美国寒潮与滕吉兹油田复产缓慢推动油价走高 市场要闻与重要数据 1、 纽约商品交易所3月交货的轻质原油期货价格上涨1.76美元，收于每桶62.39美元，涨幅为2.9%；3月交货的伦 敦布伦特原油期货价格上涨1.98美元，收于每桶67.57美元，涨幅为3.02%。SC原油主力合约收涨1.54%，报456元/ 桶。（来源：Bloomberg） 原油日报 | 2026-01-28 2、 1月28日，美国贸易代表格里尔表示，印度还要做很多事情，才能消除美国对其购买俄罗斯石油的担忧，并获 得关税减免。格里尔称，虽然新德里在遏制俄油购买方面"取得了很大进展"，但"他们很难"完全停止购买俄油，因 为"他们喜欢从俄油中获得的折扣"。格里尔说："我经常与印度的对口官员联系。我们工作关系很好，但在这一点 上，他们还有很长的路要走。"这些评论表明，美国降低印度商品关税的协议仍遥遥无期。美国和印度官员已就降 低特朗普施加的50%的关税问题进行了数月的谈判。（来源：Bloomberg） 3、 1月27日，在经历外交寒潮后，随着两国关系重启，加拿大与印度将承诺扩大石油和天然气贸易。据外媒看到 的一份联合声明，在加拿大能源部长蒂姆·霍奇森与 ...

港股中字头个股集体拉升，中国铝业H股涨超11%，中石化油服H股涨超13%，中国中铁涨超8%，中国 海洋石油、中国石油股份涨超5%，中国石油化工股份、中国神华涨超3%。 ...

Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with precious metals leading the gains, as stocks like Zhaojin Gold, Sichuan Gold, and Hunan Gold hit the daily limit [2][4] - The oil and gas extraction sector also saw strong performance, with major companies like China National Offshore Oil Corporation (CNOOC) rising over 7%, and PetroChina and Sinopec increasing by 4.6% and 2.67% respectively [4] - The overall market sentiment was positive, with the Shanghai Composite Index up by 0.49% and the Shenzhen Component Index up by 0.09%, while the ChiNext Index fell by 0.37% [1] Group 2: Sector Performance - The chemical and semiconductor sectors showed strength, driven by price increase themes, with specific chemicals like epoxy propylene and glyphosate seeing price rises [9][10] - Semiconductor stocks were notably active, with Zhongwei Semiconductor rising over 14% after announcing price hikes of 15%-50% on certain products due to supply chain pressures [12] Group 3: Price Movements and Forecasts - Spot gold prices surged past $5200 per ounce, reaching a new historical high [3] - Several gold companies forecast significant profit increases for 2025, with Zhongjin Gold expecting a net profit of 4.8 billion to 5.4 billion yuan, a year-on-year increase of 41.76%-59.48% [4] - The chemical sector is experiencing a price recovery, with key products like acetone and epoxy propylene seeing price increases, driven by rising demand and supply chain dynamics [11]

银河期货研究所 2026 年 1 月 28 日 0 / 49 期 货 眼 ·日 迹 每日早盘观察 研究所 期货眼·日迹 | 股指期货：压力有所减轻 4 | | --- | | 国债期货：股债跷跷板 5 | | 蛋白粕：供应仍有压力 | 盘面走势偏强 6 | | --- | --- | | 白糖：外盘走势现分歧，郑糖底部震荡 6 | | | 油脂板块：油脂有所分化 7 | | | 玉米/玉米淀粉：北港现货稳定，盘面偏弱震荡 8 | | | 生猪：出栏压力增加 | 现货震荡运行 9 | | 花生：花生现货稳定，花生盘面底部震荡 10 | | | 鸡蛋：临近节前备货，蛋价有所上涨 10 | | | 苹果：节前走货尚可，苹果价格坚挺 11 | | | 棉花-棉纱：整体变化不大 | 棉价有所支撑 12 | | 钢材：需求边际转弱，钢价延续震荡 14 | | --- | | 双焦：基本面乏善可陈，关注资金扰动 14 | | 铁矿：终端需求低位，矿价震荡运行 15 | | 铁合金：估值偏低存在修复需求，短期震荡偏强 16 | | 金银：特朗普"暗示"弱美元，金银维持强势 17 | | --- | | 铂钯：美元信任危机 贵 ...

港股上午盘三大指数高开高走，大金融股、科技股、中字头股等权重集体拉升助力大市上扬，截止午 盘，恒生指数涨2.21%报27725点，创下2021年8月以来新高，国企指数涨2.37%，恒生科技指数涨 1.74%，市场做多情绪积极。 | 整体市场 [2 | | | | --- | --- | --- | | 恒生指数 | 恒生国企 | 恒生科技 | | 27725.25 | 9463.76 | 5854.72 | | +598.30 +2.21% +218.88 +2.37% +100.00 +1.74% | | | | 恒指期货 | 港股通50 | 恒生生物科技 | | 27710 | 4187.08 | 15758.45 | | +641 +2.37% | +94.90 +2.32% | +71.06 +0.45% | 金融科技表现抢眼，石油股、铝业股、半导体股、电信股等中字头股集体爆发。另外，航空股、家电 股、中医药股部分低迷。此外，零食连锁零售商鸣鸣很忙上市半日飙涨超70%，AI算力基建引爆全球光 纤需求，长飞光纤光缆盘中再创历史新高。 石油股涨幅居前，中海油涨超5%。据新华社，负责中东地区美军行动的美军中 ...

Core Viewpoint - The A-share market is experiencing fluctuations, with over 3,500 stocks in the red, while the Shanghai Composite Index shows a slight increase, indicating a mixed market sentiment [1] Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.49%, and the Shenzhen Component Index increased by 0.09%. In contrast, the ChiNext Index fell by 0.37%, and the STAR Market 50 Index decreased by 0.73% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached approximately 1.93 trillion yuan [1] Sector Analysis - The pharmaceutical, automotive, and retail sectors experienced declines, while the oil, non-ferrous metals, coal, semiconductor, and brokerage sectors saw gains. Additionally, gold and disperse dye concepts were active [1] Investment Strategy - Dongguan Securities suggests that short-term indices may continue to fluctuate around moving averages, with an accelerated rotation of sectors. However, the spring market for A-shares is expected to continue, primarily characterized by structural trends [1] - Recommended investment strategies include balanced allocation, focusing on undervalued assets with stable earnings, technology sectors leading new productivity, and domestic demand expansion under the backdrop of a strong domestic market [1]

Group 1 - The Hang Seng Index rose by 2.21%, gaining 598 points to close at 27,725 points, while the Hang Seng Tech Index increased by 1.74% [1] - Kuaishou-W (01024) saw a more than 3% increase, with UBS raising its target price to HKD 108 due to strong early-year performance in commercialization [1] - Oil stocks collectively rose, with CNOOC (00883) leading blue chips with a 5.7% increase, driven by multiple factors pushing oil prices up [1] Group 2 - Semiconductor stocks performed strongly, with AI-driven price increases across the entire semiconductor supply chain; Naxin Micro (02676) rose by 10%, while other companies like Zhaoyi Innovation (03986) and Huahong Semiconductor (01347) also saw significant gains [1] - Gold stocks continued their recent upward trend, with international gold prices surpassing USD 5,200 and several central banks announcing increases in gold reserves; Zhaojin Mining (01818) rose over 5% [1] - Huajian Medical (01931) surged over 12% after its subsidiary successfully developed a dual-platform testing solution for Nipah virus [2] Group 3 - Xinyu Technology (01729) increased by 5%, benefiting from high demand in AI computing power construction, with its MPO and server businesses expected to be core beneficiaries [3] - WanGuo Gold Group (03939) rose over 7% as international gold prices reached new highs, with Morgan Stanley suggesting that the gold rally is not yet over [4] - CGN Mining (01164) saw a rise of over 9%, with company performance expected to benefit from rising uranium prices and improved pricing mechanisms [5] Group 4 - Xindong Company (02400) increased by over 6%, with its game "Xindong Town" gaining popularity overseas, surpassing 10 million downloads for the international version [6] - New stock Mingming Busy (01768) debuted with a significant increase of over 70% on its first day of trading [7] - Southern Manganese (01091) fell over 16% due to significant losses reported by its Tian Deng subsidiary and severe losses at its Zunyi company [8]

港股上午盘三大指数高开高走，大金融股、科技股、中字头股等权重集体拉升助力大市上扬，截止午 盘，恒生指数涨2.21%报27725点，创下2021年8月以来新高，国企指数涨2.37%，恒生科技指数涨 1.74%，市场做多情绪积极。金融科技表现抢眼，石油股、铝业股、半导体股、电信股等中字头集体爆 发。另外，航空股、家电股、中医药股部分低迷。此外，零食连锁零售商鸣鸣很忙上市半日飙涨超 70%，AI算力基建引爆全球光纤需求，长飞光纤光缆盘中再创历史新高。(格隆汇) （原标题：港股午评：恒指大涨2.21%刷新阶段新高，金融科技中字头集体拉升上涨） ...

在地缘政治紧张与美国寒潮天气共同冲击下，国际油价强劲反弹，收盘价更是刷新了3个月来的新高。 同时，港A两地石油股继续走高。港股市场中，中国海洋石油、中海油田服务涨超5%，中国石油股份、上海石油化 工股份涨超4%，中国石油化工股份涨超3%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.820 | +1.300 | 5.53% | | 02883 | 中海油田服务 | 9.060 | +0.470 | 5.47% | | 00346 | 延长石油国际 | 0.415 | +0.020 | 5.06% | | 00857 | 中国石油股份 | 9.240 | +0.430 | 4.88% | | 00338 | 上海石油化工股份 | 1.560 | +0.070 | 4.70% | | 00386 | 中国石油化工股份 | 5.450 | +0.190 | 3.61% | | 00135 | 昆仑能源 | 8.000 | +0.050 | C ( C ( 3 ) | A股市场中，通源石油2 ...

Group 1 - The core viewpoint of the article highlights the trends and projections in China's oil industry, particularly focusing on production statistics and future strategies [1] - According to the National Bureau of Statistics, China's crude oil production is projected to be 17.8 million tons in December 2025, reflecting a year-on-year decrease of 0.6% [1] - The cumulative crude oil production in China for the year 2025 is expected to reach 216.047 million tons, indicating a cumulative growth of 1.5% [1] Group 2 - The article references a report by Zhiyan Consulting titled "Analysis of Development Strategies and Investment Prospects in China's Oil Industry from 2026 to 2032," which provides insights into future industry trends [1] - The data presented in the article is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, emphasizing the reliability of the information [1] - Zhiyan Consulting is described as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]