免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，东兴证券11月14日发布研报称，给予中国海油（600938.SH，最新价：29.09元）"强烈推 荐"评级。评级理由主要包括：（1）油价走低影响公司营收，油气产量延续增长趋势，营业收入同比降 幅小于油价降幅，凸显公司韧性；（2）持续加大勘探力，度夯实油气储量。风险提示：（1）国际政治 经济因素变动风险；（2）原油及天然气价格波动产生的风险；（3）汇率波动及外汇管制的风险； （4）油气价格前瞻性判断与实际出现偏离的风险。 每经头条（nbdtoutiao）——"银行直供房，不计成本卖！"有的半价出售，众多刚需还不知道！银行用 过的房很抢手，有人加价100万元抢拍 （记者 王晓波） ...

Group 1 - Oil and gas concept stocks strengthened, with Jerry Holdings and Intercontinental Oil rising over 7% [1] - Oil and gas resource-related ETFs increased by approximately 2% due to the rise of heavy-weight stocks [1] Group 2 - Specific ETFs showed the following performance: - Oil and Gas Resource ETF (code: 563150) at 1.100, up 0.022 (2.04%) - Oil and Gas ETF Boshi (code: 561760) at 1.107, up 0.020 (1.84%) - Oil and Gas Resource ETF (code: 159309) at 1.148, up 0.020 (1.77%) [2] - Brokerages indicate that despite geopolitical uncertainties, the medium to long-term oil supply and demand structure remains favorable, maintaining a positive outlook on "three major oil companies" and the oil service sector [2] - The recovery of the macro economy is expected to boost chemical demand, and in the long term, the clearing of chemical product capacity is beneficial for leading enterprises, with a positive outlook on large-scale refining, coal chemical, and ethylene profitability [2]

Core Insights - The successful implementation of supercritical carbon dioxide injection technology by China Petroleum Southwest Oil and Gas Field Company marks a significant breakthrough in enhancing recovery rates in unconventional gas reservoirs [1][2] Group 1: Technology Implementation - The first supercritical CO2 injection test well, Wei 214, has been in stable production for over two months, resulting in an average daily increase of 0.83 thousand cubic meters of natural gas compared to pre-injection levels [1] - Wei 214 is located in the Weiyuan unconventional gas block and has produced a cumulative gas volume of 0.46 million cubic meters since its commissioning in July 2020 [1] Group 2: Operational Details - The company optimized the operational parameters for CO2 injection, including injection volume, speed, and shut-in time, to maximize CO2 storage efficiency [1][2] - During the trial, Wei 214 achieved a cumulative gas production increase of 51.5 thousand cubic meters, with CO2 content in the gas reducing from 23% to 12% [2] Group 3: Future Plans - The company plans to closely monitor the production dynamics of Wei 214 and conduct further effect analysis and benefit evaluation [2] - There is a focus on deepening the understanding of the mechanisms and process optimizations for supercritical CO2 injection in unconventional gas wells, aiming to establish a green low-carbon development demonstration project [2]

Group 1: Oil Market Insights - Oil prices are currently experiencing a tug-of-war between supply and demand, with a short-term rebound seen as a temporary relief rather than a reversal [3] - The International Energy Agency has indicated a supply surplus for oil next year, while U.S. crude oil inventories increased by 6.4 million barrels, the largest rise since July [3] - The market is reacting to increased sanctions on Russian oil companies and a decline in refined oil inventories, suggesting that demand remains resilient [3] Group 2: Copper Market Dynamics - Copper prices have stabilized after four consecutive days of increases, driven by the end of the U.S. government shutdown, which had previously hindered the release of key economic data [3] - Copper is viewed as an "industrial barometer," closely tied to infrastructure and manufacturing, with domestic growth initiatives supporting demand [3] Group 3: Gold Market Trends - The recent decline in gold prices is primarily attributed to changing expectations regarding interest rate cuts by the Federal Reserve, with the probability of a December rate cut now at 50% [4] - Gold's appeal diminishes when interest rates do not decrease or rise, but its long-term value is still linked to inflation and global risk sentiment [4] Group 4: Investment Strategies - Companies in the energy sector should focus on those with reasonable valuations and stable cash flows, particularly in oil and gas extraction and refining [5] - For copper-related investments, attention should be given to firms tied to domestic infrastructure and new energy projects, as demand is expected to remain strong [5] - In the gold sector, a wait-and-see approach is recommended until interest rate expectations become clearer or global risk sentiment increases [5]

Core Viewpoint - Southbound funds have significantly increased their holdings in China National Offshore Oil Corporation (CNOOC), indicating strong investor interest and confidence in the company [1]. Group 1: Shareholding Changes - On November 13, southbound funds increased their holdings by 15.946 million shares, bringing the total to 10.25 billion shares, which represents 21.56% of the company's issued ordinary shares [1]. - Over the past five trading days, there have been increases in holdings for five days, with a total net increase of 159 million shares [1]. - In the last 20 trading days, there has been a consistent increase in holdings for all 20 days, totaling a net increase of 601 million shares [1]. Group 2: Company Overview - CNOOC is primarily engaged in the exploration, development, production, and sale of crude oil and natural gas, operating through three main departments: Exploration and Production (E&P), Trading, and Business Services [2]. - The E&P department focuses on conventional oil and gas, shale oil and gas, oil sands, and other unconventional oil and gas operations [2]. - The Trading department is involved in the import and export of crude oil and natural gas, while the Business Services department handles technology research and development, asset management, and product sales [2]. - CNOOC operates in both domestic and international markets, with a presence across Asia, Africa, North America, South America, Oceania, and Europe [2].

Group 1 - The oil and gas extraction sector experienced a decline of 1.22% on November 13, with China National Offshore Oil Corporation (CNOOC) leading the losses [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] - Major stocks in the oil and gas extraction sector showed mixed performance, with Intercontinental Oil & Gas rising by 1.50% to a closing price of 2.71, while CNOOC fell by 2.10% to 28.97 [1] Group 2 - The oil and gas extraction sector saw a net outflow of 145 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 98.7 million yuan [1] - CNOOC had a significant net outflow of 131 million yuan, representing an 8.17% decrease in institutional investment [2] - Intercontinental Oil & Gas and other stocks also faced net outflows from institutional investors, indicating a cautious sentiment in the sector [2]

从板块来看，锂电池产业链全线大涨，天赐材料等近30股涨停，孚日股份6连板，权重宁德时代涨超 7%。 大消费板块表现活跃，步步高等多股涨停，三元股份4连板。 11月13日，市场全天震荡拉升，三大指数低开高走，沪指刷新十年新高，创业板指涨超2%。截至收 盘，沪指涨0.73%，深成指涨1.78%，创业板指涨2.55%。 盘面上，市场热点轮番活跃，全市场104只个股涨停。 下跌方面，油气板块下挫，准油股份、中国海油走势较弱。 沪深两市成交额2.04万亿元，较上一个交易日放量969亿元。 宁德时代成交额居首，为229.45元。其后是阳光电源、中际旭创、兆易创新、香农芯创，成交额分别为 162.28亿元、150.02亿元、141.62亿元、105.54亿元。 | 序号 | 代码 | 名称 | 现给 | 源跌 | 涨跌幅 | 成交额 ▼ | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300750 | 宁德时代 | 415:60 c | 29.22 | 7.56% | 229.45亿 | 60.71% | | 2 | 300274 | 阳光电 ...

作为国家能源开发的重要力量，胜利油田坚定推进油气开发与绿色低碳融合发展，持续提升高质量发展的生态价值和可持续性。近年来，油田深入践行绿水 青山就是金山银山理念，积极融入黄河流域生态保护与高质量发展国家战略，探索出一条具有示范意义的绿色发展路径。 高效开发与生态保护的双轮驱动，正成为胜利油田绿色转型的核心路径。能源与碳排放管控中心的PCS系统（油气生产信息化平台）构建智慧化管控体系， 2024年累计实施优化19343井次，节电3485.88万千瓦时，在保持2340万吨年产量的同时，实现碳排放总量与强度"双降"。 正如能源与碳排放管控运行专班李来俊所言："我们不仅要精于采油，更要善用能源，让每千瓦时电、每立方米气都发挥最大效能。" 在这片黄河与渤海交融的沃土上，胜利油田以实践诠释"在保护中开发、在开发中保护"的深刻内涵。 占地两万亩的胜大生态林场与十几公里外的新东营原油库，通过"碳汇联动"机制形成生态闭环。这片由120万棵白蜡树组成的绿色长城，年固碳量达1.2万 吨，助力油库连续两年实现运营碳中和，有效抵消生产碳排放。 得益于系统性生态修复工程，黄河入海口如今迎来600万只候鸟的周期性迁徙，渤海湾更重现江豚与斑海 ...

Core Viewpoints - The A-share market is currently fluctuating around the 4000-point mark, reflecting cautious investor sentiment as trading volumes remain below 2 trillion yuan [1][7][10] - The market is expected to consolidate at this level, which may build a foundation for future gains, with potential for new yearly highs [1][7] - Anticipation for upcoming important meetings in December could catalyze market movements, particularly regarding economic policy adjustments aimed at growth and innovation [1][7] Market Overview - On Wednesday, the three major indices opened lower and experienced wide fluctuations, with the Shenzhen Composite and ChiNext indices both dropping over 1% [4] - The oil and gas extraction sector showed strong performance, while previously strong sectors like photovoltaic equipment faced significant corrections [4][10] - The overall market sentiment was subdued, with a total trading volume of 19,450 billion yuan, and the Shanghai Composite Index closing at 4000.14 points, down 0.07% [5][10] Sector Analysis - The pharmaceutical sector saw gains, particularly in medical commerce, medical devices, and immunotherapy stocks, indicating a potential for recovery and growth in Q4 2025 [6] - The oil and gas extraction stocks surged due to significant breakthroughs in shale oil exploration, supportive government policies, and rising international oil prices [6] Investment Strategy - A cautious approach is recommended, focusing on undervalued "elephant stocks" with high safety margins, as well as stable consumer stocks in the pharmaceutical sector [2][8] - Technology stocks with solid performance can also be considered for investment during market adjustments [2][8]

A股低开，沪指跌0.09%，创业板跌0.09%。光伏玻璃、免税店、海南自贸概念跌幅居前，锂电电解液强势上涨，孚日股份6连板，联泓新科涨停； 国际金价大涨，贵金属板块走强，油气板块回调。 消息面，11月13日，在上海证券交易所国际投资者大会上，上交所副总经理傅浩表示，科创板以制度创新持续发挥资本市场"试验田"功能，必将 吸引和培育更多优秀的世界级科技企业，未来会涌现出更多科技创新的企业明星。自设立之初，科创板便突破传统盈利门槛，允许未盈利企业、 红筹企业及特殊股权架构企业上市，开辟科创企业专属融资通道。 港股低开，恒指跌0.52%，科指跌0.82%，科网股普跌，避险情绪升温，黄金股普涨，创新药概念高开 债市开盘全线下跌，30年期主力合约跌0.03%。 商品涨跌参半,贵金属涨幅居前，能源品跌幅居前。 中证转债指数盘初涨0.18%，东时转债涨超8%，豫光转债、宙邦转债涨超6%，天赐转债、凌钢转债涨超4%；振华转债跌超5%，塞力转债、中能 转债跌超2%。 9：30 国债期货开盘全线下跌，30年期主力合约跌0.03%报116.400元，10年期主力合约跌0.01%报108.510元，5年期主力合约跌0.02%报105. ...