Core Viewpoint - The Shandong state-owned enterprise reform sector experienced a slight increase of 0.36% on February 6, with Shandong Molong leading the gains, while the Shanghai Composite Index fell by 0.25% and the Shenzhen Component Index decreased by 0.33% [1] Group 1: Market Performance - On February 6, the Shandong state-owned enterprise reform sector rose by 0.36% [1] - The Shanghai Composite Index closed at 4065.58, down 0.25% [1] - The Shenzhen Component Index closed at 13906.73, down 0.33% [1] Group 2: Capital Flow - The main funds in the Shandong state-owned enterprise reform sector had a net outflow of 429 million yuan [1] - Retail investors contributed a net inflow of 354 million yuan [1] - Speculative funds saw a net inflow of approximately 7.51 million yuan [1]

Group 1 - The core point of the article is the appointment of Zhang Yusong as the secretary of the 10th board of directors of ST Zhongzhu, effective from the date of the board's approval until the end of the 10th board's term [1] - The appointment was made following the relevant regulations including the Company Law and the Shanghai Stock Exchange Listing Rules [1] - Chairman Chen Xu will no longer act as the secretary of the board following this appointment [1]

Group 1 - Shandong Molong (002490) shares rose over 9% in the afternoon, currently up 8.12% at 4.13 HKD, with a trading volume of 239 million HKD [1] - Geopolitical risks in the Middle East are impacting oil and gas stocks, with the U.S. State Department issuing a security warning regarding Iran [1] - The U.S. government is urging citizens to leave Iran and prepare for self-reliant exit plans due to heightened security measures in the country [1] Group 2 - Ongoing nuclear negotiations between Iran and the U.S. are scheduled to take place in Oman, indicating potential developments in the geopolitical landscape [1]

Core Viewpoint - Shandong Molong (00568) experienced a significant stock price increase, rising over 9% at one point and closing up 8.12% at HKD 4.13, with a trading volume of HKD 239 million, amid heightened geopolitical risks in the Middle East affecting oil and gas stocks [1]. Group 1: Company Performance - Shandong Molong's stock price rose to HKD 4.13, marking an increase of 8.12% [1]. - The trading volume reached HKD 239 million, indicating strong market interest [1]. Group 2: Industry Context - Geopolitical tensions in the Middle East are impacting oil and gas stocks, with the U.S. State Department issuing a security warning regarding Iran [1]. - The warning advises U.S. citizens to leave Iran and prepare for potential emergencies, reflecting the ongoing instability in the region [1]. - Negotiations regarding nuclear issues between Iran and the U.S. are scheduled to take place in Oman, which may further influence market sentiment [1].

Core Viewpoint - The deep earth economy sector experienced a decline of 2.32% on February 5, with Shandong Molong leading the drop [1] Market Performance - The Shanghai Composite Index closed at 4075.92, down 0.64% [1] - The Shenzhen Component Index closed at 13952.71, down 1.44% [1] Capital Flow - The deep earth economy sector saw a net outflow of 562 million yuan from main funds, while retail investors contributed a net inflow of 733 million yuan [1] - Speculative funds experienced a net outflow of 171 million yuan [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 山東墨龍石油機械股份有限公司 ("本公司") 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00568 | 說明 | | | 本公司股本中每股面值人民幣1.00元的在香港聯合交易所有限公司上市的普通海外上市外資股，以港幣買賣 | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 256,126,400 | RMB | | 1 RMB | | 256,126,400 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 256,126,400 | RMB | | ...

Group 1 - Oil and oil service stocks experienced a decline in early trading, with Shandong Molong down 8.6% to HKD 3.93, Sinopec Oilfield down 7.22% to HKD 0.9, CNOOC Oilfield down 1.98% to HKD 8.4, CNOOC down 2.87% to HKD 23.68, and PetroChina down 2.16% to HKD 9.08 [1] - WTI crude oil fell by 4% and Brent crude oil dropped by over 5% [1] - Iranian Foreign Minister Zarif indicated the possibility of reaching a fair agreement with the U.S., and an Iranian official stated that there are no plans for military exercises in the Strait of Hormuz, contradicting previous reports [1] Group 2 - Huatai Futures reported that the recent rise in oil prices is attributed to a combination of geopolitical, macroeconomic, and liquidity factors [2] - The macro sentiment and potential stabilization of the dollar may reduce the upward pressure on oil prices, while liquidity factors could also retreat [2] - The situation in Iran remains tense, particularly in the Strait of Hormuz, which is a critical oil export chokepoint, necessitating close monitoring of developments [2]

截至发稿， 山东墨龙(00568.HK)跌7.21%、中石化油服(01033.HK)跌5.15%、华商能源(00206.HK)跌 1.72%。消息面上，WTI原油期货下跌3.37%，报63.01美元。 ...

Group 1 - Oil and gas stocks opened significantly lower, with Tongyuan Petroleum, Zhongman Petroleum, Jun Oil Co., and Shandong Molong hitting the daily limit down, while Keli Co. fell over 14% [2] - Brent crude oil futures saw an expanded decline of 3%, trading at $67.208 per barrel [2]

Market Overview - The specialized equipment sector experienced a decline of 1.85% on January 29, with Zhejiang Mining leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Gainers in Specialized Equipment Sector - Keda Manufacturing (600499) saw a closing price of 16.26, with a significant increase of 10.01% and a trading volume of 562,100 shares [1] - Shandong Molong (002490) closed at 9.78, up 8.07%, with a trading volume of 1,401,500 shares and a transaction value of 1.315 billion [1] - New Meixing (300509) closed at 15.91, increasing by 6.28% with a trading volume of 299,000 shares [1] - Deshi Co., Ltd. (301158) closed at 26.83, up 6.09%, with a trading volume of 249,400 shares [1] - Zhanpeng Technology (603488) closed at 11.15, increasing by 5.89% with a trading volume of 297,100 shares [1] Top Losers in Specialized Equipment Sector - Zhejiang Mining (300837) closed at 56.40, down 12.41%, with a trading volume of 114,700 shares and a transaction value of 660 million [2] - Yunjiji Group (001288) closed at 37.27, down 8.72%, with a trading volume of 140,200 shares [2] - Lansi Heavy Industry (603169) closed at 10.34, down 8.09%, with a trading volume of 779,900 shares [2] - Chip Microelectronics (688630) closed at 173.70, down 8.00%, with a trading volume of 74,300 shares [2] - Hongming Co., Ltd. (301105) closed at 50.54, down 7.35%, with a trading volume of 17,400 shares [2] Capital Flow Analysis - The specialized equipment sector saw a net outflow of 2.408 billion from main funds, while speculative funds had a net inflow of 1.015 billion, and retail investors saw a net inflow of 1.393 billion [2] - Notable net inflows from main funds included Aerospace Engineering (603698) with 81.18 million and Keda Manufacturing (6600009) with 74.26 million [3] - Significant net outflows from retail investors were observed in Haomai Technology (002595) with -98.48 million and Keda Manufacturing (6600009) with -43.18 million [3]