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石油ETF富国(159148)开盘跌0.19%,重仓股中国石油涨0.45%,中国海油涨0.21%
Xin Lang Cai Jing· 2026-02-25 01:48
来源:新浪基金∞工作室 2月25日,石油ETF富国(159148)开盘跌0.19%,报1.061元。石油ETF富国(159148)重仓股方面,中 国石油开盘涨0.45%,中国海油涨0.21%,中国石化跌0.15%,杰瑞股份涨0.00%,广汇能源涨0.35%,招 商轮船涨4.33%,中远海能涨4.40%,九丰能源涨0.00%,新奥股份涨0.00%,海油工程跌2.28%。 石油ETF富国(159148)业绩比较基准为国证石油天然气指数收益率,管理人为富国基金管理有限公 司,基金经理为葛俊阳,成立(2026-02-03)以来回报为5.65%。 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。 ...
杰瑞股份:截至2月13日公司股东总户数40060户
Zheng Quan Ri Bao· 2026-02-24 12:08
(文章来源:证券日报) 证券日报网讯 2月24日,杰瑞股份在互动平台回答投资者提问时表示,截至2月13日,公司股东总户数 40060户,机构5541户。 ...
中东局势叠加减产支撑,国际油价春节期间持续走强,石油开采服务板块涨超10%资金抢跑布局
Xin Lang Cai Jing· 2026-02-24 11:05
(来源:淘金ETF) 1. 通源石油 300164 公司是国内油气射孔与压裂技术领域的优质企业,主营油气田增产技术服务、钻井、完井、测井等一体 化油服业务,尤其在非常规油气开发环节具备突出技术实力。公司产品与服务覆盖国内主要油气产区, 并深度布局北美市场,与国际大型油企保持长期合作关系,射孔技术指标和作业效率在行业内具备较强 竞争力。随着国际油价持续走高,国内外油企勘探开发与增产投入明显加大,直接带动公司订单量、作 业量和毛利率同步改善。在页岩气、致密油等非常规资源开发提速的背景下,公司凭借成熟的技术方案 和稳定的服务能力,充分受益于行业高景气周期。同时,公司持续推进智能化、数字化作业升级,进一 步提升施工效率与成本控制能力,为业绩持续释放提供支撑,在本轮油服行情中具备较强的业绩弹性和 成长确定性。 2. 潜能恒信 300191 北京 公司专注于油气勘探开发技术服务,主营地震数据处理、解释、油气资源评价以及区块合作开发,是国 内领先的油气勘探技术服务商。公司拥有自主研发的高精度勘探解释系统,在复杂地质条件下的油气资 源识别与储量评估方面优势明显,核心技术壁垒较高。公司采用"技术换权益"的创新合作模式,参与国 ...
石油ETF鹏华(159697)涨近6%,盘中净申购2200万份
Sou Hu Cai Jing· 2026-02-24 05:34
石油板块集体爆发,消息面上,美伊局势持续升级,石油价格走高,VLCC运价春节假期大幅攀升。 中邮证券指出,假期美伊局势不明朗,原油获得地缘溢价。PX、PTA供需今年边际好转预期。PX(中 国主港)-石脑油(日本)的价差经过调整后开始稳定在300美元/吨附近,价差节后可能再度走强。 截至2026年2月24日 13:17,国证石油天然气指数(399439)强势上涨5.83%,成分股潜能恒信上涨 16.23%,中油工程上涨10.13%,蓝焰控股上涨10.04%,中曼石油,中海油服等个股跟涨。石油ETF鹏 华(159697)上涨5.97%,最新价报1.42元。 数据显示,截至2026年1月30日,国证石油天然气指数(399439)前十大权重股分别为中国石油、中国海 油、中国石化、杰瑞股份、广汇能源、招商轮船、中远海能、洲际油气、九丰能源、新奥股份,前十大 权重股合计占比66.76%。 石油ETF鹏华(159697),场外联接(A:019827;C:019828;I:022861)。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 石油ETF鹏华紧密跟踪国证石油天然气指数,国证石油天然气指数反映 ...
中证500成长ETF银华(562340)涨1.73%,半日成交额45.79万元
Xin Lang Cai Jing· 2026-02-24 03:42
来源:新浪基金∞工作室 中证500成长ETF银华(562340)业绩比较基准为中证500质量成长指数收益率×100%,管理人为银华基 金管理股份有限公司,基金经理为张亦驰,成立(2024-04-25)以来回报为39.20%,近一个月回报为 3.00%。 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。 2月24日,截止午间收盘,中证500成长ETF银华(562340)涨1.73%,报1.415元,成交额45.79万元。中 证500成长ETF银华(562340)重仓股方面,巨人网络截止午盘跌4.69%,西部矿业涨2.60%,天山铝业 涨1.05%,厦门钨业涨0.82%,通富微电涨2.12%,宏发股份涨2.38%,杰瑞股份涨5.15%,睿创微纳涨 0.17%,豪迈科技涨0.16%,金诚信涨2.94%。 ...
油气ETF汇添富(159309)涨7.21%,半日成交额7925.84万元
Xin Lang Cai Jing· 2026-02-24 03:42
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%。 ...
能源ETF广发(159945)开盘涨1.15%,重仓股中国神华涨0.68%,中国石油涨3.42%
Xin Lang Cai Jing· 2026-02-24 01:39
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]
杰瑞股份公布国际专利申请:“数据采集方法、装置、系统、可读存储介质和程序产品”
Sou Hu Cai Jing· 2026-02-21 00:18
今年以来杰瑞股份已公布的国际专利申请2个,与去年同期持平。结合公司2025年中报财务数据,2025 上半年公司在研发方面投入了2.44亿元,同比增20.01%。 数据来源:企查查 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,根据企查查数据显示杰瑞股份(002353)公布了一项国际专利申请,专利名为"数据采 集方法、装置、系统、可读存储介质和程序产品",专利申请号为PCT/CN2025/114002,国际公布日为 2026年2月19日。 专利详情如下: 图片来源:世界知识产权组织(WIPO) ...
订单与股价齐飞!AI引爆需求,这个传统板块成了“香馍馍”
券商中国· 2026-02-15 08:18
Core Viewpoint - The gas turbine industry is experiencing significant growth driven by the increasing power demand from AI applications, particularly in the North American market [2][6]. Group 1: Market Demand and Growth - The global demand for gas turbines is expected to rise, with a forecasted additional requirement of 31GW of power for AI data centers in the U.S. over the next five years [6]. - The electricity consumption of global data centers is projected to increase from 415TWh in 2024 to 945TWh by 2030, with the U.S. accounting for 45% of this demand [6]. - The North American market is focusing on traditional power generation equipment such as gas turbines, gas internal combustion engines, and diesel generators to meet the surging electricity needs [2]. Group 2: Company Performance - Companies like Jerry Holdings and Yingliu Technology have seen their stock prices soar, with Jerry Holdings' stock increasing by 96% in 2025 and an additional 38.94% in the first two months of this year [5]. - Yingliu Technology's stock has risen over 50% this year, while Dongfang Electric's stock has increased by more than 30% [5]. - Jerry Holdings has secured four contracts in North America since November 2025, with a total contract value of approximately 34 billion yuan [5]. Group 3: Advantages of Gas Turbines - Gas turbines are favored for their quick startup, easy deployment, stable power generation, energy efficiency, low maintenance, and cost-effectiveness, making them an optimal choice for AI data center power supply [7]. - The efficiency of gas turbine combined cycles can exceed 60%, and they have the lowest cost per kilowatt-hour [7]. Group 4: Future Projections - The global gas turbine sales are expected to increase, with the number of MW orders projected to rise from 58GW in 2024 to 71GW in 2025, and the number of units ordered expected to grow from 471 to 964 [8]. - Major manufacturers like GE, Siemens, and Mitsubishi Heavy Industries have their order deliveries scheduled until 2029, indicating strong future demand [7].
杰瑞股份股价回调:技术面超买与估值压力成主因
Jing Ji Guan Cha Wang· 2026-02-14 08:39
Group 1 - The stock price of Jerry Holdings (002353.SZ) has recently experienced a pullback due to several objective factors, including technical and funding aspects [1] - From February 9 to February 13, the stock price increased by 15.18%, reaching a peak of 104.79 yuan on February 12, but faced selling pressure as it approached the upper Bollinger Band [1] - On February 13, the stock closed at 98.41 yuan, down 5.36%, indicating a technical adjustment as it returned to the 5-day moving average [1] Group 2 - On February 13, the net outflow of main funds was 8.8747 million yuan, while retail investors saw a net inflow of 1.5286 million yuan, suggesting institutional investors were reducing positions at high prices [2] - Despite a significant overall increase in the past five days, the single-day fund outflow reflects market divergence [2] Group 3 - As of February 13, Jerry Holdings had a price-to-earnings ratio (TTM) of 35.52 times and a price-to-book ratio of 4.55 times, both at relatively high levels compared to the past three years [3] - The company recently secured a North American data center order worth 1.265 billion yuan, but there are concerns about the matching of valuation and earnings growth, especially given the long delivery cycle of overseas orders [3] Group 4 - On February 13, the specialized equipment sector, to which Jerry Holdings belongs, fell by 0.82%, while the machinery equipment sector declined by 0.96%, and the Shanghai Composite Index dropped by 1.26% [4] - The overall sector adjustment has negatively impacted individual stocks, particularly those that have seen significant gains recently [4] - The pullback is attributed to technical overbought conditions, short-term fund outflows, and valuation pressures, but the company's fundamentals remain strong with a 29.49% year-on-year revenue growth in the first three quarters of 2025 [4]