智通财经APP获悉，根据2026年2月4日披露数据，喜相逢集团（02473）、南华期货股份（02691）、中 远海控（01919）港股通持股占比增加值最大，分别增加9.78%、2.31%、1.56%；山东墨龙（00568）、 赤峰黄金（06693）、中石化油服（01033）港股通持股占比减少值最大，分别减 少-6.00%、-3.02%、-1.12%。 在最近有统计数据的5个交易日内，喜相逢集团（02473）、南华期货股份（02691）、京城机电股份 （00187）港股通持股占比增加值最大，分别增加9.93%、8.01%、3.89%；钧达股份（02865）、赤峰黄 金（06693）、山东墨龙（00568）港股通持股占比减少值最大，分别减少-10.80%、-4.12%、-3.64%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 喜相逢集团(02473) | +9.78% | 12.29% | | 南华期货股份(02691) | +2.31% | 14.00% | | 中远海控( ...

Core Viewpoint - The report highlights the premium rates of AH shares, with Northeast Electric, Zhejiang Shibao, and Sinopec Oilfield Services leading in premium rates, while CATL, China Merchants Bank, and WuXi AppTec are at the bottom of the list [1][2]. Premium Rate Rankings - The top three AH shares by premium rate are: - Northeast Electric (00042) with a premium rate of 815.25% - Zhejiang Shibao (01057) with a premium rate of 351.07% - Sinopec Oilfield Services (01033) with a premium rate of 303.37% [2] - The bottom three AH shares by premium rate are: - CATL (03750) with a premium rate of -12.99% - China Merchants Bank (03968) with a premium rate of -1.83% - WuXi AppTec (02359) with a premium rate of 3.29% [2] Deviation Values - The top three shares by deviation value are: - Guoen Technology (02768) with a deviation value of 64.57% - Goldwind Technology (02208) with a deviation value of 30.74% - Sinopec Oilfield Services (01033) with a deviation value of 27.72% [1][2] - The bottom three shares by deviation value are: - Junda Co., Ltd. (02865) with a deviation value of -49.44% - Zhejiang Shibao (01057) with a deviation value of -46.76% - Yangtze Optical Fibre and Cable (06869) with a deviation value of -34.58% [1][3].

证券之星消息，2月3日油服工程板块较上一交易日下跌0.5%，石化油服领跌。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。油服工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300164 | 道線石油 | 12.00 | 8.60% | 195.78万 | | 23.19亿 | | 300191 | 潜能恒信 | 29.40 | 7.65% | 28.97万 | | 8.29亿 | | 920088 | 科力股份 | 43.99 | 3.51% | 9.66万 | | 4.17亿 | | 002828 | 贝肯能源 | 12.29 | 1.74% | 1 29.82万 | | 3.64亿 | | 600339 | 中油工程 | 3.88 | 1.04% | 147.05万 | | 5.67亿 | | 600583 | 海滩工程 | 6.48 | 0.78% | 65.55万 | | 4.22亿 | | 6 ...

Group 1 - The top three AH premium rates are held by Northeast Electric (00042) at 831.03%, Zhejiang Shibao (01057) at 349.11%, and Sinopec Oilfield Service (01033) at 287.64% [1] - The bottom three AH premium rates are recorded by CATL (03750) at -13.68%, China Merchants Bank (03968) at -2.20%, and WuXi AppTec (02359) at 2.64% [1] - The highest deviation values are seen in Andeli Juice (02218) at 23.04%, Dongpeng Beverage (09980) at 20.81%, and Goldwind Technology (02208) at 14.41% [1] Group 2 - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) at 270.81% and Beijing Mechanical and Electrical (00187) at 255.83% [1] - The bottom ten AH stocks by premium rate include companies like Hengrui Medicine (01276) at 2.75% and Weichai Power (02338) at 7.14% [1] - The top ten AH stocks by deviation value also feature Qingdao Bank (03866) at 13.73% and CanSino Biologics (06185) at 13.21% [1]

Group 1 - The core point of the article highlights that southbound funds increased their holdings in Sinopec Oilfield Service Corporation (01033.HK) by 46.57 million shares on February 2 [1] - Over the past five trading days, there were three days of net reductions in southbound fund holdings, totaling a net decrease of 3.308 million shares [1] - In the last 20 trading days, there were 13 days of net reductions, with a cumulative net decrease of 49.80 million shares [1] - Currently, southbound funds hold 866.5 million shares of Sinopec Oilfield Service, representing 15.98% of the company's total issued ordinary shares [1] Group 2 - Sinopec Oilfield Service Corporation is engaged in providing comprehensive oil and gas engineering and technical services in China [1] - The company operates five divisions: Geophysical Engineering, Drilling Engineering, Logging Engineering, Downhole Operations, and Engineering Construction [1] - The Geophysical Engineering division offers land and marine geophysical exploration and development technical services [1] - The Drilling Engineering division provides land and marine drilling design, construction, technical services, and drilling equipment [1] - The Logging Engineering division is involved in the collection, monitoring, transmission, processing, interpretation, and evaluation of wellbore oil, gas, geological, and engineering information [1] - The Downhole Operations division offers petroleum engineering technical services and construction [1] - The Engineering Construction division conducts feasibility studies, design, procurement, and construction for land and marine oilfield development projects [1]

Core Viewpoint - The report highlights the premium rates of AH shares, with Northeast Electric (00042), Sinopec Oilfield Service (01033), and Zhejiang Shibao (01057) leading in premium rates, while CATL (03750), China Merchants Bank (03968), and Heng Rui Medicine (01276) are at the bottom of the list [1] Premium Rate Rankings - The top three AH shares by premium rate are: - Northeast Electric (00042) with a premium rate of 864.29% - Sinopec Oilfield Service (01033) with a premium rate of 361.80% - Zhejiang Shibao (01057) with a premium rate of 345.22% [1] - The bottom three AH shares by premium rate are: - CATL (03750) with a premium rate of -14.10% - China Merchants Bank (03968) with a premium rate of -4.16% - Heng Rui Medicine (01276) with a premium rate of 0.99% [1] Deviation Value Rankings - The top three AH shares by deviation value are: - Sinopec Oilfield Service (01033) with a deviation value of 89.71% - Northeast Electric (00042) with a deviation value of 34.53% - Zhongwei New Materials (02579) with a deviation value of 25.28% [1] - The bottom three AH shares by deviation value are: - Zhejiang Shibao (01057) with a deviation value of -53.92% - Changfei Optical Fiber (06869) with a deviation value of -35.50% - Nanhua Futures (02691) with a deviation value of -30.81% [1] Additional Insights - The report includes detailed tables showing the premium rates and deviation values for various AH shares, indicating significant disparities in market valuations between H-shares and A-shares [2]

Core Viewpoint - The article discusses a significant decline in various sectors of the A-share market, particularly in precious metals and energy, driven by external market pressures and changes in liquidity conditions [1][2][3]. Group 1: Market Reactions - The precious metals sector in A-shares experienced a sharp decline, with multiple stocks hitting the daily limit down, including companies like Xiaocheng Technology and Zhaojin Gold [1]. - The oil and gas sector also faced severe losses, with companies such as Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit down due to a drop in natural gas prices influenced by warmer weather forecasts [2]. - Commodity futures markets saw widespread declines, with major contracts like silver and gold futures hitting limit down, reflecting a broader market sell-off [2]. Group 2: External Influences - The U.S. leveraged loan index has fallen to its lowest point since April 2025, indicating potential liquidity issues in the market, which is further corroborated by a significant drop in the cryptocurrency market [3]. - The adjustment of margin levels and price limits for silver contracts by the Shanghai Gold Exchange suggests increased volatility and risk in the precious metals market [1]. Group 3: Liquidity Concerns - A report from Tianfeng Securities highlights that the U.S. dollar liquidity index has dropped to -60%, indicating extreme tightening that could impact global assets [5]. - The potential appointment of Kevin Warsh as the new Federal Reserve Chair has raised concerns about a hawkish monetary policy, which could lead to further tightening and affect market expectations for interest rates [6].

每经AI快讯，石油及油服股早盘走低，截至发稿，山东墨龙(00568.HK)跌8.6%，报3.93港元；中石化油 服(01033.HK)跌7.22%，报0.9港元；中海油服(02883.HK)跌1.98%，报8.4港元；中海油(00883.HK)跌 2.87%，报23.68港元；中石油(00857.HK)跌2.16%，报9.08港元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中石化石油工程技術服務股份有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600871 | 說明 | 於上海證券交易所 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 13,547,012,351 | RMB | | 1 RMB | | 13,547,012,351 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 13,547,012,351 | RMB | | 1 RMB | | 13,547,012,351 | | 2. 股份分類 ...

Group 1 - Oil and oil service stocks experienced a decline in early trading, with Shandong Molong down 8.6% to HKD 3.93, Sinopec Oilfield down 7.22% to HKD 0.9, CNOOC Oilfield down 1.98% to HKD 8.4, CNOOC down 2.87% to HKD 23.68, and PetroChina down 2.16% to HKD 9.08 [1] - WTI crude oil fell by 4% and Brent crude oil dropped by over 5% [1] - Iranian Foreign Minister Zarif indicated the possibility of reaching a fair agreement with the U.S., and an Iranian official stated that there are no plans for military exercises in the Strait of Hormuz, contradicting previous reports [1] Group 2 - Huatai Futures reported that the recent rise in oil prices is attributed to a combination of geopolitical, macroeconomic, and liquidity factors [2] - The macro sentiment and potential stabilization of the dollar may reduce the upward pressure on oil prices, while liquidity factors could also retreat [2] - The situation in Iran remains tense, particularly in the Strait of Hormuz, which is a critical oil export chokepoint, necessitating close monitoring of developments [2]