Core Viewpoint - The successful completion of the permanent fiber optic installation and data collection project at the Maysan oil field marks a significant technological advancement for Iraq's oil and gas development, showcasing the capabilities of Chinese technology in enhancing oilfield monitoring and decision-making processes [1] Group 1: Project Details - The project involved a well depth of nearly 5000 meters and a horizontal section of 650 meters [1] - The fiber optic installation provided dynamic profiles of reservoir fluids, which are crucial for reservoir monitoring and operational decision-making [1] - The project team optimized operational plans multiple times and received technical support from experts to ensure the successful transmission of data signals such as pressure, temperature, and acoustic signals to the surface system [1] Group 2: Technological Impact - This project is the first of its kind in Iraq, utilizing permanent fiber optics for production monitoring [1] - The successful implementation signifies a step forward in the digital transformation of the Maysan oil field, driven by Chinese technological advancements [1] - The company aims to leverage its core technological advantages to meet high-end operational demands in the market and contribute to the development of "smart oilfields" in Iraq [1]

Core Viewpoint - Oil stocks collectively declined, influenced by a drop in international oil prices and geopolitical developments regarding the Russia-Ukraine conflict [1] Group 1: Stock Performance - CNOOC Limited (601808) fell by 3.07%, trading at HKD 7.59 [1] - PetroChina (00857) decreased by 2.67%, trading at HKD 8.76 [1] - Sinopec (00386) dropped by 2.41%, trading at HKD 4.45 [1] - CNOOC (00883) declined by 1.64%, trading at HKD 21.6 [1] Group 2: Geopolitical Context - The Ukrainian President's office announced that President Zelensky has officially received a peace plan draft from the U.S. regarding the Russia-Ukraine conflict [1] - Zelensky is expected to have a detailed discussion with President Trump about diplomatic possibilities and core elements for achieving peace [1] Group 3: Market Outlook - Citigroup indicated that the future direction of the oil market will depend on geopolitical developments, OPEC+ production strategies, and changes in U.S. domestic policies [1] - The market needs to closely monitor the actions of major oil-producing countries and U.S. policy signals in the global energy market [1]

Core Viewpoint - Oil stocks collectively declined, influenced by a drop in international oil prices and geopolitical developments regarding the Russia-Ukraine conflict [1] Group 1: Company Performance - CNOOC Limited (02883) fell by 3.07%, trading at HKD 7.59 [1] - PetroChina (00857) decreased by 2.67%, with a price of HKD 8.76 [1] - Sinopec (00386) dropped by 2.41%, now at HKD 4.45 [1] - CNOOC (00883) saw a decline of 1.64%, priced at HKD 21.6 [1] Group 2: Market Influences - Overnight international oil prices experienced a decline [1] - The Ukrainian President's office announced that President Zelensky has received a peace plan draft from the U.S. regarding the Russia-Ukraine conflict [1] - Zelensky is expected to discuss diplomatic possibilities and core elements for peace with President Trump in a forthcoming phone call [1] Group 3: Future Outlook - Citi indicated that the future direction of the oil market will depend on geopolitical developments, OPEC+ production strategies, and changes in U.S. domestic policies [1] - The market is advised to closely monitor the actions of major oil-producing countries and U.S. policy signals in the global energy market [1]

Market Overview - The Hong Kong stock market indices experienced declines, with the Hang Seng Tech Index falling by 0.69%, reaching a new low since early September. The Hang Seng Index and the Hang Seng China Enterprises Index decreased by 0.38% and 0.26%, respectively [1][2]. Technology Sector - Major technology stocks mostly declined, with Xiaomi dropping nearly 5%, Kuaishou down over 1%, and slight declines in JD.com, Meituan, Baidu, and Tencent. Alibaba saw an increase of over 1% [2][4][5]. New Energy Vehicle Sector - Stocks in the new energy vehicle sector fell, including Li Auto, NIO, Chery, Beijing Automotive, BYD, and Leap Motor [6]. Semiconductor Sector - Semiconductor stocks experienced declines, with companies like Shanghai Fudan, Jingmen Semiconductor, and Zhongxing Communications reporting losses [7][8]. Gold Sector - Gold stocks led the market gains, with China Gold International rising over 8%. Other gold-related stocks also saw increases, driven by expectations of significant gold purchases by global central banks [9][10]. Military Industry - Military stocks performed well, with China Shipbuilding Industry rising over 9%. Analysts expect the military industry to enter an upward cycle, supported by recent quarterly reports indicating a narrowing decline in performance [11][12]. Oil Sector - Oil stocks saw an uptick, with China Petroleum & Chemical Corporation increasing nearly 3%. This rise is attributed to recent increases in crude oil futures prices [13]. Lithium Battery Sector - Lithium battery stocks gained, with Tianqi Lithium rising nearly 3%. The market for lithium carbonate has shown significant recovery, with prices expected to rise further due to increasing demand [15][16]. Market Sentiment - The market sentiment remains cautious, with expectations of continued adjustments in the Hong Kong stock market due to weak macro liquidity and corporate earnings forecasts. Investors are advised to wait for clearer signals from U.S. monetary policy and mainland economic data before seeking rebound opportunities [21].

来源：新浪港股 石油股延续近期涨势，截至发稿，中国石化（00386）上涨4.05%，报4.62港元；中国石油（00857）上 涨2.60%，报9.07港元；中海油（00883）上涨2.29%，报22.30港元；中海油服（02883）上涨1.15%，报 7.92港元。 ...

Core Insights - The article highlights the top and bottom AH share premium rates, indicating significant discrepancies in market valuations between H-shares and A-shares for various companies [1][2][3]. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) leads with a premium rate of 815.25%, followed by Hongye Futures (03678) at 277.62% and Sinopec Oilfield Service (01033) at 276.83% [1][2]. - The premium rates for the top three companies indicate a strong market preference for their H-shares compared to A-shares [2]. Group 2: Bottom AH Share Premium Rates - Contemporary Amperex Technology (03750) has the lowest premium rate at -7.20%, with China Merchants Bank (03968) at -0.80% and Heng Rui Medicine (01276) at 4.11% [1][3]. - The negative premium for Contemporary Amperex Technology suggests a potential undervaluation of its H-shares relative to A-shares [3]. Group 3: Premium Deviation Values - Zhongwei New Materials (02579) has the highest deviation value at 77.12%, indicating a significant difference from its historical average premium rate [1][4]. - The lowest deviation values are seen in Northeast Electric (00042) at -22.71%, suggesting a consistent underperformance compared to its historical premium [1][5].

证券代码：601808 证券简称：中海油服 公告编号：临2025-029 中海油田服务股份有限公司 关于召开2025年第一次临时股东大会的通知 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： 召开的日期时间：2025年12月2日上午10点00分 召开地点：河北省三河市燕郊经济技术开发区海油大街201号中海油服主楼311室 （五）网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025年12月2日至2025年12月2日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票，应按照《上海证券交易 所上市公司自律监管指引第1号 一 规范运作》等有 ...

综合服务框架协议 1010 中国海洋石油集团有限公司 与 中海油田服务股份有限公司 目录 | 第一条 服务交易的范围、种类 . .. | | --- | | 第二条 交易原则 . .. | | 第三条 定价原则 | | 第四条 年度上限金额 . .. | | 第五条 运作方式 | | 第六条 合同期限 | | 第七条 陈述与保证 | | 第八条 协议的变更、终止和履行 | | 第九条 公告 … | | 第十条 通知 . .. | | 第十一条 适用的法律和争议的解决- | | 第十二条 附则 1 | rill. 本综合服务框架协议("本协议")由以下双方于 2025年 10月 29 日在北京签 署: 甲方:中国海洋石油集团有限公司 法定代表人:张传江 注册地址:北京市东城区朝阳门北大街25号 乙方:中海油田服务股份有限公司 法定代表人:赵顺强 注册地址:天津市滨海高新区塘沽海洋科技园海川路 1581 号 鉴于: 因此,甲乙双方就服务交易事宜,根据《中华人民共和国民法典》以及中国现 行其他有关法律、法规的规定,本着诚实信用的原则,经友好协商,一致达成协议 如下: 1、甲方系依据中国法律成立并合法存续的国有企业。 ...

| | 普通決議案 | （註4） 贊成 | （註4） 反對 | （註4） 棄權 | | --- | --- | --- | --- | --- | | 1. | 審議批准關於未來三年持續關連交易的議案。 | | | | | 2. | 審議批准修訂股東大會議事規則。 | | | | | 3. | 審議批准修訂董事會議事規則。 | | | | | 4. | 審議批准修訂獨立董事制度。 | | | | | 5. | 審議批准修訂關聯交易決策制度。 | | | | | | 特別決議案 | 贊成 | 反對 | 棄權 | | 6. | 審議批准取消監事會並修訂公司章程。 | | | | 日期：二零二五年 月 日 簽署： 2883 二零二五年第一次臨時股東大會委託代理人表格 與本委託代理人表 格有關的股份數目 H股╱A股* 本人（或吾等） （註1） ： ， 地址為： ， 為中海油田服務股份有限公司（「本公司」）股份 （註2） ：H股╱A股* 股之持有人， 現委託 （註3） （身份證號碼： ） （地址為： ） 或如其未能出席，則委任大會主席為代表本人（或吾等）的代理人，代表本人（或吾等）出席於二零二 五年十二月二日（星期二） ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本通告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 承董事會命 中海油田服務股份有限公司 孫維洲 公司秘書 二零二五年十一月十四日 2883 二零二五年第一次臨時股東大會通告 茲通告中海油田服務股份有限公司（「本公司」）謹訂於二零二五年十二月二日（星期二）上 午十時正假座中國河北省三河市燕郊經濟技術開發區海油大街201號中海油服主樓311室 召開二零二五年第一次臨時股東大會（「第一次臨時股東大會」），以審議並酌情通過下列 決議案（不論有否修訂）： 作為普通決議案 - 1 - 1. 審議批准關於未來三年持續關連交易的議案。 2. 審議批准修訂股東大會議事規則。 3. 審議批准修訂董事會議事規則。 4. 審議批准修訂獨立董事制度。 5. 審議批准修訂關聯交易決策制度。 作為特別決議案 6. 審議批准取消監事會並修訂公司章程。 香港 灣仔 皇后大道東183號 合和中心17樓 1712至1716號舖 - 3 - (5) 股東或股東代理人出席第一次臨時股東大會時應 ...