Group 1 - The oil and gas sector experienced an initial surge, with potential gains observed in several companies [1] - Potential Energy increased by over 10%, indicating strong market interest [1] - Tongyuan Petroleum rose by more than 7%, reflecting positive investor sentiment [1] - Other companies such as Intercontinental Oil and Gas, Zhongman Petroleum, and Sinopec Oilfield Services also saw significant upward movement [1]

Core Viewpoint - Tongyuan Petroleum (300164.SZ) announced that its chairman, Ren Yanzhong, plans to reduce his shareholding by up to 904,045 shares, representing 0.15% of the total share capital, within three months after a 15-trading-day period from the announcement date [1] Group 1 - Chairman Ren Yanzhong holds 3,616,178 shares, which is 0.61% of the company's total share capital [1] - President Yao Zhizhong, who holds 200,000 shares (0.03% of total share capital), plans to reduce his holdings by up to 50,000 shares (0.01% of total share capital) through centralized bidding [1]

Core Viewpoint - Tongyuan Petroleum (300164.SZ) announced that its chairman, Ren Yanzhong, plans to reduce his shareholding by up to 904,045 shares, representing 0.15% of the company's total share capital, within three months after a 15-trading-day period from the announcement date [1] Group 1 - Chairman Ren Yanzhong holds 3,616,178 shares, which is 0.61% of the total share capital [1] - President Yao Zhizhong, who holds 200,000 shares (0.03% of total share capital), plans to reduce his holdings by up to 50,000 shares (0.01% of total share capital) through centralized bidding [1]

Core Viewpoint - The announcement from Tongyuan Petroleum indicates that key executives plan to reduce their shareholdings in the company within a specified timeframe, which may impact investor sentiment and stock performance [1] Group 1: Shareholding Reduction - Chairman Ren Yanzhong, holding 3,616,178 shares (0.61% of total shares), intends to reduce his holdings by up to 904,045 shares (0.15% of total shares) within three months after 15 trading days from the announcement [1] - Director and President Yao Zhizhong, holding 200,000 shares (0.03% of total shares), plans to reduce his holdings by up to 50,000 shares (0.01% of total shares) through centralized bidding within the same timeframe [1]

关于董事减持股份的预披露公告 证券代码：300164 证券简称：通源石油 公告编号：2026-007 通源石油科技集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性及完整性承担个别及连带责任 董事长任延忠先生，董事、总裁姚志中先生保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、本次减持计划的情况 1 （1）任延忠先生本次减持计划的情况 持有本公司股份 3,616,178 股（占本公司总股本比例 0.61%）的董事长任延 忠先生计划自本公告披露之日起 15 个交易日后的 3 个月内以集中竞价或大宗交 易方式减持本公司股份不超过 904,045 股（占本公司总股本比例 0.15%）。 持有本公司股份 200,000 股（占本公司总股本比例 0.03%）的董事、总裁姚 志中先生计划自本公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减 持本公司股份不超过 50,000 股（占本公司总股本比例 0.01%）。 ...

从资金流向上来看，当日深地经济板块主力资金净流出4.38亿元，游资资金净流出4976.04万元，散户资 金净流入4.87亿元。深地经济板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600871 | 石化油服 | 4336.26万 | 1.87% | -1785.55万 | -0.77% | -2550.71万 | -1.10% | | 601608 | 中信重丁 | 3449.30万 | 6.04% | -2649.72万 | -4.64% | -799.58万 | -1.40% | | 002207 | 准油股份 | 3057.32万 | 4.40% | -1066.19万 | -1.53% | -1991.13万 | -2.87% | | 300191 | 潜能恒信 | 1460.45万 | 1.76% | -2855.01万 | -3.44% | 1394.57万 | 1.68% | ...

Group 1 - The A-share mining sector experienced a significant upward trend on February 3, with notable gains from companies such as Qianeng Hengxin and Tongyuan Petroleum, both rising over 8% [1] - Other companies in the sector, including Jinchengxin, Tongguan Mining Construction, Guangdong Hongda, Xinjin Power, and Keli Co., also saw increases in their stock prices [1]

Group 1: Oil and Chemical Indices Performance - The oil indices showed an overall increase, with all three oil indices rising, while all four chemical indices experienced declines [1] - The chemical raw materials index fell by 1.98%, the chemical machinery index decreased by 1.73%, the chemical pharmaceuticals index dropped by 3.11%, and the pesticide and fertilizer index declined by 2.06% [1] - In contrast, the oil processing index increased by 4.01%, the oil extraction index rose by 12.08%, and the oil trading index went up by 5.87% [1] Group 2: International Oil Prices - International crude oil prices saw a significant increase, with WTI crude oil futures settling at $65.21 per barrel, up 6.78% from January 23 [1] - Brent crude oil futures settled at $70.69 per barrel, reflecting a 7.30% increase from January 23 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases included octanol (up 8.42%), adipic acid (up 7.95%), carbon black (up 7.94%), Brent (up 7.30%), and butadiene (up 6.98%) [1] - The five petrochemical products with the largest price declines were hydrogen peroxide (down 7.66%), lithium battery electrolyte (down 7.04%), battery-grade lithium carbonate (down 5.91%), paraquat 42% mother liquor (down 5.56%), and hydrochloric acid (down 3.70%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Tongyuan Petroleum (up 63.03%), Sidike (up 60.03%), Runtu Co. (up 34.08%), Qianeng Hengxin (up 33.43%), and Sinopec Oilfield Service (up 29.66%) [2] - The five listed chemical companies with the largest stock price declines included Gaomeng New Materials (down 21.06%), Guofeng New Materials (down 19.37%), Jianghua Micro (down 19.01%), Lafang Jiahua (down 18.74%), and Shuangwei New Materials (down 16.26%) [2]

Group 1 - Trump and Modi reached a trade agreement to reduce tariffs on Indian goods from 25% to 18% and cancel an additional 25% tariff on Indian purchases of Russian oil. India committed to purchasing over $500 billion worth of U.S. goods in sectors including energy, technology, agriculture, and coal [2] - SpaceX announced the completion of its acquisition of xAI, with SpaceX valued at approximately $1 trillion and xAI at around $250 billion, resulting in a combined valuation of $1.25 trillion [2] Group 2 - The U.S. Labor Statistics Bureau will not release the January non-farm employment report due to a partial government shutdown, and the December job openings report will also be postponed [4] - U.S. stock markets saw all three major indices rise, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56%. Notable tech stocks like Intel rose nearly 5%, while Nvidia fell over 2% [5][6] - The Nasdaq Golden Dragon China Index fell 0.65%, with significant declines in Chinese stocks such as XPeng down 8.2% and BYD down 6.7% [5] Group 3 - The U.S. dollar index increased by 0.64%, while the offshore and onshore RMB showed slight fluctuations [8] - Gold and silver experienced significant volatility, with spot gold dropping over 4% and silver declining nearly 7%. WTI crude oil futures fell by approximately 4.71% [6][8] Group 4 - The Chinese manufacturing PMI for January rose to 50.3, indicating continued expansion, driven by improvements in employment and new orders [22] - Citigroup raised its GDP forecast for Hong Kong to 3.2% for the year, reflecting a more stable recovery in major industries [24]

Summary of Key Points Core Viewpoint - On February 2, a total of 44 stocks were involved with institutional investors, with 24 stocks showing net buying and 20 stocks showing net selling [1]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were: - Changfei Fiber: Net buying amount of 315 million yuan, with a price increase of 6.62% [2]. - Tongyuan Petroleum: Net buying amount of 216 million yuan, with a price decrease of 14.21% [2]. - Tongguang Cable: Net buying amount of 115 million yuan, with a price increase of 20% [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were: - Shengtun Mining: Net selling amount of 391 million yuan [1]. - Kaipu Cloud: Net selling amount of 244 million yuan, with a price decrease of 20% [3]. - Xiyu Co.: Net selling amount of 242 million yuan, with a price decrease of 9.99% [3].