新疆吐鲁番地区，位于火焰山下的吐哈油田是世界海拔最低超深稠油油田。 在四川盆地，西南油气田公司日高峰供气量达到2000万立方米，为川渝两地天然气发电项目顶峰兜底助力。在宁夏海原，烈 日炙烤着戈壁，国家骨干天然气管道西气东输三线中段工程正加速推进。 央视网消息：今天是立秋节气，不过，现在仍然处于三伏天的中伏，暑热并没有立即结束。高温天气下，能源需求也持续保 持高位。从内陆的油田到深海中的气田、从戈壁管道到沿海枢纽，高温中的能源保供是如何进行的？跟着记者去看看。 中国石油吐哈油田鲁克沁采油管理区执行董事 邹成林：这里的极热天气在为油田生产带来挑战的同时，也为稠油生产节能降 耗带来了机遇。我们巧妙利用地热替代原有的地面加热流程， 在有效提原油脱水效率的同时，年减少用电1700万度以上。 国家管网集团西北公司银川分公司海原作业区主任 王刚： 我们动态调整高温时段施工计划，确保新建设备调试工作正常进 行，全力以赴保障西气东输三线中段工程如期建成投产。 在大庆油田， 面对高温烤验，油田采用无人机和鹰眼雷达24小时轮班巡检，确保安全生产。 大庆油田采油三厂第三作业区注采302班副班长 李德好：我们提前清理高压注水电机，帮冷 ...

来源：金融界 融券方面，当日融券卖出12.30万股，净卖出10.56万股。 8月6日，沪深两融数据显示，中国石油获融资买入额0.33亿元，居两市第597位，当日融资偿还额0.46亿 元，净卖出1322.62万元。 最近三个交易日，4日-6日，中国石油分别获融资买入0.67亿元、0.40亿元、0.33亿元。 ...

Core Viewpoint - Changjiang Energy Technology Co., Ltd. (Changjiang Nengke) has successfully passed the listing review on the Beijing Stock Exchange, focusing on the sustainability of its performance and compliance with revenue recognition [1] Company Overview - Changjiang Nengke is based in Yangzhong City, Jiangsu Province, and is primarily controlled by Liu Jianchun and Liu Jiacheng, who together hold 88.03% of the shares [1] - The company specializes in the design, research and development, manufacturing, and service of energy chemical equipment, with key products including electric脱设备, separation equipment, and heat exchange equipment [1] - Major clients include large state-owned enterprises such as China National Petroleum Corporation and China Petroleum & Chemical Corporation [1] Market Position - From 2021 to 2023, Changjiang Nengke held the largest market share in the electric脱设备 sector in China, with revenue from electric脱设备 accounting for over 55% during the reporting period [2] - The overall market for petroleum refining and petrochemical equipment grew from 484.9 billion yuan in 2018 to 715.1 billion yuan in 2023, with a compound annual growth rate of 8.08%, expected to reach 979.2 billion yuan by 2028 [1] Financial Performance - The company's revenue for the reporting period was approximately 219 million yuan, 348 million yuan, and 314 million yuan, with net profits of approximately 40.68 million yuan, 40.85 million yuan, and 49.16 million yuan respectively [4] - The gross profit margin showed fluctuations, recorded at 47.77%, 32.36%, and 41.11% over the same period, influenced by market competition and material costs [4] Future Projections - For the first half of 2025, the company anticipates a slight decline in revenue to 126 million yuan, while net profit is expected to rise to 18.93 million yuan, driven by high-margin electric脱设备 projects [6] IPO and Fundraising - The company plans to raise 160 million yuan through its IPO, which will be allocated to projects including the production of heavy special materials and the establishment of a research center [9][10]

产能扩张步伐加快 7月，纯苯期货和期权在大连商品交易所正式挂牌上市，我国纯苯市场迎来了重要金融工具。业内人士 表示，稳定市场工具箱的丰富，将为规模化行业的可持续发展提供技术支撑。未来随着产能加速扩张、 供需趋向平衡以及市场主导权增强，我国纯苯行业或将步入由大至强的转型发展期。 据隆众资讯数据统计，2007年以来国内纯苯产能呈现快速增长态势，2007年国内纯苯有效产能不足500 万吨，2015年突破1000万吨，2019年达到1500万吨，此后投产速度加快，2024年国内纯苯产能达3234万 吨，产量为2513万吨，占全球产量的39%；表观消费量为2926万吨，占全球消费量的43%；进口量为 431万吨，对外依存度为15%；贸易量为1340万吨，商品化率约53%。 河南省石油和化学工业协会相关负责人表示，从数据来看，近年来我国纯苯行业产能扩张明显，步伐在 加快，除了"三桶油"的大炼化新增项目不断投产，民营炼化产能也在集中释放。2023—2025年民营炼化 新增产能超800万吨，推动国内自给率升至90%。在全球化工产业格局中，我国纯苯市场已成为全球产 能、消费与进口规模最大的市场。 供需长期趋向平衡 业内人士表示 ...

Core Insights - The Kunlun large model is a significant breakthrough in the energy sector, marking a key step in the digital transformation of China National Petroleum Corporation (CNPC) [1] - The integration of digital technology and artificial intelligence is reshaping the oil and gas industry, prompting discussions on the future of traditional high-investment sectors amidst energy transition and AI advancements [1] Group 1: Digital Transformation Initiatives - The Tarim Oilfield has initiated a comprehensive digital transformation, integrating 25 production-related systems into an intelligent production and emergency command platform, enhancing decision-making and emergency response efficiency [2] - CNPC's intelligent oil and gas field applications now cover 500,000 wells and 40,000 stations, resulting in a 20% improvement in operational efficiency across the entire industry chain [2] Group 2: Data and Technology Innovations - Data is increasingly recognized as a vital resource, akin to oil, with CNPC facing challenges such as data silos due to the complexity of refining processes [3] - The Kunlun digital project team has utilized advanced technologies like industrial internet, cloud-native solutions, and AI to overcome data governance challenges, leading to significant breakthroughs in data applications [3] Group 3: Strategic Focus on Digitalization - Since the 14th Five-Year Plan, CNPC has prioritized digitalization as a core strategy, establishing specialized departments to drive AI integration into traditional and emerging industries [4] - By 2025, CNPC aims to position "digital oil" as a key strategic initiative, focusing on AI applications across the energy and chemical supply chain [4] Group 4: Software Development and Innovation - CNPC has developed a proprietary industrial-grade oil and gas reservoir simulation software, HiSim, filling a significant gap in domestic technology and enhancing resource exploration capabilities [6] - The software has been applied in over 100 domestic oil and gas blocks and several international locations, supporting the development of both conventional and unconventional resources [7] Group 5: Enhancing Operational Efficiency - The EISC system enables real-time monitoring and management of drilling operations, significantly improving efficiency and safety in the oil and gas exploration process [8][9] - The implementation of intelligent platforms aims to transform traditional labor-intensive roles in the oil industry, enhancing operational safety and efficiency [9] Group 6: Industry-Wide Impact - CNPC's digital transformation serves as a model for the broader oil and gas industry, showcasing the potential of AI and digital technologies to reshape traditional practices [10] - The company's advancements in AI, industrial software, and digital platforms are creating replicable templates for smart oil fields and refineries, influencing the future of the energy sector [10]

Core Viewpoint - China Petroleum's stock price increased by 0.58% to 8.64 yuan as of August 6, 2025, with a trading volume of 941,101 hands and a transaction amount of 812 million yuan [1] Group 1: Company Overview - China Petroleum is the largest oil and gas production and sales enterprise in China, involved in exploration, refining, transportation, trading, and engineering services [1] - The company is listed in Beijing, Shanghai, and Hong Kong, making it a significant representative of the energy industry [1] Group 2: Shareholder Actions - The controlling shareholder, China Petroleum Group, plans to increase its holdings in the company's A-shares and H-shares within the next 12 months, with an intended investment between 2.8 billion yuan and 5.6 billion yuan [1] Group 3: Product Development - The company's cloud platform, "Kunlun Ruiyun," recently passed advanced trusted cloud platform certification, offering a full stack of 30 types of cloud service capabilities [1] Group 4: Capital Flow - On August 6, 2025, the net inflow of main funds into China Petroleum was 46.53 million yuan, with a cumulative net inflow of 233 million yuan over the past five days [1]

Group 1 - The A-share market has seen significant shareholder buybacks, with over 450 companies involved and a total of 68.83 billion shares bought back, amounting to approximately 583 billion yuan [2][5][6] - Major companies like China National Offshore Oil Corporation (CNOOC) and China National Petroleum Corporation (CNPC) have announced substantial buyback plans, reflecting confidence in their long-term value [5][6] - The increase in buybacks is seen as a response to optimistic expectations regarding business models, market competitiveness, and industry trends, aimed at stabilizing stock prices and enhancing market confidence [2][6][9] Group 2 - In addition to buybacks, over 1,200 companies have initiated share repurchase programs, totaling around 93 billion shares and exceeding 950 billion yuan in value [7][8] - Leading companies in share repurchase include XCMG, China State Construction, and Liaoport, indicating strong recognition of their intrinsic value [7][8] - The actions of both major shareholders and companies in repurchasing shares are viewed as a reflection of their internal recognition of value, contributing to investor confidence and the overall stability of the capital market [9]

据了解，氯化聚乙烯树脂根据其性质和用途主要分为A型、B型、C型等类别。其中，C型氯化聚乙烯树脂主要用于ABS树脂的改性。经下游企 业作为改性料进一步加工后，能显著改善ABS的阻燃性、冲击性、加工流动性及热稳定性，并有效避免 ABS燃烧时出现垂直滴落现象。目 前，该类型产品市场需求持续攀升。 中国发展网讯 史艳红记者袁小峰报道 8月5日，记者从中国石油大庆石化获悉，聚烯烃部低压装置C线完成转产并顺利下线100余吨C型氯化聚 乙烯树脂新产品，即将发往下游加工企业。这一成果标志着大庆石化成为中国石油首家生产该类产品的企业。此次新产品的成功产出，进一步 丰富了大庆石化产品矩阵，为拓展细分市场、提升产品竞争力提供了有力支撑。 自2012年首次研发并量产A型氯化聚乙烯树脂以来，大庆石化坚持以市场需求为导向，持续加大技术创新投入，专注特色化、高端化产品开 发，不断推出新牌号以适应市场环境和消费需求。通过多年攻关，大庆石化解决了低压装置回收系统工况波动、产品粒径分布不均导致加工适 应性差等关键技术难题，成功将氯化聚乙烯系列产品牌号拓展至7个，并在高端氯化聚乙烯树脂领域实现了进口替代，大幅提升了国产材料的 市场竞争力。这些技术 ...

金融界8月6日消息，上证指数低开高走，中证香港300资源指数 (H300资源，H30326)报2861.49点。 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50.07%、煤炭占比16.61%、贵金属占 比16.13%、工业金属占比15.73%、稀有金属占比0.89%、其他有色金属及合金占比0.56%。 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 作者：行情君 数据统计显示，中证香港300资源指数近一个月上涨5.70%，近三个月上涨21.06%，年至今上涨 17.37%。 据了解，中证香港300行业主题指数系列从中证香港300指数样本中选取银行、运输、资源、基建、物流 和休闲等行业主题上市公司证券作为指数样本，以反映香港市场不同主题上市公司证券的整体表现。该 指数以20 ...

金融界消息 截至2025年8月6日收盘，中国石油（601857）报收于8.64元，上涨0.58%，换手率0.06%， 成交量94.11万手，成交金额8.12亿元。 资金流向方面，今日主力资金净流入4652.75万元，占比成交额5.73%。其中，超大单净流出4505.65万 元、占成交额5.55%，大单净流入9158.40万元、占成交额11.28%，中单净流出流出6679.42万元、占成 交额8.22%，小单净流入2026.68万元、占成交额2.5%。 中国石油最新一期业绩显示，截至2025一季报，公司营业总收入7531.08亿元、同比减少7.34%，归属净 利润468.07亿元，同比增长2.27%，扣非净利润465.62亿元，同比增长1.50%，流动比率1.051、速动比率 0.832、资产负债率37.92%。 天眼查商业履历信息显示，中国石油天然气股份有限公司，成立于1999年，位于北京市，是一家以从事 石油和天然气开采业为主的企业。企业注册资本18302097万人民币，实缴资本16000000万人民币。公司 法定代表人为戴厚良。 通过天眼查大数据分析，中国石油天然气股份有限公司共对外投资了1286家企业， ...