从盘面上看，油气开采及服务、石油加工贸易、可燃冰、燃气、页岩气等能源板块今日涨幅居前。首华 燃气（300483）表现亮眼，午后直线拉升至"20CM"涨停；准油股份收获5天5板。 消息面上，据新华社消息，当地媒体报道称，美国总统特朗普17日晚告诉其高级别助理，他已批准美军 对伊朗的打击计划，但暂不下达最后命令，以观察伊朗是否会放弃核项目。 今日，A股三大指数调整。截至收盘，上证指数跌0.79%，深证成指跌1.21%，创业板指跌1.36%。全市 场成交额12808亿元。 油气股大涨 今日午后，同花顺油气开采及服务板块大幅拉升。 | | | 油气开采及服务 1528.57 5.09% | | C | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分析 新闻 | | 首华燃气 300483 | | 13.38 | +20.00% | +43.10% | | 首板 最终涨停13:16 | | | | | | 通源石油 | | 8.24 | +11.35% | +95.26% | | 300164 | | | | | | い アナイスセン | ...

Group 1 - The three major indices experienced a significant adjustment, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 1.21%, and the ChiNext Index down 1.36%. Over 600 stocks rose, with a total trading volume of approximately 1.25 trillion yuan [2] - Oil and gas concept stocks surged, with Shouhua Gas rising by 20%, Tongyuan Petroleum up over 11%, and other companies like Junyou Co., Zhongman Petroleum, and CNOOC Services also seeing gains. The rise in international oil prices is attributed to the conflict between Iran and Israel, with potential U.S. intervention leading to further price increases [2] - The film and television industry saw strong performance, with companies like Baina Qiancheng and Ciweng Media rising by 20% and 10% respectively. Baina Qiancheng signed a film authorization contract worth 372 million yuan, which is expected to significantly boost its 2025 performance [2] Group 2 - The semiconductor and PCB sectors also showed strength, with Juxin Technology rising by 13.8% and Nord Shares by 10%. A recent report from CITIC Securities highlighted the challenges in obtaining advanced manufacturing and packaging capacity overseas, indicating a strong demand and weak supply situation in the domestic semiconductor industry [3] - The previously popular sectors such as controlled nuclear fusion, rare earth permanent magnets, and digital currency saw declines, with companies like Hezhong Intelligent and Hailian Jinhui dropping by 10% and over 7% respectively [3][4] - Other sectors including non-ferrous metals, healthcare, real estate, and securities also weakened, with companies like Dongfang Caifu and Vanke A experiencing declines [4]

Market Overview - On June 19, major A-share indices declined, with the Shanghai Composite Index falling by 0.79% to 3362 points, the Shenzhen Component Index down by 1.21%, and the ChiNext Index decreasing by 1.36% [1][2]. Sector Performance - The controllable nuclear fusion sector led the decline, with stocks like Haheng Huatuo dropping over 13% [4]. - The multi-financial sector was weak, with Ruida Futures falling over 7% [6]. - The Chengfei concept sector also saw a drop, with stocks like Duopule and Huawu shares declining over 7% [7]. - The rare earth sector was sluggish, with Huayang New Materials hitting the daily limit down [8]. - Conversely, the oil and gas extraction and service sector was the top performer, with Shouhua Gas hitting the daily limit up [9]. - The short drama gaming sector experienced gains, with stocks like Bainaqiancheng hitting the daily limit up [10]. Notable Stocks - Haheng Huatuo saw a significant drop of 13.68%, closing at 35.54 yuan, with a total market value of 6.462 billion yuan [12][13]. - Ruida Futures fell by 7.64%, closing at 17.17 yuan [6]. - Shouhua Gas surged by 20%, closing at 13.38 yuan [9]. - Bainaqiancheng rose by 19.92%, closing at 6.14 yuan [11]. Geopolitical Impact - The geopolitical situation escalated with Israeli airstrikes on Iran, affecting energy facilities and driving oil prices up, with Brent crude futures increasing by 1% to $77.492 per barrel [9].

Core Viewpoint - The recent surge in oil and gas stocks is primarily driven by escalating tensions in the Middle East, particularly the conflict between Israel and Iran, which has raised concerns about potential disruptions in oil supply [2][5]. Group 1: Market Reactions - On June 19, A-share oil and gas stocks experienced significant gains, with companies like Shouhua Gas, Tongyuan Petroleum, and Blue Flame Holdings hitting the daily limit or rising over 10% [1][4]. - In the Hong Kong market, low-priced oil and gas stocks also saw a resurgence, with China Oilfield Services rising over 125% at one point [5]. Group 2: Geopolitical Factors - The ongoing conflict between Israel and Iran has led to fears of oil supply interruptions, contributing to a sharp increase in international crude oil prices [2][5]. - On June 19, Iran launched a new wave of missile attacks against Israel, using over 20 missiles, which has further escalated tensions in the region [2][12]. Group 3: Oil Supply and Market Outlook - According to the International Energy Agency (IEA), Iran's current production of crude oil, condensate, and natural gas liquids is approximately 4.8 million barrels per day, with exports averaging around 1.7 million barrels per day this year [5]. - Concerns about potential sanctions on Iranian oil and the possibility of the Strait of Hormuz being closed, which accounts for about 25% of global oil shipping traffic, are expected to keep oil prices volatile and on an upward trend [5].

Group 1 - The oil sector experienced a strong rally on June 19, with notable stocks such as Shouhua Gas hitting a 20% limit up, Keli Co. rising over 13%, and Junyou Co. also reaching a limit up, indicating significant investor interest and market movement [1] - As of June 17, both Iran and Israel have targeted each other's energy facilities, leading to production halts at major sites, including the South Pars gas field, which could impact global energy supply [1] Group 2 - According to Everbright Securities, the geopolitical situation in the Middle East remains volatile, with oil prices experiencing significant fluctuations due to recent events [2] - Iran's withdrawal from nuclear negotiations may lead to increased sanctions on its oil production and sales, with current production at approximately 3.3 million barrels per day and exports around 1.5 million barrels per day, accounting for 4% of global seaborne oil exports [2] - The risk of Iran closing the Strait of Hormuz persists, which is crucial for global trade, with about 11% of maritime trade passing through it, including 34% of seaborne oil exports, indicating potential severe impacts on global oil trade if tensions escalate [2] - The geopolitical tensions are expected to support a bullish outlook for oil prices in the short term, while the long-term view remains optimistic for major oil companies and oil service sectors due to ongoing supply-demand dynamics [2]

油气股涨势扩大 首华燃气等多股涨停 智通财经6月19日电，午后油气股涨势持续扩大，燃气股方向展开补涨，首华燃气、新疆浩源、蓝焰控 股涨停，通源石油、新锦动力、凯添燃气涨超10%，惠博普、海默科技、中曼石油等多股涨超7%。消 息面上，港股低价油气股持续活跃，其中中油洁能控股涨超100%，吉星新能源涨逾80%。 ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 油气股盘初走低，中曼石油（603619）、通源石油（300164）跌超6%，洲际油气（600759）、贝肯能 源（002828）、首华燃气（300483）等跟跌。 ...

Group 1 - The oil and gas extraction and petroleum processing trade sectors are active in early trading, with companies such as Tongyuan Petroleum (300164), Zhongman Petroleum (603619), and Zhun Oil Co. (002207) hitting the daily limit up [1] - Other companies like Intercontinental Oil & Gas (600759), Shouhua Gas (300483), and CNOOC Services (601808) also experienced gains [1] - The geopolitical tensions in the Middle East have escalated, causing the SC crude oil main contract to reach its daily limit up at one point [1]

| | | 证券代码：300483 证券简称：首华燃气 公告编号：2025-042 首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会决议公告 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。 特别提示： 1、本次股东大会无增加、变更、否决议案的情况； 2、本次股东大会不存在变更以往股东大会决议的情形； 3、本次股东大会以现场投票和网络投票相结合的方式召开。 一、会议召开和出席情况 （一）会议召开情况 1、股东大会届次：2025 年第二次临时股东大会 2、会议召集人：公司董事会 3、会议主持人：董事长王志红先生 4、会议召开的合法、合规性：本次股东大会会议的召开符合《中华人民共 和国公司法》《中华人民共和国证券法》《深圳证券交易所创业板股票上市规 则》等有关法律、行政法规、部门规章、规范性文件和公司章程等的规定。 5、会议召开时间： 现场会议召开时间：2025 年 6 月 4 日（星期三）下午 14:00 网络投票时间： （1）通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 4 日上午 9:15 至 9:25，9:30 至 ...

国浩律师（上海）事务所 关于 首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会 之 法律意见书 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China 电话/Tel: (+86)(21) 5234 1668 传真/Fax: (+86)(21) 5234 1670 网址/Website: http://www.grandall.com.cn 二〇二五年六月 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于首华燃气科技（上海）股份有限公司 2025 年第二次临时股东大会 之 法律意见书 致：首华燃气科技（上海）股份有限公司 作为具有从事中国法律业务资格的律师事务所，国浩律师（上海）事务所（以 下简称"本所"）接受首华燃气科技（上海）股份有限公司（以下简称"公司"）的 委托，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）等法律法规及规范性文件的 ...