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 ...

中信证券股份有限公司 关于中国海洋石油有限公司 2024年度持续督导报告书 | 上市公司：中国海洋石油有限公司（以下简称"中国海油"、"公司"） | | | --- | --- | | 保荐人名称：中信证券股份有限公司（以下简称"中信证券"或"保荐人"） | | | 保荐代表人姓名：黄艺彬 | 联系电话：010-60838129 | | 保荐代表人姓名：杨巍巍 | 联系电话：021-20262361 | 经中国证券监督管理委员会《关于核准中国海洋石油有限公司首次公开发行 股票的批复》（证监许可〔2022〕632 号）的核准，中国海油首次公开发行人民 币普通股（A 股）股票 299,000 万股（含行使超额配售选择权所发新股），发行 价格人民币 10.80 元/股，本次发行最终募集资金总额为人民币 3,229,200.00 万元， 扣除发行费用后的募集资金净额为人民币 3,209,908.67 万元。上述款项已分别于 2022 年 4 月 18 日及 2022 年 5 月 23 日全部到位。安永华明会计师事务所（特殊 普通合伙）对公司本次公开发行新股的募集资金到位情况进行了审验，并于 2022 年4月18日及2 ...

中信证券股份有限公司关于 中国海洋石油有限公司持续督导 保荐总结报告书 保荐人编号：Z20374000 申报时间：2025 年 4 月 | 公司名称 | 中国海洋石油有限公司 | | | | | --- | --- | --- | --- | --- | | 英文名称 | CNOOC LIMITED | | | | | 成立日期 | 1999 年 8 日 | 月 | 20 | | | 注册地址 | 香港花园道 1 号中银大厦 | | | 65 层 | | 股票代码 | 600938.SH | | | | | 股票简称 | 中国海油 | | | | | 股票上市地点 | 上海证券交易所 | | | | 一、发行人基本情况 二、本次发行情况概述 经中国证券监督管理委员会《关于核准中国海洋石油有限公司首次公开发行 股票的批复》（证监许可〔2022〕632 号）的核准，中国海油首次公开发行人民 币普通股（A 股）股票 299,000 万股（含行使超额配售选择权所发新股），发行 价格人民币 10.80 元/股，本次发行最终募集资金总额为人民币 3,229,200.00 万元， 扣除发行费用后的募集资金净额为人民币 3, ...

中信证券股份有限公司 关于中国海洋石油有限公司 2024 年度持续督导工作现场检查报告 根据《上海证券交易所上市公司自律监管指引第 11 号——持续督导》等有 关法律、法规的规定，中信证券股份有限公司（以下简称"中信证券"或"保荐 人"）作为正在对中国海洋石油有限公司（以下简称"中国海油""公司""上市 公司"）进行持续督导工作的保荐人，对 2024 年度（以下简称"本持续督导期间"） 的规范运作情况进行了现场检查，现就现场检查的有关情况报告如下： 一、本次现场检查的基本情况 （一）保荐人 中信证券股份有限公司 （三）现场检查人员 杨巍巍、王天阳 （四）现场检查时间 2025 年 3 月 21 日、3 月 31 日 （五）现场检查内容 现场检查人员对本持续督导期内发行人公司治理和内部控制情况、信息披露 情况、公司的独立性以及与控股股东、实际控制人及其他关联方资金往来情况、 募集资金使用情况、关联交易、对外担保、重大对外投资情况、经营状况等方面 进行了现场检查，具体检查内容详见本报告"二、本次现场检查主要事项及意见"。 （二）保荐代表人 黄艺彬、杨巍巍 （六）现场检查手段 1 本次现场检查的手段主要包括资料查阅 ...

金融界4月3日消息，上证指数低开高走，中证沪港深500上游指数 (沪港深500上游，H30561)报2238.79 点。 数据统计显示，中证沪港深500上游指数近一个月上涨6.72%，近三个月上涨2.31%，年至今上涨 0.96%。 从指数持仓来看，中证沪港深500上游指数十大权重分别为：中国海洋石油（13.46%）、紫金矿业 （12.36%）、中国神华（5.47%）、中国石油股份（5.39%）、中国神华（4.36%）、紫金矿业 （4.16%）、中国石油化工股份（4.04%）、中国石油（3.97%）、中国石化（3.6%）、陕西煤业 （3.36%）。 从中证沪港深500上游指数持仓的市场板块来看，上海证券交易所占比54.67%、香港证券交易所占比 34.71%、深圳证券交易所占比10.62%。 从中证沪港深500上游指数持仓样本的行业来看，石油与天然气占比33.99%、贵金属占比21.55%、煤炭 占比18.74%、工业金属占比14.43%、稀有金属占比8.32%、其他非金属材料占比1.32%、其他有色金属 及合金占比0.95%、油气开采与油田服务占比0.70%。 资料显示，该指数系列样本每半年调整一次，样本调 ...

Investment Rating - The report maintains a "Buy" rating for the ion exchange resin industry, indicating a strong potential for investment returns exceeding 15% over the next 6-12 months [5]. Core Insights - The demand for ion exchange resins is rapidly growing, particularly in emerging fields such as nuclear industry, biomedicine, and electronic applications, which presents significant development opportunities for the industry [3]. - The high-end market for ion exchange resins is dominated by international leaders, while domestic companies are making strides in localizing production and enhancing competitiveness [2]. - The report emphasizes the importance of new separation and purification processes in various industries, highlighting the critical role of ion exchange resins in ensuring operational efficiency and product quality [3]. Summary by Sections Industry Overview - Ion exchange resins are versatile organic polymers used for separation and purification processes across various sectors, including pharmaceuticals, food processing, and environmental protection [1]. - The industry is witnessing increased R&D investments and market expansion, leading to the development of specialized resins with unique functionalities [1]. Market Competition - The ion exchange resin market is structured into three tiers: leading multinational corporations (e.g., Dow Chemical, Lanxess) dominate the high-end market, while domestic players (e.g., Bluestar Technology, ZG Co.) are advancing in local market share and international brand recognition [2]. - Smaller enterprises in the industry face challenges due to limited resources and technology, primarily serving as suppliers or niche players [2]. Future Prospects - The report forecasts robust growth in the ion exchange resin market driven by increasing demand in nuclear power, metallurgy, and other high-tech industries, with significant potential for domestic companies to replace imports [3]. - Key companies to watch include Bluestar Technology and ZG Co., which are positioned to benefit from the ongoing trend of domestic substitution and product upgrades [3].

Group 1 - The core viewpoint of the news is that China National Offshore Oil Corporation (CNOOC) has shown a positive stock performance with a closing price of 26.52 yuan, up 2.12%, and a rolling price-to-earnings (PE) ratio of 9.14 times, which is below the industry average of 12.18 times [1] - CNOOC's total market capitalization is reported at 1,260.494 billion yuan, ranking 10th in the oil industry based on PE ratios [2] - As of February 28, 2025, CNOOC has 223,903 shareholders, an increase of 43,943 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - CNOOC's main business activities include the exploration, development, production, and sales of crude oil and natural gas, with primary products being crude oil and natural gas [1] - For the fiscal year 2024, CNOOC reported operating revenue of 420.506 billion yuan, a year-on-year increase of 0.94%, and a net profit of 137.936 billion yuan, reflecting a year-on-year growth of 11.00%, with a gross profit margin of 53.63% [1]

Market Overview - The Hong Kong stock market showed positive movement in the morning, with the Hang Seng Index rising by 0.38% to close at 23,206.84 points, with a total turnover of 250.23 billion HKD [1] - Global uncertainties are increasing, leading to a cautious approach in the Hong Kong market, with upcoming data on consumption and real estate being key focus areas [1] Blue-Chip Stocks Performance - Xiaomi Group-W (01810) experienced a significant drop of 5.49%, closing at 46.5 HKD, impacting the Hang Seng Index negatively by 78.78 points [2] - Other blue-chip stocks showed mixed results, with CSPC Pharmaceutical Group (01093) rising by 10.93% and contributing 7.33 points to the index, while China Overseas Development (00688) fell by 4.46% [2] Sector Performance Pharmaceutical Sector - The pharmaceutical sector saw strong performance, with stocks like Yiming Pharmaceutical-B (01541) rising by 19.86% and Kangfang Biotech (09926) increasing by 12.86% [3] - The market anticipates policy optimizations in drug procurement, which is expected to benefit domestic pharmaceutical innovation [3] Oil Sector - Oil stocks generally rose, with CNOOC (00883) increasing by 2.7% and PetroChina (00857) up by 2.07% [4] - Concerns over geopolitical tensions have led to a rise in international oil prices, with projections for Brent crude oil prices to reach 70-75 USD per barrel by 2025 [4] Real Estate Sector - The real estate sector showed mixed results, with companies like Midea Real Estate (03990) rising by 12.04%, while China Overseas Development (00688) fell by 4.46% [6] - Data indicates a decline in sales for major real estate firms, with a 9.8% year-on-year drop in sales for the first quarter [6] Company Earnings Reports - Midea Real Estate reported a revenue of 3.73 billion HKD, a 33% increase, and a core net profit of 500 million HKD, up 25% [7] - China Overseas Development's revenue decreased by 8.58% to 185.15 billion HKD, with a profit drop of 38.95% [7] Notable Stock Movements - Lao Pu Gold (06181) reached a new high, closing up 19.07% at 868 HKD, with a significant increase in sales and net profit [8] - Haijia Medical (06078) rose by 9.97% after its founder increased shareholding, indicating confidence in the company's future [9] - XPeng Motors-W (09868) reported a 268% year-on-year increase in vehicle deliveries, reaching 33,205 units in March 2025 [10] - Pop Mart (09992) saw a 4.98% increase, with a reported revenue growth of 106.9% and a target to exceed 20 billion RMB in revenue this year [11]