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中海油(00883.HK):技術指標全線轉多,多頭動能續強但不乏潛在修正警訊
Ge Long Hui· 2025-06-11 02:25
2025年6月9日,中國海洋石油有限公司(中海油,00883.HK)以18.52港元作收,單日上漲1.31%,延續過去多日的穩健升勢,股價穩步向第一阻力位18.8靠 攏,市場信心持續增強。從整體趨勢觀察,自短期支撐位18.0反彈以來,股價已連續收復並穩站於所有主要技術均線之上,包括10日線18.14港元、30日線 17.52港元與60日線17.60港元,形成標準的多頭排列型態,技術面趨勢明確偏強。截止今日10點最新數據,股價報18.58元,升幅0.43%。 5日振幅為3.6%,顯示近期價格波動屬於可控範圍,並無明顯過度炒作現象。從資金面來看,成交額達11.28億港元,反映市場參與度活躍,並支撐價格穩步 上行。技術面整體訊號綜合評級為「強力買入」,總強度評為17分,是極具一致性的正面訊號,涵蓋多條移動平均線、MACD、VR成交比率、心理線與 ADX等關鍵指標均發出積極看多訊號。 回顧在2025年6月5日,中海油(00883)正股上漲1.20%,其相關衍生品均錄得優於正股的表現。法興牛證(57666)兩日後上漲6%,槓桿效應明顯;匯豐認 購證(15958)和瑞銀認購證(16031)均上漲8%。 RSI目前為69, ...
张传江任中国海洋石油集团有限公司董事长、党组书记
news flash· 2025-06-06 06:38
金十数据6月6日讯,"中国海油"微信公众号消息,6月6日,中国海洋石油集团有限公司召开中层以上管 理人员大会。中央组织部有关负责同志宣布了中央关于中国海洋石油集团有限公司董事长、党组书记任 职的决定:张传江同志任中国海洋石油集团有限公司董事长、党组书记,免去其中国大唐集团有限公司 董事、总经理、党组副书记职务。相关职务任免按有关法律和章程的规定办理。 张传江任中国海洋石油集团有限公司董事长、党组书记 ...
中证港股通央企红利指数上涨0.17%,前十大权重包含中国海洋石油等
Jin Rong Jie· 2025-06-05 15:21
据了解,中证港股通央企红利指数从港股通范围内选取中央企业实际控制的分红水平稳定且股息率较高 的上市公司证券作为指数样本,以反映港股通范围内股息率较高的央企上市公司证券的整体表现。该指 数以2014年11月14日为基日,以1000.0点为基点。 从指数持仓来看,中证港股通央企红利指数十大权重分别为:中远海控(7.14%)、东方海外国际 (3.28%)、中信银行(3.12%)、中国石油股份(2.76%)、中国海洋石油(2.64%)、中国光大银行 (2.58%)、中国外运(2.58%)、中国神华(2.51%)、农业银行(2.49%)、中国银行(2.4%)。 金融界6月5日消息,上证指数高开震荡,中证港股通央企红利指数 (港股通央企红利,931233)上涨 0.17%,报1057.73点,成交额192.59亿元。 从中证港股通央企红利指数持仓样本的行业来看,金融占比33.25%、工业占比29.84%、能源占比 15.31%、通信服务占比10.44%、原材料占比4.23%、房地产占比3.76%、医药卫生占比1.98%、公用事业 占比1.20%。 数据统计显示,中证港股通央企红利指数近一个月上涨8.25%,近三个月上涨7 ...
中证锐联香港基本面50指数下跌0.57%,前十大权重包含中国海洋石油等
Jin Rong Jie· 2025-05-30 14:07
Core Points - The Hong Kong Fundamental 50 Index (H11110) experienced a decline of 0.57%, closing at 2024.18 points with a trading volume of 88.877 billion yuan [1] - Over the past month, the index has increased by 5.23%, 2.50% over the last three months, and 10.55% year-to-date [1] - The index selects the 50 companies with the highest fundamental value from the Hong Kong market, using a fundamental value-weighted calculation to mitigate the impact of overvalued securities typically found in traditional market-capitalization indices [1] Company Holdings - The top ten holdings of the Hong Kong Fundamental 50 Index are: - China Construction Bank (15.8%) - China Mobile (7.5%) - HSBC Holdings (6.62%) - Tencent Holdings (5.13%) - Industrial and Commercial Bank of China (5.01%) - Alibaba Group (4.6%) - Bank of China (4.02%) - China Unicom (3.87%) - CNOOC (3.21%) - Ping An Insurance (2.62%) [1] Sector Allocation - The sector allocation of the index is as follows: - Financials: 44.71% - Communication Services: 20.38% - Real Estate: 10.74% - Energy: 6.48% - Consumer Discretionary: 6.25% - Information Technology: 3.61% - Utilities: 2.49% - Health Care: 1.61% - Materials: 1.31% - Consumer Staples: 1.23% - Industrials: 1.20% [2] Index Adjustment - The index samples are adjusted annually, with changes implemented on the next trading day following the second Friday of June [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]
中国海洋石油有限公司2025年第六次董事会决议公告
Shang Hai Zheng Quan Bao· 2025-05-12 19:18
Group 1 - The board of directors of China National Offshore Oil Corporation (CNOOC) held its sixth meeting of 2025 on May 12, 2025, via written resolution, with all 8 directors present, confirming the legality and validity of the meeting [2][4] - The board approved the proposal regarding changes in the composition of independent non-executive directors and board committees, which was reviewed and submitted by the nomination committee [3][4] - The board also approved the remuneration for independent non-executive director Qiu Zhizhong, who will serve as the chairman of the remuneration committee, and the remuneration for Chen Zeming, pending approval at the 2024 annual general meeting [6][7] Group 2 - The board recommended the re-election of Zhou Xinhai, Wang Dehua, Yan Hongtao, and Mu Xiuping as executive and non-executive directors at the 2024 annual general meeting, with all proposals receiving unanimous support [8][11][14][17] - The board approved a proposal to amend the company's articles of association and rules for general meetings, which will be submitted for approval at the 2024 annual general meeting [20][21] - The board also approved the proposal to convene the 2024 annual general meeting, with details to be announced later [23][24] Group 3 - The board announced the resignation of independent non-executive director Zhao Chongkang, effective at the end of the 2024 annual general meeting, and expressed gratitude for his contributions [30][31] - The board proposed the appointment of Chen Zeming as an independent non-executive director, subject to shareholder approval at the 2024 annual general meeting, with a proposed annual remuneration of HKD 950,000 [32][34] - Changes in the composition of board committees were also announced, with Qiu Zhizhong appointed as chairman of the remuneration committee and Li Shuxian as a member of the nomination committee [36] Group 4 - The board approved amendments to the company's articles of association and rules for general meetings to reflect recent regulatory changes and enhance electronic communication and voting [39][40]
中国海洋石油(00883.HK):2025年第一季度实现归母净利润365.63亿元,同比减少7.9%。
news flash· 2025-04-29 08:40
Group 1 - The core point of the article is that China National Offshore Oil Corporation (CNOOC) reported a net profit attributable to shareholders of 36.563 billion yuan in the first quarter of 2025, representing a year-on-year decrease of 7.9% [1] Group 2 - The reported net profit for the first quarter of 2025 is 36.563 billion yuan [1] - The year-on-year decrease in net profit is 7.9% [1]
中国海洋石油第一季度IFRS净利润365.6亿元 同比下降7.9%
news flash· 2025-04-29 08:39
Group 1 - The company reported a revenue of 106.854 billion RMB for the first quarter, representing a year-on-year decrease of 4.1% [1] - The net profit for the first quarter was 36.563 billion RMB, showing a year-on-year decline of 7.9% [1]
中国海洋石油(00883) - 2025 Q1 - 季度业绩
2025-04-29 08:32
Financial Performance - CNOOC Limited reported a revenue of RMB 106,854 million for Q1 2025, a decrease of 4.1% compared to RMB 111,468 million in the same period last year[6]. - The net profit attributable to shareholders was RMB 36,563 million, down 7.9% from RMB 39,719 million year-on-year[6]. - The cash flow from operating activities was RMB 57,274 million, reflecting a decline of 4.5% from RMB 59,978 million in the previous year[6]. - The company's oil and gas sales revenue for Q1 2025 was approximately RMB 88.27 billion, a decrease of 1.9% year-on-year due to falling oil prices[15]. - Operating profit for Q1 2025 was RMB 49,927 million, down 5.7% from RMB 52,597 million in Q1 2024[21]. - Net profit for Q1 2025 was RMB 36,601 million, a decline of 7.1% from RMB 39,726 million in Q1 2024[22]. Production and Sales - In Q1 2025, the company's total net production reached 188.8 million barrels of oil equivalent, an increase of 4.8% year-on-year[14]. - The company's net production in China was 130.8 million barrels of oil equivalent, up 6.2% year-on-year, primarily due to contributions from the Bozhong 19-6 oil and gas field[14]. - Natural gas sales increased by 15.8% to RMB 13,635 million, compared to RMB 11,774 million in the previous year[10]. Pricing and Costs - The average realized price for crude oil was USD 72.65 per barrel, a decrease of 7.7% from USD 78.75 per barrel in the same quarter last year[10]. - The average realized gas price was $7.78 per thousand cubic feet, an increase of 1.2% year-on-year[15]. - The Brent crude oil futures average price for Q1 2025 was $74.98 per barrel, down 8.3% year-on-year[14]. Assets and Liabilities - Total assets at the end of the reporting period were RMB 1,102,706 million, representing a 4.4% increase from RMB 1,056,281 million at the end of the previous year[6]. - Total liabilities as of March 31, 2025, amounted to RMB 316,922 million, up from RMB 306,845 million at the end of 2024[20]. - The total equity attributable to shareholders of the parent company increased to RMB 783,824 million as of March 31, 2025, from RMB 747,548 million at the end of 2024[20]. Cash Flow and Financing - Cash flow from investing activities for Q1 2025 was negative RMB 35,408 million, compared to negative RMB 33,884 million in Q1 2024[24]. - The company reported a basic earnings per share of RMB 0.77 for Q1 2025, down from RMB 0.84 in Q1 2024[23]. - Cash inflow from borrowings decreased significantly to $9 million in Q1 2025 from $1,331 million in Q1 2024, representing a decline of 99.32%[25]. - Total cash inflow from financing activities was $42 million in Q1 2025, down from $1,352 million in Q1 2024, a decrease of 96.91%[25]. - The net cash flow from financing activities was negative $1,794 million in Q1 2025, worsening from negative $1,156 million in Q1 2024[25]. Capital Expenditures and Discoveries - Capital expenditures totaled RMB 27,713 million, down 4.5% from RMB 29,014 million in the same period last year[10]. - The company made two new discoveries and successfully evaluated 14 oil and gas structures during the quarter[14]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 233,407[12]. - The largest shareholder, China National Offshore Oil Corporation (BVI), holds 60.54% of the shares[12]. Leadership and Future Outlook - The company is set to implement new accounting standards starting in 2025, which may affect financial reporting[26]. - The board of directors includes key executives such as CEO Zhou Xinhui and CFO Mu Xiuping, indicating strong leadership continuity[26].
2025年中国海洋石油工程装备行业相关政策、产业链、发展现状、重点企业及前景研判:海洋石油工程装备需求持续强劲,装备利用率有望再创新高[图]
Chan Ye Xin Xi Wang· 2025-04-29 01:29
Core Viewpoint - The marine engineering equipment manufacturing industry in China is experiencing high-quality development, significantly supporting the marine economy and the construction of a maritime power. The industry is projected to achieve a value-added of 103.2 billion yuan in 2024, representing a growth of 9.1% compared to 2023 [1][20]. Group 1: Industry Overview - The marine oil and gas engineering equipment sector is crucial for the development of marine resources, with advancements in technology leading to the establishment of various standards and series of equipment [1][4]. - Recent achievements include the construction of significant marine equipment such as the FPSO "Ocean Oil 119" and the semi-submersible production and storage platform "Deep Sea No. 1" [1][20]. - The utilization rates of marine drilling equipment in China are notably higher than the global average, with mobile drilling equipment at 93% [1][20]. Group 2: Industry Development History - The marine oil and gas engineering equipment industry in China began in the 1960s, initially relying on imported technology and equipment. Over the decades, the industry has evolved, with significant advancements in domestic capabilities [6]. - The introduction of policies supporting equipment localization has led to breakthroughs in key technologies, particularly in deepwater and ultra-deepwater equipment [6][8]. Group 3: Industry Policies - The Chinese government has implemented various policies to support the marine engineering equipment sector, including plans to enhance the production capacity of marine engineering products and accelerate the development of new equipment [8][10]. - The Ministry of Industry and Information Technology has also promoted the integration of 5G technology in marine applications, enhancing operational efficiency [8][10]. Group 4: Industry Chain - The marine oil and gas engineering equipment industry chain consists of upstream design and raw material supply, midstream manufacturing, and downstream service provision to oil service companies and operators [11]. Group 5: Market Trends - The industry is expected to see continued demand growth, particularly in deepwater and unconventional resource development, driven by technological advancements and the push for sustainable practices [29][30][32]. - The focus on green technology and low-carbon solutions is becoming increasingly important, with a shift towards renewable energy equipment and environmentally friendly materials [30][32]. Group 6: Key Companies - Major players in the industry include CNOOC Engineering, CNOOC Services, and China Shipbuilding Industry Corporation, which dominate various segments of the marine oil and gas exploration and production equipment market [22][23]. - CNOOC Engineering is recognized as the largest marine oil and gas engineering contractor in the Asia-Pacific region, while CNOOC Services is a leading offshore drilling contractor [25][27].
中证香港300价值指数报2726.16点,前十大权重包含中国海洋石油等
Jin Rong Jie· 2025-04-28 08:08
Core Points - The China Securities Index Hong Kong 300 Value Index (HK300V) reported a decline of 3.40% over the past month, an increase of 4.61% over the past three months, and a year-to-date increase of 3.37% [1] - The index is composed of four indices: the China Securities Index Hong Kong 300 Growth Index, the China Securities Index Hong Kong 300 Value Index, the China Securities Index Hong Kong 300 Relative Growth Index, and the China Securities Index Hong Kong 300 Relative Value Index [1] - The top ten holdings of the HK300V index include HSBC Holdings (11.0%), China Construction Bank (10.45%), China Mobile (7.86%), Industrial and Commercial Bank of China (7.47%), Bank of China (5.71%), Ping An Insurance (5.39%), CNOOC (4.73%), China Merchants Bank (3.2%), Agricultural Bank of China (2.28%), and Bank of China Hong Kong (2.03%) [1] Industry Breakdown - The financial sector constitutes 59.06% of the index holdings, followed by communication services at 11.70%, energy at 10.51%, real estate at 8.19%, and industrials at 3.65% [2] - The index undergoes adjustments every six months, with sample adjustments implemented on the next trading day after the second Friday of June and December [2] - The weight factors are adjusted in accordance with the sample adjustments, and temporary adjustments occur when the underlying index samples are modified [2]