新华财经香港12月2日电（记者林迎楠）2日港股主要指数高开，截至收盘，恒生指数上涨0.24%至 26095.05点，恒生科技指数下跌0.37%至5624.04点，国企指数上涨0.11%至9182.65点。 个股方面，小米集团涨0.99%，快手涨0.88%，比亚迪股份涨2.19%，中兴通讯跌5.64%，小鹏汽车跌 5.52%，紫金矿业涨1.24%，泡泡玛特涨1.67%，中远海能跌9.12%，蔚来跌6.74%，安踏体育涨2.26%， 中国石油股份涨0.80%，中国电信涨0.84%，工商银行跌0.46%，华润电力涨0.75%。 当日恒指高开155.29点，开报26188.55点，开盘先在高位震荡，午前迅速下跌，尾市略有拉高，最终恒 指涨61.79点，主板成交超1782亿港元。截至收盘，上涨股票1022只，下跌1076只，收平1126只。当 日，港股通（南向）净流入超41亿港元。 整体来看，多数板块涨跌互现，煤炭、博彩、石油与天然气、建材水泥、电信等股多有上涨，房地产、 新能源车企、银行、保险、券商、新消费等股有涨有跌，生物医药、芯片、黄金、有色金属、百货业等 股多有下跌。 成交额前三的个股中，阿里巴巴涨1.36%， ...

消息上，原油在亚洲早盘交易中小幅走高，原因是供应链中断。澳新银行研究分析师指出，连接哈萨克 斯坦油田至俄罗斯黑海沿岸的一条管道上的三个系泊设备之一被乌克兰袭击损坏。分析师表示，乌克兰 还证实周末袭击了一家炼油厂和数艘油轮，因为它正在加大对俄罗斯石油目标的打击力度。 格隆汇12月2日｜港股三桶油集体拉升上涨，其中，中国海洋石油盘中冲高超3%，中国石油股份涨近 2%，中国石油化工涨超1%。 光大证券此前认为，在国企改革深化、油价维持高位的背景下，"三桶油"有望持续兑现业绩和高分红， 开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感 性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) shows mixed financial performance with a slight decrease in revenue and net profit, while its stock performance indicates low financing balance and high short-selling activity [1][2][3] Financing Summary - On December 1, CNPC's stock rose by 2.15% with a trading volume of 1.135 billion yuan - The financing buy-in amount was 126 million yuan, while financing repayment was 138 million yuan, resulting in a net financing outflow of 12.01 million yuan - As of December 1, the total financing and securities lending balance was 1.986 billion yuan, with a financing balance of 1.964 billion yuan, accounting for 0.12% of the circulating market value, which is below the 10% percentile level over the past year [1] Short Selling Summary - On December 1, CNPC repaid 31,400 shares in short selling and sold 231,200 shares, amounting to 2.3028 million yuan based on the closing price - The remaining short-selling volume was 2.2168 million shares, with a short-selling balance of 22.0793 million yuan, exceeding the 80% percentile level over the past year, indicating a high level of short interest [1] Company Overview - CNPC, established on November 5, 1999, and listed on November 5, 2007, is headquartered in Beijing and engages in oil and gas exploration, production, refining, and sales, as well as new energy and chemical products [2] - The revenue composition includes refining products (69.64%), crude oil (43.27%), natural gas (39.98%), chemical products (8.78%), and other sales [2] Financial Performance - For the period from January to September 2025, CNPC reported a revenue of 2.169256 trillion yuan, a year-on-year decrease of 3.86% - The net profit attributable to shareholders was 126.279 billion yuan, down 4.71% year-on-year [2] Dividend and Shareholder Information - CNPC has distributed a total of 875.28 billion yuan in dividends since its A-share listing, with 247.08 billion yuan in the last three years - As of September 30, 2025, the number of shareholders was 503,900, an increase of 4.46% from the previous period, with an average of 324,618 circulating shares per shareholder, a decrease of 4.33% [3]

光大证券此前认为，在国企改革深化、油价维持高位的背景下，"三桶油"有望持续兑现业绩和高分红， 开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感 性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00883 | 甲国海洋石油 | 21.980 2.52% | | | 00857 | 中国石油股份 | 8.940 | 1.82% | | 00135 | 昆仑能源 | 7.460 | 1.50% | | 00386 | 中国石油化工股 | 4.510 1.35% | | 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 12月2日，港股三桶油集体拉升上涨，其中，中国海洋石油盘中冲高超3%，中国石油股份涨近2%，中 国石油化工涨超1%。 消息上，原油在亚洲早盘交易中小幅走高，原因是供应链中断。澳新银行研究分析师指出，连接哈萨克 斯坦油田至俄罗斯黑海沿岸的一条管道上的三个系泊设备之一被乌克兰袭击损坏。分析师表示，乌克兰 还证实周末袭击了一家炼油厂和数艘油轮 ...

Core Viewpoint - ExxonMobil Technology and Engineering Company has obtained a patent for a method to convert C2+ olefins into higher carbon number olefin compositions suitable for producing branched alkane kerosene [1] Group 1 - The patent is titled "Method for converting C2+ olefins into higher carbon number olefin compositions suitable for producing branched alkane kerosene" [1] - The patent was granted with the announcement number CN119110841B [1] - The application date for the patent was April 2023 [1]

港股三桶油集体拉升上涨，其中，中国海洋石油盘中冲高超3%，中国石油股份涨近2%，中国石油化工 涨超1%。 消息上，原油在亚洲早盘交易中小幅走高，原因是供应链中断。澳新银行研究分析师指出，连接哈萨克 斯坦油田至俄罗斯黑海沿岸的一条管道上的三个系泊设备之一被乌克兰袭击损坏。分析师表示，乌克兰 还证实周末袭击了一家炼油厂和数艘油轮，因为它正在加大对俄罗斯石油目标的打击力度。 光大证券此前认为，在国企改革深化、油价维持高位的背景下，"三桶油"有望持续兑现业绩和高分红， 开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感 性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 00883 | 甲国海洋石油 | 21.980 2.52% | | 00857 | 中国石油股份 | 8.940 1.82% | | 00135 | 昆仑能源 | 7.460 1.50% | | 00386 | 中国石油化工股 | 4.510 1.35% | ...

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该发现位于阿尔伯特裂谷盆地，与道达尔能源和中国海油正在开发的蒂伦加和金菲舍油田同属一个区 域。这两个油田预计将于2026年下半年开始商业生产。 UNOC表示，总投资50亿美元的东非原油管道(EACOP)建设进度已达75%。这条全长1443公里的管道将 连接乌干达油田与坦桑尼亚坦噶港，建成后可将乌干达原油日产量峰值20万桶输送至国际市场。 中化新网讯 近日，乌干达国家石油公司(UNOC)宣布，该公司在卡苏鲁班勘探区块内识别出9口潜在油 井，新增可采原油储量约6亿桶。这一发现将使乌干达已探明可采原油总储量超过22.5亿桶。 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) has experienced a decline in stock price and trading volume, with significant changes in financing and margin trading activities [1][2]. Financing Summary - On November 28, CNPC's stock price fell by 1.02%, with a trading volume of 730 million yuan. The financing buy-in amounted to 49.09 million yuan, while financing repayment was 48.34 million yuan, resulting in a net financing buy of 0.76 million yuan [1]. - As of November 28, the total financing and margin trading balance for CNPC was 1.995 billion yuan, with a financing balance of 1.976 billion yuan, representing 0.13% of the circulating market value, which is below the 10% percentile level over the past year [1]. - In terms of margin trading, CNPC repaid 106,600 shares on November 28, with a margin sell of 24,300 shares, amounting to 236,900 yuan at the closing price. The remaining margin balance was 201,700 shares, with a margin balance of 19.67 million yuan, exceeding the 70% percentile level over the past year [1]. Company Overview - CNPC, established on November 5, 1999, and listed on November 5, 2007, is headquartered in Beijing and engages in various sectors including oil and gas exploration, production, refining, and sales, as well as new energy and chemical products [2]. - The revenue composition of CNPC includes refining products (69.64%), crude oil (43.27%), natural gas (39.98%), chemical products (8.78%), and other segments [2]. - As of September 30, 2025, CNPC reported a total revenue of 2.169 trillion yuan, a year-on-year decrease of 3.86%, and a net profit attributable to shareholders of 126.28 billion yuan, down 4.71% year-on-year [2]. Dividend and Shareholder Information - CNPC has distributed a total of 875.28 billion yuan in dividends since its A-share listing, with 247.08 billion yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders included China Securities Finance Corporation with 1.02 billion shares, while Hong Kong Central Clearing Limited reduced its holdings by 336 million shares [3].

Core Viewpoint - OMS Energy Technologies, a Singapore-based company, raised US$29 million through its IPO on Nasdaq, but is currently trading lower than its IPO price, indicating potential undervaluation and investment opportunities [1][6][21]. Company Overview - OMS Energy Technologies operates in the oil and gas industry and has been led by CEO How Meng Hock, who has 30 years of experience in the sector. The company was previously under Sumitomo Corporation and faced significant challenges from 2014 to 2019 due to poor oil demand forecasts [2][21]. - The company underwent a management buyout in 2023, initiated by Meng Hock, to ensure the continuity of employment for its 600 employees and their families [3][21]. Financial Performance - OMS has shown a strong financial performance with net income reaching US$34 million within two years post-buyout. The company has zero debt and holds US$126 million in cash, indicating a strong liquidity position [9][10][21]. - The financial metrics for OMS are promising, with gross profit and net income figures for various periods indicating profitability. For instance, in 2H 2025, gross profit was US$68 million and net income was US$47 million [10][11]. Revenue and Client Base - OMS's revenue is heavily reliant on long-term contracts, particularly with Saudi Aramco, which accounted for 67% of its revenue prior to the latest quarter. This reliance introduces fluctuations in revenue recognition due to the nature of call-up orders [12][30]. - The company is actively seeking to diversify its client base and expand its product portfolio to mitigate risks associated with dependency on a single client [29][30]. Cash Management and Future Plans - The company has demonstrated effective cash management, with significant increases in cash holdings over recent periods, attributed to operating cash flow and IPO proceeds [15][21]. - Future plans include potential share buybacks to enhance earnings per share (EPS) and improve market valuation, although there are concerns about the effective use of cash [19][22]. Market Position and Valuation - OMS is classified as a micro-cap company with a market capitalization of approximately US$195.5 million. The current trading price suggests it is undervalued, trading at about 2 times ex-cash price-to-earnings (PE) ratio [7][13]. - The company’s valuation is seen as attractive, especially given its high return on invested capital (ROIC) and the potential for future earnings growth [18][24].