Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].

Group 1 - Oil and gas concept stocks have strengthened, with companies like China Merchants Energy and COSCO Shipping Energy hitting the daily limit, and Jereh Group rising over 7% [1] - Oil and gas-related ETFs have increased by over 2% [1] Group 2 - Specific ETF performance includes: - Bosera Oil and Gas ETF at 1.383, up 2.98% - Huitianfu Oil and Gas ETF at 1.433, up 2.80% - Yinhua Oil and Gas ETF at 1.369, up 2.55% [2] - Brokerages indicate that despite geopolitical uncertainties, the medium to long-term oil supply and demand dynamics remain favorable, maintaining a positive outlook on the "Big Three" oil companies and the oil service sector [2] - The recovery of the macro economy is expected to boost chemical demand, with long-term benefits for leading companies in the chemical sector, particularly in large-scale refining, coal chemical, and ethylene profitability [2]

Group 1 - The A500 Index (000510) increased by 0.38% as of February 12, 2026, with notable gains from stocks such as Jingchen Co. (+13.30%), Tianfu Communication (+10.56%), and China Merchants Energy (+9.98%) [1] - The A500 ETF Fund (512050) saw a trading volume of 62.76 billion yuan with a turnover rate of 15.54%, indicating active market participation [1] - Over the past three months, the A500 ETF Fund (512050) experienced a significant growth of 208.59 billion yuan in scale [1] Group 2 - Wanlian Securities reported that as of February 9, 2026, 37.16% of companies had issued positive earnings forecasts, indicating an improvement in profitability [1] - Debon Securities anticipates that the spring market will continue, with a focus on policy-driven sectors such as photovoltaic technology, commercial aerospace, and non-ferrous metals [2] - The A500 Index comprises 500 securities selected from various industries based on market capitalization and liquidity, reflecting the overall performance of representative listed companies [2]

Group 1 - The port and shipping sector is experiencing a significant rise, with companies like China Merchants Energy and COSCO Shipping Energy reaching their daily limit up [1] - Other companies in the sector, such as China Merchants South China and Nanjing Port, are also seeing increases in their stock prices [1]

Group 1 - The core viewpoint of the news highlights the performance of oil and gas ETFs, with significant gains in several component stocks, including a 9.98% increase in China Merchants Energy and over 8% in COSCO Shipping Energy [2][4] - The OPEC report maintains its global oil supply and demand forecast for the next two years, with a notable decrease in January's average daily production by 439,000 barrels to 42.448 million barrels, exceeding market expectations [4][5] - The recent geopolitical tensions between the US and Iran have contributed to rising oil prices, with US crude oil futures closing at $64.89 per barrel, up 1.45%, and Brent crude at $69.60, up 1.15% [4][5] Group 2 - The marginal improvement in the supply-demand fundamentals is providing solid support for oil prices, with OPEC+ confirming a continued production halt until March 2026, alleviating concerns about oversupply [5][6] - Domestic oil companies are reducing their sensitivity to oil price fluctuations through integrated upstream and downstream operations and diversifying their oil and gas sources [6][7] - The oil and gas ETF focuses on the upstream and downstream sectors of the oil and gas industry, including exploration, equipment, refining, and transportation, emphasizing companies with quality reserves and stable dividend capabilities [6][7]

每经AI快讯，2月12日，中远海能(01138.HK)再涨超6%，截至发稿，涨6.48%，报17.25港元，成交额 8215.46万港元。 （文章来源：每日经济新闻） ...

消息面上，据新华社报道，美国政府官员正考虑扣押运输伊朗石油的油轮，以对伊朗施压，但美方也担 心此举可能引发伊朗的报复行动。报道说，今年已有超过20艘运输伊朗石油的船只被美国财政部制裁， 使其成为可能的扣押目标。 中远海能（600026）(01138)再涨超6%，年内累计涨幅已接近80%。截至发稿，涨6.48%，报17.25港 元，成交额8215.46万港元。 国泰海通证券发布研报称，自2025年8月，原油增产与俄油制裁趋严，驱动油轮产能利用率高企，油运 运价中枢显著上升且运价弹性增大。2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船 控制市场，近期油运运价维持高位。上周中东-中国VLCCTCE维持在12万美元以上高位。提示船东情绪 仍将可能持续影响短期运价，该行建议关注运价中枢同比上升趋势，该行预计2026Q1油轮盈利将同比 大增数倍。 ...

国泰海通证券发布研报称，自2025年8月，原油增产与俄油制裁趋严，驱动油轮产能利用率高企，油运运价中枢显著上升且运价弹性增大。2026年以来地缘 局势紧张，船东情绪高涨，且有海外船东加大租船控制市场，近期油运运价维持高位。上周中东-中国VLCCTCE维持在12万美元以上高位。提示船东情绪仍 将可能持续影响短期运价，该行建议关注运价中枢同比上升趋势，该行预计2026Q1油轮盈利将同比大增数倍。 2月12日， 再涨超6%，年内累计涨幅已超80%。截至发稿，涨6.67%，报17.28港元，成交额1.24亿港元。 编辑/KOKO 消息面上，据新华社报道，美国政府官员正考虑扣押运输伊朗石油的油轮，以对伊朗施压，但美方也担心此举可能引发伊朗的报复行动。报道说，今年已有 超过20艘运输伊朗石油的船只被美国财政部制裁，使其成为可能的扣押目标。 ...

中远海能（01138）早盘涨超7%，年内股价累计涨幅已超80%。截至发稿，股价上涨7.04%，现报17.34 港元，成交额1.28亿港元。 国泰海通证券发布研报称，自2025年8月，原油增产与俄油制裁趋严，驱动油轮产能利用率高企，油运 运价中枢显著上升且运价弹性增大。2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船 控制市场，近期油运运价维持高位。上周中东-中国VLCCTCE维持在12万美元以上高位。提示船东情绪 仍将可能持续影响短期运价，该行建议关注运价中枢同比上升趋势，该行预计2026Q1油轮盈利将同比 大增数倍。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 中远海能（01138）早盘涨超7%，年内股价累计涨幅已超80%。截至发稿，股价上涨7.04%，现报17.34 港元，成交额1.28亿港元。 国泰海通证券发布研报称，自2025年8月，原油增产与俄油制裁趋严，驱动油轮产能利用率高企，油运 运价中枢显著上升且运价弹性增大。2026年以来地缘局势紧张，船东情绪高涨，且有海 ...

Group 1 - The ongoing regional tensions are disrupting the global oil supply chain, leading to a continuous rise in oil prices, with WTI crude oil up by 1.45% to $64.89 per barrel and Brent crude oil up by 1.15% to $69.60 per barrel [1] - OPEC maintains its global oil demand growth forecast for 2026 and 2027, expecting an average global demand of 42.6 million barrels per day in Q1 2026 and 42.2 million barrels per day in Q2 2026, unchanged from previous predictions [1] - OPEC+ crude oil production averaged 42.45 million barrels per day in January, a decrease of 439,000 barrels per day from December 2025, primarily due to a decline in Kazakhstan's production [1] Group 2 - The uncertainty surrounding the situation in Iran, combined with the recent trade agreement between the US and India, and India's commitment to halt imports of Russian oil while increasing purchases of US and Venezuelan oil, is accelerating the restructuring of global oil trade flows, providing strong short-term support for oil prices [1] - As of February 12, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.87%, with significant gains in component stocks such as China Merchants Energy (up 6.91%), COSCO Shipping Energy (up 5.34%), and China Merchants Oil (up 4.35%) [1] - The oil ETF Penghua (159697) increased by 0.88%, marking its fifth consecutive rise, with the latest price reported at 1.38 yuan [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2]