中远海能公告称，2025年第三次临时股东会于12月23日召开，将审议两项议案。一是向中远海运发展长 期租赁6艘VLCC新造船，由间接全资子公司寰宇船务租入，租期最长240个月±90天，平均固定日租金 134,871元/艘（不含税），三艘船分成租金预计年不超1.31亿元；二是聘任马媛茹为非执行董事，其由 持股3.54%的国新发展投资管理有限公司提名，任期至第十一届董事会任期届满。 ...

Core Insights - The National Petroleum and Natural Gas Index (399439) has seen an increase of 0.78% as of December 4, 2025, with significant gains in constituent stocks such as Dazhong Public Utilities (600635) up 5.22% and Hengtong Co., Ltd. (603223) up 4.47% [1] Group 1: Market Performance - The oil and gas ETF (159697) rose by 0.86%, with the latest price reported at 1.17 yuan [1] - The index reflects the price changes of publicly listed companies related to the oil and gas industry in the Shanghai and Shenzhen stock exchanges [1] Group 2: Supply and Demand Analysis - According to Tianfeng Securities, if OPEC resumes production increases in Q2 2026, the global supply increment is expected to be 1.93 million barrels per day, which is an increase of 930,000 barrels per day compared to the surplus in 2025 [1] - If OPEC does not resume production throughout 2026, the expected global supply increment would be 1.65 million barrels per day, an increase of 650,000 barrels per day compared to the surplus in 2025 [1] Group 3: Key Constituents - As of November 28, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China National Petroleum (601857), Sinopec (600028), and China National Offshore Oil (600938), collectively accounting for 65.78% of the index [2]

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: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中遠海運能源運輸股份有限公司 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 II. 已發行股份及/或庫存股份變動 | 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) | 600026 | 說明 | A股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 4,169,220,839 | | 0 | | 4,169,220,839 | | 增加 / 減少 (-) | | | | | 0 | | | | 本月底結存 | | | 4,169,220,839 | | 0 | | 4,169,220,839 | | 2. 股份分類 | 普通股 | 股份類別 | H ...

Market Overview - The A-share market saw all three major indices close lower, with a total trading volume of 1.6 trillion yuan, a decrease of over 280 billion yuan compared to the previous trading day [1] - Over 1,500 stocks rose, with 55 stocks hitting the daily limit up [1] - The pharmaceutical sector led the gains, with stocks like Renmin Tongtai and Kaikai Industrial hitting the limit up [1] Investor Activity - In November, 2.3717 million new A-share accounts were opened, an increase of 69,500 accounts or 3.02% month-on-month [1] - Cumulatively, 24.7467 million new accounts were opened in the first 11 months, bringing the total number of individual A-share accounts to 394 million as of November 30, 2025 [1] Institutional Trading - In today's trading, 16 stocks were net bought by institutions, with four stocks seeing net purchases exceeding 100 million yuan [3] - Aerospace Development topped the list with a net purchase of 167 million yuan, followed by Shunhao Co. with 150 million yuan [4] Stock Performance - Notable stocks with significant institutional net buying include: - Aerospace Development: 16.35 yuan, up 10.03%, net buying of 167.38 million yuan [4] - Shunhao Co.: 9.71 yuan, up 9.97%, net buying of 150.48 million yuan [4] - Saiwei Electronics: 58.43 yuan, up 15.27%, net buying of 113.18 million yuan [4] - Guanghe Dao: 34.40 yuan, up 6.24%, net buying of 104.16 million yuan [4] Corporate Announcements - Aikang Co. plans to acquire 100% of Dongguan Silicon Xiang for 2.2 billion yuan, with the transaction expected to constitute a major asset restructuring [6] - Ningde Times has repurchased 15.9908 million A-shares for a total of 4.386 billion yuan as of November 30 [6] - Xi'an Yicai plans to invest approximately 12.5 billion yuan in a silicon material base project in Wuhan [6] Future Developments - Jiangbolong intends to raise no more than 3.7 billion yuan for high-end memory research and development in the AI field [8] - Zhongding Co. plans to issue convertible bonds to raise no more than 2.5 billion yuan for projects related to intelligent robots [7]

Market Overview - On December 2, A-shares saw a collective decline across the three major indices, with total market turnover at 1.61 trillion yuan, a decrease of 282.2 billion yuan from the previous trading day [1] - Market focus shifted to the Fujian sector, with pharmaceutical commerce and SPD concepts rising, while CRO and lithium mining concepts fell [1] Stock Performance - A total of 47 stocks hit the daily limit up, with 16 stocks achieving consecutive limit ups, and 19 stocks failed to close at the limit, resulting in a limit-up rate of 71% (excluding ST and delisted stocks) [3] - Notable stocks included: - Aerospace Development: 10.03% increase, 13 days with 9 limit ups [4] - Rongji Software: 9.93% increase, 12 days with 7 limit ups [4] - Jinfu Technology: 10.01% increase, 7 consecutive limit ups due to acquisition plans [5] Top Gainers and Losers - Top gainers included: - Aerospace Development: 10.03% increase, turnover of 57.27 billion yuan, with institutional net buying of 1.67 billion yuan [18] - Pingtan Development: 10.03% increase, turnover of 37.99 billion yuan, with institutional net buying of 3.75 billion yuan [19] - Saiwei Electronics: 15.27% increase, turnover of 99.74 billion yuan, with institutional net buying of 1.13 billion yuan [18] - Top losers included: - China Merchants Energy: 9.94% decrease, turnover of 21.58 billion yuan, with institutional net selling of 999.9 million yuan [10] - COSCO Shipping Energy: 8.46% decrease, turnover of 13.94 billion yuan, with institutional net selling of 561.88 million yuan [10] Sector Insights - Aerospace Development is benefiting from the establishment of a dedicated regulatory body for commercial aerospace, which is expected to drive high-quality development in the sector, with a projected market size of 2.5 trillion yuan by 2025 [11] - Pingtan Development is poised to benefit from measures aimed at enhancing computing power infrastructure in Fujian, including the construction of urban computing networks and upgrades to submarine cables [13] - Shipping stocks like China Merchants Energy and COSCO Shipping Energy are facing challenges due to OPEC+ decisions to maintain stable oil production, which may impact oil transportation demand [16]

具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买五、卖二，合计买入金额 5421.75万元，卖出金额1.10亿元，合计净卖出5618.81万元，沪股通为第一大买入营业部及第一大卖出 营业部，买入金额为5171.77万元，卖出金额为1.67亿元，合计净卖出1.15亿元。 资金流向方面，今日该股主力资金净流出1.27亿元，其中，特大单净流出8159.13万元，大单资金净流出 4544.90万元。近5日主力资金净流出7883.94万元。 中远海能(600026)今日下跌8.46%，全天换手率3.32%，成交额13.94亿元，振幅8.66%。龙虎榜数据显 示，机构净卖出5618.81万元，沪股通净卖出1.15亿元，营业部席位合计净卖出8395.26万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-8.04%上榜，机构专用席位净卖出5618.81万元，沪 股通净卖出1.15亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.54亿元，其中，买入成交额为1.50亿 元，卖出成交额为4.05亿元，合计净卖出2.55亿元。 中远海能12月2日交易公开信息 | 买/ 卖 | 会员营业部名称 ...

中远海能今日跌8.46%，成交额13.94亿元，换手率3.32%，盘后龙虎榜数据显示，沪股通专用席位买入 5171.77万元并卖出1.67亿元，2家机构专用席位净买入5421.75万元，有1家机构专用席位净卖出1.10亿 元。 ...

每经AI快讯，中远海能(01138.HK)重挫逾8%，截至发稿跌8.66%，报9.92港元，成交额3.2亿港元。 （文章来源：每日经济新闻） ...

Group 1 - COSCO Shipping Energy's stock price dropped over 8%, currently at HKD 9.92 with a trading volume of HKD 320 million [1] - OPEC+ has agreed to maintain stable production levels for the entire group next year, with eight major oil-producing countries reaffirming a pause in production increases for Q1 of next year [1] - Iraq, UAE, Kazakhstan, and Oman have submitted additional production cut plans to compensate for previous overproduction, committing to a total reduction of 221,000 barrels per day in November [1] Group 2 - The arrangements for production cuts will continue until June 2026 [1] - Huatai Securities previously indicated that international oil shipping is expected to benefit from multiple favorable factors, including the OPEC+ production cycle, increased crude oil exports from long-distance American countries, and geopolitical disruptions [1] - The industry is anticipated to maintain a high level of prosperity, with freight rates significantly elevated compared to the 2020-2025 cycle, which is expected to substantially boost the profitability of oil shipping companies [1]

Group 1 - COSCO Shipping Energy (中远海能) experienced a significant decline of over 8%, with a current price of HKD 9.92 and a trading volume of HKD 320 million [1] - OPEC+ has agreed to maintain stable production levels for the entire group next year, with eight major oil-producing countries reaffirming a pause in production increases for Q1 of next year [1] - Iraq, UAE, Kazakhstan, and Oman have submitted additional production cut plans to compensate for previous overproduction, committing to a total reduction of 221,000 barrels per day in November [1] Group 2 - The arrangements for production cuts will continue until June 2026, indicating a long-term strategy to stabilize the oil market [1] - Huatai Securities previously noted that the international oil shipping industry is expected to benefit from multiple favorable factors, including the OPEC+ production cycle, increased oil exports from long-distance countries in the Americas, and geopolitical disruptions [1] - The industry is anticipated to maintain a high level of prosperity, with freight rates significantly elevated compared to the 2020-2025 cycle, which is expected to substantially boost the profitability of oil shipping companies [1]