煤业 rising over 4% [4][6] - The oil sector also performed well, with Huibo Group and Intercontinental Oil hitting the daily limit, and China National Offshore Oil Corporation and China Petroleum rising over 4% [7] AI Applications - The AI application sector was notably active, with stocks like Fushi Holdings and Xinghuan Technology rising over 10%, and several others hitting the daily limit [12][14] Nuclear Power - The nuclear power concept experienced a surge, with significant advancements in thorium-based molten salt reactor technology reported by the Chinese Academy of Sciences, marking a key development in nuclear energy [10] Key Insights - The current prices of thermal coal and coking coal remain at historical lows, providing room for a rebound due to supply-side policies and seasonal demand increases [6] - The "three barrels of oil" (China National Petroleum, Sinopec, and CNOOC) are expected to continue increasing their oil and gas equivalent production, with respective growth rates of 2.6%, 2.2%, and 6.7% projected for the first three quarters of 2025 [7] - The AI-driven content creation market is projected to grow significantly, with over 3000 new works expected in the first half of 2025, indicating a robust demand for AI applications in media [14]

智通财经APP获悉，里昂发布研报称，中国石油股份(00857)第三季度业绩显示公司可在油市波动下交出 稳定及坚韧的盈利，或为"好息"投资者乐见。该行指，中石油股息展望及股息稳定性为同业中最佳。因 此视中石油为三桶油中首选。该行对中石油H股目标价由8.6港元上调至8.8港元，对其A股(601857.SH) 目标价由11.9元人民币上调至12元人民币，重申跑赢大市评级。 ...

Market Overview - Hong Kong stocks opened positively in November, with major indices rising, and the Hang Seng Index closing at 26,158.36 points, up 0.97% or 251.71 points, with a total turnover of HKD 228.68 billion [1] - The Hang Seng China Enterprises Index increased by 0.98% to 9,258.73 points, while the Hang Seng Tech Index rose by 0.24% to 5,922.48 points [1] Blue Chip Performance - Chow Tai Fook (01929) led the blue-chip decline, falling 8.67% to HKD 13.9, impacting the Hang Seng Index by 4.04 points [2] - AIA Group (01299) rose 5.96%, contributing 75.25 points to the index, while Wanzhou International (00288) increased by 4.69%, adding 4.62 points [2] Sector Performance Technology Sector - Technology stocks showed mixed results, with Alibaba down 1.15% and Tencent down 0.16%, while Kuaishou rose 1.52% [3] Oil Sector - Oil stocks experienced a broad increase, with China National Offshore Oil Corporation (00883) up 3.49% and China Petroleum (00857) up 3.37%, following OPEC+'s announcement to pause production increases in early 2024 [3] Coal Sector - Coal stocks generally rose, with China Qinfa (00866) up 7.53% and Yanzhou Coal (01171) up 4.69%, driven by seasonal demand and safety production assessments [4] AI Application Sector - AI application stocks were active, with Fenbi (02469) surging 10.36% after announcing a share buyback plan, reflecting strong market interest in AI education products [4][10] Gold and Jewelry Sector - Gold mining and jewelry stocks fell sharply, with Chow Tai Fook down 8.67% and Lao Pu Gold (06181) down 7.16%, following new tax policies affecting gold trading [6] Automotive Sector - The automotive sector showed varied performance, with XPeng Motors (09868) up 4.59% and NIO (09866) up 4.21%, supported by strong October delivery figures for new energy vehicles [7] Notable Stock Movements - Minglue Technology (02718) debuted with a significant rise of 106.1%, closing at HKD 290.6, indicating strong investor interest in data intelligence applications [8] - WuXi AppTec (02126) surged 16.09% due to positive developments regarding its CAR-T cell therapy's inclusion in commercial health insurance [9]

里昂发布研报称，中国石油股份(00857)第三季度业绩显示公司可在油市波动下交出稳定及坚韧的盈 利，或为"好息"投资者乐见。该行指，中石油股息展望及股息稳定性为同业中最佳。因此视中石油为三 桶油中首选。该行对中石油H股目标价由8.6港元上调至8.8港元，对其A股(601857.SH)目标价由11.9元人 民币上调至12元人民币，重申跑赢大市评级。 ...

有分析指出，前三季度"三桶油"（中国石油、中国石化、中国海油）业绩相较海外巨头韧性凸显，体现穿越周期属性，长期 投资价值凸显。另外，煤炭板块具备周期与红利的双重属性，随着旺季临近，下游采购力度逐渐加强，煤炭价格有望迎来新 一轮上行。 能源股，集体异动！ 今日盘中，石油、煤炭板块集体走强，中国海油涨幅一度超过5%，中国石油涨超4%。安泰集团开盘后5分钟内就被资金直 线拉升至涨停板，洲际油气盘中也直线涨停。而临近午盘时分，惠博普也封死了涨停板。 石油股拉升 今年前三季度，中国石油、中国石化、中国海油归母净利润增速同比分别下降4.9%、32.2%、12.6%；第三季度单季，中国 石油、中国石化、中国海油归母净利润分别同比下降3.9%、0.5%、12.2%。光大证券指出，得益于产量持续上升和优异的成 本控制能力，中国石油、中国海油当期业绩水平高于历史油价水平接近时期。2025年三季度，受油价下跌和炼化景气度低迷 影响，国际油气巨头的经营业绩同比下滑，埃克森美孚、雪佛龙、壳牌、道达尔归母净利润分别同比下降14.3%、33.9%、 9.6%、13.4%，中国石油、中国海油前三季度归母净利润跌幅小于多数国际油气巨头，在油价 ...

国海证券研报指出，中国石油2025年前三季度实现归母净利润1263亿元，同比减少4.9%；其中2025Q3 实现归母净利润423亿元，同比-3.9%，环比+13.7%。天然气表现亮眼，Q3业绩环比提升14%。天然气 销售业务实现经营利润127亿元，环比增长75亿元，一方面，持续加大营销力度，天然气销量环比提升 3.1%，另一方面，公司持续优化资源池结构，努力控制综合采购成本。2025年全年资本性支出预算为 2622亿元，其中，油气和新能源分部资本开支预计2100亿元，将继续聚焦国内松辽、鄂尔多斯、准噶 尔、塔里木等重点盆地的规模效益勘探开发，加大页岩气、页岩油等非常规资源开发力度，并推进清洁 电力、地热、CCUS等新能源工程。公司作为国内油气行业龙头，经营彰显韧性，持续分红彰显央企投 资价值，维持"买入"评级。 ...

来源：新浪基金∞工作室 11月3日，中国石油涨4.48%，截至发稿，报9.56元/股，成交21.80亿元，换手率0.14%，总市值17496.81 亿元。中国石油股价已经连续3天上涨，区间累计涨幅5.17%。 资料显示，中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室，成立日期1999年11月5日，上市日期2007年11月5日，公司主营业务涉及(i)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;(ii)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;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输送 及销售业务。主营业务收入构成为：炼油产品69.64%，原油43.27%，天然气39.98%，化工产品8.78%， 其他7.00%，加油站非油品销售0.86%，其他收入0.04%，管输业务0.03%。 从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓中国石油。诺安新动力灵活配置混合A（320018）三季度持有股 数52万股，与上期相比持股数量不变，占基金净值比例为5.61%，位居第三大重仓 ...

石油股涨幅居前，截至发稿，中国石油（601857）(00857)涨3.62%，报8.31港元；中国海油（600938） (00883)涨3.69%，报20.5港元；上海石化（600688）(00338)涨1.5%，报1.35港元；中国石化（600028） (00386)涨1.45%，报4.19港元。 光大证券发布研报称，2025年三季度，受油价下跌和炼化景气度低迷影响，国际油气巨头的经营业绩同 比下滑，埃克森美孚、雪佛龙、壳牌、道达尔归母净利润分别同比-14.3%、-33.9%、-9.6%、-13.4%， 中国石油、中国海油前三季度归母净利润跌幅小于多数国际油气巨头，在油价下行期的业绩韧性凸 显，"三桶油"在油价下行期的业绩体现出一定的穿越周期属性。此外，"三桶油"继续加强增储上产，长 期价值凸显。 消息面上，周日，OPEC+在线上会议后表示，以沙特为首的八个成员国将在12月提高产量13.7万桶/ 日，这与10月和11月的增产幅度一致。但该组织同时宣布，考虑到季节性因素，将在明年1-3月暂停增 产，意味着OPEC+的增产计划踩下刹车。该消息推升油价，布伦特原油一度升至每桶65美元以上， WTI原油在每桶61美 ...

格隆汇11月3日｜中国石油A股、H股双双大涨，盘中均一度涨超4%，且均创出年内新高，A股市值突破 1.7万亿元大关。消息面上，以沙特阿拉伯为首的欧佩克+主要成员国在周日的视频会议上达成协议，决 定12月日均增产13.7万桶，与10月和11月计划的增产量持平，随后在明年1月至3月期间暂停增产。 ...