截至5月28日收盘，页岩气概念上涨0.98%，位居概念板块涨幅第9，板块内，23股上涨，神开股份涨 停，迪威尔、海默科技、洪田股份等涨幅居前，分别上涨6.50%、5.58%、5.47%。跌幅居前的有山东墨 龙、海新能科、昊华科技等，分别下跌2.23%、1.96%、1.58%。 | 301063 | 海锅股 份 | 1.05 | 3.48 | 620.64 | 8.68 | | --- | --- | --- | --- | --- | --- | | 600938 | 中国海 油 | 0.51 | 0.75 | 346.90 | 0.60 | | 300084 | 海默科 技 | 5.58 | 18.95 | 328.75 | 0.65 | | 300228 | 富瑞特 装 | 0.97 | 2.92 | 264.59 | 2.26 | | 002207 | 准油股 | 0.00 | 2.04 | 256.88 | 8.20 | | | 份 | | | | | | 002353 | 杰瑞股 份 | 3.03 | 0.85 | 222.74 | 1.10 | | 300157 | 新锦动 力 | -0.54 | ...

截至5月28日收盘，可燃冰概念上涨2.50%，位居概念板块涨幅第2，板块内，9股上涨，神开股份涨 停，潜能恒信、海默科技、中国石化等涨幅居前，分别上涨8.59%、5.58%、1.94%。跌幅居前的有新锦 动力、石化油服、泰山石油等，分别下跌0.54%、0.53%、0.16%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 医疗废物处理 | 2.66 | 环氧丙烷 | -1.90 | | 可燃冰 | 2.50 | 转基因 | -1.75 | | 乳业 | 2.02 | 兵装重组概念 | -1.73 | | 可控核聚变 | 1.88 | 光刻胶 | -1.60 | | 毛发医疗 | 1.41 | 大豆 | -1.56 | | 垃圾分类 | 1.39 | 成飞概念 | -1.55 | | 啤酒概念 | 1.14 | 氟化工概念 | -1.52 | | 海工装备 | 1.12 | CRO概念 | -1.50 | | 页岩气 | 0.98 | 细胞免疫治疗 | -1.45 | | 黄金概念 | 0.95 | POE胶 ...

Core Insights - The company has focused on the construction of shale gas production capacity in the Huang 202 well area, achieving a daily production of approximately 1.5 million cubic meters as of May 21 [1] - The company has implemented detailed project plans with clear goals, timelines, and responsibilities, enhancing communication with design, construction, and supervision units to address construction challenges effectively [1] - Safety management is prioritized, with the establishment of safety management guidelines and emergency plans, along with enhanced safety training for personnel [2] Group 1 - The Huang 202 well area shale gas platform has achieved a daily production capacity of around 1.5 million cubic meters [1] - The company has developed comprehensive project plans to improve construction efficiency and address issues such as material delivery and project delays [1] - The company has increased production capacity by 20% through the operational launch of the Huang 202-1 gas gathering station and steady progress on the Huang 202-2 gas gathering station [1] Group 2 - The company emphasizes safety management by implementing safety guidelines and conducting safety education and training for construction personnel [2] - A risk prevention and control mechanism has been established to identify and assess potential safety risks, ensuring effective implementation of safety measures [2] - The company has organized technical teams to closely monitor construction progress and maintain high standards of quality and efficiency in production capacity development [2]

金融界5月27日消息，上证指数低开震荡，中证高端制造50指数 (高端造50，932025)报1354.87点。 数据统计显示，中证高端制造50指数近一个月上涨2.03%，近三个月下跌9.35%，年至今下跌3.60%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券作为指数样本，以反映 高端制造领域上市公司证券的整体表现。该指数以2016年12月30日为基日，以1000.0点为基点。 从指数持仓来看，中证高端制造50指数十大权重分别为：宁德时代（13.67%）、比亚迪（6.87%）、恒 瑞医药（4.86%）、中芯国际（3.36%）、药明康德（3.17%）、立讯精密（3.15%）、汇川技术 （2.89%）、京东方A（2.88%）、迈瑞医疗（2.81%）、北方华创（2.79%）。 从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比54.16%、上海证券交易所占比 45.84%。 从中证高端制造50指数持仓样本的行业来看，工业占比38.50%、信息技术占比29.34%、可选消费占比 15. ...

与之相对应的是，有76只QDII基金年内净值出现回调，其中华宝标普油气A人民币、富国标普石油天然气勘探及 生产精选行业ETF、博时标普石油天然气勘探及生产精选行业指数A、易方达原油A人民币等11只产品净值回调均 超过8%。 进一步来讲，净值增长较强的QDII基金基本重仓医药资产，而净值出现较明显回撤的产品多重仓商品资产。以汇 添富香港优势精选A为例，其一季度前十大重仓股包括荣昌生物、科伦博泰生物 - B、信达生物、和黄医药、康诺 亚 - B，这些个股属于医药板块。而华宝标普油气A人民币一季度前十大重仓股则为安特罗资源、赫斯 （HESS）、EQT能源（EQT）、埃克森美孚（EXXON MOBIL）和墨菲石油（MURPHY OIL）等能源板块个股。 在分析人士看来，医药板块因确定性相对较强，为相关基金产品净值上扬提供了有力支撑。而受国际商品基本面 扰动影响，油气类主题基金净值出现回撤。（南木） 【环球网财经综合报道】近日，QDII（合格境内机构投资者）基金年内净值表现呈现显著分化态势。Wind数据显 示，截至5月26日，全市场310只QDII基金中，有234只产品年内净值增长，占比75.5%。其中，有45只产品年 ...

碳中和周报关注"双碳"领域的最新前沿动态，包括碳中和政策、地方动态、企业实践等。我们将通过精 选每周碳中和领域的重大事件，并进行点评的方式，提供一个及时全面的碳中和信息平台。 1、《巴黎协定》6.4条通过两项全球碳市场关键规则 近日，负责在《巴黎协定》下建立碳市场的联合国机构，通过了一项重要的新标准，指导温室气体减排 项目如何衡量其影响。本次通过的规则明确了在《巴黎协定》碳抵消机制（又称第 6.4 条机制）下，如 何衡量项目的实际减排影响。具体而言，通过了两项关键标准：基准线标准用于估算在没有该机制下项 目时可能产生的排放量（即"基线"）；泄漏排放标准用于核算项目可能在其他地方导致的任何非预期排 放增加。 21碳中和课题组快评：此次明确两项新规则，标志着全球碳市场规则体系愈加清晰和可执行，为各国在 联合国监督下诚信开展碳交易提供了制度保障。 2、英国与欧盟互联统一碳市场 5月19日，欧盟和英国进行欧英领导人峰会，双方决定致力于连接各自的碳排放交易体系（ETS），为 迈向净零排放、促进公平市场竞争和避免"碳泄漏"奠定新基础。 欧盟委员会与英国政府在联合声明中明确表示，双方将建立机制，实现排放配额体系的协调与豁免 ...

Core Viewpoint - The performance of QDII (Qualified Domestic Institutional Investor) funds has shown significant divergence in 2023, with a notable number of funds experiencing substantial gains primarily in the pharmaceutical sector, while others, particularly commodity-focused funds, have faced declines [1][2][4]. Group 1: Fund Performance - As of May 26, 2023, out of 310 QDII funds, 234 funds (75.5%) reported positive net asset value growth, with 45 funds achieving growth rates exceeding 20% [2][4]. - The top three performing funds were Huatai-PB Hong Kong Advantage Selection A (66.8%), ICBC New Economy USD (41.7%), and FT Global Blue Chip Selection RMB (37.5%) [2][3]. - Conversely, 76 QDII funds experienced net value declines, with 11 funds seeing declines greater than 8%, particularly in oil and gas sectors [2][3]. Group 2: Sector Analysis - Funds with strong net value growth predominantly invested in the pharmaceutical sector, while those with significant declines were heavily weighted in commodity assets, especially oil and gas [3][4]. - For instance, Huatai-PB Hong Kong Advantage Selection A's top holdings included companies like Rongchang Bio and Innovent Biologics, all within the pharmaceutical sector [3][4]. - In contrast, the top holdings of Hua Bao S&P Oil & Gas A RMB included energy companies such as Hess and Exxon Mobil, reflecting a focus on the energy sector [3]. Group 3: Market Conditions - The pharmaceutical sector has shown strong fundamentals, providing support for the net value increases of related funds, while the oil and gas sector has been negatively impacted by international commodity price fluctuations [4][5]. - International oil prices have remained weak, with the NYMEX crude oil price at $61.76 per barrel, and natural gas prices dropping to $3.7 per million British thermal units [4][5]. - Analysts suggest that geopolitical risks and excess inventory have contributed to the ongoing weakness in oil prices, with expectations of continued pressure on oil and gas fund valuations [5].

一、停牌复牌 1、云南铜业：拟购买凉山矿业40%股份，股票明日复牌。 2、北方长龙：筹划购买河南众晟控股权及配套融资，股票停牌。 3、海光信息：拟通过换股方式吸收合并中科曙光，股票明起停牌。 4、中科曙光：海光信息拟换股吸收合并公司，股票明起停牌。 二、并购 1、中金黄金：控股股东筹划将内蒙金陶等四家企业注入公司。 2、帝科股份：拟6.96亿元收购浙江索特60%股权，控制原杜邦集团旗下Solamet®光伏银浆业务。 3、富创精密：已完成对浙江镨芯64.42%股权的收购，正参与竞购国资转让方股权。 二、股权转让 1、迈信林：航飞投资和航迈投资拟询价转让379.41万股，占总股本2.61%。 2、胜宏科技：控股股东拟询价转让2572.93万股股份。 3、恒锋信息：控股股东、实际控制人终止协议转让公司部分股份。 5、韦尔股份：拟发行H股股票并在香港联交所主板上市。 6、中国神华：拟29.29亿元收购财务公司7.43%股权。 7、城地香江：联合体预中标中国移动浙江公司数据中心机房动力系统建设项目。 8、沃森生物：与美国Notitia签署《独家再许可协议》。根据协议，Notitia将其与美国新泽西州立罗格 斯大学签署的 ...

据了解，这场堪称两大美国油气巨头的"世纪斗争"围绕埃克森声称对赫斯所持圭亚那近海富油区块—— Stabroek油田区块的股权优先购买权。自2023年宣布收购交易以来，该争端一直是雪佛龙收购赫斯交易 面临的最大障碍。如今，在一年多的互诉与索赔之后，事件似乎正接近终点。 套利型对冲基金们对听证会结果抱有很大的希望，他们已经买入了价值约100亿美元的赫斯股票，许多 对冲基金坚持在听证会前长期持有多头头寸，押注该并购交易最终将正式完成。 智通财经APP获悉，聚焦于合并套利策略的对冲基金们今年最大的赌注策略将在未来几天迎来关键考 验：一家私人仲裁小组即将开始审理美国油气巨头埃克森美孚(XOM.US)针对雪佛龙(CVX.US)以530亿 美元收购油气生产商赫斯公司(HES.US)所面临的艰难挑战。 当前多方争议的焦点是埃克森以及赫斯之间签订的一项私人性质的合同，该合同管理着圭亚那大型油气 田项目。它包含"优先购买权"条款，这意味着如果一方想要出售其股份，它必须首先将其提供给其他的 项目重要参与势力。圭亚那油气资产乃雪佛龙收购赫斯的核心目的之一。 此次"世纪争端"案件焦点可能落在埃克森十多年前签署的 Stabroek 区块 ...

Group 1 - Zhongjin Gold plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues, acquiring stakes of 49.34%, 80%, 70%, and 70% respectively [3] - Keli Yuan intends to invest an additional 500 million yuan in a storage industry fund, increasing its total commitment from 200 million yuan to 700 million yuan, holding 49.93% of the fund [4] - China Shenhua plans to acquire a 7.43% stake in the National Energy Group Financial Company for 2.929 billion yuan, which is expected to increase its net profit by 97 million yuan [5] Group 2 - Weier Co. plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders [6] - China Communication Signal plans to invest approximately 3.789 billion yuan in 11 major rail transit projects, accounting for 11.67% of its audited revenue for 2024 [8] - Intercontinental Oil and Gas intends to invest approximately 848 million USD in the Iraq South Basra Integrated Project, with a total investment of about 1.266 billion USD [9] Group 3 - Jiaying Pharmaceutical's subsidiary signed a technology development contract with Hunan University of Chinese Medicine to develop a new traditional Chinese medicine [10] - Ruide Intelligent signed a strategic cooperation agreement with Shunde Vocational and Technical College to enhance collaboration in technology and talent development [11] - Jiaojian Co. and its partners won a bid for a drainage project worth 225 million yuan, with an expected contribution of 101 million yuan to the company's revenue [12] Group 4 - Hengshun Vinegar's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan [14] - Changhua Group's shareholder platform intends to reduce its stake by up to 3%, amounting to a maximum of 14.1 million shares [15] Group 5 - Yunzhongma plans to raise no more than 640 million yuan through a private placement to fund projects for producing DTY yarn and high-performance leather base fabric [17]