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>> ...

Market Overview - Major global stock indices experienced a significant decline on June 13, with the Nikkei 225 down 0.89% to 37,834.25 points, and the South Korean Composite Index down 0.87% to 2,894.62 points [1] - European indices also opened lower, with the Euro Stoxx 50, DAX 30, and CAC 40 all dropping over 1% [1] - In the US pre-market trading, all three major indices' futures fell over 1% [1] - The A-share market saw a broad pullback, with the Shanghai Composite Index down 0.75% to 3,377 points and the Shenzhen Component down 1.1% to 10,122.11 points [1] Sector Performance - Nearly 4,500 stocks in the market were in the red, with retail, liquor, and food and beverage sectors experiencing collective declines; Guizhou Moutai fell over 2% [2] - The oil sector saw significant gains, with companies like Keli Co. and Tongyuan Petroleum hitting the daily limit [2][4] - Military trade concepts surged, with Aerospace Nanhua rising over 17% [9] - Gold-related stocks also increased, with companies like Cuihua Jewelry and Western Gold reaching the daily limit [8] Oil Sector Insights - The oil sector experienced a substantial rally, with Keli Co. and Tongyuan Petroleum both hitting the daily limit of 30% and 20% respectively [4] - International oil prices surged, with WTI crude oil rising over 14% to a peak of $77.62 per barrel, and Brent crude oil increasing over 13% to $78.5 per barrel [4] - The geopolitical situation in the Middle East has raised concerns about oil supply, despite OPEC+ being in a production increase phase [7] Military Trade Sector - Military trade stocks saw a strong upward trend, with Aerospace Nanhua increasing over 17% and several other companies rising over 10% [9] - The ongoing geopolitical conflicts, particularly the India-Pakistan situation, have led to a reassessment of military trade logic, potentially providing higher profit margins for domestic military products [11] - Increased military spending globally due to rising geopolitical tensions is expected to boost demand for military imports [11]

全球股市巨震。 6月13日，亚太主要股指集体走低，日经225指数收盘跌0.89%报37834.25点，韩国综合指数跌0.87%报2894.62点，新西兰标普50指数跌0.76%报12552.87点。 受中东地缘局势急剧升温影响，国际油价大幅拉升，WTI原油主力合约盘中一度涨超14%，最高升至77.62美元/桶；布伦特原油主力合约一度涨超13%，最高升至 78.5美元/桶。国内方面，上海原油主力合约一度涨停。 消息面上，据央视新闻报道，当地时间12日凌晨，以色列对伊朗发动袭击。13日早间，以色列国防军发言人埃菲·戴弗林发布视频声明称，当天凌晨以军共出动超过 200架战机参与对伊朗的首轮空袭，其间共投下330多枚弹药，打死了伊朗高级军事领导人以及其他指挥官。他同时称，过去几小时内，伊朗方面向以色列发射了 100多架无人机，目前以军正在努力拦截这些无人机。 A股市场全线回调，深证成指、创业板指跌逾1%；港股亦走弱，恒生科技指数跌近2%。截至收盘，沪指放量跌0.75%报3377点，深证成指跌1.1%报10122.11点，创 业板指跌1.13%报2043.82点，北证50指数跌2.92%，沪深北三市合计成交15041亿 ...

Market Overview - The Shanghai Composite Index fell by 0.75% on June 13, with only three sectors experiencing gains, led by the oil and petrochemical sector, which rose by 2.05% [2] - The defense and public utilities sectors also saw increases of 1.72% and 0.48%, respectively [2] - Conversely, the beauty and personal care sector and the media sector faced declines of 4.12% and 2.53% [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.673 billion yuan, with 24 sectors experiencing net outflows [2] - The computer sector had the largest net outflow of 7.043 billion yuan, followed by the automotive sector with 5.428 billion yuan [2] - In contrast, the defense and military industry saw a net inflow of 2.570 billion yuan, while the oil and petrochemical sector had a net inflow of 1.512 billion yuan [2] Oil and Petrochemical Sector Performance - The oil and petrochemical sector experienced a 2.05% increase, with a total net capital inflow of 1.512 billion yuan [3] - Out of 48 stocks in this sector, 34 stocks rose, with 8 hitting the daily limit, while 12 stocks declined [3] - The top three stocks with significant net inflows included Tongyuan Petroleum (2.41 billion yuan), China National Offshore Oil Corporation (2.38 billion yuan), and Continental Oil (2.09 billion yuan) [3][4] Individual Stock Performance - The top-performing stock in the oil and petrochemical sector was Tongyuan Petroleum, which increased by 19.91% with a turnover rate of 36.47% and a capital flow of 241.26 million yuan [4] - Other notable performers included China National Offshore Oil Corporation (up 2.98%, capital flow of 238.03 million yuan) and Continental Oil (up 9.95%, capital flow of 208.67 million yuan) [4] - Conversely, the stocks with the largest capital outflows included Qianeng Hesheng (7.607 million yuan), Rongsheng Petrochemical (2.194 million yuan), and Hengtong Co. (1.711 million yuan) [5]

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]

Group 1: Oil Market Impact - WTI crude oil futures surged by 13% following Israel's airstrikes on Iran, which targeted nuclear facilities and military sites [1][3] - Iran accounts for 2% of global oil exports, and any disruption in supply could lead to significant price increases [3] - Historical trends suggest that geopolitical conflicts typically have a short-term impact on oil prices, with potential resistance at Brent prices above $70 due to ongoing OPEC+ production plans and U.S. shale oil production [3][5] Group 2: Gold Market Reaction - Gold prices rose to $3,435 per ounce as investors sought safe-haven assets amid heightened geopolitical risks [1][4] - The increase in gold ETF holdings indicates a shift in market risk appetite, although high interest rates from the Federal Reserve pose a long-term challenge for gold prices [4] - A potential easing of geopolitical tensions could lead to a correction in gold prices, suggesting caution for investors considering entering at current levels [4][5] Group 3: U.S. Policy Considerations - The U.S. stance on the situation is complex, with mixed signals regarding involvement in the conflict, which could further impact oil exports from Iran [5] - Any U.S. actions to restrict Iranian oil exports could lead to a second wave of price increases, although the likelihood of such actions remains low [5]

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]

Core Viewpoint - A-shares in the oil and gas sector experienced a significant surge in opening prices, driven by geopolitical tensions and rising crude oil prices [1] Group 1: Market Reaction - Companies such as Tongyuan Petroleum, Beiken Energy, Zhongman Petroleum, and Zhunyou Co. reached their daily price limit [1] - Potential Energy surged over 17%, while other companies like Xinjin Power, Huibo, and Renzhi also opened high [1] Group 2: External Factors - The spike in oil and gas stocks is attributed to Israel's attack on Iran, which has led to an increase of over 8% in both Brent and WTI crude oil futures [1]