Market Overview - Oil and gas stocks opened significantly higher, with major gains in energy equipment and oil extraction sectors, including Tongyuan Petroleum reaching a 20% limit up, and companies like Keli Co. and Deshi Co. also showing strong performance [4][6] - Gold concept stocks strengthened, with Cuihua Jewelry hitting the daily limit, and other companies like Western Gold and Sichuan Gold also experiencing notable increases [8][10] Stock Performance - Notable declines were observed in electric vehicle stocks, with NIO, Xpeng Motors, and BYD all dropping over 3% [3] - Specific stock performances included: - NIO-SW at 27.450, down 3.17% with a market cap of 61.3 billion - Xpeng Motors-W at 73.850, down 3.27% with a market cap of 140.6 billion - BYD at 130.300, down 3.05% with a market cap of 1167.9 billion [3] Oil Price Surge - Following military actions by Israel against Iran, international oil prices surged, with WTI crude oil increasing by 7.83% to 73.37 and Brent crude rising by 7.55% to 74.60 [7] - The geopolitical tensions have led to a significant rise in oil prices, reflecting heightened market volatility [6] Gold Market Reaction - The gold market reacted positively to the rising geopolitical tensions, with spot gold prices surpassing $3400 per ounce, driven by increased risk aversion among investors [10]

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.72%, the Shenzhen Component Index down 1.15%, and the ChiNext Index down 1.14% [1] - The total market turnover reached 936.1 billion yuan, an increase of 140 billion yuan compared to the previous day, with over 4,400 stocks declining [1] Sector Performance - The oil and gas, precious metals, and nuclear pollution prevention sectors showed strong gains, while the medical beauty, e-commerce, gaming media, and pharmaceutical sectors experienced significant declines [2] - Notable performers included Keli Co., Ltd. with a 30% limit up, and several other stocks in the oil and gas sector also hitting the limit up [2] - Precious metals stocks, such as Western Gold, also reached the limit up, while medical beauty concept stocks like Huaye Fragrance and Shuiyang Co. fell over 10% [2] Hot Topics - The "Belt and Road" initiative saw 12 stocks hitting the limit up, with two stocks achieving consecutive limit ups, including Hars Co. and Yong'an Pharmaceutical [8] - The Russia-Ukraine conflict concept had 9 stocks hitting the limit up, with representatives including Beiken Energy and Deshi Co. [8] - The natural gas sector also had 9 stocks hitting the limit up, with Beiken Energy and Deshi Co. as notable mentions [9] Specific Stock Movements - Keli Co., Ltd. led with a five-day limit up streak, while Hars Co. and Yingli Automotive achieved three consecutive limit ups [5][6] - Several stocks, including Xiamen Xinda and Annie Co., achieved two consecutive limit ups [7] News Impact - Oil prices surged following airstrikes on Iranian military facilities, with WTI crude oil futures rising 10% to $74.99 per barrel, the highest since February 3 [10] - Gold futures also saw a rise of 2.46%, surpassing the 800 yuan mark for the first time since May 8, amid escalating tensions in the Middle East due to Israeli airstrikes on Iran [11]

WTI原油期货日内暴涨超7%，现报73.39美元；国内原油期货主力合约封涨停，报535.2元/桶。 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 于东来：今年胖东来八千多名员工税后月均收入9000元，未来员工每周 工作不超36小时，年假40天起！ 最新爆料！哪吒汽车通知员工今起居家办公！董事长方运舟已前往桐乡 6月13日，油气股开盘大涨，截至发稿，通源石油20%涨停，贝肯能源、准油股份涨停，中曼石油、潜 能恒信、新锦动力、惠博普、仁智股份、中海油服等多股跟涨。 | THE | 名不 | HORD . | 机价 | | --- | --- | --- | --- | | 920088 | 科力股份 | +26.22% | 39.95 | | 300164 | 通掠石沼 | +19.91% | 5.01 | | 300191 | 潜能恒信 | +11.42% | 22.25 | | 300483 | 三十八十 | +10.91% | 10.37 | | 002828 | 贝肯能源 | +10.03% | 10.04 | | 002207 | 灌油股份 | +9.94% | 6.86 | | GOS ...

Group 1 - Israel launched airstrikes against Iran, targeting military and nuclear facilities, with the operation named "Lion's Strength" [3][6][9] - Israeli Defense Minister Katz announced that the military action would continue for several days, indicating a prolonged conflict [4][10] - The strikes reportedly resulted in the deaths of an Iranian military commander and a senior nuclear scientist [1] Group 2 - Following the attacks, oil prices surged, with Brent and WTI crude futures both rising over 8% [14] - Oil and gas stocks in the A-share market opened significantly higher, with companies like Tongyuan Petroleum and Beiken Energy hitting their daily limit [13] - Gold prices also increased, with spot gold surpassing $3,420 per ounce, reflecting a rise of over 1% [11][16]

Core Viewpoint - A-shares in the oil and gas sector experienced a significant surge in opening prices, driven by geopolitical tensions and rising crude oil prices [1] Group 1: Market Reaction - Companies such as Tongyuan Petroleum, Beiken Energy, Zhongman Petroleum, and Zhunyou Co. reached their daily price limit [1] - Potential Energy surged over 17%, while other companies like Xinjin Power, Huibo, and Renzhi also opened high [1] Group 2: External Factors - The spike in oil and gas stocks is attributed to Israel's attack on Iran, which has led to an increase of over 8% in both Brent and WTI crude oil futures [1]

油气股大涨 通源石油20CM涨停 智通财经6月13日电，早盘油气股集体高开，通源石油、准油股份、贝肯能源、中曼石油竞价涨停，科 力股份、潜能恒信、宝利国际、洲际油气高开超10%。消息面上，WTI原油期货日内一度涨超9%。此 前，据央视报道，以色列对伊朗发动袭击。 ...

Group 1 - The oil and gas extraction and petroleum processing trade sectors are active in early trading, with companies such as Tongyuan Petroleum (300164), Zhongman Petroleum (603619), and Zhun Oil Co. (002207) hitting the daily limit up [1] - Other companies like Intercontinental Oil & Gas (600759), Shouhua Gas (300483), and CNOOC Services (601808) also experienced gains [1] - The geopolitical tensions in the Middle East have escalated, causing the SC crude oil main contract to reach its daily limit up at one point [1]

Group 1 - The recent surge in oil prices is driven by geopolitical tensions, particularly Iran's threats regarding military actions against U.S. bases, pushing WTI crude oil to $69 and Brent crude to $70 [1][4] - Iran controls the Strait of Hormuz, a critical passage for global oil transport, with 17 million barrels passing through daily; any escalation could reduce global oil supply by 10% [4] - Ongoing geopolitical risks, including the Russia-Ukraine conflict and new U.S. sanctions on Iran, have heightened market concerns about oil supply disruptions [4][5] Group 2 - Despite short-term price increases due to geopolitical tensions, the long-term outlook for the global oil market indicates a potential oversupply, with the IEA predicting a surplus of 950,000 barrels per day by 2025 [5] - Major financial institutions, including Goldman Sachs and JPMorgan, anticipate that oil prices may decline to the $50-$65 range in the medium to long term due to oversupply pressures [5] - Investors are advised to focus on two sectors: oil and gas exploration companies, which may benefit from high prices, and hydrogen energy equipment manufacturers, as rising oil prices strengthen the case for renewable energy alternatives [5][6]

A股开盘，上证指数跌0.13%，深证成指跌0.37%，创业板指跌0.23%；贵金属、油气开采服务等板块涨 幅居前。 ...

Group 1 - Fitch Ratings has downgraded the growth outlook for North American non-financial companies for 2025, changing the rating outlook from "stable" to "negative" [1] - The downgrade is attributed to the potential impact of high tariff policies by the U.S. government, which may trigger a new wave of inflation and weaken consumer purchasing power, creating dual pressure on economic operations [1] - The downgrade affects several consumer-oriented sectors, including retail, alcoholic beverages, food services, global automotive manufacturing, and oil and gas extraction [1] Group 2 - Fitch notes that companies are struggling to maintain operational data through price increase strategies, contrasting with the previous inflation cycle of 2022-2023, where strong employment and fiscal stimulus supported consumer markets [1] - The agency predicts that if consumers cannot absorb price increases from tariffs, companies will be forced to adopt unconventional operational strategies, such as cost-cutting and delaying capital expenditures to maintain cash flow [1] - Despite the downgrade, Fitch maintains its basic judgment that the U.S. economy will not experience a technical recession in 2025-2026, but highlights that regulatory policy uncertainty is eroding economic growth momentum [1] Group 3 - In terms of industry rating differentiation, Fitch maintains a "stable" outlook for software technology services and business services, citing digital transformation demand as a stable support for related companies [2] - The aerospace and defense industry received an upgrade, driven by the recovery of the global civil aviation market leading to increased aircraft orders and sustained defense budget investments from major economies [2]