#中海油原副总袁光宇被提起公诉#【#袁光宇受贿数额特别巨大#】记者12月11日从最高人民检察院获 悉，中国海洋石油集团有限公司原党组成员、副总经理袁光宇涉嫌受贿一案，由国家监察委员会调查终 结，移送检察机关审查起诉。经最高人民检察院指定管辖，江苏省人民检察院依法以涉嫌受贿罪对袁光 宇作出逮捕决定。近日，江苏省徐州市人民检察院已向徐州市中级人民法院提起公诉。检察机关在审查 起诉阶段，依法告知了被告人袁光宇享有的诉讼权利，并讯问了被告人，听取了辩护人的意见。检察机 关起诉指控：被告人袁光宇利用担任中海石油北方钻井公司总经理，中海油田服务有限公司总经理、总 裁，中海石油（中国）有限公司天津分公司总经理，中国海洋石油渤海石油管理局局长，中国海洋石油 有限公司执行副总裁、总裁等职务上的便利，为有关单位和个人谋取利益，非法收受他人财物，数额特 别巨大，依法应当以受贿罪追究其刑事责任。（新华社 视频：央视法治在线） ...

新华社北京12月11日电 记者12月11日从最高人民检察院获悉，中国海洋石油集团有限公司原党组成 员、副总经理袁光宇涉嫌受贿一案，由国家监察委员会调查终结，移送检察机关审查起诉。经最高人民 检察院指定管辖，江苏省人民检察院依法以涉嫌受贿罪对袁光宇作出逮捕决定。近日，江苏省徐州市人 民检察院已向徐州市中级人民法院提起公诉。 ...

截至2025年12月11日 09:43，国证石油天然气指数(399439)上涨0.64%，成分股富瑞特装(300228)上涨 3.26%，厚普股份(300471)上涨3.18%，中国海油(600938)上涨1.77%，新奥股份(600803)上涨1.66%，兰 石重装(603169)上涨1.65%。油气ETF(159697)上涨0.70%，最新价报1.15元。 消息面上，EIA短期能源展望报告预计2025年布伦特原油价格为68.91美元/桶，此前预计为68.76美元/ 桶；预计2026年为55.08美元/桶，此前预计为54.92美元/桶。预计2025年WTI原油价格为65.32美元/桶， 此前预期为65.15美元/桶；预计2026年WTI原油价格为51.42美元/桶，此前预期51.26为美元/桶。 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) ...

（文章来源：央视新闻） 检察机关在审查起诉阶段，依法告知了被告人袁光宇享有的诉讼权利，并讯问了被告人，听取了辩护人 的意见。检察机关起诉指控：被告人袁光宇利用担任中海石油北方钻井公司总经理，中海油田服务有限 公司总经理、总裁，中海石油（中国）有限公司天津分公司总经理，中国海洋石油渤海石油管理局局 长，中国海洋石油有限公司执行副总裁、总裁等职务上的便利，为有关单位和个人谋取利益，非法收受 他人财物，数额特别巨大，依法应当以受贿罪追究其刑事责任。 记者今天（11日）从最高人民检察院获悉，中国海洋石油集团有限公司原党组成员、副总经理袁光宇涉 嫌受贿一案，由国家监察委员会调查终结，移送检察机关审查起诉。经最高人民检察院指定管辖，江苏 省人民检察院依法以涉嫌受贿罪对袁光宇作出逮捕决定。近日，江苏省徐州市人民检察院已向徐州市中 级人民法院提起公诉。 ...

Core Insights - China's domestic crude oil production is experiencing significant growth, with national output projected to rise from 3.8 million b/d in 2020 to an average of 4.3 million b/d in 2025, marking a roughly 12% increase driven by accelerated drilling and restructuring of the upstream sector [5][11] - The restructuring of China's upstream began in 2020, transitioning to a market-oriented bidding framework for mining and hydrocarbon rights, allowing private companies to participate alongside state-owned enterprises [4] Group 1: Company Performance - CNOOC is leading in output growth, increasing production from 690,000 b/d in 2020 to about 900,000 b/d by 2025, supported by extensive offshore acreage [1] - PetroChina is the largest oil producer, averaging 2.5 million b/d in 2025, with a significant focus on unconventional exploration across various basins [2] - Sinopec is also expanding its production, with a target of 600,000 b/d in 2025, maintaining a strong presence in both onshore and offshore operations [1][2] Group 2: Regional Developments - Tianjin has seen the largest regional output increase, rising from 632,000 b/d in 2020 to 785,000 b/d in 2025, while Xinjiang's production increased from 571,000 to 649,000 b/d [3] - Heilongjiang's output has slightly decreased from 604,000 to 579,000 b/d, indicating challenges in maintaining production levels in mature fields [3] Group 3: Exploration and Discoveries - CNOOC's Bozhong 26-6 discovery in 2023 is notable for its rapid transition from discovery to production, estimated at 200 million m³ of oil and gas [6] - PetroChina confirmed 1.15 billion barrels of shale oil in place in the Gulong zone, with expected peak production of 130,000–140,000 b/d [6] - Sinopec's Qiluye-1 well in the Sichuan Basin has tested commercially viable shale oil and gas, indicating significant potential in Southwest China [6] Group 4: Market Dynamics - Despite increased domestic production, China's crude imports have remained steady at 10.5 million b/d since 2023, covering around 70–75% of total consumption [8][9] - The refining system in China is designed to process specific imported crude grades, ensuring continued reliance on foreign oil despite domestic production increases [9] Group 5: Future Outlook - China is expected to enter 2026 with a stronger domestic production base and continued momentum in unconventional and offshore exploration [10] - CNOOC is projected to add another 40,000 b/d in 2026, while PetroChina faces challenges as its resource base has shrunk by a net 200 million barrels in the past three years [10] - The trajectory of China's oil production remains upward, with potential for further increases as companies pursue ambitious drilling targets [11]

Group 1: Oil Market Insights - The report indicates that the oil price is expected to trend downward, with Brent crude oil potentially averaging around $52 per barrel in 2026 due to OPEC+ production increases and geopolitical tensions providing temporary support [3][16][20] - In 2025, Brent and WTI crude oil prices averaged $63.8 and $59.0 per barrel, reflecting year-on-year declines of 16.8% and 19.3% respectively, driven by oversupply and geopolitical uncertainties [13][16] - OPEC+ is expected to continue releasing production capacity, with a forecasted increase in global oil supply of approximately 1.3 million barrels per day in 2026, while demand growth is projected to be around 1.1 million barrels per day [20][24][29] Group 2: Natural Gas Market Insights - The report highlights that global LNG supply is expected to become more abundant in 2026, with significant projects from the US, Qatar, and Canada coming online, leading to a potential decrease in LNG prices in Asia and Europe [3][9][20] - The report anticipates that US natural gas prices may rise due to increased demand from liquefaction facilities, while European gas prices could decline as the region adjusts its import structure [3][20] - Seasonal weather patterns, including a potential cold snap in late 2025, may drive up natural gas prices temporarily, particularly in Europe [3][20] Group 3: Coal Market Insights - The coal market is expected to experience a tightening supply situation in the second half of 2025, with domestic production constraints and inventory reductions leading to a price rebound [3][20] - The report forecasts that the reasonable price level for thermal coal at Qinhuangdao Port will be around 750 RMB per ton in 2026, while coking coal prices are expected to range between 1600-1800 RMB per ton [3][20] - Demand for thermal coal is projected to stabilize as coal-fired power generation reaches its peak, while coking coal demand may see slight increases due to improved steel manufacturing and export needs [3][20] Group 4: Investment Recommendations - The report suggests focusing on resource-leading companies with high dividends and cost advantages in the oil and gas sector, such as China National Petroleum, Sinopec, and CNOOC, as well as diversified urban gas companies like China Gas and Kunlun Energy [8] - In the coal sector, companies with integrated operations in coal, electricity, and chemicals, such as China Coal Energy and China Shenhua Energy, are recommended due to their resilient performance and potential for price recovery [8]

Group 1 - Southbound funds recorded a net sell of HKD 1.018 billion on December 10, with notable net buys in Xiaomi Group (HKD 619 million), Agricultural Bank (HKD 394 million), Alibaba (HKD 342 million), Meituan (HKD 320 million), China National Offshore Oil Corporation (HKD 269 million), and Pop Mart (HKD 179 million) [1] - The net sell included significant amounts in the Tracker Fund (HKD 1.559 billion), Tencent Holdings (HKD 605 million), China Construction Bank (HKD 123 million), and SMIC (HKD 118 million) [1] Group 2 - Southbound funds have continuously net bought Xiaomi for 9 days, totaling HKD 7.39843 billion, and Agricultural Bank for 3 days, totaling HKD 993.02 million [3] - In November, the sales volume of new energy passenger vehicles reached 1.321 million units, a year-on-year increase of 4.2% and a month-on-month increase of 3.0%; Xiaomi's automotive sales reached 46,249 units, with a year-on-year increase of 99.7% [4] - Morgan Stanley highlighted concerns regarding the asset quality risk related to Vanke's bond extension, noting that Vanke's bank loans account for only 0.10% of total loans in China's banking sector [4] Group 3 - Alibaba has established a new C-end business group, aiming to develop a super app as the primary entry point for users in the AI era [4] - Tencent repurchased approximately 1.06 million shares for about HKD 636 million, with repurchase prices ranging from HKD 595.5 to HKD 603 [4] - China Construction Bank announced a capital increase from RMB 250.011 billion to RMB 261.6 billion through a specific issuance of approximately 11.589 billion A-shares [5] - SMIC's monthly wafer production capacity is expected to exceed 1 million pieces by Q3 2025, with a utilization rate increase of 3.3 percentage points to 95.8%, indicating strong industry demand [5]

Core Points - The China-Brazil Technology Innovation Center has officially launched in Rio de Janeiro, aimed at promoting green low-carbon energy transformation and digital development [1][3] - The center is a significant project following the outcomes of President Xi Jinping's state visit to Brazil in 2024, focusing on talent cultivation, innovation, and industrial upgrading [3][5] Group 1: Center's Objectives and Collaborators - The center is positioned to drive energy cooperation through technological innovation, focusing on cutting-edge technology research and results transformation in the energy sector [5] - Key collaborators include China National Offshore Oil Corporation, China University of Petroleum (Beijing), Brazil's National Oil Company, and the Federal University of Rio de Janeiro [5][8] - The center aims to explore key technology development paths for clean development of traditional energy and efficient utilization of renewable energy [5][14] Group 2: Expected Contributions and Benefits - The center will conduct technical research in areas such as marine engineering, deepwater oil and gas development, and carbon reduction, providing new solutions for cost reduction and efficiency improvement in global deepwater oil and gas development [8][12] - It will serve as a bridge for technical exchange and a platform for sharing results between researchers from both countries, transforming research advantages into industrial competitiveness [9][12] - The establishment of the center is expected to enhance cooperation in green development of deep-sea oil and gas and the application of photovoltaic and wind power technologies [14][17]

来源：新浪证券-红岸工作室 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%。 12月9日，中国海油跌1.12%，成交额6.32亿元。两融数据显示，当日中国海油获融资买入额4739.84万 元，融资偿还6767.84万元，融资净买入-2028.00万元。截至12月9日，中国海油融资融券余额合计13.25 亿元。 分红方面，中国海油A股上市后累计派现2559.95亿元。近三年，累计派现1790.51亿元。 融资方面，中国海油当日融资买入4739.84万元。当前融资余额13.24亿元，占流通市值的1.57%，融资 余额低于近一年10%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，中国海油十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 融券方面，中国海油12月9日融券偿还3.63万股，融券卖出1.66万股，按当日收盘价计算，卖出金额 46.85万元；融券余量5.35万股，融券余额150. ...

Core Viewpoint - The Energy ETF Guangfa (159945) experienced a slight decline of 0.26% as of the midday close on December 10, with a trading volume of 0.9884 million yuan [1] Group 1: ETF Performance - The Energy ETF Guangfa (159945) closed at 1.160 yuan, reflecting a decrease of 0.26% [1] - The fund's performance benchmark is the CSI All Share Energy Index, managed by Guangfa Fund Management Co., Ltd. [1] - Since its inception on June 25, 2015, the fund has achieved a return of 16.53%, while its return over the past month has been -4.62% [1] Group 2: Major Holdings Performance - Major holdings within the Energy ETF include: - China Shenhua: down 0.77% - China Petroleum: down 0.82% - Shaanxi Coal: down 0.27% - China Petrochemical: down 0.84% - China National Offshore Oil: up 0.18% - Jereh: up 1.42% - Yanzhou Coal: up 0.15% - Guanghui Energy: up 0.61% - China Coal Energy: down 0.45% - Shanxi Coking Coal: up 0.61% [1]