Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced the progress of its actual controller's shareholding increase plan, which aims to enhance shareholder confidence and stabilize the stock price amid market fluctuations [2][6]. Group 1: Shareholding Increase Plan - CNOOC's actual controller, China National Offshore Oil Group, plans to increase its shareholding by investing between RMB 20 billion and RMB 40 billion over a 12-month period starting from April 9, 2025 [2][3]. - As of October 8, 2025, the actual controller has acquired 22,098,000 shares of CNOOC's Hong Kong stock, representing 0.05% of the total share capital, with a total investment of RMB 331,506,654 (excluding taxes) [2][6]. - The implementation of the shareholding increase plan may be affected by changes in the capital market and other unpredictable risk factors [4][6]. Group 2: Dividend Distribution - CNOOC announced a mid-term dividend distribution for 2025, with a cash dividend of RMB 0.66612 per A-share (including tax) [9][12]. - The total cash dividend distribution amounts to RMB 1,991,698,800 (including tax), based on 2,990,000,000 A-shares [12][14]. - The dividend will be distributed to all A-share shareholders registered with the China Securities Depository and Clearing Corporation Limited [10][12].

Core Insights - On October 9, Shanghai Electric made its first appearance on the Hong Kong Stock Connect active trading list in a month, with a trading volume of 2.11 billion HKD and a net buying amount of 106 million HKD, resulting in a price increase of 17.40% on that day [2]. Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect on October 9 was 86.688 billion HKD, accounting for 40.59% of the total trading amount, with a net selling amount of 3.176 billion HKD [2]. - The top traded stock was SMIC, with a trading volume of 22.663 billion HKD, followed by Alibaba-W at 21.901 billion HKD and Hua Hong Semiconductor at 9.591 billion HKD [2]. - The most frequently listed stocks in the past month were Alibaba-W and Tencent Holdings, each appearing 16 times, indicating strong interest from Hong Kong Stock Connect investors [2]. Individual Stock Performance - Shanghai Electric's trading performance on October 9 included a trading volume of 2.112 billion HKD and a net buying amount of 106 million HKD, with a significant price increase of 17.40% [2]. - Other notable stocks included Tencent Holdings with a trading volume of 5.707 billion HKD and a slight decrease of 0.07%, and SMIC with a trading volume of 22.663 billion HKD and a decrease of 6.70% [2].

Market Overview - On October 9, the Hang Seng Index fell by 0.29%, closing at 26,752.59 points, with a total net inflow of HKD 3.043 billion through the southbound trading channel [1][3] - The total trading volume for the southbound trading was HKD 213.566 billion, with a net buy of HKD 3.043 billion [1] Stock Performance - In the Shanghai-Hong Kong Stock Connect, the top traded stock was Alibaba-W with a trading volume of HKD 1,398.40 million, followed by SMIC and Hua Hong Semiconductor with trading volumes of HKD 1,369.73 million and HKD 652.64 million, respectively [1][2] - In terms of net buying, ZTE Corporation had the highest net inflow of HKD 37.82 million, with its stock price increasing by 12.40% [1][2] - Conversely, Alibaba-W experienced the largest net outflow of HKD 75.05 million, with its stock price declining by 2.42% [1][2] Shenzhen-Hong Kong Stock Connect - In the Shenzhen-Hong Kong Stock Connect, SMIC was the most actively traded stock with a trading volume of HKD 896.55 million, followed by Alibaba-W and Hua Hong Semiconductor with trading volumes of HKD 791.68 million and HKD 306.47 million, respectively [2] - Kuaishou-W had the highest net inflow of HKD 73.91 million, with its stock price rising by 3.56% [2] - SMIC also faced significant net outflow, totaling HKD 204.86 million, with its stock price dropping by 6.70% [2]

实施进展： 关键风险提示： 其他要点： 增持主体：中国海洋石油集团有限公司（实际控制人） 增持期间：2025年4月9日至2026年4月8日（12个月） 计划增持金额：20-40亿元人民币 中国海油实际控制人增持进展公告要点解读 增持计划概况： 截至2025年10月8日，已通过港股通增持港股22,098,000股 累计增持金额：3.32亿元（不含税费） 增持股份占总股本比例：0.05% 增持计划期间已过半，但实际增持金额未达计划下限50% 主要受股票市场价格波动及资本市场整体趋势影响 集团承诺将继续择机增持，并在增持期间及法定期限内不减持 增持方式：港股通集中竞价交易 资金来源：自有资金 不会导致控股股东及实际控制人变化 ...

Company News - Sunny Optical Technology (02382.HK) plans to transfer Shanghai Aolai for approximately 1.903 billion yuan and invest in GoerTek to jointly develop AI/AR optical business [2] - Orient Overseas International (00316.HK) reported a 8.3% decrease in shipping revenue for the first nine months, totaling approximately 6.696 billion USD, with an overall load factor down 1.5% and average revenue per standard container down 12.4% compared to the same period last year [2] - Xiehe New Energy (00182.HK) reported a 0.31% decrease in equity power generation for the first nine months, totaling 6,464.54 GWh, while solar equity power generation increased by 30.69% year-on-year [2] - Fast Retailing (06288.HK) announced annual results for the year ending August 31, 2025, with revenue of 3.400539 trillion yen, a year-on-year increase of 9.6%, and net profit of 433.009 billion yen, up 16.4% [3] - Dongfeng Motor Group (00489.HK) reported cumulative vehicle sales of 1.3168 million units for the first nine months, a year-on-year decline of approximately 3.6% [4] - Gemdale Property (00535.HK) reported a cumulative contract sales amount of approximately 8.533 billion yuan for the first nine months, a year-on-year decrease of 39.81% [4] - Baolong Real Estate (01238.HK) reported a contract sales total of approximately 5.431 billion yuan for the first nine months, down 43.64% year-on-year [4] - Zhengrong Real Estate (06158.HK) reported a cumulative contract sales amount of approximately 3.288 billion yuan for the first nine months, a year-on-year decrease of 32.8% [4] - JINGRUI Holdings (01862.HK) reported a contract sales amount of 740 million yuan for the first nine months, a year-on-year decrease of 49.52% [5] - China Wisdom Energy (01004) withdrew its liquidation petition [5] Shareholding Changes - Flat Glass Group (06865.HK) saw some shareholders and directors reduce their holdings by a total of 29.9803 million shares [6] - CNOOC Services (02883.HK) reported that its controlling shareholder, China National Offshore Oil Corporation, increased its holdings by 16.008 million H-shares over the past six months [6] - China National Offshore Oil Corporation (00883.HK) reported that its actual controller increased its holdings by 22.098 million shares in the past six months [6] - Tencent Holdings (00700.HK) repurchased 816,000 shares at a cost of 551 million HKD, with repurchase prices ranging from 666 to 680.5 HKD [6]

格隆汇10月9日丨中国海油(600938.SH)公布，截至2025年10月8日，中国海油集团累计增持公司港股股 份2209.8万股，占公司总股本的0.05%，增持金额为人民币3.32亿元（不含税费）。 ...

中国海洋石油(00883)发布公告，于2025年4月9日至2025年10月8日期间，公司实际控制人中国海油 （600938）集团通过港股通交易系统累计增持公司港股股份2209.8万股，约占公司已发行股份总数的 0.05%，增持金额累计人民币3.32亿元( 含税费)。上述增持实施后，中国海油集团及其一致行动人直接 或间接持有公司合计395.3亿股股份，约占公司已发行股份总数的62.13%。 ...

证券代码：600938 证券简称：中国海油 公告编号：2025-029 中国海洋石油有限公司 关于实际控制人增持公司股份进展的公告 本公司董事会、全体董事及相关股东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： | 增持主体名称 | 中国海洋石油集团有限公司 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东、实控人 | 是 | 否 | | | 控股股东、实控人的一致行动人 | 是 | 否 | | | 直接持股 5%以上股东 | 是 | 否 | | | 董事、监事和高级管理人员 | 是 | 否 | | | 其他：__________ | | | 一、增持主体的基本情况 1 已披露增持计划情况：中国海洋石油有限公司（以下简称"中国海油" 或"公司"）于 2025 年 4 月 9 日披露了《关于实际控制人增持公司股 份计划的公告》（公告编号：2025-011）。公司实际控制人中国海洋石 油集团有限公司（以下简称"中国海油集团"）计划自 2025 年 4 月 9 日起 12 个 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has increased its stake in China National Offshore Oil (00883.HK) through the Hong Kong Stock Connect, acquiring a total of 22.098 million shares, representing approximately 0.05% of the company's total issued shares, with an investment amounting to RMB 331,506,654 (excluding taxes) [1] Group 1 - The shareholding of CNOOC and its concerted parties now totals 29,530,451,273 shares, accounting for about 62.13% of the total issued shares of the company [1] - As of October 8, 2025, the actual amount invested is less than 50% of the planned lower limit due to stock market price fluctuations and overall trends in the capital market [1] - CNOOC plans to continue increasing its stake in the company using its own funds, adhering to the relevant laws and regulations of the People's Republic of China [1] Group 2 - CNOOC and its concerted parties have committed not to reduce their holdings of the company's shares during the implementation period of this increase plan and within the statutory period [1]

Group 1 - The core point of the article is that China National Offshore Oil Corporation (CNOOC) has increased its stake in China National Offshore Oil (00883) through the Hong Kong Stock Connect system, acquiring a total of 22.098 million shares, which represents approximately 0.05% of the company's total issued shares [1] - The total amount spent on this acquisition is approximately RMB 332 million, excluding taxes and fees [1] - Following this increase, CNOOC and its concerted parties hold a total of 39.53 billion shares in the company, accounting for about 62.13% of the total issued shares [1]