石油石化行业资金流向排名 石油石化行业今日上涨3.07%，全天主力资金净流入5.13亿元，该行业所属的个股共47只，今日上涨的 有45只，涨停的有4只；下跌的有2只。以资金流向数据进行统计，该行业资金净流入的个股有22只，其 中，净流入资金超5000万元的有9只，净流入资金居首的是中国石化，今日净流入资金3.12亿元，紧随 其后的是石化油服、洲际油气，净流入资金分别为2.02亿元、1.79亿元。石油石化行业资金净流出个股 中，资金净流出超5000万元的有5只，净流出资金居前的有中国石油、海油工程、通源石油，净流出资 金分别为1.82亿元、1.13亿元、7777.07万元。（数据宝） | 600506 | 统一股份 | 0.15 | 5.16 | -753.97 | | --- | --- | --- | --- | --- | | 300055 | 万邦达 | 0.37 | 1.97 | -932.97 | | 000301 | 东方盛虹 | 1.07 | 0.64 | -1378.54 | | 601808 | 中海油服 | 3.78 | 1.14 | -1722.11 | | 300191 | 潜能恒信 ...

| 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 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600938 中国海油 | | 1.91亿 | 6.99% | -2407.67万 | -0.88% | -1.67 Z | -6.10% | | 600759 洲际油气 | | 1.52亿 | 8.21% | -1.05 Z | -5.70% | -4626.52万 | -2.51% | | 000968 蓝焰控股 | | 6653.58万 | 38.44% | -3306.08万 | -19.10% | -3347.50万 | -19.34% | | 600777 | *ST新潮 | -884.52万 | -8.35% | 28.95万 | 0.27% | 855.57万 | 8.08% | 从资金流向上来看，当日油气开采板块主力资金净流入4.0亿元，游资资金净流出1.62亿元，散户资金净 流出2.38亿元。油气开采板块个股资金流向见下表： 证券之星消息，1月22日 ...

Group 1 - The core viewpoint of the article highlights the strategic adjustments made by prominent fund managers at E Fund in their investment portfolios for Q4 2025, focusing on sectors like AI, healthcare, consumer goods, and technology [2][4][6][10] Group 2 - Zhang Kun adjusted the structure of investments in the healthcare, consumer, and technology sectors while maintaining a stable position in top holdings, which include Tencent Holdings, Kweichow Moutai, and Alibaba-W [4][5] - Zhang Kun expressed confidence in the improvement of living standards and social security in China over the next decade, suggesting a narrowing gap with developed countries [4] - The AI wave is seen as a significant driver for innovation, with strong domestic demand expected to attract global resources and talent [4][5] Group 3 - Chen Hao focused heavily on AI-related sectors, increasing allocations in power equipment, new energy, non-bank financials, and chemicals, which yielded positive returns [7][8] - Chen Hao anticipates a transition of the AI industry from an acceleration phase in 2025 to a stable growth phase in 2026, emphasizing the importance of structural opportunities and the integration of AI with local applications [7][8] Group 4 - Xiao Nan reduced allocations in high-end and sub-high-end liquor sectors while increasing investments in the livestock industry, anticipating inflation-driven cost increases over the next two years [10] - The top holdings in Xiao Nan's consumer sector fund remained unchanged, including Kweichow Moutai and Midea Group [10]

Core Viewpoint - The natural gas sector is experiencing a significant surge, driven by geopolitical uncertainties and rising energy prices, particularly in Europe and the U.S. [1][3][7] Group 1: Market Performance - On January 22, the energy sector showed strong performance, with natural gas stocks like Bluestar Holdings and Victory Shares hitting their daily limits [1] - European natural gas prices reached €40 per megawatt hour for the first time since June, with a year-to-date increase exceeding 40% [1] - U.S. natural gas futures surged over 30%, reaching $5 for the first time since December [1][3] Group 2: Geopolitical Influences - Increased geopolitical uncertainties have led investors to bet on rising oil prices, pushing the U.S. energy sector to historical highs [3][7] - The U.S. is expected to see nearly 10 million tons of LNG export facilities come online in Q1, boosting demand due to rising European gas prices [6][7] Group 3: Stock Performance - The A-share natural gas sector rose by 2.44% in early trading, reflecting the positive sentiment in the market [5] - Notable stock performances included Tris, which saw a rise of over 21%, and Zhongtai Shares, which increased by nearly 15% [6] Group 4: Future Outlook - Analysts predict that the cold weather in the U.S. and Europe will support natural gas prices, with a potential for short-term price increases [7] - The geopolitical risk premium is expected to maintain oil prices, with WTI crude oil at a critical threshold of $60 per barrel [7][8]

| 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 563150 | 油气资源ETF | 1.244 | 0.039 3.24% | | | 159309 | 油气ETF汇添富 | 1.300 | 0.040 | 3.17% | | 561760 | 油气ETF博时 | 1.253 | 0.036 | 2.96% | 有券商表示，在地缘政治仍存不确定的前提下，中长期原油供需格局仍具备景气基础，在长期主义视角下，持续看好"三桶油"及 油服板块。此外，宏观经济恢复提振化工需求，长期来看化工品产能出清利好龙头企业，看好大炼化、煤化工、乙烯盈利向好。 （文章来源：每日经济新闻） 油气资源概念股走强，洲际油气涨停，中国海油涨超5%，中国石化涨超3%。 受盘面影响，油气资源相关ETF涨约3%。 ...

1月22日，A股市场震荡上行，油气板块震荡冲高！截至10:07，油气ETF汇添富（159309）爆量涨超4%，冲击四连阳。资金强势涌入油气ETF汇添富 （159309）1200万元，加上今日已连续8日吸金超5000万元。 截至10:038，成分股仅做展示使用，不构成投资建议。 近期油气概念表现活跃，相关因素包括2026年成品油零售限价首次上调，以及国内钻井作业取得日进尺超千米的优异成绩，这些信息对油气板块相关个股形 成关注支撑。 宝城期货表示，近期美国频繁释放地缘风险信号。中东地缘风险再度增强。随着原油期货市场地缘因素盖过偏弱供需基本面，本周三夜盘国内原油期货价格 维持震荡反弹的走势，期价小幅上行。预计本周四国内原油期货价格或维持偏强的格局。（来源宝城期货20260122《宝城期货原油早报：地缘因素增强，原 油震荡偏强》） 【石油板块边际催化丰富，关注配置四大逻辑！】 逻辑一：地缘冲突或提振油价。近期，地缘短期扰动较多，支撑油价震荡上行。继委内瑞拉后，美国制裁力度的预期继续催生供应担忧，伊朗国内局势亦面 临较大不确定性，后期地缘前景仍是主导原油供应预期的核心因素。 逻辑二：康波萧条期，按照商品周期的轮动规律， ...

Group 1 - The core viewpoint of the news is that E Fund's Blue Chip Select Fund, managed by Zhang Kun, has maintained a stable stock position while adjusting its sector allocations in pharmaceuticals, consumer goods, and technology as of Q4 2025 [1] - The top ten holdings of the fund as of the end of Q4 2025 include Tencent Holdings, Kweichow Moutai, Wuliangye, Alibaba-W, Shanxi Fenjiu, Luzhou Laojiao, Yum China, CNOOC, JD Health, and Focus Media, showing no changes from Q3 2025 [1] - Zhang Kun expresses confidence that both the actual living standards and social security levels in China will significantly improve over the next decade, narrowing the gap with developed countries [1] Group 2 - The current AI wave highlights the importance of a strong domestic demand market in promoting technological innovation, as it attracts global resources, talent, and capital [2] - Subscription revenues, such as the approximately $200 annual fee for C-end users of leading AI models like GPT and Gemini, are crucial for companies' financing and ongoing investment confidence amid debates about an "AI bubble" [2] - A domestic company with leading foundational model capabilities could benefit from a stronger consumer environment, enhancing subscription income and model investment interactions, which may help it catch up with global leaders [2]

2026年1月22日 1月21日标的指数成份股涨跌幅TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 000338.SZ | 潍柴动力 | 4.44 | 31.16 | 3.25 | | 2 | 603730.SH | 岱美股份 | 4.17 | 22.72 | 2.61 | | 3 | 605090 SH | 九丰能源 | 3.63 | 14.69 | 2.37 | | 4 | 600938.SH | 中国海滩 | 3.10 | 1.26 | 4.29 | | 5 | 605599.SH | 菜自股份 | 2.97 | 16.37 | 3.89 | | 6 | 002895.SZ | 川恒股份 | 2.79 | 10.42 | 3.50 | | 7 | 600916.SH | 中国黄金 | 1.92 | 4.17 | 4.20 | | 8 | 002483.SZ | 润 ...

2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the 2024 salary information for 87 central enterprise leaders, including seven energy and chemical companies [1] Group 1: Salary Information - The pre-tax salary of central enterprise leaders consists of three parts: payable annual salary, employer contributions to social insurance, enterprise annuities, supplementary medical insurance, and housing provident fund, as well as other monetary income [1] - The disclosed salaries for the seven energy and chemical central enterprise leaders range from 650,000 to 1,000,000 yuan, with the total annual salary for these leaders falling between 800,000 and 1,260,000 yuan [2][3] Group 2: Top Earners - The top three earners among the seven energy and chemical central enterprise leaders are from the "Big Three" oil companies: China National Petroleum Corporation (CNPC) Chairman Dai Houliang (978,500 yuan), China National Offshore Oil Corporation (CNOOC) Chairman Wang Dongjin (966,900 yuan), and China Petroleum and Chemical Corporation (Sinopec) Chairman Ma Yongsheng (935,500 yuan) [3] - The remaining leaders' salaries are as follows: China Coal Energy Group Chairman Wang Shudong (910,200 yuan), National Oil and Gas Pipeline Group Chairman Zhang Wei (872,900 yuan), China Sinochem Holdings Chairman Li Fanrong (650,700 yuan), and China Chemical Engineering Group Chairman Mo Dingge (635,600 yuan) [3] Group 3: Salary Changes - The total salary for the leaders of the seven energy and chemical central enterprises has shown an increase, with the exception of the National Oil and Gas Pipeline Group Chairman's salary, which declined compared to 2023 [3] - The top three salary increases for 2024 were recorded by China Sinochem Holdings Chairman Li Fanrong (4.08%), CNPC Chairman Dai Houliang (3.89%), and CNOOC Chairman Wang Dongjin (3.57%) [4] Group 4: Company Performance - In 2024, the "Big Three" oil companies collectively achieved a net profit of over 352.93 billion yuan, averaging approximately 964 million yuan per day [5] - CNOOC reported a revenue of 420.51 billion yuan, a year-on-year increase of 0.9%, and a net profit of 137.94 billion yuan, up 11.4%, marking the second-highest performance in the company's history [5] - CNPC's revenue was 2.94 trillion yuan, a decrease of 2.5% year-on-year, primarily due to falling prices of oil, natural gas, and refined oil products, while achieving a net profit of 164.68 billion yuan, a 2.0% increase [6]