公告称，该项目的中标标志着集团在南美油气资源开发领域取得重大突破，进一步完善了集团在海外重 点区域的业务布局，有助于提升集团在全球油气市场的份额及行业影响力。集团相信，该项目落地将为 集团的可持续发展开闢新的空间，集团将继续秉持大力拓展海外潜力项目的发展策略，推进国际化战略 布局，深化技术整合与创新应用的运营策略，向成为具有全球竞争力的油气综合服务企业稳步迈进。 智通财经APP获悉，华油能源(01251)涨超7%，截至发稿，涨7.53%，报0.2港元，成交额240.88万港元。 消息面上，华油能源发布公告，于2025年11月22日，公司收到秘鲁石油公司PERUPETROS.A.正式通 知，已成功通过其综合招标文件所规定的资格审查程序，中标秘鲁塔拉拉油田六区块开发项目，获得该 项目区块碳氢化合物开采许可协议的签约权。集团将全面负责该项目区块的开发与运营工作，石油开采 的期限为30年。塔拉拉油田位于秘鲁皮乌拉省塔拉拉盆地，该盆地是秘鲁石油工业发源地，区块资源条 件成熟。 ...

格隆汇11月24日丨宝莫股份(002476.SZ)在互动平台表示，公司主要聚焦研发和生产应用于油气开发作 业领域的聚丙烯酰胺产品，销售覆盖北美、南美、非洲、中亚等地区。 ...

证券之星消息，11月20日南向资金减持1.0万股中石化冠德（00934.HK）。近5个交易日中，获南向资金 增持的有3天，累计净增持33.8万股。近20个交易日中，获南向资金减持的有10天，累计净减持274.2万 股。截至目前，南向资金持有中石化冠德（00934.HK）2.63亿股，占公司已发行普通股的10.58%。 中石化冠德控股有限公司是一家主要从事油气相关业务的投资控股公司。该公司通过两个部门运营业 务。原油码头及储存服务分部主要从事提供原油运输、卸货、储存及其他油轮码头服务。船舶租赁及运 输服务分部主要从事为提供船舶租赁服务作液化天然气运输业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数 (股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-20 | 2.63亿 | -1.00万 | -0.00% | | 2025-11-19 | 2.63亿 | 25.60万 | 0.10% | | 2025-11-18 | 2.63亿 | 37 ...

Group 1 - The core viewpoint of the news is that Beiken Energy's stock has seen a significant increase, with a rise of 5.29% to 12.35 CNY per share, and a trading volume of 197 million CNY, indicating strong market interest [1] - Beiken Energy, established on November 26, 2009, and listed on December 8, 2016, primarily engages in oil and gas exploration and development, with drilling engineering services accounting for 99.25% of its main business revenue [1] - The company's total market capitalization is reported to be 2.482 billion CNY [1] Group 2 - Yimin Fund has a significant holding in Beiken Energy, with its Yimin Core Growth Mixed Fund (560006) holding 24,100 shares, representing 1% of the fund's net value, making it the tenth largest holding [2] - The Yimin Core Growth Mixed Fund has achieved a year-to-date return of 17.29%, ranking 4822 out of 8147 in its category, and a one-year return of 13.75%, ranking 4484 out of 8056 [2] Group 3 - The fund managers of Yimin Core Growth Mixed Fund are Wang Yong and Guan Xu, with Wang having a tenure of 2 years and 259 days and a best return of 82.55% during his management [3] - Guan Xu has a tenure of 2 years and 47 days, with a best return of 34.44% during his management [3]

Core Insights - Southbound funds increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 376,000 shares on November 6, 2025, marking a net increase of 1,298,000 shares over the past five trading days [1] - Over the last 20 trading days, there have been 13 days of net increases in holdings, totaling 5,338,000 shares [1] - As of now, southbound funds hold 265 million shares of Sinopec Kantons, representing 10.65% of the company's total issued ordinary shares [1] Trading Data Summary - On November 6, 2025, total shares held were 265 million, with a change of 376,000 shares, reflecting a 0.14% increase [2] - On November 5, 2025, total shares held were 264 million, with a decrease of 1,280,000 shares, indicating a -0.48% change [2] - On November 4, 2025, total shares held were 266 million, with an increase of 630,000 shares, showing a 0.24% change [2] - On November 3, 2025, total shares held were 265 million, with an increase of 1,292,000 shares, reflecting a 0.49% change [2] - On October 31, 2025, total shares held were 264 million, with an increase of 280,000 shares, indicating a 0.11% change [2] Company Overview - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two segments: crude oil terminal and storage services, and ship leasing and transportation services [2] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [2] - The ship leasing and transportation services segment is mainly involved in providing ship leasing services for liquefied natural gas transportation [2]

Group 1 - The core point of the news is that southbound funds have increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 1.292 million shares on November 3, 2025, while experiencing a net reduction of 502,000 shares over the past five trading days [1][2] - Over the last 20 trading days, there have been 13 days of net increases in holdings by southbound funds, totaling an increase of 5.728 million shares [1][2] - As of now, southbound funds hold 265 million shares of Sinopec Kantons, which represents 10.66% of the company's total issued ordinary shares [1][2] Group 2 - The company primarily engages in oil and gas-related businesses through two segments: crude oil terminal and storage services, and ship leasing and transportation services [2] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [2] - The ship leasing and transportation services segment is primarily involved in providing ship leasing services for liquefied natural gas transportation [2]

Core Viewpoint - Daye Intelligent (300670.SZ) announced that its wholly-owned subsidiaries, Jinhua Zero One and Jinhua Zero Two, plan to sign a bareboat charter agreement with OOS International B.V. to lease vessels Jinhua 01 and Jinhua 02 for offshore oil and gas projects in Brazil, generating significant revenue over the contract period [1] Group 1 - The vessels will be leased at a rate of $22,250 per day for each vessel [1] - The operational period of the lease will range from a minimum of 1,095 days to a maximum of 1,245 days [1] - The total estimated revenue from the bareboat charter contracts for both platforms is approximately $48,727,500 [1] Group 2 - The transaction does not constitute a related party transaction or a major asset restructuring [1] - The agreement is subject to approval by the shareholders' meeting [1]

Core Viewpoint - Southbound funds increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 280,000 shares on October 31, 2025, despite a net reduction of 2.27 million shares over the past five trading days [1][2]. Group 1: Shareholding Changes - As of October 31, 2025, southbound funds hold a total of 264 million shares of Sinopec Kantons, representing 10.6% of the company's issued ordinary shares [1][2]. - In the last 20 trading days, there were 13 days of net increases in holdings, totaling 4.618 million shares [1]. - The shareholding changes over the last five trading days include a decrease of 1.25 million shares on October 30, 2025, and a total reduction of 227,000 shares on October 31, 2025 [2]. Group 2: Company Overview - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two segments: crude oil terminal and storage services, and ship leasing and transportation services [2]. - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [2]. - The ship leasing and transportation services segment is primarily involved in providing ship leasing services for liquefied natural gas transportation [2].

Core Viewpoint - Renji Co., Ltd. experienced a significant decline of 8.31% in its stock price, with a trading volume of 8.32 billion yuan and a fluctuation of 21.67% on the day [1] Trading Activity - The stock had a turnover rate of 24.62%, indicating high trading activity [1] - Institutional investors net bought 13.15 million yuan, while brokerage seats collectively net bought 12.48 million yuan [1] - The stock was listed on the Shenzhen Stock Exchange due to its daily fluctuation reaching 21.67% [1] Institutional Participation - The top five trading departments accounted for a total transaction volume of 196 million yuan, with a buying amount of 111 million yuan and a selling amount of 85.24 million yuan, resulting in a net purchase of 25.63 million yuan [1] - Four institutional special seats were involved in the trading, with a total buying amount of 53.76 million yuan and a selling amount of 40.60 million yuan, leading to a net purchase of 13.15 million yuan [1] Fund Flow - The stock saw a net outflow of 60.84 million yuan from major funds, with a significant outflow of 37.36 million yuan from large orders and 23.48 million yuan from medium orders [1] - Over the past five days, the net outflow of major funds amounted to 41.83 million yuan [1]

Core Viewpoint - Renji Co., Ltd. reported a significant decline in revenue and net loss for the first three quarters of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved an operating income of 68.54 million yuan, representing a year-on-year decrease of 47.95% [1] - The net loss attributable to shareholders of the listed company was 21.15 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 20.76 million yuan [1]