Group 1 - Southbound funds net bought Hong Kong stocks worth 93.5808 million HKD today [1] - Notable net purchases include SMIC at 1.084 billion HKD, Hua Hong Semiconductor at 585 million HKD, Pop Mart at 141 million HKD, and Sanhua Intelligent Control at 129 million HKD [1] - Significant net sales were observed in China Mobile at 1.074 billion HKD, Alibaba Health at 461 million HKD, and CNOOC at 108 million HKD [1] Group 2 - Southbound funds have net bought Tencent for 8 consecutive days, totaling 9.68457 billion HKD [1] - Alibaba has seen net purchases for 5 consecutive days, amounting to 4.42446 billion HKD [1] - China Mobile has experienced net sales for 10 consecutive days, totaling 8.06248 billion HKD [1]

Group 1 - The core viewpoint of the news is that China National Offshore Oil Corporation (CNOOC) has experienced a decline in stock price and significant changes in trading activity, indicating potential market volatility [1][2]. - As of January 16, CNOOC's stock price decreased by 2.03% to 29.43 CNY per share, with a total market capitalization of 1,398.807 billion CNY [1]. - The company has seen a year-to-date stock price decline of 2.49%, but has shown some recovery in the last five days with a 2.40% increase [2]. Group 2 - CNOOC's main business involves the exploration, production, and sales of crude oil and natural gas, with revenue composition being 82.73% from oil and gas sales, 14.96% from trading, and 2.31% from other activities [2]. - As of September 30, CNOOC reported a total revenue of 312.503 billion CNY for the first nine months of 2025, a year-on-year decrease of 4.15%, and a net profit of 101.971 billion CNY, down 12.59% year-on-year [3]. - The company has distributed a total of 255.995 billion CNY in dividends since its A-share listing, with 179.051 billion CNY distributed over the last three years [4].

Core Viewpoint - The oil and gas ETF Huatai Fuhua (159309) opened down by 1.69% at 1.220 yuan, reflecting a mixed performance among its major holdings [1] Group 1: ETF Performance - The performance benchmark for the oil and gas ETF Huatai Fuhua (159309) is the CSI Oil and Gas Resource Index return rate [1] - Since its establishment on May 31, 2024, the fund has achieved a return of 24.34%, with a monthly return of 11.03% [1] Group 2: Major Holdings Performance - Major holdings include: - Jereh Group opened up by 1.04% - China National Offshore Oil Corporation (CNOOC) down by 1.46% - China Petroleum down by 0.70% - China Petrochemical down by 0.34% - China Merchants Energy down by 2.02% - Guanghui Energy unchanged at 0.00% - COSCO Shipping Energy down by 2.03% - China Merchants South Oil down by 0.89% - CNOOC Engineering down by 1.30% - Intercontinental Oil and Gas down by 1.97% [1]

1月15日恒生指数下跌0.28%，报收26923.62点，全天南向资金通过港股通渠道合计净卖出15.15亿港 元。 证券时报·数据宝统计，1月15日港股通全天合计成交金额为1198.34亿港元，成交净卖出15.15亿港元。 具体来看，沪市港股通成交金额746.97亿港元，成交净买入19.30亿港元；深市港股通成交金额451.37亿 港元，成交净卖出34.46亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为84.25亿港元，成交金额居 首；其次是腾讯控股、中芯国际，成交金额分别为33.70亿港元、28.12亿港元。以净买卖金额统计，阿 里巴巴-W净买入额为17.90亿港元，净买入金额居首，该股收盘股价下跌2.60%。净卖出金额最多的是 中国移动，净卖出7.91亿港元，收盘股价下跌0.25%。 （文章来源：证券时报网） 1月15日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 842 ...

（文章来源：证券时报网） 1月15日恒生指数下跌0.28%，南向资金全天合计成交金额为1198.34亿港元，其中，买入成交591.59亿 港元，卖出成交606.75亿港元，合计净卖出金额15.15亿港元。具体来看，港股通（深）累计成交金额 451.37亿港元，买入成交208.46亿港元，卖出成交242.92亿港元，合计净卖出金额34.46亿港元；港股通 （沪）累计成交金额746.97亿港元，买入成交383.14亿港元，卖出成交363.83亿港元，合计净买入金额 19.30亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额128.76亿港 元，腾讯控股、中芯国际成交额紧随其后，分别成交50.96亿港元、41.49亿港元。以净买卖金额统计， 净买入的个股共有8只，阿里巴巴-W净买入额为19.76亿港元，净买入金额居首，该股收盘股价下跌 2.60%，腾讯控股净买入额为6.43亿港元，中芯国际净买入额为1.81亿港元。净卖出金额最多的是中国 移动，净卖出7.91亿港元，该股收盘股价下跌0.25%，小米集团-W、中国海洋石油遭净卖出4.91亿港 元、3.66亿港元。 今日上榜个股 ...

Core Insights - On January 15, 2026, Alibaba-W (09988), Tencent Holdings (00700), and SMIC (00981) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 84.25 billion, 33.70 billion, and 28.12 billion respectively [1][2] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and Xiaomi Group-W (01810) also ranked as the top three, with trading amounts of 44.51 billion, 17.26 billion, and 14.74 billion respectively [1][2] Southbound Stock Connect Trading Activity - The top three active companies in the Southbound Stock Connect by trading amount were: - Alibaba-W (09988): 84.25 billion with a net buy of +17.90 billion - Tencent Holdings (00700): 33.70 billion with a net buy of +6.63 billion - SMIC (00981): 28.12 billion with a net buy of +3.57 billion [2] - Other notable companies included: - China Mobile (00941): 17.74 billion with a net sell of -7.91 billion - China National Offshore Oil (00883): 14.80 billion with a net sell of -6.66 billion [2] Shenzhen-Hong Kong Stock Connect Trading Activity - The top three active companies in the Shenzhen-Hong Kong Stock Connect by trading amount were: - Alibaba-W (09988): 44.51 billion with a net buy of +1.86 billion - Tencent Holdings (00700): 17.26 billion with a net sell of -2042.91 million - Xiaomi Group-W (01810): 14.74 billion with a net sell of -4.91 billion [2] - Other notable companies included: - China National Offshore Oil (00883): 11.74 billion with a net buy of +3.00 billion - Meituan-W (03690): 7.07 billion with a net buy of +1.28 billion [2]

Group 1 - China National Offshore Oil Corporation (CNOOC) has applied for a patent related to a simulation method for fine particle aggregation and migration in porous media, with publication number CN121328250A and application date set for September 2025 [1] - The patent involves a simulation technology that creates a Discrete Element Model (DEM) based on a linear dipole model, fluid in porous media, and multiple coarse and fine particles [1] - The simulation method iteratively calculates porosity, flow rate, and pressure data until certain stopping conditions are met, allowing for the simulation of fine particle aggregation phenomena and migration characteristics [1] Group 2 - CNOOC was established in 1983 and is primarily engaged in oil and gas extraction, with a registered capital of 11,380 million RMB [2] - CNOOC has made investments in 44 companies, participated in 5,000 bidding projects, and holds 280 trademark records and 5,000 patent records [2] - CNOOC Research Institute, founded in 2000, also focuses on oil and gas extraction with a registered capital of 172.707 million RMB, having participated in 855 bidding projects and holding 1,579 patent records [2]

Group 1 - The city of Zhanjiang has implemented 2,367 major provincial and municipal projects over the past five years, with a total investment of 440 billion yuan, ranking first in the Guangdong East-West North region [1] - By 2025, Zhanjiang's industrial added value is expected to exceed 100 billion yuan [1] - During the "14th Five-Year Plan" period, Zhanjiang has established a leading industrial system focused on "four greens and one blue," including green steel, green petrochemicals, green energy, green food, and blue ocean economy [1] Group 2 - The green steel industry, led by Baosteel Zhanjiang Iron and Steel Company, has an annual output value exceeding 60 billion yuan, making it the largest steel production base in Guangdong Province [2] - The green petrochemical industry has developed a complete industrial chain including crude oil extraction, refining, and both basic and fine chemicals, with an annual output value exceeding 120 billion yuan, positioning it among the top five petrochemical bases in the province [2]

资料显示，中国海洋石油有限公司位于北京市东城区朝阳门北大街25号,香港花园道1号中银大厦65层， 成立日期1999年8月20日，上市日期2022年4月21日，公司主营业务涉及中国海洋石油有限公司是一家主 要从事原油和天然气的勘探、生产及销售的中国公司。该公司经营三个分部。勘探及生产分部从事常规 油气业务、页己油气业务、油砂业务和其他非常规油气业务。贸易业务分部从事原油转口贸易业务。公 司业务分部从事总部管理、资金管理以及研究开发等业务。该公司主要在中国、加拿大、美国、英国、 尼日利亚以及巴西等地开展业务。主营业务收入构成为：油气销售82.73%，贸易14.96%，其他(补 充)2.31%。 截至9月30日，中国海油股东户数21.65万，较上期减少7.02%；人均流通股13922股，较上期增加 7.62%。2025年1月-9月，中国海油实现营业收入3125.03亿元，同比减少4.15%；归母净利润1019.71亿 元，同比减少12.59%。 融资方面，中国海油当日融资买入1.93亿元。当前融资余额17.89亿元，占流通市值的2.02%，融资余额 超过近一年60%分位水平，处于较高位。 融券方面，中国海油1月14 ...

Group 1 - The three major oil companies in Hong Kong, namely CNOOC, PetroChina, and Sinopec, experienced significant stock price increases, with CNOOC rising nearly 3%, PetroChina up 2.5%, and Sinopec gaining over 1%, reaching new highs in the current phase [1] - Recent fluctuations in oil prices were noted, with WTI and Brent crude oil prices initially rising over 2% before dropping by 2% within a short time frame, influenced by statements from former President Trump regarding Iran [1] - The International Energy Agency (IEA) indicated that Venezuela's oil industry, after years of neglect, will require time to restore production, with current output only a small fraction of its capacity due to mismanagement, lack of investment, and sanctions [1] Group 2 - The latest stock prices and percentage changes for the major oil companies are as follows: CNOOC at 22.240 with a 2.68% increase, PetroChina at 8.460 with a 2.42% increase, Shanghai Petrochemical at 1.480 with a 1.37% increase, and Sinopec at 4.880 with a 1.24% increase [2]