Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with major companies like Zijin Mining and Luoyang Molybdenum seeing substantial gains [1][4] - The oil and gas extraction sector also strengthened, with "three major oil companies" collectively rising, including China National Offshore Oil Corporation increasing over 7% [8] - The overall market sentiment towards resource stocks extended to other cyclical sectors such as chemicals, steel, and coal, all of which saw upward movement [1][11] Group 2: Specific Sector Performance - Precious metals led the gains in the non-ferrous metal sector, with stocks like Zhaojin Mining, Sichuan Gold, and Hunan Gold hitting the daily limit [5][7] - The chemical sector benefited from price increase themes, with specific products like epoxy propylene and glyphosate seeing price hikes [11][12] - The semiconductor sector was also active, with companies like Zhongwei Semiconductor rising over 14% after announcing price increases of 15%-50% for certain products due to supply chain pressures [14] Group 3: Economic Indicators - The US dollar index fell significantly, reaching a near four-year low, influenced by market speculation regarding potential currency interventions by the US and Japan [10] - Analysts predict that oil prices may see a bottoming out and potential recovery in mid-2026, driven by demand recovery and global inventory accumulation [10]

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]

Market Overview - The A-share market showed mixed performance on January 28, with the Shanghai Composite Index up by 0.49%, the Shenzhen Component Index up by 0.09%, and the ChiNext Index down by 0.37% [1][13] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion CNY, an increase of 40.2 billion CNY compared to the previous day [1][13] Gold and Precious Metals - International gold prices surpassed 5200 USD, leading to a surge in the gold and non-ferrous metal sectors, with several stocks hitting the daily limit [1][13] - Zijin Mining saw a rise of over 3%, with a trading volume of 15.5 billion CNY, ranking first in the A-share market [1][13] Oil and Gas Sector - The oil and gas sector experienced significant activity, with the overall sector rising by over 4.37% [2][14] - China National Offshore Oil Corporation (CNOOC) saw its stock price increase by 7.52%, reaching a new historical high, with a total market capitalization exceeding 1.7 trillion CNY [2][14] - International oil prices rose, with light crude oil futures for March delivery closing at 62.39 USD per barrel, up by 2.9%, and Brent crude at 67.57 USD, up by 3.02% [4][16] Natural Gas Market - A winter storm in the U.S. has led to a spike in natural gas prices, with Henry Hub natural gas futures reaching 7.43 USD per million British thermal units, a 140% increase since January 16 [4][17] - The storm is expected to increase consumer spending on natural gas and electricity, with the largest U.S. power grid operator predicting record winter electricity demand [5][17] - U.S. natural gas production fell by 9% on January 25, primarily in Texas and the central regions, with a projected 30% decrease in liquefied natural gas exports due to domestic prices exceeding international prices [5][17] Semiconductor Sector - The semiconductor sector is experiencing a price increase, with companies like Zhongwei Semiconductor announcing price hikes of 15% to 50% for various products due to supply-demand pressures [7][19] - Other companies, such as Guokai Microelectronics, have also issued price increase notices, with some products seeing price hikes of up to 80% [11][23] - The demand for AI computing power is driving this price surge, with expectations of a 28% increase in global AI server shipments by 2026 [11][23]

Market Overview - On January 28, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.49% while the ChiNext Index fell by 0.37% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - Over 3,500 stocks in the market declined, with sectors such as photovoltaic, wind power, pharmaceuticals, and robotics experiencing significant losses [1] Gold and Precious Metals - The precious metals sector continued to rise, with notable performances from companies like China Gold (600916) achieving four consecutive trading limits, and Hunan Gold (002155) achieving three consecutive limits [1] - The spot price of gold reached $5,240 per ounce, with a daily increase of over 1%, while silver prices surpassed $115 per ounce [1] - Domestic gold jewelry prices have adjusted to over 1,600 yuan per gram due to the surge in international gold prices [1] Oil and Gas Sector - Oil and gas stocks became active again, with Sinopec Oilfield Services (600871) hitting the daily limit and China National Offshore Oil Corporation (600938) rising over 7% to reach a market value of 1,097.1 billion yuan [2] - The price of natural gas in the U.S. surged due to a large winter storm, with Henry Hub natural gas futures reaching $7.43 per million British thermal units, a 140% increase since January 16 [2] Semiconductor and Technology - The storage chip sector showed strength, with companies like Purun Co. rising over 15% to set new historical highs [4] - Samsung Electronics and SK Hynix have significantly raised prices for LPDDR memory used in iPhones, with increases exceeding 80% for Samsung and nearly 100% for SK Hynix [4] - The computing rental concept also gained traction, with Meili Cloud (000815) hitting the daily limit and other tech companies following suit [4] Aluminum and Real Estate - The electrolytic aluminum sector saw a continuous rise, with China Aluminum (601600) hitting the daily limit and reaching its highest level since December 2009 [5] - The real estate sector experienced a surge, with Yingxin Development (000620) hitting the daily limit, and signs of recovery in first-tier cities' markets [5] Hong Kong Market - On January 28, the snack company "Mingming Hen Mang" made its debut on the Hong Kong Stock Exchange, receiving nearly 1,900 times subscription during the public offering phase [5] - The stock surged by 88.08% at the opening, with a market value exceeding 90 billion Hong Kong dollars at one point [5]

近日，驻中国海油纪检监察组组长钟庆明与8位党组成员一对一、面对面开展约谈。这已经是该组连续 第5年全覆盖约谈党组成员，也是全面派驻改革后的首次约谈。5年来，约谈工作在坚持中不断深入深 化，成为贯通落实"两个责任"的有力抓手和加强党组班子建设的重要载体。 驻中国海油纪检监察组始终把学习贯彻习近平总书记重要指示批示精神和党中央重大决策部署作为约谈 的首要方面，推动党组成员结合分管领域，深入思考贯彻落实的具体思路和方法举措。 2023年，党中央把包括中国海油在内的中管企业列为首轮巡视对象。驻中国海油纪检监察组把约谈工作 和中央巡视整改监督相结合，围绕反馈问题"怎么看""怎么改""怎么治"等深入交换意见，督促以思想认 识到位，带动整改落实到位。 2024年，多起腐败案件被集中查处，揭开了政治生态存在的深层次问题。围绕监督推动以案促改促治， 驻中国海油纪检监察组把学习领会习近平总书记关于反腐败斗争形势"两个仍然"的重大判断作为约谈的 重要内容，与党组成员深入研讨分析。 约谈中，多名党组成员表示在监督提醒中感受到了关心关爱。"每年接受派驻纪检监察组约谈已经成为 习惯，希望能够常态化开展谈话交流。"有党组成员表示。 为增强 ...

1月28日，A股三大指数分化， 沪指震荡拉升，创业板指高开低走，一度跌超1%。 截至收 盘，沪指涨0.49%，深 成指涨0.09，创业板指跌0.37 。 沪深两市半日成交额1.91万亿，较上 个交易日放量393亿。市场跌多涨少，全市场超3500只个股下跌。 光伏、风电、医药医疗、机 器人等方向跌幅居前。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4160.01 | 14342.74 | 1874.68 | | +20.10 +0.49% +12.83 +0.09% -14.79 -0.78% | | | | 万得全A | 创业板指 | 北证50 | | 6869.19 | 3330.39 | 1565.69 | | +13.35 +0.19% -12.21 -0.37% +0.75 +0.05% | | | | 沪深300 | 中证500 | 中证A500 | | 4727.85 | 8585.95 | 5956.91 | | +22.16 +0.47% +37.01 +0.43% +26.49 +0.45% | | ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising while the ChiNext Index experienced a decline of over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - More than 3,500 stocks in the market declined, indicating a bearish sentiment overall [1] Sector Performance - Resource stocks saw a collective surge, with precious metals and oil & gas sectors leading the gains [3] - Notable performances included China Gold with four consecutive trading limit ups, Hunan Gold with three, and Sichuan Gold achieving six limit ups in ten days [3] - China National Offshore Oil Corporation (CNOOC) rose over 7%, reaching a historical high, while PetroChina and other related stocks also saw significant gains [3] - The dispersed dye concept stocks performed well, with Zhejiang Longsheng, Runtou Co., and Yabong Co. hitting their trading limits [3] - Storage chip concept stocks were active, with Puran Co. rising over 15% to set a new historical high, and Qipai Technology hitting the 20% limit up [3] Declining Sectors - The virus prevention concept stocks collectively fell, with Zhijiang Bio dropping over 9% [4] - At the close, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.09%, while the ChiNext Index fell by 0.37% [4]

盘面上，资源主线强势，有色、贵金属概念再掀涨停潮，中国黄金4连板，豫园股份等超10股涨停，油 气股再度走高，千亿中国海油涨超6%续创历史新高，此外，煤炭、化工、钢铁等板块均有所表现；半 导体产业链再度走强，存储芯片领涨，盈新发展等多股涨停；算力产业链反复活跃，美利云涨停。下跌 方面，光伏、军工、医药等方向跌幅居前。 信达证券认为，春节前流动性环境大概率较好，市场可能继续偏强，1月在资金情绪分化的背景下可能 会有一些波动，但春季躁动难言见顶，下行风险可控，向上弹性可观，短期波动或是逢低布局时机。2 月或是更确定的窗口期，增量资金的潜在利多在于险资增配权益、理财产品股债转换、公募基金发行回 暖等。配置方面，有色金属等行业供需格局较好，价格持续上行，景气较高。 1月28日，A股早盘震荡分化，市场超3500股飘绿，半日成交额1.91万亿，较上个交易日放量393亿。截 至午间收盘，沪指涨0.49%，深成指涨0.09%，创业板指跌0.37%。 展望后市，信达证券认为，春节前流动性环境大概率较好，市场可能继续偏强，1月在资金情绪分化的 背景下可能会有一些波动，2月或是更确定的窗口期。 热门板块 1、贵金属概念延续强势 黄金 ...

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

截至午盘，沪指涨0.49%，深成指涨0.09%，创业板指跌0.37%，科创综指跌0.78%。 | 4162 | 000001[上证指数] 4160.01 0.49% | 0.53% | 现价 | 4160.01 | | --- | --- | --- | --- | --- | | | | | 涨幅 | 0.49% (20.10) | | 4151 | | 0.26% | 金额 | 8685.73亿 | | | | | 成交量 | 507.05亿 | | | | | 开盘 | 4150.22 | | 4140 | | 0.00% | 最高 | 4161.80 | | | | | 最低 | 4138.02 | | 4129 | | 0.26% | 市密率 | 17.3 | | | | | 市净率 | 1.5744 | | 4118 | | 0.53% | マキ | 4.82% | | 261.72亿 | | 261.72/7 | 52周高 | 4190.87 | | | | | 52周低 | 3040.69 | | 130.86亿 | | 130.86亿 总市值 | | 79.60万亿 | | | | | | ...