Group 1 - The core viewpoint of the article is that Tongyuan Petroleum (300164.SZ) has stated it is currently not considering business expansion in Venezuela [1] Group 2 - The company has communicated this information through an investor interaction platform [1]

Group 1 - The core viewpoint of the news is that a significant winter storm has led to a surge in U.S. natural gas prices, reaching a three-year high, with February delivery Henry Hub natural gas futures spiking to $7.43 per million British thermal units, a 140% increase since January 16 [1][2] - Oil and gas stocks have become active in the market, with Tongyuan Petroleum hitting the daily limit up, trading at 11.03 yuan per share [1] Group 2 - The International Energy Agency (IEA) has released its 2025 Global Energy Outlook report, projecting that global crude oil demand will continue to grow until 2050, reaching 113 million barrels per day [2] - The report indicates that information technology will play a crucial role in driving energy demand growth, while traditional energy sources, including oil and natural gas, are expected to see an upward trend in demand [2]

Market Overview - A-shares showed significant divergence today, with the Shanghai Composite Index rising while the ChiNext Index and other indices struggled [1] - The Shanghai Composite Index closed up 0.27% at 4151.24 points, while the ChiNext Index fell 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 2.99 trillion yuan, an increase of over 70 billion yuan from the previous day [1] Gold Market - Spot gold surged over $100 today, breaking through $5300 per ounce, setting a new historical high [2][7] - Goldman Sachs raised its gold price target for December 2026 to $5400 per ounce [2] - The gold concept stocks experienced a surge, with several stocks hitting the daily limit, including China Gold and Sichuan Gold, which have seen consecutive limit-ups [5][10] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Qipai Technology and Zhongwei Semiconductor seeing significant gains [17] - Zhongwei Semiconductor announced a price increase of 15%-50% for certain products due to rising costs and supply chain pressures [19] - The semiconductor industry is experiencing a price surge that has spread from memory chips to other segments, driven by strong demand and tight supply [20] Oil Sector - The oil sector saw a strong rally, with companies like Tongyuan Petroleum and Sinopec Oilfield Services hitting their daily limits [12] - Analysts suggest that geopolitical tensions and extreme weather conditions are impacting global energy supplies, leading to a rebound in oil prices [15] - The Brent crude oil price forecast for 2026 has been raised to $65 per barrel, reflecting expectations of demand recovery and inventory accumulation [15]

Market Overview - The market experienced fluctuations throughout the day, with the Shanghai Composite Index rising by 0.27%, the Shenzhen Component Index increasing by 0.09%, and the ChiNext Index declining by 0.57% [2] - A total of 1,739 stocks rose, 84 stocks hit the daily limit, and 3,640 stocks fell [3] Sector Performance - Resource stocks surged, with gold stocks leading the gains; Sichuan Gold achieved four consecutive limit-ups, while Zhaojin Mining and Hunan Gold recorded three consecutive limit-ups [4] - Oil and gas stocks collectively rose, with Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit, and China National Offshore Oil Corporation increasing over 6% to reach a new high [5] - The non-ferrous metals sector strengthened, with Silver Nonferrous achieving seven consecutive limit-ups, and China Aluminum hitting the daily limit, marking a 16-year high [6] - The coal sector also saw gains, with Shanxi Coking Coal and Shaanxi Black Cat hitting the daily limit [7] Market Dynamics - The pharmaceutical and medical stocks adjusted, with Bibete and Baipusais falling over 10% [8] - The market experienced at least three significant drops during the day, suggesting an unseen force controlling market momentum [8] - Several broad-based ETFs saw increased trading volume, with the HuShen 300 ETF from Huatai-PineBridge exceeding 30 billion yuan in trading volume, and other ETFs like the HuShen 300 ETF from E Fund and the CSI 500 ETF also surpassing 20 billion yuan [8] Policy Insights - According to a report from CITIC Securities, past bull markets have seen overheating leading to cooling policies; the current bull market since September 24 has maintained a positive policy tone, with periodic long-term policies to regulate market entry [9] - Recent policies, such as the increase in risk factors for insurance funds and a 0.25 percentage point reduction in monetary policy tool rates, aim to cool the market without altering the overall positive trend [9] - The proactive cooling measures are intended to manage the bull market's pace, preventing irrational exuberance and fostering a gradual bull market, which is noted as the slowest bull market in A-share history [9] ETF Performance - Gold ETF (Hua Xia, product code: 518850) saw a 5-day increase of 8.41%, with a net subscription of 350 million yuan [11] - Gold Stocks ETF (product code: 159562) increased by 18.74% over five days, with a net subscription of 510 million yuan [12] - Non-ferrous Metals ETF (product code: 516650) rose by 8.99% in five days, with a net subscription of 770 million yuan [13] - Public Utilities ETF (product code: 159301) had a modest increase of 0.72% over five days, with no net subscription changes [14]

Core Viewpoint - The oil service engineering sector experienced a significant increase of 6.38% on January 28, with Tongyuan Petroleum leading the gains [1] Market Performance - The Shanghai Composite Index closed at 4151.24, up 0.27% - The Shenzhen Component Index closed at 14342.9, up 0.09% [1] Individual Stock Performance - Tongyuan Petroleum (300164) closed at 11.03, up 20.02% with a trading volume of 2.6786 million shares and a transaction value of 2.761 billion - Qianeng Hengxin (300191) closed at 29.95, up 19.28% with a trading volume of 432,800 shares and a transaction value of 1.21 billion - Keli Co., Ltd. (920088) closed at 46.55, up 15.85% with a trading volume of 133,900 shares and a transaction value of 607 million - PetroChina Oilfield Services (600871) closed at 2.94, up 10.11% with a trading volume of 3.1754 million shares and a transaction value of 904 million - Zhongman Petroleum (603619) closed at 33.88, up 10.00% with a trading volume of 379,000 shares and a transaction value of 1.242 billion [1] Capital Flow Analysis - The oil service engineering sector saw a net inflow of 940 million from main funds, while retail investors experienced a net outflow of 624 million [1] - The main fund inflow and outflow for key stocks include: - PetroChina Oilfield Services: net inflow of 237 million, net outflow from retail of 137 million - Zhongman Petroleum: net inflow of 109 million, net outflow from retail of 43 million - Tongyuan Petroleum: net inflow of 84 million, net outflow from retail of 1.15 million [2]

证券代码：300164 证券简称：通源石油 公告编号：2026-006 通源石油科技集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、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 通源石油科技集团股份有限公司（以下简称"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。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会对有关事项进行了核实，现就 相关情况说明如下： 3、近期公司经营情况及内外部经营环境未发生重大变化。 4、公司、控股股东及实际控制人不存在关于公司应披露而未披露的重大事项， 或处于筹划阶段的重大事项。 5、在公司股票交易异常波动期间，公司控股股东、实际控制人不存在买卖公 司股票情况。 三、是否存在应披露而未披露信息的说明 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 ...

通源石油2025年三季报显示，前三季度公司主营收入8.6亿元，同比下降0.82%；归母净利润5622.24万 元，同比上升16.84%；扣非净利润3053.86万元，同比下降28.94%；其中2025年第三季度，公司单季度 主营收入3.08亿元，同比下降2.31%；单季度归母净利润1758.87万元，同比上升31.16%；单季度扣非净 利润1696.77万元，同比上升31.74%；负债率27.74%，投资收益153.19万元，财务费用284.04万元，毛利 率25.04%。通源石油（300164）主营业务：为石油、天然气勘探与开发提供技术支持和技术服务。 证券之星消息，截至2026年1月28日收盘，通源石油(300164)报收于11.03元，上涨20.02%，换手率 45.93%，成交量267.86万手，成交额27.61亿元。 1月28日的资金流向数据方面，主力资金净流入8483.75万元，占总成交额3.07%，游资资金净流出 7331.87万元，占总成交额2.66%，散户资金净流出1151.88万元，占总成交额0.42%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 资金流向名词解释：指通过 ...

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

每经AI快讯，1月28日，天然气指数盘中涨2%，成分股中，通源石油大涨15%，石化油服涨停，潜能恒 信涨9%，中曼石油、中油工程涨超8%。 （文章来源：每日经济新闻） ...

证券日报网讯 1月27日，通源石油在互动平台回答投资者提问时表示，截至2026年1月20日收盘，公司 股东总户数为54241户。 （文章来源：证券日报） ...