Core Insights - On October 9, Shanghai Electric made its first appearance on the Hong Kong Stock Connect active trading list in a month, with a trading volume of 2.11 billion HKD and a net buying amount of 106 million HKD, resulting in a price increase of 17.40% on that day [2]. Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect on October 9 was 86.688 billion HKD, accounting for 40.59% of the total trading amount, with a net selling amount of 3.176 billion HKD [2]. - The top traded stock was SMIC, with a trading volume of 22.663 billion HKD, followed by Alibaba-W at 21.901 billion HKD and Hua Hong Semiconductor at 9.591 billion HKD [2]. - The most frequently listed stocks in the past month were Alibaba-W and Tencent Holdings, each appearing 16 times, indicating strong interest from Hong Kong Stock Connect investors [2]. Individual Stock Performance - Shanghai Electric's trading performance on October 9 included a trading volume of 2.112 billion HKD and a net buying amount of 106 million HKD, with a significant price increase of 17.40% [2]. - Other notable stocks included Tencent Holdings with a trading volume of 5.707 billion HKD and a slight decrease of 0.07%, and SMIC with a trading volume of 22.663 billion HKD and a decrease of 6.70% [2].

Market Overview - On October 9, the Hang Seng Index fell by 0.29%, closing at 26,752.59 points, with a total net inflow of HKD 3.043 billion through the southbound trading channel [1][3] - The total trading volume for the southbound trading was HKD 213.566 billion, with a net buy of HKD 3.043 billion [1] Stock Performance - In the Shanghai-Hong Kong Stock Connect, the top traded stock was Alibaba-W with a trading volume of HKD 1,398.40 million, followed by SMIC and Hua Hong Semiconductor with trading volumes of HKD 1,369.73 million and HKD 652.64 million, respectively [1][2] - In terms of net buying, ZTE Corporation had the highest net inflow of HKD 37.82 million, with its stock price increasing by 12.40% [1][2] - Conversely, Alibaba-W experienced the largest net outflow of HKD 75.05 million, with its stock price declining by 2.42% [1][2] Shenzhen-Hong Kong Stock Connect - In the Shenzhen-Hong Kong Stock Connect, SMIC was the most actively traded stock with a trading volume of HKD 896.55 million, followed by Alibaba-W and Hua Hong Semiconductor with trading volumes of HKD 791.68 million and HKD 306.47 million, respectively [2] - Kuaishou-W had the highest net inflow of HKD 73.91 million, with its stock price rising by 3.56% [2] - SMIC also faced significant net outflow, totaling HKD 204.86 million, with its stock price dropping by 6.70% [2]

Summary of Key Points Core Viewpoint - China National Offshore Oil Corporation (CNOOC) is actively increasing its shareholding through a planned buyback, demonstrating confidence in its long-term value despite current market fluctuations [1] Group 1: Buyback Plan Overview - The buyback is being conducted by CNOOC's actual controlling entity, China National Offshore Oil Group Co., Ltd [1] - The buyback period is set from April 9, 2025, to April 8, 2026, lasting 12 months [1] - The planned buyback amount ranges from 2 to 4 billion RMB [1] Group 2: Implementation Progress - As of October 8, 2025, CNOOC has increased its holdings by acquiring 22,098,000 shares through the Hong Kong Stock Connect [1] - The cumulative amount spent on the buyback so far is 332 million RMB (excluding taxes and fees) [1] - The shares acquired represent 0.05% of the total share capital [1] - The buyback plan is more than halfway through, but the actual amount spent has not reached the lower limit of the planned buyback [1] Group 3: Influencing Factors - The slow progress in the buyback is primarily influenced by stock market price fluctuations and the overall trend in the capital market [1] - The group has committed to continue purchasing shares as opportunities arise and will not reduce its holdings during the buyback period and the statutory timeframe [1] Group 4: Buyback Method and Funding - The buyback is being executed through concentrated bidding transactions on the Hong Kong Stock Connect [1] - The funding for the buyback is sourced from the company's own funds [1] - The buyback will not result in any changes to the controlling shareholder or actual controller [1]

Company News - Sunny Optical Technology (02382.HK) plans to transfer Shanghai Aolai for approximately 1.903 billion yuan and invest in GoerTek to jointly develop AI/AR optical business [2] - Orient Overseas International (00316.HK) reported a 8.3% decrease in shipping revenue for the first nine months, totaling approximately 6.696 billion USD, with an overall load factor down 1.5% and average revenue per standard container down 12.4% compared to the same period last year [2] - Xiehe New Energy (00182.HK) reported a 0.31% decrease in equity power generation for the first nine months, totaling 6,464.54 GWh, while solar equity power generation increased by 30.69% year-on-year [2] - Fast Retailing (06288.HK) announced annual results for the year ending August 31, 2025, with revenue of 3.400539 trillion yen, a year-on-year increase of 9.6%, and net profit of 433.009 billion yen, up 16.4% [3] - Dongfeng Motor Group (00489.HK) reported cumulative vehicle sales of 1.3168 million units for the first nine months, a year-on-year decline of approximately 3.6% [4] - Gemdale Property (00535.HK) reported a cumulative contract sales amount of approximately 8.533 billion yuan for the first nine months, a year-on-year decrease of 39.81% [4] - Baolong Real Estate (01238.HK) reported a contract sales total of approximately 5.431 billion yuan for the first nine months, down 43.64% year-on-year [4] - Zhengrong Real Estate (06158.HK) reported a cumulative contract sales amount of approximately 3.288 billion yuan for the first nine months, a year-on-year decrease of 32.8% [4] - JINGRUI Holdings (01862.HK) reported a contract sales amount of 740 million yuan for the first nine months, a year-on-year decrease of 49.52% [5] - China Wisdom Energy (01004) withdrew its liquidation petition [5] Shareholding Changes - Flat Glass Group (06865.HK) saw some shareholders and directors reduce their holdings by a total of 29.9803 million shares [6] - CNOOC Services (02883.HK) reported that its controlling shareholder, China National Offshore Oil Corporation, increased its holdings by 16.008 million H-shares over the past six months [6] - China National Offshore Oil Corporation (00883.HK) reported that its actual controller increased its holdings by 22.098 million shares in the past six months [6] - Tencent Holdings (00700.HK) repurchased 816,000 shares at a cost of 551 million HKD, with repurchase prices ranging from 666 to 680.5 HKD [6]

格隆汇10月9日丨中国海油(600938.SH)公布，截至2025年10月8日，中国海油集团累计增持公司港股股 份2209.8万股，占公司总股本的0.05%，增持金额为人民币3.32亿元（不含税费）。 ...

Core Points - China National Offshore Oil Corporation (CNOOC) has increased its stake in China National Offshore Oil (00883) through the Hong Kong Stock Connect, acquiring 22.098 million shares, representing approximately 0.05% of the total issued shares [1] - The total investment amount for this acquisition is approximately RMB 332 million, including taxes and fees [1] - Following this increase, CNOOC and its concert parties hold a total of 39.53 billion shares in the company, accounting for about 62.13% of the total issued shares [1]

证券代码：600938 证券简称：中国海油 公告编号：2025-029 中国海洋石油有限公司 关于实际控制人增持公司股份进展的公告 本公司董事会、全体董事及相关股东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。 重要内容提示： | 增持主体名称 | 中国海洋石油集团有限公司 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东、实控人 | 是 | 否 | | | 控股股东、实控人的一致行动人 | 是 | 否 | | | 直接持股 5%以上股东 | 是 | 否 | | | 董事、监事和高级管理人员 | 是 | 否 | | | 其他：__________ | | | 一、增持主体的基本情况 1 已披露增持计划情况：中国海洋石油有限公司（以下简称"中国海油" 或"公司"）于 2025 年 4 月 9 日披露了《关于实际控制人增持公司股 份计划的公告》（公告编号：2025-011）。公司实际控制人中国海洋石 油集团有限公司（以下简称"中国海油集团"）计划自 2025 年 4 月 9 日起 12 个 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has increased its stake in China National Offshore Oil (00883.HK) through the Hong Kong Stock Connect, acquiring a total of 22.098 million shares, representing approximately 0.05% of the company's total issued shares, with an investment amounting to RMB 331,506,654 (excluding taxes) [1] Group 1 - The shareholding of CNOOC and its concerted parties now totals 29,530,451,273 shares, accounting for about 62.13% of the total issued shares of the company [1] - As of October 8, 2025, the actual amount invested is less than 50% of the planned lower limit due to stock market price fluctuations and overall trends in the capital market [1] - CNOOC plans to continue increasing its stake in the company using its own funds, adhering to the relevant laws and regulations of the People's Republic of China [1] Group 2 - CNOOC and its concerted parties have committed not to reduce their holdings of the company's shares during the implementation period of this increase plan and within the statutory period [1]

Group 1 - The core point of the article is that China National Offshore Oil Corporation (CNOOC) has increased its stake in China National Offshore Oil (00883) through the Hong Kong Stock Connect system, acquiring a total of 22.098 million shares, which represents approximately 0.05% of the company's total issued shares [1] - The total amount spent on this acquisition is approximately RMB 332 million, excluding taxes and fees [1] - Following this increase, CNOOC and its concerted parties hold a total of 39.53 billion shares in the company, accounting for about 62.13% of the total issued shares [1]

证券代码：600938 证券简称：中国海油 公告编号：2025-028 中国海洋石油有限公司 2025年 A 股中期股息分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利人民币0.66612元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/16 | － | 2025/10/17 | 2025/10/17 | 1. 发放年度：2025年中期 2. 分派对象： 其中 A 股股息将以人民币支付，折算汇率以董事会宣派股息之日前一周的中国人民银行公布 的港元对人民币中间价平均值 1 港元折合人民币 0.91249 元计算，金额为每股人民币 0.66612 元（含税，保留小数点后五位）。 本次 A 股中期股息分配以实施权益分派股权登记日登记的公司 A 股股数2,990,000,000股 为基数，每股派发现金红利人民币0.6661 ...