Group 1 - The core point of the article highlights that southbound funds increased their holdings in Sinopec Oilfield Service Corporation (01033.HK) by 46.57 million shares on February 2 [1] - Over the past five trading days, there were three days of net reductions in southbound fund holdings, totaling a net decrease of 3.308 million shares [1] - In the last 20 trading days, there were 13 days of net reductions, with a cumulative net decrease of 49.80 million shares [1] - Currently, southbound funds hold 866.5 million shares of Sinopec Oilfield Service, representing 15.98% of the company's total issued ordinary shares [1] Group 2 - Sinopec Oilfield Service Corporation is engaged in providing comprehensive oil and gas engineering and technical services in China [1] - The company operates five divisions: Geophysical Engineering, Drilling Engineering, Logging Engineering, Downhole Operations, and Engineering Construction [1] - The Geophysical Engineering division offers land and marine geophysical exploration and development technical services [1] - The Drilling Engineering division provides land and marine drilling design, construction, technical services, and drilling equipment [1] - The Logging Engineering division is involved in the collection, monitoring, transmission, processing, interpretation, and evaluation of wellbore oil, gas, geological, and engineering information [1] - The Downhole Operations division offers petroleum engineering technical services and construction [1] - The Engineering Construction division conducts feasibility studies, design, procurement, and construction for land and marine oilfield development projects [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920088 | 科力股份 | 42.50 | -17.95% | 10.74万 | 4.72 乙 | | 300164 | 通源石油 | 11.05 | -14.21% | 240.79万 | 26.98亿 | | 300191 | 潜能恒信 | 27.31 | -12.83% | 36.98万 | 10.38亿 | | 603619 | 中曼石油 | 31.22 | -10.00% | - 4.88万 | 1.52亿 | | 002207 | 准油股份 | 10.01 | -9.98% | 4.23万 | 4236.13万 | | 600871 | 石化油服 | 3.07 | -9.97% | 82.22万 | 2.52亿 | | 600339 | 中油工程 | 3.84 | -8.13% | 256.35万 | 10.05 Z | | 002828 | 贝肯能源 | 12.08 | -7.72% | 42.97万 | 5.22亿 | | 60 ...

此外，油气板块也出现跌停潮，中曼石油（603619）、准油股份（002207）、石化油服（600871）等多 股跌停。嘉实原油LOF、石油基金LOF、石油LOF、原油LOF易方达、中信保诚商品LOF、南方原油 LOF、大宗商品LOF、资源LOF、国投资源LOF等此前高溢价的场内资源品主题基金也集体跌停。 消息面上，国际油价持续下挫，美油、布油双双跌破5%，分别报61美元/桶和65美元/桶。据新华社报 道，美国总统特朗普1日对媒体表示，希望伊朗能与美国达成核协议，否则世界"很快就会看到"伊朗最 高领袖哈梅内伊的警告是否正确。 当天农业板块也跌幅居前，大北农（002385）、厦门象屿（600057）跌停，智慧农业、史丹利 （002588）等多股跟跌。 消息面上，2日下午，现货黄金一度失守4500美元/盎司，为1月9日以来首次，截至发稿跌至4528美元/ 盎司附近。现货白银也一度跌破72美元/盎司，日内跌超12%，现报72美元/盎司。贵金属市场的抛售情 绪显著扩散至其他品种。国内期货市场普跌，有超过10个期货品种主力合约封住或触及跌停，涉及黄 金、白银、铂、钯、铜、铝、镍、原油、碳酸锂等。 新湖期货认为，长期来看， ...

Core Viewpoint - The domestic precious metals market experienced a historic shock on February 2, 2026, with significant declines in futures and stocks, prompting the Shanghai Gold Exchange to implement emergency risk control measures to stabilize the market [2][3][4]. Market Reaction - On February 2, the main silver futures contract on the Shanghai Futures Exchange hit the limit down, while gold futures fell over 10%, leading to a collective drop in the A-share precious metals sector, with over ten stocks hitting the limit down [2][6][7]. - The spot gold price fell below $4600 per ounce, with an intraday decline of 6.25%, reflecting a broader panic in the market [2][9]. Regulatory Response - The Shanghai Gold Exchange issued an urgent announcement to adjust the margin levels and price fluctuation limits for silver deferred contracts, aiming to curb excessive volatility and maintain market stability [3][4]. - The margin for silver contracts was raised from 20% to 26%, and the price fluctuation limit was increased from 19% to 25% in response to significant price movements [3][4]. Underlying Factors - The recent volatility in the precious metals market was attributed to multiple factors, including external liquidity concerns, changes in Federal Reserve policies, and panic selling among investors [11][12][14]. - The sharp decline in international gold prices, which fell over 12% in a single day, and the extreme volatility in silver prices, which dropped over 36%, were significant contributors to the market's instability [4][11]. Broader Market Impact - The panic in the precious metals market led to a domino effect, causing declines in related sectors such as oil and gas and telecommunications, with many stocks in these sectors also experiencing significant drops [10][11]. - The domestic commodity futures market saw widespread declines, with various precious metal futures hitting limit down, reflecting a broader market retreat [8][10]. Future Outlook - The long-term outlook for precious metals remains influenced by several key variables, including Federal Reserve policy adjustments, global liquidity changes, and geopolitical uncertainties [27][28]. - Despite the short-term volatility, the fundamental drivers for gold's long-term value, such as ongoing monetary easing and strong central bank demand, remain intact [24][25].

Core Viewpoint - The article discusses a significant decline in various sectors of the A-share market, particularly in precious metals and energy, driven by external market pressures and changes in liquidity conditions [1][2][3]. Group 1: Market Reactions - The precious metals sector in A-shares experienced a sharp decline, with multiple stocks hitting the daily limit down, including companies like Xiaocheng Technology and Zhaojin Gold [1]. - The oil and gas sector also faced severe losses, with companies such as Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit down due to a drop in natural gas prices influenced by warmer weather forecasts [2]. - Commodity futures markets saw widespread declines, with major contracts like silver and gold futures hitting limit down, reflecting a broader market sell-off [2]. Group 2: External Influences - The U.S. leveraged loan index has fallen to its lowest point since April 2025, indicating potential liquidity issues in the market, which is further corroborated by a significant drop in the cryptocurrency market [3]. - The adjustment of margin levels and price limits for silver contracts by the Shanghai Gold Exchange suggests increased volatility and risk in the precious metals market [1]. Group 3: Liquidity Concerns - A report from Tianfeng Securities highlights that the U.S. dollar liquidity index has dropped to -60%, indicating extreme tightening that could impact global assets [5]. - The potential appointment of Kevin Warsh as the new Federal Reserve Chair has raised concerns about a hawkish monetary policy, which could lead to further tightening and affect market expectations for interest rates [6].

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]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中石化石油工程技術服務股份有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600871 | 說明 | 於上海證券交易所 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 13,547,012,351 | RMB | | 1 RMB | | 13,547,012,351 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 13,547,012,351 | RMB | | 1 RMB | | 13,547,012,351 | | 2. 股份分類 ...

Group 1 - Oil and oil service stocks experienced a decline in early trading, with Shandong Molong down 8.6% to HKD 3.93, Sinopec Oilfield down 7.22% to HKD 0.9, CNOOC Oilfield down 1.98% to HKD 8.4, CNOOC down 2.87% to HKD 23.68, and PetroChina down 2.16% to HKD 9.08 [1] - WTI crude oil fell by 4% and Brent crude oil dropped by over 5% [1] - Iranian Foreign Minister Zarif indicated the possibility of reaching a fair agreement with the U.S., and an Iranian official stated that there are no plans for military exercises in the Strait of Hormuz, contradicting previous reports [1] Group 2 - Huatai Futures reported that the recent rise in oil prices is attributed to a combination of geopolitical, macroeconomic, and liquidity factors [2] - The macro sentiment and potential stabilization of the dollar may reduce the upward pressure on oil prices, while liquidity factors could also retreat [2] - The situation in Iran remains tense, particularly in the Strait of Hormuz, which is a critical oil export chokepoint, necessitating close monitoring of developments [2]

Core Viewpoint - The oil service engineering sector experienced a decline of 3.38% on January 30, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Market Performance - The oil service engineering sector saw significant individual stock movements, with notable declines in Keli Co., Ltd. by 14.39% and Qianeng Hengxin by 12.83% [2]. - The trading volume for Keli Co., Ltd. was 138,000 shares, with a transaction value of 773 million yuan [2]. - The overall sector had a net outflow of 1 billion yuan from major funds, while retail investors contributed a net inflow of 656 million yuan [2][3]. Group 2: Individual Stock Analysis - Keli Co., Ltd. closed at 51.80 yuan, experiencing a drop of 14.39% with a trading volume of 138,000 shares [2]. - Qianeng Hengxin closed at 31.33 yuan, down 12.83%, with a trading volume of 457,200 shares [2]. - The stock of Huibo Yin fell by 6.14%, closing at 4.13 yuan, with a trading volume of 143,670 shares [2]. Group 3: Fund Flow Analysis - Major funds showed a net outflow from several stocks, including Keli Co., Ltd. with a net outflow of 75.27 million yuan [3]. - Retail investors showed a positive net inflow in stocks like Huibo Yin, with a net inflow of 58.99 million yuan [3]. - The stock of Haiyou Development had a net inflow of 18.4 million yuan from retail investors, despite a major fund outflow [3].

股票代码：600871 股票简称：石化油服 公告编号：临2026-002 登录新浪财经APP 搜索【信披】查看更多考评等级 （一）生产经营情况 公司A股股票在2026年1月27日、28日和29日连续三个交易日内收盘价格涨幅偏离值累计超过20%。根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 中石化石油工程技术服务股份有限公司关于A股股票交易异常波动的公告 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法律责任。 特别提示： ● 中石化石油工程技术服务股份有限公司（以下简称"公司"或"本公司"）A股股票在2026年1月27日、28 日和29日连续三个交易日内收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动。 ● 经公司自查，并书面问询控股股东及实际控制人，截至本公告披露日，确认本公司、本公司控股股东 及实际控制人不存在应披露而未披露的重大信息。 二、公司关注并核实的相关的情况 ● 近期公司股票交易价格波动较大，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。 ...