来源：新浪基金∞工作室 2月24日，中国石油涨5.31%，截至发稿，报11.10元/股，成交8.84亿元，换手率0.05%，总市值20315.33 亿元。 资料显示，中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室，成立日期1999年11月5日，上市日期2007年11月5日，公司主营业务涉及(i)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;(ii)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;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输送 及销售业务。主营业务收入构成为：炼油产品69.64%，原油43.27%，天然气39.98%，化工产品8.78%， 其他7.00%，加油站非油品销售0.86%，其他收入0.04%，管输业务0.03%。 基金名称基金代码基金经理持股数量(股)占流通股比例(%)占基金净值比(%)持股数量变动(股)建信MSCI 中国A股指数增强A007806叶乐天、赵云煜1845000.00011.62新进建信红利精选股票发起A020759薛玲、 王若天31200--1. ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 油气ETF汇添富（159309）业绩比较基准为中证油气资源指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为晏阳，成立（2024-05-31）以来回报为36.67%，近一个月回报为10.97%。 来源：新浪基金∞工作室 2月24日，截止午间收盘，油气ETF汇添富（159309）涨7.21%，报1.472元，成交额7925.84万元。油气 ETF汇添富（159309）重仓股方面，中国石油截止午盘涨5.88%，中国海油涨8.20%，中国石化涨 3.45%，杰瑞股份涨5.15%，招商轮船涨9.35%，广汇能源涨6.65%，中远海能涨9.20%，洲际油气涨 9.92%，海油工程涨6.71%，招商南油涨9.89%。 ...

消息面上，自2月18日以来，受地缘政治风险溢价快速攀升的催化，市场对美国与伊朗紧张局势升级的 担忧情绪集中释放，推动原油价格走强，布伦特原油春节假期期间（2月14日至2月23日）累计上涨 5.46%，从67.73美元/桶升至71.13美元/桶。 公开资料显示，300现金流ETF（562080）被动跟踪300现金流指数，在沪深300核心资产中臻选50只"现 金奶牛"公司。行业分布上，剔除金融、地产，前五大行业石油石化、家用电器、有色金属等权重合计 62%，传统行业与新兴行业兼具。市值分布上，百分百聚焦大中盘，千亿以上市值成份股权重约60%。 数据来源：中证指数公司、Wind，申万一级行业分类，截至2025.12.31 2月24日，A股马年首个交易日大幅高开，现金流策略一骑绝尘，300现金流指数强势上涨2.8%。ETF方 面，跟踪300现金流指数的同类规模最大、流动性最佳*的300现金流ETF（562080）截至10：50分放量 大涨2.84%，实时成交额突破5700万元。 数据来源：沪深交易所等，截至2026.2.24早盘10：50 注：沪市规模、流动性同类第一指截至2025年末，300现金流ETF规模为9.3 ...

Group 1 - The core viewpoint of the article highlights the performance of the Energy ETF Guangfa (159945), which opened with a gain of 1.15% at 1.321 yuan on February 24 [1] - The major holdings of the Energy ETF include China Shenhua, which rose by 0.68%, China Petroleum by 3.42%, China Petrochemical by 1.57%, Shaanxi Coal and Chemical by 1.14%, China National Offshore Oil by 4.10%, Jereh Group which fell by 0.41%, Yanzhou Coal Mining by 2.02%, China Coal Energy by 1.04%, Guanghui Energy by 2.22%, and Shanxi Coking Coal by 0.57% [1] - The performance benchmark for the Energy ETF Guangfa is the CSI All Share Energy Index, managed by Guangfa Fund Management Co., with a return of 30.72% since its establishment on June 25, 2015, and a return of 7.72% over the past month [1]

内容概况：随着中国经济的稳步增长，作为全球最大的制造业国家，其工业控制阀市场规模持续扩大。 国内多元化的工业领域，包括石油与天然气、化工、电力、食品饮料等行业，均对工业控制阀存在持续 且庞大的需求。与此同时，中国政府推动的基础设施建设与工业现代化战略，如"新基建"等政策，进一 步为工业控制阀市场注入了增长动力。整体来看，中国工业控制阀行业市场规模保持逐年增长态势。 2019年，受中美贸易摩擦及下游需求阶段性回落等因素影响，行业规模有所回调，降至250.9亿元，同 比下降7.14%。2020年以来，伴随国内经济复苏、产业升级步伐加快以及重点项目投资拉动，市场逐步 恢复并实现持续扩张，至2025年行业市场规模达到534.9亿元。展望未来，随着国内经济持续发展与工 业化进程深入推进，工业控制阀的市场需求有望进一步增长。 相关上市企业：江苏神通（002438）、纽威股份（603699）、浙江力诺（300838）、智能自控 （002877）、中金岭南（000060）、中信特钢（000708）、首钢股份（000959）、唯万密封 （301161）、中国石油（601857）、中国石化（600028）等。 相关企业：吴忠仪表 ...

图1：大庆市的磕头机，从地下抽取原油 资料来源：经济 专题：分析师回乡见闻 探寻中国经济多层次发展脉络 作者：申万宏源研究农林牧渔团队 胡静航 儿时，家乡是作文中最常出现的载体，如今，再次写起家乡，离家已十余年。乡音虽已淡薄，但昼夜不 停的磕头机、天空中高耸的烟囱、漫天的飞雪依旧存在着，构成了故乡最美的风景。 观察报，申万宏源研究 源研究 一、新中国石油工业的长子 1959年9月26日松基三井喷出工业油流，恰逢新中国成立十周年之际，故命名为大庆油田，取"大喜大 庆、普天同庆"之意，纪念油田发现与国庆10周年双重盛事。同年，黑龙江省正式设立大庆区，1979 年，国务院批准更名为大庆市。 说起大庆，一定离不开另一个名字，铁人王进喜，也是每一个大庆人从小就熟知的名字。作为新中国第 一代钻井工人，王进喜立下誓言"宁肯少活二十年，拼命也要拿下大油田"。1960年石油大会战启动，王 进喜率队参战来到大庆，无吊车，率队人拉肩扛3天3夜，把钻机运到井场。无水管线，破冰取水，5天4 小时打出会战第一口井。井喷危急时，为保住油井，王进喜不顾腿伤跳进浆池，用身体搅拌水泥3个多 小时，最终成功压制井喷，但身体却被碱性很大的泥浆烧起了 ...

地面工程研究部公用工程和经济评价项目组二级工程师曾冠鑫，刚走进办公室，就打开软件，对"北水 南调"输水主管线及山前气田排水支线等进行水力模拟核算。 【锦绣中国年】 光明日报记者 赵明昊 姚昆 黄小异 正月初六，年味犹浓。中国石油塔里木油田油气工艺研究院办公楼内，却是一番忙碌景象：键盘敲击声 不停，交流讨论声此起彼伏…… 此刻的荒原大漠，60多口油气井正挺进地层深处，20多口已进入目的层。钻井远程管控支持系统维护者 陈龙，正紧盯着屏幕上的数据和曲线。 "实时监测预警必须准、必须快，我们一刻也不能松劲。"陈龙指着屏幕上重点关注的高风险井说。 解决生产难题，攻克技术难关……这个新春，塔里木油田科研人正以科技为笔，勾勒着创新图景。正如 陈龙所言："马年新气象，科研攻关更要'马力十足'！" 《光明日报》（2026年02月23日 01版） [ 责编：孙宗鹤 ] "春节一过，施工黄金期就到了，必须编制好方案，满足节后油气生产需求。"曾冠鑫说，眼下库车山前 气田水侵形势严峻，输水后路必须畅通，他和同事一刻不敢耽搁。 不远处，采油气研究部提高采收率项目组同样忙碌。项目副经理庹维志正和同事坐在电脑前，逐口井核 对工况数据。 前不 ...

Core Viewpoint - The Tarim Oilfield's Shangkuxin High-tech Industrial Development Zone is successfully operating a 1.3 million kilowatt photovoltaic project, contributing to the generation of clean energy in the region [2][3]. Group 1: Project Overview - The photovoltaic project has been operational for over a year, generating a total of 826 million kilowatt-hours of electricity [3]. - The project is the largest single photovoltaic project operated by China National Petroleum Corporation (CNPC), covering an area of 4.6 kilometers by 4.9 kilometers and consisting of 260,000 solar panels, 4,273 inverters, and 397 box transformers [7][8]. - The project includes two 220 kV booster stations and a super-large energy storage station with a capacity of 130,000 kilowatts/260,000 kilowatt-hours [7]. Group 2: Operational Management - The operation and maintenance team consists of only 22 personnel, relying on both intelligent technology and dedicated manual inspections to ensure smooth operations [7]. - Daily inspections are conducted, with engineers checking critical parameters such as voltage, power, and energy storage status [3][5]. - The use of drones equipped with thermal imaging technology enhances inspection efficiency, allowing for the identification of potential issues that are not visible to the naked eye [7]. Group 3: Workforce and Training - The project emphasizes the importance of safety, with a focus on establishing a robust safety management system [5]. - The Tarim Oilfield is committed to expanding its renewable energy footprint, with plans to continue developing new projects during the 14th Five-Year Plan period [8]. - The company is actively recruiting talent through various initiatives, including campus recruitment and skill training, to build a strong foundation for its renewable energy sector [8].

Group 1 - The Hong Kong stock market experienced a decline on the first trading day of the Year of the Horse, with the Hang Seng Index falling by 1.10% and the Hang Seng Tech Index dropping by 2.91% [1] - AI applications, robotics, and oil stocks saw gains, while internet technology stocks generally fell, with Baidu down over 6% and Alibaba down nearly 5% [1] - Semiconductor stocks weakened, with Hua Hong Semiconductor down nearly 6% and SMIC down over 3% [1] Group 2 - The Hong Kong Legislative Council member Wu Jiezhuang announced that the first batch of stablecoin issuer licenses is expected to be issued in March, suggesting that eligible citizens could receive stablecoin airdrops or consumption vouchers to stimulate local consumption [1] - CITIC Securities believes that fiat-backed stablecoins may become the most accepted and secure mainstream stablecoin form, maintaining core functions of value measurement, transfer, storage, and inter-temporal value in the Web3 world [1] - Concerns about the impact of stablecoins on fiat currencies and their minting rights depend on their support for economic activities and the strength of the fiat they are pegged to [1] Group 3 - Analysts predict that Hong Kong tech stocks will remain weak in the near term due to intense competition in delivery and red envelope services around the Spring Festival, with expectations for stabilization only after Tencent and other companies report earnings in March [2] - Everbright Securities noted that tech stocks are currently not a major focus for investors, with concerns about the business development of companies like Alibaba and Baidu leading to significant declines in related stocks [2] - Recent reports from招商证券 indicate that the AI application sector is experiencing simultaneous technological breakthroughs and intensified commercialization competition, supported by national strategies for long-term development [2] Group 4 - China Galaxy Securities suggests focusing on sectors such as precious metals and energy, which may experience upward fluctuations due to uncertainties surrounding Fed rate cut expectations and geopolitical tensions [3] - The technology sector remains a long-term investment focus, with reduced valuation pressure following recent corrections, and potential rebounds expected in the context of accelerated AI model updates and applications [3]

Core Viewpoint - Hong Kong oil stocks have shown strong performance against the market trend, driven by rising international oil prices and escalating tensions between the US and Iran in the Middle East [1] Group 1: Stock Performance - China Petroleum & Chemical Corporation (00857) increased by 4.47%, reaching a latest price of 9.590 with a total market capitalization of 1.76 trillion, marking a year-to-date increase of 14.44% [2] - CNOOC Services (02883) rose by 3.81%, with a latest price of 10.070 and a market cap of 48.05 billion, reflecting a year-to-date increase of 44.06% [2] - Yanchang Petroleum International (00346) saw a 3.75% increase, with a latest price of 0.415 and a market cap of 0.457 billion, showing a year-to-date increase of 13.70% [2] - China National Offshore Oil Corporation (00883) increased by 3.26%, with a latest price of 25.960 and a market cap of 1.23 trillion, resulting in a year-to-date increase of 21.88% [2] - China Petroleum & Chemical Corporation (00386) had a modest increase of 0.74%, with a latest price of 5.480 and a market cap of 662.67 billion, reflecting a year-to-date increase of 17.34% [2]