资源品交易热度仍在上升！ 航运的价格冲击也比原油更为猛烈。集运指数欧线主力合约两个交易日大幅上涨，累计涨幅已经达到 34.34%，从涨幅上几乎是国内原油、燃料油、甲醇等品种涨幅两倍。目前，油轮（VLCC）日租金已突破20万 美元/天，波斯湾至日本的油轮航线基准费率飙升逾36%。 新能源和黄金大跳水 在海外油运价格飙升的背景下，中国石油、中国海油、中国石化三桶油出现了连续两天涨停，并带动A股市场 申万一级石油石化指数创下近10年新高，在申万一级行业指数中领跑。与此同时，陕西黑猫、大有能源等煤炭 板块也大幅上行，A股市场申万一级煤炭指数创下近4年新高，在申万一级行业指数中居第三位。 国内商品期货市场，在3月2日原油等12品种涨停之后，3月3日欧线航运、原油等10个品种再次涨停。夜间开盘 后，国内SC原油期货主力合约涨13.99%，触及涨停，报641.1元/桶；燃油期货主力合约涨超13%。 而且随着战火升级，"战争溢价"也在品种间出现明显分化，国外天然气和国内航线"溢价"领跑，远超过国际油 价，航运涨超30%，天然气涨超70%。 业内人士提醒，随着事态不断升级，冲突的持续时间、规模和结果均不可预测，投资者应保持理性 ...

Market Performance - The Shanghai Composite Index decreased by 0.70%, the Shenzhen Component Index fell by 0.67%, and the ChiNext Index dropped by 0.96% [1] - Shipbuilding, aerospace, and semiconductors showed the highest gains, while small metals, photovoltaic equipment, and shipping ports collectively retreated [1] ETF Performance - The top five ETFs by increase were: - France CAC40 ETF (513080) up 3.11% - China-Korea Semiconductor ETF (513310) up 2.35% - Sci-Tech Semiconductor Equipment ETF (589020) up 2.32% - Sci-Tech Semiconductor ETF (588170) up 2.21% - Sci-Tech Semiconductor Equipment ETF (588710) up 2.14% [1] - The top five ETFs by decrease were: - Oil and Gas ETF (561760) down 3.63% - Oil ETF (561360) down 3.60% - Oil and Gas ETF (159309) down 3.58% - Oil and Gas ETF (561570) down 3.50% - Oil ETF (159697) down 3.30% [1] ETF Trading Volume - The top ten ETFs by trading volume included: - A500 ETF Fund (512050) with a volume of 9.776 billion - A500 ETF Huatai-PB (563360) with 7.270 billion - CSI A500 ETF (159338) with 5.846 billion - A500 ETF Southern (159352) with 5.665 billion - Gold ETF (518880) with 4.225 billion - A500 ETF E Fund (159361) with 3.106 billion - Hang Seng Technology ETF (513130) with 3.105 billion - Hong Kong Securities ETF E Fund (513090) with 2.785 billion - CSI 500 ETF (510500) with 2.601 billion - Hang Seng Technology Index ETF (513180) with 2.303 billion [2]

Group 1 - The oil and gas ETF Bosera (561760) opened with a gain of 0.52%, priced at 1.350 yuan [1] - Major holdings in the ETF include China National Offshore Oil Corporation (CNOOC) up 0.55%, China Petroleum up 0.37%, and China Petrochemical down 0.15% [1] - The ETF's performance benchmark is the CSI Oil and Gas Resource Index return rate, managed by Bosera Fund Management Co., with a return of 34.44% since its establishment on April 19, 2024, and a return of 16.23% over the past month [1] Group 2 - Notable stock performances include Jerry Holdings up 1.27%, China Merchants Energy up 3.49%, and CNOOC Engineering up 1.81% [1] - The ETF's performance reflects the overall trends in the oil and gas sector, indicating a mixed performance among its key holdings [1]