Core Viewpoint - The report highlights the current premium rates of AH shares, with Northeast Electric, Zhejiang Shibao, and Junda Co. leading in premium rates, while CATL, Hengrui Medicine, and China Merchants Bank are at the bottom of the list [1][2]. Premium Rate Rankings - Northeast Electric (00042) has a premium rate of 815.25%, followed by Zhejiang Shibao (01057) at 378.67% and Junda Co. (02865) at 342.63% [2]. - The lowest premium rates are recorded for CATL (03750) at -13.79%, Hengrui Medicine (01276) at -2.52%, and China Merchants Bank (03968) at -2.22% [1][2]. Deviation Values - Junda Co. (02865) has the highest deviation value at 104.89%, followed by Goldwind Technology (02208) at 23.62% and Guanghetong (00638) at 20.17% [1][2]. - The lowest deviation values are for Northeast Electric (00042) at -35.64%, Chenming Paper (01812) at -16.87%, and China Life (02628) at -15.34% [1][4]. Additional Insights - The report includes a detailed table of the top ten and bottom ten AH stocks based on premium rates and deviation values, providing a comprehensive overview of the current market situation [2][3][4].

证券代码：600871 证券简称：石化油服 公告编号：2026-001 中石化石油工程技术服务股份有限公司 关于 2025 年度对外担保实际发生情况的公告 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： 担保对象及基本情况 | | 本次担保金额 | 实际为其提供的担 保余额（不含本次担 | 是否在前期 | 本次担保 | | --- | --- | --- | --- | --- | | 被担保人名称 | （人民币亿 | | | 是否有反 | | | 元） | 保金额，人民币亿 | 预计额度内 | 担保 | | | | 元） | | | | 中石化胜利石油 | -1.54 | 11.28 | 是 | 否 | | 工程有限公司 | | | | | | 中石化中原石油 | 4.16 | 24.57 | 是 | 否 | | 工程有限公司 | | | | | | 中石化华东石油 | -1.56 | 4.42 | 是 | 否 | | 工程有限公司 | | | | | | 中石化石油工程 | 16.51 | 30.35 | ...

证券之星消息，1月20日南向资金减持20.8万股中石化油服（01033.HK）。近5个交易日中，获南向资金 减持的有3天，累计净减持1624.8万股。近20个交易日中，获南向资金增持的有12天，累计净增持1341.4 万股。截至目前，南向资金持有中石化油服（01033.HK）9.05亿股，占公司已发行普通股的16.72%。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-01-20 | 9.05亿 | -20.80万 | -0.02% | | 2026-01-19 | 9.05 Z | -1407.40万 | -1.53% | | 2026-01-16 | 2616 | 364.00万 | 0.40% | | 2026-01-15 | 9.16亿 | -570.40万 | -0.62% | | 2026-01-14 | 9.21亿 | 9.80万 | 0.01% | 中石化石油工程技术服务股份有限公司是一家从事提供综合油气工程与技术服务的中国公司。该公司运 营五个分部。地球物理工程分部从事提供陆地、海洋地球物理勘探开发技术 ...

Group 1 - Since 2022, the chemical industry has faced price declines due to new capacity coming online and falling crude oil prices, leading to a decrease in overall profitability as companies adopt a price-for-volume strategy to capture market share [1] - In 2024, most chemical prices are stabilizing at low levels, with profitability still under pressure; however, the introduction of growth stabilization measures may lead to the elimination of some outdated capacities, improving the overall supply-demand balance and potentially enhancing product profitability [1] - According to Huatai Securities, by the second half of 2025, the profitability of bulk chemicals is expected to hit a ten-year low due to weak demand and the end of supply-side increases, with the current downturn resembling the bottom of the basic chemical sector in late 2015 [1] Group 2 - The chemical industry is characterized as a typical cyclical industry, usually experiencing a five-year cycle that includes phases of "profit upturn - capacity expansion - profit bottoming - capacity clearance/demand expectation improvement" [2] - With capital expenditure growth turning negative, anti-involution trends, global interest rate cuts, and domestic demand expansion, there is optimism for the chemical sector entering a "dawn" phase at the beginning of the 14th Five-Year Plan [2] - The chemical industry chain includes several Hong Kong-listed companies such as Sinopec (600028)(00386), Sinopec Oilfield Service (600871)(01033), and Shanghai Petrochemical (600688)(00338) [3]

Group 1 - Since 2022, the chemical industry has faced price declines due to new capacity coming online and falling crude oil prices, leading to a decrease in overall profitability as companies adopt a price-for-volume strategy to capture market share [1] - In 2024, most chemical prices are stabilizing at the bottom, with profitability still under pressure; however, the introduction of growth stabilization measures may lead to the elimination of some outdated capacities, improving the overall supply-demand balance and potentially enhancing product profitability [1] - According to Huatai Securities, by the second half of 2025, the profitability of bulk chemicals is expected to hit a ten-year low due to weak demand and the end of supply-side increments, similar to the industry losses seen at the end of 2015 [1] Group 2 - The chemical industry is characterized as a typical cyclical industry, usually experiencing a five-year cycle through stages of "profit upturn - capacity expansion - profit bottoming - capacity clearance/demand expectation improvement" [2] - With negative growth in capital expenditure, anti-involution trends, global interest rate cuts, and domestic demand expansion, the chemical sector is anticipated to enter a "dawn" phase at the beginning of the 14th Five-Year Plan [2] - Related Hong Kong stocks in the chemical industry include Sinopec (00386), Sinopec Oilfield Service (01033), Sinopec Engineering (02386), Shanghai Petrochemical (00338), Sinopec Kantons (00934), China Sanjiang Chemical (02198), and Wuhan Organic Chemicals (02881) [3]

Core Viewpoint - Southbound funds have increased their holdings in Sinopec Oilfield Service Corporation (01033.HK) by 3.64 million shares on January 16, indicating a growing interest from investors in the company [1] Group 1: Southbound Fund Activity - In the last 5 trading days, southbound funds have increased their holdings on 3 days, with a total net increase of 374,000 shares [1] - Over the past 20 trading days, there have been 14 days of net increases, totaling 28.49 million shares [1] - Currently, southbound funds hold 919 million shares of Sinopec Oilfield Service, accounting for 16.99% of the company's total issued ordinary shares [1] Group 2: Company Overview - 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 Division focuses on land and marine geophysical exploration and development technical services [1] - Drilling Engineering Division provides land and marine drilling design, construction, technical services, and drilling equipment [1] - Logging Engineering Division offers engineering contracting and technical services for collecting, monitoring, transmitting, processing, interpreting, and evaluating wellbore oil and gas, geological, and engineering information [1] - Downhole Operations Engineering Division provides petroleum engineering technical services and construction [1] - Engineering Construction Division conducts feasibility studies, design, procurement, and construction for land and marine oil and gas field projects [1]

Core Viewpoint - Southbound funds have increased their holdings in Sinopec Oilfield Service Corporation (01033.HK) by 3.556 million shares on January 13, indicating a growing interest from investors in the company [1] Group 1: Southbound Fund Activity - Over the past five trading days, there have been two days of net increases in holdings by southbound funds, totaling 1.534 million shares [1] - In the last twenty trading days, there have been thirteen days of net increases, with a cumulative total of 47.016 million shares added [1] - Currently, southbound funds hold 921 million shares of Sinopec Oilfield Service, representing 17.02% of the company's total issued ordinary shares [1] Group 2: Company Overview - 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 Division, which offers land and marine geophysical exploration and development technical services [1] - Drilling Engineering Division, which provides land and marine drilling design, construction, technical services, and drilling equipment [1] - Logging Engineering Division, which conducts engineering contracting and technical services for collecting, monitoring, transmitting, processing, interpreting, and evaluating wellbore oil, gas, geological, and engineering information [1] - Downhole Operations Engineering Division, which offers petroleum engineering technical services and construction [1] - Engineering Construction Division, which provides feasibility studies, design, procurement, and construction for land and marine oil and gas field projects [1]

Group 1 - The core point of the article is that as of January 10, 2026, the number of A-share shareholders for the company, Sinopec Oilfield Service, is reported to be 150,900 households [2]

Group 1 - The core point of the article highlights that southbound funds reduced their holdings in Sinopec Oilfield Service Corporation (01033.HK) by 254,000 shares on January 9, while there were two days of net increases in the past five trading days, totaling 3.124 million shares [1] - Over the last 20 trading days, there were 13 days of net increases in southbound funds, accumulating to 46.832 million shares [1] - As of now, southbound funds hold 919 million shares of Sinopec Oilfield Service, accounting for 16.98% 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]

Core Viewpoint - The company, Sinopec Oilfield Service, reported that as of December 31, 2025, the number of A-share shareholders is expected to reach 144,300 households [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - The projected number of A-share shareholders indicates a growing interest in the company's stock [1] - The date mentioned for the shareholder count reflects the company's long-term outlook and planning [1]