Group 1 - Southbound funds recorded a net purchase of 5.345 billion HKD today [1] - The top three net purchases were China National Offshore Oil Corporation (CNOOC) with 980 million HKD, Pop Mart with 793 million HKD, and Meituan-W with 524 million HKD [1] - In terms of net sales, Hua Hong Semiconductor faced a net sell of 1.014 billion HKD, followed by Innovent Biologics with 140 million HKD, and Xiaomi Group-W with 57 million HKD [1]

Core Insights - The Hong Kong stock market saw a net inflow of 53.45 billion HKD from Northbound trading on October 23, with the Shanghai Stock Connect contributing 47.7 billion HKD and the Shenzhen Stock Connect contributing 5.75 billion HKD [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Pop Mart (09992), and Meituan-W (03690) [1] - The most sold stocks included Hua Hong Semiconductor (01347), Innovent Biologics (01801), and Xiaomi Group-W (01810) [1] Group 2: Individual Stock Details - CNOOC (00883) received a net buy of 9.79 billion HKD, driven by rising international oil prices due to sanctions on Russian oil companies [5] - Pop Mart (09992) saw a net buy of 7.93 billion HKD, with a reported sales growth of 245% to 250% in Q3, significantly exceeding Morgan Stanley's forecast [5] - Meituan-W (03690) had a net buy of 5.24 billion HKD, with strategic leadership changes indicating a focus on international expansion [6] - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of 4.25 billion HKD, while Hua Hong Semiconductor (01347) faced a net sell of 10.14 billion HKD due to concerns over its business sustainability [6] - Zai Lab (02367) received a net buy of 3.59 billion HKD following the approval of a new medical device [7] - Tencent (00700) and Alibaba-W (09988) had net buys of 2.65 billion HKD and 1.53 billion HKD, respectively, while Innovent Biologics (01801) and Xiaomi Group-W (01810) faced net sells of 1.4 billion HKD and 573 million HKD [7]

港股通(深)活跃成交股 智通财经APP获悉，10月23日港股市场，北水成交净买入53.45亿港元，其中港股通(沪)成交净买入47.7亿港元，港股通 (深)成交净买入5.75港元。 北水净买入最多的个股是中海油(00883)、泡泡玛特(09992)、美团-W(03690)。北水净卖出最多的个股是华虹半导体 (01347)、信达生物(01801)、小米集团-W(01810)。 | 股票名称 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | | | | 净流入 | | 26.22 乙 | 23.53亿 | 49.75亿 | | | | +2.68 亿 | | 26.02亿 | 20.64亿 | 46.661乙 | | | | +5.38 乙 | | 中芯国际 19.93亿 | 15.29 亿 | 35.22 乙 | | | | +4.631Z | | 美团-W 13.68亿 | 13.31亿 | 26.99 亿 | | HK 03690 | | +3772.80万 | | 华虹未导体 10.02亿 | 13.57亿 | 23.59亿 | | | | -3.56 乙 | | 中国海洋 .. ...

证券代码：600938 证券简称：中国海油 公告编号：2025-031 中国海洋石油有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 （三） 会议方式：网络互动 （四） 会议语言：中文 重要内容提示： 投资者可于 2025 年 10 月 24 日(星期五)至 10 月 30 日(星期四)16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 IR@cnooc.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 中国海洋石油有限公司（以下简称"公司"）将于 2025 年 10 月 30 日闭市 后发布公司 2025 年第三季度报告。为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果和财务状况，公司计划于 2025 年 10 月 31 日 16:00-17:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而産生或 因依賴該等內容而引致的任何損失承擔任何責任。 （根據公司條例在香港註冊成立的有限責任公司） 股票代號：00883（港幣櫃台）及80883（人民幣櫃台） 海外監管公告 關於召開 2025 年第三季度業績說明會的公告 本公告乃中國海洋石油有限公司（「本公司」）根據香港聯合交易所有限公司證券上市 規則第 13.10B 條而作出。 茲提述本公司在上海證券交易所網站刊登的《中國海洋石油有限公司關於召開2025年第 三季度業績說明會的公告》，僅供參考。 承董事會命 中國海洋石油有限公司 徐玉高 聯席公司秘書 香港，二零二五年十月二十三日 於本公告刊發日期， 董事會由以下成員組成： 非執行董事 張傳江 （董事長） 王德華 執行董事 閻洪濤 穆秀平 獨立非執行董事 邱致中 林伯強 李淑賢 陳澤銘 证券代码：600938 证券简称：中国海油 公告编号：2025-031 中国海洋石油有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本 ...

Summary of Key Points Group 1: 52-Week Highs - A total of 45 stocks reached their 52-week highs as of October 23, with notable performers including Base Champion Group (08460) at 234.56%, Tianjin Chuangye Environmental Protection Co., Ltd. (01065) at 136.88%, and Liji Engineering Holdings (01690) at 80.26% [1] - The closing prices and peak prices for the top three stocks are as follows: Base Champion Group closed at 0.250 with a peak of 0.455, Tianjin Chuangye at 4.880 with a peak of 10.020, and Liji Engineering at 0.105 with a peak of 0.137 [1] Group 2: 52-Week Lows - The report also highlighted stocks that reached their 52-week lows, with Huaxi Holdings (01689) showing a decline of 16.67%, China New Economy Equity (02958) down by 14.17%, and Agile Holdings (00186) down by 13.16% [2] - The closing prices and lowest prices for the top three declining stocks are: Huaxi Holdings at 0.400 with a low of 0.350, China New Economy at 0.123 with a low of 0.103, and Agile Holdings at 0.165 with a low of 0.165 [2]

Group 1 - The oil and gas extraction sector increased by 0.62% on October 23, with China National Offshore Oil Corporation (CNOOC) leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] - Major stocks in the oil and gas extraction sector showed mixed performance, with CNOOC's stock price closing at 27.49, up 1.33%, while other stocks like Blue Flame Holdings and ST Xinchao experienced declines [1] Group 2 - The oil and gas extraction sector saw a net outflow of 305 million yuan from institutional investors, while retail investors contributed a net inflow of 211 million yuan [1] - CNOOC experienced a significant net outflow of 224 million yuan from institutional investors, with retail investors contributing a net inflow of 142 million yuan [2] - Other companies like ST Xinchao and Blue Flame Holdings also faced net outflows from institutional investors, indicating a trend of shifting capital within the sector [2]

Core Viewpoint - Food security is a national priority, and China National Offshore Oil Corporation (CNOOC) plays a crucial role in ensuring the supply of agricultural fertilizers to support food production and rural development [1][2]. Group 1: Supervision and Management - The CNOOC disciplinary inspection team has implemented a targeted supervision mechanism to identify and rectify 21 issues related to fertilizer safety production, raw material procurement, and pricing management [2]. - During the peak fertilizer application period, CNOOC's chemical production units maintained stable production despite adverse weather conditions caused by Typhoon "Biparjoy" [1][2]. Group 2: Innovation and Technology - The focus on the development and technological upgrade of value-added fertilizer products is a priority for CNOOC, with ongoing supervision of key project phases to ensure alignment with regional agricultural needs [3]. - CNOOC has emphasized the importance of scientific formulation and optimization of fertilizer products based on crop and regional characteristics, enhancing production efficiency and market supply [3].

Core Viewpoint - The Hong Kong stock market saw an initial rise in the shares of the three major oil companies, driven by an increase in oil prices following new sanctions imposed by the U.S. on Russian oil companies due to the ongoing Russia-Ukraine conflict [1]. Group 1: Oil Price Movement - Oil prices in Asia rose significantly, with West Texas Intermediate crude futures increasing by 2.9% to $60.22 per barrel and Brent crude futures also rising by 2.9% to $64.39 per barrel [1]. - The rise in oil prices is attributed to the U.S. sanctions on Russia's largest oil producers, which has alleviated concerns over supply excess amid signs of excessive recent selling and a decrease in U.S. crude oil inventories [1]. Group 2: Company Performance - China National Offshore Oil Corporation (CNOOC) saw its stock price increase by 2.36%, reaching HKD 19.960 [1]. - PetroChina's stock rose by 1.01%, reaching HKD 7.970 [1]. - Sinopec's stock experienced a smaller increase of 0.48%, reaching HKD 4.150 [1].

Core Viewpoint - The "Big Three" oil companies in China are experiencing active trading with notable stock price increases, driven by a significant rise in international oil prices following U.S. sanctions on major Russian oil companies [1] Group 1: Stock Performance - CNOOC (00883) increased by 3.08%, reaching HKD 20.1 [1] - PetroChina (00857) rose by 1.77%, reaching HKD 8.03 [1] - Sinopec (00386) gained 1.21%, reaching HKD 4.18 [1] Group 2: Oil Price Movement - International crude oil futures settled with an increase of over 2% [1] - WTI crude oil futures rose by 2.20%, priced at USD 58.50 per barrel [1] - Brent crude oil futures increased by 2.07%, priced at USD 62.59 per barrel [1] Group 3: Geopolitical Impact - The U.S. Treasury announced sanctions against two major Russian oil companies, impacting the global oil market [1] - According to Everbright Securities, the long-term supply-demand dynamics for crude oil remain favorable despite geopolitical uncertainties [1] - The firm maintains a positive outlook on the "Big Three" oil companies and the oil service sector from a long-term perspective [1]