有投资者在互动平台向石化油服提问："董秘你好，美国天然气暴涨，贵公司有没有天然气业务？对贵 公司有没有影响？" 本文源自：市场资讯 作者：公告君 针对上述提问，石化油服回应称："您好，谢谢您的关注，本公司的主营业务主要是为原油和天然气勘 探开采提供技术服务。一般情况下，原油和天然气价格上涨会推动油气公司增加上游油气勘探开采资本 支出，从而增加油气技术服务需求，本公司的相关工作量会相应增加。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

中化新网讯 中国石化仪征化纤公司再生涤纶短纤继续保持良好增长态势，1月该产品订货量比去年同期 增加40%，产量同比增加34%。 2月3日，该公司合纤三部开发装置正在加紧排产，全力保证春节前后的用户需求。该公司合纤三部开发 装置自2021年初开始研发生产高附加值再生涤纶短纤以来，在强化原料管控，建立原料指标追溯体系， 提升切片供应稳定性基础上，优化生产工艺，保障生产稳定，加快技术创新，严把质量关口，并主动对 接自销团队，全面满足后道用户需求。2025年，仪征化纤高附加值再生涤纶短纤产销量突破1万吨，成 为其循环再利用领域首个万吨级拳头产品。 ...

证券研究报告 原油周报：美国原油产量下降，后续关注美伊谈判进展 大化工首席分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 石化化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2026年2月8日 请务必阅读正文之后的免责声明部分 投资要点 ◼ 【美国原油】 2 ◼ 1）原油价格：本周Brent/WTI原油期货周均价分别67.7/63.5美元/桶，较上周分别-0.9/+0.1美元/桶。 ◼ 2）原油库存：美国原油总库存、商业原油库存、战略原油库存、库欣原油库存分别8.4/4.2/4.2/0.2亿桶，环比-324/- 346/+21/-74万桶。 ◼ 3）原油产量：美国原油产量为1322万桶/天，环比-48万桶/天。美国活跃原油钻机本周412台，环比+1台。美国活跃压 裂车队本周148部，环比-3部。 ◼ 4）原油需求：美国炼厂原油加工量为1603万桶/天，环比-18万桶/天；美国炼厂原油开工率为90.5%，环比-0.4pct。 ◼ 5）原油进出口量：美国原油进口量、出口量、净进口量 ...

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]

南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年294天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 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。 责任编辑：小浪快报 2月6日，石化油服涨5.21%，截至发稿，报3.03元/股，成交12.60亿元，换手率3.22%，总市值574.40亿 元。 资料显示，中石化石油工程技术服务股份有限公司位于北京市朝阳区吉市口路9号，成立日期1994年11 月21日，上市日期1995年4月11日，公司主营业务涉及油气勘探开发的工程与技术服务。主营业务收入 构成为：钻井49.10%，工程建设23.37%，井下特种作业13.87%，地球物理4.89%，测录井4.67%，其他 2.99%，其他(补充)1.11%。 从石化油服十大流通股东角度 数据显示，南方基金旗下1只基金位居石化油服十大流通股东 ...

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]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月5日南向资金增持866.4万股中石化油服（01033.HK）。近5个交易日中，获南向资金 增持的有3天，累计净增持746.2万股。近20个交易日中，获南向资金减持的有14天，累计净减持1.2亿 股。截至目前，南向资金持有中石化油服（01033.HK）8.0亿股，占公司已发行普通股的14.77%。 中石化石油工程技术服务股份有限公司是一家从事提供综合油气工程与技术服务的中国公司。该公司运 营五个分部。地球物理工程分部从事提供陆地、海洋地球物理勘探开发技术服务。钻井工程分部从事提 供陆地、海洋钻井设计、施工、技术服务及钻井仪器装备。测录井工程分部从事在陆地与海洋提供包括 对井筒油气、地质、工程信息进行采集、监测、传输、处理解释、评价等的工程承包与技术服务。井下 作业工程分部从事提供石油工程技术服务和工程施工。工程建设分部提供陆地及海洋油气田建设等项目 的可行性研究、设计、采办和施工。 ...

Group 1 - The oil and gas sector experienced an initial surge, with potential gains observed in several companies [1] - Potential Energy increased by over 10%, indicating strong market interest [1] - Tongyuan Petroleum rose by more than 7%, reflecting positive investor sentiment [1] - Other companies such as Intercontinental Oil and Gas, Zhongman Petroleum, and Sinopec Oilfield Services also saw significant upward movement [1]

证券之星消息，2月3日油服工程板块较上一交易日下跌0.5%，石化油服领跌。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。油服工程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) | | | --- | --- | --- | --- | --- | --- | --- | | 300164 | 道線石油 | 12.00 | 8.60% | 195.78万 | | 23.19亿 | | 300191 | 潜能恒信 | 29.40 | 7.65% | 28.97万 | | 8.29亿 | | 920088 | 科力股份 | 43.99 | 3.51% | 9.66万 | | 4.17亿 | | 002828 | 贝肯能源 | 12.29 | 1.74% | 1 29.82万 | | 3.64亿 | | 600339 | 中油工程 | 3.88 | 1.04% | 147.05万 | | 5.67亿 | | 600583 | 海滩工程 | 6.48 | 0.78% | 65.55万 | | 4.22亿 | | 6 ...

Group 1: Oil and Chemical Indices Performance - The oil indices showed an overall increase, with all three oil indices rising, while all four chemical indices experienced declines [1] - The chemical raw materials index fell by 1.98%, the chemical machinery index decreased by 1.73%, the chemical pharmaceuticals index dropped by 3.11%, and the pesticide and fertilizer index declined by 2.06% [1] - In contrast, the oil processing index increased by 4.01%, the oil extraction index rose by 12.08%, and the oil trading index went up by 5.87% [1] Group 2: International Oil Prices - International crude oil prices saw a significant increase, with WTI crude oil futures settling at $65.21 per barrel, up 6.78% from January 23 [1] - Brent crude oil futures settled at $70.69 per barrel, reflecting a 7.30% increase from January 23 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases included octanol (up 8.42%), adipic acid (up 7.95%), carbon black (up 7.94%), Brent (up 7.30%), and butadiene (up 6.98%) [1] - The five petrochemical products with the largest price declines were hydrogen peroxide (down 7.66%), lithium battery electrolyte (down 7.04%), battery-grade lithium carbonate (down 5.91%), paraquat 42% mother liquor (down 5.56%), and hydrochloric acid (down 3.70%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Tongyuan Petroleum (up 63.03%), Sidike (up 60.03%), Runtu Co. (up 34.08%), Qianeng Hengxin (up 33.43%), and Sinopec Oilfield Service (up 29.66%) [2] - The five listed chemical companies with the largest stock price declines included Gaomeng New Materials (down 21.06%), Guofeng New Materials (down 19.37%), Jianghua Micro (down 19.01%), Lafang Jiahua (down 18.74%), and Shuangwei New Materials (down 16.26%) [2]