Group 1 - The A-share market experienced a slight decline on February 6, with the three major indices showing a downward trend [2] - The oil and gas sector saw significant gains, with Shouhua Gas rising over 10%, and companies like Zhun Oil and Intercontinental Oil reaching their daily limit [2] - The geopolitical situation in Iran and Russia, along with OPEC+ production expectations for the second quarter, are key factors influencing the oil market in February [2] Group 2 - The U.S. State Department issued a security warning regarding Iran, advising American citizens to leave the country and prepare for potential emergencies [2] - Citic Futures highlighted that the geopolitical premium remains in the oil market, with short-term focus on U.S.-Iran negotiations and India's oil purchases from Russia [2] - The outlook for oil prices suggests a volatile trend, with a current oversupply in the market but frequent disruptions in supply expectations due to geopolitical tensions [2]

Group 1 - The mining sector experienced a significant afternoon rally on February 6, with Tongyuan Petroleum rising over 11% [1] - Keli Co., Ltd. saw an increase of more than 9% [1] - Other stocks such as Potential Energy Trust, Zhun Oil, New Energy Dynamics, and Zhongman Petroleum also followed the upward trend [1]

Group 1 - The U.S. State Department issued a security warning on February 5, urging American citizens to leave Iran due to ongoing tensions and to prepare for self-reliant exit plans [1] - China Galaxy Securities forecasts that Brent crude oil prices will range between $60-70 per barrel by February 2026, with short-term price volatility expected due to regional uncertainties [1] - As of February 6, 2026, the National Petroleum and Natural Gas Index (399439) increased by 0.51%, with notable gains from stocks such as Potential Energy (up 6.68%) and Intercontinental Oil and Gas (up 5.20%) [1] Group 2 - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1] - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China National Petroleum, China National Offshore Oil, and China Petroleum & Chemical, collectively accounting for 66.76% of the index [1]

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300164 通源石油 | | 1.86亿 | 6.22% | -677.29万 | -0.23% | -1.79 Z | -6.00% | | 300191 | 潜能恒信 | 6101.39万 | 5.54% | -3815.31万 | -3.46% | -2286.08万 | -2.07% | | 600583 海油工程 | | 5774.61万 | 11.79% | -3962.24万 | -8.09% | -1812.37万 | -3.70% | | 002554 | 惠博音 | 557.93万 | 2.84% | -59.05万 | -0.30% | -498.88万 | -2.54% | | 920088 科力股份 | | 373.55万 | 0.65% | -194.43万 | -0.34% | 250.44万 | 0.44% | | 603727 | 博奶 ...

Group 1 - The deep-sea technology index experienced a strong surge on February 4, with significant gains in several companies [1] - CIMC Group, ShenKong Co., and JuLi Rigging all reached the daily limit increase [1] - Keli Co. and QianNeng HengXin saw their stock prices rise by over 8% [1]

【油气概念表现活跃 潜能恒信涨超11%】智通财经2月4日电，油气概念表现活跃，潜能恒信涨超11%， 科力股份、通源石油、中曼石油、准油股份跟涨。消息面上，2月3日，国际原油期货上涨。美国WTI原 油期货3月合约结算价报63.21美元/桶，涨幅1.7%。布伦特原油期货4月合约结算价报67.33美元/桶，涨 幅1.6%。 转自：智通财经 ...

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]

2月3日，潜能恒信涨7.65%，成交额8.29亿元。两融数据显示，当日潜能恒信获融资买入额6611.85万 元，融资偿还8986.53万元，融资净买入-2374.68万元。截至2月3日，潜能恒信融资融券余额合计2.58亿 元。 融券方面，潜能恒信2月3日融券偿还700.00股，融券卖出5200.00股，按当日收盘价计算，卖出金额 15.29万元；融券余量5.63万股，融券余额165.52万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年9月30日，潜能恒信十大流通股东中，银华内需精选混合(LOF)（161810） 位居第三大流通股东，持股520.00万股，持股数量较上期不变。银华同力精选混合（009394）位居第四 大流通股东，持股480.00万股，相比上期减少20.00万股。香港中央结算有限公司位居第五大流通股东， 持股271.91万股，相比上期减少31.19万股。 资料显示，潜能恒信能源技术股份有限公司位于北京市朝阳区北苑路甲13号北辰新纪元大厦2塔22层， 成立日期2003年11月10日，上市日期2011年3月16日，公司主营业务涉及 为石油公司提供地震数据处理 解释一体化找油服务 ...

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]