A股市场，再次书写历史："三桶油"连续2个交易日集体涨停。而且，油气开采、油服、天然气、油运等方向全线爆发，通源石油、首华燃气、中曼石油、中海油服 等油气股连续涨停。 面对市场亢奋的情绪，3月3日晚间，A股油气板块多家公司集中公告，提示短期交易过热与油价波动风险，提醒投资者务必充分了解二级市场交易风险，审慎投 资。 "三桶油"齐发声 3月3日晚间，"三桶油"（中国石油、中国石化、中国海油）同步发布股价异动公告，三家公司均表示，A 股股票连续三个交易日收盘价格涨幅偏离值累计超过 20%，构成股票交易异常波动。经自查，公司生产经营正常，行业政策未发生重大变化，不存在应披露而未披露的重大事项。 三家公司同时提示，国际原油市场受地缘局势、供需格局等多重因素影响，价格宽幅震荡，短期油价波动存在较大不确定性，提醒广大投资者注意交易风险，理性 决策，审慎投资。 截至3月3日收盘，中国石油报收13.15元/股，总市值2.32万亿元，今年累计涨幅达26.32%。中国石化报收7.82元/股，总市值8739亿元，今年累计涨幅达26.54%。中 国海油报收43.41元/股，总市值1.22万亿元，今年累计涨幅达43.84%。 多家热门 ...

Company News - China National Offshore Oil Corporation (CNOOC) announced stock price fluctuations due to significant uncertainties in the international oil market influenced by geopolitical factors [10] - China Petroleum (Sinopec) also reported stock price fluctuations, citing similar uncertainties in oil price trends due to geopolitical issues and supply-demand dynamics [10] - Yanzhou Coal Mining Company indicated potential changes in the international supply of methanol and other chemicals, which may impact future performance due to raw material price volatility [11] - Guanghui Energy announced that the escalating geopolitical situation in the Middle East has significantly altered market expectations for its main products, including coal, oil, and related chemicals [11] - Zhongman Petroleum stated that the international oil market is experiencing substantial price increases due to geopolitical conflicts, leading to significant uncertainties in future oil price fluctuations [11] Industry News - The energy market is facing significant changes, with the Shanghai International Energy Exchange adjusting the trading limits and margin ratios for crude oil futures contracts, with some contracts seeing a price fluctuation limit of 12% [8] - The number of cargo ships forced to anchor in the Persian Gulf due to damage has exceeded 150, leading major shipping companies like Hapag-Lloyd and CMA CGM to suspend operations in the region [8] - The hydrogen energy industry is entering a phase of collaborative development across the entire industrial chain, driven by global climate change initiatives and China's dual carbon goals [19] - The electronic gas market is expected to experience nonlinear expansion due to clear expectations for global wafer production increases, driven by advancements in semiconductor manufacturing processes [20]

2026.03. 03 本文字数：2084，阅读时长大约4分钟 作者 | 第一财经 安卓 在中东地区地缘局势升级的背景下，市场对石油天然气、煤炭、化工品的供应预期以及海运价格预期 发生了较大变化，相关上市公司受到资金密集追捧。 3月3日，A股集体走弱的情况之下，石油天然气指数大涨9.83%、燃气指数涨9.29%、海运指数涨 8.82%、能源设备指数涨幅5.91%。 3月3日晚间，包括中国石油（601857.SH）、中国石化（600028.SH）、中国海油 （600938.SH）、中曼石油（603619.SH）、中海油服（601808.SH）等在内的十多只油气股、 能源股，以及包括中远海能（600026.SH）、招商轮船（601872.SH）、招商南油 （601975.SH）等在内的多只航运股集体发布异动公告，提示风险。 同时，多家上市公司在公告或互动平台回应了中东局势对业务的影响。 上市公司集中公告降温 中东地缘风险影响油价的关键在于霍尔木兹海峡。据EIA估计，2024年霍尔木兹海峡石油日均贸易 量约2000万桶，占全球海运石油贸易超四分之一。 从原油运输的方向上看，2024年经过霍尔木兹海峡运输的原油和凝析 ...

Core Viewpoint - The article discusses the surge in oil and gas stocks driven by escalating geopolitical tensions in the Middle East, highlighting the significant market reactions and the potential risks associated with this volatility [3][9]. Market Performance - On March 3, the oil and gas sector led the market with a 6.75% increase, with 27 stocks, including China National Petroleum (601857.SH) and Sinopec (600028.SH), hitting their daily limit [4][5]. - The oil and gas ETFs saw unprecedented trading volumes, with the National Oil and Gas Industry ETF reaching a record turnover of 8.443 billion yuan, a 32-fold increase from the previous week [5][6]. Fund Flows and Trading Activity - Over 51.23 billion yuan flowed into oil and gas ETFs on March 2 alone, with the Guotai Oil ETF attracting over 3.1 billion yuan [6][7]. - The trading activity was characterized by high turnover rates, with the highest being 167.95% for the S&P Oil and Gas ETF [6]. Risk Signals - Despite the bullish market, there are signs of risk, as many ETFs are trading at significant premiums to their net asset values, with the S&P Oil and Gas ETF showing a premium of 20.76% [6][7]. - Fund companies have issued multiple risk warnings, with at least 20 announcements regarding premium risks in just two trading days [7]. Future Outlook - Analysts suggest that the sustainability of the current oil price surge depends on the situation in the Strait of Hormuz and the duration of the ongoing conflicts [9][10]. - The geopolitical risk premium is expected to remain high, but the long-term outlook will depend on supply-demand fundamentals and production capacities [11][12].

Core Viewpoint - The article discusses the recent surge in oil and gas stocks in the A-share market, driven by geopolitical tensions in the Middle East and fluctuations in international oil prices, prompting multiple companies to issue announcements regarding their operational status and potential risks [2][4][10]. Group 1: Market Performance - On March 3, A-share oil and gas concept stocks experienced significant gains, with several companies, including Guanghui Energy, China Petroleum, and Sinopec, hitting the daily limit up [2]. - The "Big Three" oil companies (Sinopec, China Petroleum, and China National Offshore Oil Corporation) reported normal operational conditions and highlighted the volatility in international oil prices due to geopolitical factors [4]. Group 2: Company Announcements - Companies like RenZhi Co. and ZhongMan Petroleum noted that geopolitical conflicts in the Middle East have significantly impacted international oil prices, leading to short-term price increases and advising investors to be cautious [5]. - Guanghui Energy confirmed that its operations are normal, but the geopolitical situation has altered market expectations for its products [6]. - Haimer Technology reported that its revenue from the Middle East accounted for a significant portion of its total income, indicating potential risks due to the geopolitical climate [9]. Group 3: Risk Warnings - Several companies, including *ST Xinchao and Zhaoshang Shipping, warned investors about the potential for irrational market behavior and significant price fluctuations following recent stock price surges [6][10]. - East China Energy and other firms highlighted the uncertainty in the LPG market due to geopolitical tensions, urging investors to remain vigilant [9][10].

Group 1 - The market experienced a significant decline, with the wind all A index dropping nearly 3%, and the median drop for 5500 stocks being 3.4% [1][2] - The article emphasizes three dimensions affecting the market: valuation, earnings, and liquidity [2][3] Group 2 - The macro environment is influenced by the chaotic situation in the Middle East, with concerns about the potential escalation of conflict affecting market sentiment [5][9] - The U.S. stance, particularly from former President Trump, has created uncertainty, leading to market volatility [6][7] Group 3 - Valuation concerns arise as oil and natural gas prices surge, with Brent crude surpassing $80 and European natural gas prices nearly doubling from around €30 to close to €60 [10][14] - The rise in energy prices is expected to drive global inflation expectations higher, impacting market valuations [18][20] Group 4 - The surge in energy prices is likely to increase production costs, particularly in Europe, which may further widen the gap in competitiveness against regions with more energy independence [24][30] - Goldman Sachs predicts that a sustained high oil price could negatively impact global GDP by approximately 0.14% for every $10 increase [24] Group 5 - Liquidity shocks have begun to manifest, particularly in the Korean stock market and silver, with significant volatility observed [31][32] - The Korean stock market, previously strong, saw a sharp decline of over 7% on its first trading day after a break, indicating high market congestion [35][36] Group 6 - In the A-share market, the liquidity shock has disproportionately affected high-value stocks, particularly in the STAR Market and small-cap stocks, which experienced significant declines [43][44] - The article notes that the valuation correction is timely, as the price-to-earnings ratio for the small-cap index had reached 173 times, necessitating a downward adjustment [49] Group 7 - Despite the overall market decline, certain sectors, such as the three major oil companies in A-shares, continued to see price increases, indicating a shift in capital towards energy stocks [52][56] - The trading volume for major oil companies reached significant levels, reflecting strong investor interest despite broader market trends [56]

Core Viewpoint - The A-share oil and gas sector has experienced significant gains recently, influenced by the geopolitical situation in the Middle East, with the "Big Three" oil companies achieving their first-ever consecutive trading limit increases [1] Group 1: Company Performance - China Petroleum, China Petrochemical, and China National Offshore Oil Corporation have all reported abnormal stock trading fluctuations, with their A-share prices deviating by over 20% cumulatively over three consecutive trading days [5][6] - China Petrochemical's stock closed at 114 billion with a market capitalization of 873.9 billion and a price-to-earnings ratio of 26.2 [3] - The recent price movements are attributed to the volatility in the international oil market, driven by geopolitical factors and supply-demand dynamics, leading to significant uncertainty in short-term oil prices [5][6] Group 2: Market Conditions - The international oil market is currently experiencing wide fluctuations due to multiple factors, including geopolitical tensions and changes in supply-demand patterns [5][6] - Companies have confirmed that their production and operational conditions remain normal, with no significant changes in industry policies [5][6]

Core Viewpoint - The A-share oil and gas sector has experienced a rare surge due to the geopolitical situation in the Middle East, with the "Big Three" oil companies in China achieving consecutive trading limits for the first time in history over two trading days [1]. Group 1: Company Announcements - China National Petroleum Corporation (CNPC) announced that its A-share stock price had deviated by over 20% cumulatively over three consecutive trading days, indicating abnormal trading activity. The company confirmed that its production and operational status remains normal, with no significant changes in industry policy [1][5]. - China Petroleum & Chemical Corporation (Sinopec) also reported a similar deviation in its stock price, confirming that its production and operational status is normal and that there are no undisclosed significant matters [5][6]. - China National Offshore Oil Corporation (CNOOC) stated that its stock price had deviated by over 20% cumulatively over three consecutive trading days, citing the impact of geopolitical factors on the international oil market, which is experiencing significant price volatility [9]. Group 2: Stock Performance - As of the latest trading day, CNPC's stock closed at 13.15 CNY per share, with a total market capitalization of 240.67 billion CNY, reflecting a year-to-date increase of 26.32% [2]. - Sinopec's stock closed at 7.82 CNY per share, with a total market capitalization of 94.56 billion CNY, showing a year-to-date increase of 26.54% [6]. - CNOOC's stock closed at 43.41 CNY per share, with a total market capitalization of 206.33 billion CNY, marking a year-to-date increase of 43.84% [10].

A股复盘 | 躲不过十五 / 2026.03.03 今天虽然亏钱了，但是段子管饱，自己一个人在工位上傻乐了一天！ 新浪财经7×24小时快讯 03月03日 13:40:15 伊朗称其击落了A股4千多家上 市公司 sina 新浪财经客户端 Sina Finance Mobile Version 董少鹏: 在重要节日、重要会议期间"砸 盘"是内外勾结破坏中国治理、干扰中国 社会信心的行为 必须打击 03/03 13:26 星期二 69 约2分钟 大 -9.98% 600589 11.00 電 家联科技 -6.93% 301193 25.67 创 元利科技 -8.54% 603217 24.74 消费电子 -4.53% 881124 12069.156 节能铁汉 -4.81% 300197 创 1.78 快意电梯 -4.58% 002 774 10.63 乐通股份 -7.00% UUZ319 13.95 资深财经评论员董少鹏发文指出,中国股市需要"维 稳",这是中国所处的国际环境所决定的。美国股市是国 际资本巨头博弈的场所，这些巨头已经形成了自己的"约 法三章",看似自由. 实则有强大默契。而中国股市不是 国际资本巨 ...

证券代码：600938 证券简称：中国海油 公告编号：2026-002 中国海洋石油有限公司 股票交易异常波动公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 中国海洋石油有限公司（以下简称"公司"）股票于 2026 年 2 月 27 日、3 月 2 日、3 月 3 日连续 3 个交易日内收盘价格涨幅偏离值 累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 经公司自查，并向公司控股股东和实际控制人书面函证核实， 截至本公告披露日，公司、控股股东、实际控制人不存在应披露而未 披露的重大信息。 1 （二）重大事项情况 经公司自查，并向公司控股股东及实际控制人书面函证核实，截 至本公告披露日，除前期在上海证券交易所网站上公告的相关事项 外，公司、控股股东及实际控制人不存在其他应披露而未披露的重大 信息，包括但不限于重大资产重组、发行股份、上市公司收购、债务 重组、业务重组、资产剥离和资产注入等重大事项。 一、股票交易异常波动的具体情况 公司股票交易于2026年2月 ...