（原标题：北水动向|北水成交净买入12.96亿 阿里千问下载量破7亿领跑 北水加仓阿里(09988)超10亿港元） 智通财经APP获悉，1月13日港股市场，北水成交净买入12.96亿港元，其中港股通(沪)成交净买入1.49亿港元，港股通(深)成交净买入11.47亿港 元。 港股通(深)活跃成交股 阿里巴巴-W(09988)获净买入10.7亿港元。消息面上，根据全球AI开源社区Hugging Face的最新统计数据，截至2026年1月，阿里云旗下的通义千问 系列模型累计下载量已超过7亿次，成为该平台下载量最高的开源AI系列。数据显示，仅在2025年12月，该系列模型的下载量便超越了排名第二 至第八位模型的下载总和。 中芯国际(00981)遭净卖出8.34亿港元。消息面上，特朗普政府日前已放松对中国出口英伟达H200芯片的管制。东海证券此前发布研报称，此举或 将加快中国AI模型训练进程，另一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 此外，中国移动(00941)遭净卖出8.03亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、小米集团-W(01810)。北水净卖出最 ...

| 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 | | 1.91亿 | 8.28% | -3867.24万 | -1.68% | -1.53 Z | -6.61% | | 000968 蓝焰控股 | | 975.19万 | 5.73% | -460.92万 | -2.71% | -514.27万 | -3.02% | | 600777 | *ST新潮 | -892.77万 | -13.92% | 512.68万 | 7.99% | 380.08万 | 5.93% | | 600759 洲际油气 | | -1.75 Z | -6.41% | 4029.54万 | 1.48% | 1.35 Z | 4.93% | 证券之星消息，1月13日油气开采板块较上一交易日上涨2.28%，中国海油领涨。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。油气开采板 ...

目前，"深海一号"每天产出1500万立方米天然气和超过1600吨凝析油。部分凝析油存储于平台四根立柱 的储油舱中，达到一定量后通过穿梭油轮进行外输。 据悉，"深海一号"超深水大气田是我国迄今为止自主开发的作业水深最深、地层温压最高、勘探开发难 度最大、天然气产能最大的海上气田，最大作业水深超1500米，地层最高温度达到138摄氏度，天然气 探明地质储量超1500亿立方米，分两期开发建设。两期项目的核心装置"深海一号"能源站和"四星连 珠"平台群均具备基本的深海油气加工处理能力，能在海上就地完成天然气和原油的分离和外输。 1月2日，中国海油宣布我国海上最大气田"深海一号"完成投产以来第100船原油外输，气田2025年油气 总产量突破450万吨油当量。 现场作业团队对"深海一号"生产设备设施进行持续改造，把多年海上气田生产管理经验应用到工艺流程 的优化工作中，最大限度释放深水气田生产潜能。当前，作业团队已自主建立起一套完整的超深水气田 生产运维技术体系，推动"深海一号"能源站原油外输作业用时缩短至8小时以内。 ...

乌武装部队总参谋部称，上述钻井平台分别位于菲拉诺夫斯基油气田、科尔恰金油气田和格赖费尔油气 田，被用于向俄军提供补给。目前已确认击中目标，正在核实损失规模。 新华财经基辅1月11日电乌克兰武装部队总参谋部11日在社交媒体发文称，乌克兰国防军袭击了里海海 域由俄能源企业卢克石油公司运营的三座钻井平台。 （文章来源：新华社） ...

证券研究报告 | 宏观点评报告 2026 年 1 月 9 日 PPI 超预期回升 —2025 年 12 月通胀数据点评 频率：每月 点评报告 相关报告 1、《预计 2025 年 5%收官—— 宏观经济预测报告（2025 年 12 月）》2026-01-06 2、《从"安全资产"到"地缘 安全资产"———宏观与大类 资产周报》2026-01-05 3、《大幅高于季节性——— 2025 年 12 月 PMI 点评》2025- 12-31 宏观点评报告 图 1：CPI 同比和环比变化趋势（%） | 同比（%） | 较前值 | 2025-12 | 2025-11 | 2025-10 | 2025-09 | 2025-08 | 2025-07 | 2025-06 | 2025-05 | 2025-04 | 2025-03 | 2025-02 | 2025-01 | 2024-12 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | CPI | 0.1 | 0.8 | 0.7 | 0 ...

证券之星消息，1月9日油气开采板块较上一交易日上涨2.19%，洲际油气领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。油气开采板块个股涨跌见下表： | 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 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600759 洲际油气 | | 2.60亿 | 9.54% | -1.13亿 | -4.14% | -1.47 Z | -5.40% | | 600938 中国海油 | | 1.61亿 | 11.74% | -7058.99万 | -5.14% | -9056.47万 | -6.60% | | 600777 | *ST新潮 | 1325.83万 | 14.77% | -760.65万 | -8.47% | -565.19万 | -6.29% | | 000968 蓝焰控股 | | 354.95万 | 3.51% | -246.47万 | -2.43% | -108.48 ...

光大证券研报指出，中国海油得益于优秀的产量增长和成本控制，公司在油价下行期业绩韧性凸显，公 司有望油气与新能源业务并举，助力海洋强国建设。维持对公司的盈利预测，预计公司25-27年归母净 利润分别为1354、1398、1443亿元，折合EPS分别为2.85、2.94、3.04元/股。该行维持公司A股的"买 入"评级，并首次覆盖公司H股，给予"买入"评级。 ...

37年职业生涯中，他曾多次获得气矿和作业区先进个人。1992年让他尤为难忘。那年3月，成35井正值 施工，在妻子生病需要照顾时，邵林仍旧选择坚守井场。提及此事，他嗓音低沉："那时候生产任务 紧，少一个人进度就会受影响。"话音落下，是短暂的静默。同年6月，他刚做完阑尾炎手术，伤口未 愈，听说队里人手不足，又拖着病体返回岗位。 责任在于坚守，更在于关键时刻的挺身而出。1995年5月，罐26井搬迁屡遭村民阻拦。邵林巡查时，发 现有人盗窃物资，当即上前制止。事后队长提出奖励，他摆摆手："保护国家财产，是份内的事。" 脸庞黝黑，是岁月与阳光留下的印记;双手粗糙，每一道纹路都刻写着与管线、阀门交手的记忆。1月4 日，在中国石油西南油气田公司重庆气矿永川采输气作业区足202中心站，即将退休的邵林依然身姿挺 拔，目光专注，仔细地巡检着每处设备。"站好最后一班岗，心里才踏实。"37年如一日的坚守，凝结成 他朴实的话语。 1988年9月，邵林从东观技校毕业，投身川东油气开发一线。从轰鸣的钻塔到静谧的浅层气井，从老气 田的艰辛挖潜到智能化页岩气平台的全新课题，他的足迹遍布油气生产的各个角落。作业工、采气 工……岗位在变，但"干一行 ...

Core Insights - The article highlights the dedication and commitment of an individual, Shao Lin, who has worked in the oil and gas industry for 37 years, showcasing the importance of perseverance and responsibility in the sector [1][2][3] Group 1: Career Journey - Shao Lin began his career in the oil and gas industry in September 1988 after graduating from a technical school, demonstrating a long-standing commitment to the field [1] - Throughout his career, he has held various positions, adapting to changes in technology and methods, from traditional drilling to modern shale gas platforms [3] - He has received multiple accolades for his contributions, reflecting his dedication and hard work in the industry [1] Group 2: Key Contributions - In 2009, Shao Lin played a crucial role in enhancing production at the Shuanglong gas field by analyzing data and implementing technical improvements, resulting in a significant increase in daily output [2] - He has actively mentored younger colleagues, emphasizing the importance of hands-on experience and knowledge transfer within the industry [2] - Shao Lin has consistently taken initiative in challenging situations, such as addressing equipment malfunctions and ensuring the integrity of operations [2][3] Group 3: Personal Philosophy - Shao Lin embodies the spirit of continuous learning, stating that one should learn throughout their life, which is vital in the ever-evolving oil and gas sector [3] - His commitment to the industry is evident in his willingness to tackle new challenges, even as he approaches retirement [3] - He expresses a deep emotional connection to his work, indicating a lifelong dedication to being part of the oil and gas community [3]

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1] - The US stock market showed mixed results, with the Dow Jones up 0.55% and the Nasdaq down 0.44%, while the S&P 500 Energy Index rose by 3.2%, marking its largest single-day gain since April [2] Sector Performance - In the Hong Kong market, local real estate, software, and 5G concept sectors saw significant declines, while gold stocks performed well [1] - The technology sector in the US faced declines, with major tech stocks like Intel and Microsoft dropping over 1%, while Google, Amazon, and Tesla saw gains of over 1% [2] Investment Opportunities - The report emphasizes the importance of "technological self-reliance" as a core theme for future developments in the Hong Kong stock market, particularly in sectors like artificial intelligence, semiconductors, and industrial software [3] - It suggests focusing on sectors supported by policies aimed at expanding domestic consumption, such as sports apparel and non-essential services [3] - The report highlights the potential of state-owned enterprises with low valuations and high dividends, as well as upstream non-ferrous metals benefiting from anticipated interest rate cuts by the Federal Reserve in 2026 [3] Company Highlights - The report mentions the successful debut of "Zhipu," the first stock related to large-scale models, which rose over 13% on its first trading day [1] - It also notes that companies like Tencent and Alibaba are actively engaging in AI and cloud services, with Alibaba launching a new AI hardware development kit [11] Upcoming IPOs - Several companies are set to go public, including Hongxing Cold Chain and Zhaoyi Innovation, with their respective IPO dates and pricing details provided [12] Economic Indicators - The report indicates that net inflows from southbound funds in the Hong Kong Stock Connect reached 25.9 billion HKD over four trading days, reflecting a positive trend in capital movement [3] - It also highlights the anticipated economic growth slowdown globally, with the United Nations projecting a growth rate of 2.7% for the year [10]