BK0557 Oil Reform Concept
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Also, I saw that the finance company “sold” Guangfa Bank shares. Minmetals Finance was directly discounted by 10% when listed for the second time, and Sinopec Finance still hasn't found a buyer
① Minmetals Finance's 604.113.15 million Guangfa Bank shares were re-listed and transferred. The reserve price was reduced to 564 million yuan, a 10% discount from the previous one. ② Sinopec Finance's public listing transfer of 367.21.52 million Guangfa Bank shares expired today, and no buyers have been found. ③ Regulations have forced finance companies to “sell off” financial institution shares, and central state-owned enterprises are all speeding up the sell-off of financial equity by removing non-main investments.
The “dragon characters” are now in a quagmire: false records that senior officials receive regulatory warning letters, financial reports are not standard, and poor internal control will “wear a hat with stars”
① Longyu Co., Ltd. announced that there are false records in the company's 2022 annual report and 2023 semi-annual report, which violates the “Administrative Measures on Information Disclosure of Listed Companies”. The company was ordered to make corrections, and a number of senior officials received a warning letter from the supervision. ② At the same time, the company was issued with the “2023 Audit Report”, which was unable to express an opinion, and the internal control audit report, which gave a negative opinion, and will be “covered with stars.”
Following Goldman Sachs, Morgan Stanley also raised the target prices of CNPC and CNOOC
Morgan Stanley raised CNPC's target price from 6.5 yuan to 7.3 yuan, and raised CNOOC's target price from HK$18.18 to HK$19.8.
At a time when Goldman Sachs is singing a lot of “three barrels of oil”: energy stocks are also leading the rise in the US stock market. What is the secret to the explosion?
① In recent days, a research report recommending buying CNPC and CNOOC to raise the target price of “three barrels of oil” attracted great attention from Chinese shareholders; ② In fact, the rise of energy stocks in the global market this year is nothing new.
Goldman Sachs recommended “three barrels of oil”. The research report confused shareholders, and they all mocked “I asked you how sad he was. Goldman Sachs bought CNPC”
Goldman Sachs gave the reason for the recommendation: strong dividend rates and potential share buybacks.
China Petroleum & Chemical Corporation Reports FY Results
Policy support continues, and the hydrogen energy industry is expected to enter a period of acceleration in volume
① Recently, progress has continued in the field of hydrogen energy. On March 20, CNPC's first large-scale renewable energy hydrogen production project was put into operation, producing 2,100 tons of hydrogen per year. ② According to data, in 2023, China's hydrogen energy vehicle production and sales volume was about 5,600 units and 5,800 units respectively, up about 55% and 72% year-on-year respectively. With various policy support, hydrogen energy vehicles will enter a period of acceleration.
“YYDS · Eternal God” has been interpreted into four major sectors. Which fund managers are heavily involved?
“YYDS” refers in turn to the four sectors of banks, operators, electricity, petroleum and coal.
[Looking at the data] Northbound Capital bucked the trend and reduced positions, Zhongji Xuchuang and China Petroleum Pioneer Securities won two quantitative seats to grab funds
① Both Zhongji Xuchuang and CNPC, which surged today, were net sold by northbound capital. ② Capital Securities was purchased by CITIC Shanghai Branch and CICC Shanghai Branch for a total purchase amount of nearly 100 million yuan.
Futu Morning Post | “Dream of interest rate cuts” shattered? The market is beginning to face the risk that the Fed will return to raising interest rates
Another 30% increase! Analysts predict that the S&P 500 index may reach 6,500 points in 2026; on the eve of the big earnings report, Nvidia once fell nearly 7% in the intraday market; it was just hit hard by Sora last week, and Adobe, the founder of PDF, introduced an AI-assisted reading function.
[Data review] Northbound Capital increased its holdings for three consecutive days, CNPC's new shares were sold by institutions by nearly 10% in circulation
① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, CNPC's net purchases ranked second. The stock received net purchases from northbound capital for 3 consecutive trading days. ② Angus, a new stock that fell to the bottom of the Science and Technology Innovation Board, was sold by five institutions for 110 million dollars. According to rough estimates, it accounts for close to 10% of the circulation market. ③ The number of short positions added to IM contracts is significantly greater than the number of long positions.
Futu Morning Post | Nvidia, AMD, Google and others hit new highs; Tesla fell by more than 12%, and bears made a profit of 3.4 billion US dollars during the year
The US GDP growth rate in the fourth quarter greatly exceeded expectations, and interest rate cuts were not falling but rising; Intel's performance guidelines for the first quarter fell far short of expectations; the poor data center business position was difficult to guarantee; it plummeted 10% after the market; Apple made historic concessions in the European Union! Fees have been reduced, downloads outside of app stores are allowed, and browsers and payment systems have all changed.
[Data review] Northbound increases, Yangtze Electric Power reduces inventories, CNPC surges, market agencies and tourism “go short”
① Northbound Capital's net purchase of Changjiang Electric Power exceeded 600 million and increased its position in the stock for 3 consecutive trading days; net sales of CNPC exceeded 400 million yuan. ② Although the index has soared in the past two days, institutional and first-tier investment activity is still low, and individual stocks related to local markets such as Shanghai, Chinese characters, and big finance have all been bought very rarely. ③ The number of long positions added to IH contracts is greater than the number of short positions.
Hydrogen energy company Zhejiang Blue Energy launched a listing to guide Gao Lin Venture Capital, Sinopec Capital, and Lightspeed Photosynthetic to take shares
① Judging from the shareholding structure, up to now, the number of shareholders in Zhejiang Blue Energy is 24. Apart from the announcement that Jia Jin holds 1.4856% of the shares and Liu Weiwei holds 0.7428% of the shares, the shareholders' holdings have not been disclosed to the outside world. ② Zhejiang Blue Energy's revenue increased from 213 million yuan in 2020 to 796 million yuan in 2022, an increase of 374% over three years.
ExxonMobil Reportedly Bids Iraq Farewell, PetroChina Takes the Lead in Mega Oilfield
Exxon Mobil Corp (NYSE:XOM) has reportedly exited the West Qurna 1 oilfield in southern Iraq and transferred its operations to PetroChina Co., Ltd.(OTC:PCCYF) as lead contractor. Yesterday, Senior Ir
Express News | China Petroleum & Chemical Co., Ltd. spent about HK$35.53 million to repurchase 9.214 million shares
Buybacks followed market bottoming out and saw another round of small peaks. Sinopec and BYD each had new initiatives
On the afternoon of December 6, a number of listed companies recently announced their holdings increases and repurchases, and proposed the latest plans. Among these, there are both central enterprise Sinopec and leading enterprise BYD. According to incomplete statistics from a financial news agency reporter, up to now, the increase in A-share holdings and repurchases since August this year have peaked slightly at least 6 times, with an overall amount exceeding 210 billion yuan.
Sinopec reduced the listing price of benzene by 200 yuan/ton
According to market sources, China's state-owned petrochemical giant Sinopec and China Petroleum & Chemical Corporation (PetroChina) have increased their polyethylene (PE) and polypropylene (PP) inventories year-on-year last week. As of December 1, their inventory reached 645,000 tons, up 6.6% from November 24. Inventory increased 2.4% compared to the same period in 2022. Weak demand dampened market sentiment, leading to higher inventories. A Sinopec (Sinopec) company source said on December 1 that the company has lowered the domestic listing price of benzene by 200 yuan/ton. thereof
The amount of dividends paid by US stocks in 2023 is expected to reach a record high
98% of US companies maintained or increased their dividend levels in the third quarter, and the total dividend of US stocks in 2023 is expected to reach a record high.
Following CNPC, Sinopec and Qatar signed a 27-year LNG purchase order of 3 million tons per year
① On Saturday, Sinopec and Qatar Energy signed a 27-year long-term LNG purchase and sale agreement of 3 million tons per year; ② Sinopec will also subscribe for 1.875% of Qatar's NFS project; ③ CNPC also signed a long LNG purchase order with Qatar for 4 million tons per year in June.