中新网宁波2月13日电 (张斌 骆泽明)13日，浙江宁波穿山港区的加注船"海洋石油302"轮完成对"史黛 丝"轮的保税LNG燃料加注，该船此前已在梅山港区为"布鲁塞尔快航"轮加注，单次航次完成双港区双 船加注，这标志着浙江自贸试验区保税LNG燃料"一船多供"模式在宁波港区落地。 此次落地的"一船多供"加注模式，是宁波海关助力浙江自贸试验区大宗商品资源配置枢纽建设的创新举 措。相较于传统加注模式中，LNG加注船单次仅能为一艘船舶加注、作业后需返港待命的局限，新模 式下加注船可一次性"返装"充足保税LNG燃料，为不同港区的多艘LNG动力船舶连续加注，大幅提升了 单一航次的加注效率，也进一步增强了宁波港区在国际航行船舶燃料供应领域的核心竞争力。 "原先加注船完成一单就要返港，中间的等待时间不仅降低效率，还可能耽误船舶加注安排。"浙江海港 国际贸易有限公司燃供部经理候杰表示，宁波海关在了解企业痛点后主动上门送策，创新试行"一船多 供"监管模式，为船燃供应业务发展提供了有力支撑。据悉，2025年宁波港区保税LNG加注量已突破25 万立方，企业预计在新模式加持下，2026年加注量有望突破30万立方。 作为宁波舟山港绿色港 ...

Core Viewpoint - The A-share market is set to experience a long holiday break of 9 days, combined with the regular market closure on February 14, leading to a total of 10 days off, impacting both stockholders and cash holders [1]. Market Overview - On February 13, the last trading day before the holiday, the A-share market saw a total transaction volume of 2 trillion yuan, with 46 stocks hitting the daily limit up. The market's performance showed a structure characterized by strong manufacturing, scattered cycles, and quiet consumption [3]. - The leading sectors included mechanical equipment and the automotive chain, with 7 and 5 stocks respectively hitting the limit up, indicating increased activity driven by exports and domestic substitution logic in the new energy vehicle industry [3]. Market Dynamics - The market exhibited a "strong high-end stocks remain strong, while mid-tier stocks show clear gaps" characteristic. The number of first-limit stocks decreased from 48 to 35, indicating a slight cooling of short-term market sentiment [7]. - Despite this, some funds continued to operate on independent logic, with ST Jinglan achieving 12 consecutive limit-ups and ST Songfa recording 3 limit-ups over 4 days, reflecting a high-risk appetite in the current market [8]. Sector Analysis - The main sectors attracting significant capital inflow included national defense and military, computer, and electronics, with the defense sector receiving the largest inflow of 7.317 billion yuan, indicating strong market interest in national security-related fields [10]. - The computer and electronics sectors followed with inflows of 4.784 billion yuan and 3.767 billion yuan respectively, showcasing ongoing optimism in the technology sector [10]. Stock Performance - Notable stocks with significant capital inflow included Deep Technology and Huasheng Tiancheng, with net inflows of 3.397 billion yuan and 3.255 billion yuan respectively, aligning with the overall sector trends [13]. - Conversely, stocks like Shuangliang Energy faced a trading halt after regulatory warnings regarding insufficient disclosure about a SpaceX order, highlighting the risks associated with speculative trading [16][17]. Market Sentiment - The overall market sentiment was weak, with the three major indices closing down: the Shanghai Composite Index fell by 1.26%, the Shenzhen Component Index by 1.28%, and the ChiNext Index by 1.57%, reflecting a broad retreat in cyclical stocks [19][20]. - Despite the downturn, there are expectations for a stronger market performance in February compared to late January, with potential capital rotation towards sectors with improving fundamentals [18].

Market Overview - The Shanghai Composite Index fell by 1.26% on February 13, with only 2 sectors rising, namely Comprehensive and Defense Industry, which increased by 2.06% and 0.65% respectively [1] - The sectors with the largest declines were Non-ferrous Metals and Building Materials, down by 3.36% and 3.10% respectively [1] Oil and Petrochemical Industry - The Oil and Petrochemical sector dropped by 3.09%, with a net outflow of 885 million yuan in main funds [1] - Out of 47 stocks in this sector, 7 stocks rose while 38 stocks fell [1] - The stocks with the highest net inflow were Tongkun Co., Ltd. with 56.42 million yuan, followed by China Petroleum and Hengyi Petrochemical with net inflows of 35.29 million yuan and 10.21 million yuan respectively [1] - The stocks with the largest net outflows included Sinopec Oilfield Service, China National Offshore Oil Corporation, and Intercontinental Oil and Gas, with net outflows of 129 million yuan, 111 million yuan, and 109 million yuan respectively [1] Fund Flow in Oil and Petrochemical Sector - The top stocks by fund flow in the Oil and Petrochemical sector included: - Sinopec Oilfield Service: -3.30% change, -128.75 million yuan net outflow [1] - China National Offshore Oil Corporation: -3.24% change, -111.14 million yuan net outflow [1] - Intercontinental Oil and Gas: -3.14% change, -109.09 million yuan net outflow [1] - Other notable stocks with significant net outflows include: - Haiyou Engineering: -5.25% change, -89.95 million yuan net outflow [1] - Rongsheng Petrochemical: -3.57% change, -82.54 million yuan net outflow [1] - Stocks with positive performance included: - Daqing Huake: +1.87% change, -4.03 million yuan net outflow [2]

（文章来源：每日经济新闻） 每经AI快讯，2月13日，蛇年收官A股三大指数集体下挫，截至收盘，上证指数跌1.26%，深成指跌 1.28%，创业板指跌1.57%，北证50指数跌0.22%，沪深京三市成交额19989亿元，较上日缩量1618亿 元。 板块题材上，军工装备、影视院线、造纸、半导体设备、智能座舱板块涨幅居前；光伏设备、小 金属、钢铁、港口航运、油气开采及服务、草甘膦、稀土永磁、化学化工板块跌幅居前。盘面上，光伏 热门股双良节能跌停，公司称间接参与相关商业航天项目，未直接与SpaceX合作。隔夜国际金价、油 价较大下跌，有色金属、石油天然气等资源股午后持续下探，紫金矿业、洛阳钼业、中国海油领跌。港 口航运板块同样表现不佳，中远海能、招商轮船跌幅居前。此外，化工、光纤、钢铁等多个板块下挫。 另一方面，国际局势动荡推动军工板块逆势走高，安达维尔收获20cm涨停。受益于AI浪潮，存储芯 片、半导体设备表现有韧性，深科技午后涨停，北方华创、江波龙等多股上扬。 ...

2月13日上午，A股三大指数低开低走。 从市场结构看，油气资源、小金属、光伏设备等板块跌幅居前；而半导体设备、商业航天板块逆市走强。 截至午间收盘，沪指报4105.04点，跌0.7%；深证成指跌0.67%，创业板指跌0.96%。科创综指逆市涨0.34%，北证50涨0.86%。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | -28.98 -0.70% -95.55 -0.67% +6.14 +0.34% | 4105.04 | 1822.29 | | 万得全A | 创业板指 | 北证50 | | 6800.24 3295.99 1546.37 | | | | -33.64 -0.49% -32.07 -0.96% +13.20 +0.86% | | | | 沪深300 | 中证500 | 中证A500 | | 4681.92 | 8368.43 . | 5874.09 | | -37.66 -0.80% -55.14 -0.65% -49.05 -0.83% | | | | 中证1000 | 深证100 | 中证红利 | | 8279.14 | 5823.76 | 5 ...

A股三大指数早盘集体下跌，截至午盘，沪指跌0.7%，深成指跌0.67%， 创业板指跌0.96%， 北证50指 数涨0.87%，沪深京三市半日成交额12137亿元，较上日缩量1264亿元。全市场超2600只个股下跌。 板 块题材上， 军工装备、 造纸、无人驾驶、 半导体设备、 养殖业、电池、旅游及酒店板块涨幅居前；油 气开采及服务、小金属、 港口 航运、 钢铁、 光伏设备、短剧 游戏板块跌幅居前。盘面上，国际局势 动荡，军工板块集体走高， 安达维尔收获20cm涨停。AI 算力基础设施建设浪潮如火如荼，半导体设备 方向持续活跃， 微导纳米、 富创精密均有10%以上涨幅。无人驾驶、 智能座舱板块同步走高， 浙江世 宝、 兴民智通、 千里科技封涨停板，此前工信部就自动驾驶安全标准征求意见。此外， 机器人、造 纸、 房地产等板块局部走高。另一方面，光伏板块热门股 双良节能盘中跌停，此前公司称间接参与相 关 商业航天项目，未直接与SpaceX合作。隔夜国际金价、油价较大下跌， 有色金属、 油气资源股等多 数走低， 中国海油、锡业股份等股录得下跌。 ...

Market Performance - The A-share market opened lower and continued to decline, with the Shanghai Composite Index down 0.7% at 4105.04 points, the Shenzhen Component Index down 0.67% at 14187.44 points, and the ChiNext Index down 0.96% at 3295.99 points, while the Sci-Tech 50 Index fell 0.09% to 1479.67 points [1] - Trading volume significantly shrank, with a total turnover of 12038.58 billion yuan, a decrease of 125.6 billion yuan compared to the previous trading day, and over 2600 stocks in the market declined [1] Sector Performance - The military industry, paper manufacturing, autonomous driving, semiconductor equipment, aquaculture, battery, and tourism sectors saw the largest gains, while oil and gas extraction and services, minor metals, port shipping, steel, photovoltaic equipment, and short drama gaming sectors experienced the largest declines [4] - The military sector rose collectively amid international turmoil, with Andavil hitting the daily limit up of 20% [4] - The AI computing infrastructure construction wave is thriving, with semiconductor equipment stocks remaining active, including Micronano and Fuchuang Precision, both rising over 10% [4] - The autonomous driving and smart cockpit sectors also saw gains, with Zhejiang Shibao, Xingmin Zhitong, and Qianli Technology hitting the daily limit up [4] - Conversely, the photovoltaic sector's popular stock, Shuangliang Energy, hit the daily limit down after the company stated it indirectly participated in related commercial aerospace projects but did not directly cooperate with SpaceX [4] - Overnight international gold and oil prices saw significant declines, leading to a drop in non-ferrous metals and oil and gas resource stocks, with China National Offshore Oil Corporation and Xiyang Co., Ltd. recording declines [4] Investor Sentiment - With the upcoming Spring Festival holiday leading to a 10-day market closure (February 14 to February 23), the focus for investors is whether to "hold stocks over the holiday" or "hold cash and wait" [5] - Several brokerages have analyzed historical A-share performance around the Spring Festival, identifying clear market trends to support current market dynamics [5] - In light of pre-holiday market fluctuations, most brokerages recommend that investors "hold stocks over the holiday" as a preferred strategy, anticipating a new round of market activity post-holiday [5]

石油ETF（561360）业绩比较基准为中证油气产业指数收益率，管理人为国泰基金管理有限公司，基金 经理为苗梦羽，成立（2023-10-23）以来回报为49.79%，近一个月回报为17.26%。 来源：新浪基金∞工作室 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。 2月13日，截止午间收盘，石油ETF（561360）跌3.60%，报1.448元，成交额1.64亿元。石油ETF （561360）重仓股方面，中国石油截止午盘跌4.53%，中国海油跌3.29%，中国石化跌3.33%，杰瑞股份 跌4.72%，招商轮船跌6.66%，广汇能源跌1.81%，中远海能跌8.06%，恒力石化跌3.12%，荣盛石化跌 2.71%，洲际油气跌1.37%。 ...

Core Viewpoint - The oil sector and oil prices have garnered significant market attention, with Brent crude oil prices rising over 10% since the beginning of the year, driven by rapid fluctuations and geopolitical factors [1] Group 1: Oil Price Review and Outlook - Oil is considered the lifeblood of industry and a primary source of fuel and chemical raw materials in modern society, with its price fluctuations significantly impacting global geopolitics [1] - Historical oil price surges have often been triggered by supply disruptions and geopolitical conflicts, such as the oil crises in the 1970s, which were marked by military actions and subsequent price hikes [3] - Recent oil price increases have been primarily due to supply constraints, influenced by OPEC's misjudgments and a surge in demand from emerging economies [4] Group 2: Current Market Dynamics - The oil market has experienced years of volatility, with recent trends showing that geopolitical tensions and supply-demand dynamics are increasingly influencing oil prices [4] - Recent strong performance in oil prices, particularly in late January, has been attributed to various geopolitical events and rising metal prices, which have positively affected overall commodity market sentiment [5] - The current market consensus suggests that the upward potential for oil prices outweighs the downside risk, with many investors viewing the $60 per barrel level as a solid support [5] Group 3: Investment Opportunities - The oil sector is likened to a call option on oil prices, as rising oil prices typically boost the stock prices of companies involved in oil extraction, production, and processing [5] - Investors are increasingly considering the oil sector as a viable investment option due to its relative undervaluation compared to other commodities, as indicated by the historical high gold-to-oil and copper-to-oil ratios [10] - The oil sector is viewed as a potential investment opportunity within the broader commodity cycle, particularly during periods of economic recovery and geopolitical uncertainty [6][7]

Group 1 - The oil and gas ETF, Fuquo (159148), opened down 1.36% at 1.019 yuan [1] - Major holdings in the ETF saw declines: China National Petroleum Corporation down 2.17%, China National Offshore Oil Corporation down 2.93%, and Sinopec down 1.06% [1] - The ETF's performance benchmark is the National Securities Oil and Gas Index return rate, managed by Fuquo Fund Management Co., Ltd. [1] Group 2 - The fund manager is Ge Junyang, and since its establishment on February 3, 2026, it has returned 3.36% [1] - Other notable stock movements include: Jereh Group down 4.79%, Guanghui Energy down 1.45%, and China Merchants Energy down 0.23% [1] - New Hope Group saw a slight increase of 0.26%, while CNOOC Engineering fell by 1.10% [1]