沪指6月16日上涨0.35%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为传媒、通信，涨幅 分别为2.70%、2.11%。跌幅居前的行业为农林牧渔、美容护理，跌幅分别为0.76%、0.49%。石油石化 行业今日下跌0.10%。 石油石化行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300164 | 通源石油 | 19.96 | 59.14 | -46461.98 | | 603619 | 中曼石油 | 4.53 | 21.70 | -43066.03 | | 600759 | 洲际油气 | 9.88 | 20.20 | -39462.28 | | 600871 | 石化油服 | -1.44 | 3.95 | -14748.83 | | 600938 | 中国海油 | -1.74 | 2.83 | -10346.88 | | 603353 | 和顺石油 | 7.10 | 16.01 | -8447.43 | | 000554 | 泰山石油 | 10.07 | 16.69 ...

Investment Strategy - Oil prices are expected to remain high due to limited supply and escalating geopolitical conflicts, particularly the recent Israel-Iran conflict which has led to a significant increase in oil prices [11][28][29] - Global oil and gas capital expenditures have been declining since 2015, with a notable reduction of nearly 122% from 2014 levels, leading to cautious investment from major oil companies [9][28] - The active rig count in the US remains low, which will slow down the release of oil and gas production capacity in the short term [9][28] Oil Market - Brent crude oil spot price increased to $70.96 per barrel, up 5.16% week-on-week, while WTI crude oil spot price rose to $67.89 per barrel, up 7.17% [11][30] - The geopolitical tensions, particularly the conflict involving Iran, pose a risk of supply disruptions, especially through the Strait of Hormuz, which is critical for global oil transport [11][29] Coal Market - The average market price for Qinhuangdao port thermal coal (Q5500) is reported at 609 RMB per ton, showing a slight decrease of 0.04% week-on-week, indicating weak terminal demand [12][13] - The overall coal market is under pressure due to weak demand from the cement and non-electric industries, with procurement activities remaining slow [12][13] Coking Coal Market - Coking coal prices have decreased, with the price for Jizhou coking coal reported at 1,310 RMB per ton, down 4.96% week-on-week, leading to increased losses for coking enterprises [14][15] - The supply of coking coal remains relatively ample, but demand from downstream steel mills is weak, contributing to a bearish market outlook [14][15] Natural Gas Market - Russia's natural gas exports to China are expected to increase by 7 billion cubic meters by 2025, driven by pipeline expansions [16] - The average price of NYMEX natural gas decreased to $3.55 per million British thermal units, down 4.7% week-on-week, while European gas prices have shown an upward trend [16][17] Oilfield Services - The oilfield services sector is experiencing a recovery due to increased capital expenditures driven by high oil prices and supportive government policies aimed at boosting oil and gas production [18][19] - The global active rig count decreased to 1,576 units, indicating a slight contraction in drilling activities, particularly in the Middle East [19]

Core Viewpoint - The oil and gas sector is experiencing significant price fluctuations due to geopolitical tensions, particularly the recent airstrikes by Israel on Iran, which have raised concerns about oil supply disruptions in the Middle East [1][2]. Group 1: Market Performance - As of June 16, 2025, key stocks in the oil and gas sector have shown substantial gains, with Taishan Petroleum up 10.07%, Intercontinental Oil and Gas up 9.88%, and Heshun Petroleum up 8.17% [1]. - The Oil and Gas ETF (159697) has increased by 0.68%, marking its fourth consecutive rise, with a latest price of 1.03 yuan [1]. - Over the week leading to June 13, 2025, the Oil and Gas ETF has accumulated a rise of 4.48% [1]. Group 2: Price Trends - On June 13, 2025, WTI and Brent crude oil futures closed at $72.98 and $74.23 per barrel, respectively, reflecting increases of 16.7% and 14.9% since the beginning of the month [1]. - The report from Huatai Securities indicates that the oil price is expected to enter a high volatility phase due to potential declines in Iranian oil production and exports [2]. Group 3: Supply and Demand Outlook - The global oil demand is being impacted by the transition to electricity and gas, while supply from oil-producing countries is becoming increasingly coordinated and weaker [2]. - The oil price is projected to have a downward trend from 2025 to 2027, with a new equilibrium expected to be above $60 per barrel, driven by marginal costs and supply-side dynamics [2]. Group 4: Index Composition - The National Oil and Gas Index (399439) reflects the price changes of publicly listed companies in the oil and gas sector, with the top ten weighted stocks accounting for 66.48% of the index [2].

油气股延续涨势，准油股份（002207）、贝肯能源（002828）涨停，洲际油气（600759）、通源石油 （300164）、海油发展（600968）、中曼石油（603619）等集体高开。 暗盘资金一眼洞悉庄家意图>> ...

6月13日，A股三大指数震荡调整，全市场超4400只个股下跌。市场热点聚焦在油气、贵金属、核污染防治、军工板块。 个股方面，今日共57股涨停，连板股总数8只，11股封板未遂，封板率为84%（不含ST股、退市股）。焦点股方面，北矿科技晋级5连板，成为新的市场高度板。稳定币概念尾盘拉升，元隆雅图 | 代码 | 名称 | 价格 | 涨跌 | 米唱↓ | 换手% 几天几板12 ... | FV. Z 20 | 成交量 | 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300157 | 新锦动力 | 4.72 | +0.79 | +20.10% | 26.21% 自板涨停 | 8.2517. | 184.6万 | 油气装备+能视 | | 300581 | 晨曦航空 | 15.82 | +2.64 | +20.03% | 22.53% 首板涨停 | 18.19 7. | 124.0万 | 航空装备+军] | | 300645 | 正元智慧 | 18.46 | +3.08 | +20.03% | 29.83% 自板 得 | 7.46 7. ...

中曼石油(603619)今日涨停，全天换手率15.75%，成交额14.79亿元，振幅4.74%。龙虎榜数据显示，机 构净卖出1.42亿元，沪股通净卖出4488.93万元，营业部席位合计净买入8434.61万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.77%上榜，机构专用席位净卖出1.42亿元，沪股通 净卖出4488.93万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.71亿元，其中，买入成交额为1.34亿 元，卖出成交额为2.37亿元，合计净卖出1.03亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即卖二、卖三、卖四，合计净卖出1.42 亿元，沪股通为第二大买入营业部及第一大卖出营业部，买入金额为2804.66万元，卖出金额为7293.59 万元，合计净卖出4488.93万元。 资金流向方面，今日该股主力资金净流入1.22亿元，其中，特大单净流入1.89亿元，大单资金净流出 6674.03万元。近5日主力资金净流入1.55亿元。 融资融券数据显示，该股最新（6月12日）两融余额为4.31亿元，其中，融资余额为4.31亿元，融券余额 为80.80万元。近5日融资 ...

Market Overview - Major global stock indices experienced a significant decline on June 13, with the Nikkei 225 down 0.89% to 37,834.25 points, and the South Korean Composite Index down 0.87% to 2,894.62 points [1] - European indices also opened lower, with the Euro Stoxx 50, DAX 30, and CAC 40 all dropping over 1% [1] - In the US pre-market trading, all three major indices' futures fell over 1% [1] - The A-share market saw a broad pullback, with the Shanghai Composite Index down 0.75% to 3,377 points and the Shenzhen Component down 1.1% to 10,122.11 points [1] Sector Performance - Nearly 4,500 stocks in the market were in the red, with retail, liquor, and food and beverage sectors experiencing collective declines; Guizhou Moutai fell over 2% [2] - The oil sector saw significant gains, with companies like Keli Co. and Tongyuan Petroleum hitting the daily limit [2][4] - Military trade concepts surged, with Aerospace Nanhua rising over 17% [9] - Gold-related stocks also increased, with companies like Cuihua Jewelry and Western Gold reaching the daily limit [8] Oil Sector Insights - The oil sector experienced a substantial rally, with Keli Co. and Tongyuan Petroleum both hitting the daily limit of 30% and 20% respectively [4] - International oil prices surged, with WTI crude oil rising over 14% to a peak of $77.62 per barrel, and Brent crude oil increasing over 13% to $78.5 per barrel [4] - The geopolitical situation in the Middle East has raised concerns about oil supply, despite OPEC+ being in a production increase phase [7] Military Trade Sector - Military trade stocks saw a strong upward trend, with Aerospace Nanhua increasing over 17% and several other companies rising over 10% [9] - The ongoing geopolitical conflicts, particularly the India-Pakistan situation, have led to a reassessment of military trade logic, potentially providing higher profit margins for domestic military products [11] - Increased military spending globally due to rising geopolitical tensions is expected to boost demand for military imports [11]

全球股市巨震。 6月13日，亚太主要股指集体走低，日经225指数收盘跌0.89%报37834.25点，韩国综合指数跌0.87%报2894.62点，新西兰标普50指数跌0.76%报12552.87点。 受中东地缘局势急剧升温影响，国际油价大幅拉升，WTI原油主力合约盘中一度涨超14%，最高升至77.62美元/桶；布伦特原油主力合约一度涨超13%，最高升至 78.5美元/桶。国内方面，上海原油主力合约一度涨停。 消息面上，据央视新闻报道，当地时间12日凌晨，以色列对伊朗发动袭击。13日早间，以色列国防军发言人埃菲·戴弗林发布视频声明称，当天凌晨以军共出动超过 200架战机参与对伊朗的首轮空袭，其间共投下330多枚弹药，打死了伊朗高级军事领导人以及其他指挥官。他同时称，过去几小时内，伊朗方面向以色列发射了 100多架无人机，目前以军正在努力拦截这些无人机。 A股市场全线回调，深证成指、创业板指跌逾1%；港股亦走弱，恒生科技指数跌近2%。截至收盘，沪指放量跌0.75%报3377点，深证成指跌1.1%报10122.11点，创 业板指跌1.13%报2043.82点，北证50指数跌2.92%，沪深北三市合计成交15041亿 ...

Market Overview - The Shanghai Composite Index fell by 0.75% on June 13, with only three sectors experiencing gains, led by the oil and petrochemical sector, which rose by 2.05% [2] - The defense and public utilities sectors also saw increases of 1.72% and 0.48%, respectively [2] - Conversely, the beauty and personal care sector and the media sector faced declines of 4.12% and 2.53% [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.673 billion yuan, with 24 sectors experiencing net outflows [2] - The computer sector had the largest net outflow of 7.043 billion yuan, followed by the automotive sector with 5.428 billion yuan [2] - In contrast, the defense and military industry saw a net inflow of 2.570 billion yuan, while the oil and petrochemical sector had a net inflow of 1.512 billion yuan [2] Oil and Petrochemical Sector Performance - The oil and petrochemical sector experienced a 2.05% increase, with a total net capital inflow of 1.512 billion yuan [3] - Out of 48 stocks in this sector, 34 stocks rose, with 8 hitting the daily limit, while 12 stocks declined [3] - The top three stocks with significant net inflows included Tongyuan Petroleum (2.41 billion yuan), China National Offshore Oil Corporation (2.38 billion yuan), and Continental Oil (2.09 billion yuan) [3][4] Individual Stock Performance - The top-performing stock in the oil and petrochemical sector was Tongyuan Petroleum, which increased by 19.91% with a turnover rate of 36.47% and a capital flow of 241.26 million yuan [4] - Other notable performers included China National Offshore Oil Corporation (up 2.98%, capital flow of 238.03 million yuan) and Continental Oil (up 9.95%, capital flow of 208.67 million yuan) [4] - Conversely, the stocks with the largest capital outflows included Qianeng Hesheng (7.607 million yuan), Rongsheng Petrochemical (2.194 million yuan), and Hengtong Co. (1.711 million yuan) [5]

| 2025-06-13 | | | | | 历史龙虎楼信息> | | --- | --- | --- | --- | --- | --- | | 上榜原因:日涨幅偏离值达7%的证券 | | | | | 更多个股解读> | | 营业部名称 | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 东方证券股份有限公司深圳深南大道证券营业部 | 4106.20万 | 2.78% | 0.00 | 0.00% | 4106.20万 | | 沪股通专用 | 2804.66万 | 1.90% | 0.00 | 0.00% | 2804.66万 | | 麦高证券有限责任公司成都丽都路证券营业部 | 2288.89万 | 1.55% | 0.00 | 0.00% | 2288.89万 | | 国会加参股份有限公司深圳分公司 | 2155.32万 | 1.46% | 0.00 | 0.00% | 2155.32万 | | 中信证券股份有限公司北京亚运村证券 | 2068.39万 | 1.40% | 0.00 | 0.00% | 2068.39万 | | | | | | 买入总计:1 ...