CTCP&CC@EC2609A

PUXING ENERGY

STARCOIN GROUP

KNOWLEDGE ATLAS

EASY SMART GP

WORLD SUPER

XL2CSOPSMSN-U

PPS INT'L

LAP KEI ENGRG

CHINA FORTUNE

XL2CSOPSMSN

600028

601857

00386

00857

Reuters

Sinopec Corp.

PETROCHINA

SINOPEC CORP

PetroChina plugs Singapore plant's shortfall with crude from China storage, trackers say

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159731

561760

516570

563150

561360

HSBC Global Research report points out that PetroChina demonstrates resilience amid energy price fluctuations, with profits this year expected to be primarily driven by its oil business, forecasting an average price of USD 80 per barrel for Brent crude oil. The company's earnings and cash flow will strengthen, enhancing dividend resilience. Maintains a "Buy" rating and raises the target price to HKD 11.7

AASTOCKS

China Universal CSI Oil & Gas Resources ETF

ChinaAMC CSI Petrochemical Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

E Fund CSI Petrochemical Industry ETF

Yinhua CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

According to "The Big Banks," Huayan has slightly raised the target price for PetroChina to 11.7 yuan, expecting this year's growth to be driven by the oil business

03097

01033

CRAK

Brent crude oil prices fell by more than 4%, dropping below $100 per barrel for the first time, currently reported at $99.21. The market was volatile due to President Trump stating that the war in Iran may soon come to an end, with New York crude oil also down 3.96%. Trump is scheduled to give a speech on Wednesday evening to discuss the progress of the war in Iran. Among the three major oil companies in Hong Kong, CNOOC fell by 4.21%, PetroChina dropped by 1.4%, while Sinopec rose by 2.45%

SPDR O&G Ex & Prd

United States Oil Fund LP

VG Energy

Occidental Petroleum

BP p.l.c.

COSL

F SAMSUNG OIL

CNOOC

F GX OIL

E Fund CNI Oil&Gas ETF

VanEck Oil Services ETF

SINOPEC SSC

Us Brent Oil

VanEck Oil Refiners ETF

ZPEC

ISHRS S&P Glb Engy

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

CHINA OILFIELD

Pro Ultr Bloomberg Crude Oil

CHINA BLUECHEM

HSPC

SPDR O&G Equip

GLOBAL X MLP & Energy Infra

iShares US Oil Equip & Svcs

Brent crude oil futures fell over 4%, dropping below $100 per barrel

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Strong Petrochemical Updates on Resumption Efforts and Ongoing Reporting Delays

Tip Ranks

Hengyang Petro

STRONG PETRO

Strong Petrochemical Updates on Resumption Efforts and Ongoing Reporting Delays

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02568

China is set to extend its ban on refined fuel exports into April, with potential exemptions for small volumes to Southeast Asian countries. Discussions are ongoing for limited shipments of diesel, jet fuel, and petrol, possibly totaling 150,000 to 300,000 tonnes. Direct shipments will be managed by Chinese state oil firms. The ban, effective from March 12, excludes jet fuel for international flights. Countries like Bangladesh, Myanmar, and Sri Lanka may receive supplies as China aims to address regional energy shortages amid ongoing requests for fuel since the Iran war began.

Businesstimes News

CNOOC F13 N4305

CNOOC F03 N3305

CW Petroleum Corp

CNOOC F13 N2909

China set to extend fuel export ban with small exemptions: sources

SHEL.WI

SHEL

SHEH

Sinopec has raised its diesel price by 21 cents, following similar hikes by Shell and other fuel companies in Singapore. Diesel prices now range from $3.92 to $4.13 per litre, with Sinopec priced at $3.93. Despite diesel vehicles making up only 15.6% of the vehicle population, they account for 85% of goods vehicles, impacting logistics and potentially increasing costs for consumers. The issue is expected to be discussed in Parliament on April 7, amidst rising oil prices due to geopolitical tensions.

Asiaone

Shell PLC

Shell

Shell plc ADRhedged

Sinopec hikes diesel price by 21 cents amidst rising consumer concerns

000333

BYDDY

601398

BYDDF

01398

002594

China's Shanghai Composite rose 0.5% to 3,941 and the Shenzhen Component gained 0.4% to 13,769, buoyed by positive PMI data indicating economic resilience amid Middle East uncertainties. The composite PMI reached a three-month high of 50.5, with manufacturing at 50.4 and non-manufacturing at 50.1. Despite external risks, Chinese stocks have outperformed many global peers, with notable gains from PetroChina, ICBC, BYD, and Midea Group. However, both indices are still set for a monthly decline.

Trading Economics

Midea Group

BYD Company

ICBC

BYD Company Limited

BYD COMPANY

China Stocks Rise, Still Set for Monthly Loss

PetroChina Renews Financial Deal With Related Company

marketscreener

PetroChina Renews Financial Deal With Related Company

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600688

Sinopec has raised its domestic benzene price by 500 yuan/ton to 9,000 yuan/ton due to supply concerns linked to escalating tensions in the Middle East. This marks the third consecutive increase, totaling 1,000 yuan/ton in recent adjustments. The rise reflects strengthening fundamentals in China's market, with expectations of tighter supply and reduced domestic production. Spot prices have also increased, driven by firm buying interest from downstream producers. The outlook remains bullish amid ongoing geopolitical uncertainties and potential export restrictions from South Korea.

Guotai CSI Subdivision Chemical Industry Theme ETF

SHANGHAI PECHEM

SINOPEC N3005

Penghua CSI Subdivision Chemical Industry Theme ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

SINOPEC N3101

SINOPEC N4704

Sinopec Raises Benzene by 500 Yuan/Ton on Middle East Supply Concerns -- OPIS

PetroChina says Strait of Hormuz oil and gas supplies account for roughly 10% of its operations

PetroChina says Strait of Hormuz oil and gas supplies account for roughly 10% of its operations

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As of midday March 30, 2026, the three major Hong Kong stock market indices were collectively under pressure, with the Hang Seng Index falling 0.93% and the Hang Seng Tech Index down 1.70%. The Internet Content and Information sector and the Retailers sector generally weakened, led by blue-chip stocks such as Tencent Holdings and Alibaba. Despite rising market caution, POP MART rose against the trend by 2.01%, and resource-related stocks like C&C International Resources and Chalco Shandong performed strongly. Overall trading volume was concentrated in blue-chip stocks, and further attention needs to be paid to whether the trading volume can support a test of previous highs

- As of March 30, 2026, Hong Kong's three major stock indices are facing pressure, with the Hang Seng Index down 0.93% to 24,719.2 points.  
- Market sentiment is cautious, particularly in the internet content and retail sectors, with significant declines for major companies like Tencent and Alibaba.  
- Resource stocks have attracted investor interest, showing resilience amidst a broader market downturn, as seen in the performance of stocks like Jiexin International Resources and Pop Mart.

Market Heartbeat

POP MART

JIAXIN INTL RES

INSILICO

TENCENT

YOFC

MEITUAN

SMIC

XIAOMI-W

Tencent Holdings Limited

Hang Seng TECH Index

KraneShares 2x Long BABA Daily ETF

Hong Kong Stocks Midday Review: Hang Seng Index Down 0.93%, Tech Stocks Weak; POP MART Rises Against Trend by 2.01%

Matthew Michael, Director of Emerging Markets Debt and Commodities Investment at Schroders, stated that the blockade of the Strait of Hormuz and damage to oil facilities will keep oil and gas prices high, potentially triggering inflation. He pointed out that current oil prices are above $100, with the level of pain being only half of that during the peak in 2007, due to inflation and changes in purchasing power. He believes that global oil resources are still sufficient, but extraction costs and incentives are key issues

Exxon Mobil

Chevron

BP p.l.c. ADRhedged

Fullgoal S&P Oil & Gas Exploration & Production Select Industry ETF(QDII)

Invesco Great Wall CNI Oil&Gas ETF

BP PLC-Spons

First Trust Natural Gas ETF

GF Fund CNI Oil&Gas ETF

Global X MLP

First Trust North American Energy Infra Fd

iShares US Energy

Us Natural Gas

Alerian MLP

Tortoise N Americ Pipe

Range Global LNG Ecosystem ETF

Direxion Daily XOM Bull 2X Shares

Penghua CNI Oil&Gas ETF

ChinaAMC CNI Oil&Gas ETF

Pro Ultr Natural Gas

Schroders expects high oil and gas prices to last longer, which may lead to rising inflation

CATL

Financial Analysis

Conference Minutes

The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

JD-SW

Pros

JD-SWR

JD.com

LEAPMOTOR

NIO-SW

XPENG-W

LI AUTO-W

ZEEKR Intelligent Tech

Tesla

NIO Inc

NIO Inc. USD OV

XPeng

Li Auto

JD HK SDR 10to1

CATL HK SDR 30to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

CATL (Minutes): Demand is strong, profitability does not rely on price increases

CTCP&CC@EC2609A(27209.HK)

CTCP&CC@EC2609A Stock Performance Chart

PetroChina plugs Singapore plant's shortfall with crude from China storage, trackers say

According to "The Big Banks," Huayan has slightly raised the target price for PetroChina to 11.7 yuan, expecting this year's growth to be driven by the oil business

Brent crude oil futures fell over 4%, dropping below $100 per barrel

Strong Petrochemical Updates on Resumption Efforts and Ongoing Reporting Delays

China set to extend fuel export ban with small exemptions: sources