1月20日，洲际油气涨5.01%，截至发稿，报3.56元/股，成交9.86亿元，换手率7.00%，总市值147.70亿 元。 资料显示，洲际油气股份有限公司位于北京朝阳区顺黄路229号海德商务园,海南省海口市国贸大道2号 海南时代广场17层，成立日期1984年8月20日，上市日期1996年10月8日，公司主营业务涉及石油勘探开 发和石油化工项目的投资及相关工程的技术开发、咨询、服务;石油化工产品、管道生产建设所需物资 设备、器材的销售;油品贸易和进出口;能源基础产业投资、开发、经营;新能源产品技术研发、生产、销 售;股权投资;房屋租赁及物业管理。主营业务收入构成为：油气销售99.88%，服务及其他0.12%。 从基金十大重仓股角度 责任编辑：小浪快报 博时中证油气资源ETF（561760）成立日期2024年4月19日，最新规模2698.76万。今年以来收益 7.49%，同类排名1960/5542；近一年收益25.16%，同类排名3051/4235；成立以来收益19.56%。 博时中证油气资源ETF（561760）基金经理为王祥。 截至发稿，王祥累计任职时间9年82天，现任基金资产总规模608.22亿元，任职期 ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-19 | 3.39 0.89% | | -990.98万 | -1.08% | 2308.05万 | 2.52% | -1317.07万 | -1.44% | | 2026-01-16 | 3.36 -5.62% | | -1.54亿 | -9.23% | -1134.06万 | -0.68% | 1.65亿 | 9.91% | | 2026-01-15 | | 3.56 -5.07% | -1.82亿 | -10.08% | -207.45万 | -0.11% | 1.84亿 | 10.19% | | 2026-01-14 | 3.75 | 4.75% | 1703.08万 | 0.59% | 5442.56万 | 1.87% | -7145.64万 | -2.46% | | 2026-01-13 | | 3.58 -0.56% | -1.75 Z | -6 ...

Core Viewpoint - The oil and gas extraction sector experienced a slight increase of 0.31% on January 19, with Blue Flame Holdings leading the gains. The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1]. Group 1: Market Performance - The oil and gas extraction sector's individual stock performance is summarized in the table, with Blue Flame Holdings closing at 6.99, up 1.90%, and Intercontinental Oil & Gas at 3.39, up 0.89% [1]. - The trading volume for Blue Flame Holdings was 105,400 shares, with a transaction value of 73.41 million yuan, while Intercontinental Oil & Gas had a trading volume of 2.73 million shares and a transaction value of 917 million yuan [1]. Group 2: Capital Flow - The oil and gas extraction sector saw a net outflow of 56.19 million yuan from main funds, while speculative funds had a net inflow of 83.76 million yuan, and retail investors experienced a net outflow of 27.57 million yuan [1]. - The detailed capital flow for individual stocks indicates that Blue Flame Holdings had a main fund net outflow of 6.16 million yuan, with a speculative fund net inflow of 10.48 million yuan [2]. - Intercontinental Oil & Gas reported a main fund net outflow of 9.91 million yuan, with a speculative fund net inflow of 23.08 million yuan [2].

Core Viewpoint - The A-share market is experiencing a rebound, with the oil and gas ETF Huatai-PineBridge (159309) showing a strong performance, gaining 1.72% and attracting over 6 million yuan in investment [1][3]. Group 1: Market Performance - The oil and gas ETF Huatai-PineBridge (159309) has seen most of its constituent stocks rise, with notable increases from companies such as Jereh Group and COSCO Shipping Energy, both exceeding 3% [3]. - As of 14:37, the top ten constituent stocks of the oil and gas ETF are listed, showcasing significant price changes and industry classifications [4]. Group 2: Geopolitical Factors - Recent geopolitical tensions are highlighted as a potential risk for oil production and exports, particularly concerning Iran's average monthly oil production of 3.26 million barrels per day for 2025 [5]. - The ongoing geopolitical uncertainties are expected to support oil price stability in the long term, as indicated by the analysis from Guangda Securities [5]. Group 3: Investment Logic - Four key investment logic points are identified for the oil sector: 1. Geopolitical conflicts may boost oil prices, with the Russian geopolitical outlook being a core factor influencing supply expectations [5]. 2. The commodity cycle suggests that the oil sector is worth monitoring during the current economic conditions, with a potential super cycle for commodities [5]. 3. The supply-demand dynamics are expected to improve, with historical low inventory levels and reduced capital expenditure in oil supply over the past decade [9]. 4. The oil sector offers high dividend advantages, with the oil and gas ETF Huatai-PineBridge (159309) showing a 12-month dividend yield of 3.83% and a payout ratio exceeding 50% for 2023-2024 [5][9]. Group 4: Long-term Value - The oil and gas sector is positioned as a long-term investment opportunity, with the ETF focusing on the oil and gas industry chain, highlighting its importance as a national pillar industry [5].

证券之星消息，1月16日油气开采板块较上一交易日下跌2.13%，洲际油气领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.14 | 0.73% | 60.94万 | 2.54亿 | | 600938 | 與奧圖中 | 29.33 | -2.36% | 47.09万 | 13.92亿 | | 000968 | 蓝焰控股 | 6.86 | -2.56% | 13.44万 | 9314.16万 | | 600759 | 洲际油气 | 3.36 | -5.62% | 497.85万 | 16.68亿 | | 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入 (元) 游资净占比 散户净流入 (元) 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | - ...

Core Viewpoint - The oil and gas ETF Huatai Fuhua (159309) opened down by 1.69% at 1.220 yuan, reflecting a mixed performance among its major holdings [1] Group 1: ETF Performance - The performance benchmark for the oil and gas ETF Huatai Fuhua (159309) is the CSI Oil and Gas Resource Index return rate [1] - Since its establishment on May 31, 2024, the fund has achieved a return of 24.34%, with a monthly return of 11.03% [1] Group 2: Major Holdings Performance - Major holdings include: - Jereh Group opened up by 1.04% - China National Offshore Oil Corporation (CNOOC) down by 1.46% - China Petroleum down by 0.70% - China Petrochemical down by 0.34% - China Merchants Energy down by 2.02% - Guanghui Energy unchanged at 0.00% - COSCO Shipping Energy down by 2.03% - China Merchants South Oil down by 0.89% - CNOOC Engineering down by 1.30% - Intercontinental Oil and Gas down by 1.97% [1]

Group 1 - The oil and gas extraction sector increased by 1.36% compared to the previous trading day, with *ST Xinchao leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - The trading volume and turnover for *ST Xinchao were 507,400 shares and 206 million yuan, respectively, with a price increase of 5.12% [1] Group 2 - The net outflow of main funds in the oil and gas extraction sector was 192 million yuan, while retail investors saw a net inflow of 185 million yuan [1] - The detailed fund flow for *ST Xinchao showed a net inflow of 415,800 yuan from main funds, while retail investors contributed a net inflow of 3.1966 million yuan [2] - In contrast, Intercontinental Oil and Gas experienced a significant net outflow of 182 million yuan from main funds [2]

Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index rising and then retreating, while the oil and gas sector showed strong performance, particularly the oil and gas ETF Huatai-PineBridge (159309), which achieved a five-day consecutive increase and reached a historical high [1][3]. Group 1: Market Performance - The total trading volume in the two markets approached 4 trillion yuan, setting a new historical record [1]. - The oil and gas ETF Huatai-PineBridge (159309) saw a net inflow of over 16 million yuan for the day, accumulating more than 20 million yuan in the last two days [1]. Group 2: Sector Analysis - The majority of the index component stocks for the oil and gas ETF saw price increases, with notable performances including a limit-up for Jerry Holdings and over 4% increase for Continental Oil [3]. - The main oil contracts, including West Texas Intermediate (WTI) and Brent crude, rose by 2.69% and 2.43%, respectively, due to concerns over oil supply amid regional tensions [5]. Group 3: Commodity Market Insights - The commodity market is experiencing a strong trend, with precious and industrial metals reaching new highs, indicating a potential super cycle for commodities driven by economic conditions [5][6]. - Historical patterns during economic downturns suggest that oil prices may rise following increases in gold and industrial metals, with oil being influenced by geopolitical factors [7][8]. Group 4: Strategic Outlook - The oil and gas sector is highlighted as having long-term investment value, with the oil and gas ETF Huatai-PineBridge focusing on the upstream and downstream of the oil and gas industry [8]. - The current low levels of strategic oil reserves in the U.S. and OECD countries, combined with rising commodity ratios, suggest that oil prices are undervalued relative to other commodities [7].

截至发稿，王祥累计任职时间9年76天，现任基金资产总规模608.22亿元，任职期间最佳基金回报 241.7%， 任职期间最差基金回报-47.82%。 数据显示，博时基金旗下1只基金重仓洲际油气。博时中证油气资源ETF（561760）三季度减持24.77万 股，持有股数29.81万股，占基金净值比例为2.51%，位居第十大重仓股。根据测算，今日浮盈赚取约 5.66万元。 博时中证油气资源ETF（561760）成立日期2024年4月19日，最新规模2698.76万。今年以来收益 6.67%，同类排名1881/5520；近一年收益27.81%，同类排名3097/4203；成立以来收益18.65%。 博时中证油气资源ETF（561760）基金经理为王祥。 1月14日，洲际油气涨5.31%，截至发稿，报3.77元/股，成交6.72亿元，换手率4.43%，总市值156.42亿 元。 资料显示，洲际油气股份有限公司位于北京朝阳区顺黄路229号海德商务园,海南省海口市国贸大道2号 海南时代广场17层，成立日期1984年8月20日，上市日期1996年10月8日，公司主营业务涉及石油勘探开 发和石油化工项目的投资及相关工程的技术 ...

Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]