证券日报网讯 12月3日，中国海油在互动平台回答投资者提问时表示，截至2025年第三季度报告期末， 本公司普通股股东总数为216486户，其中A股214763户。 （文章来源：证券日报） ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has commenced production at the Weizhou 11-4 oilfield adjustment and surrounding area development project, enhancing its operational capacity in the northern Gulf of South China Sea [1] Group 1: Project Overview - The Weizhou 11-4 project is located in the northern Gulf of South China Sea with an average water depth of approximately 43 meters [1] - The project involves the construction of one unmanned wellhead platform and one central processing platform, connected to existing facilities via a bridge [1] - A total of 35 wells are planned for development, including 28 production wells and 7 water injection wells [1] Group 2: Production Expectations - The project is expected to reach a peak production of approximately 16,900 barrels of oil equivalent per day by 2026, with the oil type being light crude [1] - The development employs a collaborative model of "three offshore processing centers + one onshore terminal," aimed at creating a transportation hub to support regional capacity release and energy supply [1] Group 3: Company Ownership and Operations - CNOOC holds 100% ownership of the project and acts as the operator [1]

Core Viewpoint - The oil and gas extraction sector experienced a 0.73% increase on December 2, with Intercontinental Oil leading the gains, while the Shanghai Composite Index fell by 0.42% and the Shenzhen Component Index decreased by 0.68% [1] Group 1: Market Performance - The closing price of Intercontinental Oil was 2.76, reflecting a 1.47% increase, with a trading volume of 2.3728 million shares and a transaction value of 649 million yuan [1] - China National Offshore Oil Corporation (CNOOC) closed at 28.76, up by 0.98%, with a trading volume of 295,900 shares and a transaction value of 851 million yuan [1] - Blue Flame Holdings remained unchanged at 6.95, with a trading volume of 79,900 shares and a transaction value of 55.2764 million yuan [1] - ST Xinchao closed at 3.89, down by 0.26%, with a trading volume of 77,600 shares and a transaction value of 30.2054 million yuan [1] Group 2: Capital Flow - The oil and gas extraction sector saw a net inflow of 12.7885 million yuan from main funds, while retail investors experienced a net outflow of 26.7944 million yuan [1] - Intercontinental Oil had a net inflow of 20.6339 million yuan from main funds, but a net outflow of 12.0512 million yuan from retail investors [2] - CNOOC experienced a net outflow of 471,800 yuan from main funds, with a net inflow of 18.5347 million yuan from speculative funds [2] - Blue Flame Holdings had a net outflow of 3.4649 million yuan from main funds, with a net inflow of 154,580 yuan from speculative funds [2] - ST Xinchao faced a net outflow of 3.9087 million yuan from main funds, while speculative funds saw a net inflow of 250,810 yuan [2]

消息面上，为应对全球石油供应过剩和油价下跌的压力，8个OPEC+国家发布声明称，维持11月初制定 的产量计划，并在2026年第一季度暂停增产。同时，OPEC+国家就评估成员国各自最大石油产能的机 制达成一致。受上述消息影响，国际油价周一亚盘一度上涨1.5%。 智通财经获悉，石油股早盘走高，截至发稿，中海油(00883)涨2.61%，报22港元；中石油(00857)涨 1.82%，报8.94港元；中石化(00386)涨1.8%，报4.53港元。 光大证券此前认为，在国企改革深化、油价维持高位的背景下，"三桶油"有望持续兑现业绩和高分红， 开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感 性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。 本文源自：智通财经网 ...

智通财经APP获悉，石油股早盘走高，截至发稿，中海油(00883)涨2.61%，报22港元；中石油(00857)涨 1.82%，报8.94港元；中石化(00386)涨1.8%，报4.53港元。 消息面上，为应对全球石油供应过剩和油价下跌的压力，8个OPEC+国家发布声明称，维持11月初制定 的产量计划，并在2026年第一季度暂停增产。同时，OPEC+国家就评估成员国各自最大石油产能的机 制达成一致。受上述消息影响，国际油价周一亚盘一度上涨1.5%。 光大证券此前认为，在国企改革深化、油价维持高位的背景下，"三桶油"有望持续兑现业绩和高分红， 开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感 性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。 ...

每经AI快讯，12月2日，港股三桶油集体拉升上涨，其中，中国海洋石油涨超2%，中国石油股份涨近 2%，中国石油化工涨超1%。 ...

作为我国渤海首个千亿方大气田，渤中19-6凝析气田累计探明天然气地质储量超2000亿立方米。为加快 开发超大规模气田，将储量快速"变现"产量，中国海油（600938）天津分公司渤西作业公司通过构建全 流程协同机制、推进工程作业和气井生产有效衔接、动态优化生产方案，使气井完井即投产达成率保持 100%。气田还聚焦全产业链资源循环与流程优化，创新应用"一井多用"资源整合模式，对6口低产气井 实施技术改造，有效盘活"闲置"资源，实现增气又增油。 中化新网讯 11月25日，渤中19-6凝析气田CEPA平台C10H井日产气达20万立方米，气田单井日产创新 高。今年采暖季以来，该气田累计外输天然气超5500万立方米，持续为环渤海地区提供安全、清洁的能 源保障。 ...

Core Insights - The China Petroleum Industry Index rose by 0.16% as of December 2, 2025, with significant gains from stocks like Hengyi Petrochemical and Tongcheng New Materials [1] - The Petrochemical ETF (159731) experienced a slight decline of 0.12%, priced at 0.83 yuan [1] - Over the past week, the Petrochemical ETF attracted a net inflow of 21.32 million yuan, reaching a new one-year high in both share count and scale [1] Fund Performance - The Petrochemical ETF's net value increased by 28.05% over the past two years, with a maximum monthly return of 15.86% since inception [1] - The longest consecutive monthly gain for the ETF was 7 months, with a total increase of 27.01%, and an average monthly return of 4.96% during rising months [1] - As of December 1, 2025, the ETF outperformed its benchmark with an annualized excess return of 4.62% over the last six months [1] Index Composition - The top ten weighted stocks in the China Petroleum Industry Index account for 56.67% of the index, including Wanhua Chemical, China Petroleum, and Yilong Lake [1] - The individual weightings of these stocks vary, with Wanhua Chemical at 10.47% and China Petroleum at 7.63% [3]

资料显示，中国海洋石油有限公司位于北京市东城区朝阳门北大街25号,香港花园道1号中银大厦65层， 成立日期1999年8月20日，上市日期2022年4月21日，公司主营业务涉及中国海洋石油有限公司是一家主 要从事原油和天然气的勘探、生产及销售的中国公司。该公司经营三个分部。勘探及生产分部从事常规 油气业务、页己油气业务、油砂业务和其他非常规油气业务。贸易业务分部从事原油转口贸易业务。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。该公司主要在中国、加拿大、美国、英国、 尼日利亚以及巴西等地开展业务。主营业务收入构成为：油气销售82.73%，贸易14.96%，其他(补 充)2.31%。 截至9月30日，中国海油股东户数21.65万，较上期减少7.02%；人均流通股13922股，较上期增加 7.62%。2025年1月-9月，中国海油实现营业收入3125.03亿元，同比减少4.15%；归母净利润1019.71亿 元，同比减少12.59%。 融资方面，中国海油当日融资买入1.01亿元。当前融资余额13.72亿元，占流通市值的1.61%，融资余额 低于近一年10%分位水平，处于低位。 融券方面，中国海油12月1日 ...

Core Viewpoint - Shengli Oil Engineering Company has won its first general contracting project from CNOOC Tianjin Branch, marking a significant step in "China-China" cooperation towards high-quality development [1] Group 1: Project Details - The contract duration is over 2 months with a total contract value of nearly 100 million yuan [1] - The project is located at the Kenli 10-4 oilfield and will be undertaken by Shengli's subsidiary, Offshore Drilling Company [1] Group 2: Previous Achievements - Offshore Drilling Company's Xinjingli No. 2 platform has successfully completed four day-rate projects for CNOOC, receiving two commendation letters from the client [1] - The platform has drilled two wells with a total output of 200 tons and maintained a 100% day-rate acquisition rate for six consecutive months [1] Group 3: Strategic Importance - The successful bid is a result of careful preparation in proposal writing, material coordination, and technical solutions, allowing the company to stand out among three competitors [1] - This project marks the first entry of Shengli Oil Engineering into the CNOOC market for various oil engineering services, establishing a model for "China-China" cooperation projects [1]