油气
Search documents
警惕!A股成交缩量近千亿,资金正密集抱团这三个方向!
Sou Hu Cai Jing· 2025-11-29 03:38
今天A股市场在低开后呈现缩量窄幅震荡,三大指数小幅上涨,但成交金额显著萎缩,反映出市场情绪 的谨慎与观望。 截至午盘,上证指数微涨0.21%,报3883.46点;深证成指上涨0.72%,创业板指收涨0.71%,科创50指数 以1.14%的涨幅领跑。半日成交金额为9836.36亿元,环比缩量至阶段地量,凸显月末资金出手欲望降低 和海外映射休整的影响。 这一政策若实施,将催生从卫星制造、地面终端到数据服务的全产业链机会,机构资金净流入超13亿 元,表明市场对长期逻辑的认可。卫星互联网的崛起,是"新质生产力"政策的直接体现,它与新能源、 智能装备等形成协同,成为资金聚焦的高景气主线。 展望后市,A股在政策底和估值底支撑下,可能继续演绎结构性行情。新质生产力赛道,如卫星互联 网、人形机器人和具身智能,有望成为明年的投资核心。但需注意,部分概念股炒作过热,投资者应甄 别那些有真实订单和技术壁垒的企业。 市场波动中,理性比情绪更重要——你不是在追涨杀跌,而是在参与中国经济的转型升级。坚持基本面 研究,才能在这场长跑中胜出。 大消费题材在海欣食品"地天板"带动下低开高走,乳业板块涨幅居前,燕塘乳业涨停,熊猫乳品涨逾 7%。 ...
油价跌至60美元对阿尔及利亚有何影响?
Shang Wu Bu Wang Zhan· 2025-11-28 16:25
(原标题:油价跌至60美元对阿尔及利亚有何影响?) 阿总统特本近日在访问康斯坦丁期间,就国际油价跌至每桶60美元对阿经济的影响发表了看法。当 前油价徘徊在60美元附近,尽管油气仍是国家最主要的外汇来源,但特本强调局势并不紧张,政府已事 先采取相关措施来应对收入下降带来的压力。国家目前依然能够在不对外举债的情况下正常运转,并回 忆称在2018年曾一度出现财政吃紧、甚至担心政府无法支付下个月工资的困难局面,而如今情况已经完 全不同。 特本表示,虽然油价没有回升到过去曾出现的140美元高位,最高仅达到过90美元,现在又降回60 美元左右,但阿已经提前做好准备。国家现有的外汇储备足以在收入不增长的情况下支撑约一年半的时 间,这为应对油气价格下滑提供了重要缓冲,随着经济多元化进程的推进,外汇储备未来还有可能继续 增加。越来越多的经营者——无论是私营部门还是国有部门——在加大投资与出口力度,天然气的勘探 活动正在推进,矿产资源的开采也已经启动。正是这些在非油气领域不断推进的大型综合项目,使阿有 望在未来实现外汇来源的多元化,减少对油气波动的依赖。 总体来看,即使国际油气价格短期内不出现明显回升,阿经济仍有改善空间。依托这 ...
重庆:研究推动油气期货现货市场联动 发布并推广中国陆上天然气价格指数
Xin Hua Cai Jing· 2025-11-28 06:49
新华财经北京11月28日电据重庆市人民政府网站28日消息,重庆市人民政府日前印发《重庆市要素市场化配置综合改革试点行动方案》。其中 提到,深化天然气体制改革。支持重庆石油天然气交易中心扩大交易规模,建立油气产业链相关产品上线交易绿色通道,研究推动油气期货现 货市场联动。探索海外油气资源直接销售,开展油气大宗商品人民币跨境结算,发布并推广中国陆上天然气价格指数。支持年用量在1000万立 方米以上的天然气大用户自主选择供气路径,支持天然气(页岩气)勘探开发企业开展天然气销售业务。加快天然气管网设施独立运营和公平 开放,推动管输业务和销售业务分离,完善市内天然气管道运输价格机制。 深化电力市场改革。深化售电侧改革,建立保底售电公司运行机制,完善增量配网准入和退出机制。深化新能源上网电价市场化改革,构建绿 电直连政策体系并开展试点。在川渝毗邻地区探索"电力跨省域办理"一站式服务。完善"中长期+现货""电能量+辅助服务"体系,推动电力现货 市场转入正式运行。 推动碳市场提质增效。主动参与全国碳市场政策标准制定,建成温室气体全品类交易的地方碳市场,构建非二氧化碳温室气体市场化管控机 制。完善企业碳账户系统,集成建立碳金融 ...
ETF午评 | 半导体设备板块领涨,科创半导体ETF涨3.21%
Ge Long Hui· 2025-11-28 06:00
(责任编辑:贺翀 ) A股低开高走,截至午盘,上证指数涨0.21%,深证成指涨0.72%,创业板指涨0.71%。全市场成交 额9836.00亿元,较上日成交额缩量1134亿元。全市场超3500家个股上涨。锂矿板块连续反弹,福建、 海南、大消费题材持续活跃,半导体设备、油气股表现不俗,CPO概念午前回升;医药、银行板块回 调,AI应用方向持续低迷。 ETF方面,半导体设备板块领涨,华夏基金科创半导体ETF、华泰柏瑞基金科创半导体设备ETF和 科创半导体ETF鹏华均涨超3%。稀有金属板块反弹,工银瑞信基金稀有金属ETF基金、广发基金稀有金 属ETF分别涨2%、1.99%。油气股表现不俗,银华基金油气资源ETF涨1.84%。 中药板块领跌,中药50ETF、中药ETF均跌1%。港股创新药板块走低,恒生医疗ETF、港股创新药 50ETF均跌1%。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com ...
油气ETF(159697)供暖季保供与OPEC+政策共振,天然气、原油双线升温
Xin Lang Cai Jing· 2025-11-28 01:56
关联产品: 油气ETF(159697),联接基金(A类 019827,C类 019828,I类 022861) 消息面上,1)欧佩克+或就评估成员国最大产能机制达成一致,预计维持2026年一季度石油产出政策不 变,推动油气板块情绪升温;2)国家发改委运行局启动供暖季天然气保供周调度,强调保障供应稳定、 应对市场波动及极端天气,强化天然气与电力协同联动,提振天然气产业链预期。 截至11月28日09:33,油气ETF(159697.SZ)上涨1.16%,其关联指数国证油气(399439.SZ)上涨 0.85%;主要成分股中,杰瑞股份上涨10.00%,招商轮船上2.66%,中远海能上涨2.48%,厚普股份上涨 11.94%,富瑞特装上涨5.12%。 券商研究方面,冠通期货指出EIA月报预计2025年全球液态燃料产量将增加270万桶/日,2026年再增130 万桶/日,同时OPEC月报将第三季度全球石油供需预期由短缺40万桶/日调整为过剩50万桶/日,IEA则 上调2025年全球原油供应增速预测至310万桶/日;中邮证券在石化行业年度策略中提及,2025年1-11月 申万石油石化指数涨幅为10.3%,并提示需关注油价 ...
A股小幅低开,贵金属板块活跃
第一财经· 2025-11-28 01:39
Group 1 - The film and theater sector is experiencing a downturn, with Huayi Brothers hitting the daily limit down, and other companies like China Film, Huace Film, Wenguang Holdings, and Ciwen Media also declining [3][5]. - The A-share market opened lower, with the Shanghai Composite Index down 0.11%, Shenzhen Component down 0.04%, and ChiNext down 0.04% [5][6]. - The shipping index (European line) saw a significant increase of over 5.00%, currently reported at 1448.0 points [4]. Group 2 - The Hong Kong stock market opened with the Hang Seng Index up 0.25%, and the Hang Seng Tech Index rising by 0.43% [7][8]. - Semiconductor stocks showed positive movement, with SMIC rising nearly 2%, and the non-ferrous metals sector continued to rise, with Zijin Mining also up nearly 2% [8].
Can Policy Reform Save Bolivia's Once-Dominant Gas Sector?
Yahoo Finance· 2025-11-26 22:00
Bolivia’s hydrocarbons sector began the 21st century from a position of strength. Major discoveries, steady foreign investment, and robust exports underpinned national development. However, the 2006 nationalization fundamentally changed sector dynamics. While the state captured a larger share of revenues, the policy environment gradually discouraged upstream investment. Exploration waned, reserves declined, and production began to fall just as regional markets became more competitive. Bolivia still has mea ...
让化石能源推动非洲工业发展
Shang Wu Bu Wang Zhan· 2025-11-26 16:20
Core Viewpoint - The African Energy Chamber (AEC) calls for a fundamental shift in global energy policy to prioritize African fossil fuels for energy security, industrial growth, and poverty alleviation, emphasizing the need for responsible exploration to meet the energy demands of millions living without electricity [1][2]. Group 1: Energy Potential and Projections - AEC's "2026 Outlook" predicts that Africa's oil and gas production will reach 11.4 million barrels per day by 2026, increasing to 13.6 million barrels per day by 2030 due to exploration activities [1]. - By 2026, Africa is expected to account for approximately $41 billion in global upstream capital expenditure, driven by major projects in Mozambique, Angola, and Nigeria [1]. - Africa has proven natural gas reserves exceeding 620 trillion cubic feet, making it a crucial supplier for the global gas market and domestic energy development [1]. Group 2: Financing and Policy Challenges - Restrictive global financing frameworks, such as the World Bank's ban on fossil fuel loans, may hinder investment in Africa's energy sector, which is essential for industrial clusters, electrification, and gas infrastructure [2]. - Restoring capital flow presents a unique opportunity for Africa to leverage its natural resources, alleviate energy poverty, and enhance global energy security [2]. - The International Energy Agency (IEA) is urged to reassess its forecasts, which currently underestimate Africa's oil and gas resources and the role of gas in energy access, job creation, and industrial capacity [2]. Group 3: Energy Transition and Development - The call to phase out fossil fuels under the guise of climate justice threatens Africa's prosperity and exacerbates energy poverty for millions [3]. - A just energy future should be driven by African resources and labor, providing tangible benefits to communities [3]. - The G20 is urged to make fossil fuel development a core pillar of its Africa policy, unlocking financing potential, removing ideological barriers, and investing in gas infrastructure to support households, industries, and economies across the continent [3].
国家数据局部署国企数据效能提升行动 12家央企首批试点牵头
Zhong Guo Jing Ji Wang· 2025-11-26 07:23
中国经济网北京11月26日讯(记者 李方) 11月25日,国家数据局举行"数据价值化 我们在行动"第三场 新闻发布会。国家数据局党组成员、副局长陈荣辉在会上指出,今年7月,国家数据局会同国务院国资 委组织实施国有企业数据效能提升行动,并于近期组织开展首批试点工作,明确12家中央企业为首批试 点牵头单位,联合民营企业、科研院所、专业服务机构等共同承担试点任务。预计到2027年,将进一步 增强国有企业数据治理能力,显著提高数据资源开发利用和开放共享水平,有效提升产业链协同效能, 服务带动10万家以上中小企业,产生良好的经济社会效益。 国有企业是数据资源开发利用的重要力量。深化国有企业数据资源开发利用,是推动数据赋能提升企业 核心竞争力,促进产业链协同创新,培育发展新质生产力的重要举措。 陈荣辉表示,企业数据资源开发利用是数据要素市场化价值化的"主阵地",国有企业要发挥示范带动作 用。国有企业数据效能提升行动重点围绕创新数据管理机制、培育壮大数据产业、赋能产业转型升级、 优化创新环境4个方面,部署了10项重点任务。聚焦能源电力、交通物流、矿产资源、装备制造、卫星 遥感、新材料、农业、建筑建材、绿色低碳等重点领域,推 ...
构建全方位合作新格局 擘画能源治理新图景 ——习近平主席贺信为全球能源市场注入更多确定性
Zhong Guo Dian Li Bao· 2025-11-26 06:02
Core Points - Xi Jinping's congratulatory letter emphasizes the positive role of China-Russia energy cooperation in promoting economic and social development, enhancing the well-being of both nations, and providing important guidance for practical cooperation between enterprises [1][2] - The letter aims to establish a new comprehensive energy cooperation framework between China and Russia, injecting more certainty into the global energy market [1][2] Group 1: Energy Cooperation - The China-Russia Energy Business Forum, initiated by the two heads of state, has received significant attention and guidance from both leaders [2] - The deepening of energy cooperation between China and Russia not only benefits both countries but also provides critical stability and certainty to the global energy market [2][3] - A multi-level communication mechanism has been established to facilitate discussions on various energy cooperation topics, laying a solid foundation for collaboration in oil, gas, nuclear energy, and renewable energy [2][3] Group 2: Global Energy Governance - Xi Jinping's letter points to the need for a fair, just, and balanced global energy governance system, with China as an active advocate and practitioner [3] - The letter reinforces the commitment of the electricity sector to green development, highlighting China's role in providing clean energy products and services to over 200 countries and regions [3] - The establishment of a self-controlled trading and pricing platform is suggested to enhance the credibility of energy trade between China and Russia, offering diverse and inclusive pathways for global energy cooperation [3][4]