从资金流向上来看，当日油气开采板块主力资金净流入4.26亿元，游资资金净流出2.14亿元，散户资金净 流出2.12亿元。油气开采板块个股资金流向见下表： 证券之星消息，12月26日油气开采板块较上一交易日上涨1.34%，洲际油气领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600759 | 洲际油气 | 3.05 | 10.11% | 534.33万 | 15.85 Z | | 600938 | 甲国海团 | 28.31 | 0.64% | 27.35万 | 7.74亿 | | 000968 | 蓝焰控股 | 6.65 | 0.00% | 6.84万 | 4553.25万 | | 600777 | *ST新潮 | 3.88 | 0.00% | 8.54万 | 3304.01万 | | 代码 | 名称 | 主力净流入 (元) | | | | 主力净占比 游资净流入 ...

证券研究报告 | 2025年12月26日 | 晨会纪要 | | --- | 行业与公司 | 数据日期:2025-12-25 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3959.62 | 13531.41 | 4642.53 | 14517.25 | 3938.41 | 1349.05 | | 涨跌幅度（%） | 0.47 | 0.33 | 0.18 | 0.70 | 0.69 | -0.22 | | 成交金额（亿元） | 7850.18 | 11395.04 | 3853.56 | 4151.46 | 5262.93 | 448.28 | 【常规内容】 中国神华(601088.SH) 公司快评:千亿规模收购助力未来发展，龙头行稳 致远 中国海油(600938.SH) 公司快评:渤海海域获得亿吨级油田发现，国内油 气持续上产 金融工程 金融工程周报:股指分红点位监控周报-股指期货主力合约贴水幅度收窄 金融工程日报:沪指震荡攀升录得六连阳，商业 ...

Group 1 - The Ministry of Commerce has released the "Encouraged Foreign Investment Industry Catalog (2025 Edition)", which outlines four main preferential policies for industries within the catalog [2] - The first policy allows for the exemption of import tariffs on self-used equipment within the total investment amount, except for products specifically excluded by national regulations [2] - The second policy prioritizes land supply for encouraged industrial projects that use land intensively, allowing for a minimum transfer price of 70% of the national standard for industrial land in the corresponding area [2] - The third policy offers a reduced corporate income tax rate of 15% for investments in the western regions and Hainan Province [2] - The fourth policy provides tax credit benefits for foreign investors who reinvest profits distributed by domestic enterprises in industries listed in the "Encouraged Catalog" [2] Group 2 - The People's Bank of China and eight other departments have jointly issued opinions to support the accelerated construction of the Western Land-Sea New Corridor, proposing 21 key measures to enhance financial support [2] - These measures include improving financial organization collaboration, building a high-quality capital circulation system, and deepening cross-provincial and cross-border financial regulatory cooperation [2] - The goal is to leverage financial services to support the high-quality development of the Western Land-Sea New Corridor, creating a new pattern of opening up that integrates land and sea, and promotes mutual assistance between the east and west [2] Group 3 - China National Offshore Oil Corporation announced the discovery of the Qinhuangdao 29-6 oil field in the Bohai Sea, marking the seventh billion-ton oil field discovered since 2019 [3] - This discovery is significant for enhancing China's offshore oil and gas resource reserves and ensuring national energy security [3] Group 4 - Jiangxi Province has issued an "Artificial Intelligence+" action plan to boost research and production of sensors in fields such as embodied intelligence and consumer electronics [4] - The plan aims to accelerate innovation in products related to smart wearables and virtual reality, and to support enterprises in developing optical communication, display, and audio-video modules [4] Group 5 - Sanofi has announced an agreement to acquire Dynavax Technologies Corporation for approximately $2.2 billion, with a cash offer of $15.50 per share [12] - The acquisition includes Dynavax's marketed adult hepatitis B vaccine and differentiated candidate shingles vaccine, with the transaction expected to be completed in the first quarter of 2026 [12] Group 6 - Samsung and SK Hynix have raised the prices of HBM3E memory chips by nearly 20% for the upcoming year, a rare occurrence as suppliers typically lower prices before launching new generations [11] - The South Korean government plans to invest 700 billion KRW (approximately $478 million) in 2024 to support AI transformation projects in the manufacturing sector [11]

| 数据日期:2025-12-25 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3959.62 | 13531.41 | 4642.53 | 14517.25 | 3938.41 | 1349.05 | | 涨跌幅度（%） | 0.47 | 0.33 | 0.18 | 0.70 | 0.69 | -0.22 | | 成交金额（亿元） | 7850.18 | 11395.04 | 3853.56 | 4151.46 | 5262.93 | 448.28 | 【常规内容】 行业与公司 医药生物行业 2025 年 12 月投资策略：推荐关注 CXO 板块 证券研究报告 | 2025年12月26日 | 晨会纪要 | | --- | 中国神华(601088.SH) 公司快评:千亿规模收购助力未来发展，龙头行稳 致远 中国海油(600938.SH) 公司快评:渤海海域获得亿吨级油田发现，国内油 气持续上产 金融工程 金融工程周报:股指分红点位监控周报-股 ...

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，国信证券12月25日发布研报称，给予中国海油（600938.SH，最新价：28.13元）"优于大 市"评级。评级理由主要包括：1）涠洲11-4油田调整及围区开发项目投产，高峰产量达16900桶/天； 2）西江油田群24区开发项目投产，高峰产量达18000桶/天；3）公司在渤海海域新近系浅层获得秦皇岛 29-6亿吨级油田发现，为增储上产夯实资源基础；4）渤海油田2025年年产油气当量突破4000万吨，坚 实保障国家能源安全。风险提示：原油价格大幅波动的风险；自然灾害频发的风险；新项目投产不及预 期的风险；地缘政治风险；政策风险等。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][7] Core Insights - The company has announced the production commencement of the Weizhou 11-4 oilfield adjustment and surrounding area development project, with a peak production capacity of 16,900 barrels per day expected by 2026 [4][8] - The West Jiang oilfield group 24 area development project is also set to commence production, with a peak production capacity of 18,000 barrels per day anticipated by 2026 [4][9] - A significant discovery of a billion-ton oilfield, Qinhuangdao 29-6, has been made in the Bohai Sea, which is expected to solidify the resource base for increased production [5][10] - The Bohai oilfield is projected to exceed an annual production equivalent of 40 million tons by 2025, contributing significantly to national energy security [6][11] - The company maintains its net profit forecasts for 2025-2027 at 126.3 billion, 129.7 billion, and 135 billion yuan, respectively, with corresponding EPS of 2.66, 2.73, and 2.84 yuan, and PE ratios of 10.6, 10.3, and 9.9x [6][11] Summary by Relevant Sections Project Developments - The Weizhou 11-4 oilfield project will utilize existing facilities and is expected to reach a peak production of 16,900 barrels per day by 2026, with 35 wells planned [4][8] - The West Jiang oilfield group 24 area project will also leverage existing infrastructure, aiming for a peak production of 18,000 barrels per day by 2026, featuring innovative technology for continuous production [4][9] Resource Discoveries - The Qinhuangdao 29-6 oilfield discovery in the Bohai Sea has confirmed geological reserves exceeding 100 million tons of oil equivalent, showcasing the exploration potential in the area [5][10] Production and Financial Forecasts - The Bohai oilfield's annual production is expected to surpass 40 million tons by 2025, marking it as a crucial asset for national energy security [6][11] - The company projects steady growth in net profits and earnings per share over the next few years, maintaining a favorable valuation outlook [6][11]

证券之星消息，12月25日油气开采板块较上一交易日下跌0.25%，洲际油气领跌。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600938 | 與澳圖出 | 28.13 | 0.07% | 24.06万 | 6.79亿 | | 000968 | 蓝焰控股 | 6.65 | 0.00% | 4.69万 | 3121.26万 | | 600777 | *ST新潮 | 3.88 | -0.51% | 9.92万 | 3859.85万 | | 600759 | 洲际油气 | 2.77 | -2.12% | 224.33万 | 6.24Z | 从资金流向上来看，当日油气开采板块主力资金净流出3708.62万元，游资资金净流出1844.28万元，散户 资金净流入5552.9万元。油气开采板块个股资金流向见下表： | 代码 | 名称 | 主力净流入（元） | | | 主力净占比 ...

Group 1 - The core viewpoint of the article is that Baomo Co., Ltd. (002476.SZ) produces polyacrylamide products primarily used in enhanced oil recovery operations in the oil and gas development sector [1]

国家能源局数据显示：2025年我国原油产量有望达到2.15亿吨，创历史新高；天然气产量可达2600亿立 方米，比"十三五"末增长35%。 "十四五"时期，我国油气供给能力显著提升，储运能力持续增强。截至"十四五"末，原油与成品油管道 总里程达约6.7万公里，天然气长输管道总里程达约12.8万公里，分别较"十三五"末增长4%、16%；储 气库建设积极推进，调峰能力大幅提升。同时，油气进口格局更加多元，资源保障能力持续提升，截至 2025年9月，原油进口来源国已拓展至40多个，天然气进口来源国拓展至30多个。 中国石油集团经济技术研究院相关负责人介绍，未来5年，预计国内油气产量呈现"油稳气增"态势， 2030年原油产量可保持2亿吨稳产，天然气产量有望增至3000亿立方米。全国将有一批大型炼化一体化 项目及炼化转型升级项目投产，高端石化产品供给比例提升。基于绿色氢氨醇发展，传统油气将加快向 绿色新型油气转变。（丁怡婷） 原标题：我国原油产量今年有望创新高 预计达到2.15亿吨 近日举行的2025国际能源发展高峰论坛发布《2060世界和中国能源展望报告（2025版）》。报告显示， 我国能源结构日趋多元均衡，未来10年 ...

你听 12月8日拍摄的山东港口青岛港（无人机照片）。新华社发（张进刚摄） 这奋进的脚步里，有"十四五"交出的答卷，有"十五五"的"接力奋斗"。 国家发展改革委主任郑栅洁说，"十四五"即将收官。回过头来看，5年前制定的规划《纲要》各项主要指标中，经济增长、全员劳动生产率、全社 会研发经费投入等指标进展符合预期；常住人口城镇化率，人均预期寿命，粮食、能源综合生产能力等8项指标进展超过预期；规划确定的战略任 0:00 / 10:58 时间的长河奔涌向前 奋进的步伐永不停歇 站在岁尾年终 回望2025年 务全面落地，部署的102项重大工程顺利推进。 10月20日至23日，党的二十届四中全会在北京胜利召开，擘画"十五五"发展美好蓝图。 中央财办分管日常工作的副主任、中央农办主任韩文秀介绍，关于"十五五"时期经济社会发展主要目标，包括七个方面：一是高质量发展取得显 著成效，二是科技自立自强水平大幅提高，三是进一步全面深化改革取得新突破，四是社会文明程度明显提升，五是人民生活品质不断提高，六 是美丽中国建设取得新的重大进展，七是国家安全屏障更加巩固。"相信未来五年，我国包括硬实力和软实力在内的综合国力将持续增强，国际地 位 ...