Market Overview - The A-share market indices all closed lower during the week from January 26 to January 30, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component down by 1.62%, and the ChiNext Index down by 0.09% [1] - The average daily trading volume in the Shanghai and Shenzhen markets reached 30,348 billion yuan, showing an increase compared to the previous week, indicating a high level of market activity [4] Index Performance - The Shanghai 50 index showed relative strength with a weekly increase of 1.13%, while the CSI 300 index had a slight gain of 0.08%. In contrast, the North Star 50 and Sci-Tech 50 indices experienced notable declines of 3.59% and 2.85%, respectively [2][3] - For the month, the Sci-Tech 50 index led with a cumulative increase of 12.29%, followed by the North Star 50 and Shenzhen Component indices with increases of 6.33% and 5.03% [2] Sector Performance - The leading sectors for the week included genetically modified organisms, soybeans, combustible ice, corn, and gold concepts, with cumulative increases of 9.01%, 6.47%, 6.04%, 5.92%, and 5.87%, respectively [6][7] - Conversely, the sectors with the largest declines included military information technology, reducers, DRG/DIP, military-civilian integration, and commercial aerospace, with cumulative declines of 7.4%, 7.35%, 7.1%, 6.75%, and 6.75% [8] Individual Stock Highlights - The top five performing stocks for the week were Tongyuan Petroleum, Hunan Gold, Sidik, China Gold, and Xiaocheng Technology, with cumulative increases of 63.04%, 61.08%, 60.03%, 59.22%, and 53.13%, respectively [9][10] - The stocks with the largest declines included Huawai Design, *ST Yunchuang, Guosheng Technology, Tiangong Co., and Zhenstone Co., with cumulative declines of 33.91%, 30.87%, 30.70%, 28.94%, and 27.73% [14][15] Company Business Focus - Tongyuan Petroleum provides comprehensive oilfield services including enhanced oil recovery, drilling and completion technology services, and integrated project services [11] - Hunan Gold is engaged in the mining and processing of gold, antimony, tungsten, and other non-ferrous metals, as well as the import and export of related products [12] - Sidik specializes in precision coating materials and technical solutions [13]

Market Overview - The market experienced high-level consolidation last week, with the Shanghai Composite Index down 1.73%, Shenzhen Component Index down 3.57%, ChiNext Index down 2.80%, and the STAR Market 50 Index down 5.69% [1] Top Performing Stocks - The top ten performing stocks of the week include C Hengyun Chang, C Zhenshi, Tongyuan Petroleum, Hunan Gold, Sidik, China Gold, Xiaocheng Technology, Tiandi Online, *ST Lifang, and Wangsu Technology [1][2] C Hengyun Chang - C Hengyun Chang, a leading supplier of core components for semiconductor equipment and RF power, saw its stock price surge by 352.75% due to technological breakthroughs and the dual push of its listing process [2][3] C Zhenshi - C Zhenshi, a global leader in wind turbine blade materials, experienced a stock price increase of 93.92%, benefiting from the recovery of the wind power industry and its status as the highest fundraising new stock this year [2][3] Tongyuan Petroleum - Tongyuan Petroleum's stock rose by 63.04%, driven by external geopolitical conflicts and the International Energy Agency's upward revision of demand forecasts, enhancing the overall attractiveness of the oil and gas service sector [2][3] Hunan Gold - Hunan Gold's stock increased by 61.08%, supported by significant asset restructuring progress and performance forecasts, attracting investor interest due to its improved fundamentals [2][3] Sidik - Sidik's stock price rose by 60.03%, attributed to breakthroughs in functional coating composite materials and business expansion, including partnerships with Huawei in the magnetic storage field [2][4] China Gold - China Gold's stock increased by 59.22%, influenced by heightened market attention on international gold prices and the company's metal production planning, resonating with market sentiment [2][3] Xiaocheng Technology - Xiaocheng Technology's stock rose by 53.13%, closely linked to the surge in international gold prices and its business structure, with over 86% of its revenue from gold-related activities [2][3] Tiandi Online - Tiandi Online's stock increased by 51.23%, primarily driven by its acquisition of Jiato Group and its focus on AI marketing and virtual digital human sectors [2][4] *ST Lifang - *ST Lifang's stock rose by 47.33%, influenced by expectations of debt restructuring and speculative trading, as the company faces delisting risks due to previous debt issues [2][5] Wangsu Technology - Wangsu Technology's stock increased by 44.25%, benefiting from the surge in AI computing demand and anticipated price increases in cloud services, transitioning from traditional CDN to emerging businesses [2][5]

Core Viewpoint - The oil service engineering sector experienced a decline of 3.38% on January 30, with Keli Co., Ltd. leading the losses. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Market Performance - The oil service engineering sector saw significant individual stock movements, with notable declines in Keli Co., Ltd. by 14.39% and Qianeng Hengxin by 12.83% [2]. - The trading volume for Keli Co., Ltd. was 138,000 shares, with a transaction value of 773 million yuan [2]. - The overall sector had a net outflow of 1 billion yuan from major funds, while retail investors contributed a net inflow of 656 million yuan [2][3]. Group 2: Individual Stock Analysis - Keli Co., Ltd. closed at 51.80 yuan, experiencing a drop of 14.39% with a trading volume of 138,000 shares [2]. - Qianeng Hengxin closed at 31.33 yuan, down 12.83%, with a trading volume of 457,200 shares [2]. - The stock of Huibo Yin fell by 6.14%, closing at 4.13 yuan, with a trading volume of 143,670 shares [2]. Group 3: Fund Flow Analysis - Major funds showed a net outflow from several stocks, including Keli Co., Ltd. with a net outflow of 75.27 million yuan [3]. - Retail investors showed a positive net inflow in stocks like Huibo Yin, with a net inflow of 58.99 million yuan [3]. - The stock of Haiyou Development had a net inflow of 18.4 million yuan from retail investors, despite a major fund outflow [3].

Group 1: Market Performance - The A-share liquor sector experienced a significant surge, with a rise of 9.68% on January 29, leading the market performance for the day [1][2] - The oil and gas extraction and service sector also saw a notable increase of 8.18%, with a total transaction volume of 32.31 billion [2] - The precious metals sector rose by 8.04%, with a transaction volume of 70.62 billion, indicating strong market interest [2] Group 2: Energy and Petrochemical Sector Dynamics - The energy and petrochemical sector's rise began in early January 2026, with domestic crude oil futures rebounding from 411 yuan/barrel to 475 yuan/barrel, a 15% increase [4] - The oil and gas extraction and service sector has accumulated a remarkable increase of 44.22% year-to-date, ranking second in market performance, only behind precious metals [7] - The petrochemical ETF (159731) has shown a cumulative increase of 14.71% since the beginning of the year, reflecting strong investor interest [9] Group 3: Geopolitical and Economic Influences - The recent surge in the petrochemical sector is driven by escalating geopolitical tensions, particularly between the U.S. and Iran, raising concerns over oil supply stability [11] - The market has priced in a risk premium of $3-8 per barrel due to fears of potential disruptions in oil supply from Iran, which produces approximately 3.3 million barrels per day [11] - The classic rotation pattern in commodity markets, where precious metals lead, followed by industrial metals and then energy, is being validated again [14][16] Group 4: Agricultural Sector Insights - The agricultural sector is expected to gain market attention as commodity prices rise, driven by increased costs in agricultural production due to higher energy prices [17][24] - The CPI and food prices have shown signs of recovery, with the CPI rising by 0.8% year-on-year, indicating a potential shift in consumer price dynamics [18] - The agricultural ETF (516810) tracks a comprehensive index covering the entire agricultural value chain, which may benefit from the rising commodity prices [26] Group 5: Industry Outlook - The petrochemical industry is at a turning point, with new policies aimed at preventing excessive competition and improving profitability [22] - The capital expenditure ratios in the refining and chemical sectors are showing a trend towards conservatism, indicating a strategic shift among companies [23] - The anticipated recovery in the petrochemical sector is supported by both geopolitical factors and the broader commodity market dynamics, suggesting a favorable outlook for industry leaders [24][25]

Market Performance - The deep earth economy sector increased by 2.14% compared to the previous trading day, with Tongyuan Petroleum leading the gains [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 Deep Earth Economy Sector - Daoxian Petroleum (300164) closed at 13.24, up 20.04% with a trading volume of 2.78 million shares and a transaction value of 3.42 billion [1] - Qianeng Daxin (300191) closed at 35.94, up 20.00% with a trading volume of 552,700 shares and a transaction value of 1.76 billion [1] - Zhun Oil Co. (002207) closed at 11.18, up 10.04% with a trading volume of 755,200 shares and a transaction value of 800 million [1] Top Losers in Deep Earth Economy Sector - Sifangda (300179) closed at 19.72, down 5.96% with a trading volume of 670,600 shares and a transaction value of 1.37 billion [2] - Beifang Co. (600262) closed at 33.27, down 5.54% with a trading volume of 141,700 shares and a transaction value of 475 million [2] - Zhengyuan Dixin (605888) closed at 5.19, down 3.17% with a trading volume of 213,500 shares and a transaction value of 111 million [2] Capital Flow Analysis - The deep earth economy sector experienced a net outflow of 415 million from institutional investors, while retail investors saw a net inflow of 27.21 million [2] - The sector's main stocks showed varied capital flows, with Shihua Oil Service (600871) having a net inflow of 57.18 million from institutional investors [3] - Other notable stocks include Huibo Yin (002554) with a net inflow of 32.80 million from institutional investors, but a significant outflow from retail investors [3]

证券之星消息，1月29日油服工程板块较上一交易日上涨7.69%，科力股份领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。油服工程板块个股涨跌见下表： 从资金流向上来看，当日油服工程板块主力资金净流入7416.32万元，游资资金净流入2.28亿元，散户资 金净流出3.02亿元。油服工程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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 海油发展 | | 1.31亿 | 10.08% | -2249.86万 | -1.73% | -1.08 Z | -8.34% | | 600339 中油工程 | | 1.14 Z | 10.36% | -2758.69万 | -2.50% | -8690.59万 | -7.86% | | 920088 科力股份 | | 1.06亿 | 11.75% | 1652.53万 | 1.84% | 1 ...

据交易所数据显示， 通源石油连续两个交易日涨停，晋级2连板。该股今日于13时08分封涨停，成交额 31.83亿元，换手率44.72%。金融界App AI线索挖掘：近期油气设服板块延续活跃，国际原油 期货价格 出现上涨，市场对油气相关领域的关注度提升，通源石油的连板行情与板块整体走势及原油价格变动因 素相关。 风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开 数据生成，内容不构成投资建议。） ...

油气资源股午后持续冲高， 准油股份2连板， 石化油服、 中曼石油涨停， 通源石油涨超15%，科力股 份涨超10%， 潜能恒信、 洲际油气、 中油工程、 贝肯能源、 海油发展跟涨。 ...

（编辑 丛可心） 证券日报网讯 1月28日，通源石油发布公告称，公司股票于2026年1月26日、2026年1月27日、2026年1 月28日连续三个交易日收盘价格涨幅偏离值累计超过30%，根据深圳证券交易所相关规定，属于股票交 易异常波动的情况。公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上市规则》 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；董事会也未获悉 本公司有根据《深圳证券交易所创业板股票上市规则》的规定应予以披露而未披露的、对本公司股票及 其衍生品种交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 ...

Strong Stocks - As of January 28, the Shanghai Composite Index rose by 0.27% to 4151.24 points, while the Shenzhen Component Index increased by 0.09% to 14342.89 points. The ChiNext Index fell by 0.57% to 3323.56 points. A total of 85 stocks in the A-share market hit the daily limit up, with the strongest stocks being: Baiyin Nonferrous Metals (601212), Hunan Baiyin (002716), and China Gold (600916) [1] - The top three strong stocks based on consecutive limit-up days and turnover rates are as follows: Baiyin Nonferrous Metals with 7 consecutive limit-ups and a turnover rate of 5.42%, Hunan Baiyin with 5 limit-ups in 7 days and a turnover rate of 21.68%, and China Gold with 4 consecutive limit-ups and a turnover rate of 1.81% [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are: Gold Concept with a rise of 7.54%, Metal Lead with a rise of 6.92%, and Metal Zinc with a rise of 6.91% [2][3] - The top ten concept sectors and their respective performance are as follows: Gold Concept (7.54%), Metal Aluminum (6.92%), Metal Zinc (6.91%), Metal Copper (4.91%), Minor Metals Concept (3.94%), Metal Nickel (3.84%), Metal Diamond (3.57%), Combustible Ice (3.53%), Metal Recycling (3.52%), and Glyphosate (3.43%) [3]