BPCNOOC@EC2611A

CNOOC Natural Gas Power Generation Co., Ltd. Established

CNOOC Plans to Increase Offshore Wind Capacity by 40% This Year to 3.5 GW

CNOOC New Energy Co., Ltd. Established with a Registered Capital of 1 Billion RMB

Shanghai Electric and CNOOC Sign Strategic Cooperation Agreement

CNOOC Increases Forties Quote, WTI Midland Price Spread Up

Bernstein Maintains Buy Rating on CNOOC Limited

CNOOC Starts Production at Brazilian Oil Field BUZIOS6

China National Offshore Oil Corporation's Ring Hainan Island Offshore Gas Fields Cumulative Production Exceeds 10 Million Tons in 2025

Petroliam Nasional Reaches LNG Supply Agreement with China National Offshore Oil Corporation

CNOOC Discovers Major Oilfield in Bohai, Adding More Than 100 Million Tons of Reserves

CNOOC Starts Production in Pearl River Mouth Basin Oilfield

CNOOC Begins Production at Xijiang 24 Block Oilfield

CNOOC's Bohai Oilfield Achieves Record Oil and Gas Production of 40 Million Tons in 2025

CNOOC's Special General Meeting Approves Continuation of Non-Exempt Related Party Transactions

CNOOC Begins Production in the Beibu Gulf Basin in the South China Sea

Investigation Launched for Li Zhong, Vice President of CNOOC Research Institute Suspected of Serious Disciplinary Violations and Illegal Activities

CNOOC First Shipments of Guyana 'Golden Arrow' Crude to China

CNOOC Jiangsu Natural Gas Co., Ltd. Capital Increase and Management Changes

Dongxing Securities Report: CNOOC's Oil and Gas Output Growth Despite Revenue Decline

GJ Securities Gives China National Offshore Oil a Buy Rating, Valuation Advantage

D&G TECH

SHANDONG MOLONG

CHK OIL

PETRO-KING

JIAXIN INTL RES

JX ENERGY

EASY SMART GP

YUANHENG GAS

MIE HOLDINGS

SINOPEC SSC

600938

159731

561360

159309

00883

516570

561760

601857

00857

Citi published a report indicating that the geopolitical tensions surrounding Iran escalated over the weekend, which may cause oil prices to break through $80 per barrel in the short term. This is likely a positive for Chinese oil companies, especially PetroChina and CNOOC, as they not only offer a dividend yield of 5-6% but can also serve as a low-cost inflation hedge. On the other hand, Chinese chemical stocks that have performed well recently may face downward pressure due to rising input costs

AASTOCKS

CNOOC

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Oil & Gas Industry ETF

China Universal CSI Oil & Gas Resources ETF

E Fund CSI Petrochemical Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

PETROCHINA

In "The Big Banks," Citibank expects oil prices to break through $80 per barrel in the short term

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Oil prices surged nearly 14% and stocks fell in Asia following US-Israeli strikes on Iran, which killed key officials and raised geopolitical tensions. The Strait of Hormuz, a crucial oil passage, faced disruptions, leading to fears of supply shortages. While energy firms saw gains, equity markets declined. Analysts warned that sustained high oil prices could impact inflation and economic growth, with potential prices exceeding $100 per barrel if the situation escalates. The US president indicated a prolonged conflict, further complicating the economic outlook.

- Oil prices surged, with Brent rising almost 14 percent and West Texas Intermediate nearly 12 percent, following US-Israeli strikes on Iran that killed key officials.  
- The conflict raised fears of supply disruptions, especially with the Strait of Hormuz being threatened, prompting significant stock market declines across Asia and increased energy sector gains.  
- Analysts warn that sustained high oil prices could lead to persistent inflation, affecting economic growth and influencing policy decisions by the Federal Reserve amid a turbulent geopolitical landscape.

Yahoo Finance

Invesco DB Commodity Index Tracking Fund

iShares US Oil Equip & Svcs

ISHRS S&P Glb Engy

SINOPEC CORP

United States Oil Fund LP

CW Petroleum Corp

First Trust North American Energy Infra Fd

Direxion Daily Energy Bull 2X

CNOOC F13 N2909

SPDR O&G Ex & Prd

GLOBAL X MLP & Energy Infra

CNOOC F03 N3305

Exxon Mobil

SPDR Energy Select

VanEck Oil Refiners ETF

Direxion Daily XOM Bull 2X Shares

Chevron

Pro K1 Free Crude Oil

Alerian MLP

SPDR O&G Equip

Tortoise N Americ Pipe

iShares US Oil & Gas Expl & Prod

VanEck Oil Services ETF

VG Energy

Us Brent Oil

Crude soars, stocks drop after US strikes on Iran

02382

40016

600028

XIACY

05739

Middle East conflict erupts, Hong Kong stocks initially drop over 500 points, Xiaomi and SUNNY OPTICAL each down 4%, "three major oil companies" rise against the trend

SUNNY OPTICAL

CNOOC F13 N4909

Sinopec Corp.

Xiaomi Corporation

CNOOC F14 N4404

Middle East conflict erupts, Hong Kong stocks' initial decline expands to over 500 points, Xiaomi and SUNNY OPTICAL each drop 4%, while the "three oil giants" rise against the trend

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The Hang Seng Index opened down 324 points at 26,305 points, the National Index opened down 88 points at 8,771 points, and the Hang Seng Tech Index opened down 91 points at 5,046 points. Oil prices surged due to military strikes by the U.S. and Israel against Iran, leading related oil stocks such as Sinopec, PetroChina, and CNOOC to open higher. Gold prices rose, with SD-GOLD and Zijin Mining opening higher. Technology stocks generally opened lower, with Tencent and JD.com down 1.3% and 1.4%, respectively. Xinyi Glass opened up 1.3%, while Xinyi Solar opened down 2.3%

SD-GOLD

ZIJIN MINING

Zijin Mining

SD GOLD

"Hong Kong Stocks" Hang Seng Index opened down 324 points, oil and gold stocks rose

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After the United States launched an attack on Iran and killed the Supreme Leader Khamenei, Iran retaliated against Middle Eastern countries and closed the Strait of Hormuz, causing international oil prices to surge over 10%. CNOOC's stock price opened up 5.06%, currently reported at 26.62 yuan, up 5.13%. Sinopec and PetroChina also rose by 2.94% and 4.19%, respectively

CHINA BLUECHEM

CHINA OILFIELD

ZPEC

COSL

Yinhua CSI Oil & Gas Resources ETF

Oil prices surge amid the Iran crisis, CNOOC rises over 5%

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Trump expects the Iran conflict to last about 4 weeks, causing market fluctuations. The Hang Seng Index opened 324 points lower this morning, at 26,305 points. The Saudi stock market once fell by 4.8%, while Bitcoin rebounded to $68,000. Oil and gold stocks performed strongly, with CNOOC and PETROCHINA rising by 5% and 5.9%, respectively. Technology stocks generally declined, with Alibaba and Tencent falling by 2.3% and 1.2%, respectively. Overall, the market is affected by the war, with gold and oil prices rising

Stheadline

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ZHONGJIN GOLD

ChinaAMC Gold ETF

Trump expects the conflict to last for 4 weeks, Hang Seng Index opens down 324 points, PetroChina and CNOOC rise by over 5%, Zijin Mining increases by nearly 3% | Hong Kong stock market opens

STECH

00HSI

PETROCHINA and CNOOC rose by over 5%, while Zijin Mining and Sinopec Corp. rose by over 2%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

Hang Seng TECH Index

Hang Seng Index

The Hang Seng Index opened down 1.22%, and the Hang Seng TECH Index fell 1.78%

The Strait of Hormuz has not yet been "physically blocked," but the sharp decline in shipping is due to traders actively avoiding risks, and a surge in oil prices may be inevitable. Goldman Sachs has issued a deep warning that if the conflict evolves into a "protracted war" similar to that of 2022, high fiscal spending combined with energy inflation will force the Federal Reserve to maintain high interest rates amid declining growth. At that time, the U.S. Treasury yield curve will accelerate its flattening, cyclical sectors of the U.S. stock market will be under pressure, and the U.S. dollar and Japanese yen will be the only safe havens for funds

- Recent statements from Trump and Iran have shattered market expectations for a quick resolution to the conflict.  
- Trump emphasized that U.S. and Israeli military actions against Iran will continue until all objectives are met, while Iran maintains control over when and how the war may end.  
- Goldman Sachs warns that the duration of the conflict will significantly influence oil prices and financial markets, with potential comparisons to the 2022 energy shock scenario, amidst concerns over persistent inflation and market volatility.

COSCO SHIP ENGY

COSCO SHIP HOLD

Pro Ultr Silver

Pro Ultrshrt Silver

Lockheed Martin

EFUND GOLD MI ETF

ZIJIN GOLD INTL

CHIFENG GOLD

Trump did not "quickly resolve" the situation! Global markets face the "Iran impact," with the focus on "duration."

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

marketscreener

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

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

"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

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

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

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Cnooc plans to increase its offshore wind power capacity by 40% this year, aiming for a total of 3.5 gigawatts by year-end. This move aligns with China's growing clean energy market as oil demand stagnates. The company is collaborating with Ming Yang Smart Energy Group to deploy advanced wind turbine models. China's offshore wind capacity has reached 47 gigawatts, and the government aims to double wind and solar capacity by 2035, as investments in renewables rise due to falling costs.

Businesstimes News

MYSE

Cnooc to lift offshore wind power capacity by 40% this year

05942

JP Morgan downgraded CNOOC to "Neutral" as its stock price has surpassed the target price. The bank believes that CNOOC's valuation has become reasonable and adjusted its industry preference order to PetroChina, Sinopec, and CNOOC. CNOOC's business portfolio has the highest proportion of oil, making it more sensitive to declines in oil prices. Morgan Stanley expects CNOOC's dividend yield in 2026 to be 5%, lowering the earnings per share forecast for 2026 and 2027 by 7% to 9%, while maintaining the H-share target price of HKD 23 and the A-share target price of RMB 30

CNOOC F13 N4305

JP Morgan downgraded CNOOC to "Neutral" and lowered its earnings per share forecast

$CNOOC(00883.HK) has performed well these days.

CNOOC-R

BPCNOOC@EC2611A(26984.HK)

In "The Big Banks," Citibank expects oil prices to break through $80 per barrel in the short term

Crude soars, stocks drop after US strikes on Iran

Middle East conflict erupts, Hong Kong stocks' initial decline expands to over 500 points, Xiaomi and SUNNY OPTICAL each drop 4%, while the "three oil giants" rise against the trend

"Hong Kong Stocks" Hang Seng Index opened down 324 points, oil and gold stocks rose

Oil prices surge amid the Iran crisis, CNOOC rises over 5%