Group 1 - The oil and gas ETF (159697.SZ) increased by 1.85%, with the associated index, Guozheng Oil and Gas (399439.SZ), rising by 1.82% [1] - Major constituent stocks saw significant gains, including China National Offshore Oil Corporation (CNOOC) up 1.61%, China Petroleum & Chemical Corporation (Sinopec) up 0.87%, and China Merchants Energy (招商南油) up 10.16% [1] - The geopolitical situation in the Middle East remains tense following the U.S. strike on Iranian nuclear facilities, with potential retaliatory actions from Iran, including threats to the Strait of Hormuz, a critical oil shipping route [1] Group 2 - Since the onset of the conflict, the oil and gas ETF has experienced a net inflow of 108 million, with a net inflow rate of 127% [2] - The report indicates that historical data suggests such conflicts typically lead to short-term reactions in oil prices, while long-term prices are determined by supply and demand fundamentals [1]

Core Viewpoint - The stock of Zhongman Petroleum and Natural Gas Group Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days in June 2025 [1][2]. Group 1: Stock Trading Abnormality - The company's stock price increased significantly on June 12, 13, and 16, 2025, leading to a cumulative closing price deviation of over 20%, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [1][2]. - The company conducted a self-examination and confirmed that there were no undisclosed significant information affecting the stock price, including major asset restructuring or other significant corporate actions [2][3]. Group 2: Company Operations and Major Events - The company reported that its production and operational activities are normal, with no significant changes in the market environment or industry policies [1][2]. - There were no media reports or market rumors that required clarification or response from the company [2][3]. - The controlling shareholder, Shanghai Zhongman Investment Holding Co., Ltd., has been increasing its stake in the company, having acquired 2.5509 million shares (0.55% of total shares) for a total of 41.9586 million yuan since March 13, 2025 [2][3]. Group 3: Management and Disclosure - During the period of abnormal stock trading, the company's directors, senior management, and controlling shareholders did not engage in buying or selling the company's stock [3][4]. - The board of directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations of the Shanghai Stock Exchange [4].

关于《中曼石油天然气集团股份有限公司股票交易异常波动 问询函》的回复 中曼石油天然气集团股份有限公司： 本公司已收到《中曼石油天然气集团股份有限公司股票交易异常波动问询函》， 经认真核查，现回复如下： 本公司作为中曼石油天然气集团股份有限公司控股股东，截至目前，不存在影 响公司股票交易波动的重大事项，不存在其他应当披露而未披露的重大信息，包括 但不限于涉及上市公司的重大资产重组、债务重组、业务重组、资产剥离、资产注 入等重大事项。 本公司在中曼石油股票交易异常波动期间不存在买卖公司股票的情况。 特此回复。 控股股东：上海中曼投资控股有限公司 关于《中曼石油天然气集团股份有限公司股票交易异常波动 本人作为中曼石油天然气集团股份有限公司的实际控制人，截至本函签署时， 不存在影响公司股票交易波动的重大事项，不存在其他应当披露而未披露的重大信 息，包括但不限于涉及上市公司的重大资产重组、债务重组、业务重组、资产剥离、 资产注入等重大事项。 本人在中曼石油股票交易异常波动期间不存在买卖公司股票的情况。 特此回复。 实际控制人：李春第 ____________ 问询函》的回复 中曼石油天然气集团股份有限公司： 本人已收到 ...

Group 1 - A-shares in the oil and gas sector opened lower, with Tongyuan Petroleum and Beiken Energy dropping over 5% [1] - Other companies such as Huibo Petroleum, Keli Co., Intercontinental Oil & Gas, and Zhongman Petroleum also experienced declines [1]

除中曼石油外，中国石油集团工程股份有限公司(以下简称"中油工程（600339）")也于6月14日发布公 告称，公司全资子公司中国石油工程建设有限公司近日与TotalEnergies就伊拉克阿塔维油田气体处理厂 项目签署EPSCC承包合同，合同金额16.01亿美元(约115.38亿元人民币)。 而在此前的6月6日，中油工程发布公告表示，所属全资子公司中国石油管道局工程有限公司收到业主 TotalEnergies发来的伊拉克阿塔维油田天然气中游管网EPSCC项目授标函，建设起始于马季努恩油田和 西古尔纳二油田至拉塔维新建气处理厂，预计合同额约2.94亿美元(约21.22亿元人民币)。 此外，据《中国石油报》消息，6月16日，第二届中国-中亚产业与投资合作论坛在哈萨克斯坦首都阿斯 塔纳举行。会上，中国石油天然气集团有限公司(以下简称"中国石油")与哈方签署了关于奇姆肯特炼厂 扩建项目的框架协议、关于组建合资公司开展阿克托别天然气制尿素项目建设的框架协议、关于支持北 1区块合作及深化油气领域合作的协议。根据协议，中国石油将与哈方扩大在天然气勘探开发、炼油化 工等领域的合作，深入推进在哈能源业务高质量发展。 6月18日 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhongman Petroleum, which has a closing price of 23.17 yuan, up 7.12%, with a rolling PE ratio of 13.69, marking a new low in 171 days, and a total market capitalization of 10.712 billion yuan [1] - Zhongman Petroleum ranks 9th in the exploration and production industry, which has an average PE ratio of 30.11 and a median of 35.31 [1][2] - As of the first quarter of 2025, 20 institutions hold shares in Zhongman Petroleum, including 11 funds, 3 social security funds, 3 others, 2 brokerages, and 1 insurance company, with a total holding of 140.096 million shares valued at 2.518 billion yuan [1] Group 2 - The main business of Zhongman Petroleum includes exploration and development, oil service engineering, and petroleum equipment manufacturing, with key products being equipment manufacturing, leasing and sales, drilling engineering services, and oil extraction [1] - In the latest performance report for the first quarter of 2025, Zhongman Petroleum achieved an operating income of 943 million yuan, a year-on-year increase of 16.90%, and a net profit of 230 million yuan, a year-on-year increase of 32.95%, with a gross profit margin of 45.97% [1]

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 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 ...