"我叫唐俊冰，同事们也叫我'深海医生'。" 迎着南海的晨光，记者在"深海一号"作业平台见到了中国海油海南公司"深海一号"气田水下监督唐俊 冰，他笑着介绍自己。 来到一层生产平台，这里有平台的"大脑"——中控室。大屏幕上，23口深水井的运行状态一目了 然。"这就像给深水井做'心电图'。"唐俊冰解释，系统能实时监测每口井的压力、温度等数据，一旦发 现异常，可以及时处置。 不仅每口井的数据可以远程监控，钻井作业也能远程遥控。以去年投产的二期项目为例，钻井地层温度 达138摄氏度，研发团队创新"智能完井"技术，可在不中断生产的情况下，对水下设备进行"微创手 术"。这项技术让钻井效率提升了30%。 给谁看病？"我的诊疗对象，藏在1500米深的海底。"工作12年的唐俊冰，通过分析数据为水下生产系 统"把脉问诊"。 看安全视频、放行李、穿工服……记者跟随唐俊冰来到系泊系统前。 "这样的庞然大物，怎么做到稳稳矗立在海水中？"站在5万吨重、40层楼高的"深海一号"平台，记者不 禁发问。 "全靠这16根'定海神针'。"唐俊冰摸了摸碗口粗的锚链。海面下，每根系泊缆绳，每时每刻都承受着 300至400吨的拉力。它们一端抓着插入海底6 ...

"我叫唐俊冰，同事们也叫我'深海医生'。" 坚韧耐腐蚀的系泊缆绳，一度只能依靠进口，"相关装备已经能够实现完全国产化。"唐俊冰说。 2022年4月，习近平总书记连线"深海一号"作业平台时强调："用我们自己制造的装备，开发我们的油 气，提高我们的能源自给率，保障我们的能源安全。这是一件具有战略意义的事情。" "光配方就调整过上百次。"唐俊冰说，为替代进口，研发团队反复测试材料的耐腐蚀性和抗拉强度，国 产的系泊缆如今已在"深海一号"稳定运行数年。 唐俊冰带着记者从系泊系统向下穿行。"我的一项重要工作，就是每天比对从深海传回的各项仪表数 据。"唐俊冰说。由于特殊的环境，水下"交通"中常常出现水合物"冰堵"。唐俊冰带领团队自主吃透全 脱盐式乙二醇回收系统的运维技术，并推动系统国产化，将防冻液般的水合物抑制剂注入海底管道，实 时除障，保障能源动脉畅通。 来到一层生产平台，这里有平台的"大脑"——中控室。大屏幕上，23口深水井的运行状态一目了 然。"这就像给深水井做'心电图'。"唐俊冰解释，系统能实时监测每口井的压力、温度等数据，一旦发 现异常，可以及时处置。 不仅每口井的数据可以远程监控，钻井作业也能远程遥控。以去年投 ...

Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (71.26%), Haotian International Investment (70.78%), and Green Power Environmental (68.78%) [1][2] - In the last five trading days, the companies with the largest increase in holding amounts are China National Offshore Oil (CNOOC) (+764 million), Meituan (+652 million), and Bilibili (+400 million) [1][2] - The companies with the largest decrease in holding amounts in the last five trading days are Tencent Holdings (-644 million), China Mobile (-377 million), and Alibaba-W (-351 million) [1][3] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show significant ownership, with China Telecom leading at 71.26% and others like Tianjin Chuangye Environmental and China Shenhua also above 66% [2] - The increase in holdings for the top 10 companies in the last five trading days indicates strong investor interest, particularly in CNOOC and Meituan, suggesting potential growth opportunities [2] - The decrease in holdings for Tencent, China Mobile, and Alibaba may indicate a shift in investor sentiment or profit-taking strategies [3]

Market Overview - On February 16, the last trading day before the Spring Festival, Hong Kong stocks experienced a V-shaped rebound, with the Hang Seng Index rising by 0.52% after a drop of over 0.6% during the session [1][11] - The Hang Seng Technology Index increased by 0.13%, recovering from a decline of more than 1.9%, while the National Enterprises Index rose by 0.42% after a drop of over 0.8% [1][11] - Resource stocks led the gains, with Luoyang Molybdenum rising over 6%, and Zijin Mining and Ganfeng Lithium both increasing by over 4% [1][11] AI Application Sector - The AI application sector saw significant gains, with Haizhi Technology Group rising nearly 30%, MINIMAX-WP increasing by over 24%, and Maiyue Technology up by over 10% [3][13] - Other notable performers included Fubo Group, which rose by over 8%, and Zhipu, which increased by 4.74% [3][13] Precious Metals Sector - The precious metals sector, particularly gold stocks, showed strong performance, with Luoyang Molybdenum and Laopu Gold both rising over 6%, and Lingbao Gold increasing nearly 5% [6][16] - The international gold price rebounded above $5,000 per ounce after a significant drop the previous week [17][18] Oil and Gas Sector - The oil and gas sector also performed well, with CNOOC rising nearly 4%, and Sinopec Oilfield Services and CNOOC Services both increasing by over 2% [19][20] - The recent fluctuations in international oil prices are influenced by geopolitical tensions, particularly between the US and Iran, which have led to a premium on oil prices [20][21] Summary of Key Stocks - Notable stocks in the AI sector include: - Haizhi Technology Group: 29.59% increase [4][14] - MINIMAX-WP: 24.56% increase [4][14] - Maiyue Technology: 10.11% increase [4][14] - In the precious metals sector: - Luoyang Molybdenum: 6.35% increase [7][17] - Laopu Gold: 6.64% increase [7][17] - In the oil sector: - CNOOC: 4.21% increase [20]

Market Overview - The Hong Kong stock market experienced a half-day trading session on February 16, with all three major indices opening lower but recovering. The Hang Seng Index closed up 0.52% at 26,705.94 points, with a total turnover of 849.97 billion HKD. The Hang Seng Tech Index rose 0.13%, while the Hang Seng China Enterprises Index increased by 0.42% [1] - For the year of the Snake, the Hang Seng Index has gained over 32%, the Hang Seng Tech Index has risen over 13%, and the China Enterprises Index has increased by over 23% [1] Blue Chip Performance - Zijin Mining (02899) led the blue-chip stocks, rising 4.67% to 43.52 HKD, contributing 18.71 points to the Hang Seng Index. Citigroup raised its target prices for Zijin's A-shares and H-shares by over 30% due to increased gold and lithium price forecasts and higher gold sales [2] - Other notable blue-chip performers included China Hongqiao (01378) up 3.92%, CNOOC (00883) up 3.71%, while HSBC Holdings (00005) fell 1.11% [2] Sector Highlights - The technology sector showed mixed results, with Alibaba down 0.45%, Baidu up over 1%, and Tencent up 0.19%. The storage chip sector saw significant price increases, with companies like Lianqi Technology and Zhaoyi Innovation reaching new highs [3] - The storage chip price surge is expected to improve profitability across the NAND industry, with Kioxia projecting a 50% increase in average selling prices starting Q1 2026. Morgan Stanley estimates Kioxia's adjusted gross margin will reach 66% in Q1 [3] - The large model AI sector also saw significant gains, with MINIMAX (00100) up 24.56% and Zhipu AI (02513) up 4.74%. MINIMAX launched a new flagship programming model, while Zhipu announced a price increase for its AI programming subscription [4] Commodity and Energy Stocks - The non-ferrous metals sector experienced broad gains, with Luoyang Molybdenum (03993) up 6.35%, China Nonferrous Mining (01258) up 5.55%, and Zijin Mining (02899) also contributing to the sector's performance [4] - The oil and shipping sectors remained active, with rising sentiments among shipowners due to geopolitical tensions, leading to higher freight rates [10] Recent Developments - The Hang Seng Index Company announced its quarterly review results, with companies like CATL, Luoyang Molybdenum, and Laopuhuang being added to the Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [7] - Haizhi Technology Group (02706) saw a significant rise of 29.59% on its second day of trading, attributed to its focus on AI solutions and rapid revenue growth [8] - Fubo Group (03738) also experienced an 8.22% increase, driven by the popularity of its new copyright management platform [9]

Group 1 - The oil sector in Hong Kong showed overall strength on February 16, with major stocks like CNOOC (00883.HK), CNOOC Services (02883.HK), and PetroChina (00857.HK) recording varying degrees of increase [1] - Geopolitical tensions in the Middle East, particularly the U.S. President Trump's support for Israel against Iran, have become significant catalysts for the oil and gas sector [1] - According to a report from Everbright Securities, the long-term supply-demand dynamics for crude oil remain favorable, maintaining a positive outlook on the "Big Three" oil companies and the oil service sector [1] Group 2 - CNOOC Services has recently submitted multiple patent applications to the National Intellectual Property Administration, focusing on core technologies in oil and gas development, which strengthens its technical reserves in the oilfield service sector [2]

Group 1 - Oil stocks generally rose in the morning session, with CNOOC (00883) up by 3.63% to HKD 25.12 [1][3] - CNOOC Services (02883) increased by 2.97% to HKD 9.71 [1][3] - PetroChina (00857) saw a rise of 1.44% to HKD 9.18 [1][3]

Group 1 - The Hong Kong stock market saw a general rise in oil stocks, with CNOOC (00883.HK) increasing by 4.29% to HKD 25.28 [2] - CNOOC Services (02883.HK) rose by 3.08% to HKD 9.72 [2] - PetroChina (00857.HK) experienced a 1.66% increase, reaching HKD 9.2 [2]

Group 1 - Oil stocks generally rose, with CNOOC (00883) up 4.29% at HKD 25.28, CNOOC Services (02883) up 3.08% at HKD 9.72, and PetroChina (00857) up 1.66% at HKD 9.20 [1] - Geopolitical uncertainties remain, with reports indicating that U.S. President Trump has expressed support for Israeli airstrikes on Iranian missile facilities if a deal with Iran is not reached [1] - Everbright Securities maintains a positive outlook on the "Big Three" oil companies and the oil service sector, citing a favorable long-term supply-demand landscape for crude oil [1]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (71.26%), Haotian International Investment (70.78%), and Gree Power Environmental (68.78%) [1] - Tencent Holdings, Meituan-W, and China National Offshore Oil Corporation saw the largest increases in holding amounts over the last five trading days, with increases of +1.071 billion, +937 million, and +811 million respectively [1] - The largest decreases in holding amounts were observed in the Yingfu Fund (-4.085 billion), Hang Seng China Enterprises (-1.359 billion), and China Mobile (-780 million) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding of 9.891 billion shares, representing 71.26% [1] - Haotian International Investment (01341) has a holding of 7.855 billion shares, representing 70.78% [1] - Gree Power Environmental (01330) has a holding of 278 million shares, representing 68.78% [1] Group 2: Recent Increases in Holdings - Tencent Holdings (00700) increased its holding by +1.071 billion, with a change of +2.0125 million shares [2] - Meituan-W (03690) increased its holding by +937 million, with a change of +11.4088 million shares [2] - China National Offshore Oil Corporation (00883) increased its holding by +811 million, with a change of +33.4436 million shares [2] Group 3: Recent Decreases in Holdings - Yingfu Fund (02800) decreased its holding by -4.085 billion, with a change of -152.537 million shares [2] - Hang Seng China Enterprises (02828) decreased its holding by -1.359 billion, with a change of -14.6972 million shares [2] - China Mobile (00941) decreased its holding by -780 million, with a change of -9.9762 million shares [2]