GJPETCH@EC2602A

CEO of China National Petroleum Corporation Meets with Canadian Prime Minister to Discuss Enhancing Energy Cooperation

China National Petroleum Corporation to Complete Phase II Ethylene Project and Promote Domestic Oil and Gas Exploration in 2026

Vitol and Trafigura Negotiate Venezuelan Crude Sales to India and China

Several Brokers Update Ratings and Target Prices

Daqing Oilfield Sees Record High in Natural Gas Output and Renewable Energy Generation

US Military Action After China Assesses Loan Exposure to Venezuela

China National Petroleum Corporation North China Oilfield New Energy Co., Ltd. Established

Changqing Oilfield Reaches 51.42 Billion Cubic Meters of Natural Gas Production in 2025

Southwest China Petroleum Company Achieves a Record 50 Billion Cubic Meters of Annual Natural Gas Production

The Establishment of CNPC North China Oilfield Exploration and Development Co., Ltd.

Xian Wang Investment Increases Holdings of PetroChina by 11.9 million H Shares

China National Petroleum Corporation Buys Additional Shares of China Petroleum

Sinopec New Oil New Energy Co., Ltd. Officially Established with Registered Capital of 3 Million RMB

Talimu Oilfield Achieves New High in Photovoltaic Power Generation, Exceeding 2 Billion KWh

China Allocates 2026 Crude Oil Export Quotas

National Innovation Center for Oil and Gas Geophysical Exploration Unveiled and Construction Promotion Meeting Held

China National Petroleum signs 2026 financial business forecast agreement with Zhongyou Finance

Fumu Oilfield Sets New Record in Annual Oil and Gas Production

China National Petroleum Continues to Renew Derivatives Framework Agreement for 2026

Former Secretary of China National Petroleum Corporation's Oilfield Service Company Under Investigation

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

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159998

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Hong Kong shares fell 1.1% after the Lunar New Year break, with technology stocks leading the decline amid geopolitical tensions between the U.S. and China. The Hang Seng Index closed at 26,413.35, while the Hang Seng China Enterprises Index dropped 1.22% to 8,959.56. PetroChina was the top gainer, up 3.7%, while JD Health International Inc was the biggest loser, down 6.27%. Humanoid robot-related stocks saw gains, with Knowledge Atlas Technology soaring 42.72%.

- Hong Kong shares declined on Friday after the Lunar New Year break, influenced by a drop in technology stocks amidst U.S.-China tensions.  
- The Hang Seng Index fell 1.1% to 26,413.35, with PetroChina as the top gainer, up 3.7%, while JD Health International was the biggest loser at a 6.27% drop.  
- Humanoid robot-related stocks rose, showcasing China's industrial ambitions, highlighted by a 42.72% increase in Knowledge Atlas Technology.

Reuters

Guotai CSI Computer Theme ETF

PETROCHINA

Tianhong CSI Computer Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SINOPEC CORP

JD HEALTH

ChinaAMC Guozheng Semiconductor Chip ETF

Sinopec Corp.

China Southern CSI Semiconductor Industry Custom ETF

Hong Kong shares fall after Lunar New Year break, tech drops

00883

01033

02883

03983

Hong Kong Stocks End Lower on US-Iran Tensions; PetroChina, CNOOC Rise on Oil Gains

marketscreener

CNOOC

SINOPEC SSC

CHINA OILFIELD

CHINA BLUECHEM

Hong Kong Stocks End Lower on US-Iran Tensions; PetroChina, CNOOC Rise on Oil Gains

02432

On the first trading day of the Year of the Horse, Hong Kong stocks fluctuated lower, with the Hang Seng Index closing down 1.10% and the Hang Seng Tech Index down 2.91%. AI applications, robotics, and oil stocks rose against the trend, with Zhizhu rising over 42%, DOBOT rising over 21%, and PETROCHINA rising over 3%

Wallstreetcn

DOBOT

Hong Kong stocks closed: AI applications, robotics stocks, and others rose, with Zhipu surging over 42%

159309

561760

After the Spring Festival holiday, the Hong Kong stock market reopened, with the Hang Seng Index opening down 48 points, and falling 161 points or 0.6% to 26,544 points at midday. Oil stocks PetroChina and CNOOC rose against the trend, increasing by 4.6% and 3.3%, respectively. Robotics and AI model stocks performed strongly, with Yujiang and Suoteng Juchuang rising by 19.2% and 9.4%, respectively. Other technology stocks generally declined, with Alibaba and Baidu experiencing significant drops. The market is focused on whether Trump will take military action against Iran and the Supreme Court's ruling on the tariff case

AASTOCKS

China Universal CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

"Hong Kong Stocks" The Hang Seng Index fell 161 points in the first half of the trading day during the Year of the Horse, while robot and AI model stocks surged. PetroChina and CNOOC reached new highs against the market trend

603619

600938

561360

159731

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The Ministry of Finance and two other departments have issued import tax preferential policies for the exploration, development, and utilization of energy resources during the "14th Five-Year Plan" period. The policy stipulates that for self-operated projects for oil and gas exploration and development in China's oceans, as well as emergency rescue projects for offshore oil and gas pipelines, import duties will be exempted for equipment, instruments, spare parts, and specialized tools that cannot be produced domestically or whose performance does not meet the requirements

ZPEC

Guotai CSI Oil & Gas Industry ETF

ChinaAMC CSI Petrochemical Industry ETF

Yinhua CSI Oil & Gas Resources ETF

E Fund CSI Petrochemical Industry ETF

Three departments issued import tax incentive policies for energy resource exploration, development, and utilization during the 14th Five-Year Plan period

00907

Elegance Optical International Holdings Ltd. announced that its subsidiary has been selected for PetroChina's supplier database. This development aims to inform shareholders and potential investors about the company's progress in securing business opportunities.

ELEGANCEOPTICAL

Elegance Optical Subsidiary Selected for PetroChina Supplier Database

Tong Fucai, former deputy secretary of the Party Committee and general manager of China Petroleum Jiangsu Sales Company, is under disciplinary review and supervision investigation by the Central Commission for Discipline Inspection and the National Supervisory Commission, as well as the Jiangsu Provincial Commission for Discipline Inspection and Supervisory Commission, for suspected serious violations of discipline and law

Tong Fu Cai, former deputy secretary of the Party Committee and general manager of China Petroleum Jiangsu Sales Company, is under disciplinary review and supervision investigation

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HWORLD-S(01179) rose 4.31%, with a trading turnover 127.0 Million HKD, and a year-to-date rose 8.8%. LI AUTO-W(02015) rose 3.61%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 10.6%. AIA(01299) fell 5.54%, with a trading turnover 4.8 Billion HKD, and a year-to-date rose 4.5%. MINIMAX-WP(00100) fell 5.14%, with a trading turnover 398.3 Million HKD, and a year-to-date rose 179.4%.

- The Hang Seng Index fell 1.21% but has accumulated a 3.6% increase this year.  
- The Hang Seng Tech Index decreased by 1.11%, totaling a 3.1% decline year-to-date.  
- Key stocks include Huazhu Group, which rose 4.31%, and AIA, which dropped 5.54%, with MINIMAX-WP experiencing a significant decrease of 5.14%.

Top Gainers & Losers

HWORLD-S

LI AUTO-W

GANFENGLITHIUM

CEB BANK

MINIMAX-WP

FUYAO GLASS

Top 5 HK Stock Gainers/Losers (>100B) (2.6)

CRAK

A weaker crude price environment has ramped up the pressure on Big Oil’s commitment to allocating cash to shareholders.

VanEck Oil Refiners ETF

Us 12 Mth Natural Gas

SPDR O&G Equip

BP p.l.c.

Exxon Mobil

ISHRS S&P Glb Engy

Global X MLP

iShares US Oil Equip & Svcs

VG Energy

Range Global LNG Ecosystem ETF

iShares US Oil & Gas Expl & Prod

Alerian MLP

Us Natural Gas

Invesco Great Wall CNI Oil&Gas ETF

SPDR O&G Ex & Prd

BP p.l.c. ADRhedged

SPDR Energy Select

VanEck Oil Services ETF

GLOBAL X MLP & Energy Infra

Shell plc ADRhedged

SolaX Power

First Trust North American Energy Infra Fd

Shell

Tortoise N Americ Pipe

United States Oil Fund LP

BP PLC-Spons

Alerian Energy Infrastructure ETF

Chevron

TotalEnergies SE

Oil giants brace for a bruising earnings season — with shareholder returns at risk

The National Development and Reform Commission announced that starting from 12:00 on February 4, the prices of gasoline and diesel in the mainland will increase by 205 yuan and 195 yuan per ton, respectively. The average price per liter of National 92 gasoline, 95 gasoline, and 0 diesel will be raised by 0.16 yuan, 0.17 yuan, and 0.17 yuan, respectively. Companies such as PetroChina, Sinopec, and CNOOC must ensure stable production and supply of refined oil, and relevant departments will strengthen market supervision to maintain normal market order

GF CSI All Share Materials ETF

Mainland China raises refined oil prices starting from early morning

According to a report by ZhuoChuang Information, as of the close on February 2, the reference crude oil change rate for the 10th working day in the domestic market was 4.71%. The retail ceiling prices for gasoline and diesel were raised by 205 yuan and 195 yuan per ton, respectively, with the prices for 92# gasoline, 95# gasoline, and 0# diesel increasing by 0.16 yuan, 0.17 yuan, and 0.17 yuan, respectively. The price adjustment window is set for 24:00 on February 3, and this adjustment will mark the first "double increase" since 2026

U.S. President Trump stated that negotiations between Iran and the United States have made progress, leading to a reduction in investor concerns about the situation in the Middle East, resulting in a drop in international oil prices. In April, Brent crude oil fell by 5.22% to $65.7, while March New York crude oil dropped by 5.38% to $61.68. CNOOC's stock price fell by 5.58% to 23.02 yuan, PetroChina dropped by 4.85% to 8.83 yuan, and Sinopec fell by 3.16% to 5.21 yuan

The relationship between the U.S. and Iran has eased, and international oil prices have fallen by 5%. CNOOC has dropped by over 5%

Fearing Western sanctions, China's oil giants suspend seaborne Russian oil purchases

S&P 500

PetroCN HK SDR 1to2

Oil control

GJPETCH@EC2602A(22376.HK)

Hong Kong shares fall after Lunar New Year break, tech drops

Hong Kong Stocks End Lower on US-Iran Tensions; PetroChina, CNOOC Rise on Oil Gains

Hong Kong stocks closed: AI applications, robotics stocks, and others rose, with Zhipu surging over 42%

"Hong Kong Stocks" The Hang Seng Index fell 161 points in the first half of the trading day during the Year of the Horse, while robot and AI model stocks surged. PetroChina and CNOOC reached new highs against the market trend

Three departments issued import tax incentive policies for energy resource exploration, development, and utilization during the 14th Five-Year Plan period