证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...

油气资源股午后持续冲高， 准油股份2连板， 石化油服、 中曼石油涨停， 通源石油涨超15%，科力股 份涨超10%， 潜能恒信、 洲际油气、 中油工程、 贝肯能源、 海油发展跟涨。 ...

Group 1 - The core viewpoint of the articles indicates that the chemical industry is experiencing a prolonged period of negative growth in PPI, with projections suggesting a recovery phase starting around 2026 as domestic and international demand rebounds [2][3] - The chemical market has seen significant price increases recently, with epoxy propylene prices rising by 7.9% in the week of January 12-18, indicating potential upward momentum in the sector [2] - The chemical industry is characterized by a cyclical nature, typically following a five-year cycle of "profit upturn - capacity expansion - profit bottoming - capacity clearance/demand expectation improvement," suggesting a favorable outlook for the upcoming phase [2] Group 2 - Major chemical companies, such as China National Chemical Corporation, hold over half of the global market share, which may lead to a decrease in capital expenditure intensity and an increase in dividend payout ratios in the coming years [3] - The recent winter storm in the U.S. has disrupted natural gas and electricity supplies, affecting chemical production in key areas like Texas, which may impact global supply stability for major chemical products [3] - The domestic chemical sector is at a dual inflection point in terms of capacity and inventory cycles, with potential supply declines from overseas benefiting domestic production rates and overall industry recovery [3] Group 3 - Relevant Hong Kong-listed companies in the chemical sector include Sinopec (600028), Sinopec Oilfield Service (600871), Sinopec Engineering (02386), Shanghai Petrochemical (600688), and others [4]

据交易所数据显示， 石化油服连续两个交易日涨停，晋级2连板。该股今日于9时31分封涨停，成交额 5.19亿元，换手率1.19%。金融界App AI线索挖掘：油服行业整体景气度提升，全球经济复苏及地缘政 治局势变化推动国际油价走高，形成良好行业发展环境；OPEC+2026年对增产持谨慎态度，有望改善 原油供需失衡局面；公司2025年度对外担保实际发生情况良好，无逾期对外担保，向市场传递积极信 号；油气开采及服务概念近期受到市场关注。 风险提示：连板股波动剧烈，注意追高风险，理性投 资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

油气资源股延续活跃，石化油服2连板，通源石油涨超10%，洲际油气、准油股份、中国海油、中曼石 油、科力股份跟涨。 ...

Core Viewpoint - International oil prices have rebounded strongly, with Brent crude reaching a three-month high and WTI crude surpassing $62 per barrel, leading to increased activity in oil and gas stocks [1] Group 1: Market Performance - Oil and gas stocks saw significant gains, with PetroChina hitting the daily limit and CNOOC rising over 7%, setting new historical highs [1] - The oil and gas ETF, Huatai Securities (159309), surged over 4%, also reaching a historical high, with net subscriptions exceeding 90 million yuan during the day, following a total of over 150 million yuan in net inflows over the previous ten days [1] Group 2: Market Drivers - Multiple favorable factors are supporting the oil and gas market, including geopolitical tensions in Iran, a winter storm in the U.S. reducing daily oil production by up to 2 million barrels, and OPEC+ production cuts [5] - Demand-side factors include the initiation of global reserve accumulation, a Federal Reserve interest rate cut cycle boosting refined oil demand, and rising demand in Asia, Africa, and Latin America [5] - The U.S. dollar index hitting a four-year low further supports the rise in oil prices, which are priced in dollars [5] Group 3: Future Outlook - According to Huatai Securities research, geopolitical premiums have led to a rebound in oil prices during the off-season, with expectations for prices to bottom out and rise in Q2-Q3 of 2026 due to recovering demand and global reserve accumulation [5] - The oil and gas sector is viewed as a long-term investment opportunity, with the current geopolitical risks and short-term supply shocks creating favorable conditions for investment [5]

Market Overview - A-shares showed significant divergence today, with the Shanghai Composite Index rising while the ChiNext Index and other indices struggled [1] - The Shanghai Composite Index closed up 0.27% at 4151.24 points, while the ChiNext Index fell 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 2.99 trillion yuan, an increase of over 70 billion yuan from the previous day [1] Gold Market - Spot gold surged over $100 today, breaking through $5300 per ounce, setting a new historical high [2][7] - Goldman Sachs raised its gold price target for December 2026 to $5400 per ounce [2] - The gold concept stocks experienced a surge, with several stocks hitting the daily limit, including China Gold and Sichuan Gold, which have seen consecutive limit-ups [5][10] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Qipai Technology and Zhongwei Semiconductor seeing significant gains [17] - Zhongwei Semiconductor announced a price increase of 15%-50% for certain products due to rising costs and supply chain pressures [19] - The semiconductor industry is experiencing a price surge that has spread from memory chips to other segments, driven by strong demand and tight supply [20] Oil Sector - The oil sector saw a strong rally, with companies like Tongyuan Petroleum and Sinopec Oilfield Services hitting their daily limits [12] - Analysts suggest that geopolitical tensions and extreme weather conditions are impacting global energy supplies, leading to a rebound in oil prices [15] - The Brent crude oil price forecast for 2026 has been raised to $65 per barrel, reflecting expectations of demand recovery and inventory accumulation [15]

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。 从资金流向上来看，当日国企改革板块主力资金净流出21.65亿元，游资资金净流入11.12亿元，散户资 金净流入10.53亿元。国企改革板块个股资金流向见下表： 证券之星消息，1月28日国企改革板块较上一交易日上涨0.96%，石化油服领涨。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%。国企改革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 | 通原石油 | 11.03 | 20.02% | 267.86万 | | 27.61亿 | | 300191 | 潜能恒信 | 29.95 | 19.28% | 43.28万 | | 12.10亿 | | 920088 | 科力股份 | 46.55 | 15.85% | 13.39万 | | 6.07亿 | | 600871 | 石化油服 | 2.94 | 10.11% | 317.54万 | | 9.04亿 | | 603619 | 中曼石油 | 33.88 | 10.00% | 37.90万 | | 12.42亿 | | 002207 | 准油股份 | 10.16 | 9.96% | 66.24万 | | 6.46 Z | | 600339 | 中油工程 | 3.91 | 5.68% | 187.88万 | | 7.31亿 | | 002554 | 惠博音 | 4.17 | 4.51% | 126.67万 | | ...

Market Overview - A-shares experienced a narrow range of consolidation with resource stocks showing a broad-based increase, as of January 28, the Shanghai Composite Index rose by 0.49% to 4160.01 points, while the Shenzhen Component Index increased by 0.09% [1] - The total trading volume in A-shares reached 1.93 trillion yuan [1] Economic Indicators - The People's Bank of China conducted a 7-day reverse repurchase operation of 377.5 billion yuan at a fixed rate of 1.4%, with a net injection of 14 billion yuan for the day [2] Energy Sector Insights - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China is expected to reach 3.89 billion kilowatts, a year-on-year increase of 16.1%. Solar power capacity is projected to reach 1.2 billion kilowatts, up 35.4%, while wind power capacity is expected to reach 640 million kilowatts, up 22.9% [3] - The State-owned Assets Supervision and Administration Commission emphasized the importance of central enterprises in strategic security and public service, promoting professional integration and innovation [3] Commodity Market Performance - International gold prices surpassed $5,200 per ounce, leading to a surge in the gold and non-ferrous metal sectors, with several companies, including China Gold and Sichuan Gold, hitting their daily price limits [3] - International oil prices reached a new high, with the oil and gas sector performing strongly, particularly China National Offshore Oil Corporation, which saw a price increase of over 7% [3] Sector Performance - The oil sector led with an average increase of 5.18%, followed by non-ferrous metals at 4.54% and coal at 2.52%. In contrast, the healthcare sector saw a decline of 2.02% [4] Company Insights - **Sinopec Oilfield Service**: Benefiting from the "increasing reserves and production" policy, the company is expected to maintain high capital expenditure from its parent company, providing support for workload and profitability [8] - **Zhongman Petroleum**: The company is expected to continue good performance due to rapid growth in oil and gas production [8] - **China National Offshore Oil Corporation**: The company shows resilience in performance during oil price downturns, with a focus on both oil and gas and renewable energy businesses [8] - **CNOOC Oilfield Services**: As a leader in offshore oil and gas equipment, the company is expected to enjoy valuation premiums due to steady growth in oilfield technology and ongoing expansion in deep-sea technology [8]