Group 1 - The Hang Seng Index closed down 0.59%, while the Hang Seng Tech Index fell by 1.72% [1] - Oil and gas stocks surged, with Sinopec Oilfield Service rising by 25% [1] - Pharmaceutical, automotive, and technology stocks experienced declines, with Junsheng Tai Pharmaceutical-B dropping approximately 7%, Xpeng Motors down about 5%, and GDS Holdings falling around 3% [1]

Market Overview - The market experienced a day of volatility with the ChiNext Index and Shenzhen Component Index both falling over 1% [1] - The Shanghai Composite Index closed down 0.75%, while the Shenzhen Component Index and ChiNext Index fell by 1.10% and 1.13% respectively [1] - Over 4,400 stocks declined, with total trading volume in the Shanghai and Shenzhen markets reaching 1.47 trillion yuan, an increase of 195.5 billion yuan from the previous trading day [1] Sector Performance - Sectors such as precious metals, oil and petrochemicals, nuclear pollution prevention, and military industries saw significant gains, while beauty care, film and television, IP economy, and diversified finance sectors experienced notable declines [1] - The top three performing industry indices were oil and gas extraction and services (+8.89%), precious metals (+5.14%), and military equipment (+3.21%) [7][8] Oil and Gas Sector - Oil prices surged, with Brent crude oil rising over 13% during the day [9] - Factors contributing to the rise include escalating tensions in the Middle East and slow progress in Russia-Ukraine negotiations, leading to a bullish outlook on oil prices [11] - Analysts suggest that the long-term supply-demand imbalance in the oil market may sustain high oil prices for an extended period [11] Precious Metals Sector - The rise in gold prices has positively impacted related sectors, with expectations for continued upward momentum [12] - Analysts believe that the domestic gold mining sector is significantly undervalued, presenting potential for revaluation [14] Military Industry Sector - The military sector is expected to benefit from increased global military spending and ongoing domestic defense modernization efforts [15] - Key areas of strength include military trade concepts, aerospace equipment, and military electronics [15] Market Sentiment - Despite the day's declines, there was some market support observed, indicating a potential for recovery in the near term [19] - The overall market volatility was less severe compared to earlier in the week, suggesting a stable underlying market structure [21]

Market Overview - The three major stock indices collectively declined, with the Shanghai Composite Index down 0.75%, the Shenzhen Component down 1.1%, and the ChiNext Index down 1.13%, resulting in over 4,400 stocks falling [2][4]. Sector Performance - The IP economy, innovative pharmaceuticals, AI applications, new consumption, computing power, smart driving, robotics, photovoltaic, and new energy vehicle sectors experienced a pullback, while the oil, military, gold, and shipping sectors showed resilience [4][9]. - The oil and gas extraction and service sector rose by 8.89%, with significant inflows of 12.32 billion, while the beauty care sector fell by 4.69% with outflows of 4.08 billion [5]. - The precious metals sector remained strong, with companies like Xiaocheng Technology rising over 11% and several others gaining over 5% [6]. Capital Flow - Main capital flows showed net inflows into the oil and petrochemical, national defense and military, public utilities, transportation, basic chemicals, and social services sectors, while there were net outflows from the automotive, media, food and beverage, computer, pharmaceutical, and banking sectors [9]. - Specific stocks such as Hainengda, Hengxuan Technology, and Shanghai Rural Commercial Bank saw net inflows of 8.44 billion, 7.15 billion, and 6.93 billion respectively [10]. - Conversely, companies like BYD, Kweichow Moutai, and Wuliangye faced sell-offs amounting to 13.92 billion, 13.5 billion, and 7.5 billion respectively [11]. Institutional Insights - Guojin Securities noted that the oil and gas sector is experiencing rapid speculation, while the precious metals sector shows better sustainability [12]. - Jianghai Securities highlighted that high-dividend oil and petrochemical sectors are likely to see rotation opportunities [12]. - The current market is under pressure at the 3,400-point technical level, with short-term adjustment pressures increasing due to external factors and resistance levels [12].

国际油价大涨，WTI原油期货盘中涨超14%。现货黄金站上3440美元/盎司，为近期新高。 避险情绪影 响下，A股油气开采、黄金、军工、港口航运等板块上涨。 截至上午收盘，上证指数下跌0.72%，深证成指下跌1.15%，创业板指下跌1.14%。 受外围"黑天鹅 " 事件影响，今天上午，亚太股市普跌。 （图片来源：东方财富APP，统计截至2025/6/13，不作投资推荐） 油气开采、贵金属板块大涨 今天上午， 油气开采板块走强 ，科力股份、通源石油、潜能恒信等个股大涨。 港股能源板块大涨 ，其 中，山东墨龙 港股 暴涨，截至午间收盘，涨超71%。国际油价上午大涨，WTI原油期货盘中涨超 14%。 | | 、油气开采及服务、 1346.40 8.63% | | | G | | --- | --- | --- | --- | --- | | 成分股 | 星金 箇況(F10) | | 资金 | 板块分 | | 名称代码 | | 最新 | 涨幅 → | 流通市值 | | 科力股份 次新 920088 | | 41.14 | 29.98% | 8.21Z | | 通源石油 300164 | | 5.06 | 19.91% ...

受外围地缘冲突影响，亚太股市普跌，日本、韩国、印度市场均跌近1%，A股三大指数集体调整，截至发稿，沪指、深指、创业板指均跌超 0.6%，全市场超4000只个股下跌。 板块方面，美容、医药、传媒、白酒等跌幅居前，黄金和原油受到以色列和伊朗冲突升级影响大涨。 01 国际原油价格飙涨 原油股拉升 能源股集体爆发，通源石油开盘20%涨停，准油股份一字涨停，潜能恒信等涨停或涨超10%。 消息面，当地时间 12日凌晨，以空军正在对伊朗境内数十个与核计划和其他军事设施相关的目标发动空袭，并且将此次行动命名为"狮子的力 量"。以军称，伊朗拥有足够的浓缩铀，可以在几天内制造出多枚炸弹，因此需要采取行动应对这一"迫在眉睫的威胁"。以色列总理表示，以军对 伊朗核设施的军事行动将持续数日，直至消除威胁为止。 此外，美国进入夏季石油需求旺季，原油库存超预期下降。当地时间 11日美国能源信息署（EIA）发布的最新库存数据显示，截至上周末，美国原 油库存4.32亿桶，减少364万桶；库欣地区原油库存2368.3万桶，减少40万桶。 受诸多因素共同影响，布伦特原油和 WTI原油盘中均飙涨超10%，都创3年多来最大单日涨幅。 中信证券表示，近 ...

受外围地缘冲突影响，亚太股市普跌，日本、韩国、印度市场均跌近1%，A股三大指数集体调整，截至发稿，沪指、深指、创业板指均跌超 0.6%，全市场超4000只个股下跌。 板块方面，美容、医药、传媒、白酒等跌幅居前，黄金和原油受到以色列和伊朗冲突升级影响大涨。 01 国际原油价格飙涨 原油股拉升 能源股集体爆发，通源石油开盘20%涨停，准油股份一字涨停，潜能恒信等涨停或涨超10%。 | ﮨ | 油气开采及服务 | | > ··· () | | --- | --- | --- | --- | | | 1438.43(+103.18 +7.73%) | | | | 讨论 | 板块分析 成分股 | 相关ETF 资讯 | | | 全部(19) | | 关注度 | 主力资金 北向 | | 名称 | | 涨跌幅 , 最新价 ÷ | 市盈率 * | | 通源石油 SZ300164 | | +19.91% 5.06 | 56.78 | | 首华燃气 SZ300483 | | 10.83 +15.83% | -4.33 | | 潜能恒信 SZ300191 | | 22.97 +15.02% | -205.63 | | 贝肯能源 SZ ...

Market Overview - Major market indices opened lower today, with oil and precious metals sectors leading gains, while film, beauty care, and gaming sectors saw significant declines [1] - The oil and gas exploration and service sector experienced a substantial rise, with Tongyuan Petroleum hitting the daily limit, and companies like Beiken Energy and Zhun Oil also reaching the limit [1] Precious Metals Sector - The precious metals sector surged, with Xibu Gold reaching the daily limit, and companies like Xiaocheng Technology, Hengbang Shares, and Sichuan Gold rising over 5% [2] Shipping and Port Sector - The shipping and port sector strengthened, with companies like Phoenix Shipping, China National Ocean Shipping, and China Merchants Energy showing notable gains [3] Shareholder Concentration - A significant concentration of shares was observed, with 8 stocks reporting a decline in shareholder numbers exceeding 10% as of June 10 [4] - The stock with the largest decline in shareholder numbers was Shanshui Bide, down 22% to 4,744 shareholders, followed by Dongshan Precision, down 17.81% to 79,831 shareholders [5] Financing Activities - As of June 12, the total market financing balance reached 1.81 trillion yuan, with an increase of 2.388 billion yuan, marking four consecutive days of growth [6] - A total of 354 stocks saw net financing purchases exceeding 10 million yuan, with 31 stocks receiving over 50 million yuan in net purchases, led by Jianghuai Automobile with 465 million yuan [6] Institutional Research - In the past two days (June 11-12), 86 companies announced institutional research records, with 24 companies receiving visits from 10 or more institutions [8] - Tianfu Communication was the most researched company, with 112 institutions participating, focusing on its 1.6T optical engine product shipment progress and related developments [8]

Market Overview - The A-share market opened lower with all three major indices declining: Shanghai Composite Index down 0.15%, Shenzhen Component Index down 0.39%, and ChiNext Index down 0.59% [2][3] - The Hang Seng Index also opened lower, down 0.31%, with the Hang Seng Tech Index falling 0.95% [4] Sector Performance - Oil and gas, gold, and stablecoin sectors showed strength, while sectors such as CPO, IP economy, computing power, solid-state batteries, AI applications, and new consumption concepts experienced a pullback [2][4] - Specific sector performance included: - Oil and gas extraction and services up 7.69% - Combustible ice up 4.17% - Precious metals up 4.12% - Shale gas up 2.54% [3] Currency and Monetary Policy - The People's Bank of China conducted a reverse repurchase operation of 202.5 billion yuan for 7 days at an interest rate of 1.40% [5] - The RMB to USD central parity rate was adjusted up by 31 basis points to 7.1772 [6] Commodity Prices - WTI crude oil surged by 6% to $71.73 per barrel, while international oil prices continued to rise due to geopolitical tensions, with Brent crude oil increasing by over 5% to $73.3 per barrel [7][9]

油气开采及服务板块拉升，准油股份（002207）涨停，潜能恒信（300191）涨超10%，科力股份、洲际 油气（600759）、通源石油（300164）、贝肯能源（002828）、中海油服等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

A股油气开采及服务板块午后走强，科力股份涨近4%，潜能恒信、惠博普、新天然气、广汇能源跟 涨。 ...