Group 1 - Recent geopolitical tensions have led to a rapid increase in international crude oil prices, with Brent crude reported at $72.79 per barrel and domestic crude futures rising by 5.43% [1] - The market anticipates an increase in demand for oil and gas exploration, development, and equipment maintenance due to rising oil prices and concerns over energy supply stability [1] - Companies in the oil and gas equipment sector, such as Shandong Molong and China Petroleum, have seen their stocks surge, with several hitting the daily limit up on June 16 [1] Group 2 - Leading domestic oil service equipment companies, such as Yantai Jereh Petroleum Service Group and Suzhou Neway Valve, have experienced explosive growth in orders from the Middle East [2] - Jereh's overseas business revenue is projected to reach 45.2% in 2024, with a 100% year-on-year increase in orders from the Middle East [2] - The oil service equipment industry is witnessing a recovery in capital expenditure due to sustained high international crude oil prices, leading to increased demand for oil and gas equipment and services [2]

证券代码：002828 证券简称：贝肯能源 公告编号：2025-062 贝肯能源控股集团股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况 贝肯能源控股集团股份有限公司（以下简称"公司"）股票（证券简称：贝 肯能源，证券代码：002828）在 2025 年 6 月 13 日、2025 年 6 月 16 日连续两个 交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的 有关规定，属于股票交易异常波动的情况。 二、公司关注及核实情况的说明 针对公司股票交易异常波动的情况，公司进行了自查，并向公司控股股东、 实际控制人就相关事项进行了书面核实，现就有关情况说明如下： 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、截至目前，公司生产经营情况正常，不存在内外部经营环境、相关业务 发生重大变化的情形。 4、截至本公告披露日，公司正在筹划控制权变更事项，若本次权益变动事 项顺利完成，公司控股股东、实际控制人将变更为陈东先生。具体内容详见 ...

贝肯能源(002828.SZ)公告称，公司股票在2025年6月13日、2025年6月16日连续两个交易日收盘价格 涨 幅偏离值累计超过20%，属于股票交易异常波动情况。经核查，公司前期披露的信息不存在需要更正、 补充之处，未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信 息。公司生产经营情况正常，不存在内外部经营环境、相关业务发生重大变化的情形。截至本公告披露 日，公司正在筹划控制权变更事项。除已披露信息外，公司不存在根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等。 ...

| 板块名称 | 治區� | 主力金额 | 板块名称 | 涨幅备 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 油气开采及服务 | +4.42% | -10.27 乙 | 贵金属 | -1.79% | -4.88 7. | | 游戏 | +3.50% | +8.01 乙 | 毛发医疗 | -1.07% | -1.26 Z. | | 影视院线 | +3.09% | +13.447. | 青蒿素 | -0.97% | -7111万 | | 风电设备 | +2.96% | +4.03 7. | 兵装重组概念 | -0.95% | -2.17 亿 | | 可燃冰 | +2.77% | -4.72 Z | 机场航运 | -0.82% | +2182万 | | 电子身份证 | +2.70% | +7.60 7. | 金属锌 | -0.79% | -3.03 7. | | 快手概念 | +2.70% | +15.43 7. | 汽车服务及其他 | -0.79% | +17317 | | Web3.0 | +2.68% | +10.15 7 | 美容护理 | -0.75% ...

Core Viewpoint - The article highlights the current performance of various sectors in the stock market, with a focus on the oil and gas sector showing strong gains amidst geopolitical uncertainties and a supportive long-term outlook for oil supply and demand [1][5]. Sector Performance Summary - The oil and gas extraction and service sector has seen a significant increase of 4.42%, with major stocks like Zhen Oil and Beiken Energy hitting the daily limit [2][4]. - Other sectors showing positive performance include gaming (+3.50%), film and cinema (+3.09%), and wind power equipment (+2.96%), while sectors like precious metals (-1.79%) and traditional liquor (-0.79%) experienced declines [2]. - The overall market saw over 3,300 stocks rising, indicating a broad-based rally [1]. Institutional Insights - Everbright Securities maintains a positive long-term outlook on the "Big Three" oil companies and the oil service sector, citing a favorable supply-demand balance in the oil market [5]. - Minsheng Securities suggests monitoring geopolitical developments and OPEC+ production levels, recommending investments in resilient oil companies with strong resource advantages [5]. - Fund manager Wang Zhangliang notes that while the A-share market is currently in a weak technical phase, it is supported by fundamentals, with a focus on oil and gas as a leading sector [7]. - Guotai Junan Securities emphasizes the importance of technology and new production capabilities, suggesting a "dumbbell strategy" for investment, balancing between technology growth and stable consumer sectors [7].

油气股延续涨势，准油股份（002207）、贝肯能源（002828）涨停，洲际油气（600759）、通源石油 （300164）、海油发展（600968）、中曼石油（603619）等集体高开。 暗盘资金一眼洞悉庄家意图>> ...

图片源自新华社 受国际油价提振，A股方面，油气开采和服务等相关板块大涨。洲际油气（600759.SH）、贝肯能源 （002828.SZ）、通源石油（300164.SZ）、中曼石油（603619.SH）、石化油服（600871.SH）等多股开盘后迅速 涨停，至当日收盘未打开涨停板。 消息面上，据央视消息，当地时间6月13日，以色列空军对伊朗境内数十个与核计划和其他军事设施相关的目标发 动空袭。以色列总理内塔尼亚胡发表电视讲话称，不久前以色列发起了针对伊朗核设施的军事行动，旨在阻止伊 朗对以色列的威胁。此次行动将持续数日，直至消除这一威胁为止。伊朗国家电视台证实，伊朗伊斯兰革命卫队 总司令侯赛因·萨拉米（Hossein Salami）当天遇袭身亡。另据央视记者获悉，初步统计还有6名伊朗核科学家在当 天的袭击中身亡。 伊朗掌控着中东最重要的石油通道霍尔木兹海峡，该海峡承担全球近四成石油出口供应。分析人士认为，一旦以 伊冲突造成该海峡封闭，势必会在短时间内大举推高油价。 中东地缘局势骤然升级，推动基本面多日疲软的国际油价大涨。北京时间6月13日早上8点左右，WTI纽约原油期 货、布伦特（Brent）原油价格双双跳涨， ...

Group 1: Oil Market Overview - WTI crude oil futures surged over 7%, currently priced at $73.39, while domestic crude oil futures hit a limit up at 535.2 yuan per barrel [1] - Oil and gas stocks opened significantly higher, with Tongyuan Petroleum reaching a 20% limit up, and several other stocks like Beiken Energy and Zhun Oil also hitting their limits [1] Group 2: Stock Performance - Notable stock performances include: - Keli Co., Ltd. up 26.22% at 39.95 - Tongyuan Petroleum up 19.91% at 5.06 - Potential Energy up 11.42% at 22.25 - Beiken Energy up 10.03% at 10.09 - Zhun Oil up 9.94% at 6.86 [2] Group 3: Domestic Oil Price Adjustments - The next round of domestic oil price adjustments is set to open on June 17, with predictions of a price increase due to rising international oil prices [2] - The current oil change rate indicates a 2.25% increase, predicting a rise of 135 yuan per ton for gasoline and diesel, translating to an increase of 0.10 to 0.12 yuan per liter [3]

Core Viewpoint - The article highlights a significant surge in crude oil prices, with WTI crude futures rising over 7% to $73.39, and domestic crude futures reaching a limit up at 535.2 yuan per barrel. This price increase has positively impacted oil and gas stocks, leading to substantial gains for several companies in the sector. Group 1: Oil Price Movement - WTI crude futures experienced a daily increase of over 7%, currently priced at $73.39 [1][2] - Domestic crude futures main contract hit the limit up, reported at 535.2 yuan per barrel [1][2] Group 2: Stock Performance - Oil and gas stocks opened significantly higher, with Tongyuan Petroleum hitting a 20% limit up [1] - Other companies such as Beiken Energy and Zhun Oil Co. also reached their limit up [1] - Additional stocks like Zhongman Petroleum, Qian Neng Heng Xin, and others showed notable gains, contributing to a bullish sentiment in the sector [1]

Group 1 - WTI crude oil futures surged over 7% in a single day, currently priced at $73.39; domestic crude oil futures main contract hit the daily limit, priced at 535.2 yuan per barrel [1][2] - Oil and gas stocks opened significantly higher, with Tongyuan Petroleum reaching a 20% limit up, and other stocks like Beiken Energy and Zhun Oil also hitting the limit [1][2] - Notable stock performances include Keli Co. (+26.22%), Tonglue Shinao (+19.91%), and Qianeng Hengxin (+11.42%) among others, reflecting a strong market response to rising oil prices [2]