| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事 | | --- | --- | --- | --- | --- | | | 10 5 5 三 | | | (請參閱上述*註解) 有投票權股 (日 / F | | | | | | 给自分明 | | CS20260227E00188 | Pacific Asset Management Co., 1201(L) | 7,394,000(L) | HKD 19.0300 | 109,260,000(L) 8.43(L)25/02/2 | | | LIQ | | | | 格隆汇2月27日丨根据联交所最新权益披露资料显示，2026年2月25日，中远海能(01138.HK)遭Pacific Asset Management Co., Ltd.在场内以每股均价19.03港元 减持739.4万股，涉资约1.41亿港元。 减持后，Pacific Asset Management Co., Ltd.最新持股数目为109,260,000股，持股比例由9.00%下降至8.43%。 ...

| 股份代號: | 01138 | | --- | --- | | 上市法國名稱: | 中遠海運能源運輸股份有限公司 | | 日期 (日 / 月 / 年): | 27/01/2026 - 27/02/2026 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | 持有權益的投分數目 | 佔已發行的 有關事 | | --- | --- | --- | --- | --- | | | 10 5 5 三 | | | (請參閱上述*註解) 有投票權股 (日 / F | | | | | | 给自分明 | | Companies and CS20260227E00188 | Pacific Asset Management Co., 1201(L) | 7,394,000(L) | HKD 19.0300 109,260,000(L) | 8.43(L)25/02/2 | | | LIO | | | | 格隆汇2月27日丨根据联交所最新权益披露资料显示，2026年2月25日，中远海能(01138.HK)遭Pacific Asset Management Co., ...

香港联交所最新资料显示，2月25日，Pacific Asset Management Co.,Ltd.减持中远海能（600026） (01138)739.4万股，每股均价19.03港元，总金额约为1.41亿港元。减持后最新持股数目约为1.09亿股， 最新持股比例为8.43%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月25日，Pacific Asset Management Co., Ltd.减持中远海 能(01138)739.4万股，每股均价19.03港元，总金额约为1.41亿港元。减持后最新持股数目约为1.09亿 股，最新持股比例为8.43%。 ...

消息面上，委内瑞拉石油部已暂停在马杜罗执政期间与私营公司签署的19份石油产量分成合同。据悉， 合同暂停尚未对委内瑞拉的石油和天然气产量造成影响；在合同暂停期间，委内瑞拉国家石油公司仍在 出售这些合同项下生产的原油。委内瑞拉和美国将对合同进行审查，并可能建议撤销部分合同；签署合 同公司的资质也将被评估。此外，美伊局势仍不明朗，地缘局势升温支撑石油价格。 国信证券指出，国内油气对外依赖度较高，国家将海洋能源作为保障能源安全的战略重点，通过税收优 惠降低海洋油气勘探装备进口成本，旨在提升国内油气自主供给能力，保障国家能源安全。进口天然气 在我国天然气供应中扮演重要角色，但价格相对较高，且波动性大。对符合条件的进口天然气按比例返 还进口环节增值税，有助于保障能源安全。 截至2026年2月27日 14:16，国证石油天然气指数(399439)强势上涨1.99%，成分股和顺石油上涨 10.00%，水发燃气上涨9.60%，杰瑞股份上涨7.69%，九丰能源，迪威尔等个股跟涨。石油ETF鹏华 (159697)上涨2.16%，最新价报1.46元。 石油ETF鹏华紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天 ...

来源：新浪基金∞工作室 2月27日，油气ETF华泰柏瑞（561570）开盘跌0.76%，报1.442元。油气ETF华泰柏瑞（561570）重仓股 方面，中国海油开盘涨0.03%，中国石油跌0.09%，中国石化涨0.15%，杰瑞股份跌0.33%，招商轮船涨 2.50%，广汇能源涨0.35%，中远海能涨0.29%，恒力石化跌0.47%，荣盛石化跌0.13%，洲际油气跌 0.16%。 油气ETF华泰柏瑞（561570）业绩比较基准为中证油气产业指数收益率，管理人为华泰柏瑞基金管理有 限公司，基金经理为李沐阳，成立（2024-10-09）以来回报为45.25%，近一个月回报为10.11%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Group 1 - The geopolitical tensions between the US and Iran are increasing, leading to a normalization of risk premiums in oil transportation and raising freight rates [1] - In the short term, the crisis in the Strait of Hormuz is expected to trigger a large-scale rush for oil transport, resulting in a spike in oil and freight prices [1] - In the medium to long term, Iran may shift towards compliant markets, improving the supply-demand dynamics for VLCCs (Very Large Crude Carriers) [1] Group 2 - Sinokor, a South Korean shipowner, is significantly increasing its VLCC capacity, controlling/operating 120 VLCCs, which accounts for 18% of the compliant VLCC market capacity and 14% of the global VLCC capacity [1] - By the end of 2026, Sinokor's capacity is expected to reach approximately 158 VLCCs, representing 24% of the compliant VLCC market capacity [1] - The VLCC market is transitioning from a relatively fragmented structure to an oligopoly, with stricter sanctions from the US and Europe on non-compliant capacities, making compliant capacity a core asset and enhancing shipowners' bargaining power [1] Group 3 - As of February 27, 2026, the Guozheng Oil and Gas Index (399439) has risen by 0.86%, with significant increases in stocks such as Shun Oil (+10.00%) and Zhenwei (+6.30%) [2] - The Guozheng Oil and Gas Index reflects the price changes of publicly listed companies related to the oil and gas industry in the Shanghai and Shenzhen stock exchanges [2] - The top ten weighted stocks in the Guozheng Oil and Gas Index account for 66.76% of the index, including major companies like China National Petroleum, CNOOC, and Sinopec [2]

Core Insights - The geopolitical situation is intensifying, leading to a continuous inflow of funds into the oil sector, with the Penghua Oil ETF (159697) seeing a net subscription of 14 million units during trading [1] Group 1: Industry Overview - Domestic oil and gas dependency is high, prompting the government to prioritize marine energy as a strategic focus for energy security [1] - Tax incentives are being implemented to reduce the import costs of marine oil and gas exploration equipment, aiming to enhance domestic oil and gas supply capabilities [1] - A VAT rebate on imported natural gas is being offered to stabilize price fluctuations and ensure energy supply stability [1] Group 2: Market Performance - As of February 27, 2026, the Guozheng Oil and Gas Index (399439) increased by 0.59%, with significant gains in constituent stocks such as Shun Oil (+10.00%), Diwei Er (+6.45%), and Hupu Co. (+6.07%) [1] - The Penghua Oil ETF (159697) rose by 0.70%, with the latest price reported at 1.44 yuan [1] - The Guozheng Oil and Gas Index reflects the price changes of listed companies related to the oil and gas industry on the Shanghai and Shenzhen stock exchanges [1] Group 3: Major Holdings - As of January 30, 2026, the top ten weighted stocks in the Guozheng Oil and Gas Index include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [1]

【中金交运】油运市场更新：VLCC现货运价保持20万美元/天，沙特Bahri租船 现货市场：昨晚最新的VLCC中东到中国TD3C航线的TCE上涨5%到20.6万美元/天 沙特国家石油运输公司Bahri下场租船（以下为彭博新闻报道，Gemini翻译）：沙特阿拉伯最大的石油航运公司 已初步租用至少五艘超级油轮。 沙特国家石油运输公司Bahri下场租船（以下为彭博新闻报道，Gemini翻译）：沙特阿拉伯最大的石油航运公司 已初步租用至少五艘超级油轮。 在油轮租用成本飙升之际，此举进一步推高了对这类巨型船舶的需求。 据 Tankers International的预订追踪系统显示，沙特国家航运公司（Bahri）已完成了其中两艘船舶的租用。 另外两艘出现在经纪人的成交报告中，而第五艘则得到了知情人士的证实。 根据成交信息，这五艘超大型原油运输船（VLCC）预计将在未来几周内把原油从该地区运往亚洲。 在油轮租用成本飙升之际，此举进一步推高了对这类巨型船舶的需求。 < 【中金交运】油运市场更新：VLCC现货运价保持20万美元/天，沙特Bahri租船 现货市场：昨晚最新的VLCC中东到中国TD3C航线的TCE上涨5%到20. ...

Group 1 - The core viewpoint of the articles highlights the ongoing geopolitical tensions between the US and Iran, which are significantly impacting the oil market, leading to increased volatility and a shift from supply-demand dynamics to geopolitical risk-driven factors [1] - Iran has rejected transferring its enriched uranium abroad during indirect negotiations with the US, insisting on its right to peaceful nuclear technology and the ability to produce nuclear fuel, while demanding the lifting of US sanctions [1] - The market is expected to experience high volatility in oil prices over the next month, with a tendency for prices to rise due to geopolitical issues, suggesting a focus on upstream companies with oil and gas resources and offshore oil and gas service engineering sectors [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include major companies such as China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2] - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies related to the oil and gas industry on the Shanghai and Shenzhen stock exchanges [1][2]