以上内容基于公开资料整理，不构成投资建议。 股票近期走势 近期中海石油化学（03983.HK）股价呈现上涨趋势。截至2026年2月11日，该股最新报价为2.79港元， 当日上涨1.82%，5日累计涨幅达2.95%，年初至今涨幅为15.29%。技术指标显示，股价突破布林带上轨 （2.798港元），MACD柱状图转正，KDJ指标进入超买区间，反映短期买盘活跃。同期港股大盘恒生 指数微涨0.31%，公司所属化肥农药板块上涨1.39%，表现略优于大盘。 经济观察网 2026年2月10日，中国海油（600938）总经理黄永章赴中海化学开展春节慰问和工作调研， 强调公司需在化肥保供稳价、深化改革、风险防范等方面展现更大作为，并指出要推动科技强企、转型 升级和数智赋能。这一事件直接涉及中海石油化学的母公司中国海油，可能对市场情绪和公司战略执行 产生积极影响。 ...

Group 1 - The core viewpoint of the news highlights the performance of oil and gas ETFs, with significant gains in several component stocks, including a 9.98% increase in China Merchants Energy and over 8% in COSCO Shipping Energy [2][4] - The OPEC report maintains its global oil supply and demand forecast for the next two years, with a notable decrease in January's average daily production by 439,000 barrels to 42.448 million barrels, exceeding market expectations [4][5] - The recent geopolitical tensions between the US and Iran have contributed to rising oil prices, with US crude oil futures closing at $64.89 per barrel, up 1.45%, and Brent crude at $69.60, up 1.15% [4][5] Group 2 - The marginal improvement in the supply-demand fundamentals is providing solid support for oil prices, with OPEC+ confirming a continued production halt until March 2026, alleviating concerns about oversupply [5][6] - Domestic oil companies are reducing their sensitivity to oil price fluctuations through integrated upstream and downstream operations and diversifying their oil and gas sources [6][7] - The oil and gas ETF focuses on the upstream and downstream sectors of the oil and gas industry, including exploration, equipment, refining, and transportation, emphasizing companies with quality reserves and stable dividend capabilities [6][7]

Group 1 - The ongoing regional tensions are disrupting the global oil supply chain, leading to a continuous rise in oil prices, with WTI crude oil up by 1.45% to $64.89 per barrel and Brent crude oil up by 1.15% to $69.60 per barrel [1] - OPEC maintains its global oil demand growth forecast for 2026 and 2027, expecting an average global demand of 42.6 million barrels per day in Q1 2026 and 42.2 million barrels per day in Q2 2026, unchanged from previous predictions [1] - OPEC+ crude oil production averaged 42.45 million barrels per day in January, a decrease of 439,000 barrels per day from December 2025, primarily due to a decline in Kazakhstan's production [1] Group 2 - The uncertainty surrounding the situation in Iran, combined with the recent trade agreement between the US and India, and India's commitment to halt imports of Russian oil while increasing purchases of US and Venezuelan oil, is accelerating the restructuring of global oil trade flows, providing strong short-term support for oil prices [1] - As of February 12, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.87%, with significant gains in component stocks such as China Merchants Energy (up 6.91%), COSCO Shipping Energy (up 5.34%), and China Merchants Oil (up 4.35%) [1] - The oil ETF Penghua (159697) increased by 0.88%, marking its fifth consecutive rise, with the latest price reported at 1.38 yuan [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2]

Group 1 - The core viewpoint of the articles indicates that international oil prices are rising due to escalating tensions between the US and Iran, which outweighs the impact of a significant increase in US crude oil inventories [1] - OPEC's latest monthly report maintains its forecast for global oil supply and demand for the next two years, with a notable decrease in OPEC+ daily production in January, down by 439,000 barrels to 42.448 million barrels, exceeding market expectations [1] - Current international oil prices are characterized by a tendency to rise rather than fall, with various bullish catalysts emerging, leading to a greater potential for price increases compared to declines [1] Group 2 - The Guozheng Oil and Gas Index (399439) has seen an increase of 0.94%, with significant gains in constituent stocks such as CNOOC Engineering (up 9.97%) and Zhongman Petroleum (up 5.90%) [1] - The Penghua Oil ETF (159697) closely tracks the Guozheng Oil and Gas Index, which reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [2] - As of January 30, 2026, the top ten weighted stocks in the Guozheng Oil and Gas Index account for 66.76% of the index, including major companies like China National Petroleum, CNOOC, and Sinopec [2]

Group 1 - The oil and gas ETF Bosera (561760) opened with a gain of 0.52%, priced at 1.350 yuan [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) up 0.55%, China Petroleum up 0.37%, and China Petrochemical down 0.15% [1] - The ETF's performance benchmark is the CSI Oil and Gas Resource Index return rate, managed by Bosera Fund Management Co., with a return of 34.44% since its establishment on April 19, 2024, and a return of 16.23% over the past month [1] Group 2 - Notable stock performances include Jerry Holdings up 1.27%, China Merchants Energy up 3.49%, and CNOOC Engineering up 1.81% [1] - The ETF's performance reflects the overall trends in the oil and gas sector, indicating a mixed performance among its key holdings [1]

图为驻中国海油纪检监察组指导所属单位纪委紧盯重点问题、重点对象，深挖细查"四风"问题背后的利 益勾连、腐败案件背后的作风顽疾。 汪宗成 摄 二十届中央纪委五次全会强调，深入贯彻关于锲而不舍落实中央八项规定精神推进作风建设常态化长效 化的意见，以经常性学习教育为基础，以压实责任为关键，以风腐同查同治为抓手，完善作风建设长效 机制。中央纪委国家监委驻中国海洋石油集团有限公司纪检监察组（以下简称驻中国海油纪检监察组） 深刻把握由风及腐、风腐一体、风腐交织的特点和规律，持续深化风腐同查同治，通过作风问题表象深 挖腐败根源，健全常态长效、务实管用的作风建设机制，强化一体推进"三不腐"的系统性、协同性，坚 决斩断风腐勾连链条、阻断风腐演变路径，更加有力有效铲除腐败滋生的土壤和条件，不断净化企业政 治生态，为高质量实现中国海油"十五五"时期目标任务提供坚强保障。 加大办案力度，以"同查"严惩风腐交织问题 驻中国海油纪检监察组始终将查办案件作为最有力的监督，坚持"查腐不漏风、查风不漏腐"，一体推进 风腐同查同治，对腐败问题深挖细查、形成震慑，对"四风"问题精准纠治、靶向施治，持续压缩腐败滋 生蔓延的空间。 "同查"保持高压态 ...

中国海洋石油有限公司是一家主要从事原油和天然气勘探、开发、生产及销售的中国公司。该公司通过 三个分部开展业务。勘探及生产分部从事上游石油业务，主要包括常规油气业务，页岩油气业务，油砂 业务和其他非常规油气业务。贸易业务分部从事原油贸易业务，主要包括石油产品分成合同下销售归属 于外国合作方的原油及天然气以及第三方原油贸易业务。公司业务分部从事总部管理、资金管理,以及 研究开发等业务。该公司主要在国内及海外市场开展业务。 证券之星消息，2月11日南向资金增持305.56万股中国海洋石油（00883.HK）。近5个交易日中，获南向 资金增持的有5天，累计净增持5975.27万股。近20个交易日中，获南向资金增持的有14天，累计净增持 8683.73万股。截至目前，南向资金持有中国海洋石油（00883.HK）103.44亿股，占公司已发行普通股 的21.75%。 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。 ...

Core Insights - The National Energy Administration announced ten landmark achievements in oil and gas exploration and development for 2025, highlighting significant advancements in domestic production capabilities and resource management. Group 1: Oil and Gas Production Achievements - By 2025, domestic crude oil production is expected to reach 216 million tons, a historical high, while natural gas production will exceed 260 billion cubic meters, marking the first time production exceeds 200 million tons of equivalent [1] - The "Seven-Year Action Plan" has successfully concluded, with cumulative newly proven geological reserves of oil and gas exceeding 10 billion tons and 10 trillion cubic meters from 2019 to 2025, reinforcing the foundation for sustained production [1] Group 2: Regional Production Highlights - The Ordos Basin has established the country's first 100 million-ton oil and gas production base, with oil production stabilizing at 38 million tons and natural gas production nearing 80 billion cubic meters [2] - The Sichuan Basin's natural gas production is projected to surpass 80 billion cubic meters, contributing over 40% to national production, with shale gas accounting for approximately 27 billion cubic meters [3] Group 3: Marine Oil and Gas Developments - Marine oil production is expected to exceed 66 million tons, with natural gas production around 30 billion cubic meters, leading to a total marine oil and gas equivalent of 90 million tons [4] - Significant discoveries in the Bohai Sea include three large to medium-sized oil fields, with the Qinhuangdao 29-6 oil field achieving proven reserves of over 100 million tons [4] Group 4: Shale Oil and Technology Advancements - The establishment of national-level shale oil demonstration zones in Xinjiang, Daqing, and Shengli is expected to enhance production capacity, with core technologies leading to rapid output increases [5] - The deep earth exploration initiative has achieved breakthroughs, including the successful drilling of wells exceeding 10,000 meters, with significant gas discoveries in the Tarim Basin [6] Group 5: Technological Innovations in Oil and Gas - The industry is advancing towards high-end technology with the development of new equipment for exploration and extraction, including the first domestically produced 80,000-pound controlled seismic source [7] - China National Offshore Oil Corporation (CNOOC) is leading the digital transformation of offshore oil fields, with the "Deep Sea One" gas field being recognized as a model for intelligent factory practices [8] Group 6: Sustainable Practices and Energy Transition - Sinopec's Victory Oilfield has pioneered a clean thermal energy utilization model, achieving significant energy savings and reducing natural gas consumption [9] - The Jilin Oilfield has implemented the "Honggang Model" for green transformation, significantly increasing oil production while reducing carbon emissions and energy consumption [10]

2025 年，四川盆地天然气产量突破 800 亿立方米， 增量占全国的 40% 以上， 其中， 页岩气产量 约 270 亿立方米， 有力推动 川渝千亿方 天然气生产基地建设 。中国石油西南油气田 建成西南地区首个 500 亿立方米 级大气区，形成国内 首个万亿方深层页岩气储量区，与川中二叠系常规气双双实现规模高效增储 ，非常规天然气产量占比达 42% ，实现从 " 常规气主导 " 到 " 常规与非常规协同发力 " 的战略转型 。中国石化发现国内首个二叠系页岩气大气田，川南寒武系超深 层页岩气资源评价不断突破， 川东北 普光、元坝海相 高含硫气田 合计 连续 9 年稳产百亿立方米以上， 页岩气 连续 5 年 实现百亿 立方米 稳产 。 2025年全国油气勘探开发十大标志性成果 大力提升油气勘探开发力度 "七年行动计划"圆满收官，油气储量产量均创历史新高 2025 年，国内原油产量达 2.16 亿吨，创历史新高 ； 天然气产量 超 2600 亿立方米，当量 首次突破 2 亿吨。原油生产 " 海陆并进 " ， 大庆、胜利等 老油田狠抓油藏精细管理和提高采收率，实现长期高效稳产，页岩油产量突破 850 万吨； 渤海油 ...

当最懂"海"的油气央企挥师风电，这并非跨界试水，而是基于数十年海工经验的战略回归！ 海油 风电 能源 共4800字｜建议阅读时间 3分钟 文 | 南山 日前，中国海油在广东汕尾同时成立两家新能源公司，注册资本合计11亿元。其实，2025年底时中国海油在汕尾已经成立了一个风电公司。 | 企业名称 | | 中海油(汕尾)新能源有限公司 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 法定代表人 | | 关联企业 3 | 登记状态 (1) | | 存续 | 天假评分 3 | | | | | | | 成立日期 | | 2026-02-06 | | | | | 統一社会信用代码 2 | | 91441500MAK7QYKU70 | 注册资本 (2 | | 100000万人民币 | 实缴资本 () | | | | 工商注册号 | | 441500000089272 | 纳税人识别号 2 | | 91441500MAK7QYKU70 | 组织机构代码 1 | MAK7QYKU-7 | | | 营业期限 | 企业各称 | | 中海 ...