Core Viewpoint - The China Securities Hong Kong Dividend Index has shown fluctuations, with a recent increase of 1.42% but a decline of 8.35% over the past month, indicating volatility in high dividend yield securities in the Hong Kong market [1][2] Group 1: Index Performance - The China Securities Hong Kong Dividend Index closed at 2946.02 points with a trading volume of 24.838 billion yuan [1] - The index has experienced a decline of 0.51% over the past three months and a year-to-date decrease of 4.42% [1] Group 2: Index Composition - The index comprises 30 securities listed on the Hong Kong Stock Exchange, selected based on high cash dividend yields, stable dividends, and liquidity [1] - The top ten weighted securities in the index include: - Bank of China (10.98%) - China Mobile (10.86%) - Industrial and Commercial Bank of China (10.55%) - China Construction Bank (9.91%) - CNOOC (8.97%) - Agricultural Bank of China (5.99%) - Bank of Communications (5.23%) - China Petroleum & Chemical Corporation (4.97%) - China Shenhua Energy (4.6%) - China Petroleum (4.17%) [1] Group 3: Sector Allocation - The sector allocation of the index shows that finance accounts for 49.43%, energy for 25.80%, communication services for 16.88%, and other sectors such as industrial, materials, utilities, and real estate make up the remaining percentages [2] - The index is adjusted annually, with changes implemented on the next trading day after the second Friday of December [2]

Core Insights - On April 10, China Duty Free Group (中国中免) made its first appearance on the Hong Kong Stock Connect active trading list in a month, with a trading volume of 1.655 billion HKD and a net sell of 0.046 billion HKD, closing down 1.32% [1][2] Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect on April 10 was 85.510 billion HKD, accounting for 48.89% of the day's total trading amount, with a net sell of 17.382 billion HKD [1] - The top three stocks by trading volume were: - Tracker Fund of Hong Kong (盈富基金) with 15.262 billion HKD - Tencent Holdings (腾讯控股) with 14.538 billion HKD - Alibaba Group (阿里巴巴-W) with 14.021 billion HKD [1] - The most frequently listed stocks in the past month were Alibaba Group and Tencent Holdings, each appearing 22 times, indicating strong interest from Hong Kong Stock Connect investors [1] Individual Stock Performance - China Duty Free Group's trading details on April 10: - Trading Amount: 1.655 billion HKD - Net Buy Amount: -0.046 billion HKD - Latest Closing Price: 55.950 HKD - Daily Change: -1.32% [2]

Investment Rating - The report maintains an "Accumulate" rating for the industry, specifically for the "Three Barrel Oil" companies [5]. Core Insights - The "Three Barrel Oil" companies (China National Petroleum, Sinopec, and CNOOC) have announced share buyback plans by their major shareholders, reflecting confidence in their future development and the long-term investment value of the capital market [1]. - Despite recent oil price declines due to OPEC+ production increases and tariffs, the "Three Barrel Oil" companies have demonstrated operational resilience, with China National Petroleum and CNOOC showing profit growth, while Sinopec faced a decline in net profit due to refining sector challenges [2]. - The report anticipates continued growth in oil and gas equivalent production for 2025, with China National Petroleum, Sinopec, and CNOOC expected to increase their production by 1.6%, 1.3%, and 5.9% respectively [2]. Summary by Sections 1. Oil and Petrochemicals - The report highlights the recent price movements in the oil market, with Brent and WTI crude oil prices dropping by 17.3% and 18.1% respectively since the beginning of April [2]. - The upstream segment of the "Three Barrel Oil" companies is expected to maintain cost advantages and enhance production capacity, with CNOOC's main cost per barrel projected to decrease by 1.1% in 2024 [2]. 2. Investment Recommendations - The report suggests focusing on undervalued, high-dividend, and well-performing companies within the "Three Barrel Oil" sector, including China National Petroleum, Sinopec, and CNOOC, as well as oil service companies [4]. - It also recommends monitoring domestic material companies benefiting from the trend of domestic substitution, such as Jingrui Electric Materials and Tongcheng New Materials [4]. 3. Product Price Trends - The report provides a detailed overview of product prices in the energy and chemical sectors, noting fluctuations in various commodities, including a slight increase in domestic coking coal prices and a decline in liquefied gas prices [3][10][15].

导读： 四方仪器研发的LRGA-6000激光拉曼光谱分析仪，助力中海油实现天然气全组分及热值精确测量，提升生产效益。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 随着人们对气候变化问题的日益关注，许多国家正在加速从传统化石能源向更加环保、低碳的能源形式转型。作为重要 清洁能源之一的天然气，因其相对较低的碳排放量和较高的能源利用效率，被视为连接传统高碳能源与未来清洁能源体 系之间的桥梁。在此趋势下，众多的石油和天然气生产运营企业都面临着产品质量、安全生产和环境保护等多重考验与 规范要求，企业需要不断提升自身产品品质，以适应日益严格的行业标准，来满足市场对于清洁能源日益增长的需求。 ◆组分和热值监测在天然气的优化开采和处理工艺中扮演重要角色 在当前行业背景下，天然气监测技术，特别是全组分监测技术的重要性变得尤为突出。通过精准监测天然气的组分和热 值，不仅能确保产品质量，降低生产成本，还能帮助企业在市场竞争中占据更有利的位置。具体来说，通过精确监测天 然气的各种成分及含量，可以有效预防潜在的安全隐患，帮助生产运营商优化生产工艺，提高资 ...

港股"三桶油"走低，中国石油股份(00857.HK)跌超5%，中国石油化工股份(00386.HK)、中国海洋石油 (00883.HK)跌超3%。 ...

智通财经4月9日早间新闻精选 1、国务院总理李强8日同欧盟委员会主席冯德莱恩通电话。李强指出，中国今年的宏观政策充分考虑了 各种不确定因素，也有充足的储备政策工具，完全能够对冲外部不利影响，对保持自身经济持续健康发 展充满信心。中国将继续坚定不移扩大开放，同包括欧盟在内的世界各国加强合作，分享发展机遇。 3、国务院国资委8日表示，将全力支持推动中央企业及其控股上市公司主动作为，不断加大增持回购力 度。 4、全国社会保障基金理事会8日表示，近日已主动增持国内股票，近期将继续增持。 5、中国诚通公告，继4月7日增持股票资产后，4月8日，中国诚通旗下诚通金控和诚旸投资继续大额增 持ETF和中央企业上市公司股票。中国诚通拟使用股票回购增持再贷款资金1000亿元，用于增持上市公 司股票。 6、瑞银估计，在2025年期间，除了"国家队"之外，其他长期投资者可能在内地监管机构的指导下，以 可持续且稳定的方式进入A股市场。该行预计内地保险公司、互惠基金及社会保障基金进入中国股市的 净流入可能分别达到1万亿、5900亿及1200亿元人民币。 7、国家发展改革委主任郑栅洁昨日主持召开座谈会，邀请江苏天合光能、浙江中基宁波、广东领 ...

4月8日上榜港股通成交活跃榜个股中，建设银行为近一个月首次上榜。 （文章来源：证券时报网） 以上榜次数统计，4月8日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等，近一个 月均上榜21次，最受港股通资金关注。 建设银行为近一个月首次上榜，当日港股通成交额为15.53亿港元，成交净买入8.43亿港元，该股当日收 盘下跌0.96%。（数据宝） 4月8日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 次数 | （港元） | （%） | | 00700 | 腾讯控股 | 160.50 | 29.85 | 21 | 440.400 | 1.15 | | 00981 | 中芯国际 | 69.43 | 8.40 | 21 | 39.150 | 3.85 | | 01810 | 小米集团 W | 179.48 | 3.41 | 21 | 38.900 | 6.72 | 注：本文系新闻报道，不构成投 ...

工业富联：第一季度净利润预计52亿元—53亿元，同比增长24%—27% 工业富联公告称，2025年第一季度预计营业收入1590亿元-1610亿元，同比增长34.0%-35.6%；预计归属 于上市公司股东的净利润为52亿元-53亿元，同比增长24.4%-26.8%。云计算业务方面，板块营业收入同 比增长超过50%，AI服务器、通用服务器营业收入同比皆超过50%。通讯及移动网络设备方面，公司积 极推进战略布局，有效实现对客户的稳健出货。公司将继续聚焦主营业务，推动AI+技术创新和经营提 质增效。 中国联通：为进一步回报股东，3月公司将此前回购的5.13亿股全部注销 中国联通公告称，公司将深入实施融合创新战略，推进"网络向新、技术向新、服务向新"，2025年将着 力实现创新动力更足、能力优势更强、业务结构更优、经营效益更好、品牌形象卓著。同时，公司坚持 战略引领与价值导向，持续推动提升上市公司投资价值，过去几年每股分红保持双位数增长。为进一步 回报股东，2025年3月公司将此前回购的5.13亿股全部注销。此外，公司将持续完善股东沟通渠道，积 极倾听中小股东声音，与投资者高频次交流。 海油工程：控股股东中国海油集团拟 ...

Financial Performance - Total revenue for 2023 was RMB 416,609 million, a slight decrease from RMB 422,230 million in 2022, representing a 1.5% decline[20]. - Net profit for 2023 was RMB 124,090 million, down from RMB 141,677 million in 2022, reflecting a decrease of 12.5%[20]. - The company expects total revenue for 2024 to be approximately RMB 420,506 million, indicating a projected growth of 0.9%[20]. - The total assets of the company are approximately RMB 1,056.3 billion[10]. - The total assets increased to RMB 1,005,598 million in 2023, up from RMB 929,031 million in 2022, marking an increase of 8.2%[21]. - The total liabilities for 2023 were RMB 337,722 million, a slight increase from RMB 330,648 million in 2022, reflecting a growth of 2.0%[21]. - The company achieved an annual operating revenue of RMB 420.5 billion and a net profit attributable to shareholders of RMB 137.9 billion, maintaining a high level of profitability[33]. Production and Reserves - As of December 31, 2024, the company holds net proven reserves of 7.27 billion barrels of oil equivalent, with an annual net production of 726.8 million barrels of oil equivalent[10]. - Total production in 2023 reached 1,801,692 BOE per day, an increase of 9.0% compared to 1,652,718 BOE per day in 2022[23]. - The company reported a total of 1,345,117 BOE per day in China for 2024, which is a forecasted increase of 5.3% from 1,277,725 BOE per day in 2023[23]. - Proven oil reserves in China increased from 1,952.6 million barrels in 2020 to 3,102.9 million barrels in 2024, representing a growth of 58.7%[25]. - The total net proven reserves (in million barrels of oil equivalent) increased from 5,001.2 in 2020 to 6,905.9 in 2024, marking a growth of 38.1%[25]. - The company achieved a record oil and gas production of 726.8 million barrels of oil equivalent in 2023, a year-on-year increase of 7.2%[31]. - The reserve replacement ratio reached 167% in 2023, indicating strong resource replenishment capabilities[30]. Dividends and Shareholder Returns - The company proposes a final dividend of HKD 0.66 per share (tax included) for the year 2024, totaling HKD 1.40 per share when combined with the interim dividend of HKD 0.74 per share[4]. - The company plans to maintain its dividend payout despite potential changes in the total number of issued shares[4]. - The company plans to maintain a dividend payout ratio of no less than 45% from 2025 to 2027, subject to shareholder approval[34]. Technological Advancements and Development - The company is committed to low-carbon development and technological advancements in its operations[21]. - Significant technological advancements were made, including the successful deployment of Asia's first deepwater jacket and the first mobile heating platform in offshore operations[38]. - The company emphasizes the integration of exploration and development to enhance resource conversion efficiency[45]. - The company is focusing on large and medium-sized oil and gas fields in 2025, with a strategic shift towards gas production[45]. Risk Management and Compliance - The company emphasizes the importance of risk management and internal control, stating that its systems are effective as of December 31, 2024[87]. - The company faces risks from fluctuating oil and gas prices, which can significantly affect its business, cash flow, and profitability[94]. - The company operates in sensitive environmental and politically unstable regions, which poses health, safety, security, and environmental (HSSE) risks[96]. - The company has implemented a risk management and internal control framework to manage risks associated with achieving business objectives[159]. - The company has integrated ESG risk management into its regular risk management processes, identifying at least six categories of ESG risks, including climate change and data privacy, for centralized management[160]. Corporate Governance - The board of directors emphasizes that the financial reports are prepared in accordance with both Chinese and international accounting standards, audited by Ernst & Young[3]. - The company has received multiple awards for its corporate governance and ESG performance, including the "Outstanding Enterprise Contribution Award" for the 75th anniversary of New China and the "Best ESG" award from Institutional Investor magazine[117]. - The company is committed to maximizing shareholder value and strictly adheres to corporate governance policies in compliance with the Hong Kong Stock Exchange listing rules[119]. - The company has established a professional investor relations department to enhance communication with shareholders and investors[184]. Exploration and Global Operations - The company is focused on expanding its operations in various regions, including Asia, Africa, North America, South America, Oceania, and Europe[10]. - The company successfully secured 10 oil contracts in Mozambique, Brazil, and Iraq, enhancing its position as a global industry leader[32]. - The company holds a 50% stake in BC ENERGY INVESTMENTS CORP. in Argentina, enhancing its presence in South America[71]. - The company signed oil contracts for five blocks in Mozambique in 2024, expanding its exploration portfolio in Africa[66]. Employee and Board Diversity - The company has a total of 3,706 female employees, representing 17% of the total workforce, with 16% of senior management positions held by women[126]. - The board has adopted a diversity policy aimed at enhancing corporate governance and ensuring diversity among board members, considering factors such as gender, age, cultural background, and professional experience[126]. - The company emphasizes equal opportunities in recruitment, training, and promotion, fostering a culture of respect and inclusion[126]. Environmental and Social Responsibility - The company completed green electricity replacement of 760 million kilowatt-hours, contributing to its green transformation initiatives[38]. - The company has invested RMB 133.12 million in social responsibility initiatives in 2024, including RMB 132.85 million in cash donations[84]. - CNOOC aims to integrate offshore wind power with oil and gas production, promoting green and low-carbon development initiatives[82].

证券代码：600938 证券简称：中国海油 公告编号：2025-011 中国海洋石油有限公司 关于实际控制人增持公司股份计划的公告 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： 中国海油集团拟自本公告日起12个月内通过上海证券交易所交易系统及香 港联合交易所有限公司系统增持公司A股及港股股份（含港股通），拟增持金额 累计不少于人民币20亿元（含本数），不超过人民币40亿元（含本数）。 中国海洋石油有限公司（简称"中国海油"或"公司"）于2025年4月8日接 到公司实际控制人中国海洋石油集团有限公司（简称"中国海油集团"）的通知， 基于对公司未来发展前景的信心和对资本市场长期投资价值的认可，中国海油集 团计划于本公告日起的12个月内增持公司A股和港股股份（简称"本次增持计 划"），现将有关情况公告如下： （含港股通）。 （三）增持金额：拟用于增持A股和港股股份的金额累计不少于人民币20亿 元（含本数），不超过人民币40亿元（含本数）。 （四）实施期限：综合考虑市场波动、资金安排、境内外监管要求等因素并 为保障本 ...