6月19日，A股三大指数集体下跌。截至收盘，沪指跌0.79%，深成指跌1.21%，创业板指跌1.36%，北证50指数跌1.98%。全市场成交额为12808亿元，较 上一日增量591亿元。全市场超4600只个股飘绿。在板块题材上，油气、短剧游戏板块涨幅居前。 值得一提的是，4月21日至6月19日，A股已经连续40个 交易日成交突破1万亿元。 今天，油气股逆势走强。油气开采及服务、石油加工贸易、燃气板块抱团上行。 据央视新闻消息，以色列伊朗冲突持续。伊朗向以色列发射远程超重型导弹。以色列对伊朗银行及伊朗国家电视台发动网络袭击，伊朗全国出现大面积断 网；以色列对伊朗银行网络发动了大规模网络攻击，导致伊朗境内两家银行服务中断。 PART1 油气股逆势走强 汇通财经认为，对于全球油价而言，以伊冲突带来的供应中断风险和地缘政治不确定性正在推高市场紧张情绪，短期内油价可能面临上涨压力。 未来几 天，无论是军事行动的进一步升级还是外交谈判的突破，都将对油价走势产生深远影响。 PART2 短剧游戏概念爆发 今天，短剧游戏概念爆发，影视院线板块也表现活跃，多股涨停。 校对丨张斌 审核丨杨宏生 继年初在微信内上线短剧小程序"火星观 ...

Industry Overview - The oil processing trade sector has shown strong performance, with the sector rising over 2% as of June 19, 2023, and individual stocks such as Baomo Co., Ltd. and Maohua Shihua reaching the daily limit [1] - Recent oil price increases have been significant, with WTI crude futures rising by 13.81% and Brent crude futures by 12.80% from June 6 to June 13, 2023, primarily driven by geopolitical factors affecting the oil processing trade sector [1] - The internationalization of oil processing trade is increasing, with China being one of the largest oil importers globally, enhancing the influence of domestic companies in international markets [1] Future Outlook - Institutions are optimistic about the development prospects of the oil processing trade sector, driven by global economic recovery, demand growth, and policy support [2] - Companies are expected to enhance their capabilities through technological innovation and industrial upgrades, potentially gaining larger market shares and profits [2] - The stabilization and recovery of international oil prices, along with geopolitical uncertainties, may further enhance the valuation of the oil processing trade sector, providing good investment returns [2] Company Profiles - **Baomo Co., Ltd. (002476)**: Main business includes oilfield chemicals, fine chemicals, and environmental water treatment, with key products like acrylamide and polyacrylamide [2] - **Maohua Shihua (000637)**: Engaged in the production and sales of petrochemical products, with major products including polypropylene and liquefied petroleum gas [2] - **Baoli International (300135)**: Focuses on the production and sales of modified asphalt and other specialized asphalt products [2] - **Daqing Huake (000985)**: Specializes in fine petrochemical products and pharmaceuticals, with key products including C5 and C9 fractions [3] - **Heshun Petroleum (603353)**: Operates gas station chains, storage, logistics, and wholesale of finished oil products [4] - **Taishan Petroleum (000554)**: Engaged in wholesale and retail of finished oil products, including gasoline and diesel [4] - **Unified Co., Ltd. (600506)**: Focuses on the research, production, and sales of lubricants [4] - **Bohui Co., Ltd. (300839)**: Engaged in the research, production, and sales of specialty aromatic products [5]

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 油气开采、石油加工贸易板块盘初活跃，通源石油（300164）、中曼石油（603619）、准油股份 （002207）涨停，洲际油气（600759）、首华燃气（300483）、中海油服（601808）等跟涨。消息面 上，中东地缘政治紧张局势升温，SC原油主力合约一度触及涨停。 ...

A股开盘涨跌不一，上证指数跌0.08%，深证成指涨0.14%，创业板指涨0.22%。PEEK材料、AI眼镜、 石油加工贸易板块涨幅居前；保险、海南、电力板块领跌。 ...

新华财经上海4月28日电（记者杜康）记者获悉，《关于深化上市公司并购重组市场改革的意见》（简 称"并购六条"）发布以来，沪市公司合计新增74例重大资产重组，其中主板45例，科创板29例；新增 508单小规模并购。并购重组市场活跃度持续攀升，不仅反映了企业优化资源配置、寻求战略突破的迫 切需求，更折射出我国经济在高质量发展道路上的强劲活力。 在市场竞争日益激烈的当下，并购重组为企业提供了快速扩张和转型升级的捷径。通过并购，企业能够 迅速获取先进的技术、人才、市场渠道等关键资源，打破发展瓶颈。如远达环保购买中国电力、湘投国 际合计持有的五凌电力100%股权以及广西公司持有的长洲水电64.93%股权。交易后，公司主营业务将 新增水力发电及流域水电站新能源一体化综合开发运营业务。核心在于构建＂环保+流域水电+新能源 开发＂的立体业务架构，为传统能源企业转型提供可操作路径。 "注册制改革背景下，并购重组正从简单的规模扩张转向价值创造。"有关专业人士表示，监管层通过明 确重组政策、提高监管包容度、提升重组市场交易效率等举措，既保持监管定力又释放市场活力，推动 并购重组回归产业逻辑本源。 从近期的重组案例来看，重组方案更加 ...