香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任 何聲明，並明確表示，概不就因本公告全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 CNOOC Limited （中國海洋石油有限公司） （根據公司條例在香港註冊成立的有限責任公司） （股票代號：00883（港幣櫃台）及80883（人民幣櫃台）） 公告 2025年第三季度報告 本公告由中國海洋石油有限公司根據《證券及期貨條例》（香港法例第571章）第XIVA部項下的 內幕消息條文及《香港聯合交易所有限公司證券上市規則》第13.09條及13.10B條作出。 本公司2025年第三季度報告所載財務資料根據中國企業會計準則編製，且未經審計。 重要內容提示 中國海洋石油有限公司（以下簡稱「本公司」或「公司」）董事會及董事、高級管理人員保證季度報 告內容的真實、準確、完整，不存在虛假記載、誤導性陳述或重大遺漏，並承擔個別和連帶的 法律責任。 公司董事長張傳江先生、首席財務官穆秀平女士、財務部總經理王宇凡女士聲明：保證季度報 告中財務信息的真實、準確、完整。 第三季度財務報表是否經審計 □是 ✓否 ...

Group 1 - The core viewpoint of the news is that the National Petroleum and Natural Gas Index (399439) has shown a strong increase of 1.00%, driven by significant gains in constituent stocks such as Lanstone Heavy Industry (603169) up 9.98%, and China Merchants Energy Shipping (601872) up 7.81% [1] - The U.S. Energy Information Administration (EIA) reported a decrease in crude oil inventories by 6.86 million barrels last week, exceeding expectations, which contributed to the rise in oil prices [1] - Zhongyou Securities indicated that if there is a future premium on crude oil due to regional situations, it would benefit upstream assets, while improvements in demand and supply could favor midstream refining [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum (601857), China Petroleum & Chemical (600028), and China National Offshore Oil (600938), collectively accounting for 64.68% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1]

Core Viewpoint - The establishment of the Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise New Fund") aims to accelerate the development of strategic emerging industries in China, with an initial fundraising of 51 billion yuan [2][6]. Fund Overview - The Central Enterprise New Fund has raised an initial capital of 51 billion yuan, with contributions from major state-owned enterprises including China Mobile, Sinopec, CNOOC, and China National Petroleum [2][8]. - The fund is managed by China Reform Holdings Corporation and was officially registered on October 27 [9]. Strategic Focus - The fund will focus on supporting strategic emerging industries such as artificial intelligence, high-end equipment, quantum technology, and future industries like future energy, future information, and future manufacturing [6]. - The fund aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment, promoting a multiplier effect in investment [5]. Management and Structure - The fund operates under a company structure, with a newly established private equity fund management company responsible for its management, implementing both sub-fund investments and direct investment strategies [10]. - The fund's management emphasizes new positioning, mechanisms, models, and teams to ensure efficient and standardized operations [6].

Core Points - The Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise Fund") was launched with an initial fundraising of 51 billion yuan, supported by over ten central enterprises including China Mobile, Sinopec, and China National Petroleum Corporation [1][4] - The fund aims to accelerate the development of strategic emerging industries, focusing on areas such as artificial intelligence, high-end equipment, quantum technology, future energy, future information, and future manufacturing [3][4] - The fund's management will adopt a company-based structure, with a newly established private equity fund management company overseeing operations [4] Group 1 - The Central Enterprise Fund is a key initiative to support the development of strategic emerging industries as mandated by the central government [2][3] - The fund emphasizes a new positioning, new mechanisms, and new models to enhance productivity and service the development of central enterprises [2][3] - The fund's establishment is seen as a significant step towards optimizing the layout and structural adjustment of state-owned enterprises [2] Group 2 - The fund's initial contributors include major state-owned enterprises, with China Guoxin contributing approximately 15 billion yuan, representing 2.94% of the fund [4] - The fund aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment [2][3] - The fund's investment strategy will focus on nine key emerging industries, aligning with the main business operations of participating enterprises [4]

Core Viewpoint - The establishment of the Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise New Fund") is a significant initiative aimed at accelerating the development of strategic emerging industries in China, with a first-phase fundraising target of 51 billion yuan [2][5]. Group 1: Fund Overview - The Central Enterprise New Fund has successfully raised an initial capital of 51 billion yuan, with contributions from over ten central enterprises including China Mobile, Sinopec, and China National Petroleum [2][6]. - The fund is managed by China Guoxin, which is responsible for its fundraising and operational management [2][5]. - The fund's management structure is established as a company, with a newly formed private equity fund management company overseeing its operations [7]. Group 2: Strategic Focus - The fund will primarily support industries such as artificial intelligence, high-end equipment, quantum technology, and future energy, information, and manufacturing sectors [5][6]. - The initiative aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment, fostering a multiplier effect in the industry [4][5]. Group 3: Government and Corporate Support - The initiative is backed by the State-owned Assets Supervision and Administration Commission (SASAC), emphasizing the importance of the fund in optimizing the layout and structure of state-owned enterprises [4][5]. - Beijing's government is committed to providing support and services for the development of the Central Enterprise New Fund, aligning with the spirit of the 20th National Congress of the Communist Party [4].

Core Insights - The 2025 China Marine Economy Expo, themed "Digital Intelligence Deep Blue, Co-creating the Future," is being held in Shenzhen from October 28 to 30, showcasing over 300 leading enterprises and technology companies in the marine sector [1][2] - The expo features four core exhibition areas focused on marine energy, deep-sea technology, marine intelligent equipment, and marine electronic information, along with three high-potential application fields: modern marine services, marine biomedicine, and coastal tourism [1][2] - The event aims to create a platform for communication and cooperation in the marine economy, with participation from Fortune 500 companies, large state-owned enterprises, and specialized "little giant" firms [1][2] Industry Developments - The "Marine Oil 119" platform integrates 14 oil and gas production function modules, representing the most complex offshore oil and gas processing technology in China, akin to a 300,000 square meter onshore facility [3] - The "Hurricane One" platform features a smart integrated control system and new natural gas desulfurization technology, enhancing energy efficiency and environmental sustainability in offshore oil fields [3] - The "Sea Base Two" platform employs digital twin technology with 16,000 monitoring points, optimizing structural stress through AI algorithms, extending its design life to 50 years, and improving operational efficiency by 22% [3] Future Directions - The marine economy is expected to transition from resource exploitation to a model driven by technological innovation and sustainable development, termed the "Deep Blue Revolution" [4][5] - This revolution is characterized by four dimensions: inward exploration of marine life systems, deep-sea technological advancements, the creation of a "transparent ocean" through digital monitoring, and a harmonious coexistence with nature [5][6] - Future marine development will focus on renewable energy sources such as offshore wind, tidal, and wave energy, contributing to a "blue energy grid" for coastal economic and social development [6]

Core Insights - A total of 490 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of October 29 [1] - The stock with the longest continuous net outflow is Zhongju Gaoxin, with 31 days of outflows, followed by Hengshen New Materials with 21 days [1] - The largest total net outflow amount is from China Merchants Bank, with a cumulative outflow of 3.093 billion yuan over 12 days [1] Group 1: Stocks with Longest Net Outflows - Zhongju Gaoxin has seen net outflows for 31 days, with a total outflow of 559 million yuan and a cumulative decline of 6.91% [1] - Hengshen New Materials has recorded net outflows for 21 days, totaling 197 million yuan, with a decline of 9.80% [3] - China Merchants Bank has the highest net outflow amount of 3.093 billion yuan over 12 days, with a net outflow ratio of 6.98% and a cumulative increase of 1.65% [1] Group 2: Other Notable Stocks - Guotai Junan has experienced net outflows for 10 days, amounting to 1.877 billion yuan, with a net outflow ratio of 7.89% and a cumulative increase of 2.70% [1] - Shengbang Co. has seen net outflows for 12 days, totaling 1.826 billion yuan, with a net outflow ratio of 9.52% and a cumulative decline of 10.65% [1] - Huajian Group has recorded net outflows for 6 days, with a total outflow of 1.713 billion yuan and a significant decline of 40.29% [1] Group 3: Stocks with Significant Outflow Ratios - Jianan Intelligent has the highest net outflow ratio at 14.74%, with a decline of 2.98% over the past 5 days [1] - Other notable stocks with high outflow ratios include Huayi Development at 11.91% and Pianzaihuang at 11.84% [1] - The overall trend indicates a significant outflow of funds from various sectors, reflecting investor sentiment and market conditions [1]

Core Insights - The oil and gas extraction sector increased by 0.6% compared to the previous trading day, with *ST Xinchao leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Sector Performance - The following stocks in the oil and gas extraction sector showed notable price movements: - *ST Xinchao (600777) closed at 4.22, up 2.18% with a trading volume of 275,600 shares and a transaction value of 116 million yuan [1] - Intercontinental Oil and Gas (600759) closed at 2.41, up 2.12% with a trading volume of 2,068,900 shares and a transaction value of 495 million yuan [1] - China National Offshore Oil Corporation (600938) closed at 27.15, down 0.04% with a trading volume of 263,200 shares and a transaction value of 71.5 million yuan [1] - Blue Flame Holdings (000968) closed at 7.29, down 0.14% with a trading volume of 144,500 shares and a transaction value of 105 million yuan [1] Capital Flow Analysis - The oil and gas extraction sector experienced a net outflow of 5.78 million yuan from institutional investors and 18.82 million yuan from speculative funds, while retail investors saw a net inflow of 24.61 million yuan [1] - Detailed capital flow for specific stocks includes: - Intercontinental Oil and Gas (600759) had a net inflow of 44.26 million yuan from institutional investors, but a net outflow of 11.52 million yuan from speculative funds and 32.75 million yuan from retail investors [2] - *ST Xinchao (600777) had a net inflow of 5.61 million yuan from institutional investors, with outflows from both speculative and retail investors [2] - China National Offshore Oil Corporation (600938) faced a significant net outflow of 56.14 million yuan from institutional investors, while retail investors contributed a net inflow of 59.41 million yuan [2]

这艘被誉为"海上超级冷冻车"的巨轮，是我国最大规模LNG(液化天然气)运输船建造项目——中国海油 中长期FOB资源配套LNG运输船项目的三号船，总长299米、甲板面积相当于3个标准足球场，搭载4 个-162℃的"超级冷库"，可装载17.4万立方米液化天然气，可以满足29万户家庭一年的用气需求。 中国海油盐城"绿能港"是国内最大的LNG能源枢纽站，当前累计接卸量突破800万吨。"我们推行'全天 候零等待'服务机制，主动前移服务窗口，压减涉检企业近七成申报事项，每艘船舶在港时间平均缩减3 个小时。"盐城边检站执勤四队队长杨星介绍。 本报讯(记者梅剑飞张文婧)10月28日11时，我国自主设计建造的17.4万立方米LNG运输船"绿能星"轮， 从盐城港滨海港区顺利首航前往新加坡。该轮在上海长兴岛命名交付并纳入中国海油（600938）"绿 能"船队，标志着我国自主LNG运输船队规模与技术水平再上新台阶。 针对LNG船舶安全等级高、通关时效要求严的特点，盐城出入境边防检查站以"服务发展、管理优先"为 理念，通过"一船一策"精准对接，结合"提前掌握船舶轨迹、提前核查船员信息、提前部署监护力 量"的"三个提前"动态管控，实现船 ...

Core Points - The "Green Energy Star" LNG carrier, designed and built in China, successfully embarked on its maiden voyage from Yancheng Port, marking a significant achievement in domestic shipbuilding [1][3] Group 1: Vessel Specifications and Capacity - The "Green Energy Star" is the third vessel in China National Offshore Oil Corporation's (CNOOC) long-term FOB resource matching project, measuring 299 meters in length and with a deck area equivalent to three standard football fields [3] - It is equipped with four -162°C "super cold storage" units, capable of carrying 174,000 cubic meters of LNG, sufficient to meet the annual gas needs of 290,000 households [3] Group 2: Infrastructure and Operational Capacity - CNOOC's Yancheng "Green Energy Port" has constructed four 220,000 cubic meter LNG storage tanks and six 270,000 cubic meter LNG storage tanks, totaling a storage capacity of 2.5 million cubic meters and an annual processing capacity exceeding 6 million tons, making it the largest LNG energy hub in the country [3] - As of now, the cumulative unloading volume at Yancheng "Green Energy Port" has surpassed 8 million tons, indicating robust operational performance [3] Group 3: Customs and Inspection Efficiency - The Yancheng Entry-Exit Border Inspection Station has implemented a service-oriented management approach, ensuring "zero waiting" for vessels at port and "zero delay" in operations through tailored strategies and dynamic control measures [5][6] - Coordination with customs and maritime departments has led to a "joint boarding" inspection process, significantly reducing the time vessels spend in port and lowering operational costs for companies [6]