资料显示，中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室，成立日期1999年11月5日，上市日期2007年11月5日，公司主营业务涉及(i)原油及天然气的 勘探、开发、生产、输送和销售以及新能源业务;(ii)原油及石油产品的炼制,基本及衍生化工产品、其他 化工产品的生产和销售以及新材料业务;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输送 及销售业务。主营业务收入构成为：炼油产品69.64%，原油43.27%，天然气39.98%，化工产品8.78%， 其他7.00%，加油站非油品销售0.86%，其他收入0.04%，管输业务0.03%。 截至6月30日，中国石油股东户数48.24万，较上期减少8.82%；人均流通股339297股，较上期增加 9.77%。2025年1月-6月，中国石油实现营业收入14500.99亿元，同比减少6.68%；归母净利润839.93亿 元，同比减少5.21%。 分红方面，中国石油A股上市后累计派现8752.80亿元。近三年，累计派现2470.78亿元。 机构持仓方面，截止2025年6月30日，中国石油十大流通股东 ...

海南日报全媒体记者 陈元才 摄 近日，位于海口江东新区的中国石油海南区域总部基地项目进入装修工作，正全力冲刺年底完工。 该项目位于江东新区总部经济区，总建设用地面积约2.3万平方米，总建筑面积约7.5万平方米。项目建 成后，中国石油将充分利用海南自贸港政策和区位优势，进一步整合资源，推动在琼业务实现高质量发 展。 ...

工业和信息化部等7部门近日联合印发《石化化工行业稳增长工作方案(2025—2026年)》(以下简称《方 案》)，提出2025年至2026年，石化化工行业增加值年均增长5%以上，经济效益企稳回升等目标。 石化化工行业是国民经济的重要基础产业、支柱产业，经济总量大、产业关联度高，事关工业稳定增 长、经济平稳运行。当前，我国石化化工行业面临基础有机原料市场竞争加剧、高端精细化学品供给不 足、国内需求增速放缓、外部不确定性增加等问题。 专家建议，我国石化化工行业应统筹推进稳增长和促转型，坚持培育行业增长新动能和更新旧动能相结 合、供给质量提升与内外需求拓展相结合、市场主导与政府引导相结合，着力实现石化化工行业质的有 效提升和量的合理增长，夯实行业高质量发展基础。 加速数智化转型 我国是全球最大的石化化工产品生产国和消费国。2024年石化化工行业增加值占工业的14.9%，增加值 增速6.6%，较工业平均水平高0.8个百分点，炼油、乙烯、合成树脂等20多类基础化学品产品产能居世 界首位，有效发挥稳定工业经济"压舱石"作用。 中国石油和化学工业规划院副院长郑宝山表示，要推动石化化工行业实现新形势下的高质量稳增长，应 对行业 ...

Core Viewpoint - The company, Xiechuang Data, announced plans to purchase servers from multiple suppliers for a total amount not exceeding 4 billion yuan, which is essential for its cloud computing services and aligns with its business development needs [2][3]. Group 1: Transaction Details - The total amount of the procurement contract is expected to be no more than 4 billion yuan, which constitutes over 50% of the company's latest audited net assets and total assets [2]. - The board of directors has unanimously approved the asset purchase proposal, which will be submitted for shareholder approval [2]. - The transaction does not constitute a major asset restructuring or related party transaction [2]. Group 2: Business Impact - The servers purchased will primarily be used to provide cloud computing services, which are critical for AI computing infrastructure [3]. - The procurement is expected to significantly promote the company's main business development and provide necessary support for its continuous growth [3]. - The transaction price is deemed reasonable and fair, with no significant impact on the company's current or future financial status [3]. Group 3: Industry Context - According to IDC, the global server shipment volume is projected to reach 16.8 million units by 2025, with AI servers accounting for approximately 2.1 million units, representing 12.5% of the total [3]. - The company has established partnerships with leading firms like NVIDIA to enhance its capabilities in AI computing and cloud services [4]. - The company’s subsidiary, Ojia Software, has obtained NVIDIA's NCP certification, indicating its qualifications in AI computing leasing and cloud services [4].

摩根士丹利发布研报称，随着冬季即将来临，由厄尔尼诺现象造成的上两个暖冬影响已消退，因此即将到来的冬天预期较以往更寒冷。此外，若拉尼娜信号（代表更冷的气候）持续增强，中国可 大摩相信，中石油将仍是中国首选的天然气投资标的，因其批发端的天然气定价改革、进口成本下降、零售的参与以及结构性需求增长。大摩将公司的天然气业务（勘探与生产、分销和管道）视 大摩续指，拉尼娜信号似乎正在增强，如果真的出现，今个冬季可能变得更为寒冷，从而导致潜在的天然气短缺。因此，天然气消费可能激增，批发和零售价格或上涨。今年冬季的天然气需求增 责任编辑：史丽君 ...

大摩续指，拉尼娜信号似乎正在增强，如果真的出现，今个冬季可能变得更为寒冷，从而导致潜在的天 然气短缺。因此，天然气消费可能激增，批发和零售价格或上涨。今年冬季的天然气需求增长可能从今 夏的2%加速至同比增长9%。 大摩相信，中石油将仍是中国首选的天然气投资标的，因其批发端的天然气定价改革、进口成本下降、 零售的参与以及结构性需求增长。大摩将公司的天然气业务(勘探与生产、分销和管道)视为公用事业资 产，预计在油价介乎每桶60至65美元的背景下，明年中石油的天然气利润很可能达到石油利润的约两 倍。 智通财经APP获悉，摩根士丹利发布研报称，随着冬季即将来临，由厄尔尼诺现象造成的上两个暖冬影 响已消退，因此即将到来的冬天预期较以往更寒冷。此外，若拉尼娜信号(代表更冷的气候)持续增强， 中国可能在久违五年后，重新出现天然气短缺现象，中国石油股份(00857)或有显著的盈利上行空间， 予该股目标价10.25港元，评级"增持"。 ...

大摩相信，中石油将仍是中国首选的天然气投资标的，因其批发端的天然气定价改革、进口成本下降、 零售的参与以及结构性需求增长。大摩将公司的天然气业务(勘探与生产、分销和管道)视为公用事业资 产，预计在油价介乎每桶60至65美元的背景下，明年中石油的天然气利润很可能达到石油利润的约两 倍。 大摩续指，拉尼娜信号似乎正在增强，如果真的出现，今个冬季可能变得更为寒冷，从而导致潜在的天 然气短缺。因此，天然气消费可能激增，批发和零售价格或上涨。今年冬季的天然气需求增长可能从今 夏的2%加速至同比增长9%。 摩根士丹利发布研报称，随着冬季即将来临，由厄尔尼诺现象造成的上两个暖冬影响已消退，因此即将 到来的冬天预期较以往更寒冷。此外，若拉尼娜信号(代表更冷的气候)持续增强，中国可能在久违五年 后，重新出现天然气短缺现象，中国石油股份(00857)或有显著的盈利上行空间，予该股目标价10.25港 元，评级"增持"。 ...

52周新低排行 | 股票名称 | 收盘价 | 最低价 | | 创低率 | | --- | --- | --- | --- | --- | | 金叶国际集团(08549) | 0.485 | 0.475 | -16.67% | | | 爱高集团股权(02952) | 0.032 | 0.022 | -12.00% | | | 飞天云动(06610) | 0.165 | 0.161 | -11.54% | | | 山高控股(00412) | 2.570 | 2.530 | -8.66% | | 52周新高排行 | 股票名称 | 收盘价 | 最高价 | | 创高率 | | --- | --- | --- | --- | --- | | CMON(01792) | 0.051 | 0.057 | 58.33% | | | 海纳智能(01645) | 1.890 | 1.890 | 21.94% | | | 轩竹生物－Ｂ(02575) | 45.500 | 45.500 | 21.33% | | | 标准发展集团(01867) | 0.211 | 0.260 | 19.27% | | | ＸＬ二南方海力士 | 10.1 ...

Industry Overview - The Chinese oil extraction industry, referred to as "oil and gas extraction," is the upstream segment of the energy industry chain, focusing on exploration, development, and production of crude oil and natural gas. It is a foundational and strategic industry for the national economy, directly impacting energy security, industrial production, transportation, and social life [1] - The development of this industry is influenced by international oil prices, national policies, geological resources, and technological levels, characterized by capital intensity, technology intensity, and high risk [1] Market Characteristics - The market is highly concentrated, dominated by the "Big Three" oil companies: China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), which control the majority of domestic oil and gas resources [6] - The industry is strongly policy-driven, with national strategies and guidelines, such as the "14th Five-Year Plan," focusing on energy security and low-carbon transition [6] - High costs and risks are prevalent as the focus shifts from easily extractable conventional resources to unconventional fields like deep-sea and shale oil, leading to increased exploration and development costs [6] - Domestic oil companies' revenues and profits are highly correlated with international oil prices, but domestic price controls and long-term contracts create a lag in performance fluctuations [6] Current Industry Status - In 2023, China's crude oil production reached 209 million tons, a 2.0% year-on-year increase, driven by continued capital investment in key basins [7] - However, domestic production growth lags behind consumption growth, with crude oil imports reaching 564 million tons in 2023, resulting in a dependency rate of approximately 72% [7] - The government is promoting market-oriented reforms in oil and gas exploration, opening certain exploration blocks to private and foreign enterprises [7] Future Trends - The core focus remains on "increasing reserves and production" to ensure energy security, with expectations for the "Big Three" to maintain domestic crude oil production above 200 million tons [13] - Unconventional oil and gas, along with deep-sea resources, are expected to be the main growth areas, with investment and technological breakthroughs being critical for industry development [13] - Digitalization and smart technologies are seen as essential for reducing costs and enhancing efficiency in the face of high operational costs [13] - Major oil companies are transitioning towards integrated and comprehensive energy suppliers, expanding into downstream high-value chemical products and renewable energy sectors [13] Challenges and Opportunities - The industry faces challenges such as resource constraints, high costs of unconventional and deep-sea oil and gas, and long-term pressures from carbon neutrality goals [13] - However, there are opportunities for growth through strong policy support for energy security, potential technological breakthroughs in key areas, and the rising demand for natural gas as a cleaner fossil fuel during the energy transition [13]

大摩相信，中石油将仍是中国首选的天然气投资标的，因其批发端的天然气定价改革、进口成本下降、 零售的参与以及结构性需求增长。大摩将公司的天然气业务(勘探与生产、分销和管道)视为公用事业资 产，预计在油价介乎每桶60至65美元的背景下，明年中石油的天然气利润很可能达到石油利润的约两 倍。 摩根士丹利发表研究报告指，随着冬季即将来临，由厄尔尼诺现象造成的上两个暖冬影响已消退，因此 即将到来的冬天预期较以往更寒冷。此外，若拉尼娜信号(代表更冷的气候)持续增强，中国可能在久违 五年后，重新出现天然气短缺现象，中石油或有显著的盈利上行空间，予该股目标价10.25港元，评 级"增持"。 ...