金融界消息 截至2025年8月5日收盘，中国石油（601857）报收于8.59元，上涨1.42%，换手率0.08%， 成交量136.17万手，成交金额11.67亿元。 来源：金融界 资金流向方面，今日主力资金净流入1.44亿元，占比成交额12.37%。其中，超大单净流入4838.08万 元、占成交额4.15%，大单净流入9594.83万元、占成交额8.22%，中单净流出流出9359.65万元、占成交 额8.02%，小单净流出5073.26万元、占成交额4.35%。 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%。 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，参与招投标项目445 次，知识产权方面有商标信息38条，专利信息5000条，此外企业还拥有行政许可168个。 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 ...

Group 1 - The core viewpoint of the news is the performance and characteristics of the Hong Kong Dividend Low Volatility ETF (520890), which has seen a significant decrease in both shares and scale in 2024 [1][2] - As of August 4, 2024, the fund's latest shares were 56.508 million, with a scale of 80.0775 million yuan, reflecting a 54.06% decrease in shares and a 45.28% decrease in scale compared to December 31, 2024 [1] - The fund's management fee is 0.50% annually, and the custody fee is 0.10% annually, with a performance benchmark based on the Hang Seng Hong Kong Stock Connect High Dividend Low Volatility Index [1] Group 2 - The current fund manager, Li Qian, has managed the fund since its inception on September 4, 2024, achieving a return of 41.71% during her tenure [1] - The ETF's recent trading activity shows a cumulative transaction amount of 140 million yuan over the last 20 trading days, with an average daily transaction amount of 7.0048 million yuan [1] - The top holdings of the ETF include Shougang Resources (3.83%), Far East Horizon (3.69%), and Chongqing Rural Commercial Bank (3.27%), among others, with detailed holdings and market values provided [2]

最近三个交易日，31日-4日，中国石油分别获融资买入0.85亿元、1.97亿元、0.67亿元。 融券方面，当日融券卖出6.01万股，净买入1.43万股。 来源：金融界 8月4日，沪深两融数据显示，中国石油获融资买入额0.67亿元，居两市第249位，当日融资偿还额0.62亿 元，净买入488.72万元。 ...

Group 1 - The stock price of China Petroleum (601857) closed at 8.47 yuan on August 4, 2025, down by 0.47% with a turnover rate of 0.07% and a trading volume of 1.1486 million hands, amounting to 0.971 billion yuan in transaction value [1] - The net inflow of main funds today was 38.86 million yuan, accounting for 4.0% of the transaction value, with large orders contributing a net inflow of 23.01 million yuan, while medium and small orders experienced net outflows [1] - For the first quarter of 2025, the company reported total operating revenue of 753.11 billion yuan, a year-on-year decrease of 7.34%, while net profit attributable to shareholders was 46.81 billion yuan, an increase of 2.27% [1] Group 2 - China Petroleum has made investments in 1,285 enterprises and participated in 445 bidding projects, indicating a significant level of engagement in the market [2] - The company holds 38 trademark registrations and 5,000 patent registrations, showcasing its commitment to innovation and intellectual property [2] - Additionally, China Petroleum has obtained 168 administrative licenses, reflecting its compliance and operational capabilities [2]

Core Viewpoint - China Petroleum has seen significant financing activity, with a net buy of 60.783 million yuan last week, indicating investor interest despite recent outflows [1] Financing Activity - Last week, China Petroleum had a financing buy amount of 512 million yuan and a repayment amount of 452 million yuan [1] - The company ranked 147th in net financing buy across the market [1] Capital Flow - Over the past 5 days, the main capital outflow from China Petroleum was 256 million yuan, with a price drop of 3.4% [1] - In the last 10 days, the total outflow reached 720 million yuan, with a decline of 5.11% [1] Company Profile - China Petroleum and Natural Gas Corporation was established in 1999 and is based in Beijing, primarily engaged in oil and gas extraction [1] - The registered capital of the company is 18.302 billion yuan, with a paid-in capital of 16 billion yuan [1] - The legal representative of the company is Dai Houliang [1] Investment and Intellectual Property - The company has invested in 1,285 enterprises and participated in 445 bidding projects [1] - It holds 38 trademark registrations and 5,000 patents, along with 168 administrative licenses [1]

Group 1 - The stock price of China Petroleum on August 4 was 8.47 yuan, down 0.47% from the previous trading day, with a trading volume of 971 million yuan and a turnover rate of 0.07% [1] - China Petroleum is a major oil and gas producer and supplier in China, involved in exploration, refining, transportation, trading, and engineering services, and is listed in Beijing, Shanghai, and Hong Kong [1] - The cumulative production of the Fengcheng oilfield in Xinjiang has surpassed 15 million tons, making it the largest shallow-layer heavy oil field in China, with enhanced production measures yielding an increase of 31,000 tons [1] Group 2 - On August 4, the net inflow of main funds into China Petroleum was 38.86 million yuan, with a cumulative net inflow of 33.29 million yuan over the past five days [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國石油天然氣股份有限公司（於中華人⺠共和國註册成立之股份有限公司） 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00857 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 21,098,900,000 | RMB | | 1 RMB | | 21,098,900,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 21,098,900,000 | RMB | | 1 RMB | | 21,098,90 ...

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]

Group 1 - The core viewpoint of the report is that the target prices for China Petroleum (601857) and Sinopec (600028) have been lowered due to challenging market conditions in the downstream oil sector [1] - The target price for China Petroleum has been adjusted from HKD 4.6 to HKD 4.5, while Sinopec's target price has been reduced from RMB 6.5 to RMB 6.3 [1] - Despite the target price adjustments, the firm maintains an "outperform" rating for Sinopec's H-shares and A-shares, indicating a preference order among the "three oil giants" [1] Group 2 - Sinopec has issued a profit warning for the first half of 2025, indicating weaker profitability in the second quarter of 2025, which reflects ongoing challenges in the domestic oil downstream sector [1] - The market appears to overestimate the potential benefits for Sinopec and other Chinese refining companies from China's anti-involution policies, according to the report [1] - The firm has revised its earnings forecasts for Sinopec downwards by 4% to 5% for the fiscal years 2025 to 2027, in light of the anticipated weak performance in the second quarter of 2025 [1]

Group 1 - The core viewpoint of the report indicates that Citibank has lowered the target price for China Petroleum & Chemical Corporation (Sinopec) from HKD 4.6 to HKD 4.5, and for Sinopec's A-shares from RMB 6.5 to RMB 6.3 [1] - Citibank maintains an "outperform" rating for both Sinopec's H-shares and A-shares, but highlights a preference order for the "Big Three" oil companies, ranking China Petroleum (00857) and CNOOC (00883) higher than Sinopec [1] - The report notes that Sinopec issued a profit warning for the first half of 2025, indicating weak profitability in Q2 2025, reflecting ongoing challenges in the domestic oil downstream (refining and chemicals) industry [1] Group 2 - The market seems to expect that Sinopec and other Chinese refining companies will benefit from China's anti-involution policies, but Citibank believes the upside potential may be overestimated [1] - The financial forecasts for Sinopec for the fiscal years 2025 to 2027 have been revised down by 4% to 5% to account for the weak performance expected in Q2 2025 [1]