中国海油因改革开放而生、伴改革开放而兴。 新华财经北京11月6日电（记者安娜）记者从中国海洋石油集团有限公司（下称中国海油）获悉，中国 海油6日在沪举办第八届进博会中国海油论坛暨全球采购签约仪式，签约额超过130亿美元，创公司单届 进博会签约额历史新高。自首届进博会以来，中国海油八届进博会累计签约金额突超890亿美元。 本次签约涵盖了原油、天然气、深水油气装备、先进技术服务等产品，签约采购结构持续优化升级，充 分展现公司与全球伙伴持续深化高水平对外合作、加快培育发展海洋能源新质生产力的积极作为。 中国海油董事长张传江在论坛上表示，中国海油将深化多边合作，携手构建安全高效的油气供应体系， 为国际能源安全供应注入更多确定性、稳定性；妥善处理好减污、降碳、扩绿、增长的关系，加快打造 清洁低碳的产业链供应链；以科技创新引领产业创新，打破制约创新要素流动的壁垒，努力产出更多成 就彼此、惠及各方的创新成果。 记者从中国海油了解到，40多年来，公司深入实施国际化发展战略，累计引进外资超2800亿元人民币， 助力海洋石油工业长期位居我国吸引外资前列。自首届进博会以来，中国海油与来自30多个国家和地区 的100多家全球供应商， ...

截至2025年11月6日 13:19，国证石油天然气指数(399439)强势上涨1.01%，成分股杰瑞股份(002353)上涨 4.70%，水发燃气(603318)上涨4.12%，佛燃能源(002911)上涨2.70%，新天然气(603393)，和顺石油 (603353)等个股跟涨。油气ETF(159697)上涨0.80%，最新价报1.14元。 消息面上，随着气温逐渐走低，冬季采暖季来临，天然气需求增加。10月28日价格监测中心召开专家座 谈会，邀请国家管网、中石油、中石化、上海石油天然气交易中心、重庆石油天然气交易中心、资讯机 构、燃气公司等13个相关机构及企业的专家共同研究本年度供暖季天然气供需和今后价格走势。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 数据显示，截至2025年10月31日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(0 ...

Core Insights - The world's largest LNG bunkering vessel, "Haiyang Shiyou 301," has successfully bunkered approximately 1,400 tons of bonded LNG for the international vessel "MSC THAIS" at the Nansha Port in Guangzhou, marking Guangzhou as the first city in South China to have both "anchorage + terminal" bonded LNG bunkering capabilities [1][5] - The demand for LNG-fueled vessels is expected to exceed 16 million tons globally by 2030, driven by the need to reduce ship emissions and the importance of safe and convenient fuel supply for long-haul international shipping [3][5] - China National Offshore Oil Corporation (CNOOC), as China's largest and the world's second-largest LNG importer, has supplied nearly 70,000 tons of bonded LNG for international vessels in the Guangdong-Hong Kong-Macao Greater Bay Area this year, marking a significant milestone in Guangzhou's LNG bunkering capabilities [5][7] Industry Developments - The Nansha Port in Guangzhou is projected to surpass a container throughput of 20 million TEUs in 2024, indicating a growing demand for LNG bunkering services for international vessels [7] - The upgrade of CNOOC's bunkering capabilities complements existing services at Lantau Island and Sanmen Island, enhancing Guangzhou Port's comprehensive service system to meet the increasing demand for LNG-powered vessels in South China [7] - CNOOC aims to support the green and low-carbon transformation of the shipping industry while leveraging its full industry chain advantages to contribute to the enhancement of China's port service capabilities and the construction of a maritime power [7]

Group 1 - The net inflow of southbound funds into Hong Kong stocks today reached 10.373 billion HKD, with notable purchases in Southern Hang Seng Technology (1.287 billion), Alibaba-W (890.64 million), Xiaomi Group-W (650 million), China Mobile (206 million), and Meituan-W (184 million) [1] - Continuous buying trends were observed, with southbound funds net buying Xiaomi for six consecutive days, totaling 3.56561 billion HKD, and China Mobile for three consecutive days, totaling 1.42 billion HKD [1] - Conversely, there were significant net sell-offs in companies such as Hua Hong Semiconductor (640 million), SMIC (499 million), Bilibili-W (160 million), and Ganfeng Lithium (101 million) [1] Group 2 - In the Shanghai Stock Connect, Alibaba-W experienced a slight decline of 0.3% with a net inflow of 253 million, while SMIC saw a decrease of 0.2% with a net outflow of 281 million [1] - Tencent Holdings had a net outflow of 283 million, and Xiaomi Group-W had a net inflow of 285 million despite a 0.2% decline [1] - China Mobile recorded a minor decline of 0.1% with a net inflow of 206 million, indicating a stable interest from investors [1]

Core Insights - China has achieved significant milestones in energy security, including the discovery of the first billion-ton shale oil field and a major deep-water gas field, reflecting its commitment to self-sufficiency in energy production [1][3] Industry Developments - Since the first round of the US-China trade conflict, China has invested heavily in domestic oil and gas production, resulting in a 13% increase in crude oil output and over 50% growth in natural gas production [1][8] - In 2024, China's total oil and gas production is expected to exceed 400 million tons of oil equivalent, with crude oil production reaching 213 million tons, close to historical peaks [8] - Chinese energy companies have invested $468 billion in drilling and exploration since 2019, making China National Petroleum Corporation the largest spender globally during this period [3][8] Market Dynamics - Global energy companies, including Shell and Saudi Aramco, continue to view China as a critical market, with expectations of a 60% increase in global LNG demand by 2040, primarily driven by China [5] - Despite a slowdown in energy demand growth due to the rise of electric vehicles, domestic oil and gas production in China is on the rise, leading to a competitive energy market [5][8] Strategic Positioning - China's focus on energy independence has intensified due to geopolitical tensions and trade policies, with officials emphasizing the importance of domestic production for energy security [3][9] - The evolution of major Chinese oil and gas companies has positioned them as significant players in the global market, with China ranking seventh in global crude oil production and fourth in natural gas production [7][8]

截至2025年11月5日 14:01，国证石油天然气指数(399439)上涨0.42%，成分股洲际油气(600759)上涨 10.16%，蓝焰控股(000968)上涨4.22%，水发燃气(603318)上涨3.98%，和顺石油(603353)上涨3.51%，兰 石重装(603169)上涨3.42%。油气ETF(159697)上涨0.62%，最新价报1.13元。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 国金证券认为，市场从自上而下角度对油价远期预期偏强。如果国内回补战略储备的速度超出预期，或 区域风险超出预期可能扭转对于2026年过剩预期的判断。中下游层面，行业景气度底部趋稳静待改善。 化工产能仍有投放，但远期反内卷预期将推动行业盈利改善，继续看好中下游龙头长期的配置价值。油 气工程服务层面，未来海上项目作为成本最低的每年新增边际产能，南美及中东的油气景气持续向好， 海上油气工程服务景气度将持续修复。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产 ...

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%。 来源：新浪证券-红岸工作室 11月4日，中国海油跌0.99%，成交额9.29亿元。两融数据显示，当日中国海油获融资买入额8115.54万 元，融资偿还8772.75万元，融 ...

年产气量超45亿立方米"深海一号"系我国产量最大的海上气田 大国，深海，重器 正在作业的"四星连珠"油气生产平台。(中国海油供图） "深海一号"二期项目生产设施示意图。（中国海油供图）AI图/张昕 海南日报全媒体记者 王迎春 在海南岛东南海域的碧波之间，一座地理距离跨越170千米的超大规模深水油气生产处理设施集群正日夜 不停地运转。"深海一号"——这个中国目前天然气产量最大的海上气田，通过浮式平台、导管架平台群、陆 岸终端、水下生产系统和海底管网组成的庞大网络，将千米水深下的清洁能源，输送至海南自贸港和粤港澳 大湾区的千家万户。 时间回到今年6月25日，随着二期项目最后一口生产井成功开井并稳产，"深海一号"大气田所有23口水下 气井全部"上岗"，项目实现全面投产，日产气量可达1500万立方米，不仅是国内海上气田产能之最，更标志 着我国在深海油气规模化开发道路上迈出了关键一步。 "全面投产后，'深海一号'年产气量超45亿立方米。"中国海油海南分公司陵水崖城作业公司总经理李劲 松介绍，这些来自1500米深海的清洁能源，可以通过香港、三亚、珠海等地的陆岸终端进入全国天然气管 网，惠及工业及民生领域。 不仅是产量上的 ...

机构：华创证券 研究员：杨晖/吴宇 经营数据方面，25Q3，公司实现油气销售收入837.37 亿元，同比-3.0%，其中石油液体销售收入699.53 亿元，同比-5.6%，天然气销售收入137.84 亿元，同比+13.0%。从实现价格上看，25Q3 公司石油液体 实现价格同比-12.8%至66.62美元/桶，天然气实现价格同比+0.6%至7.80 美元/千立方英尺；从产量上 看，公司保持增长的趋势，Q3 实现油气产量193.7 百万桶油当量，同比+7.9%，其中石油液体产量149.0 百万桶油当量，同比+7.1%，天然气产量261.3 十亿立方英尺，同比+11.0%，我们认为天然气产量同比 大幅增长主要来自于深海一号二期项目全面投产。 勘探成果显著，海内外项目接续投产。25Q3，中国海油成功评价4 个含油气构造，其中垦利10-6 持续 扩大储量规模有望成为中型油田，陵水17-2 一体化滚动增储成效显著。Q3，公司有四个项目投产，其 中垦利10-2 油田群开发项目（一期）、东方1-1 气田13-3 区开发项目、圭亚那Yellowtail 项目、文昌16-2 油田开发项目分别于2025 年7 月、7 月、8 月、 ...

Group 1: Market Activity - Net buying activity was observed in China National Offshore Oil Corporation (CNOOC) at 1.046 billion HKD, Xiaomi Group at 1.002 billion HKD, China Mobile at 752 million HKD, Hua Hong Semiconductor at 329 million HKD, and Pop Mart at 127 million HKD [1] - Net selling was recorded for Alibaba at 867 million HKD, Sunny Optical Technology at 324 million HKD, SMIC at 233 million HKD, and Tencent Holdings at 172 million HKD [1] - Southbound funds have continuously net bought Xiaomi for 5 days, totaling 2.91469 billion HKD, and CNOOC for 4 days, totaling 2.64904 billion HKD [1] Group 2: Stock Performance - Alibaba's stock decreased by 2.6% with a net outflow of 586 million HKD, while its trading volume was 4.466 billion HKD [3] - Xiaomi Group's stock fell by 2.9% with a net inflow of 908 million HKD, and its trading volume was 2.220 billion HKD [3] - China Mobile's stock increased by 0.6% with a net inflow of 633 million HKD, and its trading volume was 1.034 billion HKD [3] Group 3: Company Insights - Xiaomi Group is expected to see significant profit release from its automotive segment in 2026, with a projected Q3 revenue of 110.1 billion HKD, a year-on-year increase of 19%, and a net profit exceeding 10.1 billion HKD, a year-on-year increase of 62% [4] - China Mobile announced a plan to transfer 4,198,130 A-shares (0.19% of total shares) to China National Petroleum Corporation, pending approval from the State-owned Assets Supervision and Administration Commission [4] - Hua Hong Semiconductor is positioned to benefit from strong AI demand, with a projected 24% increase in capital expenditure from major CSP cloud service providers, driving demand for computing chips [5]