智通财经APP获悉，1月5日港股市场，北水成交净买入187.23亿港元，其中港股通(沪)成交净买入98.09亿港元，港股通(深)成 交净买入89.14亿港元。 北水净买入最多的个股是盈富基金(02800)、快手-W(01024)、小米集团-W(01810)。北水净卖出最多的个股是腾讯(00700)、中 国移动(00941)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 26.65亿 | 29.04亿 | 55.70亿 | | HK 09988 | | | -2.39 Z | | 中芯国际 | 26.76 乙 | 26.73亿 | 53.49 乙 | | HK 00981 | | | +296.90万 | | 盈富基金 | 52.79 乙 | 702.11万 | 52.86亿 | | HK 02800 | | | +52.72 乙 | | 腾讯控股 | 14.93亿 | 19.31 乙 | 34.23 亿 | | HK 00700 | | | -4.38 Z | | :洪映圖中 | 13.42 乙 ...

从资金流向上来看，当日油气开采板块主力资金净流出2.98亿元，游资资金净流入7602.98万元，散户资 金净流入2.22亿元。油气开采板块个股资金流向见下表： | 代码 | 名称 | 主力净流入（元） | | | 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 000968 蓝焰控股 | | 792.01万 | 5.72% | 120.08万 | 0.87% | -912.09万 | -6.59% | | 600777 | *ST新潮 | -365.97万 | -7.27% | 176.38万 | 3.51% | 189.59万 | 3.77% | | 600938 中国海油 | | -1.05 亿 | -3.86% | 6151.73万 | 2.25% | 4379.99万 | 1.60% | | 600759 洲际油气 | | -1.97亿 | -7.84% | 1154.79万 | 0.46% | 1.85 Z | 7.38% | 证券之星消息，1月5日油气开采板块 ...

Market Overview - The Hong Kong stock market showed a narrow range of fluctuations on January 5, with the Hang Seng Index slightly up by 0.03%, the Hang Seng China Enterprises Index down by 0.22%, and the Hang Seng Tech Index up by 0.09% [1][2]. Sector Performance - Large tech stocks exhibited mixed performance, with Kuaishou surging by over 11%, while other notable stocks like Bilibili and Alibaba also saw gains of over 5% and 2%, respectively. Conversely, stocks like NetEase and Xiaomi fell by over 2% [2][4]. - The biotechnology sector was active, with companies like Rongchang Bio and Kelun-Bothai rising over 7%, and other firms like Fuhong Hanlin and Tigermed increasing by over 6% [7]. - The insurance sector saw strong gains, with China Pacific Insurance up over 6% and New China Life Insurance up over 5%. Analysts highlighted five key trends in the life insurance industry for 2026, including rapid growth in new business and a shift in customer demographics [8]. - The automotive sector faced declines, with Great Wall Motors dropping over 6% and NIO nearly 6%. Despite some brands achieving record sales in 2025, only a few met their annual sales targets [10]. Notable Stock Movements - Kuaishou's stock price reached 73.60 HKD, reflecting an increase of 11.09% with a market cap of 317.91 billion HKD [5]. - Nanjing Panda Electronics surged by nearly 40%, while Micron Brain Science and Brainhole Technology rose by nearly 20% and over 17%, respectively, following news of Neuralink's plans for large-scale production of brain-computer interface devices [6][4]. - The "three oil giants" saw significant declines, with China Petroleum and China National Offshore Oil Corporation both dropping over 3% due to geopolitical tensions and OPEC+ decisions [9]. Capital Flows - Southbound funds recorded a net inflow of 18.723 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 9.809 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 8.914 billion HKD [12]. Future Outlook - Goldman Sachs recommends overweighting Chinese stocks, predicting a 15% to 20% annual increase in the Chinese stock market for 2026 and 2027. Guosen Securities also sees potential in the market driven by a weaker US dollar and improved domestic liquidity in the spring of 2026 [15].

第 1 頁 共 10 頁 v 1.1.1 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: | 2025年12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1月5日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 FF301 II. 已發行股份及/或庫存股份變動 FF301 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 第 3 頁 共 10 頁 v 1.1.1 (B). 承諾發行發行人股份的權證 不適用 FF301 | 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」） ...

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%。 来源：新浪证券-红岸工作室 分红方面，中国海油A股上市后累计派现2559.95亿元。近三年，累计派现1790.51亿元。 12月31日，中国海油涨1.07%，成交额13.39亿元。两融数据显示，当日中国海油获融资买入额3.04亿 元，融资偿还9581.37万元，融资净买入2.09亿元。截至12月31日，中国海油融资融券余额合计15.96亿 元。 融资方面，中国海油当日融资买入3.04亿元。当前融资余额15.85亿元，占流通市值的1.76%，融资余额 低于近一年30%分位水平，处于低位。 融券方面，中国海油12月31日融券偿还2.19万股，融券卖出2.78万股，按当日收盘价计算，卖出金额 83.90万元；融券余量33.61万股，融券余额1014.35万元，低于近一年50%分位水平，处于较低位。 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 ...

Group 1 - The "Big Three" oil companies in the market experienced declines, with China Petroleum and China National Offshore Oil Corporation dropping over 4%, and Sinopec falling nearly 2% [1] - Specific stock performance includes: China Petroleum (down 4.23% to 8.160, market cap 1.49 trillion), China National Offshore Oil Corporation (down 4.21% to 20.940, market cap 995.277 billion), and Sinopec (down 1.70% to 4.620, market cap 558.676 billion) [2] - Oil prices fell in the Asian morning session, with Brent crude nearing $60 per barrel and WTI close to $57 per barrel, influenced by ample supply despite concerns over political turmoil in Venezuela affecting oil transport [1][2] Group 2 - Analysts indicate that global oil supply is sufficient, suggesting that further disruptions in Venezuelan exports will not have a direct impact on prices [3] - Reports from sources familiar with Venezuela's state oil company PDVSA state that the U.S. operation to capture Maduro did not damage Venezuela's oil production or refining industry [3]

Group 1 - The Hong Kong stock market saw declines in the "three oil giants," with China National Petroleum Corporation and CNOOC both dropping over 4%, and Sinopec falling nearly 2% [1][2] - Oil prices in Asia fell, influenced by ample supply, despite concerns that the political turmoil in Venezuela could disrupt oil transportation [1] - Brent crude oil prices approached $60 per barrel, while WTI neared $57 per barrel [1] Group 2 - Analysts indicated that the global oil supply is sufficient, suggesting that further disruptions in Venezuelan exports would not have a direct impact on prices [1] - Reports from Reuters cited two sources familiar with the operations of Venezuela's state oil company PDVSA, stating that the U.S. operation to capture Maduro did not damage Venezuela's oil production and refining sectors [1]

Group 1 - The three major oil companies in China experienced a collective decline in stock prices [1] - PetroChina (00857.HK) fell by 3.99%, trading at HKD 8.18 [1] - CNOOC (00883.HK) decreased by 3.2%, with a current price of HKD 21.16 [1] - Sinopec (00386.HK) dropped by 1.28%, now priced at HKD 4.64 [1]

Core Viewpoint - The collective decline of China's three major oil companies is influenced by geopolitical events in Venezuela, where the U.S. has initiated military action and plans significant investment in the country's oil infrastructure, despite ongoing sanctions [1] Group 1: Company Performance - PetroChina (00857) saw a decline of 3.99%, trading at HKD 8.18 [1] - CNOOC (00883) dropped by 3.2%, with shares at HKD 21.16 [1] - Sinopec (00386) fell by 1.28%, priced at HKD 4.64 [1] Group 2: Geopolitical Impact - The U.S. military action against Venezuela includes the capture of President Maduro, which has implications for the oil market [1] - Trump announced that U.S. oil companies will invest billions to repair Venezuela's damaged oil infrastructure, aiming to restore production and generate revenue [1] - Despite the investment, the U.S. oil embargo on Venezuela remains fully in effect [1] Group 3: Market Outlook - Venezuela holds the largest proven oil reserves globally, yet its current production is below 1 million barrels per day, accounting for less than 1% of global oil output [1] - Goldman Sachs suggests that any recovery in production will be gradual and localized due to the deteriorated state of infrastructure [1] - A sustained increase in Venezuelan oil production, along with rising output from the U.S. and Russia, could heighten the risk of declining oil prices post-2027 [1]

Group 1 - The three major oil companies in China experienced collective declines, with PetroChina (00857) down 3.99% to HKD 8.18, CNOOC (00883) down 3.2% to HKD 21.16, and Sinopec (00386) down 1.28% to HKD 4.64 [1] - The U.S. has launched military action against Venezuela, capturing President Maduro, and plans for major U.S. oil companies to invest billions to repair Venezuela's severely damaged oil infrastructure [1] - Venezuela possesses the largest proven oil reserves globally, but its current oil production is less than 1 million barrels per day, accounting for less than 1% of global oil output [1] Group 2 - Goldman Sachs believes that any recovery in Venezuela's oil production will be "gradual and localized" due to the extent of infrastructure degradation [1] - A sustained increase in Venezuela's oil production, combined with growth from the U.S. and Russia, could heighten the risk of declining oil prices in 2027 and beyond [1]