Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.86% to close at 25,854.6 points and a total trading volume of HKD 199.69 billion [1] - The Hang Seng Tech Index rose by 1.74%, while the Hang Seng China Enterprises Index increased by 1.12% [1] - Everbright Securities noted that the overall profitability of Hong Kong stocks is relatively strong, with sectors like internet, new consumption, and innovative pharmaceuticals being relatively scarce [1] Blue-Chip Stocks Performance - Baidu Group-SW (09888) led blue-chip stocks, rising by 8.9% to HKD 129.7, contributing 20.99 points to the Hang Seng Index [2] - Other notable blue-chip performances included SMIC (00981) up 4.24% and CNOOC (00883) up 3.97% [2] Sector Highlights Technology Sector - Major tech stocks saw gains, with Baidu rising nearly 9%, Alibaba up 0.84%, and Tencent up 0.59% [3] - The robotics sector surged, with companies like Sihai Zhikong (002050) increasing over 12% amid expectations of Tesla's Optimus project [3][4] Semiconductor Sector - Semiconductor stocks performed well, with InnoSilicon (02577) rising by 15.35% and SMIC (00981) up 4.24% [4] - Nvidia's announcement of partnerships for an 800V direct current architecture marks a significant advancement in AI data centers [4] Oil Sector - Oil stocks generally rose, with CNOOC (00883) increasing by 3.97% and PetroChina (00857) up 2.42% due to rising oil prices amid geopolitical tensions [6] - Everbright Securities anticipates that the "three oil giants" will maintain high capital expenditures and continue to expand in the natural gas market [6] Non-Ferrous Metals Sector - Non-ferrous metal stocks rebounded, with China Aluminum (02600) up 5.27% and Zijin Mining (02899) up 3.63% [6][7] Notable Stock Movements - The Hong Kong Stock Exchange saw significant movements with stocks like InnoSilicon (03696) rising by 24.66% and Wuyi Vision (06651) up 29.9% following their IPOs [8] - Meta's acquisition of an AI startup boosted AI-related stocks, with MaiFushi (02556) rising by 11.07% [9] Company Announcements - SMIC announced plans to acquire a 49% stake in SMIC North for approximately RMB 40.6 billion, focusing on 12-inch integrated circuit wafer foundry services [5] - Ganfeng Lithium (01772) faced pressure after being implicated in insider trading allegations, although the company stated that its operations remain normal [11]

Core Viewpoint - The construction of the LNG storage project at the Eastern Guangdong LNG receiving station has officially commenced, marking a significant technological breakthrough in China's large-scale LNG storage and transportation facilities [1][4]. Group 1: Project Overview - The project will build the world's largest land-based membrane LNG storage tanks, with a total gas storage capacity of 470 million cubic meters across three tanks [1][4]. - The total gas storage capacity of the Eastern Guangdong LNG receiving station will increase to 780 million cubic meters, with an annual processing capacity of 6 million tons [6]. Group 2: Technological Advancements - The new membrane tank technology is more space-efficient and economically advantageous, reducing overall carbon emissions by over 25% and allowing for flexible storage of various cryogenic media [3][10]. - The membrane tanks consist of a concrete outer tank and a stainless steel inner tank, designed to expand and contract with temperature changes while ensuring leak-proof storage [10][12]. Group 3: Industry Growth and Future Projections - Since the start of the 14th Five-Year Plan, China's LNG receiving station construction has rapidly developed, with the annual receiving capacity expected to exceed 200 million tons by 2030 [15][20]. - The number of operational LNG receiving station operators has increased from 9 to 16, with a significant rise in the share of private enterprises, which now account for nearly one-third of the supply capacity [17]. - The national LNG storage capacity has seen a substantial increase from 10.7 million cubic meters in 2020 to 28.68 million cubic meters by 2025, representing a growth of 168% [17].

Market Overview - The A-share market showed mixed performance on December 30, with the Shanghai Composite Index closing at 3965.12 points, marking a 10-day winning streak despite a slight decline of 0.16 points [2][3] - The total trading volume in the A-share market exceeded 2 trillion yuan, reaching 2.16 trillion yuan, a slight increase from the previous trading day [2] Sector Performance - The automotive industry chain sector experienced a strong rally in the afternoon, with multiple stocks hitting the daily limit up, including Shanzigaoke, Wanxiang Qianchao, and Jintuo Co., among others [4] - The oil and petrochemical sector also performed well, achieving a 10-day winning streak, with significant gains from major companies like China National Offshore Oil Corporation and Sinopec [3] Individual Stock Highlights - In the A-share market, over 1800 stocks rose, with more than 60 stocks hitting the daily limit up [6] - Notable individual stock performances included Hengbo Co. with an increase of 11.95%, and Wanxiang Qianchao with a rise of 10.03% [5] Hong Kong Market - The Hong Kong stock market showed an upward trend, with the Hang Seng Index rising by 0.86% to close at 25854.6 points, and the Hang Seng Technology Index increasing by 1.74% [8] - Among the stocks in the Hong Kong market, Baidu Group-SW led the gains with an increase of 8.9% [8] Notable Announcements - Yujian announced plans for an A-share listing on the Shenzhen Stock Exchange, which contributed to a significant stock price increase of 13.45% [9]

证券之星消息，12月30日油气开采板块较上一交易日上涨1.64%，中国海油领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。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 | | | 3.14亿 | 18.13% | -1.61 Z | -9.31% | -1.53 Z | -8.82% | | 600777 | *ST新潮 | -404.96万 | | -10.26% | 117.36万 | 2.97% | 287.60万 | 7.29% | | 000968 蓝焰控股 | | | -629.25万 | -13.00% | 329.24万 | 6.80% | 300.01万 | 6.20% | | 600759 洲际油气 | | | -1.57亿 | -5.49% | 182.72万 | 0. ...

■ 中国海洋石油有限公司 关于独立非执行董事辞任及董事会下属委员会组成变动的公告 本公司董事会及全体董事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。 中国海洋石油有限公司（"本公司"）董事会谨此宣布，陈泽铭先生（"陈先生"）因接受中国香港特别行 政区政府委任职务，辞任本公司独立非执行董事，自2025年12月29日起生效。因此，陈先生于同日起亦 将不再担任本公司审核委员会及薪酬委员会成员。 ■ 中国海洋石油有限公司 2025年第十三次董事会决议公告 本公司董事会及全体董事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。 一、董事会会议召开情况 中国海洋石油有限公司（以下简称"公司"）于2025年12月29日以书面决议方式召开2025年第十三次董事 会会议。本次董事会的会议通知及议案已于2025年12月25日发送给公司全体董事。本次会议应出席董事 8人，实际出席董事8人，其中，独立非执行董事陈泽铭先生因提出辞任未参与表决。会议于 2025 年 12 月 29 日形成有效决议。会议的召集、召开 ...

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。 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11月28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)、新奥股份(600803)、中远海能(600026)、大众公用(600635)、海油工程(600583)，前十大权重 股合计占比65.78%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861) 截至2025年12月30日 15:00，国证石油天然气指数(399439)上涨0.34%，成分股上海石化(600688)上涨 3.64%，华锦股份(000059)上涨3.48%，中国海油(600938)上涨3.18%，中国石化(600028)上涨2.67%，中 国石油(601857)上涨1.89%。油气ETF(159697)上涨0.17%， ...

天眼查App显示，近日，中海石油化工进出口有限公司发生工商变更，注册资本由约11.3亿人民币增至 约47.3亿人民币，增幅约318%，同时，多位高管发生变更。 来源：中国能源网 该公司成立于2001年6月，法定代表人为戴彤，经营范围包括危险化学品经营、国营贸易管理货物的进 出口、贸易经纪等，由中国海洋石油集团有限公司全资持股。 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced that the cumulative production of oil and gas equivalent from the offshore gas field cluster around Hainan Island will exceed 10 million tons by 2025, marking a historic high and doubling the output compared to the end of the 13th Five-Year Plan [1] Group 1: Production Management - The production management team has implemented various measures to maintain high and stable production in existing gas fields, including deepening the potential of already operational "mature gas fields" and applying successful practices like "pressure reduction production" to effectively enhance the recovery rate of offshore gas fields [1] - The company is also promoting the orderly construction of new projects to ensure the smooth production of key projects such as the second phase of "Deep Sea No. 1," exploring scientific paths for the economic extraction of complex offshore oil and gas reservoirs to solidify the foundation for long-term stable production and increased output [1] Group 2: Supply and Demand Management - To achieve leapfrog production increases, CNOOC has established a marine natural gas production, supply, and sales network that covers the South China coastal region, operating a multi-source gas dispatch decision-making system with a 24-hour scheduling mechanism [1] - The company utilizes big data analysis and other intelligent methods for supply and demand management, allowing for precise adjustments in upstream production based on changes in downstream demand, effectively achieving "full production and full sales" of offshore natural gas [1]

Core Viewpoint - The Hubei Provincial Federation of Trade Unions announced the list of talent cultivation candidates for the "Jingchu Craftsman" program in 2025, featuring nine employees from the petroleum and chemical industry [1] Group 1: Talent Recognition - Nine employees from various petroleum and chemical companies in Hubei have been selected for the "Jingchu Craftsman" talent cultivation program [1] - The selected individuals represent a range of companies, including Hubei Aerospace Jianghe Chemical Co., Ltd., Siji Saiwa Petroleum Drilling Equipment Co., Ltd., and China Petroleum & Chemical Corporation [1] Group 2: Company Representation - The recognized employees come from notable companies such as Hubei Jinshi Refining and Chemical Construction Co., Ltd., and China National Petroleum Corporation [1] - The list includes employees from both production and research sectors, highlighting the diverse talent within the industry [1]

12月30日，记者从国家管网集团获悉，粤东液化天然气接收站储气工程正式开工建设，项目将建设全球 有效容积最大的陆上薄膜型液化天然气储罐，标志着我国大型液化天然气储运设施建设实现重要技术突 破。粤东液化天然气接收站是华南地区天然气储运网络的重要枢纽，具备液化天然气卸料、储存、转 运、气化及外输全链条功能。此次开工的储气工程，是接收站核心扩容升级项目，采用国际先进的薄膜 储罐技术，新建3座单罐直径近百米的薄膜型液化天然气储罐，储气能力达4.7亿立方米。 （文章来源：央视新闻） ...