Core Viewpoint - The A-share market is experiencing volatility and decline, particularly in the oil and gas sector, with significant net inflows into the oil and gas ETF Huatai-PineBridge (159309) despite the downturn [1][3]. Group 1: Market Performance - As of 13:22, the oil and gas ETF Huatai-PineBridge (159309) has dropped over 4%, with a net inflow of more than 106 million yuan during the day, marking a total of over 500 million yuan in inflows over the past 15 days [1]. - Major component stocks of the oil and gas ETF have mostly retreated, with Intercontinental Oil and Gas down over 9%, and China National Offshore Oil Corporation and China Petroleum down over 4% [3]. Group 2: Component Stocks - The top ten component stocks of the oil and gas ETF include: - Jerry Holdings (002353) up 1.71% - CNOOC (601857) down 3.54% - China Petroleum (600028) down 1.54% - Intercontinental Oil and Gas (600759) down 9.91% [4]. Group 3: Geopolitical and Supply Factors - Geopolitical risks have eased, with the U.S. indicating a positive relationship with Venezuela, potentially sharing oil revenues, and ongoing negotiations with Iran [5]. - OPEC+ members have agreed to maintain their production cut policies, with a commitment to market stability and low inventory levels [5]. Group 4: Industry Outlook - The medium to long-term outlook for the oil and gas industry remains positive, with expected exploration and development spending to maintain historical median levels from 2024 to 2030 [7]. - Key variables affecting the market include North American data center construction progress, OPEC+ production policies, and domestic policies on refining capacity [7]. Group 5: ETF Characteristics - The oil and gas ETF Huatai-PineBridge (159309) focuses on the oil and gas industry chain, including exploration, equipment, refining, and sales, emphasizing companies with quality reserves and low-cost advantages [8]. - The ETF has a streamlined sample size of 44 stocks, ensuring high purity with all top ten component stocks being leading oil and gas companies [8].

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38.77%，近一个月回报为20.14%。 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。 2月2日，油气ETF汇添富（159309）开盘跌3.54%，报1.336元。油气ETF汇添富（159309）重仓股方 面，中国石油开盘跌2.90%，中国海油跌4.70%，中国石化跌1.69%，杰瑞股份涨6.74%，招商轮船跌 0.53%，广汇能源跌2.32%，中远海能跌0.95%，洲际油气跌9.91%，海油工程跌3.60%，招商南油跌 2.44%。 来源：新浪基金∞工作室 ...

Market Overview - The A-share market opened with mixed results on February 2, with the Shanghai Composite Index down 0.93%, Shenzhen Component Index down 0.54%, and the ChiNext Index up 0.65 [1] - The market showed slight fluctuations in the morning, with the declines in the Shanghai and Shenzhen indices narrowing while the ChiNext Index continued to rise [1] Nonferrous Metals Sector - The nonferrous metals sector experienced a significant drop, with the index falling nearly 7% and over 30 stocks hitting the daily limit down during the opening [2][3] - Major stocks such as Xiaocheng Technology (300139) and Jiangxi Copper (600362) also faced limit down situations [3] Precious Metals Futures - Domestic precious metals and nonferrous metal futures saw a sharp decline, with silver futures down 17% and gold futures down over 14% [5][6] - Spot gold and silver initially rebounded but then continued to decline, with gold dropping over 6% and silver nearly 8% [7] Oil and Petrochemical Sector - The oil and petrochemical sector also faced declines, with major stocks like Zhongman Petroleum (603619) and PetroChina (600759) hitting limit down [8][9] - The drop in international oil prices was influenced by geopolitical tensions in Iran, with recent statements from U.S. President Trump indicating a desire for negotiations [8] Telecommunications Sector - The three major telecom operators, China Mobile (600941), China Telecom (601728), and China Unicom, all saw declines of over 4% [10] - A recent announcement from the Ministry of Finance and the State Taxation Administration indicated an increase in VAT rates for telecom services starting January 1, 2026, which may impact revenue and profits [11] Liquor Sector - The liquor sector saw a rebound, with stocks like Shui Jing Fang (600779) and Huangtai Liquor (000995) hitting the daily limit up [12][13] - The liquor industry has been in a correction phase for about five years, with current valuations and institutional positions at historical lows, suggesting potential for recovery [14]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，洲际油气跌停原因可能如下，业绩下滑+股东减持+审计问题： 1、公司业绩大幅 下滑：2025年业绩预告显示，公司净利润预计下滑69%-78%，扣非净利润下滑71%-81%，2026年1月31 日业绩预告也表明2025年报盈利大幅减少，归母净利润1.05亿 - 1.5亿，同比 - 78.47% - -69.24%。这说明 公司经营状况不佳，在市场竞争、成本控制等方面或存在问题，对股价产生了较大的下行压力。 2、行 业与外部因素：洲际油气主营业务受国际油价波动影响显著，若国际油价走势不利，会直接影响公司业 绩。同时，审计机构大华所近三年受6次行政处罚，项目合伙人被警 ...

2月2日，洲际油气跌9.91%，截至发稿，报4.91元/股，成交1.27亿元，换手率0.63%，总市值203.72亿 元。 资料显示，洲际油气股份有限公司位于北京朝阳区顺黄路229号海德商务园,海南省海口市国贸大道2号 海南时代广场17层，成立日期1984年8月20日，上市日期1996年10月8日，公司主营业务涉及石油勘探开 发和石油化工项目的投资及相关工程的技术开发、咨询、服务;石油化工产品、管道生产建设所需物资 设备、器材的销售;油品贸易和进出口;能源基础产业投资、开发、经营;新能源产品技术研发、生产、销 售;股权投资;房屋租赁及物业管理。主营业务收入构成为：油气销售99.88%，服务及其他0.12%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓洲际油气。油气基金（561570）四季度持有股数18.02万股， 占基金净值比例为2.3%，位居第十大重仓股。根据测算，今日浮亏损失约9.73万元。 油气基金（561570）成立日期2024年10月9日，最新规模2443万。今年以来收益18.06%，同类排名 150/5579；近一年收益40.48%，同类排名1837/4285；成立以来收益36. ...

Core Viewpoint - The company, Continental Oil and Gas Co., anticipates a significant decline in net profit for the year 2025, projecting a decrease of 69.24% to 78.47% compared to the previous year [2][4]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of between 105 million to 150 million yuan for the year 2025, which represents a decrease of 337.60 million to 382.60 million yuan from the previous year [2][4]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 60 million to 90 million yuan, reflecting a reduction of 221.47 million to 251.47 million yuan year-on-year [2][4]. Group 2: Previous Year’s Performance - In the previous year, the total profit was 481.53 million yuan, with a net profit attributable to shareholders of 487.60 million yuan, and a net profit excluding non-recurring gains and losses of 311.47 million yuan [6]. Group 3: Reasons for Profit Decrease - The decline in profit is primarily attributed to lower international crude oil prices compared to the same period last year, which negatively impacted the profitability of oil sales [8]. - Additionally, the previous year's tax treatment related to the company's judicial reorganization reduced income tax expenses, leading to an increase in income tax expenses for the current period [8].

证券代码：600759 证券简称：洲际油气 公告编号：2026-006号 洲际油气股份有限公司2025年年度业绩预告 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： 二、上年同期经营业绩和财务状况 ● 本期业绩预告适用于：实现盈利，且净利润与上年同期相比下降50%以上的情形。 ● 洲际油气股份有限公司（以下简称"公司"）预计2025年年度实现归属于母公司所有者的净利润为 10,500万元到15,000万元，与上年同期（法定披露数据）相比，预计将减少33,760.16万元到38,260.16万 元，同比减少69.24%到78.47%。 ● 公司预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为6,000万元到9,000万 元，与上年同期（法定披露数据）相比，预计将减少22,147.13万元到25,147.13万元，同比减少71.10 % 到 80.74%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算， ...

格隆汇1月30日丨洲际油气(600759.SH)公布，公司预计2025年年度实现归属于母公司所有者的净利 润为10,500万元到15,000万元，同比减少69.24%到78.47%。公司预计2025年年度实现归属于母公司所有 者的扣除非经常性损益后的净利润为6,000万元到9,000万元，同比减少71.10%到80.74%。本报告期，由 于国际原油价格低于去年同期，原油销售业务利润有所下降。 （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

（编辑 王雪儿） 证券日报网讯 1月30日，洲际油气发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为10500万元到15000万元，与上年同期相比预计将减少33760.16万元到38260.16万元，同比减少69.24% 到78.47%。 ...

Group 1: Earnings Forecasts - Han's Laser expects a net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses in the previous year [9] - Zhongji Xuchuang anticipates a net profit increase of 89.50% to 128.17% for 2025, projecting profits between 9.8 billion to 11.8 billion yuan [2] - Perfect World forecasts a net profit of 720 million to 760 million yuan for 2025, also reversing previous losses [25] - Yihua Lifestyle expects a net profit of 8 billion to 10 billion yuan for 2025, compared to a loss of 1.696 billion yuan in the previous year [21] - Guizhou Mingzhu anticipates a staggering net profit increase of 2908.49% to 3577.04% for 2025, projecting profits between 166 million to 203 million yuan [25] - Kexing Pharmaceutical expects a net profit increase of 328.83% to 455.89% for 2025, projecting profits between 135 million to 175 million yuan [28] Group 2: Capital Raising and Investments - Newray plans to raise no more than 1.316 billion yuan through a private placement for high-performance CNC blade industrial park projects [3] - Liyang Chip intends to raise up to 970 million yuan for integrated circuit testing projects and other initiatives [4] - Kid King plans to invest 3.3 million yuan to establish a joint venture focused on online business model innovation for family consumption [6] Group 3: Industry Developments - Tianqi Lithium's subsidiary has produced its first batch of chemical-grade lithium concentrate as part of its expansion project [5] - Yihua Lithium's subsidiary has signed a framework agreement with Indonesian state-owned enterprises to collaborate on the entire supply chain for electric vehicle batteries [7] - Longyuan Power expects a net profit increase of 51% to 73% for 2025, driven by improved profitability in its core thermal power business and expansion in renewable energy [18]