股票近期走势 资金面与技术面 经济观察网金马能源2025年上半年收益为38.29亿元，同比减少39.21%；公司拥有人应占期内亏损为 1.26亿元，较上年同期亏损有所收窄。公司主营业务包括焦炭、LNG等能源产品，其业绩受原材料价格 波动影响较大。2025年上半年，公司焦炭产量约158万吨，LNG产量约3.39万吨，氢能业务方面新增两 个加氢站，氢气销量同比增长224%。 技术面上，2026年2月13日金马能源的MACD指标显示差离值为-0.038，处于负值区间，布林带中轨为 1.162港元，股价接近下轨1.01港元。这些指标反映短期市场情绪偏弱。 尽管公司基本面呈现亏损状态，其股价在2026年1月至2月期间出现显著波动。例如，2026年1月14日， 股价单日上涨9.68%，而2026年2月13日则下跌4.42%，当日振幅达10.62%。从行业角度看，金马能源所 属的煤炭板块在2026年2月13日下跌2.32%，同期恒生指数下跌2.09%。 以上内容基于公开资料整理，不构成投资建议。 ...

中辉能化观点 | 品种 | 核心观点 | 主要逻辑 | | --- | --- | --- | | 原油 | | 地缘影响减弱，油价重回基本面定价，节前轻仓做好风控。地缘：中东地 | | | 谨慎看空 | 缘反复拉扯，下周美伊将继续谈判，地缘不确定性较大，短期防风险为主； | | ★ | | 核心驱动：供给过剩格局仍未扭转，需求淡季到来，油价仍有下行压力； | | | | 关注变量：美国页岩油产量变化，俄乌以及中东地缘进展。 | | | | 短期暂缺驱动，跟随油价震荡调整。成本端油价短期受地缘扰动波动加剧， | | LPG ★ | 空头盘整 | 但地缘溢价下降，后续支撑下降；供需双增，商品量与下游化工开工率均 | | | | 上升；库存端偏利空，港口库存连续上升。 | | L | | 成本端原油回落，基差延续偏弱震荡，假期临近，谨慎操作，关注节后需 | | ★ | 空头盘整 | 求验证情况。线性产量维持同期高位，本周中英石化等装置计划重启，预 | | | | 计供给延续增加趋势，基本面偏空。 | | | | 装置回归，节前供需驱动不足，轻仓谨慎操作。当前基本面供需双弱，暂 | | PP | 空头盘整 | 无突 ...

Key Takeaways TTE Q4 EPS of $1.73 missed estimates and fell 8.9% Y/Y as revenues slipped 2.5%.Production rose 4.9% on start-ups and acquisitions, lifting liquids and gas volumes.TotalEnergies plans $15B 2026 capex, and approves buyback up to $4 billion shares.TotalEnergies SE (TTE) reported fourth-quarter 2025 operating earnings of $1.73 (€1.48) per share, which missed the Zacks Consensus Estimate of $1.80 by 3.9%. The bottom line dropped 8.9% from the year-ago figure of $1.9 (€1.78).2025 adjusted earnings ...

Fortis (NYSE:FTS) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker8Thank you for standing by. This is Betsy, the conference operator. Welcome to the Fortis Inc. 2025 Annual Results Conference Call. As a reminder, all participants are in a listen-only mode, and the conference is being recorded. After the presentation, there will be an opportunity to ask questions. To join the question queue, you may press star, then one on your telephone keypad. Should you need assistance during the conference cal ...

全球LNG行业中期维度进入宽松周期已成为市场一致预期，但近期需求端已出现多重正向信号，加之供应端已进行自发调节，我们判断供需先立后 破，价格平稳下行概率正在增加。 点击小程序查看报告原文 Abstract 全球LNG供应过剩中期预期进一步强化。 考虑到2026年起美国/卡塔尔在建LNG产能的进一步释放（据路透社统计，2025-2027年合计将有约1.6亿吨LNG 产能投产），全球LNG市场或将逐步进入宽松周期，现货LNG价格存在较大中期下行压力，我们认为中期维度JKM价格或跌至8美元/MMBtu以下，LNG 长协套利空间或将大幅缩窄。 供需两端多重信号或隐含价格"先立后破"概率提升。 一般而言，在供应大幅释放后，商品价格会出现明显下跌，价格下行后刺激需求复苏，即"先破后 立"；但考虑到全球LNG市场当前较为合理的供应格局，在中期过剩预期下，我们认为市场参与者正自发调整供应释放节奏，加之近期美国/欧洲/亚洲需求 端均出现一定正向信号，我们认为LNG现货价格"先立后破"，平稳下行概率正在提升，我们预计2026-2028年东北亚LNG现货均价分别为9/8/7美 元/MMBtu。 2027年起中国天然气需求存上修潜力 ...

Australia's Origin Energy tops profit estimates on strong electricity unit performance | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The Origin Energy logo is displayed at their headquarters in Sydney, Australia, August 14, 2025. REUTERS/Hollie Adams [Purchase Licensing Rights, opens new tab]- Companies[Origin Energy Ltd]FollowFeb 12 (Reuters) - Australia's Origin Energy [(ORG.AX), opens new tab] beat first-half profit estimates ...

TotalEnergies (NYSE:TTE) Q4 2025 Earnings call February 11, 2026 09:00 AM ET Company ParticipantsAlejandro Vigil - Head of European Integrated Energy & Chemicals Equity ResearchAnish Kapadia - Director and Head of EnergyArnaud Le Foll - Senior Vice President, New Business and Carbon NeutralityBiraj Borkhataria - ManagingDirector and Global Head of Energy Transition ResearchChristopher Kuplent - Head of European Energy Equity ResearchHenri Patricot - Executive Director for Equity Research Oil & GasHenry Tarr ...

TotalEnergies (NYSE:TTE) Q4 2025 Earnings call February 11, 2026 09:00 AM ET Speaker18So welcome, everybody, for this presentation of 2025 results and the objective for 2026. And we are from London. It is sunny, like it's sun for the shares of TotalEnergies until we speak, so we'll see after that, after this call. And I'm happy to be here today with the executive committee members. You know all of them, but not Catherine. Catherine, you could stand up, well, she's our new member in charge of People and Soci ...

2025 Results & 2026 Objectives Delivering accretive energy growth, while strengthening resilience Delivering accretive energy growth, while strengthening resilience February 11, 2026 February 2026 – Results and Objectives | 2 Table of contents 03 | Safety, our core value 04 | Relentlessly reducing emissions 06 | 2025: delivered growth while preparing 2030+ 07 | Delivered on our growth objectives 08 | Sustaining attractive distributions supported by accretive growth and strong balance sheet 09 | Disciplined ...

Core Viewpoint - The implementation plan for supporting the construction of an international green fuel refueling and trading center in Shanghai marks a significant step in promoting the green and low-carbon transformation of the global shipping industry, enhancing Shanghai's position as a leading international shipping center [1][3]. Group 1: Implementation Plan Overview - The plan aims to establish Shanghai as an international green fuel refueling and trading center by 2030, with LNG refueling capacity exceeding one million cubic meters and methanol and biofuels reaching one million tons [3]. - The plan emphasizes a coordinated development system for LNG, green methanol, and biofuels, transitioning from a single fuel supply to a diversified green service model [3]. - By 2025, Shanghai's bonded LNG refueling volume is projected to reach 712,000 cubic meters, a 54% increase year-on-year, while domestic green methanol refueling is expected to reach 10,000 tons [3]. Group 2: Challenges and Support Mechanisms - The construction of the green fuel center involves multiple stages, including production, transportation, storage, and trading, which presents various management and regulatory challenges [4]. - The plan proposes a national strategy and local positioning mechanism to facilitate collaboration between ten ministries and local authorities, enhancing Shanghai's role as a global hub for green shipping energy [4]. - The plan includes establishing cross-provincial cooperation mechanisms for green fuel supply and exploring "night refueling" operations to improve efficiency [5]. Group 3: Certification and Trading Systems - The plan supports the development of a green fuel certification service platform under the national sustainable certification framework, aiming for mutual recognition with international standards [8]. - Shanghai aims to create a dual-driven model of "refueling + trading," leveraging the Shanghai Shipping Exchange and Shanghai Futures Exchange to enhance the green fuel trading market [8][9]. - The goal is to establish a transparent trading market that attracts global investment and enhances Shanghai's resource allocation capabilities [9]. Group 4: Local Production and Future Projects - A 100,000-ton green methanol project in Shanghai is set to commence operations by the end of 2025, utilizing biogas from waste resources, marking a significant local production capacity [11]. - New projects are being planned to increase green methanol production to 200,000 to 300,000 tons annually by 2029, addressing the future demand for green fuels [12]. - The plan allows for the development of green fuel projects beyond traditional chemical parks, broadening the supply channels for green energy [12].