On March 4, A-share trillion-dollar oil and gas giant CNOOC (600938) surged more than 7%, and its share price hit a record high again. PetroChina and Sinopec in the "three barrels of oil" also rose significantly, of which PetroChina closed up 387%, Sinopec closed up 226%。Looking at the long term, since the beginning of this year, the stock price of "three barrels of oil" has continued to rise, of which CNOOC and PetroChina have risen by nearly three percent.
CNOOC closed up 732%
On March 4, CNOOC's share price ushered in a sharp rise, closing up 732%。
The transaction ** shows that on March 4, CNOOC opened 068% with an opening price of 253 yuan shares, after the opening, CNOOC's share price continued to rise, and finally closed up 732% with a *price of 2697 yuan shares, with a total market value of 128 trillion yuan. The turnover for the whole day was 169.4 billion yuan, with a turnover rate of 226%。
It is worth noting that while the stock price rose sharply, CNOOC hit 26 on March 499 yuan shares, a record high since CNOOC's listing.
According to the data, CNOOC was listed on A-shares on April 21, 2022, and the company's issue price was 10$8 shares.
According to the 2024 business strategy announcement released by CNOOC, in 2024, CNOOC's net production (including the company's equity in investee entities accounted for by the equity method) is targeted at 700 million to 700 million200 million barrels of oil equivalent, of which about 69% is domestic and 31% is overseas. The company's net production in 2023 is expected to reach approximately 67.5 billion barrels of oil equivalent.
In 2024, it is expected that the company will have a number of important new projects put into production, including the Suizhong 36-1 Luda 5-2 oilfield secondary adjustment and development project, the Bozhong 19-2 oilfield development project, the Shenhai No. 1 Phase II natural gas development project, the Huizhou 26-6 oilfield development project and the Shenfu deep coalbed methane exploration and development demonstration project, as well as the overseas MER3 project in Brazil.
CNOOC Limited said that from 2022 to 2024, the company's annual dividend payout ratio is expected to be no less than 40%; What is the operating performance of the company, from 2022 to 2024, the absolute value of the annual dividend is expected to be no less than 0HK$7 share (tax included).
In addition, CNOOC Limited recently announced that the new drilling test capacity of the 100-million-ton Bozhong 26-6 oilfield reached a new high, adding more than 40 million cubic meters of proven oil and gas reserves, pushing the cumulative proven reserves of the oilfield to exceed 200 million cubic meters, making it the world's largest metamorphic rock oilfield.
CNOOC Limited said that in the future, the company will solidly promote the three major projects of increasing reserves and production, scientific and technological innovation and green development, implement actions to improve quality and efficiency, continuously improve value creation capabilities, and bring greater returns to shareholders.
Three barrels of oil" share prices rose during the year.
On March 4, PetroChina and Sinopec followed suit and closed up respectively. 26%。Looking at the long term, since 2024, the "three barrels of oil" have all come out of the A-share market.
Oriental Fortune shows that from January 2 to March 4, the cumulative increase in CNOOC was 2861%, outperforming**. Compared with the beginning of the listing, CNOOC rose by 129 in the form of post-resumption94%, the stock price has doubled.
In terms of performance, in the first three quarters of 2023, CNOOC Limited achieved operating income of about 306.8 billion yuan, a year-on-year decrease of 139%；The corresponding attributable net profit was approximately 976500 million yuan, down 10 percent year-on-year23%。
PetroChina rose more than CNOOC during the year, by 2918%, up nearly three percent. As of March 4**, China Petroleum News 912 yuan shares, with a total market capitalization of 167 trillion yuan.
In the first three quarters of last year, PetroChina achieved operating income of about 228 trillion yuan, down 706%；The corresponding attributable net profit was about 131.7 billion yuan, a year-on-year increase of 978%。
According to PetroChina's official WeChat news, in January this year, PetroChina's oil and gas and support service industry chain operated smoothly and efficiently, the main production and operation indicators maintained a steady increase, and the total profit and net profit achieved a substantial year-on-year increase. Domestic oil and gas production equivalent hit a record high, and ** natural gas production exceeded the planned operation; Overseas oil and gas production equity production equivalent increased year-on-year.
Sinopec's rise during the year was slightly worse than that of PetroChina and CNOOC, and from January 2 to March 4, Sinopec rose by 1362%, the latest ** price is 634 yuan shares, with a total market value of 756.7 billion yuan.
Financial data shows that Sinopec achieved operating income of about 247 trillion yuan, a year-on-year increase of 068%；The corresponding attributable net profit was approximately 529700 million yuan, a year-on-year decrease of 747%。
Yu Fenghui, an economist and new finance expert, said in an interview with a reporter from Beijing Business Daily that this round of CNOOC's sharp rise reflects the market's positive expectations for the oil and gas industry, which is conducive to the development of domestic oil and gas enterprises and the integration of the oil and gas industry chain. However, it is also necessary to pay attention to the risks behind the sharp rise**, such as international oil price fluctuations, geopolitical factors, etc.
Beijing Business Daily reporter Ding Ning.