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。 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31.64%，近一个月回报为14.61%。 2月6日，油气ETF华泰柏瑞（561570）开盘跌1.14%，报1.303元。油气ETF华泰柏瑞（561570）重仓股 方面，中国海油开盘跌2.61%，中国石油跌2.18%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌 1.29%，广汇能源跌1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌 10.00%。 ...

2月6日，石油ETF（561360）开盘跌2.76%，报1.372元。石油ETF（561360）重仓股方面，中国石油开 盘跌2.18%，中国海油跌2.61%，中国石化跌1.56%，杰瑞股份跌3.44%，招商轮船跌1.29%，广汇能源跌 1.28%，中远海能跌1.30%，恒力石化跌1.83%，荣盛石化跌1.31%，洲际油气跌10.00%。 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40.93%，近一个月回报为15.06%。 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。 来源：新浪基金∞工作室 ...

融券方面，中国海油2月5日融券偿还7.72万股，融券卖出2.01万股，按当日收盘价计算，卖出金额67.70 万元；融券余量22.59万股，融券余额760.83万元，低于近一年30%分位水平，处于低位。 来源：新浪证券-红岸工作室 2月5日，中国海油跌0.97%，成交额14.93亿元。两融数据显示，当日中国海油获融资买入额1.30亿元， 融资偿还1.23亿元，融资净买入684.55万元。截至2月5日，中国海油融资融券余额合计16.30亿元。 融资方面，中国海油当日融资买入1.30亿元。当前融资余额16.22亿元，占流通市值的1.61%，融资余额 低于近一年40%分位水平，处于较低位。 分红方面，中国海油A股上市后累计派现2559.95亿元。近三年，累计派现1790.51亿元。 机构持仓方面，截止2025年9月30日，中国海油十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 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。 资料 ...

Core Viewpoint - The newly released "Implementation Details for the Subsidy of Scrapping and Updating Old Operating Vessels in the Transportation Industry (Revised Version)" emphasizes the transition towards greener shipping by prioritizing LNG-powered vessels and introducing significant adjustments to the subsidy mechanism [1][2]. Group 1: Policy Implementation - The policy sets a clear timeline from August 2, 2024, to December 31, 2028, for the scrapping and updating of old Chinese operating vessels [2]. - A dedicated subsidy channel is established for new energy vessels using LNG as a single fuel or in dual-fuel configurations, providing unprecedented flexibility for shipowners [2][3]. - The new guidelines allow for independent subsidy applications for LNG vessels under specific conditions, reducing the barriers and costs for fleet updates [2]. Group 2: Industry Challenges and Opportunities - A significant portion of China's existing operating vessels are over 15 years old, which are less efficient and have higher carbon emissions, highlighting the urgency for green transformation in the shipping industry [2]. - The introduction of the subsidy policy is seen as a crucial measure to address industry pain points by incentivizing the retirement of high-energy-consuming vessels in favor of cleaner alternatives [2]. Group 3: Manufacturing and Technological Advancements - The global LNG shipping market is expected to see a 60% increase in demand by 2040, with potential vessel shortages as early as 2026 [3]. - Chinese shipyards are prepared to meet this demand, with LNG vessel orders extending to 2031, and advancements have halved the average construction time from 30 months to 15 months [3]. - The domestic production rate of LNG dual-fuel engines is nearing 80%, contributing to cost advantages and supply chain security for the industry [3]. Group 4: Infrastructure Development - The utilization rate of LNG receiving stations is projected to decline to 48% by 2030 before rising to approximately 59% by 2035, indicating a need for infrastructure development to match market demand [5]. - The "last mile" challenge for LNG refueling infrastructure remains, as specialized facilities are required for ship refueling, and current coverage is insufficient [6]. - The market is evolving with increased participation from social capital, moving away from a model dominated by the "Big Three" oil companies, leading to a more competitive and dynamic ecosystem [6].

中国冶金报社 一、科学与技术进步奖(32名) 姓 名 奖项类别 工作单位 鄂维南 数学、力学奖 北京大学 蔡荣根 物理学奖 宁波大学 丁 洪 物理学奖 上海交通大学 中国科学院长春应用化学研究所 杨秀宋 化学奖 徐义刚 中国科学院广州地球化学研究所 地球科学奖 许 强 地球科学奖 成都理工大学 生命科学奖 中国科学院深圳先进技术研究院 刘陈立 霍礼嘉 生命科学奖 北京大学 中国科学院分子植物科学卓越创新中心 何祖华 王 静 农学奖 中国农业科学院农业质量标准与检测技术研究所 吉林省农业科学院(中国农业科技东北创新中心) 王立春 王健伟 医学、药学奖 中国疾病预防控制中心(中国预防医学科学院) 陆 林 医学、药学奖 北京大学第六医院 海军军医大学第二附属医院 医学、药学奖 肖建如 医学、药学奖 邓旭亮 北京大学口腔医院 陈志南 医学、药学奖 中国人民解放军空军军医大学 杨文车 机械电力技术奖 北京航空航天大学 工程建设技术奖 中国航天科技集团有限公司公会 · 中国冶金报社 阎 君 二、科学与技术创新奖(22名) 机械电力技术奖 张开富 西北工业大学 韩 旭 机械电力技术奖 河北工业大学 谭久彬 电子信息技术奖 ...

Core Viewpoint - The chemical industry ETF managed by E Fund has shown a mixed performance with a recent decline in the index, while it has experienced significant inflows and growth in scale over the past month [1][2] Group 1: Index Performance - As of February 5, 2026, the China Securities Petrochemical Industry Index (H11057) decreased by 1.75% [1] - The leading stocks included Hengyi Petrochemical up by 1.27%, Sankeshu up by 1.25%, and Guangdong Hongda up by 1.09% [1] - The worst performers were Lianhong Xinke down by 6.32%, Cangge Mining down by 4.85%, and Shengquan Group down by 3.39% [1] Group 2: ETF Performance - The E Fund Chemical Industry ETF (516570) fell by 1.74%, with the latest price at 1.08 yuan [1] - Over the past month, the ETF has increased by 10.17%, ranking in the top half among comparable funds [1] - The ETF's trading volume was 4.69% with a total transaction value of 75.52 million yuan [1] Group 3: Fund Inflows and Scale - The E Fund Chemical Industry ETF has seen continuous net inflows over the past 14 days, with a maximum single-day inflow of 391 million yuan, totaling 1.4 billion yuan [1] - The average daily net inflow reached 100 million yuan [1] - The ETF's latest scale reached 1.631 billion yuan, marking a one-year high [1] - The total shares of the ETF reached 1.493 billion, also a one-year high [1] Group 4: Top Holdings - As of January 30, 2026, the top ten weighted stocks in the China Securities Petrochemical Industry Index accounted for 55.71% of the index [2] - The top ten stocks include Wanhua Chemical, China Petroleum, and Salt Lake Industry among others [2]

截至2026年2月5日15:00，中证石化产业指数(H11057)下跌1.75%。成分股方面涨跌互现，恒逸石化领涨 1.27%，三棵树上涨1.25%，广东宏大上涨1.09%；联泓新科领跌6.32%，藏格矿业下跌4.85%，圣泉集团 下跌3.39%。石化ETF(159731)下跌1.78%，最新报价0.99元。 流动性方面，石化ETF盘中换手8.27%，成交1.39亿元。拉长时间看，截至2月4日，石化ETF近1周日均 成交3.14亿元。 石化ETF(159731)，场外联接(华夏中证石化产业ETF发起式联接A：017855；华夏中证石化产业ETF发 起式联接C：017856)。 从收益能力看，截至2026年2月4日，石化ETF自成立以来，最高单月回报为15.86%，最长连涨月数为9 个月，最长连涨涨幅为60.75%，上涨月份平均收益率为5.59%。截至2026年1月30日，石化ETF近1年夏 普比率为2.52。 光大证券分析指出，随着行政监管与行业自律协同推进，炼化及化纤领域低价恶性竞争有望被有效遏 制；炼化扩能已近尾声，叠加"油转化""油转特"加速，行业供需结构趋于改善；涤纶长丝新增产能有 限，结构性优化提速 ...

Group 1 - The oil and gas ETF Huatai Fuhua (159309) opened down 0.14% at 1.378 yuan [1] - Major holdings in the ETF include China National Petroleum Corporation (up 0.47%), China National Offshore Oil Corporation (up 0.97%), and Sinopec (up 0.15%) [1] - The ETF's performance benchmark is the CSI Oil and Gas Resources Index return rate, managed by Huatai Fuhua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on May 31, 2024, the ETF has returned 37.83%, with a one-month return of 19.76% [1]

Group 1 - The China Securities Oil and Gas Resource Index (931248) decreased by 2.88% as of February 5, 2026, with mixed performance among constituent stocks [1] - Intercontinental Oil & Gas led the gains with an increase of 3.87%, while Jereh Group saw the largest decline at 9.27% [1] - The oil and gas ETF, Bosera (561760), fell by 3.01% to a latest price of 1.29 yuan, but has seen a cumulative increase of 9.29% over the past two weeks [1] Group 2 - Geopolitical factors are driving volatility in the S&P oil and gas sector, compounded by supply and demand disruptions [2] - As of February 4, 2026, WTI crude oil futures rose by 3.05% to $65.14 per barrel, while Brent crude increased by 3.16% to $69.46 per barrel [2] - Global oil supply is projected to exceed demand in 2026, with supply at 106.3 million barrels per day and demand at 104.3 million barrels per day [2] Group 3 - The U.S. Energy Information Administration (EIA) reported a significant drop in U.S. oil inventories, with a decrease of 3.455 million barrels last week, the largest decline for the same period since 2016 [2] - As of January 23, 2026, U.S. commercial crude oil inventories stood at 42,375 million barrels, an increase of 4.7 million barrels since the beginning of the month [3] Group 4 - The Bosera oil and gas ETF reached a new high in scale at 231 million yuan [4] - Over the past five trading days, there were three days of net inflows totaling 123 million yuan, with an average daily net inflow of 24.59 million yuan [4] - The index tracks companies involved in the oil and gas sector, including exploration, services, equipment manufacturing, refining, and sales [4]

Group 1 - The core viewpoint is that despite geopolitical tensions, particularly between the US and Iran, there is a significant increase in investment in the oil sector, with the Penghua Oil ETF (159697) seeing a net subscription of 10 million units [1] - The geopolitical situation presents asymmetric upward risks, with ongoing tensions and a lack of clear resolution paths, leading to oil prices rising to high levels [1] - The oil supply-demand fundamentals remain strong, with resilient demand and OPEC+ production falling short of targets, primarily relying on Saudi Arabia and the UAE for supply growth [1] - The Strait of Hormuz is identified as a critical vulnerability, with approximately 25% of global seaborne oil trade passing through it, posing risks to daily supplies of 8-9 million barrels if shipping is disrupted [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Oil and 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 Penghua Oil ETF (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1][2]