港股石油继续涨势，其中，中海油田服务涨4%，中国石油股份涨3.3%，中国海洋石油、上海石油化工 涨约3%，中国石油化工涨2%，昆仑能源涨1.4%。 本文源自：金融界AI电报 ...

随着地缘政治不确定性上升促使投资者押注油价走高，过去几个月里强劲上涨的美股能源板块已攀升至 历史新高。随着围绕格陵兰问题的美欧紧张关系引发不确定性，WTI原油价格走高，主要石油生产商股 价随之上涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02883 | 中海油田服务 | 8.430 | 4.07% | | 00857 | 中国石油股份 | 8.680 | 3.33% | | 00883 | 中国海洋石油 | 22.800 | 2.80% | | 00338 | 上海石油化工股 | 1.490 | 2.76% | | 00386 | 中国石油化工股 | 5.080 | 2.01% | | 00135 | 昆仑能源 | 8.020 | 1.39% | 港股石油继续涨势，其中，中海油田服务涨4%，中国石油股份涨3.3%，中国海洋石油、上海石油化工 涨约3%，中国石油化工涨2%，昆仑能源涨1.4%。 消息上，国际能源署(IEA)在其备受关注的月度报告中表示，受全球经济前景改善以及原油价格走低影 响，其已上调对全球原油需求增长的预测；但同时警告称，未 ...

COSL Norwegian AS成立于2008年，注册于挪威桑内斯，主营业务涵盖油气行业油井修井、钻井及相关 船舶的市场推广、销售与运营。其为中海油服全资子公司COSL Hong Kong International Limited下属全 资子公司COSL Singapore Limited(CSL)的全资子公司，负责挪威地区的业务开展。 中海油服（601808）(02883)再涨超4%，截至发稿，涨3.83%，报8.41港元，成交额3377.34万港元。 消息面上，中海油服公告，公司拟将截至2025年8月31日对全资子公司COSL Norwegian AS的7.46亿美 元债权(约合人民币52.42亿元)转为股权投资。本次投资完成后，公司和CSL将分别持有83.02%和16.98% 的COSL Norwegian AS股权。 ...

智通财经APP获悉，中海油服(02883)再涨超4%，截至发稿，涨3.83%，报8.41港元，成交额3377.34万港 元。 COSL Norwegian AS成立于2008年，注册于挪威桑内斯，主营业务涵盖油气行业油井修井、钻井及相关 船舶的市场推广、销售与运营。其为中海油服全资子公司COSL Hong Kong International Limited下属全 资子公司COSL Singapore Limited(CSL)的全资子公司，负责挪威地区的业务开展。 消息面上，中海油服公告，公司拟将截至2025年8月31日对全资子公司COSL Norwegian AS的7.46亿美 元债权（约合人民币52.42亿元）转为股权投资。本次投资完成后，公司和CSL将分别持有83.02%和 16.98%的COSL Norwegian AS股权。 ...

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].

Core Viewpoint - Hong Kong oil stocks experienced a collective rise at the beginning of trading, driven by an increase in international oil prices and geopolitical tensions affecting oil supply [1] Group 1: Market Performance - China Petroleum & Chemical Corporation (Sinopec) saw a price increase of over 2%, while China National Offshore Oil Corporation (CNOOC) rose by 1.2% [2] - China Petroleum (PetroChina) increased by 2.07% to a price of 8.380, and Sinopec rose by 1.63% to 5.000 [2] - China Oilfield Services and Shanghai Petrochemical also showed gains, with increases of 1.39% and 0.69% respectively [2] Group 2: Oil Price Influences - International oil prices rose by over 1.5% in the previous night’s trading [1] - Everbright Securities highlighted the impact of the Federal Reserve's potential interest rate cuts and ongoing global trade conflicts on oil demand expectations for 2026 [1] - The geopolitical risk premium for oil has increased due to heightened tensions in Iran, contributing to rising oil prices [1] Group 3: OPEC+ Decisions - OPEC+ has decided to pause production increases for Q1 2026, which may alleviate market concerns regarding oil supply [1] - Future production levels will be determined based on changes in the oil market [1]

Core Viewpoint - The company plans to convert its debt of approximately $745.74 million owed to COSL Norwegian AS into equity investment, enhancing its stake in the subsidiary to 83.02% [2][4][10]. Investment Overview - The investment involves converting a debt of $745,738,539.87 into equity, with the conversion price set at 1.00 Norwegian Krone per share, resulting in the issuance of 7,533,464,153 new shares [4][9]. - The total amount of debt being converted is comprised of $647,893,586.77 in principal and $97,844,953.10 in interest [4][9]. - The investment is expected to optimize the asset-liability structure of the subsidiary and enhance overall competitiveness [10]. Approval and Procedures - The board of directors approved the investment on January 20, 2026, and it does not require shareholder approval [2][5]. - The investment is subject to regulatory approvals from the National Development and Reform Commission, the Ministry of Commerce, and the Norwegian government [2][7]. Shareholding Structure - Post-investment, the company will hold 83.02% of COSL Norwegian AS, while COSL Hong Kong International Limited will retain 16.98% [4][9]. - The registered capital of COSL Norwegian AS is 1,541,328,656 Norwegian Krone [7]. Impact on Company - The investment aligns with the company's strategy to deepen its presence in the Norwegian market and supports its long-term development goals [10]. - The transaction will not result in a change in the consolidated financial statements of the company, nor will it significantly impact its financial condition or operational results [10].

Mergers and Acquisitions - CNOOC Services plans to convert its $746 million debt (approximately RMB 5.242 billion) owed by its wholly-owned subsidiary COSL Norwegian AS into equity investment, resulting in ownership stakes of 83.02% and 16.98% respectively [1] - Placo New Materials intends to acquire a 20% stake in Huizhou Placo New Sensation Technology Co., Ltd. for RMB 20 million, increasing its ownership from 80% to 100% [2] - Kailong High-Tech is planning a major asset restructuring to acquire control of Shenzhen Jinwangda Electromechanical Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [3] - Kangxin New Materials aims to acquire a 51% stake in Yubang Semiconductor for RMB 392 million through a combination of share transfer and capital increase, making it a subsidiary [4] Earnings Disclosure - Yonghui Supermarket expects a net loss of RMB 2.14 billion for 2025, compared to a loss of RMB 1.47 billion in the previous year, with a projected adjusted net loss of RMB 2.94 billion [5] - Longzi Co., Ltd. anticipates a net profit of RMB 900 million to RMB 1.05 billion for 2025, representing a year-on-year increase of 245.25% to 302.80% [6] - Hikvision reports a net profit of RMB 14.188 billion for 2025, reflecting an 18.46% year-on-year growth, with total revenue of RMB 92.518 billion, a slight increase of 0.02% [7] - Tonghuashun expects a net profit of RMB 2.735 billion to RMB 3.282 billion for 2025, indicating a growth of 50% to 80% year-on-year [8] Shareholding Changes - Aolian Electronics' shareholder Liu Junsheng plans to reduce his stake by up to 3%, with the reduction price not lower than the initial public offering price, for personal financial planning [9] - Bluefeng Biochemical's shareholder Hainan Wenqin intends to reduce his stake by up to 3%, equating to a maximum of 11.2678 million shares [10] - Zhixin Precision's shareholder Zhou Xin plans to reduce his stake by up to 3%, not exceeding 1.6 million shares, with a minimum price set at the issuance price [11] - Hoshine Silicon Industry's controlling shareholder Hoshine Group plans to reduce its stake by up to 3%, equating to a maximum of 35.4662 million shares, with the reduction price determined by market conditions [12] Risk Matters - ST Saiwei anticipates a negative net asset value by the end of 2025, which may lead to a risk warning for delisting after the annual report is disclosed [13]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) plans to convert its debt of USD 746 million owed by COSL Norwegian AS into equity investment, enhancing its ownership stake in the company [1] Group 1: Investment Details - CNOOC will sign a debt-to-equity agreement with COSL Norwegian AS, converting a debt amount of USD 746 million into equity [1] - The conversion price is set at 1 Norwegian Krone per share, resulting in the issuance of 7.5335 million shares [1] - Post-investment, CNOOC and its subsidiary CSL will hold 83.02% and 16.98% of COSL Norwegian AS, respectively [1]

Core Viewpoint - CNOOC Services announced plans to convert a $746 million debt (approximately 5.242 billion RMB) owed by its wholly-owned subsidiary COSL Norwegian AS into equity investment, with a conversion price set at 1 Norwegian Krone per share, resulting in 7.533 billion shares to be issued [1] Group 1 - The investment is subject to approval by the board on January 20, 2026, and requires regulatory filing and registration with the Norwegian government [1] - Upon completion, CNOOC Services and CSL will hold 83.02% and 16.98% of the equity, respectively [1] - This investment does not involve related party transactions or significant asset restructuring, and it will not change the scope of the consolidated financial statements [1]