Core Viewpoint - The A-share market experienced slight fluctuations with active performances in the oil and real estate sectors, indicating potential investment opportunities in these areas [1] Group 1: Oil and Gas Sector - The oil and petrochemical industry chain showed strong performance, with oil service engineering leading the gains, and the sector index opened significantly higher, reaching a nearly 3% increase, marking a new high for the year [1] - Major contracts were secured in the oil service engineering field, including a $4 billion project signed by CNOOC Engineering and multiple large contracts by a subsidiary of China National Petroleum Corporation [1] - Significant advancements in oil extraction technology were reported, with the successful drilling of the "super project" Shendi Chuan 1 well exceeding 10,000 meters and the completion of the Tarim Oilfield's 502-H3 well at 8,380 meters [1] Group 2: Real Estate Sector - Real estate stocks rose against the market trend, with the sector index initially increasing by nearly 2%, indicating a potential recovery in the housing market [1] - The third quarter saw policy stimuli in the housing market, with a narrowing year-on-year decline in residential sales prices across 70 cities in September, suggesting a stabilization trend [1] - Real estate companies are actively seeking cross-industry rescue strategies, such as Yingxin Development's plan to acquire equity in Changxing Semiconductor and Zhuhai Mian Group's intention to transfer Gree real estate equity [1] - Analysts predict that proactive fiscal and loose monetary policies will accelerate stockpiling and urban village renovations, aiding in the stabilization of the housing market [1]
石油、房地产板块:油服工程创新高,房企跨界转型
Sou Hu Cai Jing·2025-10-22 06:20