Group 1 - The core viewpoint of the news is the ongoing efforts of the disciplinary inspection team at China National Offshore Oil Corporation (CNOOC) to enhance accountability and governance through face-to-face discussions with party members, marking the fifth consecutive year of comprehensive interviews [1][2]. - The inspection team emphasizes the importance of implementing Xi Jinping's directives and the central government's major decisions, integrating these into the discussions with party members to ensure effective execution in their respective areas [1][2]. - In 2023, CNOOC was included in the first round of inspections by the central government, prompting the inspection team to combine interview work with oversight of the central inspection rectification, focusing on problem identification and resolution [1][2]. Group 2 - In 2025, the interviews will focus on the implementation of the 14th Five-Year Plan and the comprehensive reform of the stationed system, addressing major political tasks such as national energy security and strict party governance [2]. - The inspection team prepares for each interview by identifying key issues in party governance related to each member's responsibilities, creating a checklist to guide discussions and suggest improvements [2]. - The team has identified high subcontracting ratios as a risk factor for both corporate development quality and potential corruption, urging reforms in the operational models of professional service companies to sever channels for利益输送 [2]. Group 3 - The inspection team incorporates the status of rectification into daily supervision and reviews the previous year's issues during subsequent interviews, ensuring accountability [3]. - Following each interview, the team holds meetings to discuss the issues raised, with members reporting on measures taken to address identified risks [3]. - The inspection team has facilitated communication and problem reporting among various leadership levels, significantly enhancing the effectiveness of oversight [3]. Group 4 - The inspection team is committed to implementing comprehensive reform requirements, focusing on effective supervision of top leaders and promoting responsible governance [4].

Group 1 - The stock markets in Shanghai, Shenzhen, and Hong Kong experienced fluctuations with significant gains in precious metals and energy equipment sectors, with the Hong Kong Stock Connect Central Enterprise Dividend ETF Southern (520660.SH) rising by 3.45% and China National Offshore Oil Corporation increasing by 4.93% [1] - The index-weighted and cyclical resource sectors are benefiting from multiple favorable factors, leading to a sustained increase in sector prosperity. Major telecom operators are expected to see improved profitability in their cloud services due to the ongoing price hikes in the North American cloud service industry [1] - The cyclical resource sector is experiencing a concentrated release of multiple favorable factors, with international oil prices slightly rising due to various supply and demand factors, including Kazakhstan oil field production halts and improved global economic growth expectations, which directly benefits oil extraction and service-related companies [1] Group 2 - The cloud computing industry's price increase trend is a significant focus, with Google Cloud announcing a price hike for data transmission services in North America, Europe, and Asia starting May 1, 2026, which reflects the industry's transition from a phase of scale expansion to value recovery [2] - Domestic telecom operators are expected to benefit from their cost advantages in cloud services, supported by strong government and enterprise customer resources and ongoing investments in computing power, which may enhance their profitability in line with the industry's price increase trend [2]

Group 1 - The core viewpoint of the news highlights the performance of the Tianhong Dividend Low Volatility ETF (560150), which rose by 0.72% with a trading volume of 8.2712 million yuan, while the underlying index, the CSI Dividend Low Volatility Index (H30269), increased by 0.47% [1][2] - Major stocks contributing to the index's performance include China National Offshore Oil Corporation (CNOOC) up by 7.40%, PetroChina up by 4.89%, Tunnel Holdings up by 2.28%, Meihua Biological Technology up by 1.48%, and Zhangjiagang Bank up by 1.35% [1] - Ping An Securities notes the scarcity of oil and gas resources in China, with leading extraction companies increasing production domestically and investing in overseas oil and gas projects, enhancing the value of quality resource endowments [1] - CITIC Construction Investment Securities emphasizes the stability of the railway and highway sectors as high dividend assets, which deserve a valuation premium due to their stable business models [1] - Factors driving dividend assets in 2026 include market return expectations potentially falling below 20%, the pace and scope of Federal Reserve interest rate cuts, and fundamental changes in dividend assets such as pricing adjustments in highways and high-speed rail [1] Group 2 - The banking sector continues to attract attention despite a relatively low preference from funds, with state-owned and joint-stock banks being particularly noted [2] - Passive fund outflows have caused disturbances in the banking sector's funding environment, but the high dividend and low valuation characteristics of banks remain appealing to long-term funds like insurance capital [2] - The Tianhong Dividend Low Volatility ETF (560150) closely tracks the CSI Dividend Low Volatility Index, which selects 50 securities with good liquidity, continuous dividends, moderate dividend payout ratios, positive growth in earnings per share, and high dividend yields with low volatility [2]

Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with major companies like Zijin Mining and Luoyang Molybdenum seeing substantial gains [1][4] - The oil and gas extraction sector also strengthened, with "three major oil companies" collectively rising, including China National Offshore Oil Corporation increasing over 7% [8] - The overall market sentiment towards resource stocks extended to other cyclical sectors such as chemicals, steel, and coal, all of which saw upward movement [1][11] Group 2: Specific Sector Performance - Precious metals led the gains in the non-ferrous metal sector, with stocks like Zhaojin Mining, Sichuan Gold, and Hunan Gold hitting the daily limit [5][7] - The chemical sector benefited from price increase themes, with specific products like epoxy propylene and glyphosate seeing price hikes [11][12] - The semiconductor sector was also active, with companies like Zhongwei Semiconductor rising over 14% after announcing price increases of 15%-50% for certain products due to supply chain pressures [14] Group 3: Economic Indicators - The US dollar index fell significantly, reaching a near four-year low, influenced by market speculation regarding potential currency interventions by the US and Japan [10] - Analysts predict that oil prices may see a bottoming out and potential recovery in mid-2026, driven by demand recovery and global inventory accumulation [10]

Market Overview - The A-share market showed mixed performance on January 28, with the Shanghai Composite Index up by 0.49%, the Shenzhen Component Index up by 0.09%, and the ChiNext Index down by 0.37% [1][13] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion CNY, an increase of 40.2 billion CNY compared to the previous day [1][13] Gold and Precious Metals - International gold prices surpassed 5200 USD, leading to a surge in the gold and non-ferrous metal sectors, with several stocks hitting the daily limit [1][13] - Zijin Mining saw a rise of over 3%, with a trading volume of 15.5 billion CNY, ranking first in the A-share market [1][13] Oil and Gas Sector - The oil and gas sector experienced significant activity, with the overall sector rising by over 4.37% [2][14] - China National Offshore Oil Corporation (CNOOC) saw its stock price increase by 7.52%, reaching a new historical high, with a total market capitalization exceeding 1.7 trillion CNY [2][14] - International oil prices rose, with light crude oil futures for March delivery closing at 62.39 USD per barrel, up by 2.9%, and Brent crude at 67.57 USD, up by 3.02% [4][16] Natural Gas Market - A winter storm in the U.S. has led to a spike in natural gas prices, with Henry Hub natural gas futures reaching 7.43 USD per million British thermal units, a 140% increase since January 16 [4][17] - The storm is expected to increase consumer spending on natural gas and electricity, with the largest U.S. power grid operator predicting record winter electricity demand [5][17] - U.S. natural gas production fell by 9% on January 25, primarily in Texas and the central regions, with a projected 30% decrease in liquefied natural gas exports due to domestic prices exceeding international prices [5][17] Semiconductor Sector - The semiconductor sector is experiencing a price increase, with companies like Zhongwei Semiconductor announcing price hikes of 15% to 50% for various products due to supply-demand pressures [7][19] - Other companies, such as Guokai Microelectronics, have also issued price increase notices, with some products seeing price hikes of up to 80% [11][23] - The demand for AI computing power is driving this price surge, with expectations of a 28% increase in global AI server shipments by 2026 [11][23]

Market Overview - On January 28, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.49% while the ChiNext Index fell by 0.37% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - Over 3,500 stocks in the market declined, with sectors such as photovoltaic, wind power, pharmaceuticals, and robotics experiencing significant losses [1] Gold and Precious Metals - The precious metals sector continued to rise, with notable performances from companies like China Gold (600916) achieving four consecutive trading limits, and Hunan Gold (002155) achieving three consecutive limits [1] - The spot price of gold reached $5,240 per ounce, with a daily increase of over 1%, while silver prices surpassed $115 per ounce [1] - Domestic gold jewelry prices have adjusted to over 1,600 yuan per gram due to the surge in international gold prices [1] Oil and Gas Sector - Oil and gas stocks became active again, with Sinopec Oilfield Services (600871) hitting the daily limit and China National Offshore Oil Corporation (600938) rising over 7% to reach a market value of 1,097.1 billion yuan [2] - The price of natural gas in the U.S. surged due to a large winter storm, with Henry Hub natural gas futures reaching $7.43 per million British thermal units, a 140% increase since January 16 [2] Semiconductor and Technology - The storage chip sector showed strength, with companies like Purun Co. rising over 15% to set new historical highs [4] - Samsung Electronics and SK Hynix have significantly raised prices for LPDDR memory used in iPhones, with increases exceeding 80% for Samsung and nearly 100% for SK Hynix [4] - The computing rental concept also gained traction, with Meili Cloud (000815) hitting the daily limit and other tech companies following suit [4] Aluminum and Real Estate - The electrolytic aluminum sector saw a continuous rise, with China Aluminum (601600) hitting the daily limit and reaching its highest level since December 2009 [5] - The real estate sector experienced a surge, with Yingxin Development (000620) hitting the daily limit, and signs of recovery in first-tier cities' markets [5] Hong Kong Market - On January 28, the snack company "Mingming Hen Mang" made its debut on the Hong Kong Stock Exchange, receiving nearly 1,900 times subscription during the public offering phase [5] - The stock surged by 88.08% at the opening, with a market value exceeding 90 billion Hong Kong dollars at one point [5]

近日，驻中国海油纪检监察组组长钟庆明与8位党组成员一对一、面对面开展约谈。这已经是该组连续 第5年全覆盖约谈党组成员，也是全面派驻改革后的首次约谈。5年来，约谈工作在坚持中不断深入深 化，成为贯通落实"两个责任"的有力抓手和加强党组班子建设的重要载体。 驻中国海油纪检监察组始终把学习贯彻习近平总书记重要指示批示精神和党中央重大决策部署作为约谈 的首要方面，推动党组成员结合分管领域，深入思考贯彻落实的具体思路和方法举措。 2023年，党中央把包括中国海油在内的中管企业列为首轮巡视对象。驻中国海油纪检监察组把约谈工作 和中央巡视整改监督相结合，围绕反馈问题"怎么看""怎么改""怎么治"等深入交换意见，督促以思想认 识到位，带动整改落实到位。 2024年，多起腐败案件被集中查处，揭开了政治生态存在的深层次问题。围绕监督推动以案促改促治， 驻中国海油纪检监察组把学习领会习近平总书记关于反腐败斗争形势"两个仍然"的重大判断作为约谈的 重要内容，与党组成员深入研讨分析。 约谈中，多名党组成员表示在监督提醒中感受到了关心关爱。"每年接受派驻纪检监察组约谈已经成为 习惯，希望能够常态化开展谈话交流。"有党组成员表示。 为增强 ...

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

每经AI快讯，1月28日，港股石油股持续走强，中石化油服涨超17%，中国海洋石油、中国石油股份涨 超4%，中国石油化工股份涨超3%。 ...

此外，因一场严重冬季风暴横扫全美、令能源基础设施和电网承压，美国石油生产商在上周末损失的产 量最高达200万桶/日，约占全国产量的15%。华泰证券研报指出，地缘溢价已导致淡季油价筑底反弹， 随着需求回升及全球性储备性累库，26Q2-Q3油价有望见底上探。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.540 | 4.34% | | 00338 | 上海石油化工股 | 1.550 | 4.03% | | 00857 | 中国石油股份 | 9.180 | 4.20% | | 02883 | 中海油田服务 | 8.910 | 3.73% | | 00386 | 中国石油化工股 | 5.420 | 3.04% | | 00135 | 昆仑能源 | 7.990 | 0.50% | 港股石油股继续涨势，中国海洋石油、中国石油股份、上海石油化工均涨超4%，其中，中海油刷新历 史新高价，中海油田服务涨3.7%，中国石油化工涨3%。 消息上，负责中东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场 ...