证券之星消息，10月9日油气开采板块较上一交易日上涨2.14%，*ST新潮领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。油气开采板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 3.79 | 4.99% | 9.85万 | 3734.51万 | | 000968 | 蓝焰控股 | 7.02 | 2.63% | 12.32万 | 8589.04万 | | 600759 | 洲际油气 | 2.31 | 1.76% | 142.86万 | 3.26 Z | | 600938 | 甲国海国中 | 26.47 | 1.30% | 44.34万 | 11.64亿 | 从资金流向上来看，当日油气开采板块主力资金净流出3350.84万元，游资资金净流出4170.61万元，散户 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【英国石油北海项目产油，重拾化石燃料关注】10月9日，英国石油公司宣布位于英国北海的Murlach项 目开始产油。这是其今年第六个投产项目，标志公司重拾对化石燃料的关注，欲扭转多年业绩不佳局 面。声明透露，六个项目产量峰值时，合计将增加相当于每日15万桶的产量。Murlach项目改造再利用 现有油田基础设施，预计贡献1.5万桶产量。今年早些时候，英国石油Murray Auchincloss宣布战略转 向，将石油和天然气年度投资增加20%，至每年约100亿美元，结束多年偏重低碳项目倾向。 ...

行 业 及 产 业 石油石化 2025 年 10 月 08 日 自然递减率呈现一定分化，油气供 应未来或将更加集中 看好 ——石油化工行业周报(2025/9/29—2025/10/5) 相关研究 证 券 研 究 报 告 证券分析师 刘子栋 A0230523110002 liuzd@swsresearch.com 邵靖宇 A0230524080001 shaojy@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.com 研究支持 丁莹 A0230125070005 dingying@swsresearch.com 联系人 丁莹 (8621)23297818× dingying@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 行 业 研 究 / 行 业 点 评 - 1． 本周观点及推荐 1.1 本周思考：自然递减率呈现一定分化，油气供应未来 或将更加集中 国际能源署（IEA）分析显示，全球常规油气田产量正以显著的速度自然递减。IEA 对全球约 15000 个油气田 ...

当地时间周四，伯克希尔哈撒韦公司已同意以97亿美元全现金收购西方石油公司旗下的化学品子公司OxyChem。 这笔交易由已被指定为巴菲特首席执行官继任者的Greg Abel策划，是其接班人身份明确以来主导的首个重大并购。 TD Cowen分析师认为，虽然这笔交易有助于减债，但正值OxyChem多年的扩张计划资本支出进入高峰期，未来数年原本预期的自由现金流拐点将因此丧失。 而对于买家伯克希尔来说，这笔交易堪称一举两得。作为西方石油持股29.6%的最大股东，伯克希尔通过注资帮助其投资组合中的核心公司修复资产负债表， 稳定自身投资价值。 同时，OxyChem的并入将使伯克希尔控制全球最大的独立石化产品生产商之一，进一步拓展其实业版图。 西方石油的自救：出售核心资产修复资产负债表 出售OxyChem，对西方石油首席执行官Vicki Hollub而言，是一次代价高昂但又势在必行的"断臂求生"。 这宗全现金交易体现了典型的"巴菲特式"精明——既帮助负债累累的西方石油减债，又让伯克希尔以合理价格获得全球最大独立石化生产商之一。 对于债务缠身的西方石油而言，此次出售是其削减高达240亿美元债务计划的关键一步。 该公司周四表示， ...

| 代码 | 名称 | 最新 | 涨幅 | | --- | --- | --- | --- | | 000001 | 上证指数 | 3882.78 | +0.52% | | 399001 | 深证成指 | 13526.51 | +0.35% | | 399006 | 创业板指 | 3238.16 | +0.00% | | 000016 | - JF50 | 2988.94 | +0.53% | | 000300 | 沪深300 | 4640.69 | +0.45% | | 000688 | 科创50 | 1495.29 | +1.69% | 盘面上，有色金属、国防军工、芯片、房地产等板块涨幅居前，通信设备、油气开采、多元金融、酿酒等板块跌幅居前。 Wind实时监测数据显示，有色金属获得逾143亿元主力资金净流入，电力设备获得逾120亿元净流入，电子获得逾95亿元净流入，国防军工、计算机、医 药生物也均获得超50亿元净流入，汽车则连续7日获得净流入。通信行业遭主力资金净流出逾77亿元，机械设备净流出逾30亿元，银行、非银金融也净流 出超20亿元。 展望后市，银河证券指出，10月，是关键的政策布局窗口，资本市场预 ...

Group 1 - The oil and gas extraction sector experienced a decline of 0.49% on September 30, with China National Offshore Oil Corporation (CNOOC) leading the losses [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] - Major stocks in the oil and gas extraction sector showed mixed performance, with *ST Xinchao rising by 1.40% to a closing price of 3.61, while CNOOC fell by 1.02% to 26.13 [1] Group 2 - The oil and gas extraction sector saw a net outflow of 134 million yuan from institutional investors, while retail investors contributed a net inflow of 42.49 million yuan [1] - Detailed fund flow data indicates that *ST Xinchao had a net inflow of 1.57 million yuan from retail investors, despite a net outflow of 1.47 million yuan from institutional investors [2] - CNOOC faced a significant net outflow of 120 million yuan from institutional investors, with retail investors contributing a net inflow of 34.61 million yuan [2]

Group 1: Overview of China's Oil Industry in Xinjiang - The establishment of China's oil industry in Xinjiang has led to significant changes over the past 70 years, transforming from reliance on traditional energy sources to a diversified industrial base [1] - China National Petroleum Corporation (CNPC) has played a crucial role in developing oil and gas resources, contributing over 80% to Xinjiang's oil and gas production, which is projected to reach 66.64 million tons in 2024 [2][3] - The development of unconventional oil and gas resources, particularly shale oil, has become essential for stabilizing domestic oil production [2] Group 2: Technological Advancements and Production Capacity - The Tarim Oilfield has achieved remarkable milestones, including the completion of Asia's deepest well at 10,910 meters, accounting for over 50% of the country's deep wells [3] - The cumulative production of shale oil in the Jimsar area has surpassed 5 million tons, marking a shift from exploration to stable output [2] - The Tarim Oilfield has also implemented solar power solutions to reduce carbon emissions, showcasing a commitment to sustainable practices [3][14] Group 3: Infrastructure and Economic Impact - The West-to-East Gas Pipeline project has significantly improved energy supply across China, benefiting nearly 500 million people and covering 28 provinces [4] - CNPC's investment in fertilizer production has enhanced agricultural development in Xinjiang, transforming local resources into economic growth [4] Group 4: Community Support and Employment Initiatives - CNPC has actively engaged in poverty alleviation and community support, investing over 400 million yuan in various projects to improve local livelihoods [12] - The company has implemented training programs to enhance employment opportunities for local residents, helping thousands achieve stable jobs [12][11] Group 5: Environmental Initiatives and Green Energy - CNPC is focusing on green energy initiatives, including the installation of photovoltaic systems to power oil extraction processes, contributing to zero-carbon operations [14] - The company is also involved in low-carbon transformation projects, producing over 360 million kilowatt-hours of green electricity since the beginning of 2023 [15]

能源金属、半导体、游戏板块高开，油气开采、金融板块低迷。 09:20 央行公开市场开展2422亿元7天期逆回购操作，操作利率1.40%。今日2761亿元逆回购到期。 09:26 存储芯片板块高开，德明利、江波龙双双涨超7%，香农芯创、东芯股份、协创数据等个股跟涨。 09:25 A股开盘丨三大股指集体高开 09:21 港股开盘丨恒指高开0.19% 恒指高开0.19%，恒生科技指数涨0.34%。大金融持续活跃，新华保险涨2%，科网股分化，华虹半导体涨超2%，比亚迪股份低开逾2%。 新股西普尼涨183.78%，紫金黄金国际涨55.75%。 上证指数涨0.19%，深成指涨0.19%，创业板指涨0.04%。能源金属、半导体、游戏板块高开，油气开采、金融板块低迷。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | In | 3869.70c | 7.17 | 0.19% | | 399001 | 深证成指 | W | 13504.65c | 25.22 | 0.19% | | 399006 | ...

News Focus - The National Development and Reform Commission is soliciting public opinions on the "Standards for Determining Major Electrical Accident Hazards and Governance Supervision Management Regulations" to enhance the identification and management of major electrical accident hazards [2] - Six departments, including the Ministry of Industry and Information Technology, released a plan indicating that the mechanical industry is expected to maintain a stable and positive trend from 2025 to 2026, with an average annual revenue growth rate of around 3.5%, aiming to exceed 10 trillion yuan [2] Domestic News - China has built the world's largest water conservancy infrastructure system, with 172 major water conservancy projects initiated since the 14th Five-Year Plan, including 95,000 reservoirs and 200 large and medium-sized water diversion projects [3] - A new large-scale renewable energy base in Inner Mongolia has commenced construction, with a total investment of 98.8 billion yuan, planning to build 8 million kilowatts of photovoltaic and 4 million kilowatts of wind power [3] Infrastructure Developments - The second phase of the Qinghai-Tibet DC expansion project has officially commenced operation, doubling the transmission capacity between Qinghai and Tibet to 1.2 million kilowatts, which is significant for enhancing power supply security in Tibet [4] - The Yunnan Central Water Diversion Project has achieved a breakthrough with the successful construction of the Qujiang siphon project, which is part of the largest water diversion project under construction in China [4] Corporate News - China Salt Lake Industrial Group has launched a 40,000-ton lithium salt project and a 20,000-ton lithium carbonate project in Qinghai, promoting technological upgrades in the lithium salt industry [8] - China National Offshore Oil Corporation has made significant discoveries in the Bohai Bay Basin, drilling a high-yield oil and gas well with a daily output of approximately 500 tons of crude oil and 20,000 cubic meters of natural gas [8]

Core Viewpoint - The oil and gas extraction sector experienced a decline of 0.43% on September 29, with *ST Xinchao leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 0.9% and the Shenzhen Component Index increasing by 2.05% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3862.53, up by 0.9% [1]. - The Shenzhen Component Index closed at 13479.43, up by 2.05% [1]. - The oil and gas extraction sector's decline was led by *ST Xinchao, which fell by 1.11% to a closing price of 3.56 [1]. Group 2: Individual Stock Performance - Intercontinental Oil & Gas (600759) closed at 2.28, with a slight increase of 0.44% and a trading volume of 1.2146 million shares, amounting to a transaction value of 274 million [1]. - Blue Flame Holdings (000968) remained unchanged at 6.89, with a trading volume of 70,100 shares and a transaction value of 47.996 million [1]. - China National Offshore Oil Corporation (600938) closed at 26.40, down by 0.38%, with a trading volume of 315,400 shares and a transaction value of 831 million [1]. Group 3: Fund Flow Analysis - The oil and gas extraction sector saw a net outflow of 5.5946 million from institutional investors and a net outflow of 10.2858 million from retail investors, while retail investors had a net inflow of 15.8804 million [1]. - China National Offshore Oil Corporation (600938) experienced a net inflow of 5.2561 million from institutional investors, while retail investors had a net inflow of 9.1706 million [2]. - *ST Xinchao (600777) had a net inflow of 88,900 from institutional investors, but a significant net outflow of 273.11 million from retail investors [2].