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私募配置聚焦双主线 “弯道位置要控制好重心”
在经历了春节长假的休整之后,2月24日A股市场量价齐升,资金入场意愿较为强烈。 与此同时,结构性分化的暗流也在涌动。油气、有色、化工等资源品板块全线走强,影视院线、AI应 用等题材则显著回调。这种"冰火两重天"的格局,使得A股在马年的平稳开局中暗藏分歧。多家一线私 募机构在接受中国证券报记者采访时表示,马年A股首日走势验证了节前的乐观预期,但市场主线也在 逐步切换,投资者需要在"科技"与"资源"的双线逻辑中重新校准攻守节奏。 双轮驱动特征明显 "A股马年首个交易日整体呈现出全线高开、放量走强的行情,上证指数等主要指数同步走高,市场交 投活跃度显著提升。"畅力资产董事长宝晓辉表示,结合春节假期外围市场整体偏暖、资金回流预期较 强的大背景,A股的表现基本符合市场的普遍预期。 奶酪基金投资经理李铭洛则观察到盘面的双轮驱动特征,24日盘面呈现清晰的"资源品+科技成长"双轮 驱动格局——油气能源、贵金属等资源板块与AI算力、半导体、机器人等硬科技赛道领涨,前期涨幅 较大的影视、短剧游戏等题材则有所回调。"这一表现基本兑现了节前市场对'红包行情'的预期,主要 驱动力来自假期期间海外科技股上涨、地缘风险推升避险资产价格以及 ...
天富能源:诚通油气能源站位于石河子北工业区交通要道
Zheng Quan Ri Bao· 2025-12-29 11:49
Group 1 - The core viewpoint of the article highlights Tianfu Energy's strategic location for its energy station, which is situated on a major traffic route in Shihezi City, facilitating access for large vehicles to various chemical plants [2] - The energy station possesses a retail license for finished oil products and has a stable gas supply, making it suitable for upgrades to integrate multiple energy services such as gas, charging, refueling, and hydrogen [2]
2024年科特迪瓦营业额前十大企业仍以能源类企业为主
Shang Wu Bu Wang Zhan· 2025-10-24 06:06
Core Insights - In 2024, five out of the top ten companies by revenue in Côte d'Ivoire are in the oil and gas sector, indicating a strong presence of energy companies in the economy [1] - The top ten companies have a total revenue growth of 8.2% year-on-year, reflecting a vibrant economic growth in Côte d'Ivoire [1] Company Summaries - The leading company is Société Ivoirienne de Raffinage (SIR) with a revenue of $4.48 billion, holding a 48% state ownership and monopolizing the processing of crude oil from the "Whale" oil field, which produces 50,000 to 60,000 barrels per day [1] - TotalEnergies Côte d'Ivoire ranks second with a revenue of $1.1 billion, followed closely by Vivo Energy CI, a Shell distributor, with a revenue of $1.06 billion [1] - Other notable companies include France Telecom Côte d'Ivoire ($1.06 billion), Côte d'Ivoire National Lottery ($1.02 billion), and distributors like SDTM and Côte d'Ivoire National Oil Company, each with revenues of $1.02 billion [1] - New entrants to the top ten include Olam Cocoa Processing CI with $640 million and ITY Mining Company with $690 million, highlighting the reliance on primary products like cocoa and gold [1]