2月13日上午，A股三大指数低开低走。 从市场结构看，油气资源、小金属、光伏设备等板块跌幅居前；而半导体设备、商业航天板块逆市走强。 截至午间收盘，沪指报4105.04点，跌0.7%；深证成指跌0.67%，创业板指跌0.96%。科创综指逆市涨0.34%，北证50涨0.86%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | -28.98 -0.70% -95.55 -0.67% +6.14 +0.34% | 4105.04 | 1822.29 | | 万得全A | 创业板指 | 北证50 | | 6800.24 3295.99 1546.37 | | | | -33.64 -0.49% -32.07 -0.96% +13.20 +0.86% | | | | 沪深300 | 中证500 | 中证A500 | | 4681.92 | 8368.43 . | 5874.09 | | -37.66 -0.80% -55.14 -0.65% -49.05 -0.83% | | | | 中证1000 | 深证100 | 中证红利 | | 8279.14 | 5823.76 | 5 ...

2月13日，截止午间收盘，油气ETF汇添富（159309）跌3.58%，报1.375元，成交额3377.89万元。油气 ETF汇添富（159309）重仓股方面，中国石油截止午盘跌4.53%，中国海油跌3.29%，中国石化跌 3.33%，杰瑞股份跌4.72%，招商轮船跌6.66%，广汇能源跌1.81%，中远海能跌8.06%，洲际油气跌 1.37%，海油工程跌4.70%，招商南油跌6.99%。 来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 油气ETF汇添富（159309）业绩比较基准为中证油气资源指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为晏阳，成立（2024-05-31）以来回报为42.48%，近一个月回报为17.75%。 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 油气ETF富国（159148）业绩比较基准为国证石油天然气指数收益率，管理人为富国基金管理有限公 司，基金经理为葛俊阳，成立（2026-02-03）以来回报为3.36%。 来源：新浪基金∞工作室 2月13日，油气ETF富国（159148）开盘跌1.36%，报1.019元。油气ETF富国（159148）重仓股方面，中 国石油开盘跌2.17%，中国海油跌2.93%，中国石化跌1.06%，杰瑞股份跌4.79%，广汇能源跌1.45%，招 商轮船跌0.23%，中远海能跌1.71%，九丰能源跌0.07%，新奥股份涨0.26%，海油工程跌1.10%。 ...

胜利油田的重要勘探开发区域济阳坳陷，是典型的"油盆+热盆"地质构造。2024年，胜利油田确立"油田 之中建热田"发展战略，通过将闲置油井改造为地热井、提取采出液余热等措施，将清洁热能用于替代 油田集输系统燃气加热炉供热，同时与地方企业推进供热管网互联互通，带动周边绿色转型，已建成各 类地热余热利用项目51个，年清洁供热能力达346万吉焦，可减排二氧化碳22.3万吨。 胜利油田主要负责人杨勇表示，近年来，胜利油田坚持油田热田协同开发，经济和环保效益显著，未来 将在采油、集输系统进一步推广清洁热能应用，为传统能源企业绿色转型探索新路径。 近日，中国石化胜利油田孤东采油厂东一联合站完成用能转型，来自地下3200米深处的采出液余热成功 替代传统燃气供热，预计年清洁供热能力达20.9万吉焦，可替代天然气638万立方米，年减排二氧化碳 1.35万吨。孤岛采油厂建成的山东省首个用于油气生产的中深层地热项目也于近期投产，年清洁供热能 力7.5万吉焦，标志着我国油气领域在中深层地热资源规模化工业应用方面取得积极进展。 在原油开采过程中，会伴随一些高温含水液体从地下被抽取上来，这部分采出液是可利用的余热资源。 在原油生产环节，相 ...

相关上市公司：冰轮环境(000811.SZ) 同壁财经讯，企查查数据显示，根据《中国石油化工股份有限公司石家庄炼化分公司石家庄炼化绿色转 型发展项目RTC复合型表面蒸发空冷器空冷器招标结果公告》，冰轮环境技术股份有限公司于2026年2 月12日公告中标中国石化国际事业有限公司采购项目，中标金额为7059.40万元。 同壁财经小贴士： 相关上市公司：冰轮环境(000811.SZ) 同壁财经小贴士： 冰轮环境（000811.SZ）2024年营业收入为66.35亿元，营业收入增长率为-11.48%，归属母公司净利润 为6.28亿元，归属母公司净利润增长率为-4.76%，净资产收益率为10.96%。 冰轮环境（000811.SZ）2024年营业收入为66.35亿元，营业收入增长率为-11.48%，归属母公司净利润 为6.28亿元，归属母公司净利润增长率为-4.76%，净资产收益率为10.96%。 2025年上半年公司营业收入为31.18亿元，营业收入增长率为-6.92%，归属母公司净利润为2.66亿元，归 属母公司净利润增长率为-19.71%。 目前公司属于工业行业，主要产品类型为风泵机械、专用设备与零部件，2024 ...

Core Insights - The company is enhancing production efficiency through automation and smart technology, achieving world-class standards in lubricant oil production [2][4] - The company has developed a comprehensive range of over 800 lubricant products to meet diverse industry needs [2] - The company is proactively managing customer demands and logistics to ensure smooth operations during the Spring Festival [3][4] Group 1: Production Efficiency - The Beijing Lubricant Oil Company has implemented automated filling lines and intelligent inspection robots, significantly increasing operational efficiency [2] - The production facility operates with high automation, allowing three employees to manage two filling lines simultaneously [2] - The use of a Manufacturing Execution System (MES) enables real-time monitoring and data feedback, ensuring accurate task execution [2] Group 2: Product Development - The company has developed specialized lubricants, such as gearbox oil for CR450 high-speed trains, contributing to advancements in high-speed rail technology [3] - The company’s products are designed to support various applications, including high-speed rail, high-end diesel engine oil, and gasoline engine oil [3] Group 3: Market Strategy - The marketing department has initiated early customer demand assessments to prepare for logistics challenges during the holiday season [3] - The company has established a 24-hour customer service hotline to respond to order inquiries and restocking needs in real-time [3][4] - The company has achieved a record high in lubricant production for January, reflecting effective operational management and strategic planning [4]

Core Viewpoint - The stock price of China Petroleum & Chemical Corporation (Sinopec) has shown strong performance recently, driven by factors such as capital inflow, industry recovery, and technical indicators, despite a decline in net profit for Q3 2025 [1] Stock Price Movement Reasons - Capital Support: On February 11, net inflow of main funds through Hong Kong Stock Connect reached 82.95 million HKD, indicating sustained institutional investment [1] - Industry Recovery: International oil prices exhibited volatility on February 12, influenced by geopolitical factors and demand expectations, benefiting the oil and petrochemical sector [1] - Improvement in Fundamentals: Sinopec was recently increased by FMR LLC by 21.646 million shares at a price of 5.2836 HKD per share, reflecting international capital's recognition of its long-term value [1] - Market Expansion: Sinopec's phenol products have entered the international market for the first time, expanding its business growth potential [1] - Technical Breakthrough: The stock price has surpassed all major moving averages (5-day, 20-day, 60-day), and the MACD indicator remains in a bullish crossover state, indicating a strong short-term technical outlook [1] Company Fundamentals - It is important to note that the company's net profit for Q3 2025 decreased by 28.92% year-on-year, indicating ongoing pressure on fundamentals [1] - The current price-to-earnings ratio (TTM) for the Hong Kong stock is 17.07 times, which is above the historical valuation mean, necessitating attention to the alignment between performance and valuation [1]

2026年2月12日星期四 ➢ 美就业大增；中国促央企算力投资。A股 偏强震荡。上证指数收涨0.09%报4131.98 点，深证成指跌0.35%，创业板指跌1.08%。 有色板块多行业大涨。恒指冲高回落， 香港恒生指数收涨0.31%报27266.38点， 恒生科技指数涨0.9%，恒生中国企业指数 上涨0.28%。贵金属、锂金属强劲上涨。 大市成交额2172.175亿港元。外盘方面， 欧洲三大股指收盘涨跌不一，美国三大 股指小幅收跌，道指跌0.13%报50121.4点， 标普500指数持平报6941.47点，纳指跌 0.16%。美国非农就业创逾一年最大增长， 失业率意外下降，交易员料美联储7月才 会降息。中国国资委呼吁央企积极扩大 算力有效投资。 资料来源：彭博 | 27266.38 | 0.31 | 6.38 | | --- | --- | --- | | 9268.18 | 0.28 | 3.98 | | 5499.99 | 0.90 | -0.29 | | 118.11 | -0.12 | -4.33 | | 4131.99 | 0.09 | 4.11 | | 14160.93 | -0.35 | 4.7 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has launched its "Warm Station" initiative for the 14th consecutive year, providing various services to support travelers during the Spring Festival travel rush [1] Group 1: Initiative Overview - During the Spring Festival, Sinopec has set up "Warm Stations" at 700 gas stations across seven provinces (Guangdong, Guangxi, Hunan, Hubei, Yunnan, Guizhou, and Jiangxi) to offer free refueling, hot meals, and New Year gift packets among nearly 20 supportive services [1] - The company operates over 5,000 "Driver Homes" and 8,402 "Love Stations" nationwide, which are open 24 hours to provide outdoor workers, such as truck drivers and delivery personnel, with warm resting areas, hot water, and charging facilities [1] Group 2: Service Impact - Since the initiative began in 2013, Sinopec has cumulatively served over 493 million motorcycle returnees and 67.83 million travelers during the Spring Festival [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]