Group 1 - The three major indices experienced a significant adjustment, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 1.21%, and the ChiNext Index down 1.36%. Over 600 stocks rose, with a total trading volume of approximately 1.25 trillion yuan [2] - Oil and gas concept stocks surged, with Shouhua Gas rising by 20%, Tongyuan Petroleum up over 11%, and other companies like Junyou Co., Zhongman Petroleum, and CNOOC Services also seeing gains. The rise in international oil prices is attributed to the conflict between Iran and Israel, with potential U.S. intervention leading to further price increases [2] - The film and television industry saw strong performance, with companies like Baina Qiancheng and Ciweng Media rising by 20% and 10% respectively. Baina Qiancheng signed a film authorization contract worth 372 million yuan, which is expected to significantly boost its 2025 performance [2] Group 2 - The semiconductor and PCB sectors also showed strength, with Juxin Technology rising by 13.8% and Nord Shares by 10%. A recent report from CITIC Securities highlighted the challenges in obtaining advanced manufacturing and packaging capacity overseas, indicating a strong demand and weak supply situation in the domestic semiconductor industry [3] - The previously popular sectors such as controlled nuclear fusion, rare earth permanent magnets, and digital currency saw declines, with companies like Hezhong Intelligent and Hailian Jinhui dropping by 10% and over 7% respectively [3][4] - Other sectors including non-ferrous metals, healthcare, real estate, and securities also weakened, with companies like Dongfang Caifu and Vanke A experiencing declines [4]

Group 1 - The oil sector experienced a strong rally on June 19, with notable stocks such as Shouhua Gas hitting a 20% limit up, Keli Co. rising over 13%, and Junyou Co. also reaching a limit up, indicating significant investor interest and market movement [1] - As of June 17, both Iran and Israel have targeted each other's energy facilities, leading to production halts at major sites, including the South Pars gas field, which could impact global energy supply [1] Group 2 - According to Everbright Securities, the geopolitical situation in the Middle East remains volatile, with oil prices experiencing significant fluctuations due to recent events [2] - Iran's withdrawal from nuclear negotiations may lead to increased sanctions on its oil production and sales, with current production at approximately 3.3 million barrels per day and exports around 1.5 million barrels per day, accounting for 4% of global seaborne oil exports [2] - The risk of Iran closing the Strait of Hormuz persists, which is crucial for global trade, with about 11% of maritime trade passing through it, including 34% of seaborne oil exports, indicating potential severe impacts on global oil trade if tensions escalate [2] - The geopolitical tensions are expected to support a bullish outlook for oil prices in the short term, while the long-term view remains optimistic for major oil companies and oil service sectors due to ongoing supply-demand dynamics [2]

中曼石油天然气集团股份有限公司 2025 年第二次临时股东会 会 议 资 料 《公司股东会议事规则》的要求，特制定如下会议须知，望出席公司股东会的全体人员 严格遵守： 一、为确认出席股东会的股东或其代表或其他出席者的出席资格，会议工作人员将 对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、本次股东会采用会议现场投票和网络投票相结合的表决方式。公司将同时通过 上海证券交易所股东会网络投票系统向公司股东提供网络形式的投票平台，股东可以在 网络投票时间内通过上述系统行使表决权。同一表决权通过现场、网络或其他方式重复 进行表决的，以第一次投票结果为准。 三、为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参会、 便利投票。公司将使用上证所信息网络有限公司（"上证信息"）提供的股东会提醒服 务，委托上证信息通过智能短信等形式，根据股权登记日的股东名册主动提醒股东参会 投票，向每一位投资者主动推送股东会参会邀请、议案情况等信息。投资者在收到智能 短信后，可根据《上市公司股东会网络投票一键通服务用户使用手册》（下载链接： https://vote.sseinfo.com/i/yjt_help. ...

中曼石油天然气集团股份有限公司 会 议 资 料 股票简称：中曼石油 股票代码：603619 二〇二五年六月二十四日 《公司章程》以及 《公司股东会议事规则》的要求，特制定如下会议须知，望出席公司股东会的全体人员 严格遵守： 一、为确认出席股东会的股东或其代表或其他出席者的出席资格，会议工作人员将 对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、本次股东会采用会议现场投票和网络投票相结合的表决方式。公司将同时通过 上海证券交易所股东会网络投票系统向公司股东提供网络形式的投票平台，股东可以在 网络投票时间内通过上述系统行使表决权。同一表决权通过现场、网络或其他方式重复 进行表决的，以第一次投票结果为准。 三、为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时参会、 便利投票。公司将使用上证所信息网络有限公司（"上证信息"）提供的股东会提醒服 务，委托上证信息通过智能短信等形式，根据股权登记日的股东名册主动提醒股东参会 投票，向每一位投资者主动推送股东会参会邀请、议案情况等信息。投资者在收到智能 短信后，可根据《上市公司股东会网络投票一键通服务用户使用手册》（下载链接： https:// ...

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。 中曼石油天然气集团股份有限公司（以下简称"公司"） 秉持"资源为王、技 术为本"的核心发展理念，深耕油气产业链，持续巩固和强化上游资源掌控力。公 司正加快上游勘探开发业务的项目储备，加速构建"立足国内、辐射海外"的资源 储备体系，为公司长远发展提供战略资源保障。公司依托精准的油气藏预测和评价 能力，以及积累的丰富实践经验，积极寻找优质油气区块资源，实现资源接替的良 性循环。 为进一步拓展资源版图，公司于 2025 年 3 月获得阿尔及利亚能源与矿业部（以 下简称"ALNAFT"）颁发的油气勘探开发资格预审证书，公司正式取得参与 ALNAFT 组织的阿尔及利亚油气区块招标资格。 证券代码：603619 股票简称：中曼石油 公告编号：2025-038 中曼石油天然气集团股份有限公司 关于中标阿尔及利亚天然气区块勘探开发权的公告 还不能确定。公司会根据项目后续进展，及时履行信息披露义务。敬请广大投资者 注意投资风险。 2025 年 6 月 17 日，公司参与了 ALNAFT 组织的阿尔 ...

Core Viewpoint - The company has successfully won the exploration and development rights for the Zerafa II natural gas block in Algeria, indicating a significant expansion opportunity in the energy sector [1] Group 1 - The Zerafa II block is located in central Algeria and covers an area of 38,697.73 square kilometers, classified as a product sharing contract (PSC) project [1] - The company plans to initiate contract negotiations with the Algerian Ministry of Energy and Mines (ALNAFT) promptly [1] - Specific investment amounts and details are currently undetermined, with the company committing to timely information disclosure based on project developments [1]

Market Overview - A-shares opened slightly lower on June 18, with all major indices in the red and over 4200 stocks declining [1] - The Shanghai Composite Index fell by 0.41% to 3373.61, while the Shenzhen Component decreased by 0.23% to 10128.47 [2] Sector Performance - The food and beverage sector showed initial strength, particularly in liquor stocks, with notable gains from companies like Mogaos, Huangtai Wine, and Jinzhongzi Wine, all hitting the daily limit [5][6] - The photovoltaic inverter, liquor, military, and digital currency sectors experienced localized rallies, while rare earth permanent magnet stocks saw significant pullbacks [3][11] Liquor Industry Insights - During the "618" shopping festival, several e-commerce platforms initiated aggressive price cuts on liquor, with high-end products like Feitian Moutai seeing price drops, which has become a key market variable [7] - Specific liquor stocks such as Mogaos, Huangtai Wine, and Jinzhongzi Wine reported increases of approximately 10% [6] Oil and Gas Sector Activity - The oil and gas sector was notably active, with companies like Zhun Oil and Beiken Energy experiencing substantial gains, attributed to rising international oil prices amid escalating geopolitical tensions in the Middle East [8][9] Defense and Military Sector - The defense and military sector saw significant upward movement, with stocks like Changcheng Military Industry hitting the daily limit and others like Beifang Longzhong and Jiekang Equipment rising over 10% [10] Consumer Sector Weakness - The broader consumer sector faced challenges, with retail stocks declining, particularly in the small commodity market, where Xiaoshangpin City dropped over 9% [11][12] - The beauty and personal care sector also experienced declines, with several companies reporting drops exceeding 5% [13] Rare Earth Sector Decline - Rare earth permanent magnet stocks faced notable declines, with companies like Beikong Technology nearing the daily limit down, and others like Zhongke Magnetic and Keheng shares dropping over 9% [15][16]

Group 1 - Oil and gas stocks experienced a decline at the beginning of trading, with Zhongman Petroleum (603619) and Tongyuan Petroleum (300164) dropping over 6% [1] - Other companies such as Intercontinental Oil & Gas (600759), Beiken Energy (002828), and Shouhua Gas (300483) also followed the downward trend [1]

Market Overview - A-shares experienced a low opening followed by a high closing, with all three major indices in the green, but trading volume decreased by 250 billion [1] - The Shanghai Composite Index recovered the 10-day and 20-day moving averages around 3388 points, but faced resistance at the 5-day moving average [3] - The market's short-term direction will depend on trading volume, with a potential breakthrough at 3400 points if early trading volume exceeds 80 billion [3] Economic and Policy Signals - The Middle East situation has eased, leading to a temporary relief in A-shares, while the People's Bank of China injected 1.4 trillion yuan in liquidity over the past 10 days [3] - The Lujiazui Forum is expected to announce significant financial reforms and support for high-growth enterprises, particularly in Guangdong's nuclear medical industry [3] Investment Strategies - Investors are advised to maintain exposure to safe-haven assets like gold and oil, with specific stocks such as Shandong Gold and Zhongman Petroleum being highlighted [4] - Policy-driven opportunities are emerging, particularly in the brokerage and real estate sectors, with stocks like Haitong Securities and Poly Development recommended [4] - Long-term investments in new productivity sectors such as AI computing, humanoid robots, and low-altitude economy are encouraged, with companies like Zhongke Zhuguang and Sanhua Intelligent Control suggested as potential targets [4] Market Sentiment and External Influences - Northbound capital has seen a net outflow for three consecutive days, but there was a late-session accumulation in technology stocks [3] - The U.S. stock market showed positive performance, with all three major indices closing higher, which may influence foreign capital flows [3] - The upcoming Federal Reserve meeting is anticipated to impact market volatility, with a focus on interest rate decisions [4]

证券代码：603619 股票简称：中曼石油 公告编号：2025-037 中曼石油天然气集团股份有限公司 股票交易异常波动公告 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。 重要内容提示： 经公司自查，并向公司控股股东及实际控制人书面函证核实，截至本公告披露 日，除了在指定媒体上已公开披露的信息外，公司、控股股东及实际控制人不存在 影响公司股票交易异常波动的重大事项，不存在其他应披露而未披露的重大信息， 中曼石油天然气集团股份有限公司（以下简称"公司"）股票于 2025 年 6 月 12 日、6 月 13 日、6 月 16 日连续 3 个交易日内收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查，并向公司控股股东和实际控制人书面函证核实，截至本公告 披露日，公司、控股股东、实际控制人不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 6 月 12 日、6 月 13 日、6 月 16 日连续 3 个交易日内 收盘价格涨幅 ...