（记者 王瀚黎） 每经AI快讯，山东墨龙9月23日晚间发布公告称，公司第八届第六次董事会临时会议于2025年9月23日 在公司会议室以通讯方式召开。会议审议了《关于开展信托融资业务的议案》等文件。 每经头条（nbdtoutiao）——报价太低遭严防，投标企业还得"解释清楚"，一场国家组织的大型采购， 为何引发全行业关注 ...

证券代码：002490 证券简称：山东墨龙 公告编号：2025-054 山东墨龙石油机械股份有限公司 第八届董事会第六次临时会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 山东墨龙石油机械股份有限公司（以下简称"公司"）第八届董事会第六次 临时会议于 2025 年 8 月 29 日以书面、电话或电子邮件等方式发出会议通知，于 2025 年 9 月 23 日在公司会议室以通讯方式召开。会议由公司董事长韩高贵先生 主持，会议应到董事 9 名，实到董事 9 名，公司部分监事和高级管理人员列席了 本次会议。本次会议的召开符合《公司法》和《公司章程》的有关规定，合法有 效。 二、董事会会议审议情况 山东墨龙石油机械股份有限公司董事会 二〇二五年九月二十三日 与会董事就相关议案进行了审议、表决，并通过以下决议： 1、以 9 票同意、0 票反对、0 票弃权的结果，审议通过了《关于开展信托 融资业务的议案》 为进一步拓展融资渠道，董事会同意公司与昆仑信托有限责任公司开展信托 融资业务，融资金额不超过人民币 5,000 万元，用于公司日常经 ...

人民财讯9月14日电，近一周(9月8日-9月12日)25股获得南向资金持股量环比增长超10%，其中中创新 航、瑞浦兰钧持股量环比增长40%以上，获得南向资金大幅度加仓，其他还有创维集团、国富氢能、地 平线机器人-W等股持股量增幅在15%以上。 | | | 本周南向资金持股量环比增幅居前的港股 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | | 最新持股量(万 本周持股数量环 总市值(亿 | | | | | He) | 比变动 (%) | 港元) | | 3931.HK | 中创新航 | 7466.28 | 71.39 | 474.27 | | 0666.HK | 瑞浦兰钧 | 3231.90 | 46.14 | 296.22 | | 0751.HK | 创维集团 | 12177.82 | 28.26 | 82.11 | | 2582.HK | 國富氢能 | 353.30 | 25.96 | 61.61 | | 9660.HK 地平线机器人-W | | 186910.32 | 24.80 | 1418.67 | | 2429.HK | 友宝在线 | 13816 ...

Core Insights - The recent press conference highlighted significant advancements in the exploration and development of mineral resources, with 534 new large and medium-sized oil and gas fields and mineral sites discovered, supporting high-quality economic development during the "14th Five-Year Plan" period [1][2][3] Industry Developments - The Ministry of Natural Resources has completed the goals set for the "14th Five-Year Plan," effectively supporting high-quality economic and social development [1][6] - A total investment of nearly 450 billion yuan has been made in the new round of mineral exploration, leading to major breakthroughs in energy resource security and optimization of resource structure [3] - Major discoveries in the energy sector include 10 large oil fields and 19 large gas fields, with significant geological reserves of coalbed methane added, particularly in the Ordos Basin, which saw over 300 billion cubic meters of newly proven reserves [3][4] Strategic Mineral Resources - The exploration of strategic minerals such as oil, gas, copper, and lithium has achieved major breakthroughs, with the discovery of a significant lithium mineral belt across four provinces, covering 2,800 kilometers [4] - New resource bases are emerging alongside revitalization of old ones, with notable discoveries in various provinces, including a potential world-class gold mine in Liaoning [4] Future Plans - The Ministry of Natural Resources plans to continue promoting the new round of mineral exploration and development efforts to ensure energy resource security [5]

Core Viewpoint - The article highlights significant advancements in mineral resource exploration and development in China, particularly in oil and gas, which have positively impacted the stock market, especially in the oil extraction sector [1][4]. Group 1: Mineral Resource Discoveries - A total of 534 new large and medium-sized oil and gas fields and mineral sites have been discovered, marking a major breakthrough in the exploration and development of strategic mineral resources [4]. - The Ministry of Natural Resources has completed the goals set in the "14th Five-Year Plan," effectively supporting high-quality economic and social development [4]. Group 2: Investment Impact - Following the announcement, the A-share oil extraction sector saw a significant surge, with companies like Tongyuan Petroleum rising over 14%, Keli Co. increasing by over 10%, and several others hitting the daily limit [1][2]. Group 3: Financial Commitment and Achievements - Nearly 450 billion yuan has been invested in the new round of mineral exploration, leading to substantial breakthroughs in energy resource security and optimization of resource structure [4]. - Major discoveries include 10 large oil fields and 19 large gas fields, with significant geological reserves added in the Ordos Basin, totaling over 300 billion cubic meters [4]. Group 4: Emerging Resource Bases - New resource bases are emerging alongside revitalization of old ones, with notable discoveries in various provinces, including a potential world-class gold mine in Liaoning [5]. - The lithium mining sector has seen the discovery of a significant "Asian lithium belt," spanning 2,800 kilometers across multiple provinces, indicating a strong future for lithium resources [5]. Group 5: Future Plans - The Ministry of Natural Resources plans to continue promoting the new round of exploration strategies, enhancing exploration and development efforts to secure energy resources [6].

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index showed stronger performance. Oil and gas stocks collectively surged, with Junyou Co. hitting the daily limit. The film and tourism sectors were active, with Jinyi Film also reaching the daily limit. However, lithium and photovoltaic stocks in the new energy sector declined, with Shanneng Electric dropping nearly 10% [1]. Key Highlights 1. **PCB and Computing Power** - The PCB sector saw significant gains, with stocks like Dongshan Precision, Yidun Electronics, and Jingwang Electronics hitting the daily limit. Shenghong Technology rebounded with a 12% increase. In the computing power sector, stocks such as Bojie Co. and Chunzong Technology also reached the daily limit. Oracle's first-quarter earnings report revealed strong growth prospects in its AI business, leading to a post-market surge of over 27% in its stock price [4][5][6]. 2. **Oil Services** - The oil service sector performed well, with companies like Shandong Molong, Junyou Co., and Yunnan Energy Investment all hitting the daily limit. A recent explosion in Qatar and subsequent military actions have influenced oil prices, with WTI crude oil futures rising by 1% [8][9]. Analysts predict that the oil service sector will continue to recover, supported by OPEC's production cuts and rising capital expenditures [10]. 3. **Domestic Chips** - The domestic chip sector rebounded, with Tianpu Co. achieving an 11-day consecutive limit increase. Other stocks like Shenghui Integration and Dagang Co. also hit the daily limit. The approval of a significant fundraising plan for Cambrian Technology and the announcement of a stock incentive plan by Haiguang Information have catalyzed this rebound [11][12]. 4. **AI Infrastructure Demand** - The global demand for AI infrastructure is surging, driven by substantial investments from major tech companies. The capital expenditure of six major U.S. tech firms reached $99.973 billion, a 77% year-on-year increase. The global data center market is expected to grow significantly, with projections indicating it will reach $163.25 billion by 2027 [7]. 5. **Other Active Sectors** - Other sectors such as solid-state batteries, robotics, and consumer goods have seen active trading, while pharmaceuticals and energy storage have experienced declines [13].

Market Performance - The specialized equipment sector increased by 0.53% on September 10, with Zhuolang Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers - Zhuolang Intelligent (600545) closed at 3.05, up 10.11% with a trading volume of 764,100 shares and a transaction value of 229 million [1] - Shandong Molong (002490) closed at 6.17, up 9.98% with a trading volume of 654,000 shares and a transaction value of 396 million [1] - Yingweike (002837) closed at 72.33, up 7.71% with a trading volume of 1,048,400 shares and a transaction value of 7.497 billion [1] Top Losers - Kexin Electromechanical (300092) closed at 18.95, down 6.74% with a trading volume of 476,500 shares and a transaction value of 916 million [2] - Weiling Co., Ltd. (002667) closed at 11.78, down 5.84% with a trading volume of 246,500 shares and a transaction value of 294 million [2] - Lingge Technology (833284) closed at 27.31, down 4.71% with a trading volume of 81,200 shares and a transaction value of 223 million [2] Capital Flow - The specialized equipment sector saw a net inflow of 769 million from institutional investors, while retail investors experienced a net outflow of 412 million [2][3] - Major stocks like Yingweike and Shandong Molong attracted significant net inflows from institutional investors, indicating strong interest [3]

Group 1 - The core viewpoint of the article highlights significant stock price increases for several companies in the oil and gas sector, indicating a positive market sentiment [1][2] Group 2 - Junyou Co. and Shandong Molong have reached their daily limit up, reflecting strong investor interest [1] - Tongyuan Petroleum and Keli Co. have seen stock price increases exceeding 10%, suggesting robust performance and market confidence [1] - Other companies such as Shouhua Gas, Beiken Energy, Zhongman Petroleum, and Qianeng Huanxin also experienced stock price increases, indicating a broader trend in the industry [1]

Group 1 - Shandong Molong (00568) saw a nearly 11% increase in stock price, reaching HKD 4.48 with a trading volume of HKD 4.57 billion [1] - The geopolitical risk in the Middle East has been heightened due to an attack by Israel in Qatar, with WTI crude oil futures closing at USD 62.63 per barrel, up 0.59%, and Brent crude oil futures at USD 66.39 per barrel, up 0.56% [1] - An explosion occurred in the Katara area of Doha, Qatar, leading to a precise strike by the Israeli Defense Forces on senior Hamas leadership [1] Group 2 - Despite the resurgence of conflict in the Middle East, Huatai Futures suggests that the market has recognized that such conflicts are unlikely to impact energy infrastructure, indicating limited fundamental effects on crude oil [1]

Group 1 - Shandong Molong (002490) shares increased by nearly 11%, reaching 4.48 HKD with a trading volume of 4.57 billion HKD [1] - The geopolitical risk in the Middle East has been heightened due to an attack by Israel in Qatar, with WTI crude oil futures closing at 62.63 USD per barrel, up 0.59%, and Brent crude oil futures at 66.39 USD per barrel, up 0.56% [1] - A bombing incident occurred in the Katara area of Doha, Qatar, leading to a joint statement from the Israeli Defense Forces and the Israeli Security Agency confirming a precise strike on Hamas leadership [1] Group 2 - Despite the resurgence of conflict in the Middle East, Huatai Futures suggests that the market has recognized that such conflicts are unlikely to impact energy infrastructure, indicating limited fundamental effects on crude oil [1]