Geo-Jade Petroleum(600759)
Search documents
今日十大热股:白银有色7天7板领衔,中国黄金4连板,有色金属板块全线爆发
Jin Rong Jie· 2026-01-29 01:29
Market Overview - On January 28, A-share indices showed divergence, with the Shanghai Composite Index rising by 0.27% to 4151.24 points, while the Shenzhen Component Index increased by 0.09%, and the ChiNext Index fell by 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion yuan, an increase of approximately 70.4 billion yuan compared to the previous day [1] - Net outflow of main funds amounted to 43.598 billion yuan, with the non-ferrous metals sector seeing the highest net inflow, while the photovoltaic equipment sector experienced the largest net outflow [1] Key Stocks - The top ten popular stocks included Tongling Nonferrous Metals, Silver (core stock), Hunan Silver, China Aluminum, Zijin Mining, China Gold, Luoyang Molybdenum, LEO Technology, Jushi Group, and Intercontinental Oil and Gas [1][2] Non-Ferrous Metals Sector - Tongling Nonferrous Metals is influenced by multiple external factors, including geopolitical tensions driving up precious metal prices and tight global copper supply coupled with surging demand in the new energy sector [3] - The company is advancing resource expansion, with the Ecuador Mirador copper mine phase II project pending approval, which will significantly enhance its resource self-sufficiency [3] Silver Sector - Silver (core stock) performance is driven by both industry and company-level factors, with international precious metal prices rising and the company planning to invest 1.5 billion yuan to establish a gold subsidiary and participate in gold mining rights acquisition [3] - Hunan Silver, as the only A-share listed company focused on pure silver, benefits from external factors such as geopolitical risk and expectations of U.S. Federal Reserve interest rate cuts, which have increased demand for silver [3] Aluminum Sector - China Aluminum is affected by policy, industry, company, and market factors, with the State-owned Assets Supervision and Administration Commission incorporating "market value management" into the assessment of central enterprises [4] - The supply-demand dynamics in the electrolytic aluminum market have reversed, leading to price increases due to supply constraints [4] Gold Sector - Zijin Mining's increased attention stems from significant strategic acquisitions and favorable industry conditions, including a major overseas gold mine acquisition worth 28 billion yuan and rising international gold prices [4] - China Gold is supported by macro and micro factors, including historical highs in international gold prices and domestic gold jewelry price increases, alongside a trend of central banks purchasing gold [4] Molybdenum Sector - Luoyang Molybdenum's market performance is based on strong fundamentals and industry value, with continuous record-breaking net profits and a diverse portfolio of key mineral resources [5] Technology Sector - LEO Technology is gaining attention due to its involvement in popular sectors, particularly AI applications and liquid cooling technologies, with significant partnerships with leading companies like Huawei and NVIDIA [6]
油气开采板块1月28日涨6.64%,洲际油气领涨,主力资金净流入4.45亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-28 09:04
| 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入(元) 游资净占比 散户净流入(元) 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600938 中国海油 | | 4.36 乙 | 10.51% | 1.35 Z | 3.25% | -5.70 Z | -13.75% | | 600759 洲际油气 | | 1734.10万 | 0.39% | 2783.35万 | 0.63% | -4517.45万 | -1.01% | | 000968 蓝焰控股 | | -239.22万 | -0.43% | 31.20万 | 0.06% | 208.03万 | 0.37% | | 600777 | *ST新潮 | -533.38万 | -2.94% | -13.22万 | -0.07% | 546.60万 | 3.01% | 证券之星消息,1月28日油气开采板块较上一交易日上涨6.64%,洲际油气领涨。当日上证指数报收于 4151.24,上涨0.27%。深证成指报收于14342.9,上涨0.09%。油气开采板 ...
地缘风险+寒潮双驱动,石油股引爆万亿市场!
Ge Long Hui· 2026-01-28 03:48
在地缘政治紧张与美国寒潮天气共同冲击下,国际油价强劲反弹,收盘价更是刷新了3个月来的新高。 同时,港A两地石油股继续走高。港股市场中,中国海洋石油、中海油田服务涨超5%,中国石油股份、上海石油化 工股份涨超4%,中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中,通源石油2 ...
石油ETF鹏华(159697)涨超3.2%,冲击连续14日净流入,盘中净申购5400万份
Sou Hu Cai Jing· 2026-01-28 03:30
Group 1 - The oil sector is experiencing significant activity, with companies like PetroChina and Sinopec seeing substantial stock price increases, and CNOOC reaching a historical high [1] - A large winter storm has caused natural gas prices in the U.S. to surge, reaching a three-year high, with Henry Hub natural gas futures for February delivery peaking at $7.43 per million British thermal units, marking a 140% increase since January 16 [1] - Huatai Securities forecasts that the average Brent crude oil price for 2026 will be $65 per barrel, with quarterly averages of $64, $66, $68, and $63 per barrel for Q1 to Q4 respectively, an increase from a previous estimate of $62 per barrel [1] Group 2 - As of January 28, 2026, the National Petroleum and Natural Gas Index (399439) has risen by 3.06%, with significant gains in constituent stocks such as Potential Energy rising by 13.50% and Sinopec by 10.11% [2] - The oil ETF Penghua (159697) has increased by 3.26%, with a latest price of 1.36 yuan and a net subscription of 54 million units, marking 14 consecutive days of net inflow [2] - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 67.11% of the index, including major companies like PetroChina, Sinopec, and CNOOC [2]
化工行业报告:中国将全面实施碳排放总量和强度双控制度,本周化工板块景气度抬升
China Post Securities· 2026-01-28 01:49
Industry Investment Rating - The industry investment rating is maintained at "Outperform" [2] Core Insights - The basic chemical industry index closed at 4971.22 points, up 7.29% from the previous week, outperforming the CSI 300 index by 7.91% [16][19] - Among 24 sub-industries, 23 saw price increases, with the leading sectors being other chemical raw materials, textile chemical products, chlor-alkali, coal chemical, and viscose, with weekly increases of 12.94%, 12.92%, 10.93%, 10.50%, and 10.21% respectively [19][21] - The report highlights China's commitment to implementing a dual control system for carbon emissions, aiming for peak carbon emissions before 2030 and carbon neutrality by 2060 [6] Weekly Chemical Market Overview - The basic chemical industry index rose to 4971.22 points, marking a 7.29% increase compared to the previous week, and outperformed the CSI 300 index by 7.91% [16][19] - The report tracked 380 chemical products, with 114 showing price increases and 54 showing decreases [23] - The top ten products with the highest price increases included solid methionine, NYMEX natural gas, and battery-grade lithium carbonate, with increases ranging from 7% to 128% [25] Key Chemical Sub-Industry Tracking Polyester Filament Yarn - The market price for polyester filament yarn increased, with POY averaging 6710 CNY/ton, FDY at 6950 CNY/ton, and DTY at 7850 CNY/ton [27] - The average industry operating rate for polyester filament yarn was approximately 85.27% [28] - The average processing margin for POY was 1189.33 CNY/ton, indicating a profit increase compared to the previous week [29][30] Tire Industry - The operating rate for the all-steel tire industry was 62.53%, while the semi-steel tire industry saw an increase to 73.84% [41] - The average price of styrene-butadiene rubber decreased by 1.53% to 12096.25 CNY/ton [43] - The report noted a decline in export volumes for major tire companies in Southeast Asia [41][42] Refrigerants - The domestic refrigerant R22 market remained stable, with prices holding steady compared to the previous week [49] - Mainstream companies quoted R22 at 15500-18000 CNY/ton, with no significant willingness to lower prices [50]
油气开采板块1月27日跌1.53%,蓝焰控股领跌,主力资金净流出4亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-27 08:56
证券之星消息,1月27日油气开采板块较上一交易日下跌1.53%,蓝焰控股领跌。当日上证指数报收于 4139.9,上涨0.18%。深证成指报收于14329.91,上涨0.09%。油气开采板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600938 | 與奧圖出 | 33.25 | -0.72% | 74.75万 | | 25.01 Z | | 600777 | *ST新潮 | 4.11 | -2.14% | 35.64万 | | 1.47亿 | | 600759 | 洲际油气 | 4.70 | -2.89% | 851.60万 | | 40.85 Z | | 000968 | 蓝焰控股 | 7.85 | -6.21% | 53.15万 | | 4.23亿 | 从资金流向上来看,当日油气开采板块主力资金净流出4.0亿元,游资资金净流入2.65亿元,散户资金净 流入1.34亿元。油气开采板块个股资金流向见下表: | 代码 | 名称 主力净流入 (元) | | | ...
有色金属延续强势
Yang Zi Wan Bao Wang· 2026-01-27 00:12
多氟多(002407.SZ)公告称,公司预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元,上 年同期亏损3.08亿元。预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增 长,公司六氟磷酸锂、新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与此同时, 公司坚守契约精神,按约定执行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 扬子晚报网1月27日讯(记者 范晓林)今天是周二,昨天白银有色(601212)5连板,明阳智能 (601615)3连板,瑞华泰20cm 2连板,洲际油气(600759)4天3板。市场全天震荡调整,大小指数分 化明显,深成指、创业板指高开低走,盘中均一度跌超1%。沪深两市成交额3.25万亿,较上一个交易 日放量1630亿。盘面上,市场热点较为杂乱,全市场超3700只个股下跌。板块方面,有色、油气、光 伏、化工板块领涨。近期国际贵金属价格持续高歌猛进,现货黄金和纽约金价格双双突破5100美元/盎 司,现货白银价格逼近110美元/盎司。有色板块延续上周强势,掀起涨停潮,中国黄金(600916)、四 川黄金(001337)、豫光金铅(6 ...
洲际油气股份有限公司 关于股票交易的风险提示公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-26 23:29
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600759 证券简称:洲际油气 公告编号:2026-004号 洲际油气股份有限公司 关于股票交易的风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: ●洲际油气股份有限公司(以下简称"公司"或"本公司")股票自2026年1月20日以来收盘价格累计上涨幅 度为37.14%,鉴于公司股票股价短期内多次涨停,但公司基本面未发生重大变化,敬请广大投资者注 意二级市场交易风险,理性决策,审慎投资。 ●公司已于2025年10月31日披露了2025年第三季度报告,公司2025年前三季度实现归属于上市公司股东 的净利润为83,076,094.06元,较上年同期减少46.61%。公司特别提醒投资者注意投资风险。 经公司自查,截至本公告披露日,除公司己披露事项外,公司不存在影响公 司股票交易大幅波动的重 大事项;不存在其他涉及本公司应披露而未披露的重大 信息。 (三)媒体报道、市场传闻、热点概念情况 经自查,截至本公告披露日,公司未发现对公司股票交易价格 ...
洲际油气(600759) - 洲际油气股份有限公司关于股票交易的风险提示公告
2026-01-26 10:47
证券代码:600759 证券简称:洲际油气 公告编号:2026-004 号 洲际油气股份有限公司 关于股票交易的风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 洲际油气股份有限公司(以下简称"公司"或"本公司")股票自 2026 年 1 月 20 日以来收盘价格累计上涨幅度为 37.14%,鉴于公司股票股价短期内多 次涨停,但公司基本面未发生重大变化,敬请广大投资者注意二级市场交易风险, 理性决策,审慎投资。 公司已于 2025 年 10 月 31 日披露了 2025 年第三季度报告,公司 2025 年 前三季度实现归属于上市公司股东的净利润为 83,076,094.06 元,较上年同期减 少 46.61%。公司特别提醒投资者注意投资风险。 一、公司关注并核实的相关情况 (二)重大事项情况 经公司自查,截至本公告披露日,除公司己披露事项外,公司不存在影响公 司股票交易大幅波动的重大事项;不存在其他涉及本公司应披露而未披露的重大 信息。 (三)媒体报道、市场传闻、热点概念情况 经自查,截至本公 ...
洲际油气(600759) - 洲际油气股份有限公司关于处置公司子公司股票资产进展的公告
2026-01-26 10:45
证券代码:600759 证券简称:洲际油气 公告编号:2026-003 号 洲际油气股份有限公司 关于处置公司子公司股票资产进展的公告 根据《上海证券交易所股票上市规则(2025 年修订)》第 3.4.15 条"上市 公司控股子公司不得取得该上市公司发行的股份。确因特殊原因持有股份的,应 当在 1 年内消除该情形。前述情形消除前,相关子公司不得行使所持股份对应的 表决权。"的规定。公司于 2026 年 1 月 22 日召开第十四届董事会第六次会议, 审议通过《关于处置公司子公司股票资产的议案》,公司董事会同意处置子公司 持有的公司股份,具体内容详见公司 2026 年 1 月 23 日在上海证券交易所网站 (www.sse.com.cn)披露的《关于处置公司子公司股票资产的公告》。 截至本公告披露之日,上述六家控股子公司合计持有公司抵债股份 178,435,126 股已通过集中竞价方式出售完毕。 特此公告。 洲际油气股份有限公司董事会 2026 年 1 月 26 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 洲际油气 ...