CNI Oil&Gas

Jilin Governor Hu Yuting Meets CNPC Chairman Dai Houliang to Discuss Deepening Cooperation in Green Energy and Other Fields

COSCO SHIPPING Energy Transporting to Lease 4 VLCCs for 60-63 Months with Rental of approx. 2.7 Billion RMB

Sinopec Launches Domestic 'Aipao 103' Racing Fuel Filling High-Performance Gap

CNOOC Hainan Branch Builds Largest Offshore Gas Field, Annual Oil & Gas Output Exceeds 10 Million Tonnes

COSCO Shipping Two Vessels Successfully Pass Through Strait of Hormuz

Sinopec Achieves Major Breakthrough in Shale Gas Exploration in Sichuan Basin

New Sky Green Energy Announces April 2026 Power Generation and Transmission/Sales Volume Data

Kunlun Tongzhou Bay Strategic New-Economy Equity Investment Fund Established, with a Capital of 1 Billion Yuan

CNOOC Boosts Offshore Output and Reopens Huizhou Steam Cracking Unit

Kunlun GONGRONG Dianhang Strategic New Fund Partnership Established

BOCI Raises PetroChina Target Price to HKD12.85 and Maintains Buy Rating

BOC International Raises Profit Forecast for CNOOC 2026-2028

HSBC Research Maintains Buy Rating and Upgrades Target Price for PetroChina H Shares

BOC International Upgrades Sinopec Stock Target Price and Adjusts Brent Oil Forecast

China Everbright Securities Publishes Report Analyzing PetroChina's Q1 2026 Earnings at New High

China Authorizes State-owned Refiners to Export 5 Million Tons of Fuel to Alleviate Supply Issues

CLSA Reports: PetroChina's First Quarter Performance Robust, Stronger Q2 Growth Expected

JPMorgan Upgrades CNOOC EPS Forecast and Maintains Rating

CLP and CNOOC Sign Memorandum to Deepen Energy Cooperation

399439

159181

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S&P conducted a scenario analysis on non-financial companies in the Asia-Pacific region and found that if oil and gas supply is disrupted, credit quality may deteriorate. Assuming oil prices are $85 per barrel in the case of a swift resolution to the conflict, the proportion of affected companies is 9%; if the conflict prolongs, oil prices rise to $130, and the affected proportion increases to 15%. About 80% of companies are investment grade and have good financial flexibility, but if the disruption exceeds expectations, credit quality will be impacted more severely

AASTOCKS

Occidental Petroleum

Us Brent Oil

VanEck Oil Services ETF

E Fund CNI Oil&Gas ETF

VG Energy

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

ISHRS S&P Glb Engy

Pro Ultr Bloomberg Crude Oil

VanEck Oil Refiners ETF

SPDR O&G Ex & Prd

SPDR Energy Select

SPDR O&G Equip

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

iShares US Oil & Gas Expl & Prod

iShares US Oil Equip & Svcs

Yinhua CSI Oil & Gas Resources ETF

United States Oil Fund LP

S&P Global

S&P assesses the impact of oil and gas supply risks on non-financial companies in the Asia-Pacific region, finding that 15% may experience a deterioration in credit quality under worst-case scenarios

159017

In a complex macro environment, the oil and gas sector has become the focus of market attention. ICBC Credit Suisse announced that the ICBCCS CNI Oil&Gas ETF (159017) will be launched from April 7 to April 17, 2026. Analysts point out that the upward movement of oil price centers, national energy security strategies, and the HALO asset attributes of oil and gas resources support the rise of this sector. Oil prices are influenced by commodity attributes, financial attributes, and geopolitical factors, and there is still an upward risk for current oil prices. Policy levels emphasize the guarantee of core demand for oil and gas, ensuring stable production of crude oil and natural gas. The oil ETF will track the CNI Oil&Gas Index, covering the relevant industrial chain

腾讯新闻 - 财经

ICBCCS CNI Oil&Gas ETF

The oil price center continues to rise, focusing on the core industrial chain of oil and gas, the ICBCCS CNI Oil&Gas ETF (159017) officially launched today

159588

159018

159133

159197

159697

CNI Oil & Gas, CSI Petrochemical Industry, and CSI Chemicals Sub-industry indices each have different focuses. CNI Oil & Gas concentrates on the oil and gas sector, with a high concentration of constituent stocks, making it suitable for investors optimistic about rising oil prices; the Petrochemical Industry covers both oil and gas and chemicals, with a more balanced distribution of constituent stocks; the Chemicals Sub-industry focuses on chemical products, with a low concentration of constituent stocks. Investors can choose the corresponding index based on their needs, and the management fee for related ETFs is 0.15% per year, offering a cost advantage

Invesco Great Wall CNI Oil&Gas ETF

GF Fund CNI Oil&Gas ETF

Tianhong CSI Chemicals Sub-industry ETF

细分化工

Guotai CSI Oil & Gas Industry ETF

China Merchants CNI Oil&Gas ETF

Fullgoal CSI Subdivision Chemical Industry Theme ETF

Penghua CNI Oil&Gas ETF

ChinaAMC CSI Petrochemical Industry ETF

E Fund CSI Petrochemical Industry ETF

What are the differences between CNI Oil & Gas, Petrochemical Industry, and Subdivision Chemicals indices?

Against the backdrop of adjustments in the global energy landscape and the advancement of energy security strategies, the China Merchants CNI Oil&Gas ETF (159197) was officially listed on April 2, 2026, tracking the CNI Oil&Gas Index and covering the entire oil and gas industry chain. Currently, the global geopolitical uncertainty is intensifying, making energy security a core national strategy. According to statistics, capital expenditures of major oil and gas companies in China are expected to continue to grow in 2025, driving demand for oil service equipment. The CNI Oil&Gas Index has accumulated a growth rate of 103.60% over the past five years, outperforming similar indices

Core physical assets welcome value reassessment, Oil ETF China Merchants (159197) listed today

561760

The investment logic of the energy cycle continues to strengthen, and the Oil ETF ICBC (159017) will officially launch on April 7. Due to the uncertainty in the Middle East situation raising global oil and gas supply concerns, the oil and gas sector has become the focus of market attention. Analysis indicates that the upward trend in oil price centers, the long-term national energy security strategy, and the HALO asset attributes of oil and gas resources support the rise of this sector. On the policy level, China emphasizes energy security, ensuring that annual crude oil production remains stable at around 200 million tons. The Oil ETF closely tracks the CNI Oil & Gas Index, attracting various funds to increase investment

Bosera CSI Oil & Gas Resources Index ETF

The investment logic of the energy cycle continues to strengthen, and the oil ETF ICBC will officially launch on April 7th

159199

The UAE Ministry of Foreign Affairs condemned the attacks on the Habshan gas facilities and the Bab oil field, stating that they have successfully intercepted the attacks without causing any casualties. CITIC Securities pointed out that changes in the capacity of the Strait of Hormuz may affect the supply chain, and the demand for restocking could become a catalyst for the upward cycle. The CNI Oil&Gas Index rose by 1.79%, and the Penghua Oil ETF increased by 1.67%

Ping An CNI Oil&Gas ETF

Penghua CNI Oil&Gas ETF rose over 1.6%, and replenishment demand may further catalyze the cyclical uptrend

On March 19th, international oil prices rose, with Brent crude oil futures increasing by over 4%. The CNI Oil & Gas Index rose by 0.5%, with constituent stocks such as TRE and SGC seeing increases of over 5%. CITIC Construction Investment Securities pointed out that crude oil, as a strategic asset, performs better than financial assets in a stagflation environment, with the investment logic being the resonance of restrained capital expenditure and high oil prices. The CNI Oil & Gas Index covers 50 related stocks, and the E Fund Oil ETF (159181) has a management fee rate of only 0.15%, making it suitable for low-cost investment in the energy sector

BP p.l.c.

HSPC

Oil prices surge, the market focuses on energy security, and pays attention to the investment value of the oil ETF E Fund (159181)

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On March 18th local time, the facilities of the South Pars gas field in Iran were attacked, causing a fire and leading to a rise in oil prices, with Brent crude oil futures increasing by 4%, currently reported at $107.1 per barrel. Concerns have been raised regarding Iran's electricity supply issues. The CNI Oil & Gas Index components showed mixed performance, with CMES leading the gains at 9.28%. The latest quote for the oil ETF Penghua is 1.5 yuan, with an intraday turnover of 6.49%, and a transaction volume of 294 million yuan, with an average daily transaction of 784 million yuan over the past month

CMES

Natural gas and oilfield equipment were attacked, geopolitical risks remain, and the oil ETF Penghua is receiving significant attention

E Fund CNI Oil&Gas ETF (Fund Code: 159181) will be listed on the Shenzhen Stock Exchange on March 19, 2026. This fund closely tracks the CNI Oil&Gas Index, covering the entire oil and gas industry chain, and offers high dividends and flexibility. Geopolitical conflicts have led to constraints in the crude oil supply chain, which may drive up oil prices, allowing investors to position themselves for energy security and high dividend returns

E Fund CNI Oil&Gas ETF will be listed tomorrow, the supply and demand pattern of the oil industry is being reshaped, and the layout opportunities are attracting attention

U.S. President Trump stated that the strike on Iran's Khark Island has "completely destroyed" most of the area, and further strikes may continue. China International Capital Corporation (CICC) pointed out that the loading volume of Saudi Arabia's East-West pipeline has risen to 2.9 million barrels per day, and the alternative export capacity at Yanbu port in the Red Sea has increased, with route risk premiums supporting high VLCC freight rates. The CNI Oil & Gas Index rose by 1.12%, and the Penghua Oil ETF increased by 1.11%

The oil ETF Penghua rose over 1.1%, as the U.S. crackdown on Hark Island may lead to ongoing or escalating conflicts

CNI Oil&Gas(399439.SZ)