据介绍，心理健康管理是该公司构建健康企业重要环节，更是构建健康生态的基础工程。此次讲座不仅 深化了员工对心理健康的认知，更让大家掌握了情绪识别与调节技巧。 未来，河南公司工会将持续聚焦员工"心"需求，赋能员工"心"成长，不断丰富服务内容与形式，为员工 心理健康保驾护航，进一步积极营造公司健康向上、充满活力的工作氛围。（朱琳洁） 来源：环球网 为关爱员工心理健康，帮助员工有效管理情绪、平衡工作与生活，近日，中石油天然气销售河南公司工 会组织开展了以"乐享生活与工作，从'心'管理情绪开始"主题心理健康讲座。 讲座中，专家以"情绪识别"为切入点，结合职场常见场景与生动案例，通过互动引导员工主动思考，深 入浅出解析情绪产生的根源及其背后的心理机制，帮助大家精准识别情绪状态。 在核心内容分享环节，专家介绍了实用的"情绪调节工具箱"，传授多种调节方法。例如，面对烦躁、低 落等不良情绪，采用"情绪转移法"，主动将注意力转向阅读、聆听音乐等感兴趣的活动，逐步平复心绪 等等，帮助员工调整心态，以更积极状态应对工作与生活的挑战。 ...

连日来，中国石油新疆油田的技术人员在实验室对一批页岩油岩芯进行系统观察和精细描述，和常规的岩芯不同，这批来自丰探101井地下5296米的岩芯采 用了保压取芯技术。保压取芯最大的特点是能有效防止岩芯油气中轻质组分损失和孔隙结构变化，最大程度保留地层真实流体性质，为研究储层油水分布规 律、精细评价储层及编制开发方案提供精准依据。 01:31 作者：顾煜 张珏 管晶 丰探101井位于新疆准噶尔盆地玛北地区，是该区域的重点评价井，该区域油层厚度大、产量高，是准噶尔盆地西北缘重要的高产层系。对丰探101井进行保 压取芯，正是为进一步摸清该区域深层油气藏特征而开展的关键作业。 ...

Group 1 - The Hong Kong stock market has shown strong performance this year, with the Hang Seng Index rising over 28%, leading major global indices and reaching a nearly four-year high [1] - Foreign capital is rapidly increasing its allocation to Chinese assets, with emerging market funds reducing their holdings in Indian stocks and increasing their allocations to H-shares and A-shares [1][3] - In July, foreign funds saw a significant inflow into Chinese stocks, increasing from $1.2 billion in June to $2.7 billion [1][3] Group 2 - Domestic investors are also increasing their investments in the Hong Kong stock market, with southbound capital net buying reaching a record high of HKD 35.876 billion on August 15 [1][5] - Southbound capital has become a core source of funds for the Hong Kong market, with cumulative net inflows exceeding HKD 970 billion this year [5] - The technology, new consumption, and innovative pharmaceutical sectors have attracted significant capital, with the Hong Kong Stock Connect innovative drug index rising over 58% in the past year [5][6] Group 3 - Analysts believe that the rise of the Hong Kong stock market is driven by both internal and external factors, including a weakening US dollar and a low interest rate environment in mainland China [3][4] - The "barbell strategy" is prevalent among institutional investors, focusing on both dividend-yielding assets and growth sectors like technology and innovative pharmaceuticals [8][9] - The potential for a preventive interest rate cut by the Federal Reserve could drive international capital towards emerging markets, including Hong Kong [11][12] Group 4 - The performance of the Hong Kong stock market is sensitive to changes in US monetary policy, with historical data showing varying impacts of rate cuts on market performance [11][12] - Current trends indicate that the technology sector in Hong Kong may maintain strong momentum, supported by favorable policies and market conditions [13]

Core Insights - The financial results of China's three major oil companies, namely China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), have been disclosed, showing a total net profit of 174.99 billion yuan for the first half of the year, equivalent to approximately 9.6 million yuan per day [2] Financial Performance - CNPC reported a net profit of 84.01 billion yuan, Sinopec reported 21.48 billion yuan, and CNOOC reported 69.5 billion yuan, contributing to the total net profit [2] - The net profits of these companies have decreased by 5% to 40% compared to the same period last year, resulting in a total profit reduction of 29.05 billion yuan, which translates to a daily loss of about 1.6 million yuan [2]

（文章来源：第一财经） 8月27日盘后，随着中国海油披露半年报，"三桶油"上半年业绩已全部披露完毕。中国石油、中国石 化、中国海油分别实现归母净利润840.1亿元、214.8亿元、695亿元，总计净赚1749.9亿元，相当于日赚 9.6亿元。不过，受上半年国际原油价格下行影响，三家公司净利润出现5%至40%不等跌幅，与去年同 期相比总利润减少了290.5亿元，相当于每天少赚约1.6亿元。 ...

Core Insights - The 7th China (Karamay) International Oil, Gas and Petrochemical Technology Equipment Exhibition showcased innovations in energy equipment, attracting 416 companies from 8 countries and 19 provinces, covering an area of 33,000 square meters [1][2]. Group 1: Innovation Matrix - The exhibition featured six distinct zones, including oil and gas equipment, new energy and materials, and intelligent computing, creating an "innovation matrix" for energy equipment [2]. - Notable displays included large fracturing trucks and diamond drill bits, as well as models demonstrating the integration of green electricity and hydrogen production [2]. Group 2: Self-Innovation and Energy Security - The China National Petroleum Corporation (CNPC) showcased a strong presence with 14 companies and 168 exhibits, including CCUS well-opening devices and hydrogen production equipment, emphasizing the coupling of green electricity and hydrogen for zero-carbon energy [4]. - The Xinjiang Oilfield Research Institute presented a significant portfolio of 199 valid patents and 73 technical secrets, highlighting the achievements in self-innovation [4][5]. Group 3: Industry Upgrades and Collaboration - The exhibition served as a platform for technology exchange and industry upgrades, with participants sharing customer feedback to improve product development [6]. - There was a notable interaction between Central Asian buyers and domestic companies, focusing on applications of electric fracturing equipment and digital twin platforms [6]. Group 4: Global Leadership in Energy Equipment - The event illustrated China's transition from a "follower" to a "leader" in energy equipment manufacturing, showcasing advancements in deep drilling and green low-carbon technologies [6]. - The showcased equipment is positioned as essential tools for ensuring national energy security and contributing to global energy transition strategies [6].

[Table_StockAndRank] 中国石油(601857.SH) | 投资评级 | 买入 | | --- | --- | | 上次评级 | 买入 | [Table_A 刘红光 uthor 石化行业联席首席分析师 ] 执业编号：S1500525060002 邮箱：liuhongguang@cindasc.com 证券研究报告 公司研究 [Tabl 点评报告 e_ReportType] 刘奕麟 石化行业分析师 执业编号：S1500524040001 联系电话：13261695353 邮箱：liuyilin@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅 大厦B座 邮编：100031 [油价Table_T 震荡下行 itle] ，上游及炼化业务短期拖累公司业绩 [Table_ReportDate] 2025 年 8 月 27 日 [Table_S 事件： ummary] 2025 年 8 月 26 日晚，中国石油发布 2025 年半年度报告。2025 年 上半年公司实现营业收入 14500.99 亿元，同比下降 6.74 ...

日前，中国石油(601857.SH)公告称，公司2025年半年度实现营业收入145万亿元，同比下降6.7%:实现 归属于上市公司股东的净利润840.07亿元，同比下降5.4%。拟派发2025年中期股息每股人民币022元(含 适用税项)，总派息额约人民币402.65亿元。小财注:Q1净利468亿元，据此计算，Q2净利372亿元，环比 下降20.55%。（智通财经） ...

Group 1 - The core viewpoint of the article highlights that China National Petroleum Corporation (CNPC) is making a significant investment of 40 billion in gas storage facilities, indicating a strategic shift towards natural gas despite a 5.4% decline in net profit [1][2] - The decline in overall performance is attributed to a 14.5% drop in crude oil prices, while natural gas sales increased by 4.2%, suggesting a potential growth area for the company [2] - The acquisition will add 10.97 billion cubic meters of working gas capacity, acting as a "stabilizer" for future performance, similar to characteristics seen in high-performing stocks [2] Group 2 - The article discusses the concept of "bull stocks" and how they often do not provide comfortable entry points for investors, emphasizing the importance of understanding market behavior [3][5] - A notable phenomenon observed is the "preemptive buying" behavior that occurs before the rise of bull stocks, which is a result of capital market dynamics [6][8] - The analysis of capital behavior through quantitative data serves as a tool to identify market trends, with CNPC's natural gas business growth amidst overall decline serving as a prime example [14] Group 3 - The article emphasizes that price movements are fundamentally driven by trading behavior, with CNPC's acquisition of gas storage being a strategic move to optimize future cash flow [9][14] - The insights drawn from the CNPC case suggest that true investment opportunities often lie outside mainstream narratives, as institutional investors may be positioning themselves in natural gas while retail investors chase after trending stocks [14]

Core Insights - China National Petroleum Corporation (CNPC) announced a significant asset acquisition worth over 40 billion yuan, aimed at enhancing the stability and competitiveness of its natural gas supply chain [1] - The company also reported its 2025 semi-annual performance, showing a decline in overall revenue and profit, but highlighted growth in natural gas sales [2][3] Group 1: Asset Acquisition - CNPC's subsidiary, Taihu Company, plans to establish three joint ventures to acquire 100% equity in three gas storage companies for a total of 400.16 billion yuan [1] - The acquisition will add 10.97 billion cubic meters of working gas capacity, improving the company's peak-shaving ability and overall efficiency of the supply chain [1] - The transaction is expected to significantly reduce related party transactions between CNPC and its group companies [1] Group 2: Financial Performance - As of the end of 2024, the three acquired gas storage companies reported net assets of 13.069 billion yuan, 7.904 billion yuan, and 10.467 billion yuan, with combined revenues of 4.643 billion yuan and net profits of 1.858 billion yuan [2] - In the first half of 2025, CNPC's total revenue was 1.45 trillion yuan, a decrease of 6.7% year-on-year, while net profit fell by 5.4% to 839.93 billion yuan [2] - Despite the overall decline, natural gas sales increased by 2.9% to 151.495 billion cubic meters, with domestic sales growing by 4.2% [2] Group 3: Shareholder Returns - CNPC plans to distribute a cash dividend of 0.22 yuan per share, totaling 40.265 billion yuan, to reward shareholders despite the challenging financial environment [3]