记者从中国海油方面获悉，渤海又一个亿吨级油田——垦利10-2油田3座生产平台正在进行海上调试， 计划年内投产，将为渤海油田实现上产4000万吨增添新动能。 国际能源署（IEA）数据显示，全球70%的油气资源蕴藏于海洋，44%分布在300米以上深水及超深水区 域。目前，全球深水油气资源探明率较低，S&P（标准普尔指数）2025年4月底数据显示，油气2P （Two-Phase）可采储量达905.1亿桶油当量，其中石油占比51.7%，天然气占比48.3%。 油气领域专家表示，深水油气储量探明率远低于陆上和浅水油气，深水逐渐成为油气储量发现的主要增 长极和资源供给接替区。近10年来，深水石油和天然气年均新增探明储量的全球占比分别达45%和 38%；深水石油和天然气产量的全球占比分别达8%和20%。两者储产量的全球占比均呈现逐年提高的趋 势。 中国海油方面向记者表示，其已建立起完整的海上油气勘探开发生产技术体系，突破了1500米超深水油 气田开发工程模式关键技术体系。近10年来，随着深水油气勘探投资的不断增加，中国海油先后取 得"深海一号"大气田、东方气田群、宝岛21-1气田、开平南油田等规模深水油气发现，成为未来油气 ...

智通财经记者 | 田鹤琪 在A股三大指数集体收跌背景下，油气概念股逆势走强。 6月13日上午开盘，通源石油(300164.SZ)、准油股份(002207.SZ)、贝肯能源(002828.SZ)、中曼石油 (603619.SH)竞价涨停，科力股份(920088.BJ)、潜能恒信(300191.SZ)、宝利国际(300135.SZ)、洲际油气 (600759.SH)高开超10%。 截至当日收盘，科力股份收涨29.98%，通源石油收涨19.91%，首华燃气(300483.SZ)、潜能恒信、贝肯 能源、中曼石油均涨超10%。 | 油气开采及服务。 | | | | | | --- | --- | --- | --- | --- | | 1349.69 8.89% | | | | | | 基金 成分股 简况(F10) | | 资金 | | 板块分析 新闻 | | 品多股同列 | | | | 乙批量加自选 | | 全部 龙头股 3日内有涨停 | 连板 | | | 连续3日主力净流入 ਚੋਣ | | 名称/代码 | 最新 = | | 涨幅 ◆ | 5日涨幅 = ▶ | | 科力股份 | 41.14 | | +29.98% | ...

6月13日恒生指数下跌0.59%，南向资金全天合计成交金额为1582.49亿港元，其中，买入成交792.19亿 港元，卖出成交790.30亿港元，合计净买入金额1.89亿港元。具体来看，港股通（深）累计成交金额 583.33亿港元，买入成交306.56亿港元，卖出成交276.77亿港元，合计净买入金额29.79亿港元；港股通 （沪）累计成交金额999.17亿港元，买入成交485.64亿港元，卖出成交513.53亿港元，合计净卖出金额 27.89亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是山东墨龙，合计成交额97.45亿港元， 阿里巴巴-W、小米集团-W成交额紧随其后，分别成交79.63亿港元、55.14亿港元。以净买卖金额统 计，净买入的个股共有5只，美团-W净买入额为12.18亿港元，净买入金额居首，该股收盘股价下跌 1.99%，建设银行净买入额为4.06亿港元，中石化油服净买入额为8642.16万港元。净卖出金额最多的是 阿里巴巴-W，净卖出33.14亿港元，该股收盘股价下跌2.27%，腾讯控股、中国海洋石油遭净卖出20.64 亿港元、9.19亿港元。 6月13日南向资金成交活跃股 ...

6月13日恒生指数下跌0.59%，报收23892.56点，全天南向资金通过港股通渠道合计净买入1.89亿港元。 证券时报·数据宝统计，6月13日港股通全天合计成交金额为1582.49亿港元，成交净买入1.89亿港元。 具 体来看，沪市港股通成交金额999.17亿港元，成交净卖出27.89亿港元；深市港股通成交金额583.33亿港 元，成交净买入29.79亿港元。 6月13日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 00568 | 山东墨龙 | 港股通(沪) | 756964.09 | 4547.99 | 75.65 | | 09988 | 阿里巴巴-W | 港股通(沪) | 601722.19 | -304442.57 | -2.27 | | 00883 | 中国海洋石油 | 港股通(沪) | 414204.61 | -144192.65 | 2.07 | | 03988 | 中国银行 | 港股通(沪) | 335063.09 | -40552.59 ...

2025年6月13日当天，山东墨龙（维权）(00568)、阿里巴巴-W(09988)、中国海洋石油(00883)位居沪港 通（南向）成交额前3位，成交额分别为75.70 亿元、60.17 亿元、41.42 亿元；小米集团-W(01810)、山 东墨龙(00568)、阿里巴巴-W(09988) 位居深港通（南向）成交额前3位，成交额分别为22.51 亿元、 21.76 亿元、19.46 亿元。 沪港通（南向）十大活跃成交公司 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 小米集团-W(01810) | 22.51 亿元 | -3.78 亿元 | | 山东墨龙(00568) | 21.76 亿元 | +46.09 万元 | | 阿里巴巴-W(09988) | 19.46 亿元 | -2.69 亿元 | | 美团-W(03690) | 17.76 亿元 | +12.54 亿元 | | 腾讯控股(00700) | 16.34 亿元 | -8.78 亿元 | | 信达生物(01801) | 14.92 亿元 | -3.94 亿元 | | 泡泡玛 ...

智通财经6月13日讯（编辑 冯轶）据Wind数据显示，本周南向资金累计净流入约154.57亿港元，环比上周多流入约5.3亿港元。 南向资金本周累计成交6403.80亿港元，较上周明显放量，环比增约56%，同期恒指行情冲高回落。 | | | | 南向 | | | | | --- | --- | --- | --- | --- | --- | --- | | 排名 股票代码 | 股票简称 | 净买入 排名 | | 股票代码 | 股票简称 | 净买入 | | 3690.HK | 美团-W | 56.75 | 1 | 0700.HK | :腾讯控股 | -110.29 | | 2 1211.HK | 比亚迪股份 | 29.79 | 2 | 9988.HK | : 阿里巴巴-W | -70.23 | | 3 0939.HK | 建设银行 | 22.05 | 3 | 1810.HK | 小米集团-W | -64.36 | | ব 1801.HK | 信达生物 | 18.55 | 4 | 1024.HK | 快手-W | -16.99 | | 5 1093.HK | 石药集团 | 16.56 | 5 | 0883.HK | ...

智通财经APP获悉，6月13日港股市场，北水成交净买入1.89亿港元，其中港股通(沪)成交净卖出27.89亿 港元，港股通(深)成交净买入29.79亿港元。 北水净买入最多的个股是美团-W(03690)、建设银行(00939)、中石化油服(01033)。北水净卖出最多的个 股是阿里巴巴-W(09988)、 腾讯(00700)、中海油(00883)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 山东墨龙 | 38.08亿 | 37.62亿 | 75.70亿 | | HK 00568 | | | +4547.99万 | | 阿里巴巴-W | 14.86 Z | 45.31 乙 | 60.17 亿 | | HK 09988 | | | -30.44亿 | | :洪映圖中 | 13.50亿 | 27.92 乙 | 41.42亿 | | HK 00883 | | | -14.42 Z | | 中国银行 | 14.73 乙 | 18.78 乙 | 33.51亿 | | HK 03988 | | | -4.061Z | | 小米 ...

Market Overview - The Shanghai Composite Index fell by 0.75% on June 13, with only three sectors experiencing gains, led by the oil and petrochemical sector, which rose by 2.05% [2] - The defense and public utilities sectors also saw increases of 1.72% and 0.48%, respectively [2] - Conversely, the beauty and personal care sector and the media sector faced declines of 4.12% and 2.53% [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.673 billion yuan, with 24 sectors experiencing net outflows [2] - The computer sector had the largest net outflow of 7.043 billion yuan, followed by the automotive sector with 5.428 billion yuan [2] - In contrast, the defense and military industry saw a net inflow of 2.570 billion yuan, while the oil and petrochemical sector had a net inflow of 1.512 billion yuan [2] Oil and Petrochemical Sector Performance - The oil and petrochemical sector experienced a 2.05% increase, with a total net capital inflow of 1.512 billion yuan [3] - Out of 48 stocks in this sector, 34 stocks rose, with 8 hitting the daily limit, while 12 stocks declined [3] - The top three stocks with significant net inflows included Tongyuan Petroleum (2.41 billion yuan), China National Offshore Oil Corporation (2.38 billion yuan), and Continental Oil (2.09 billion yuan) [3][4] Individual Stock Performance - The top-performing stock in the oil and petrochemical sector was Tongyuan Petroleum, which increased by 19.91% with a turnover rate of 36.47% and a capital flow of 241.26 million yuan [4] - Other notable performers included China National Offshore Oil Corporation (up 2.98%, capital flow of 238.03 million yuan) and Continental Oil (up 9.95%, capital flow of 208.67 million yuan) [4] - Conversely, the stocks with the largest capital outflows included Qianeng Hesheng (7.607 million yuan), Rongsheng Petrochemical (2.194 million yuan), and Hengtong Co. (1.711 million yuan) [5]

Market Performance - The Hang Seng Index increased by 0.42% to close at 23892.56 points, while the Tech Index decreased by 0.89% to 5239.71 points, and the National Enterprises Index rose by 0.30% to 8655.33 points [2][4]. Key Stock Movements - China Rare Earth (00769.HK) surged by 69.41% due to the easing of export restrictions, with the Ministry of Commerce indicating approval for compliant export applications [4]. - Yunfeng Financial (00376.HK) rose by 28.98% following positive news from Ant Group regarding plans to apply for stablecoin licenses in Hong Kong and Singapore [4]. - Budweiser APAC (01876.HK) fell by 9.15% due to a 11% year-on-year decline in sales in the first quarter in China [4]. - Xpeng Motors (09868.HK) dropped by 7.06% amid negative market sentiment and increased financial pressure from shortened payment terms to suppliers [4]. Institutional Insights - Institutions like CITIC Securities and CICC noted improvements in China's macroeconomic data and policy support as fundamental backing for the Hong Kong stock market [5]. - Southbound capital inflows have exceeded HKD 600 billion this year, with an estimated additional space for HKD 339.4 billion in investments [5]. Geopolitical Impact - A recent attack by Israel on Iran has heightened market risk aversion, leading to declines in major indices: the Hang Seng Index fell by 0.59%, the Tech Index by 1.72%, and the National Enterprises Index by 0.85% [6][7]. Sector Performance - Gold and oil stocks performed well, with companies like Chifeng Jilong Gold Mining (06693.HK) and Shandong Molong Petroleum Machinery (00568.HK) seeing significant gains of 10.55% and 75.65%, respectively, driven by rising gold prices and international oil price increases [8][10]. - Technology and pharmaceutical sectors faced sell-offs, with Alibaba (09988.HK) and Meituan (03690.HK) declining by 2.27% and 1.99% respectively, influenced by new regulatory announcements [16][19]. Company-Specific Developments - Delin International (01126.HK) rose by 17.08% due to positive sentiment surrounding its association with the popular toy brand labubu [21]. - Chow Tai Fook (01929.HK) increased by 5.37% after Bank of America raised its target price, despite a projected 9% decline in net profit for FY2025 [23][24].

2025 年 6 月 13 日 行业研究 中国钾肥海运进口合同达成，持续关注钾肥行业 ——石化化工交运行业日报第 78 期（20250613） 要点 2025 年中国钾肥海运进口合同达成。2025 年 6 月 4 日，印度钾肥进口大合 同价格确定，俄罗斯钾肥公司（BPC）与印度化肥进口商 IPL 以 349 美元/吨 的价格达成交易，发货至 2025 年 12 月份，货量为 65 万吨。2025 年的印度 钾肥进口大合同价格较去年上涨 70 美元/吨，涨幅 25%。印度基本奠定了大 合同的基础价格。2025 年 6 月 12 日，中国钾肥进口谈判小组（中化、中 农、中海化学）与食安供应链有限公司（迪拜）就 2025 年钾肥年度进口合 同价格达成一致，合同价格为 346 美元/吨 CFR。根据中国钾肥大合同的价 格来核算成本，按照 6 月 12 日的人民币汇率 7.18 计算，折合中国标准氯化 钾 60%含量港口成本价格在 2830 元/吨左右，各个港口的港杂费用不一。未 来新合同的执行，将及时保障今年下半年及明年春季的货源供应，在提升钾 肥供应链保障能力、支撑农业稳产增收、筑牢国家粮食安全屏障等方面发挥 关键 ...