油气资源股延续活跃，石化油服2连板，通源石油涨超10%，洲际油气、准油股份、中国海油、中曼石 油、科力股份跟涨。 ...

Core Viewpoint - The company *ST Xinchao (Xinchao Energy) is facing significant challenges as it anticipates a decline in profits for 2025 due to falling international oil prices, while also grappling with the risk of being delisted from the stock exchange due to an unfavorable audit report for 2024 [2][3][6]. Financial Performance - The company expects a total profit of 1.41 billion yuan and a net profit attributable to shareholders of 1.11 billion yuan for 2025, which represents a significant decrease compared to the 2.036 billion yuan net profit in 2024 [3][6]. - The anticipated net profit for 2025 is nearly halved compared to the previous year, indicating a challenging financial outlook [3][6]. - The decline in revenue is attributed to a 13% decrease in operating income, primarily driven by a drop in international oil prices, with the average WTI price expected to fall from 76.55 USD/barrel in 2024 to 65.46 USD/barrel in 2025 [3][4]. Audit and Delisting Risk - The company is under threat of delisting due to the 2024 audit report issued by the previous auditor, which stated "unable to express an opinion," leading to a risk warning for its stock [6][7]. - The company has changed auditors twice in the past year, with the latest appointment of Zhongshun Zhonghuan accounting firm, which has a strong reputation but has faced regulatory scrutiny in the past [6][7]. - The outcome of the upcoming audit report will be crucial in determining whether the company can avoid delisting and continue its operations [6][7].

1月28日，A股市场延续高位震荡格局，核心指数涨跌互现，沪强深弱特征显著。周期资源板块强势领 涨，贵金属、有色金属、油气开采、煤炭等板块全线走强，成为全场资金最核心的追逐方向。 截至收盘，上证指数报4151.24点，上涨0.27%；深证成指报14342.89点，微涨0.09%；创业板指受成长 赛道回调拖累，报3323.56点，下跌0.57%。沪深北三市交投情绪活跃，全天成交额合计达29923亿元， 较上一交易日放量708亿元。 有色、油气板块大涨 盘面上，周期资源板块成为拉动市场的核心力量。贵金属板块成为领涨先锋，受现货黄金突破5200美 元/盎司的催化，中国黄金收获4连板，湖南黄金3连板，板块内多只标的封死涨停。有色金属板块紧随 其后，工业金属、小金属方向同步大涨，中国铝业、北方铜业等龙头涨停，白银有色更是走出7连板的 强劲走势。 消息面上，近期多只贵金属概念股发布业绩预告。湖南白银预计2025年实现归属于上市公司股东的净利 润2.85亿元至3.85亿元，同比增长67.88%至126.78%。报告期内，公司主要产品白银、黄金的产量有较 大幅度增长，贵金属白银、黄金市场价格整体上行，销售价格随市场同步提升。湖 ...

| 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600938 中国海油 | | 4.36 乙 | 10.51% | 1.35 Z | 3.25% | -5.70 Z | -13.75% | | 600759 洲际油气 | | 1734.10万 | 0.39% | 2783.35万 | 0.63% | -4517.45万 | -1.01% | | 000968 蓝焰控股 | | -239.22万 | -0.43% | 31.20万 | 0.06% | 208.03万 | 0.37% | | 600777 | *ST新潮 | -533.38万 | -2.94% | -13.22万 | -0.07% | 546.60万 | 3.01% | 证券之星消息，1月28日油气开采板块较上一交易日上涨6.64%，洲际油气领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。油气开采板 ...

Group 1 - The core viewpoint of the news highlights the performance of the Tianhong Dividend Low Volatility ETF (560150), which rose by 0.72% with a trading volume of 8.2712 million yuan, while the underlying index, the CSI Dividend Low Volatility Index (H30269), increased by 0.47% [1][2] - Major stocks contributing to the index's performance include China National Offshore Oil Corporation (CNOOC) up by 7.40%, PetroChina up by 4.89%, Tunnel Holdings up by 2.28%, Meihua Biological Technology up by 1.48%, and Zhangjiagang Bank up by 1.35% [1] - Ping An Securities notes the scarcity of oil and gas resources in China, with leading extraction companies increasing production domestically and investing in overseas oil and gas projects, enhancing the value of quality resource endowments [1] - CITIC Construction Investment Securities emphasizes the stability of the railway and highway sectors as high dividend assets, which deserve a valuation premium due to their stable business models [1] - Factors driving dividend assets in 2026 include market return expectations potentially falling below 20%, the pace and scope of Federal Reserve interest rate cuts, and fundamental changes in dividend assets such as pricing adjustments in highways and high-speed rail [1] Group 2 - The banking sector continues to attract attention despite a relatively low preference from funds, with state-owned and joint-stock banks being particularly noted [2] - Passive fund outflows have caused disturbances in the banking sector's funding environment, but the high dividend and low valuation characteristics of banks remain appealing to long-term funds like insurance capital [2] - The Tianhong Dividend Low Volatility ETF (560150) closely tracks the CSI Dividend Low Volatility Index, which selects 50 securities with good liquidity, continuous dividends, moderate dividend payout ratios, positive growth in earnings per share, and high dividend yields with low volatility [2]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 今天上午，有色金属板块全面大涨，油气开采板块走强。美元指数大跌、地缘事件等是两者共同的 催化因素。"三桶油"、有色双巨头紫金矿业、洛阳钼业均上涨。 市场对资源股的热情，也蔓延至其他的周期板块，化工、钢铁、煤炭等板块上涨，此外，化工板块 还受益于涨价主题催化。 同样 受涨价主题催化的还有 半导体板块，相关概念股上午表现活跃。龙头公司 中微半导 1月27日 发布涨价通知函，截至上午收盘 涨超14%，早盘触及"20CM"涨停。 截至上午收盘，上证指数上涨0.49%，深证成指上涨0.09%，创业板指下跌0.37%。全市场半日成 交额超1.93万亿元。 有色金属、油气开采板块大涨 今天上午，有色金属板块全面大涨，其中，贵金属板块领涨，招金黄金、四川黄金、湖南黄金等个 股涨停。 | 贵金属 | 8006.33 10.26% | | | | --- | --- | --- | --- | | 成分股 基金 | 简况(F10) | 资金 | 板块分析 | | 名称代码 | 最新 | 涨幅 ◆ | 流通市值 | | 晓程科技 融 300 ...

Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with major companies like Zijin Mining and Luoyang Molybdenum seeing substantial gains [1][4] - The oil and gas extraction sector also strengthened, with "three major oil companies" collectively rising, including China National Offshore Oil Corporation increasing over 7% [8] - The overall market sentiment towards resource stocks extended to other cyclical sectors such as chemicals, steel, and coal, all of which saw upward movement [1][11] Group 2: Specific Sector Performance - Precious metals led the gains in the non-ferrous metal sector, with stocks like Zhaojin Mining, Sichuan Gold, and Hunan Gold hitting the daily limit [5][7] - The chemical sector benefited from price increase themes, with specific products like epoxy propylene and glyphosate seeing price hikes [11][12] - The semiconductor sector was also active, with companies like Zhongwei Semiconductor rising over 14% after announcing price increases of 15%-50% for certain products due to supply chain pressures [14] Group 3: Economic Indicators - The US dollar index fell significantly, reaching a near four-year low, influenced by market speculation regarding potential currency interventions by the US and Japan [10] - Analysts predict that oil prices may see a bottoming out and potential recovery in mid-2026, driven by demand recovery and global inventory accumulation [10]

Group 1 - The core viewpoint of the news is the ongoing efforts of the disciplinary inspection team at China National Offshore Oil Corporation (CNOOC) to enhance accountability and governance through face-to-face discussions with party members, marking the fifth consecutive year of comprehensive interviews [1][2]. - The disciplinary inspection team emphasizes the importance of implementing Xi Jinping's directives and the central government's major decisions as a primary focus of their discussions, aiming to promote effective governance and accountability among party members [1][2]. - In 2023, CNOOC was included in the first round of inspections by the central government, leading to a combination of interview work and supervision of central inspection rectifications, focusing on understanding and addressing feedback issues [1][2]. Group 2 - In 2025, the interviews will focus on implementing the "14th Five-Year Plan" and ensuring national energy security, with an emphasis on high-quality development and strict party governance [2]. - The disciplinary inspection team prepares for each interview by identifying key issues in party governance related to each member's responsibilities, creating a checklist to guide discussions and recommendations for improvement [2]. - The team has identified high subcontracting ratios as a risk factor affecting corporate development quality and potential corruption, prompting calls for reform in the operational models of professional service companies to sever corrupt practices [2]. Group 3 - The disciplinary inspection team integrates the status of rectification into daily supervision and requires party members to report on the progress of previously identified issues during subsequent interviews [3]. - Following previous reports on project integrity risks, party members have taken immediate actions, including educational meetings and personnel adjustments, to address identified issues [4]. - The disciplinary inspection team's efforts have led to increased supervision of leadership teams across affiliated units, resulting in the reporting of numerous issues to higher authorities, thereby enhancing accountability [4].

1月28日，A股三大指数分化， 沪指震荡拉升，创业板指高开低走，一度跌超1%。 截至收 盘，沪指涨0.49%，深 成指涨0.09，创业板指跌0.37 。 沪深两市半日成交额1.91万亿，较上 个交易日放量393亿。市场跌多涨少，全市场超3500只个股下跌。 光伏、风电、医药医疗、机 器人等方向跌幅居前。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4160.01 | 14342.74 | 1874.68 | | +20.10 +0.49% +12.83 +0.09% -14.79 -0.78% | | | | 万得全A | 创业板指 | 北证50 | | 6869.19 | 3330.39 | 1565.69 | | +13.35 +0.19% -12.21 -0.37% +0.75 +0.05% | | | | 沪深300 | 中证500 | 中证A500 | | 4727.85 | 8585.95 | 5956.91 | | +22.16 +0.47% +37.01 +0.43% +26.49 +0.45% | | ...

截至午间收盘，沪指涨0.49%，报4160.01点，深成指涨0.09%，报14342.74点，创业板指跌0.37%，报3330.39点，科创50指数跌0.73%，报1544.62 点。沪深两市合计成交额19126.49亿元，全市场超3300只个股下跌。 责任编辑：栎树 资源股集体爆发，贵金属、油气方向领涨，中国黄金4连板，湖南黄金3连板，四川黄金10天6板，招金黄金8天5板，中国海油涨超7%续创历史新 高，石化油服、准油股份涨停。 分散染料概念集体走高，浙江龙盛、闰土股份、亚邦股份涨停。存储芯片概念表现活跃，普冉股份涨超15%续创历史新高，气派科技20CM涨停。 下跌方面，病毒防治概念集体下挫，之江生物跌超9%。 光伏股集体下跌，东方日升跌超7%，福斯特、钧达股份跌超5%，协鑫集成、天合光能、德业股份、亿晶光电、阳光电源跌超4%。 国内商品期货多数上涨，集运欧线涨超5%，沪铝、沥青、铝合金涨超4%，氧化铝涨超3%，沪金涨近3%，沪银、原油、燃料油、沪锌、沪锡涨超 2%，纯苯、尿素、甲醇、豆油涨超1%。跌幅方面，碳酸锂跌超2%，不锈钢、沪镍、多晶硅跌超1%。 股票频道更多独家策划、专家专栏，免费查阅>> ...