中国石化（600028）披露2025年半年度业绩预告，受国际 原油价格大幅下跌、石油石化市场竞争激 烈、 化工市场 毛利低迷等因素影响，公司业绩表现同比下降，预计2025年上半年实现归母 净利润为人 民币201亿元—216亿元。中国石化表示：公司将持续加大生产经营优化力度，推动产业转型升级、科技 创新和产业创新深度融合，不断提升核心竞争力，实现高质量发展。 ...

中国石化公告，按中国企业会计准则，预计公司2025年上半年实现归属于母公司股东的净利润为人民币 201亿元至人民币216亿元，与上年同期相比，将下降39.5%至43.7%。，预计公司2025年上半年实现归 属于母公司股东的扣除非经常性损益后的净利润为人民币200亿元至人民币215亿元，与上年同期相比， 将下降39.6%至43.8%。 ...

资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 从指数持仓来看，中证香港300资源指数十大权重分别为：中国海洋石油（28.08%）、中国石油股份 （13.56%）、紫金矿业（10.98%）、中国神华（9.65%）、中国石油化工股份（9.33%）、中国宏桥 （4.87%）、中煤能源（3.43%）、洛阳钼业（3.06%）、招金矿业（2.89%）、兖矿能源（2.47%）。 从中证香港300资源指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比51.36%、煤炭占比16.03%、贵金属占 比15.66%、工业金属占比15.53%、稀有金属占比0.91%、其他有色金属及合金占比0.52%。 金融界7月31日消息，上证指数低开低走， ...

Group 1 - International oil prices have significantly increased, with WTI crude oil futures rising by 3.75% to $69.21 per barrel and Brent crude oil futures up by 3.53% to $72.51 per barrel [1] - Trump has set a new deadline of 10-12 days for Russia to reach an agreement, failing which secondary sanctions on Russian oil will be imposed [1] - Traditional consumption peak season and diesel shortages are expected to support the market in the short term, despite a long-term bearish outlook after the peak season ends [1] Group 2 - The three major Chinese oil companies have collectively risen, with PetroChina (00857) up by 2.66% to HKD 7.73, Sinopec (00386) increasing by 2.17% to HKD 4.7, and CNOOC (00883) rising by 2.01% to HKD 19.28 [2]

7月31日，记者从中国石化新闻办获悉，由中国石化勘探分公司、江汉油田提交的复兴油田首期石油 2010.06万吨、天然气123.52亿立方米探明地质储量顺利通过自然资源部评审，标志着我国四川盆地首个 页岩层系油田诞生，这也是重庆市第一个油田，实现了我国西南地区页岩油"从无到有"的战略性突破， 开辟了四川盆地页岩油气勘探新领域和增储新阵地，对我国西南地区页岩油勘探开发具有重大战略意 义。（央视财经） ...

Group 1 - Yijie Diandian (Hangzhou) Technology Co., Ltd. was recently established with a registered capital of 1 million yuan [1] - The company is co-owned by Sinopec Sales Co., Ltd., a subsidiary of China Petroleum & Chemical Corporation, holding a 70% stake [1][2] - The business scope includes services such as car towing, roadside assistance, car washing, and vehicle charging sales [1][2] Group 2 - The company is registered in Hangzhou, Zhejiang Province, with its legal representative being Hu Zhishun [1][2] - The establishment date of the company is July 25, 2025, and it is classified as a limited liability company [2] - The company operates in the technology promotion and application service industry [2]

四川盆地首个页岩层系油田"复兴油田"诞生，实现中国西南地区页岩油"从无到有"的战略性突破。7月31日，中国石化新闻办宣布这一消息称，由 中国石化勘探分公司、江汉油田提交的复兴油田首期石油2010.06万吨、天然气123.52亿立方米探明地质储量，通过了自然资源部评审。 中国石化复兴油田钻井现场 中国石化 供图 智通财经（www.thepaper.cn）当天从中国石化新闻办获悉，复兴油田位于重庆市境内，处于四川盆地东南缘。该油田也是重庆市第一座油田，实 现西南地区页岩油"从无到有"的战略性突破，开辟四川盆地页岩油气勘探新领域和增储新阵地，对西南地区页岩油勘探开发具有重大战略意义。 中国石化勘探分公司页岩气项目部经理魏祥峰介绍，复兴油田创新形成的理论认识和关键技术，对补充、完善中国页岩油气勘探开发理论、技术 和标准体系具有重要意义。下一步，该公司将继续深化富集规律认识，强化四川盆地陆相页岩油整体评价和部署，力争尽快实现勘探新突破，落 实第二个页岩油增储阵地。 目前，中国石化已探明新兴、溱潼、复兴三个规模页岩层系新油田。其中，新兴油田位于渤海湾盆地济阳坳陷，2025年成功提交页岩层系石油地 质储量达14024万吨， ...

中国石化最新消息：由中国石化勘探分公司、江汉油田提交的复兴油田首期石油2010.06万吨、天然气 123.52亿立方米探明地质储量顺利通过自然资源部评审，标志着我国四川盆地首个页岩层系油田诞生。 据介绍，复兴油田位于重庆市境内，处于四川盆地东南缘。四川盆地总体具有"富气少油"特征，长期以 来以天然气勘探开发为主，而石油资源相对匮乏。2012年涪陵页岩气田发现后，中国石化联合高校、科 研院所和国家重点实验室平台，系统开展四川盆地页岩油气地质理论研究和关键技术攻关，最终2021年 在复兴地区成功钻探泰页1井，试获日产油58.9立方米、日产气7.35万立方米，取得四川盆地陆相页岩油 气勘探的重大突破。 中国石化勘探分公司页岩气项目部经理魏祥峰表示，复兴油田创新形成的理论认识和关键技术，对补 充、完善我国页岩油气勘探开发理论、技术和标准体系具有重要意义。下一步，将继续深化富集规律认 识，强化四川盆地陆相页岩油整体评价和部署，力争尽快实现勘探新突破，落实第二个页岩油增储阵 地。 ...

Core Viewpoint - Bank of America maintains a "Buy" rating for China Petroleum & Chemical Corporation (Sinopec) due to its attractive valuation and expected dividend yield for the year [1] Group 1: Financial Performance - Sinopec's operating data for the first half of the year fell short of expectations, with exploration and production (E&P) business meeting forecasts, achieving a 2% year-on-year increase in oil and gas output, reaching 50% of the annual target [1] - Domestic crude oil production saw a slight year-on-year increase of 0.2%, which is below the industry average of 1.3%, potentially dragging down net after-tax profit (NAPT) [1] - Refining business experienced a significant decline in processing volume by 5.3%, while the industry average saw a growth of 1.6%, primarily due to weak core refining margins (GRM), sluggish demand, and capacity maintenance [1] - Sales volume decreased by 3.4% year-on-year, outperforming the industry average decline of 5.8%, and the company managed to capture market share from peers [1] - In the chemical sector, ethylene production increased by 16.4% year-on-year, surpassing the industry average growth of 10.9% [1] Group 2: Market Outlook - The company maintains a neutral outlook on the crude oil market, predicting an oil price of $64 per barrel for the second half of the year [1] - Recent anti-involution policies have limited support for the oil and gas sector [1] - Due to the second quarter's operational performance being below expectations, the company is unlikely to meet its annual refining and sales targets [1] - The National Development and Reform Commission (NDRC) recently announced new policies to strengthen energy conservation and carbon emission approval regulations, which may benefit Sinopec in the long term as the company has already invested in major new chemical production capacities outlined in the plan, although short-term impacts are expected to be limited [1]

Core Viewpoint - The successful evaluation of the first phase of the Fuxing Oilfield's proven geological reserves marks a significant breakthrough in shale oil exploration in the Sichuan Basin, establishing it as the first shale oil field in the region and in Chongqing, which has strategic implications for the development of shale oil in Southwest China [1][2]. Group 1 - The Fuxing Oilfield has proven geological reserves of 10.06 million tons of oil and 12.352 billion cubic meters of natural gas, indicating a strategic breakthrough in shale oil exploration in the Sichuan Basin [1]. - The Sichuan Basin has historically been characterized by "rich gas and scarce oil," primarily focusing on natural gas exploration, with oil resources being relatively scarce [1]. - The successful drilling of the Taiye 1 well in 2021 yielded a daily production of 58.9 cubic meters of oil and 73,500 cubic meters of gas, marking a significant advancement in the exploration of shale oil and gas in the region [1]. Group 2 - Following the breakthrough at the Taiye 1 well, the exploration and development team has deployed multiple evaluation and experimental wells, significantly improving the accuracy of seismic predictions for high-quality shale and overcoming technical bottlenecks in land shale volume fracturing [2]. - The company has successfully identified three new shale oil fields: Xinxing, Qintong, and Fuxing, with Xinxing being the first shale oil field in China to reach a geological reserve of over 100 million tons [2]. - The annual production of shale oil is projected to reach 705,000 tons in 2024, representing an increase of 308,000 tons year-on-year [2].