Market Overview - The Hang Seng Index (HSI) experienced a slight decline of 0.12%, closing at 23,864.2 points, while the Tech Index rose by 0.15%, ending at 5,247.45 points [1] Sector Performance - The energy equipment and services sector continued its upward trend, with shale gas and natural gas sectors showing significant gains [1] - The real estate services sector faced a downturn, and pharmaceutical stocks also saw declines [1] Notable Stock Movements - Shandong Molong (00568.HK) surged by 33.66% - Jinhui Holdings (09993.HK) increased by 68% - Baikin Oilfield Services (02178.HK) rose by 55% - Hongye Futures (03678.HK) gained 14.4% - Kingsoft Corporation (03888.HK) climbed by 10.8% - Chow Tai Fook (01929.HK) increased by 6.5% - Xiaomi Group (01810.HK) rose by 3.85% - WuXi Biologics (02269.HK) fell by 6.4% [1]

Group 1: Oil Price Movement - International oil prices continued to rise, with Brent crude futures up by $0.62 (0.83%) to $75.12 per barrel and WTI crude up by $1.04 (1.43%) to $74.02 per barrel as of 10:07 AM Beijing time [2] - Last Friday, both major crude oil futures rose by 7%, with intraday spikes exceeding $4, marking the highest levels since January and the largest single-day increase since the Russia-Ukraine conflict began in March 2022 [5] Group 2: Stock Performance - A-share oil and gas stocks surged, with Tongyuan Petroleum rising over 17%, and other companies like Junyou Co., Beiken Energy, and Intercontinental Oil & Gas also seeing significant gains [5] - Hong Kong-listed Baikin Oil Services surged over 66%, while Shandong Molong rose over 35%, with a cumulative increase of 129% over the past two trading days [6][7] Group 3: Geopolitical Tensions - The conflict between Israel and Iran escalated, with mutual attacks on energy infrastructure, including Israel's strikes on Iran's gas processing facilities and oil storage [9] - Concerns about the potential closure of the Strait of Hormuz, a critical shipping route for approximately 18-19 million barrels of oil per day, have intensified due to the ongoing conflict [12][15] - Analysts warn that a closure of the Strait could push oil prices above $100 per barrel, with worst-case scenarios predicting prices could soar to $120-130 per barrel [15]

Group 1 - The core viewpoint of the article highlights the strong performance of oil and gas equipment stocks in the Hong Kong market, particularly noting the significant rise in share prices of specific companies [1] Group 2 - Shandong Molong (00568.HK) experienced a notable increase of 14.85% [1] - Sinopec Oilfield Service (01033.HK) saw a rise of 8.75% [1] - Dali Group Holdings (01921.HK) increased by 2.96% [1] - CIMC Enric Holdings (03899.HK) rose by 2.04% [1]

Group 1 - Shandong Molong's A-shares closed at 4.35 yuan with a strong limit-up, while H-shares saw a peak increase of 160% before closing at a 75.65% rise, with a trading volume of 7.468 billion yuan and a turnover rate of 672.8% [1] - The company's products, including oil casings, line pipes, and sucker rods, are primarily sold in major oil-producing regions such as Africa, South America, the Middle East, Central Asia, and Southeast Asia, covering over 50 countries and regions [1] - For 2024, Shandong Molong is projected to achieve an operating revenue of 1.356 billion yuan, a year-on-year increase of 2.95%, but is expected to incur a net loss of 44.64 million yuan, indicating weak profitability [1] Group 2 - Shandong Molong was previously classified as a ST stock and only had its risk warning lifted on May 6, leading to a surge in A-shares and a significant increase of 188.51% in H-shares [2] - The actual impact of the Israeli attack on Iran is estimated to have a limited effect on oil exports, with Iran's projected oil export volume for 2025 being around 1.7 to 1.8 million barrels per day, accounting for only about 4% of global oil exports [2] - Recent reports indicate that Iran's energy infrastructure remains intact, with oil facilities and fuel supply operating normally, which has tempered market speculation [2]

Group 1 - The Israeli airstrikes on Iran have raised concerns about potential disruptions to Middle Eastern oil supplies, leading to a significant increase in international oil prices [2][3] - On June 13, Brent crude oil surged over 13% to $78.5, while WTI crude rose by 14% to $77.62, indicating a volatile market response to geopolitical tensions [2] - Iran's oil production is projected to reach 200 million tons in 2024, accounting for 4% of global oil output, with the Strait of Hormuz being a critical route for approximately 30% of global seaborne oil trade [2][3] Group 2 - Market analysts suggest that a strong blockade of the Strait of Hormuz by Iran could significantly impact global oil supply, with Morgan Stanley estimating a potential reduction of 2.1 million barrels per day in Iranian oil exports [3] - Current oil prices are around $70, which is approximately $4 higher than the estimated fair value of $66, indicating that the market has priced in a 7% probability of worst-case scenarios [3] - The geopolitical situation has created a favorable environment for oil and gas exploration and production companies, as well as oilfield service providers, potentially leading to structural investment opportunities [3]

Core Points - The board of directors of Shandong Molong Petroleum Machinery Co., Ltd. has approved the appointment of Mr. Wang Zhongwen as the vice general manager, effective from the date of board approval until the end of the eighth board term [1][2] - Mr. Wang possesses the necessary qualifications for the role and does not fall under any disqualifications as per the Company Law and relevant regulations [1][3] - Mr. Wang has a background in various governmental and corporate roles, including positions in the Shouguang municipal government and as chairman of the Shouguang Public Transport Company [3] Company Information - Shandong Molong Petroleum Machinery Co., Ltd. is committed to ensuring the accuracy and completeness of its information disclosure [1] - The company follows its articles of association and relevant regulations in the appointment process of its senior management [1][3] Management Background - Mr. Wang Zhongwen, born in March 1970, has a bachelor's degree and has held multiple positions in public service and corporate governance [3] - As of the announcement date, Mr. Wang does not hold any shares in the company and has no connections with other major shareholders or management [3]

Core Viewpoint - Shandong Molong Petroleum Machinery Co., Ltd. is preparing for its 2024 Annual General Meeting (AGM) scheduled for June 27, 2025, and has received a proposal for the election of additional directors from its controlling shareholder, Shouguang Molong Holdings Co., Ltd. [1][2] Group 1 - The company announced the AGM will be held in a hybrid format, combining on-site and online voting [1] - Shouguang Molong Holdings Co., Ltd. holds 235,617,000 A shares, representing 29.53% of the company's total share capital [1] - The board of directors has agreed to submit the proposal for the election of additional directors to the AGM for consideration [1] Group 2 - A supplementary notice regarding the AGM has been published on various financial news platforms [2]

Core Viewpoint - The company plans to utilize its temporarily idle funds for short-term cash management, aiming to enhance investment returns while ensuring operational liquidity and safety [1][2]. Group 1: Meeting Details - The company's eighth supervisory board held its second meeting on June 13, 2025, with all three supervisors present, complying with the Company Law and Articles of Association [1]. - The meeting was convened via written, telephone, or email notifications [1]. Group 2: Cash Management Proposal - The company intends to use up to RMB 200 million of its temporarily idle funds for short-term cash management, specifically to purchase high-security, liquid bank financial products [1][2]. - The investment period for these financial products is set for 12 months, with the possibility of rolling usage within the specified limit [1]. Group 3: Supervisory Board Approval - The supervisory board concluded that the proposed use of idle funds for cash management would not affect the company's daily operations and would help improve cash returns while reducing financial costs [2].

根据 2025 年 7 月 1 日生效的《香港联合交易所有限公司证券上市规则》（以 下简称"《香港上市规则》"）中有关提名委员会的规定，上市公司应委任至少 一名不同性别的董事加入提名委员会。为确保公司遵守《香港上市规则》的最新 规定，公司于 2025 年 6 月 13 日召开第八届董事会第五次临时会议，审议通过了 《关于调整董事会提名委员会委员的议案》，董事会选举张敏女士为公司第八届 董事会提名委员会委员。调整后董事会提名委员会主席及委员名单如下： 提名委员会 委员会主席：张秉纲先生 证券代码：002490 证券简称：山东墨龙 公告编号：2025-039 山东墨龙石油机械股份有限公司 关于调整董事会提名委员会委员的公告 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。 新补选委员的任期自本次董事会审议通过之日起至第八届董事会任期届满 之日止。 特此公告。 山东墨龙石油机械股份有限公司董事会 二〇二五年六月十三日 委员：韩高贵先生、张敏女士、张振全先生、董绍华先生 本议案已经公司董事会提名委员会审议通过。 ...

证券代码：002490 证券简称：山东墨龙 公告编号：2025-038 山东墨龙石油机械股份有限公司 关于补选董事的公告 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。 山东墨龙石油机械股份有限公司（以下简称"公司"）董事会于 2025 年 6 月 4 日收到公司董事张志永先生、马清文先生递交的书面辞职报告，张志永先 生、马清文先生因个人工作安排原因，申请辞去公司董事职务，辞职后，将不再 担任公司及其下属子公司任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》等相关法律法规及《公司章程》的相关规定，经公司董事会及 控股股东寿光墨龙控股有限公司提名，董事会提名委员会进行资格审查，公司于 2025 年 6 月 13 日召开第八届董事会第五次临时会议，审议通过了《关于补选董 事的议案》，同意补选宋广杰先生（简历见附件）为公司第八届董事会执行董事 候选人，黄炳德先生（简历见附件）为公司第八届董事会非执行董事候选人，任 期自股东大会审议通过之日起至公司第八届董事会任期届满之日止。 本次补选的董事候选人当选后，公司第八届董 ...