声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，洲际油气跌停原因可能如下，业绩下滑+股东减持+审计问题： 1、公司业绩大幅 下滑：2025年业绩预告显示，公司净利润预计下滑69%-78%，扣非净利润下滑71%-81%，2026年1月31 日业绩预告也表明2025年报盈利大幅减少，归母净利润1.05亿 - 1.5亿，同比 - 78.47% - -69.24%。这说明 公司经营状况不佳，在市场竞争、成本控制等方面或存在问题，对股价产生了较大的下行压力。 2、行 业与外部因素：洲际油气主营业务受国际油价波动影响显著，若国际油价走势不利，会直接影响公司业 绩。同时，审计机构大华所近三年受6次行政处罚，项目合伙人被警 ...

Group 1 - Oil and gas stocks opened significantly lower, with Tongyuan Petroleum, Zhongman Petroleum, Jun Oil Co., and Shandong Molong hitting the daily limit down, while Keli Co. fell over 14% [2] - Brent crude oil futures saw an expanded decline of 3%, trading at $67.208 per barrel [2]

Investment Rating - The report maintains a positive outlook on the oil and petrochemical industry, indicating a "Buy" rating due to the current geopolitical risks and potential for price recovery in the medium to long term [1]. Core Insights - The report highlights that the recent surge in oil prices is primarily driven by geopolitical risks, particularly the ongoing tensions between the US and Iran, which have led to Brent crude oil prices exceeding $70 per barrel [1][4]. - It is anticipated that oil prices will exhibit characteristics of being "geopolitically driven with fundamental support" around the Chinese New Year, with potential further increases if conflict expectations materialize [7]. - The medium to long-term outlook suggests a return to fundamental pricing logic, with oil supply and demand expected to be in a loose balance, limiting upward price movement unless geopolitical tensions persist [7]. Summary by Sections Upstream Sector - As of January 30, Brent crude oil futures closed at $70.69 per barrel, reflecting a week-on-week increase of 7.30%, while WTI futures rose by 6.78% to $65.21 per barrel [15]. - US commercial crude oil inventories decreased to 424 million barrels, down by 2.296 million barrels from the previous week, marking a 3% decline compared to the past five years [17]. - The report notes a trend of increasing oil service activity, with drilling day rates remaining stable despite low levels, indicating potential for future increases as global capital expenditures rise [15]. Refining Sector - The report indicates a decline in overseas refined oil crack spreads, with Singapore's refining margin dropping to $9.40 per barrel, down by $2.69 from the previous week [54]. - The report anticipates that refining profitability may improve as oil prices adjust, with expectations of gradual recovery in refining product margins as economic conditions stabilize [51]. Polyester Sector - The report highlights an increase in PTA profitability, with prices rising to 5,271.4 CNY per ton, reflecting a week-on-week increase of 4.66% [1]. - The overall performance of the polyester industry is described as average, with a need to monitor demand changes, but a gradual improvement is expected as new production capacities taper off [1]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co. and Wankai New Materials, as well as large refining companies like Hengli Petrochemical and Rongsheng Petrochemical, which are expected to benefit from improved cost structures and competitive advantages [1][10]. - It also suggests maintaining a neutral outlook on oil companies, with a preference for those offering higher dividend yields, such as China National Petroleum and China National Offshore Oil Corporation [10].

本周油气开采板块表现活跃，其中通源石油周涨63.04%，科力股份周涨44.57%。消息方面，美国加大 对俄罗斯和伊朗石油业的制裁，短期内使得俄油和伊朗油外流受到较大阻力，虽然特朗普此前签署行政 命令，加大油气资源开发、撤销海上能源勘探禁令，但与环保局就能源勘探禁令撤销问题的博弈和油企 加大资本开支进行油气开发均需要较长时间，短期内供应端的扰动对油价仍有一定支撑。 本周主力资金净流入方面，天孚通信、中际旭创、新易盛主力资金净流入超30亿元。主力资金净流出方 面，本周航天电子、工业富联、特变电工、中国卫星、铜陵有色净流出超40亿元。 （智通财经） 智通财经2月1日讯，本周A股三大指数震荡回调，其中上证指数周跌0.44%，深成指周跌1.62%，创业板 指周跌0.09%。本周贵金属、油气开采板块涨幅居前，黄金、小金属概念股表现活跃。 本周贵金属概念涨幅居前，湖南黄金周涨61.08%，晓程科技周涨53.13%。消息方面，1月26日首次突破 5000美元，1月29日盘中突破5500美元，最高触及5596美元/盎司，不过随着特朗普提名凯文·沃什为下 届美联储主席，市场重新评估其为鹰派人物，预期"降息缩表"政策，美元大幅反弹 ...

（编辑 王雪儿） 证券日报网讯 1月30日，洲际油气发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为10500万元到15000万元，与上年同期相比预计将减少33760.16万元到38260.16万元，同比减少69.24% 到78.47%。 ...

（记者 王晓波） 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，洲际油气1月30日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 1.05亿元到1.5亿元，与上年同期相比，预计将减少约3.38亿元到约3.83亿元，同比减少 69.24%~78.47%。本报告期，由于国际原油价格低于去年同期，原油销售业务利润有所下降。上个报告 期，母公司司法重整事项税务处理对所得税费用的影响，导致上期所得税费用降低，致使本期所得税费 用较上期增加。 每日经济新闻 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 ...

南财智讯1月30日电，洲际油气发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 10500万元—15000万元，同比预减69.24%—78.47%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为6000万元—9000万元，同比预减71.10%—80.74%。本期业绩预减的主要原因： （一）主营业务影响：本报告期，由于国际原油价格低于去年同期，原油销售业务利润有所下降。 （二）非经常性损益的影响：上个报告期，母公司司法重整事项税务处理对所得税费用的影响，导致上 期所得税费用降低，致使本期所得税费用较上期增加。 ...

洲际油气公告，预计2025年年度实现归属于母公司所有者的净利润为1.05亿元到1.5亿元，与上年同期相 比，预计将减少3.38亿元到3.83亿元，同比减少69.24%到78.47%。预计2025年年度实现归属于母公司所 有者的扣除非经常性损益后的净利润为6000万元到9000万元，与上年同期相比，预计将减少2.21亿元到 2.51亿元，同比减少71.10%到80.74%。 ...

Group 1 - The oil and gas extraction sector experienced a decline of 2.45% on January 30, with Blue Flame Holdings leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Major stocks in the oil and gas extraction sector showed varied performance, with *ST Xinchao closing at 4.15, up 0.48%, and Blue Flame Holdings closing at 8.17, down 6.31% [1] Group 2 - The net outflow of main funds in the oil and gas extraction sector was 1.157 billion yuan, while retail investors saw a net inflow of 1.038 billion yuan [1] - Detailed fund flow data indicated that *ST Xinchao had a main net inflow of 3.87 million yuan, while Blue Flame Holdings had a main net outflow of 23.42 million yuan [2] - China National Offshore Oil Corporation experienced a main net outflow of 27.4 million yuan, while retail investors contributed a net inflow of 263 million yuan [2]

（原标题：?近年来油气行业最大合并倒计时? 传二叠纪巨头Coterra(CTRA.US)与戴文能源(DVN.US)酝 酿并购） Piazza补充表示："由于资产多元使得难以向投资者包装成一个清晰的主题，因此精简整合最优质资源 最为可行。" 戴文能源公司在二叠纪盆地一片钻探规模快速增长的区域——被称为特拉华盆地(Delaware Basin)，拥 有大约40万净英亩的权利;Coterra在该区域也拥有34.6万英亩的持仓。此外，Coterra在马塞勒斯页岩 (Marcellus Shale)也拥有大规模资产。 Kimmeridge Energy Management Co.是一家长期以来直言不讳的油气投资机构，在两家公司均持有股份; 其已表态支持潜在的双方联姻，使合并后的公司能够聚焦其二叠纪特拉华盆地资产。 合并对双方而言都是有利的结果 智通财经APP获悉，媒体援引知情人士透露的消息报道称，美国二叠纪油气巨头Coterra Energy Inc. (CTRA.US)与戴文能源公司(DVN.US)正在就合并进行深入谈判;若达成，这将成为近年来全球规模最大 的油气领域并购交易之一。知情人士表示，两家油气巨头可能在未 ...