人民财讯11月4日电，南向资金今日净买入98.32亿港元。其中，中国海洋石油、小米集团、中国移动分 别获净买入10.46亿港元、10.02亿港元、7.53亿港元；阿里巴巴净卖出额居首，金额为8.68亿港元。 ...

| 中国海注 ... HK 00883 | 6.23 亿 | 2.87 亿 | 9.1016 +3.36亿 | | --- | --- | --- | --- | | 华虹半导体 | 5.25亿 | 3.58亿 | 8.83亿 | | HK 01347 | | | +1.66亿 | | 美团-W | 4.67 亿 | 2.63 亿 | 7.30亿 | | HK 03690 | | | +2.04亿 | | 舜宇光学 ... | 1.24 亿 | 4.49 亿 | 5.73 亿 | | HK 02382 | | | -3.25 Z- | | 中国移动 | 3.41亿 | 2.22亿 | 5.63亿 | | HK 00941 | | | +1.20 亿 | | 泡泡玛特 | 2.71亿 | 2.63亿 | 5.34亿 | | HK 09992 | | | +784.56万 | 港股通(深)活跃成交股 智通财经APP获悉，11月4日港股市场，北水成交净买入98.32亿港元，其中港股通(沪)成交净买入52.02亿港元，港股通 (深)成交净买入46.31亿港元。 北水净买入最多的个股是中海油(00883)、小米集团-W ...

证券之星消息，11月4日油气开采板块较上一交易日下跌1.32%，蓝焰控股领跌。当日上证指数报收于 3960.19，下跌0.41%。深证成指报收于13175.22，下跌1.71%。油气开采板块个股涨跌见下表： | 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 | | 1036.31万 | 1.12% | 269.29万 | 0.29% | -1305.60万 | -1.41% | | 000968 蓝焰控股 | | -1796.41万 | -14.86% | -264.87万 | -2.19% | 2061.28万 | 17.05% | | 600777 | *ST新潮 | -2659.62万 | -30.76% | 1372.54万 | 15.87% | 1287.08万 | 14.89% | | 600759 洲际油气 | | -2.15 Z- | -11.95% | 9884.81万 | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國海洋石油有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 FF301 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 第 3 頁 共 10 頁 v 1.1.1 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00883 | | 說明 | | 於香港聯交所上市的股份（「香港股份」） | | | | | 多櫃檯證券代號 | 80883 | RMB 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | ...

Core Insights - The hydrogen prices in China have been continuously decreasing in both production and consumption sides due to subsidy policies and storage and transportation upgrades [1][2] Group 1: Production Side - The expansion of production capacity and cost reduction have led to a decline in hydrogen prices on the production side, with the lowest price currently at approximately 22 yuan per kilogram in the Zhengzhou urban agglomeration [1] - Hydrogen supply companies are compressing effective costs and promoting supply chain scalability, which further drives down the production side hydrogen price index [1] Group 2: Consumption Side - Policy subsidies are the main driving force behind the decrease in hydrogen prices on the consumption side, with the government allocating approximately 2.8 billion yuan in fiscal funds for fuel cell vehicle application demonstrations and hydrogen station construction since the beginning of 2023 [1] - The efficiency of hydrogen storage and transportation is improving, leading to a narrowing of the price gap between production and consumption [2] Group 3: Renewable Hydrogen Development - The cost difference between renewable hydrogen and traditional hydrogen production is gradually decreasing as large-scale renewable energy hydrogen production bases are being established [2] - By the end of 2024, over 90 large-scale renewable hydrogen projects are expected to be built in China, with a cumulative renewable energy hydrogen production capacity exceeding 120,000 tons per year, reflecting an increase of approximately 50,000 tons per year compared to the end of 2023 [2]

中国石油、中国海油、中船集团等约330家中资企业和机构参加了本届展会。作为本届展会的核心战略 伙伴之一，中国石油重点展示了在深地能源开发、人工智能赋能及绿色低碳转型等领域的最新成果。 本届展会设置17个展厅，包括人工智能与数字化转型、脱碳、海运与物流以及新设的化工与低碳解决方 案四大特色展区。 阿联酋副总统兼副总理曼苏尔·阿勒纳哈扬在开幕致辞中表示，阿布扎比主办国际石油展彰显了阿联酋 在引领全球能源对话、推动能源安全与可持续发展合作方面的重要地位。阿联酋通过在先进技术、清洁 能源与创新领域的持续投资，探索实现经济增长与环境保护的平衡发展模式，并将继续通过国际合作推 动能源转型。 新华社阿布扎比11月4日电（记者温新年 赵丹亮）为期4天的第41届阿布扎比国际石油展览会3日在阿联 酋阿布扎比国家会展中心开幕，吸引来自全球超过2250家企业参会，共同探讨能源未来与可持续发展路 径。 ...

根据中国海油报告，产量、成本双优筑牢其业绩韧性。前三季度，得益于国内深海一号二期和渤中19-2 等油气田以及海外巴西Mero3等项目的产量贡献，中国海油油气净产量达578.3百万桶油当量，同比增长 6.7%，其中天然气业务表现尤为亮眼，同比涨幅达11.6%，延续上半年高增态势。 在国际油价承压的背景下，中国海油前三季度仍实现油气销售收入2554.82亿元。 从核心成本指标看，中国海油竞争优势持续巩固。报告期内，该公司桶油成本管控良好，同比下降 2.8%，至27.35美元/桶，保持行业领先水平。 另外，在保障油气主业的同时，中国海油正加快发展海上风电等新能源业务，并推动CCUS技术研发与 示范，致力于构建"油气+新能源"多元化能源供应体系。 近日，中国石油、中国石化、中国海油陆续公布2025年三季报。受国际油价承压下行影响，"三桶油"效 益都有所下滑，前三季度合计净利润达2582.49亿元。其中，第三季度共实现归母净利润832.26亿元，相 当于日赚超9亿元。 从三季报来看，"三桶油"在夯实油气主业的基础上，正积极加速布局，构建新能源增长曲线。 具体来看，中国石油营收、净利润领跑，扛起盈利半边天的重任。前三季度 ...

截至2025年11月4日 10:32，国证石油天然气指数(399439)上涨0.04%，成分股佛燃能源(002911)上涨 5.03%，兰石重装(603169)上涨4.59%，杰瑞股份(002353)上涨4.25%，兴通股份(603209)上涨3.13%，新 天绿能(600956)上涨1.39%。油气ETF(159697)上涨0.09%，最新价报1.14元。 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(002353)、广汇能源(600256)、招商轮船 (601872)、中远海能(600026)、新奥股份(600803)、大众公用(600635)、招商南油(601975)，前十大权重 股合计占比65.09%。 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。 消息面上，在OPEC+决定明年一季度暂停增产后，摩根士丹利上调对原油价格的短期预测。这家华尔 街银行周一 ...

Market Overview - The A-share market experienced a rebound on November 3, with all three major indices turning positive in the afternoon. The Shanghai Composite Index rose by 0.55%, the Shenzhen Component increased by 0.19%, and the ChiNext Index gained 0.29%. The total trading volume in the Shanghai and Shenzhen markets was 21,329 billion yuan, a decrease of 2,169 billion yuan compared to the previous trading day. Over 3,500 stocks in the market saw gains [1]. Resource Stocks Performance - Resource stocks, including oil and coal, saw significant gains, with the "three major oil companies" (China National Petroleum, Sinopec, and CNOOC) all rising. China National Petroleum and China Petroleum both increased by over 4%, while Sinopec rose nearly 2%. China National Petroleum's A-shares and H-shares both reached new highs for the year, with a total market capitalization exceeding 1.7 trillion yuan. This surge was influenced by OPEC's announcement to maintain production levels, leading to a slight increase in international oil prices [2]. AI Application Sector - The AI application sector continued to show strong performance, particularly in the gaming and media industries. Stocks such as Shenzhou Information, 37 Interactive Entertainment, and Huayi Brothers reached their daily limit. The AI technology is being integrated into existing film and television production processes, with a notable increase in the production of animated dramas, which saw over 3,000 new releases in the first half of the year, reflecting a compound growth rate of 83% and a revenue increase of 12 times. The market size for this sector is expected to exceed 20 billion yuan this year [4]. Hainan Free Trade Zone - The Hainan Free Trade Zone concept saw a strong performance, with stocks like Hainan Development and Ronniu Mountain hitting their daily limit. The upcoming full island closure of the Hainan Free Trade Port on December 18 is expected to enhance external cooperation and open up broader development opportunities for the industry [4]. Future Market Outlook - Analysts predict that the A-share market may continue its slow upward trend due to multiple favorable factors, including clear policy guidance and the onset of a Federal Reserve rate cut cycle. The current market environment is seen as beneficial for A-shares, with a potential shift in investment focus towards sectors that have underperformed in the past ten months, such as coal, oil and gas, and public utilities [5].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 4.48 | 0.14 | 29450.82 | | 600759 | 洲际油气 | 10.13 | 12.21 | 25510.79 | | 600938 | 中国海油 | 4.83 | 2.71 | 15607.42 | | 002554 | 惠博普 | 10.15 | 6.64 | 8012.11 | | 600028 | 中国石化 | 1.83 | 0.19 | 7299.49 | | 300164 | 通源石油 | 3.94 | 19.02 | 5568.13 | | 600968 | 海油发展 | 0.51 | 0.60 | 5389.08 | | 600583 | 海油工程 | 3.13 | 2.11 | 3824.03 | | 603619 | 中曼石油 | 3.44 | 5.29 | 2506.10 | | 600346 | 恒力石化 | 0.00 | 0.27 | 2495.80 | | 60050 ...