[Illustrated Bull and Bear Stocks] Oil and gas extraction sector leads in gains, with active performance in natural gas concept stocks

robot
Abstract generation in progress

China Securities Journal, March 8 — This week, the three major A-share indices experienced fluctuations and declines, with the Shanghai Composite Index down 0.93%, the Shenzhen Component Index down 2.22%, and the ChiNext Index down 2.45%. The oil and gas extraction and power grid equipment sectors led the gains this week, with natural gas and agricultural concept stocks performing actively.

The oil and gas extraction sector saw the largest gains this week, with Shandong Molong up 50.00% and Keli Co., Ltd. up 38.90%. Regarding news, after Iran announced control measures in the Strait of Hormuz, major oil-producing countries such as Saudi Arabia, the UAE, and Kuwait quickly filled their storage facilities. It is expected that within a few weeks, storage capacity will be reached, forcing production cuts. If oil and gas transportation through the Strait of Hormuz continues to be obstructed, international oil prices may further rise. This week, China National Petroleum Corporation, China National Offshore Oil Corporation, and China Petroleum & Chemical Corporation all hit their daily limit-up for the first time in history, with China National Petroleum’s stock reaching an 11-year high.

Natural gas concept stocks performed actively this week, with Trusco up 43.47% and Tongyuan Petroleum up 34.70%. Regarding news, on March 2, 2026, QatarEnergy announced that due to drone attacks on its Ras Laffan Industrial City and Mesaieed Industrial City facilities by Iran, it has fully halted LNG and related product production. Ras Laffan’s annual capacity is 77 to 82 million tons, accounting for about 20% of global LNG supply. Currently, the US-Iran conflict, combined with production halts in Qatar and the blockade of the Strait of Hormuz, has had a significant impact on the global natural gas industry.

In terms of net capital inflows this week, BYD and Huagong Technology saw net inflows of over 1.5 billion yuan. On the other hand, Zijin Mining, Tanfeng Technology, and Zhongji Xuchuang experienced net capital outflows exceeding 4 billion yuan.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments