证券代码：601857 证券简称：中国石油 公告编号：临 2025-045 中国石油天然气股份有限公司 关于控股股东首次增持公司股份暨 1 本公告中所涉数据的尾差系由四舍五入所致，下同。 已披露增持计划情况：中国石油天然气股份有限公司（以下简称公司） 于 2025 年 4 月 8 日在上海证券交易所网站披露了《中国石油天然气股 份有限公司关于控股股东增持公司股份计划的公告》（公告编号：临 2025-010），公司控股股东中国石油天然气集团有限公司（以下简称中 国石油集团）计划自 2025 年 4 月 8 日起 12 个月内，通过自身及其全 资子公司分别在上海证券交易所交易系统及香港联合交易所有限公司 系统增持公司 A 股及 H 股股份，拟增持金额不少于人民币 28 亿元（含 本数），不超过人民币 56 亿元（含本数）（以下简称增持计划），具体 内容详见公司于 2025 年 4 月 8 日在上海证券交易所网站披露的相关公 告。 首次增持情况：2025 年 12 月 29 日，公司收到中国石油集团的通知，中 国石油集团累计增持公司 30,000,000 股 A 股股份，约占公司已发行总 股份的 0.02%1；中国 ...

Core Viewpoint - China Petroleum announced that its controlling shareholder, China Petroleum Group, along with its wholly-owned subsidiary Fairy King Investments Ltd., will cumulatively increase their holdings of A-shares by 30,000,000 shares and H-shares by 11,896,000 shares from April 8, 2025, to December 29, 2025, representing 0.02% and 0.01% of the company's total share capital, respectively [1] Summary by Category - **Shareholding Increase** - The company plans to increase its A-share holdings by 30,000,000 shares and H-share holdings by 11,896,000 shares [1] - This increase corresponds to amounts of 301,111,201 yuan for A-shares and 89,777,921 yuan for H-shares [1] - **Investment Plan** - The previous plan aimed to invest no less than 2.8 billion yuan and no more than 5.6 billion yuan [1] - The implementation period for this investment plan is from April 8, 2025, to April 7, 2026, and it will continue to be executed thereafter [1]

Core Insights - The Tarim Oilfield has achieved a historic milestone by surpassing an annual oil and gas equivalent production of 5 million tons at the Hade-Fuman Oilfield, making it China's largest desert oilfield [1][2]. Group 1: Production Achievements - The Hade-Fuman Oilfield, located in the Taklamakan Desert, has a cumulative oil and gas production exceeding 50 million tons, positioning it as a key contributor in China's ultra-deep oil and gas sector [2]. - The Hade Oilfield has an average burial depth of over 5,000 meters, with the thinnest oil layer measuring only 0.6 meters, indicating a complex geological structure [1]. - The Fuman Oilfield faces extreme challenges, including ultra-deep, ultra-high temperature, ultra-high pressure, and high sulfur content, with oil and gas buried at depths ranging from 7,500 meters to over 8,000 meters [1]. Group 2: Future Development Plans - The management of the Tarim Oilfield aims to continue advancing geological theories and engineering technologies to enhance the development and management of oil and gas reservoirs [2]. - There is a commitment to maintain stable production at the 5 million tons level while enhancing the energy security of the nation [2].

Core Viewpoint - The A-share market showed a mixed performance on December 9, with the Shanghai Composite Index closing higher, marking a nine-day winning streak. The oil and gas ETF, Huatai Fu (159309), also performed strongly, achieving a 1.85% increase and a six-day winning streak [1]. Group 1: ETF Performance - The oil and gas ETF Huatai Fu (159309) saw most of its constituent stocks rise, with Intercontinental Oil & Gas hitting the daily limit, China Petroleum rising over 2%, and China Petrochemical increasing by over 3%. However, Snowman Group fell by over 5% [2][3]. - The top ten constituent stocks of the oil and gas ETF include major players in the oil and petrochemical sectors, with China Petroleum and China Petrochemical being significant contributors to the ETF's performance [4]. Group 2: Industry Developments - China Petroleum's Tarim Oilfield achieved a record annual photovoltaic power generation of over 2 billion kilowatt-hours, indicating a new synergy between oil, gas, and renewable energy development [5]. - The collaboration between NIO and China Petrochemical has led to the opening of the 292nd battery swap station, with a total of 356 stations established nationwide [5]. Group 3: Market Analysis - Geopolitical tensions are providing support for oil prices, with ongoing conflicts and strained relations affecting supply dynamics. OPEC+ has maintained its production targets, while U.S. oil production continues to rise, suggesting a potential for slight price declines in the near term [6][7]. - The oil sector is expected to experience a gradual recovery, with high dividend characteristics becoming prominent. The sector's cash flow stability and the potential for value reassessment of state-owned enterprises are highlighted as key investment themes [7][9].

该股最近90天内共有13家机构给出评级，买入评级12家，增持评级1家；过去90天内机构目标均价为 11.58。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 近三个月该股共发生1笔大宗交易，合计成交52.17万手。该股近期无解禁股上市。 截至2025年12月29日收盘，中国石油(601857)报收于10.06元，上涨2.13%，换手率0.1%，成交量168.78 万手，成交额16.93亿元。 证券之星消息，12月29日中国石油发生大宗交易，交易数据如下： 大宗交易成交价格10.06元，成交5216.88万股，成交金额52481.8万元，买方营业部为中信建投证券股份 有限公司北京酒仙桥路证券营业部，卖方营业部为机构专用。 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600938 | 中国海油 | 2.23 | 1.61 | 26557.53 | | 601857 | 中国石油 | 2.13 | 0.10 | 19931.56 | | 600506 | 统一股份 | 10.02 | 24.63 | 18778.97 | | 600028 | 中国石化 | 3.63 | 0.25 | 18021.90 | | 603353 | 和顺石油 | 9.99 | 4.91 | 4932.21 | | 000703 | 恒逸石化 | 0.60 | 1.56 | 4064.81 | | 600759 | 洲际油气 | 10.16 | 11.55 | 3667.25 | | 300164 | 通源石油 | 0.54 | 12.72 | 2071.13 | | 603619 | 中曼石油 | 1.05 | 2.17 | 1319.37 | | 600346 | 恒力石化 | -1.27 | 0.42 | 1119.57 | | 6 ...

证券之星消息，12月29日炼化及贸易板块较上一交易日上涨2.14%，统一股份领涨。当日上证指数报收 于3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。炼化及贸易板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600800 | 渤海化学 | 3.48 | -3.87% | 74.32万 | 2.61亿 | | 603223 | 恒通股份 | 9.33 | -2.51% | 11.63万 | 1.10亿 | | 000698 | ST沈化 | 3.67 | -1.87% | 8.53万 | 3145.01万 | | 300055 | 万邦达 | 7.61 | -1.81% | 11.83万 | 9123.76万 | | 000985 | 大庆华科 | 19.58 | -1.61% | 7.42万 | 1.47 乙 | | 001316 | 润贝航科 | 37.92 | -1.40% | 2.79万 | 1.06亿 | | 600346 | 恒力石化 ...

Core Viewpoint - The A-share market shows a mixed trend with the energy sector leading a significant rise, particularly in oil and coal stocks, indicating a potential investment opportunity in these sectors [1][3]. Energy Sector Performance - The Energy ETF (159930) experienced a notable increase of 1.53%, with trading volume exceeding 52 million yuan, reflecting active market participation [1]. - Major coal stocks saw substantial gains, with Huayang Co. rising over 4%, and other companies like China Coal Energy and Yanzhou Coal Mining increasing by more than 1% [3]. - The three major oil companies collectively surged, with China Petroleum rising over 2% and China Petrochemical increasing by more than 3% [3]. Key Component Stocks - The top ten component stocks of the Energy ETF include: - China National Offshore Oil Corporation (2.23% increase, 15.22% weight) - China Petroleum & Chemical Corporation (3.80% increase, 11.77% weight) - Shaanxi Coal and Chemical Industry (0.74% increase, 11.71% weight) [4]. Industry Insights - The coal price has dropped over 140 yuan/ton since mid-November, attributed to lower-than-expected thermal power generation, with a year-on-year decline of 4.2% in November [6]. - The average daily coal production reached a record high of 14.23 million tons in November, aligning with seasonal expectations [6]. - Analysts suggest that the coal sector is at the beginning of a new upward cycle, supported by fundamental and policy factors [8]. Future Outlook - Forecasts indicate that temperatures in central and eastern China will drop, potentially increasing coal consumption [7]. - The coal sector is expected to stabilize as supply-demand dynamics improve, with analysts recommending low-cost investments in coal stocks [9]. - The oil market remains influenced by geopolitical risks and supply-demand dynamics, with expectations of a gradual recovery in oil prices in the coming quarters [8]. Investment Strategy - The coal sector is characterized by high dividend yields and cyclical elasticity, making it an attractive investment opportunity [9]. - The oil sector is also highlighted for its high dividend characteristics, with expectations of value re-evaluation for state-owned enterprises amid stable cash flows [9][10].

此外，"三桶油"积极响应"一带一路"倡议，海外业务布局逐步深化，下属工程公司借助母公司平台优 势，把握出海新机遇，有望取得海外业务发展的持续突破。 12月29日，港股三桶油集体上涨，其中，中国石油股份涨2.33%，中国石油化工涨约2%，中国海洋石油 涨1.5%。 消息上，亚洲早盘，WTI原油日内涨1%，现报57.31美元/桶。在地缘政治仍存不确定的前提下，光大证 券研报指出，中长期原油供需格局仍具备景气基础，在长期主义视角下，持续坚定看好"三桶油"及油服 板块。此外，宏观经济恢复提振化工需求，长期来看化工品产能出清利好龙头企业。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | 总市值 | | --- | --- | --- | --- | --- | | 00857 | 中国石油股份 | 8.330 | 2.33% | 1.52万亿 | | 00338 | 上海石油化工 | 1.350 | 2.27% | 142.33亿 | | 00386 | 中国石油化工 | 4.610 | 1.77% | 5582.17亿 | | 00883 | 中国海洋石油 | 20.900 | 1.46% | 9933.76亿 ...

港股三桶油集体上涨，其中，中国石油股份涨2.33%，中国石油化工涨约2%，中国海洋石油涨1.5%。 本文源自：金融界AI电报 ...