转自：智通财经 【2月6日涨停分析】智通财经2月6日电，今日全市场共55股涨停，连板股总数8只，26股封板未遂，封 板率为68%（不含ST股、退市股）。焦点股方面，油气板块洲际油气13天7板，并购重组的凯龙高科 20CM3连板，名雕股份、杭电股份均走出反包涨停录得6天5板。 ...

Group 1 - The oil and gas sector is experiencing renewed investor interest, with the oil and gas ETF Huatai (159309) seeing a more than 2% increase and a net inflow of over 13 million yuan during the trading session [1] - Major component stocks of the oil and gas ETF, such as Tongyuan Petroleum and Intercontinental Oil & Gas, have shown significant gains, with some stocks rising over 10% [1][2] - The report on the development of the domestic and international oil and gas industry predicts a slight increase in oil consumption and a rebound in natural gas consumption growth by 2026, with refining capacity expected to exceed 950 million tons per year [3] Group 2 - Supply-side constraints in the oil service sector are expected to persist, with capital expenditures and workforce recovery lagging, leading to limited supply elasticity in the short term [4] - Global oil and gas exploration and development expenditures are maintaining historical median levels, with natural gas entering a historic expansion cycle [4] - Geopolitical tensions have intensified, impacting oil supply, with Russian oil exports dropping significantly due to new sanctions, which may lead to upward pressure on oil prices if conflicts escalate [5][6] Group 3 - The oil market is facing a supply-side expectation gap due to geopolitical risks, with a potential re-evaluation of oil supply risk premiums as geopolitical tensions rise [5] - The oil and gas ETF Huatai focuses on the upstream and downstream of the oil and gas industry, emphasizing companies with quality reserves and low-cost advantages [6][7] - The index of the oil and gas ETF has shown strong performance, leading in cumulative returns over the past six months, one year, and three years compared to similar indices [7]

Group 1 - Intercontinental Oil and Gas (600759) experienced a significant price surge, closing at the daily limit after opening with a drop limit, with a trading volume exceeding 4 billion yuan [2] - The CPO concept stocks continued to rise, with Zhilifang hitting a historical high with a 20% limit increase; Keri Technology and Huanxu Electronics also reached their daily limit [2] - Other stocks such as Yitian Co. and Aotwei increased by over 10%, while Changyingtong and Zhongfu Circuit also saw notable gains [2] Group 2 - Changyingtong rose by 7.26% to 58.53, with an increase of 11.12% [4] - Zhongfu Circuit increased by 7.16% to 78.40, with a rise of 5.67% [4] - Fenghuo Communication saw a rise of 7.14% to 41.86, with an increase of 5.63% [4]

Core Viewpoint - Intercontinental Oil and Gas (SH600759) reached its daily limit up on February 6, 2026, with a price of 5.5 yuan, marking a 10% increase and a total market capitalization of 22.82 billion yuan [1] Group 1: Company Performance and Governance - The company primarily focuses on oil and natural gas exploration and development overseas. Despite a significant decline in net profit and net profit excluding non-recurring items for the 2025 performance forecast, the company is actively promoting governance standardization, completing cross-shareholding rectification, amending its articles of association, and passing shareholder meeting proposals with high votes, which enhances governance standards and lays a solid foundation for long-term development [2] - The company has implemented a share repurchase plan, having repurchased 1.14% of its shares for employee incentives, indicating management's confidence in the company's future development. Additionally, the completion of the restructuring investment and the transfer of capital reserves to increase share capital positively impacts the company's capital structure and development [2] Group 2: Market Performance and Technical Analysis - From a market performance perspective, the oil and gas extraction sector showed active performance from February 4 to 6, with several stocks in the sector performing well, creating a certain sectoral linkage effect. Data from Dongfang Caifu indicates that there was a notable inflow of funds into this sector on February 6 [2] - On February 4, Intercontinental Oil and Gas was included in the "Dragon and Tiger List," with net purchases from retail and institutional investors, reflecting market attention towards the stock. Technical analysis suggests that the stock price may have broken through short-term resistance levels, attracting more investor interest. Tonghuashun's fund monitoring indicates that there was a net purchase of large orders on that day, suggesting participation from major funds [2]

Core Viewpoint - The oil and gas sector is experiencing a significant rally, with notable stock price increases among various companies, indicating a positive market sentiment in this industry [1][2]. Group 1: Stock Performance - Intercontinental Oil & Gas reached a daily limit increase, closing at 5.50, marking a 10% rise [1]. - Shouhua Gas saw a substantial increase of over 12%, with its current price at 17.24 [2][3]. - Taishan Petroleum also performed well, rising over 5% to a price of 8.29 [2][3]. - Other companies in the sector, such as International Industry and Blue Flame Holdings, reported increases of 3.54% and 2.94%, respectively [3]. Group 2: Market Activity - The overall trading volume for Intercontinental Oil & Gas exceeded 4 billion yuan, reflecting strong investor interest [1]. - The positive trend in oil and gas stocks suggests a broader market recovery or investor confidence in the sector [2].

2月6日午后，洲际油气涨停走出"地天板"，成交额超40亿元。 油气股整体走强，首华燃气涨超12%，泰山石油涨超5%。 | 编辑 ｜ 钉钉 | | --- | ...

每经AI快讯，2月6日，洲际油气拉升封板，该竞价跌停开盘，盘中上演"地天板"，日内成交额超40亿 元。 （文章来源：每日经济新闻） ...

Group 1 - The U.S. State Department issued a security warning on February 5, urging American citizens to leave Iran due to ongoing tensions and to prepare for self-reliant exit plans [1] - China Galaxy Securities forecasts that Brent crude oil prices will range between $60-70 per barrel by February 2026, with short-term price volatility expected due to regional uncertainties [1] - As of February 6, 2026, the National Petroleum and Natural Gas Index (399439) increased by 0.51%, with notable gains from stocks such as Potential Energy (up 6.68%) and Intercontinental Oil and Gas (up 5.20%) [1] Group 2 - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1] - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China National Petroleum, China National Offshore Oil, and China Petroleum & Chemical, collectively accounting for 66.76% of the index [1]

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华泰柏瑞（561570）业绩比较基准为中证油气产业指数收益率，管理人为华泰柏瑞基金管理有 限公司，基金经理为李沐阳，成立（2024-10-09）以来回报为31.64%，近一个月回报为14.61%。 2月6日，油气ETF华泰柏瑞（561570）开盘跌1.14%，报1.303元。油气ETF华泰柏瑞（561570）重仓股 方面，中国海油开盘跌2.61%，中国石油跌2.18%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌 1.29%，广汇能源跌1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌 10.00%。 ...

2月6日，石油ETF（561360）开盘跌2.76%，报1.372元。石油ETF（561360）重仓股方面，中国石油开 盘跌2.18%，中国海油跌2.61%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌1.29%，广汇能源跌 1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌10.00%。 石油ETF（561360）业绩比较基准为中证油气产业指数收益率，管理人为国泰基金管理有限公司，基金 经理为苗梦羽，成立（2023-10-23）以来回报为40.93%，近一个月回报为15.06%。 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。 来源：新浪基金∞工作室 ...