CICP&CC@EC2609A

HARBOUR DIGITAL

HUILI RES

51WORLD

GF HEALTHCARE

CONGYU INTE AGR

KWONG MAN KEE

160 HEALTH

DOUMOB

METASURFACE

PETRO-KING

159731

00883

002490

159309

561360

516570

00857

600028

601857

600938

561760

00386

The three major A-share indices opened slightly higher, with the Shanghai Composite Index at 4,123 points, the Shenzhen Component Index at 14,373 points, and the ChiNext Index at 3,281 points. The central parity rate of the RMB against the USD was reported at 6.8917, reaching a nearly three-year high. International oil prices continued to decline, and the three major oil companies opened lower. Shandong Molong fell by 7.8%. Tongwei Co., Ltd. plans to acquire 100% equity of Lihau Qingneng, and its shares opened 3.1% higher upon resumption. Changling Hydraulic received a tender offer to acquire 12% equity, and its shares opened 5.6% higher upon resumption

AASTOCKS

ChinaAMC CSI Petrochemical Industry ETF

CNOOC

Shandong Molong

Tongwei Co.,Ltd

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Changling Hydraulic

E Fund CSI Petrochemical Industry ETF

PETROCHINA

Sinopec Corp.

SHANDONG MOLONG

Bosera CSI Oil & Gas Resources Index ETF

SINOPEC CORP

The three major indices of the A-shares in Shanghai and Shenzhen opened slightly higher, the three oil giants have not stopped falling, and Shandong Molong dropped 7.8%

XOMX

CRAK

Southeast Asian refineries are reducing output due to constrained crude supply linked to the U.S.-Israeli war with Iran, which has halted shipments through the Strait of Hormuz. Malaysia's Prefchem has shut its 300,000 bpd crude unit and plans further shutdowns, while Singapore Refining Co has cut runs at its Jurong site to around 60%. ExxonMobil's Jurong refinery has also reduced operations to about 50%. The situation has led to delays in crude deliveries and force majeure declarations from several petrochemical firms in Asia.

- A growing number of Southeast Asian refineries, reliant on Middle East oil, have reduced output due to the U.S.-Israeli war affecting crude availability.  
- Malaysia’s Pengerang Refining Co has shut a 300,000-barrel-per-day unit, while Singapore Refining Co and ExxonMobil have also lowered refinery runs due to delivery delays.  
- The ongoing conflict has led to significant disruptions in crude shipments through the Strait of Hormuz, prompting several refineries to halt operations and declare force majeure amid tight feedstock supplies.

Reuters

Direxion Daily XOM Bull 2X Shares

Exxon Mobil

VanEck Oil Refiners ETF

REFILE-CORRECTED-Southeast Asian refineries curb output as war-tightened crude supply bites

The National Development and Reform Commission of China announced that starting from March 9 at 24:00, the retail prices of gasoline and diesel will be increased by 695 yuan and 670 yuan per ton, respectively, marking the largest single increase since March 2022 and the fourth consecutive increase this year. Companies such as PetroChina, Sinopec, and CNOOC will ensure the production and supply of refined oil, and relevant departments will strengthen market supervision to maintain the implementation of price policies

Tasty Money

The mainland will raise the price of refined oil starting at midnight, with gasoline increasing by 695 yuan per ton

603619

01033

00338

Deutsche Bank warns that the oil price trend bears "striking similarities" to the oil crises of the 1970s: both storms occurred 4-5 years after a surge in inflation, with the epicenter pointing to Iran. However, Deutsche Bank notes that current inflation expectations are stable and the economy is more resilient, making it unlikely to easily fall into the stagflation nightmare caused by the "wage-price spiral" of the 1970s

- Recent fluctuations in oil prices have drawn parallels to the stagflation era of the 1970s, according to Deutsche Bank's Jim Reid.  
- Reid indicates that while the current global energy market resembles the trajectory preceding the second oil crisis, economic structures have changed significantly, suggesting that a repeat of 1970s-style stagflation is unlikely.  
- He emphasizes that the historical cycles could depend on the duration of the current conflict, as market pricing does not completely reflect the risks of prolonged supply disruptions.

Wallstreetcn

ZPEC

Direxion Daily Energy Bull 2X

SINOPEC SSC

Chevron

VG Energy

VanEck Oil Services ETF

BP p.l.c. ADRhedged

ISHRS S&P Glb Engy

SHANGHAI PECHEM

Invesco Great Wall CNI Oil&Gas ETF

Pro Ultr Bloomberg Crude Oil

United States Oil Fund LP

Shell plc ADRhedged

Shell

iShares US Oil Equip & Svcs

Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?

300750

002015

03750

The three major A-share indices opened higher, with the Shanghai Composite Index at 4,098 points, the Shenzhen Component Index at 14,239 points, and the ChiNext Index at 3,281 points. The central parity rate of the RMB against the USD was reported at 6.8982, reaching a new high for 2023. CATL opened 4.9% higher and plans to distribute a cash dividend of 69.57 yuan. The three major oil companies opened lower due to a decline in international oil prices, with CNOOC dropping nearly 10%. Power and grid equipment stocks continued to rise, with GCLET opening 3.9% higher

CATL

GCLET

The three major A-share indices of Shanghai and Shenzhen opened higher, with the ChiNext rising 2.3%. The three oil giants quickly rebounded, and CATL rose nearly 5% after earnings

G7 finance ministers, led by Japanese Finance Minister Satsuki Katayama, are urging relevant departments to coordinate the release of emergency oil reserves in response to the impact of the Middle East situation on global trade and economic conditions. A joint statement from the G7 will outline specific measures, including the release of these reserves.

CoinLive

G7 finance ministers will push relevant departments to coordinate the release of emergency oil reserves.

563150

Chinese energy stocks surged as Middle East tensions drove crude oil prices to a near four-year high. China National Offshore Oil Corporation rose 7.1%, PetroChina increased by 5%, and Sinopec gained 1.7%. Since March, CNOOC's stock has climbed 21%, while PetroChina and Sinopec have risen 19% and 8%, respectively. Crude oil prices soared nearly 30% to around $120 per barrel, influenced by military actions in Iran and production cuts from UAE and Kuwait. Future price movements depend on the resumption of shipping through the Strait of Hormuz, with potential for significant global supply shortages if disruptions continue.

Yicai

Yinhua CSI Oil & Gas Resources ETF

Chinese Oil, Gas Stocks Surge as Middle East Crisis Drives Up Prices

China makes biggest retail fuel price cap increase in four years amid Iran war

marketscreener

China Universal CSI Energy ETF

ICBCCS CSI Guoxin Central-SOEs Modern Energy ETF

GF CSI All Share Energy ETF

Penghua CNI Oil&Gas ETF

China makes biggest retail fuel price cap increase in four years amid Iran war

FENY

AMLP

President Donald Trump dismissed concerns about soaring oil prices, saying it was only a short-term issue and a “small price to pay” for the destruction of Iran’s “nuclear threat.”

Fidelity MSCI Energy Index

Global X MLP

iShares US Oil & Gas Expl & Prod

SPDR Energy Select

Invesco Oil & Gas Services ETF

Us Brent Oil

GLOBAL X MLP & Energy Infra

Alerian MLP

SPDR O&G Equip

SPDR O&G Ex & Prd

Global oil prices soar to highest level since 2022 as Iran war continues to escalate

05423

02568

Asian energy stocks surged as oil prices soared past $100 a barrel amid escalating Middle East conflict, raising concerns over supply disruptions. Major companies like Cnooc, PetroChina, and Sinopec saw significant gains in both mainland and Hong Kong markets. Investors are reacting to potential lasting damage to energy infrastructure, particularly in the Strait of Hormuz, which is crucial for global oil transport. Analysts warn that prolonged conflict could severely impact global oil supply, affecting net oil-importing Asian economies.

MorningStar

SINOPEC N4704

CNOOC F03 N3305

CNOOC F13 N4305

SINOPEC N3005

SINOPEC N2911

CNOOC F13 N2909

Asian Energy Stocks Surge, Mirroring Oil Prices as Mideast Conflict Grows

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

XIAOMI-W

ZEEKR Intelligent Tech

BYD COMPANY

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

BYD Company Limited

BYD Company

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

CICP&CC@EC2609A(26989.HK)

The three major indices of the A-shares in Shanghai and Shenzhen opened slightly higher, the three oil giants have not stopped falling, and Shandong Molong dropped 7.8%

REFILE-CORRECTED-Southeast Asian refineries curb output as war-tightened crude supply bites

The mainland will raise the price of refined oil starting at midnight, with gasoline increasing by 695 yuan per ton

Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?

The three major A-share indices of Shanghai and Shenzhen opened higher, with the ChiNext rising 2.3%. The three oil giants quickly rebounded, and CATL rose nearly 5% after earnings