Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced that its Hainan offshore gas field group will exceed a cumulative production of 10 million tons of oil and gas equivalent by 2025, marking a historical high and doubling production compared to the end of the 13th Five-Year Plan, which is significant for national energy security and supporting the high-quality construction goals of Hainan Free Trade Port [1][3]. Group 1 - The history of exploring and utilizing marine oil and gas resources in Hainan dates back to the 1950s and 1960s, with early efforts including the construction of simple platforms for offshore drilling, paving a new path for China's energy and chemical industry [3]. - Since the 14th Five-Year Plan, CNOOC has focused on increasing domestic oil and gas reserves and production through a "seven-year action plan," analyzing resource conditions in three major oil and gas structures in Hainan and enhancing exploration and development efforts [3][5]. - CNOOC has established the largest offshore natural gas production cluster in China, consisting of 19 offshore platforms, three land terminals, and several underwater production facilities in various Hainan sea areas [3]. Group 2 - The company aims to maintain high and stable production in existing gas fields while ensuring the orderly development of new projects to enhance overall production capacity [5]. - CNOOC's production management team has implemented various lean management measures, including deepening the potential of existing gas fields and ensuring the smooth production of key projects like "Deep Sea No. 1" [5]. - The company has set a production target of 10 million tons for early 2025, coordinating optimal resources and mobilizing over 10,000 industry workers in Hainan to ensure high operational efficiency of oil and gas wells and offshore platforms [5][6]. Group 3 - To achieve significant production increases, CNOOC has established a marine natural gas supply and sales network that covers the South China coastal region, utilizing a 24-hour scheduling mechanism and big data analysis for supply-demand management [6]. - CNOOC has built a complete industrial chain in Hainan, encompassing upstream exploration and development, downstream chemical power generation, and oil service engineering, while also establishing research facilities to foster a modern marine energy industry system [6]. - The company plans to leverage the advantages of the Hainan marine oil and gas industry cluster to create a new pattern of resource development and utilization, aiming to become the largest offshore clean energy supply base in China [6].

12月30日，南下资金净卖出港股38.45亿港元，为连续第三日净卖出。 北水关注个股 三花智控：国家知识产权局信息显示，绍兴三花汽车热管理科技有限公司申请一项名为"一种电子膨胀 阀和冷却器"的专利，公开号CN121230260A，申请日期为2024年6月。 中芯国际：12月29日晚，中芯国际公告称，公司拟向国家集成电路基金等5名中芯北方股东发行股份购 买其所持有的标的公司49%股权，交易价格406亿元。本次交易完成后，中芯国际将持有中芯北方100% 的股权，中芯北方将成为公司的全资子公司。中芯北方主要为客户提供不同工艺平台的12英寸集成电路 晶圆代工及配套服务。 优必选：近日，智能机器人领军企业优必选宣布，通过"协议转让+要约收购"的方式，收购深交所上市 公司锋龙股份共计93,957,518股，占该公司股份总数的43%，收购总对价达16.65亿元。 中国海洋石油：近期国际地缘政治事件成为股价波动的重要催化剂。俄乌局势的紧张升级，特别是乌克 兰无人机袭击俄罗斯官邸的消息，加剧了市场对原油供应中断的忧虑。这种外部风险直接提振了石油板 块的整体情绪。 据统计，南下资金已连续11日净卖出中国移动，共计96.4576亿 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.86% to close at 25,854.6 points and a total trading volume of HKD 199.69 billion [1] - The Hang Seng Tech Index rose by 1.74%, while the Hang Seng China Enterprises Index increased by 1.12% [1] - Everbright Securities noted that the overall profitability of Hong Kong stocks is relatively strong, with sectors like internet, new consumption, and innovative pharmaceuticals being relatively scarce [1] Blue-Chip Stocks Performance - Baidu Group-SW (09888) led blue-chip stocks, rising by 8.9% to HKD 129.7, contributing 20.99 points to the Hang Seng Index [2] - Other notable blue-chip performances included SMIC (00981) up 4.24% and CNOOC (00883) up 3.97% [2] Sector Highlights Technology Sector - Major tech stocks saw gains, with Baidu rising nearly 9%, Alibaba up 0.84%, and Tencent up 0.59% [3] - The robotics sector surged, with companies like Sihai Zhikong (002050) increasing over 12% amid expectations of Tesla's Optimus project [3][4] Semiconductor Sector - Semiconductor stocks performed well, with InnoSilicon (02577) rising by 15.35% and SMIC (00981) up 4.24% [4] - Nvidia's announcement of partnerships for an 800V direct current architecture marks a significant advancement in AI data centers [4] Oil Sector - Oil stocks generally rose, with CNOOC (00883) increasing by 3.97% and PetroChina (00857) up 2.42% due to rising oil prices amid geopolitical tensions [6] - Everbright Securities anticipates that the "three oil giants" will maintain high capital expenditures and continue to expand in the natural gas market [6] Non-Ferrous Metals Sector - Non-ferrous metal stocks rebounded, with China Aluminum (02600) up 5.27% and Zijin Mining (02899) up 3.63% [6][7] Notable Stock Movements - The Hong Kong Stock Exchange saw significant movements with stocks like InnoSilicon (03696) rising by 24.66% and Wuyi Vision (06651) up 29.9% following their IPOs [8] - Meta's acquisition of an AI startup boosted AI-related stocks, with MaiFushi (02556) rising by 11.07% [9] Company Announcements - SMIC announced plans to acquire a 49% stake in SMIC North for approximately RMB 40.6 billion, focusing on 12-inch integrated circuit wafer foundry services [5] - Ganfeng Lithium (01772) faced pressure after being implicated in insider trading allegations, although the company stated that its operations remain normal [11]

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 38.45 billion, with notable net selling in major stocks like Tencent and China Mobile, while stocks like SMIC and CNOOC saw net buying [1][5]. Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 38.45 billion on December 30, with HKD 13.27 billion from the Shanghai Stock Connect and HKD 25.18 billion from the Shenzhen Stock Connect [1]. - The stocks with the highest net buying included SMIC (00981), CNOOC (00883), and ICBC (01398) [1]. - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Tencent (00700), and China Mobile (00941) [1]. Group 2: Individual Stock Performance - SMIC saw a net inflow of HKD 3.49 billion, with a total transaction volume of HKD 35.17 billion [2]. - CNOOC received a net buying of HKD 4.6 billion, with analysts noting a potential stabilization in oil prices due to seasonal demand and OPEC+ production adjustments [5]. - ICBC had a net inflow of HKD 3.56 billion, supported by expectations of stable credit growth in 2026 [5]. Group 3: Sector Trends - The semiconductor sector is gaining attention, with SMIC and Hua Hong Semiconductor receiving significant net buying, driven by positive market sentiment and government support [4]. - The robotics sector is also attracting investment, with stocks like Sihai Intelligent Control and UBTECH Robotics seeing net inflows, amid expectations of upcoming projects in North America [5]. - The technology sector showed mixed results, with Meituan (03690) experiencing net buying, while Alibaba (09988) and Tencent faced substantial net selling [6]. Group 4: Market Sentiment - The market sentiment remains cautious, with analysts suggesting that while there may be short-term opportunities, the overall environment is still under pressure, particularly for the Hong Kong market [7]. - The Tracker Fund of Hong Kong faced significant net selling, indicating a potential lack of confidence in the broader market [7].

Group 1 - The oil and gas extraction sector increased by 1.64% compared to the previous trading day, with China National Offshore Oil Corporation (CNOOC) leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Major stocks in the oil and gas extraction sector showed varied performance, with the highest gain being 3.18% for Yutong Group and the largest loss being 3.57% for Intercontinental Oil and Gas [1] Group 2 - The net inflow of main funds in the oil and gas extraction sector was 147 million yuan, while retail funds saw a net inflow of 827.97 thousand yuan [1] - CNOOC had a significant net inflow of 314 million yuan, representing 18.13% of the main fund's net flow, while retail funds experienced a net outflow of 1.61 billion yuan [2] - Intercontinental Oil and Gas faced a net outflow of 1.57 billion yuan, indicating a negative sentiment among main funds [2]

港股市场"三桶油"走强，其中，中国海洋石油涨5%，中国石油股份涨超3%，中国石油化工涨超2%。消息面上，国 际油价连续第二日走强，WTI原油升破58美元/桶，布伦特原油逼近62美元/桶。地缘政治风险再度升温成为主要驱 动。俄罗斯与乌克兰冲突出现新变数，同时也门局势恶化引发中东供应中断担忧，双重因素共同推升市场风险溢 价。尽管年末流动性相对有限，油价仍录得可观涨幅，反映投资者对潜在供应冲击的敏感性上升。 此外，瑞银分析师强调，中国海运原油进口量保持强劲，为油市提供需求端支撑，进一步巩固价格底部。 与此同时，中东地缘紧张再度升温。沙特领导的联军周末向也门南部主要分裂势力发出停止军事行动的警告。有分 析称，也门局势恶化令红海航道和中东石油运输面临新威胁，供应中断风险显著上升。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 00883 | (0) 中国海洋石油 | 5.04% | 21.680 | 1.03万亿 | 22.28% | | 00857 | 中国石油股份 | 3.39% | 8.540 | ...

Market Overview - The Hong Kong stock market saw all three major indices rise, with the Hang Seng Technology Index increasing by 1.74%, the Hang Seng Index by 0.86%, and the National Enterprises Index by 1.12% [1][2]. Technology Sector - Major technology stocks collectively rose, with Baidu surging nearly 9%, and NetEase and Xiaomi both increasing over 2%. Other notable gains were seen in JD.com, Tencent, Alibaba, and Meituan [5][6]. - Semiconductor stocks also experienced significant gains, led by InnoCare, which rose over 15%, while major players like SMIC increased by over 4% [7][8]. New Listings - Six new stocks were listed on the Hong Kong market, with notable increases including InnoSilicon up 24.66%, and Wuyiyi Vision up 29.9% [3]. Energy Sector - Oil stocks strengthened, with CNOOC rising nearly 4% as international oil prices surged due to heightened geopolitical risks. WTI crude surpassed $58 per barrel, and Brent approached $62 per barrel [14]. Entertainment Sector - The film and entertainment sector was active, with Emperor Culture Industries rising nearly 9%. The 2025 box office has already surpassed 5.3 billion yuan, marking a new high in recent years [13]. Wind Power Sector - Wind power stocks fell sharply, with Goldwind Technology dropping nearly 11%, alongside declines in other related companies [16][17]. AI and Robotics Sector - AI application companies like MaiFusTech saw significant gains, rising over 11% after announcing strategic partnerships with major tech firms [18][21]. - Robotics stocks also performed well, with Sanhua Intelligent Control increasing over 12% [11]. Investment Outlook - Analysts suggest that the Hong Kong market may continue to trend upward due to supportive domestic policies and a weaker US dollar. There is a focus on technology growth and high dividend strategies as potential investment opportunities [23].

■ 中国海洋石油有限公司 关于独立非执行董事辞任及董事会下属委员会组成变动的公告 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。 中国海洋石油有限公司（"本公司"）董事会谨此宣布，陈泽铭先生（"陈先生"）因接受中国香港特别行 政区政府委任职务，辞任本公司独立非执行董事，自2025年12月29日起生效。因此，陈先生于同日起亦 将不再担任本公司审核委员会及薪酬委员会成员。 ■ 中国海洋石油有限公司 2025年第十三次董事会决议公告 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。 一、董事会会议召开情况 中国海洋石油有限公司（以下简称"公司"）于2025年12月29日以书面决议方式召开2025年第十三次董事 会会议。本次董事会的会议通知及议案已于2025年12月25日发送给公司全体董事。本次会议应出席董事 8人，实际出席董事8人，其中，独立非执行董事陈泽铭先生因提出辞任未参与表决。会议于 2025 年 12 月 29 日形成有效决议。会议的召集、召开 ...

天眼查App显示，近日，中海石油化工进出口有限公司发生工商变更，注册资本由约11.3亿人民币增至 约47.3亿人民币，增幅约318%，同时，多位高管发生变更。 来源：中国能源网 该公司成立于2001年6月，法定代表人为戴彤，经营范围包括危险化学品经营、国营贸易管理货物的进 出口、贸易经纪等，由中国海洋石油集团有限公司全资持股。 ...

港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 与此同时，中东地缘紧张再度升温。沙特领导的联军周末向也门南部主要分裂势力发出停止军事行动的警告。有分 析称，也门局势恶化令红海航道和中东石油运输面临新威胁，供应中断风险显著上升。 此外，瑞银分析师强调，中国海运原油进口量保持强劲，为油市提供需求端支撑，进一步巩固价格底部。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | (0) | 5.04% | 21.680 | 1.03万亿 | 22.28% | | 00857 | 中国石油股份 | | 3.39% | 8.540 | 1.56万亿 | 52.60% | | 00681 | 中民控股 | | 3.03% | 0.034 | 3.04亿 | 30.77% | | 00338 | 上海石油化工股份 | | 2.96% | 1.390 | 146.54亿 | 17.98% | | 00386 | 中国石油化工股份 | | 2.40% | 4 ...