石油天然气

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油气ETF(159697)涨近1%冲击3连涨,机构: 预计油价二季度触底后有望修复
Sou Hu Cai Jing· 2025-05-14 05:51
截至2025年5月14日 13:31,国证石油天然气指数(399439)上涨0.75%,成分股中远海能(600026)上涨 4.16%,招商南油(601975)上涨3.25%,招商轮船(601872)上涨2.93%,兴通股份(603209)上涨2.78%,海 油发展(600968)上涨1.78%。 费率方面,油气ETF管理费率为0.50%,托管费率为0.10%,费率在可比基金中最低。 跟踪精度方面,截至2025年5月13日,油气ETF近半年跟踪误差为0.017%,在可比基金中跟踪精度最 高。 油气ETF紧密跟踪国证石油天然气指数,国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 油气ETF(159697),场外联接A:019827;联接C:019828;联接I:022861。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 油气ETF(159697)上涨0.72%, 冲击3连涨。截至2025年5月13日,油气ETF近1周涨幅排名同类第一。 东海证券认为,贸易或将修复,利好石油需求修复: 预计油价二季度淡季价格触底后有望修复,利好 具有上游资源的标的。 ...
国家统计局:5月上旬流通领域重要生产资料市场12种产品价格上涨
news flash· 2025-05-14 01:39
Core Viewpoint - The National Bureau of Statistics reported that in early May 2025, prices of 12 out of 50 monitored important production materials increased compared to late April, while 32 decreased and 6 remained stable [1] Price Changes Summary - **Steel Products**: - Seamless steel pipe (219*6, 20) increased by 7.7 yuan (0.2%) to 4151.3 yuan - Rebar (Φ20mm, HRB400E) decreased by 6.3 yuan (-0.2%) to 3187.0 yuan - Wire rod (Φ8-10mm, HPB300) decreased by 3.4 yuan (-0.1%) to 3354.9 yuan [2] - **Non-ferrous Metals**: - Electrolytic copper (1) increased by 639.3 yuan (0.8%) to 78320.0 yuan - Aluminum ingot (A00) decreased by 287.9 yuan (-1.4%) to 19665.0 yuan - Zinc ingot (0) decreased by 27.9 yuan (-0.1%) to 22835.0 yuan [2] - **Chemical Products**: - Sulfuric acid (98%) decreased by 35.9 yuan (-5.4%) to 625.5 yuan - Caustic soda (liquid, 32%) decreased by 14.0 yuan (-1.6%) to 853.1 yuan - Styrene (first-grade) decreased by 194.1 yuan (-2.6%) to 7221.9 yuan [2] - **Petroleum and Natural Gas**: - Liquefied petroleum gas (LPG) increased by 6.6 yuan (0.1%) to 4930.6 yuan - Gasoline (95 National VI) decreased by 149.7 yuan (-1.8%) to 8391.1 yuan - Diesel (0 National VI) decreased by 104.9 yuan (-1.5%) to 6913.3 yuan [2] - **Coal**: - Anthracite (washed lump) increased by 5.0 yuan (0.5%) to 965.0 yuan - Ordinary mixed coal (4500 kcal) decreased by 13.8 yuan (-2.7%) to 506.8 yuan - Shanxi premium mixed coal (5500 kcal) decreased by 14.9 yuan (-2.2%) to 651.4 yuan [2] - **Non-metallic Building Materials**: - Ordinary Portland cement (P.O 42.5 bagged) decreased by 2.5 yuan (-0.7%) to 374.8 yuan - Float glass (4.8/5mm) decreased by 13.6 yuan (-1.0%) to 1318.3 yuan [2]
2025年5月上旬流通领域重要生产资料市场价格变动情况
Guo Jia Tong Ji Ju· 2025-05-14 01:31
Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend, with 12 products experiencing price increases, 32 seeing declines, and 6 remaining stable in early May 2025 compared to late April 2025 [2]. Price Changes Summary 1. Black Metals - Rebar (Φ20mm, HRB400E) decreased by 6.3 yuan to 3187.0 yuan per ton, a drop of 0.2% - Wire rod (Φ8-10mm, HPB300) fell by 3.4 yuan to 3354.9 yuan per ton, a decrease of 0.1% - Seamless steel pipe (219*6, 20) increased by 7.7 yuan to 4151.3 yuan per ton, an increase of 0.2% [4]. 2. Non-ferrous Metals - Electrolytic copper (1) rose by 639.3 yuan to 78320.0 yuan per ton, an increase of 0.8% - Aluminum ingot (A00) decreased by 287.9 yuan to 19665.0 yuan per ton, a decline of 1.4% - Lead ingot (1) fell by 206.2 yuan to 16593.8 yuan per ton, a decrease of 1.2% [4]. 3. Chemical Products - Sulfuric acid (98%) dropped by 35.9 yuan to 625.5 yuan per ton, a decline of 5.4% - Caustic soda (liquid, 32%) decreased by 14.0 yuan to 853.1 yuan per ton, a drop of 1.6% - Polypropylene (fiber grade) fell by 49.8 yuan to 7198.3 yuan per ton, a decrease of 0.7% [4]. 4. Oil and Gas - Liquefied natural gas (LNG) decreased by 10.1 yuan to 4450.3 yuan per ton, a decline of 0.2% - Gasoline (95 National VI) fell by 149.7 yuan to 8391.1 yuan per ton, a decrease of 1.8% - Diesel (0 National VI) dropped by 104.9 yuan to 6913.3 yuan per ton, a decline of 1.5% [4]. 5. Coal - Anthracite (washed lump) increased by 5.0 yuan to 965.0 yuan per ton, an increase of 0.5% - Common mixed coal (4500 kcal) decreased by 13.8 yuan to 506.8 yuan per ton, a decline of 2.7% - Shanxi premium mixed coal (5500 kcal) fell by 14.9 yuan to 651.4 yuan per ton, a decrease of 2.2% [4]. 6. Agricultural Products - Corn (yellow corn, second grade) rose by 87.9 yuan to 2303.2 yuan per ton, an increase of 4.0% - Soybeans (yellow soybeans) increased by 1.0 yuan to 4243.4 yuan per ton, remaining stable - Peanut (oil peanuts) rose by 14.3 yuan to 7566.7 yuan per ton, an increase of 0.2% [5]. 7. Agricultural Production Materials - Urea (medium and small particles) increased by 66.8 yuan to 1917.9 yuan per ton, an increase of 3.6% - Compound fertilizer (sulfur potassium compound fertilizer) remained stable at 3201.1 yuan per ton [5]. 8. Forest Products - Natural rubber (standard rubber SCRWF) rose by 70.8 yuan to 14527.1 yuan per ton, an increase of 0.5% - Pulp (imported needle pulp) decreased by 196.0 yuan to 5960.9 yuan per ton, a decline of 3.2% [5].
中金:需求不足问题仍较突出——2025年4月物价数据点评
中金点睛· 2025-05-13 23:39
Group 1 - The core viewpoint of the article indicates that while the CPI in April showed a month-on-month increase driven by gold, travel, and imported beef prices, the year-on-year figure remains negative for the third consecutive month, highlighting persistent demand weakness [3][4][8]. - The April CPI increased by 0.1% month-on-month, outperforming the seasonal average of -0.1% over the past decade, primarily due to a 10.1% rise in gold jewelry prices, a 3.9% increase in beef prices, and a 3.1% rise in travel-related costs [4][10]. - The year-on-year CPI remained at -0.1% in April, with several price categories showing weakness, including a continued decline in pork prices and stagnant or falling prices in various consumer goods and services [4][6]. Group 2 - The PPI in April saw a year-on-year decline from -2.5% to -2.7%, with a month-on-month decrease of 0.4%, marking the fifth consecutive month of decline [5][6]. - A total of 22 out of 30 categories in the PPI showed no month-on-month growth, indicating widespread price weakness across industries [6][7]. - The article notes that the decline in international oil prices, influenced by tariffs and global economic conditions, has led to decreased prices in domestic oil and gas extraction and processing [7]. Group 3 - The article emphasizes that improving domestic demand is crucial for restoring price levels, as the central bank continues to focus on promoting reasonable price recovery through monetary policy [9][8]. - The transition to a demand-driven growth model is highlighted as essential, with a call for coordinated fiscal, monetary, and social policies to expand effective demand, particularly in consumption [9][8].
南向资金今日成交活跃股名单(5月13日)
Zheng Quan Shi Bao Wang· 2025-05-13 12:39
5月13日恒生指数下跌1.87%,南向资金全天合计成交金额为930.16亿港元,其中,买入成交476.39亿港 元,卖出成交453.77亿港元,合计净买入金额22.62亿港元。具体来看,港股通(深)累计成交金额 338.96亿港元,买入成交161.62亿港元,卖出成交177.34亿港元,合计净卖出金额15.72亿港元;港股通 (沪)累计成交金额591.20亿港元,买入成交314.77亿港元,卖出成交276.43亿港元,合计净买入金额 38.33亿港元。 成交活跃股方面,今日上榜个股中,南向资金成交金额最多的是小米集团-W,合计成交额72.30亿港 元,阿里巴巴-W、腾讯控股成交额紧随其后,分别成交66.97亿港元、59.64亿港元。以净买卖金额统 计,净买入的个股共有6只,建设银行净买入额为5.79亿港元,净买入金额居首,该股收盘股价上涨 0.15%,阿里巴巴-W净买入额为5.33亿港元,中国海洋石油净买入额为3.53亿港元。净卖出金额最多的 是腾讯控股,净卖出6.64亿港元,该股收盘股价下跌2.22%,中芯国际、泡泡玛特遭净卖出2.27亿港 元、1.91亿港元。 今日上榜个股中,阿里巴巴-W、中国海洋石油、 ...
5月13日南向资金净买入22.62亿港元
Sou Hu Cai Jing· 2025-05-13 12:36
5月13日恒生指数下跌1.87%,报收23108.27点,全天南向资金通过港股通渠道合计净买入22.62亿港 元。 证券时报•数据宝统计,5月13日港股通全天合计成交金额为930.16亿港元,成交净买入22.62亿港元。 具体来看,沪市港股通成交金额591.20亿港元,成交净买入38.33亿港元;深市港股通成交金额338.96亿 港元,成交净卖出15.72亿港元。 | 代码 | 简称 | 类型 | 成交金额 | 成交净买入 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | | (万港元) | (万港元) | (%) | | 01810 | 小米集团-W | 港股通(沪) | 485516.45 | 7265.68 | -3.85 | | 09988 | 阿里巴巴-W | 港股通(沪) | 425630.03 | 91593.15 | -3.89 | | 00700 | 腾讯控股 | 港股通(沪) | 347434.97 | 15048.31 | -2.22 | | 00700 | 腾讯控股 | 港股通(深) | 248938.00 | -81413.69 ...
智通港股通活跃成交|5月13日
智通财经网· 2025-05-13 11:04
智通财经APP获悉,2025年5月13日当天,小米集团-W(01810)、阿里巴巴-W(09988)、腾讯控股(00700) 位居沪港通(南向)成交额前3位,成交额分别为48.55 亿元、42.56 亿元、34.74 亿元;腾讯控股 (00700)、阿里巴巴-W(09988)、小米集团-W(01810) 位居深港通(南向)成交额前3位,成交额分别为 24.89 亿元、24.41 亿元、23.74 亿元。 沪港通(南向)十大活跃成交公司 深港通(南向)十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 24.89 亿元 | -8.14 亿元 | | 阿里巴巴-W(09988) | 24.41 亿元 | -3.83 亿元 | | 小米集团-W(01810) | 23.74 亿元 | -2.22 亿元 | | 美团-W(03690) | 16.85 亿元 | -1.90 亿元 | | 优必选(09880) | 9.81 亿元 | -4925.75 万元 | | 中芯国际(00981) | 9.75 亿元 | -9197.52 万元 ...
王宜林一审获刑13年
news flash· 2025-05-13 09:05
2025年5月13日,内蒙古自治区鄂尔多斯市中级人民法院一审公开宣判中国石油天然气集团有限公司原 党组书记、董事长王宜林受贿一案,对被告人王宜林以受贿罪判处有期徒刑十三年,并处罚金人民币三 百万元;对王宜林犯罪所得财物及孳息依法予以追缴,上缴国库。经审理查明:1996年至2020年,被告 人王宜林利用担任新疆石油管理局勘探开发研究院党委副书记、院长,新疆石油管理局党委常委、副局 长,中国石油天然气股份有限公司新疆油田分公司党委书记、总经理,中国石油天然气集团公司党组成 员、副总经理,中国海洋石油总公司党组书记、董事长,中国石油天然气集团有限公司党组书记、董事 长等职务上的便利,为有关个人在职务调整、项目承揽、企业经营等事项上提供帮助,非法收受财物共 计折合人民币3501万余元。鄂尔多斯市中级人民法院认为,被告人王宜林的行为构成受贿罪,受贿数额 特别巨大,应依法惩处。鉴于其到案后如实供述罪行,主动交代办案机关尚未掌握的部分受贿事实,认 罪悔罪,积极退赃,涉案赃款赃物已全部追缴,依法可对其从轻处罚。法庭遂作出上述判决。 王宜林一审获刑13年 ...
5月13日电,香港交易所信息显示,花旗集团在中国石油股份的持股比例于05月07日从5.00%降至4.88%。
news flash· 2025-05-13 09:05
智通财经5月13日电,香港交易所信息显示,花旗集团在中国石油股份的持股比例于05月07日从5.00% 降至4.88%。 ...
南向资金今日成交活跃股名单(5月12日)
Zheng Quan Shi Bao Wang· 2025-05-12 13:41
5月12日恒生指数上涨2.98%,南向资金全天合计成交金额为1517.97亿港元,其中,买入成交666.35亿 港元,卖出成交851.62亿港元,合计净卖出金额185.28亿港元。具体来看,港股通(深)累计成交金额 558.08亿港元,买入成交226.44亿港元,卖出成交331.63亿港元,合计净卖出金额105.19亿港元;港股通 (沪)累计成交金额959.89亿港元,买入成交439.90亿港元,卖出成交519.99亿港元,合计净卖出金额 80.09亿港元。 成交活跃股方面,今日上榜个股中,南向资金成交金额最多的是小米集团-W,合计成交额131.24亿港 元,阿里巴巴-W、腾讯控股成交额紧随其后,分别成交114.00亿港元、97.42亿港元。以净买卖金额统 计,净买入的个股共有3只,比亚迪电子净买入额为1.21亿港元,净买入金额居首,该股收盘股价上涨 13.79%,中国海洋石油净买入额为1.13亿港元,信达生物净买入额为4888.81万港元。净卖出金额最多 的是盈富基金,净卖出56.02亿港元,该股收盘股价上涨2.95%,腾讯控股、小米集团-W遭净卖出36.65 亿港元、21.16亿港元。 今日上榜个股中,阿 ...