Group 1 - The oil and gas ETF, Fuquo (159148), opened down 1.36% at 1.019 yuan [1] - Major holdings in the ETF saw declines: China National Petroleum Corporation down 2.17%, China National Offshore Oil Corporation down 2.93%, and Sinopec down 1.06% [1] - The ETF's performance benchmark is the National Securities Oil and Gas Index return rate, managed by Fuquo Fund Management Co., Ltd. [1] Group 2 - The fund manager is Ge Junyang, and since its establishment on February 3, 2026, it has returned 3.36% [1] - Other notable stock movements include: Jereh Group down 4.79%, Guanghui Energy down 1.45%, and China Merchants Energy down 0.23% [1] - New Hope Group saw a slight increase of 0.26%, while CNOOC Engineering fell by 1.10% [1]

Company News - Xiamen Airport plans to acquire 100% equity of Zhaoxiang Technology from its controlling shareholder for a cash consideration of 1.193 billion yuan. Zhaoxiang Technology is a comprehensive service provider for civil aviation with capabilities in consulting, research and development, design, implementation, and operation and maintenance [12] - Crystal Material plans to invest 600 million yuan to establish a key materials comprehensive base for the integrated circuit manufacturing industry chain in Pengshan Economic Development Zone, Sichuan. The project is expected to achieve an annual output value of approximately 600 million yuan upon reaching full production [12] - Weitang Industrial signed a strategic cooperation framework agreement with Amphenol (Changzhou) Connection Systems Co., Ltd. on February 12 [12] - Baotai received a marketing approval notice from the European Medicines Agency for Gotenfia (BAT2506), which is used to treat rheumatoid arthritis and ulcerative colitis [13] - Penghui Energy plans to invest 1.2 billion yuan in the construction of a battery production project in Yicheng District, Zhumadian City, with an additional investment of 2.1 billion yuan for a 120Ah cell production project in Zhengyang County, Henan [13] Industry Insights - The National Development and Reform Commission, along with financial regulators and the Civil Aviation Administration, released implementation opinions to promote the high-quality development of low-altitude insurance. By 2027, a mandatory insurance system for unmanned aerial vehicles is expected to be established, with a diverse range of low-altitude insurance products to meet various application scenarios [7] - Peking University announced the development of the world's first large-scale quantum communication network based on integrated optical quantum chips, which has strong market demand. The global Ethernet optical module market is expected to continue growing rapidly, driven by strong demand for AI infrastructure [9] - ViDi Technology's performance exceeded expectations, with a sales forecast of $13.25 billion to $13.75 billion for 2026, significantly above market expectations. The global market for power and liquid cooling solutions is anticipated to continue growing due to increasing demand in AI infrastructure [10]

中国石油天然气股份有限公司是一家主要从事石油和天然气生产和分销业务的中国公司。该公司主要通 过五个分部开展业务。油气和新能源分部从事原油及天然气的勘探、开发、生产、输送和销售以及新能 源业务。炼油化工和新材料分部从事原油及石油产品的炼制，基本及衍生化工产品、其他化工产品的生 产和销售以及新材料业务。销售分部从事炼油产品和非油品的销售以及贸易业务。天然气销售分部从事 天然气的输送及销售业务。总部及其他分部从事资金管理、融资、总部管理、研究开发及为集团其他经 营分部提供商务服务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月12日南向资金增持103.8万股中国石油股份（00857.HK）。近5个交易日中，获南向 资金增持的有5天，累计净增持7896.59万股。近20个交易日中，获南向资金增持的有16天，累计净增持 1.53亿股。截至目前，南向资金持有中国石油股份（00857.HK）73.48亿股，占公司已发行普通股的 34.81%。 ...

| 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-02-12 | 75.75亿 | -1660.20万 | -0.22% | | 2026-02-11 | 75.92亿 | -2998.00万 | -0.39% | | 2026-02-10 | 76.22亿 | 2305.00万 | 0.30% | | 2026-02-09 | 75.99亿 | 310.20万 | 0.04% | | 2026-02-06 | 75.96亿 | 3850.20万 | 0.51% | 证券之星消息，2月12日南向资金减持1660.2万股中国石油化工股份（00386.HK）。近5个交易日中，获南向资金增持的有3天，累计净增持1807.2 万股。近20个交易日中，获南向资金增持的有14天，累计净增持4.0亿股。截至目前，南向资金持有中国石油化工股份（00386.HK）75.75亿股， 占公司已发行普通股的31.84%。 市盈率：8.22倍 资金流向: 最新份额为7.2亿份，增加 了0.0份, 净申赎0.0元。 估值分位: 74.45% 中国石油化 ...

2月12日晚，协创数据（300857）公告称，公司及/或子公司根据经营发展需要，拟向多家供应商（合并简 称"X"）采购服务器，并签署相关采购合同，采购合同总金额预计不超过110亿元人民币。公司及/或子公司 购买服务器主要用于为客户提供云算力服务。 证券代码:300857 证券简称:协创数据 公告编号:2026-016 协创数据技术股份有限公司 关于公司购买资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 本次购买资产的额度系预估金额,实际交易情况可能存在差异, 具体交易金额以最终签署的协议为准,存在一定的不确定性,敬请投 资者注意投资风险。 一、交易概述 协创数据技术股份有限公司(以下简称"公司")及/或子公司根 据经营发展需要,拟向多家供应商(以下合并简称"X")采购服务器, 并签署相关采购合同,采购合同总金额预计不超过人民币 110.00 亿 元。 公司及/或子公司购买服务器主要用于为客户提供云算力服务, 根据《上市公司重大资产重组管理办法》《深圳证券交易所创业板股 票上市规则》等规定,本次交易不构成重大资产重组,亦不构成关联 交易。 ...

Group 1 - The core viewpoint of the news highlights the active performance of Hong Kong oil stocks, with notable increases in shares of China National Offshore Oil Corporation (CNOOC) and Sinopec, both rising over 2% [1] - CNOOC's stock reached a new high, while CNOOC Oilfield Services rose by 1.8%, and China Petroleum & Chemical Corporation (Sinopec) increased by over 1% [2] - The rise in oil stocks is attributed to traders' focus on the escalating tensions between the U.S. and Iran, overshadowing signals of increased supply, with WTI crude oil stabilizing around $65 per barrel [1] Group 2 - WTI crude oil prices had previously increased by over 1% on Wednesday, despite President Trump's comments aimed at reaching an agreement with Tehran following discussions with Netanyahu [1] - Traders remain concerned about potential military strikes and supply risks, indicating a cautious market sentiment [1] - The International Energy Agency (IEA) is set to release its monthly market outlook report, which may reiterate concerns about global supply surplus [1]

港股石油股持续活跃，其中，中国海洋石油、 中国石油 化工均涨超2%，且中石化刷新上市新高价，中 海 油田服务涨1.8%，中国石油股份涨超1%，昆仑能源跟涨。 ...

Group 1 - The core viewpoint of the news highlights the active performance of Hong Kong oil stocks, with notable increases in shares of China National Offshore Oil Corporation (CNOOC) and Sinopec, both rising over 2% [1] - CNOOC's stock price reached a new high since its listing, while CNOOC Oilfield Services rose by 1.8%, and China Petroleum & Chemical Corporation (Sinopec) increased by over 1% [1] - The rise in oil stocks is attributed to traders' focus on the escalating tensions between the US and Iran, overshadowing signals of increased supply, with WTI crude oil stabilizing around $65 per barrel [1] Group 2 - The report indicates that WTI crude oil prices had previously risen by over 1% on Wednesday, despite comments from Trump regarding potential agreements with Tehran [1] - Concerns about potential military strikes and supply risks continue to weigh on traders, indicating a cautious market sentiment [1] - The International Energy Agency (IEA) is set to release its monthly market outlook report, which may reiterate concerns about global supply surplus [1]

Group 1 - The core viewpoint of the news highlights the performance of oil and gas ETFs, with significant gains in several component stocks, including a 9.98% increase in China Merchants Energy and over 8% in COSCO Shipping Energy [2][4] - The OPEC report maintains its global oil supply and demand forecast for the next two years, with a notable decrease in January's average daily production by 439,000 barrels to 42.448 million barrels, exceeding market expectations [4][5] - The recent geopolitical tensions between the US and Iran have contributed to rising oil prices, with US crude oil futures closing at $64.89 per barrel, up 1.45%, and Brent crude at $69.60, up 1.15% [4][5] Group 2 - The marginal improvement in the supply-demand fundamentals is providing solid support for oil prices, with OPEC+ confirming a continued production halt until March 2026, alleviating concerns about oversupply [5][6] - Domestic oil companies are reducing their sensitivity to oil price fluctuations through integrated upstream and downstream operations and diversifying their oil and gas sources [6][7] - The oil and gas ETF focuses on the upstream and downstream sectors of the oil and gas industry, including exploration, equipment, refining, and transportation, emphasizing companies with quality reserves and stable dividend capabilities [6][7]

Group 1 - The ongoing regional tensions are disrupting the global oil supply chain, leading to a continuous rise in oil prices, with WTI crude oil up by 1.45% to $64.89 per barrel and Brent crude oil up by 1.15% to $69.60 per barrel [1] - OPEC maintains its global oil demand growth forecast for 2026 and 2027, expecting an average global demand of 42.6 million barrels per day in Q1 2026 and 42.2 million barrels per day in Q2 2026, unchanged from previous predictions [1] - OPEC+ crude oil production averaged 42.45 million barrels per day in January, a decrease of 439,000 barrels per day from December 2025, primarily due to a decline in Kazakhstan's production [1] Group 2 - The uncertainty surrounding the situation in Iran, combined with the recent trade agreement between the US and India, and India's commitment to halt imports of Russian oil while increasing purchases of US and Venezuelan oil, is accelerating the restructuring of global oil trade flows, providing strong short-term support for oil prices [1] - As of February 12, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.87%, with significant gains in component stocks such as China Merchants Energy (up 6.91%), COSCO Shipping Energy (up 5.34%), and China Merchants Oil (up 4.35%) [1] - The oil ETF Penghua (159697) increased by 0.88%, marking its fifth consecutive rise, with the latest price reported at 1.38 yuan [1] Group 3 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2]