股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國海洋石油有限公司 | | | 呈交日期: | 2026年2月5日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 FF301 (A). 股份期權（根據發行人的股份期權計劃） 不適用 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 1. 股份分類 普通股 股份類別 不適用 於香港聯交所上市 (註1) 是 證券代號 (如上市) 00883 說明 於香港聯交所上市的股份（「香港股份」） 多櫃檯證券代號 80883 RMB 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 44,539,953,984 0 44,539,953,984 增加 / 減少 (-) 本月底結存 44,539,953,984 0 44,539,953,984 足夠公眾持股量的確認(註4 ...

Group 1 - The oil and gas ETF Huatai Fuhua (159309) opened down 0.14% at 1.378 yuan [1] - Major holdings in the ETF include China National Petroleum Corporation (up 0.47%), China National Offshore Oil Corporation (up 0.97%), and Sinopec (up 0.15%) [1] - The ETF's performance benchmark is the CSI Oil and Gas Resources Index return rate, managed by Huatai Fuhua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on May 31, 2024, the ETF has returned 37.83%, with a one-month return of 19.76% [1]

Core Insights - The "2026 China Oil and Gas Engineering Technology Exchange Conference and New Technology and Achievement Exhibition" will be held in Chengdu from April 15 to 17, aiming to gather global oil and gas elites for industry innovation and breakthroughs [1][2] Group 1: Conference Overview - The conference will feature a high-level international exchange platform with participation from major domestic oil and gas groups such as China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), alongside international giants like ExxonMobil, Shell, BP, and Total [1][2] - The core theme of the conference is "Creating Oil and Gas Engineering Technology Tools to Promote High-Quality Development of Oil and Gas Exploration and Development," focusing on innovative breakthroughs in core engineering technologies [1][2] Group 2: Conference Structure - The conference will consist of an opening ceremony, invited reports, technical forums, and achievement displays, with domestic and international experts sharing insights on the latest technological advancements and industry trends [2] - Technical forums will cover five specialized topics, including intelligent drilling and completion technology, geophysical exploration, reservoir fracturing, deepwater unconventional oil and gas engineering, and well control safety [2] Group 3: Objectives and Impact - The conference aims to bridge the gap between industry, academia, and research, enhancing the international competitiveness of China's oil and gas engineering technology and promoting the independent upgrading of domestic equipment and processes [3] - The event is expected to foster industry consensus and promote technological collaboration, providing strong support for the high-quality development of the oil and gas engineering sector [2][3]

Group 1 - The Freedom Cash Flow ETF CSI All Index (561080) closed down 1.55% at 1.330 yuan with a trading volume of 8.4067 million yuan [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) down 1.12%, SAIC Motor up 0.14%, Gree Electric Appliances down 0.33%, COSCO Shipping Holdings up 0.07%, Muyuan Foods down 0.15%, Aluminum Corporation of China down 6.77%, TCL Technology down 0.61%, Baosteel down 1.52%, Great Wall Motors up 1.06%, and Chint Electric down 4.14% [1] - The ETF's performance benchmark is the CSI All Index Free Cash Flow Index, managed by Huaan Fund Management Co., Ltd. The fund has returned 35.06% since its inception on April 23, 2025, and 7.11% over the past month [1]

Group 1: Market Overview - On February 4, the Hong Kong stock market saw a net inflow of capital from Northbound trading amounting to HKD 133.73 billion, with HK Stock Connect (Shanghai) contributing HKD 73.93 billion and HK Stock Connect (Shenzhen) contributing HKD 59.8 billion [2] - The most net bought stocks included Tencent (00700), Alibaba-W (09988), and Southern Hang Seng Technology (03033), while the most net sold stocks were SMIC (00981) and Hua Hong Semiconductor (01347) [2][8] Group 2: Stock Performance - Tencent Holdings received a net inflow of HKD 20.66 billion, with a buy amount of HKD 52.05 billion and a sell amount of HKD 31.40 billion [3] - Alibaba-W had a net inflow of HKD 2.16 billion, with a buy amount of HKD 16.82 billion and a sell amount of HKD 14.66 billion [3] - SMIC experienced a net outflow of HKD 2.76 billion, with a buy amount of HKD 8.86 billion and a sell amount of HKD 11.62 billion [3] Group 3: Sector Insights - The telecommunications sector, including China Mobile, is facing pressure from an increase in value-added tax rates, which is expected to impact net profits by 2026 [7] - The optical fiber industry is experiencing a price increase trend, with expectations of continued price growth due to rising demand from telecom operators and pre-holiday stockpiling [7] - Xiaomi Group-W reported a net inflow of HKD 7.65 billion, attributed to strong electric vehicle deliveries and ongoing investments in AI and robotics [6] Group 4: Strategic Developments - Junda Co. (钧达股份) has signed a strategic cooperation framework agreement with Shangyi Optoelectronics to develop flexible perovskite technology for space applications [8] - Bubble Mart (泡泡玛特) announced plans to establish its European headquarters in London, with plans to open 27 new stores in the UK, creating over 150 jobs [7]

截至今日（4日）上午11點35分，中海油最新報23.6元，暫升1.03%。阻力位是24.5元（一級阻力）和25.9元（二級阻力），短期支持位分別為22.1元（一級 支持）和20.8元（二級支持）。目前股價處於支撐與阻力中間區域，後續需關注能否突破阻力或守住支撐，確定下一步走勢。 窩輪牛熊回顧與精選： 2月3日，中海油(00883)收盤價23.36元，單日微漲0.60%，成交額16.54億元，成交量穩定，未出現異常放量或缩量，反映市場情緒相對平穩。 從技術指標拆解來看： 股價目前站穩MA30（21.95元）和MA60（21.74元）之上，僅小幅低於MA10（23.48元），屬於健康的強勢整理形態，中期上升趨勢並未改變，短期只是暫 時回調均線尋求支撐。 RSI指標為58，處於中性偏強區間，既沒有進入70以上的超買區，也沒有跌破50的弱勢分界線，說明股價漲跌節奏平和，沒有過度投機的跡象；綜合技術信 號為「中立」，信號強度8，進一步印證了當前整理格局。當前走勢偏整理，不用急於進出，可耐心觀察股價對MA10的突破情況。 油氣板塊2月3日整體小幅上揚，除了中海油，另外兩隻核心個股表現如下： 1、中國石油股份(00857) ...

沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 72.56 亿元 | +1.66 亿元 | | 阿里巴巴-W(09988) | 29.45 亿元 | +9.55 亿元 | | 中芯国际(00981) | 16.87 亿元 | -4.31 亿元 | | 小米集团-W(01810) | 13.46 亿元 | +4.31 亿元 | | 南方恒生科技(03033) | 12.11 亿元 | +11.23 亿元 | | 美团-W(03690) | 10.53 亿元 | +4.04 亿元 | | 长飞光纤光缆(06869) | 10.05 亿元 | -476.84 万元 | | 快手-W(01024) | 7.68 亿元 | +2.21 亿元 | | 钧达股份(02865) | 6.75 亿元 | +7011.29 万元 | | 华虹半导体(01347) | 6.15 亿元 | -2.36 亿元 | 智通财经APP获悉，2026年2月4日当天，腾讯控股(00700)、阿里巴巴-W(09988)、中芯国际(00981)位居 ...

来源：智通财经 智通财经2月4日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1140.75亿港元，较前一日继续 缩量约123亿；约占今日恒指成交总额的39.97%，占比继续低于四成。 腾讯控股今日跌3.96%，资金前5日加仓458万股，短线保持流入趋势。 阿里巴巴-W今日跌0.93%，资金前5日减持792万股，短线仍以流出为主。 小米集团-W今日跌1.85%，资金前5日加仓4020万股，短线保持流入趋势。 美团-W今日跌1.13%，资金前5日减持410万股，但近两日连续回流。 但值得关注的是，南向资金今日大举净流入约133.73亿港元，创1月22日以来近两周新高。其中，沪港 股通净流入约73.93亿港元，而深港股通净流入约59.80亿港元。 且趋势上，南向资金已连续5个交易日保持流入，成为港股短线回调中的一股做多力量，累计买入 238.27亿港元。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)22.31亿港元；阿里巴巴-W(09988.HK)11.71亿港元；小米集团- W(01810.HK)7.66亿港元；美团-W(03690.HK)4.04亿港元；中国移动(00 ...

Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound capital, totaling HKD 133.73 billion, with major contributions from Tencent, Alibaba, and Southern Hang Seng Technology, while SMIC and Hua Hong Semiconductor faced the highest net outflows [1]. Group 1: Northbound Capital Inflows - Tencent Holdings (00700) received a net inflow of HKD 52.05 billion, with total trading volume of HKD 83.45 billion, reflecting a net increase of HKD 20.66 billion [2]. - Alibaba-W (09988) saw a net inflow of HKD 16.82 billion, with total trading volume of HKD 31.47 billion, resulting in a net increase of HKD 2.16 billion [2]. - Southern Hang Seng Technology (03033) attracted a net inflow of HKD 11.67 billion, contributing to the overall positive sentiment in the tech sector [4]. Group 2: Notable Net Outflows - SMIC (00981) experienced a net outflow of HKD 8.86 billion, with total trading volume of HKD 20.47 billion, indicating a net decrease of HKD 2.76 billion [2]. - Hua Hong Semiconductor (01347) faced a net outflow of HKD 1.90 billion, with total trading volume of HKD 6.15 billion, reflecting a significant decline [4]. Group 3: Sector Performance and Trends - The telecommunications sector, represented by China Mobile (00941), saw a net outflow of HKD 3.5 billion, attributed to anticipated pressure on net profits due to an increase in value-added tax rates [5]. - The optical fiber industry, led by Changfei Optical Fiber (06869), is experiencing a price increase trend, with expectations of continued growth driven by demand from telecom operators [6]. - Xiaomi Group (01810) reported a net inflow of HKD 7.65 billion, supported by strong electric vehicle delivery performance and ongoing investments in AI and robotics [5].

Group 1 - The core viewpoint of the article highlights that Hong Kong oil stocks experienced an afternoon rally, with significant gains observed in major companies [1] Group 2 - China Petroleum & Chemical Corporation (00386.HK) saw its stock price increase by over 2% [1] - CNOOC Limited (00883.HK) also reported a rise of more than 2% in its stock value [1] - China National Petroleum Corporation (00857.HK) experienced a similar increase, with its shares up by over 2% [1]