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。 ...

数据显示，截至2025年11月28日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(002353)、广汇能源(600256)、招商轮船 (601872)、新奥股份(600803)、中远海能(600026)、大众公用(600635)、海油工程(600583)，前十大权重 股合计占比65.78%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 天风证券指出，对2026年原油供需增量判断，情景假设分析：①OPEC若26年Q2重启增产路径，预计 2026年全球供应增量为193万桶/日；相比2025年的过剩幅度增加93万桶/日。②OPEC若26年都不重启增 产，预计2026年全球供应增量为165万桶/日；相比2025年的过剩幅度增加65万桶/日。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 截至2025年12月4日 09:43， ...

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]