Core Viewpoint - The stock of PetroChina Oilfield Services (600871) experienced a limit-up trading day with a turnover rate of 2.73% and a transaction amount of 8.22 billion yuan, indicating significant market interest and volatility [1][2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 8.69%, with net selling from the Shanghai-Hong Kong Stock Connect amounting to 3.3665 million yuan [1] - The top five trading departments accounted for a total transaction of 3.22 billion yuan, with buying amounting to 1.25 billion yuan and selling at 1.98 billion yuan, resulting in a net selling of 731.273 million yuan [1] - The main buying and selling departments included: - Top buyer: Kaiyuan Securities, with 42.22 million yuan - Top seller: CITIC Securities, with 102.52 million yuan [2] Fund Flow - The stock saw a net inflow of 1.92 billion yuan from main funds, with a significant inflow of 2.07 billion yuan from large orders, while smaller orders saw a net outflow of 150.736 million yuan [1] - Over the past five days, the net inflow of main funds totaled 1.43 billion yuan [1] Margin Trading - As of October 20, the margin trading balance for the stock was 282 million yuan, with a financing balance of 276 million yuan and a securities lending balance of 5.4892 million yuan [1] - In the last five days, the financing balance increased by 4.883 million yuan, representing a growth of 1.80%, while the securities lending balance rose by 1.4874 million yuan, showing a significant increase of 37.17% [1] Financial Performance - For the first half of the year, the company reported a revenue of 37.051 billion yuan, reflecting a year-on-year growth of 0.62%, and a net profit of 4.92 billion yuan, which is an increase of 8.95% year-on-year [2]

人民财讯10月21日电，港股收盘，恒生指数涨0.65%，恒生科技指数涨1.26%，中石化油服涨12%，中国 人寿涨超6%，新华保险涨超4%。 （原标题：恒生指数收涨0.65% 恒生科技指数涨1.26%） ...

Market Overview - On October 21, the oil service engineering sector rose by 3.82% compared to the previous trading day, with PetroChina Oilfield Services leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - PetroChina Oilfield Services (code: 600871) closed at 2.30, with a gain of 10.05% and a trading volume of 3.6965 million shares, amounting to a transaction value of 8.22 billion [1] - Huibo Yin (code: 002554) also saw a significant increase, closing at 3.52 with a 10.00% rise and a transaction value of 320 million [1] - Other notable performers included Tongyuan Petroleum (code: 300164) with a 6.51% increase, and Qianeng Hengxin (code: 300191) with a 5.10% increase [1] Capital Flow - The oil service engineering sector experienced a net inflow of 372 million from main funds, while retail funds saw a net outflow of 167 million [1] - The main funds' net inflow for PetroChina Oilfield Services was 193 million, accounting for 23.42% of its trading volume [2] - Huibo Yin had a main fund net inflow of 52.38 million, representing 16.36% of its trading volume, while retail funds showed a net outflow of 33.19 million [2]

Group 1 - The China Central Enterprises Innovation-Driven Index has risen by 1.50%, with significant increases in constituent stocks such as PetroChina Oilfield Services up by 10.05% and China Railway Construction Heavy Industry up by 7.14% [3] - The Central Enterprises Innovation-Driven ETF (515900) has increased by 1.53%, with a latest price of 1.59 yuan, and has shown a cumulative increase of 1.23% over the past month, ranking 1/4 among comparable funds [3] - The trading volume of the Central Enterprises Innovation-Driven ETF was 587.53 million yuan, with a turnover rate of 0.17% [3] Group 2 - China Shipbuilding Industry Corporation expects a net profit attributable to shareholders of 5.55 billion to 6.15 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 104.30% to 126.39% [4] - China CNR Corporation plans to hold a board meeting on October 30 to consider and approve its performance for the first three quarters, having signed significant contracts totaling approximately 54.34 billion yuan, which is about 22% of its expected revenue for 2024 [4] - The average daily trading volume of the Central Enterprises Innovation-Driven ETF over the past year was 20.23 million yuan, ranking first among comparable funds [4] Group 3 - The Central Enterprises Innovation-Driven Index evaluates the innovation and profitability quality of listed central enterprises, selecting 100 representative companies to reflect the overall performance of innovative central enterprises [5] - As of September 30, 2025, the top ten weighted stocks in the index include China Shipbuilding, Hikvision, and China Southern Power Grid, accounting for 36.04% of the total index weight [5] - The Central Enterprises Innovation-Driven ETF has seen a significant increase in scale, growing by 13.42 million yuan over the past three months, ranking 1/4 among comparable funds [4][5]

Core Viewpoint - Sinopec Oilfield Services (01033) experienced a significant stock price increase, rising nearly 15% during trading, with a current price of HKD 0.84 and a trading volume of HKD 173 million, following the announcement of a major contract [1] Group 1: Contract Announcement - Sinopec Oilfield Services' subsidiary, Guogong Company, signed a fixed-price contract for design, procurement, supply, construction, and trial operation with TotalEnergies for the Iraq Ratavi oil field Phase II well site and inter-well pipeline project [1] Group 2: Financial Performance - In the first half of 2025, Sinopec Oilfield Services is expected to show strong growth in overseas business, with new contract amounts reaching RMB 19.62 billion, a substantial year-on-year increase of 71.8% [1] - The overseas market accounted for 30.8% of the total new contract amounts during the same period [1]

Market Performance Summary - Sinopec Oilfield Service (01033) rose over 12% as the company continues to advance its overseas strategy, with new contract signings increasing by over 70% in the first half of the year [1] - China Hongqiao Group (00931) fell over 13% after a significant 55% surge the previous day, with ongoing discussions regarding potential investments [1] - BYD Electronic (00285) increased over 4% as the company is set to supply power components for NVIDIA's new 800VDC AI server architecture [1] - Horizon Robotics-W (09660) rose over 6% as its HSD technology was first adopted by the ET5 model, with multiple automakers already confirming orders [1] - Bilibili-W (09626) increased over 10% due to strong performance of new games, indicating a gradual release of its commercial value [1] - CRRC Corporation (01766) rose nearly 4% ahead of its third-quarter earnings report, with expectations for continued growth in new train procurement and maintenance [1] - Genscript Biotech (01952) rose over 5% as its EVM14 treatment for squamous cell carcinoma addresses critical clinical needs, leading in clinical development progress [1] - Bosideng (03998) increased nearly 6% following the appointment of renowned British designer Kim Jones as the creative director for its new AREAL high-end urban line [1] - Derin Holdings (01709) fell over 11% after announcing a discounted placement of shares to raise funds for expanding Bitcoin mining operations [1] US Market Highlights - TSMC (TSM.US) rose 0.89% as the first NVIDIA Blackwell wafers were recently produced in the US [3] - Pony.ai (PONY.US) increased 1.76% after partnering with Stellantis for autonomous vehicle solutions [3] - WeRide (WRD.US) rose 2.67% after successfully passing the Hong Kong Stock Exchange hearing, positioning itself to become the first "Robotaxi" stock in Hong Kong [3] - Zeekr (ZK.US) increased 4.48% as pre-sales for the refreshed Zeekr 7X officially began, offering significant pre-sale benefits [3] - iQIYI (IQ.US) rose 8.37% as Morgan Stanley upgraded its target price, citing the long-term growth potential of the domestic IP merchandise market [3] - Taoping (TAOP.US) increased 4.27% after announcing a non-binding letter of intent to acquire 100% of Alphalion Holding Limited [3] - Micron Technology (MU.US) rose 2.17% as several major firms raised their target prices for the company [4] - U.S. Antimony Corporation (UAMY.US) surged 20.02% following its proposal to acquire Larvotto Resources to enhance its critical mineral asset portfolio [4] - Apple (AAPL.US) rose 3.94% as a report indicated strong early sales of the iPhone 17 series in China and the U.S. [4] - Moderna (MRNA.US) increased 4.73% after presenting positive data on its mRNA vaccine pipeline at the IDWeek 2025 conference [4]

Core Viewpoint - Sinopec Oilfield Services (01033.HK) experienced a significant intraday increase of nearly 15%, with a current rise of 9.33%, trading at HKD 0.82, and a transaction volume of HKD 154 million [1] Group 1 - The stock price of Sinopec Oilfield Services rose to HKD 0.82, reflecting a strong market performance [1] - The trading volume reached HKD 154 million, indicating active investor interest [1]

Core Viewpoint - Sinopec Oilfield Services (01033) experienced a significant stock price increase, rising nearly 15% during trading, with a current price of HKD 0.82 and a trading volume of HKD 154 million, following the announcement of a major contract in Iraq [1] Group 1: Contract Announcement - Sinopec Oilfield Services' subsidiary, Guogong Company, signed a fixed-price contract worth RMB 2.553 billion with TotalEnergies for the second phase of the Ratawi oil field project in Iraq [1] - This contract signifies Sinopec Oilfield Services' recognition in high-end engineering and project management on an international scale, potentially leading to more large-scale project collaborations in the Middle East [1] Group 2: Business Performance - In the first half of 2025, Sinopec Oilfield Services reported strong growth in overseas business, with new contracts signed amounting to RMB 19.62 billion, a substantial year-on-year increase of 71.8%, accounting for 30.8% of total new contracts signed [1] - The international business generated a main operating revenue of RMB 9.28 billion, reflecting a year-on-year growth of 4.3%, and its contribution to total revenue rose to 25.3%, serving as a key driver for overall growth amid domestic market fluctuations [1]

Core Viewpoint - Sinopec Oilfield Services (600871) shares surged nearly 15% during trading, closing up 9.33% at HKD 0.82, with a trading volume of HKD 154 million, following the announcement of a significant contract in Iraq [1] Group 1: Contract Details - Sinopec Oilfield Services' subsidiary, Guogong Company, signed a fixed-price contract worth RMB 2.553 billion with TotalEnergies for the design, procurement, supply, construction, and trial operation of the second phase of the Ratavi oil field project in Iraq [1] - The Ratavi oil field is located in a key oil and gas region in the Middle East, indicating the company's growing recognition in high-end engineering and project management on an international scale [1] Group 2: Business Performance - In the first half of 2025, Sinopec Oilfield Services reported strong growth in overseas business, with new contracts signed amounting to RMB 19.62 billion, a significant year-on-year increase of 71.8%, accounting for 30.8% of total new contracts signed, up 12.3 percentage points from the previous year [1] - The international business generated a main operating revenue of RMB 9.28 billion, reflecting a year-on-year growth of 4.3%, and its contribution to total revenue rose to 25.3%, becoming a core driver for overall growth amid domestic and external market fluctuations [1]

Group 1 - The stock of Sinopec Oilfield Service has seen a significant increase, with a rise of 16% to HKD 0.87, and a trading volume of HKD 79.0542 million [1] - The total market capitalization of Sinopec Oilfield Service is HKD 38.811 billion [1] - Year-to-date, the stock has accumulated a growth of 33.85% [1]