今天上午，有色金属板块全面大涨，油气开采板块走强。美元指数大跌、地缘事件等是两者共同的催化因素。"三桶油"、有色双巨头紫金矿业、洛阳钼业 均上涨。 市场对资源股的热情，也蔓延至其他的周期板块，化工、钢铁、煤炭等板块上涨，此外，化工板块还受益于涨价主题催化。 同样受涨价主题催化的还有半导体板块，相关概念股上午表现活跃。龙头公司中微半导1月27日发布涨价通知函，截至上午收盘涨超14%，早盘触 及"20CM"涨停。 | | | 11.67 JL.L7 | P | | --- | --- | --- | --- | | | | 11:29 52.29 | 4 | | 36.57 | | -20.00% 11:29 52.30 | 2 | | 09:30 | 11:30 【下】【一】【下】【的】【以】【以】【的】【，】【了】【，】【了】【，】【了】【了】【了】【了】【了】【了】【了】【了】【 | 15:00 11:29 52.29 45 | | 截至上午收盘，上证指数上涨0.49%，深证成指上涨0.09%，创业板指下跌0.37%。全市场半日成交额超1.93万亿元。 有色金属、油气开采板块大涨 今天上午，有色金属板块全面 ...

Market Overview - The A-share market showed mixed performance on January 28, with the Shanghai Composite Index up by 0.49%, the Shenzhen Component Index up by 0.09%, and the ChiNext Index down by 0.37% [1][13] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion CNY, an increase of 40.2 billion CNY compared to the previous day [1][13] Gold and Precious Metals - International gold prices surpassed 5200 USD, leading to a surge in the gold and non-ferrous metal sectors, with several stocks hitting the daily limit [1][13] - Zijin Mining saw a rise of over 3%, with a trading volume of 15.5 billion CNY, ranking first in the A-share market [1][13] Oil and Gas Sector - The oil and gas sector experienced significant activity, with the overall sector rising by over 4.37% [2][14] - China National Offshore Oil Corporation (CNOOC) saw its stock price increase by 7.52%, reaching a new historical high, with a total market capitalization exceeding 1.7 trillion CNY [2][14] - International oil prices rose, with light crude oil futures for March delivery closing at 62.39 USD per barrel, up by 2.9%, and Brent crude at 67.57 USD, up by 3.02% [4][16] Natural Gas Market - A winter storm in the U.S. has led to a spike in natural gas prices, with Henry Hub natural gas futures reaching 7.43 USD per million British thermal units, a 140% increase since January 16 [4][17] - The storm is expected to increase consumer spending on natural gas and electricity, with the largest U.S. power grid operator predicting record winter electricity demand [5][17] - U.S. natural gas production fell by 9% on January 25, primarily in Texas and the central regions, with a projected 30% decrease in liquefied natural gas exports due to domestic prices exceeding international prices [5][17] Semiconductor Sector - The semiconductor sector is experiencing a price increase, with companies like Zhongwei Semiconductor announcing price hikes of 15% to 50% for various products due to supply-demand pressures [7][19] - Other companies, such as Guokai Microelectronics, have also issued price increase notices, with some products seeing price hikes of up to 80% [11][23] - The demand for AI computing power is driving this price surge, with expectations of a 28% increase in global AI server shipments by 2026 [11][23]

Market Overview - On January 28, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.49% while the ChiNext Index fell by 0.37% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - Over 3,500 stocks in the market declined, with sectors such as photovoltaic, wind power, pharmaceuticals, and robotics experiencing significant losses [1] Gold and Precious Metals - The precious metals sector continued to rise, with notable performances from companies like China Gold (600916) achieving four consecutive trading limits, and Hunan Gold (002155) achieving three consecutive limits [1] - The spot price of gold reached $5,240 per ounce, with a daily increase of over 1%, while silver prices surpassed $115 per ounce [1] - Domestic gold jewelry prices have adjusted to over 1,600 yuan per gram due to the surge in international gold prices [1] Oil and Gas Sector - Oil and gas stocks became active again, with Sinopec Oilfield Services (600871) hitting the daily limit and China National Offshore Oil Corporation (600938) rising over 7% to reach a market value of 1,097.1 billion yuan [2] - The price of natural gas in the U.S. surged due to a large winter storm, with Henry Hub natural gas futures reaching $7.43 per million British thermal units, a 140% increase since January 16 [2] Semiconductor and Technology - The storage chip sector showed strength, with companies like Purun Co. rising over 15% to set new historical highs [4] - Samsung Electronics and SK Hynix have significantly raised prices for LPDDR memory used in iPhones, with increases exceeding 80% for Samsung and nearly 100% for SK Hynix [4] - The computing rental concept also gained traction, with Meili Cloud (000815) hitting the daily limit and other tech companies following suit [4] Aluminum and Real Estate - The electrolytic aluminum sector saw a continuous rise, with China Aluminum (601600) hitting the daily limit and reaching its highest level since December 2009 [5] - The real estate sector experienced a surge, with Yingxin Development (000620) hitting the daily limit, and signs of recovery in first-tier cities' markets [5] Hong Kong Market - On January 28, the snack company "Mingming Hen Mang" made its debut on the Hong Kong Stock Exchange, receiving nearly 1,900 times subscription during the public offering phase [5] - The stock surged by 88.08% at the opening, with a market value exceeding 90 billion Hong Kong dollars at one point [5]

近日，驻中国海油纪检监察组组长钟庆明与8位党组成员一对一、面对面开展约谈。这已经是该组连续 第5年全覆盖约谈党组成员，也是全面派驻改革后的首次约谈。5年来，约谈工作在坚持中不断深入深 化，成为贯通落实"两个责任"的有力抓手和加强党组班子建设的重要载体。 驻中国海油纪检监察组始终把学习贯彻习近平总书记重要指示批示精神和党中央重大决策部署作为约谈 的首要方面，推动党组成员结合分管领域，深入思考贯彻落实的具体思路和方法举措。 2023年，党中央把包括中国海油在内的中管企业列为首轮巡视对象。驻中国海油纪检监察组把约谈工作 和中央巡视整改监督相结合，围绕反馈问题"怎么看""怎么改""怎么治"等深入交换意见，督促以思想认 识到位，带动整改落实到位。 2024年，多起腐败案件被集中查处，揭开了政治生态存在的深层次问题。围绕监督推动以案促改促治， 驻中国海油纪检监察组把学习领会习近平总书记关于反腐败斗争形势"两个仍然"的重大判断作为约谈的 重要内容，与党组成员深入研讨分析。 约谈中，多名党组成员表示在监督提醒中感受到了关心关爱。"每年接受派驻纪检监察组约谈已经成为 习惯，希望能够常态化开展谈话交流。"有党组成员表示。 为增强 ...

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

每经AI快讯，1月28日，港股石油股持续走强，中石化油服涨超17%，中国海洋石油、中国石油股份涨 超4%，中国石油化工股份涨超3%。 ...

此外，因一场严重冬季风暴横扫全美、令能源基础设施和电网承压，美国石油生产商在上周末损失的产 量最高达200万桶/日，约占全国产量的15%。华泰证券研报指出，地缘溢价已导致淡季油价筑底反弹， 随着需求回升及全球性储备性累库，26Q2-Q3油价有望见底上探。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.540 | 4.34% | | 00338 | 上海石油化工股 | 1.550 | 4.03% | | 00857 | 中国石油股份 | 9.180 | 4.20% | | 02883 | 中海油田服务 | 8.910 | 3.73% | | 00386 | 中国石油化工股 | 5.420 | 3.04% | | 00135 | 昆仑能源 | 7.990 | 0.50% | 港股石油股继续涨势，中国海洋石油、中国石油股份、上海石油化工均涨超4%，其中，中海油刷新历 史新高价，中海油田服务涨3.7%，中国石油化工涨3%。 消息上，负责中东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场 ...

消息面上，受伊朗局势、美国恶劣天气以及美元走软提振，油价周二走高。WTI3月原油期货收于每桶 62.39美元，涨幅为2.9%；布伦特3月原油期货收于每桶67.57美元，涨幅为3.02%。据新华社，负责中东 地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战备演习。 此外，伊朗官员称已对霍尔木兹海峡进行实时监控。 智通财经APP获悉，石油股集体走高，截至发稿，中海油(00883)涨4%，报24.46港元；中海油服(02883) 涨3.26%，报8.87港元；中石油(00857)涨3.29%，报9.1港元；中石化(00386)涨1.71%，报5.35港元。 华泰证券研报指出，地缘溢价已导致淡季油价筑底反弹，随着需求回升及全球性储备性累库，26Q2-Q3 油价有望见底上探，叠加美联储降息对需求拉动，亚非拉地区成品油需求或景气上行，上调26年布伦特 均价为65美元/桶（前值62美元/桶）。长期而言，考虑主要产油国边际成本及"利重于量"诉求，油价中 枢存60美元/桶底部支撑。 ...

截至1月28日10点整，石化ETF（159731）涨1.26%，持仓股浙江龙盛涨停，宝丰能源、和邦生物等涨幅 居前。从资金净流入方面来看，石化ETF连续15个交易日获得资金净流入，合计"吸金"7.45亿元。石化 ETF最新份额达10.18亿份，最新规模10.45亿元，均创成立以来新高。 国信证券认为，工信部印发石化化工行业稳增长方案，行业"减油增化"稳步推进。国际油价窄幅波动， 沙特OSP升水下调，炼化成本端逐步改善。近期，全球外部环境急剧变化，但考虑到OPEC+的财政平衡 油价成本，以及美国页岩油较高的新井成本，预计2026年布油中枢在55-65美元/桶窄幅波动，处于炼厂 成本舒适区。此外2025年10月来，沙特连续下调对亚洲OSP油价，将进一步减少对国内炼厂成本端压 力。后续随着俄乌关系缓和，VLCC运价有望降低波动，炼厂成本端将逐步改善。 石化ETF（159731）及其联接基金（017855/017856）紧密跟踪中证石化产业指数，从申万一级行业分 布来看，指数以基础化工和石油石化行业为主，权重占比合计超91%，前十大重仓股中涵盖了"三桶 油"——中国石油、中国石化、中国海油，权重占比合计超20%。 每 ...

数据显示，截至2025年12月31日，国证石油天然气指数(399439)前十大权重股分别为中国石油、中国石 化、中国海油、杰瑞股份、广汇能源、招商轮船、新奥股份、九丰能源、中远海能、大众公用，前十大 权重股合计占比67.11%。 石油ETF鹏华(159697)，场外联接(A：019827；C：019828；I：022861) 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 消息面上，受伊朗局势、美国恶劣天气以及美元走软提振，油价周二走高。WTI3月原油期货收于每桶 62.39美元，涨幅为2.9%；布伦特3月原油期货收于每桶67.57美元，涨幅为3.02%。 华泰证券指出，据IEA 1月21日发布的原油市场月报，考虑宏观经济和贸易前景改善，叠加油价下跌及 美元走弱，上调25/26年全球石油需求增量预测为85/93万桶/天（上月预测为83/86万桶/天），其中石化 原料需求持续修复，燃料产品的需求增长依然由航煤引领，同时非OECD国家预计将贡献26年全部增 量。 截至2026年1月28日 09:31，国证石油天然气指数(399439)强势上涨1.90%，成分股中曼石油上涨4.29%， 石化 ...