BICP&CC@EC2609A

Towngas Signs Memorandum of Cooperation with Sinopec and Xin Xing to Develop Clean Energy

Sinopec Supplies Over 800 Million Cubic Meters of Natural Gas to Northern Markets

Transformation of Petrochemical Industry to Optimization of Existing Capacity

Sinopec and China National Aviation Fuel Group Announce Reorganization, Accelerating Layout in Biofuel and Hydrogen

Sinopec Plans Acquisition of China National Aviation Fuel Group

Sinopec Capital Strategic Investment of 300 Million RMB in Faurecia Hydrogen

China Petrochemical Corporation's Shanghai Petrochemical Plans to Integrate Bailin New Materials

Chen Wei of Sinopec Suspected of Serious Disciplinary Violations and Under Investigation

Sinopec Capital Completes Investment in Beijing Shihua Digital Intelligence Technology Co., Ltd.

Sinopec Fushun Petrochemical's Affiliated Carbon Fiber Company Plans to Increase Capital by 600 Million Yuan

Sinopec Shanghai Petrochemical signs annual storage fee cap framework agreement

Binhai Investment Subsidiary Reaches Capital Increase Agreement with Sinopec Natural Gas

Sinopec Engineering Updates Shareholder Meeting Rules to Meet Regulatory Requirements

Sinopec Engineering to Acquire Huadong Pipeline Design Institute

Sinopec's Stable Growth Through Enhanced Refining Efficiency and Technological Innovation

Sinopec Updates and Approves Annual General Meeting Rules

China Petroleum & Chemical Corporation Repurchased 712,000 Shares

Sinopec Signs TPE Project Contract with Balin New Materials

Sinopec Shanghai Petrochemical signs R&D framework agreement with Sinopec

Sinopec Shanghai Petrochemical Subsidiary Signs New Crude Oil Storage Framework Agreement

UNI PRINTSHOP

WING CHI HLDGS

CINESE INTL

WAN KEI GROUP

CHINA WACAN

JH EDUCATION

DIGITAL DOMAIN

LOTUS HORIZON

VICO INTL HLDGS

K W NELSON GP

600688

Sinopec Shanghai Petrochemical Company Limited will hold an extraordinary general meeting on March 3, 2026, at the North Building of Jinshan Hotel, Shanghai. The agenda includes resolutions on major acquisitions, restructuring, asset transfers, and changes in the composition and powers of the board.

Reuters

Sinopec Shanghai Petrochemical gibt Termin für außerordentliche Hauptversammlung bekannt

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00386

China Gas and Sinopec Hong Kong, along with New Star Petroleum, signed a memorandum of cooperation to establish a strategic partnership, focusing on clean energy such as hydrogen energy, green methanol, and sustainable aviation fuel. The three parties will jointly promote hydrogen energy projects, build hydrogen refueling stations and related infrastructure, and prioritize the use of locally produced hydrogen to enhance market competitiveness. This cooperation aims to accelerate the application of hydrogen energy in Hong Kong and promote green transportation and hydrogen power generation at construction sites

Stheadline

HK & CHINA GAS

SINOPEC CORP

Gas partners with Sinopec to layout hydrogen energy and green fuels, prioritizing the use of "Made in Hong Kong" green hydrogen

600028

561760

561360

516570

00857

600938

601857

159731

159309

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

ZPEC

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

Yinhua CSI Oil & Gas Resources ETF

Sinopec Corp.

iShares US Oil & Gas Expl & Prod

Alerian MLP

Bosera CSI Oil & Gas Resources Index ETF

Us Natural Gas

CNOOC

Invesco Great Wall CNI Oil&Gas ETF

Guotai CSI Oil & Gas Industry ETF

E Fund CSI Petrochemical Industry ETF

SINOPEC SSC

SPDR O&G Ex & Prd

BP p.l.c. ADRhedged

PETROCHINA

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

ChinaAMC CSI Petrochemical Industry ETF

TotalEnergies SE

China Universal CSI Oil & Gas Resources ETF

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

AASTOCKS

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

Wallstreetcn

OMC stocks rose up to 5% as US-Iran tensions eased, boosting investor sentiment. Brent crude fell 4.8% to $66.02, while WTI crude dropped nearly 5% to $61.98. HPCL, BPCL, and IOC gained, while Oil India fell over 5% and ONGC rose nearly 3%. The easing geopolitical tensions led to profit-taking in the crude oil market, with analysts predicting a bearish trend. The Nifty Oil & Gas index was up more than 1% in morning trading.

Money Control

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

OMC stocks rise up to 5% as oil prices decline on cooling US-Iran tensions; Oil India, ONGC fall

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%

The Hong Kong stock market fell in the morning session, with the Hang Seng Index down 656 points or 2.4%, reporting at 26,730 points. The National Index fell 252 points or 2.7%, and the Hang Seng Tech Index dropped 210 points or 3.7%. The commodity market is volatile, with gold and silver prices continuing to decline, leading to a general drop in related stocks. Brent crude oil fell by more than 4%, with noticeable declines in PetroChina and CNOOC. Domestic property stocks and telecom stocks also experienced declines due to VAT adjustments, with the overall market turnover at HKD 178.124 billion

China Mobile

HSCEI ETF

China Southern CSI Communication Service ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Hang Seng Index

SPDR GOLD TRT

ChinaAMC CSI 5G Communication ETF

ZHONGJIN GOLD

CHINA UNICOM

CHK OIL

FL2CSOPGOLD

CNOOC F03 N3305

CHINA TELECOM

Guotai CSI All Share Communications Equipment ETF

Harvest CNI Communication ETF

CNOOC F12 N4205

ChinaAMC Gold ETF

CNOOC F13 N4305

SD-GOLD

China Unicom

CHINA MOBILE

"Hong Kong Stocks" Hang Seng Index drops 656 points in half a day, commodities, Chinese telecommunications, and automotive stocks under pressure

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KUNLUN ENERGY announced that Qian Zhijia has resigned from his positions as executive director and chief executive officer due to changes in work arrangements, effective January 30, 2026. At the same time, He Yongli has been appointed as executive director, chief executive officer, and authorized representative of the company under Listing Rule 3.05. He Yongli currently serves as the company's deputy general manager and safety director, as well as the general manager and safety director of the natural gas sales branch of China National Petroleum Corporation

KUNLUN ENERGY

Change of CEO at KUNLUN ENERGY

Entering January, the chemical market saw a strong rebound in pure benzene prices. Sinopec raised its listed price seven times between January 12 and 30, with a total increase of 850 yuan/ton, setting a recent high in both frequency and magnitude of price adjustments

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

SINOPEC N2911

SINOPEC N3101

Penghua CSI Subdivision Chemical Industry Theme ETF

Harvest CSI Chemicals Sub-industry ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

SINOPEC N4704

Leading companies in pure benzene have raised spot prices 7 times this month

Russian ESPO Blend oil discounts narrow as Chinese refiners rush to buy

marketscreener

Russian ESPO Blend oil discounts narrow as Chinese refiners rush to buy

The Hang Seng Index's intraday increase expanded to 2%, and the Hang Seng Technology Index rose by 1.4%. CNOOC and CHINAHONGQIAO both increased by over 5%, while SINOPEC CORP, CHINA TELECOM, and CHINA UNICOM rose by over 4%

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

CSOP HS TECH

Hang Seng TECH Index

GX HS TECH

CHINAHONGQIAO

CAM HS TECH

The Hang Seng Index's gain has expanded to over 400 points, reaching a four-and-a-half-year high, currently reported at 27,562 points, up 435 points or 1.6%. Major financial stocks performed strongly, with HSBC rising 2.5%, BOC HONG KONG up 1.6%, and STANCHART increasing by 2.2%. Chinese telecom stocks and the three major oil companies also rebounded with the market, rising between 3.9% and 4%. Local property stocks continue to be strong, with the private residential price index reaching a one-and-a-half-year high

E Fund CSI 300 Financials (ex Banks) ETF

Huaan CSI Banks ETF

BOC HONG KONG

China Merchants CSI BANK AH Price ETF

China Southern CSI Banks ETF

WP CSI Banks ETF

HSBC HOLDINGS

ChinaAMC CSI Banks ETF

Hwabao WP CSI Banks ETF

STANCHART

The Hang Seng Index's gains expanded to over 400 points, reaching a four-and-a-half-year high, led by weighted financials, the three major oil companies, local real estate, and Chinese telecom stocks, while gold mining stocks surged along with gold prices

Asia's gasoline refining profit margin has dropped below $6 per barrel, falling to $5.19 from $6.03 a day earlier due to high supply in the market. Pertamina, Indonesia's state energy firm, anticipates a 3.9% increase in 2026 sales of its 90-octane gasoline. Analysts note that refineries returning from maintenance have added to supply, while high inventories in the West persist. Additionally, PetroChina has halted purchases of Venezuelan crude following U.S. control over its oil exports. Oil prices rose slightly due to a winter storm affecting U.S. production, but supply from Kazakhstan limited gains.

Asia Naphtha/Gasoline-Gasoline margin plunges below $6/bbl

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

XIAOMI-W

ZEEKR Intelligent Tech

BYD COMPANY

Tesla

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

BICP&CC@EC2609A(29658.HK)

Sinopec Shanghai Petrochemical gibt Termin für außerordentliche Hauptversammlung bekannt

Gas partners with Sinopec to layout hydrogen energy and green fuels, prioritizing the use of "Made in Hong Kong" green hydrogen

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

Mainland China raises refined oil prices starting from early morning

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