7月31日，中国石油股份(00857)盘中下跌2.05%，截至11:27，报7.66元/股，成交3.44亿元。 作者：行情君 中国石油天然气股份有限公司是中国最大的油气生产和销售商，主要从事原油和天然气的勘探、开发、 生产、输送及销售，并涉足新能源、炼油及化工产品的生产与销售。公司还在全球范围内进行天然气输 送、销售及非油品贸易，拥有A股、H股及美国存托股的上市地位。 截至2025年一季报，中国石油股份营业总收入7531.08亿元、净利润468.09亿元。 本文源自：金融界 ...

Market Performance - The Hang Seng Index closed at 25,176, down 1.36% for the day and up 25.51% year-to-date [1] - The Hang Seng Tech Index fell 2.72% to 5,490, with a year-to-date increase of 22.89% [1] - The Dow Jones Index decreased by 0.38% to 44,461, with a year-to-date rise of 4.51% [1] - The S&P 500 Index closed at 6,362, down 0.12% for the day and up 8.18% year-to-date [1] Currency and Commodity Overview - The Renminbi Index stood at 95.710, down 0.22% over the past month and down 5.14% over six months [2] - Brent crude oil price increased by 8.15% over the past month to $72.210 per barrel, but decreased by 1.00% over six months [2] - Gold prices rose by 0.88% over the past month to $3,332.69 per ounce, with a significant increase of 19.24% over six months [2] Company-Specific Developments - JD.com announced a voluntary public acquisition offer for CECONOMY AG at €4.60 per share, with full support from CECONOMY's supervisory and management boards [13] - Adidas reported a 58% year-on-year increase in operating profit for Q2, reaching €546 million, surpassing market expectations [15] - Guotai Junan International successfully issued the first public digital native bond by a Chinese brokerage, with a size of up to $300 million [16] Economic Indicators - Eurozone GDP grew by 0.1% quarter-on-quarter in Q2, exceeding expectations, with an annual growth of 1.4% [17] - The U.S. GDP for Q2 showed an annualized growth of 3%, rebounding from a contraction in Q1 and surpassing the expected 2.4% [18]

Group 1: Market Sentiment and Technical Analysis - The Hang Seng Index (HSI) shows a mixed sentiment with bullish investors expecting a rebound and bearish investors anticipating a drop to the 24,900 heavy load area [1] - Technical analysis indicates a primary buy signal for HSI, with a resistance level at 25,748 and a suggested recovery price for bearish options at 25,688, which is close to the resistance level [1] - For China Petroleum (00857.HK), a strong buy signal is noted, with the first resistance level at 8.18, indicating potential for further upward movement [3] Group 2: Individual Stock Analysis - China Resources Beer (00291.HK) is showing a buy signal with a closing price of 27.25, and resistance at 28.1, suggesting potential for a rebound [6] - Tencent Holdings (00700.HK) has a buy signal with 14 buy and 5 sell signals, and a resistance level at 560, with support levels at 529 and 510 for potential low-price entry [9] - Meituan-W (03690.HK) has a short-term buy signal with a closing price of 127.4, and support levels at 122.1 and 116.1 [11] - China Life Insurance (02628.HK) is on a strong upward trend with a buy signal, resistance levels at 24.6 and 27, both below the 30 mark [13]

智通财经APP获悉，百度集团-SWR(89888)、京东健康-R(86618)、友邦保险-R(81299)上一交易日沽空比 率位于前三位，分别为99.23%、92.28%、90.91%。理想汽车-W(02015)、阿里巴巴-SW(09988)、腾讯控 股(00700)的沽空金额位居前三，分别为24.66 亿元、18.28 亿元、17.98 亿元。友邦保险-R(81299)、百度 集团-SWR(89888)、京东健康-R(86618)的偏离值位居前三，分别为38.31%、34.96%、34.77%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | | 偏离值 | | --- | --- | --- | --- | --- | | 百度集团-SWR(89888) | 201.23 万元 | 99.23% | 34.96% | | | 京东健康-R(86618) | 2.82 万元 | 92.28% | 34.77% | | | 友邦保险-R(81299) | 68.00 万元 | 90.91% | 38.31% | | | 比亚迪股份-R(81211) | 487.15 万元 | 74.06% ...

7月30日，沪深两融数据显示，中国石油获融资买入额0.79亿元，居两市第268位，当日融资偿还额0.92 亿元，净卖出1308.73万元。 最近三个交易日，28日-30日，中国石油分别获融资买入0.99亿元、0.52亿元、0.79亿元。 融券方面，当日融券卖出13.62万股，净卖出12.65万股。 来源：金融界 ...

Group 1 - China National Petroleum Corporation (CNPC) recently registered 27 new software copyright projects, including "iLOMS Detection Task Scheduling and Sample Receipt System V1.0" and "iLOMS Key Laboratory Information Management and Display Platform V1.0" [1] - According to data from Tianyancha, CNPC has invested in a total of 1,285 enterprises and participated in 496 bidding projects [1] - The company holds 107 trademark registrations and 30,538 patent registrations, along with 169 administrative licenses [1]

Group 1 - China National Petroleum Corporation (CNPC) has recently registered 27 new software copyrights, including various systems for laboratory management, oil reservoir modeling, and data processing [1] - In 2023, CNPC registered a total of 362 software copyrights, representing an increase of 11.04% compared to the same period last year [1] - The company invested 23.014 billion yuan in research and development in 2024, which is a year-on-year increase of 4.77% [1] Group 2 - CNPC has made investments in 1,285 enterprises and participated in 496 bidding projects [2] - The company holds 107 trademark registrations and 30,538 patents, along with 169 administrative licenses [2]

Group 1 - In 2025, China has 130 companies listed in the Fortune Global 500, a decrease of 3 from the previous year, ranking second after the United States [2] - The total revenue of the 130 Chinese companies for 2024 is approximately $10.7 trillion, with an average sales revenue of about $82 billion [2] - The average profit of companies from mainland China and Hong Kong increased from $3.9 billion to $4.2 billion, a year-on-year increase of 7.4% [2] Group 2 - Major Chinese tech companies such as JD.com, Alibaba, Tencent, Pinduoduo, and Meituan continue to grow in a competitive landscape, with their rankings improving [3] - Pinduoduo saw the most significant ranking increase, jumping 176 places to rank 266, while Meituan rose 57 places to rank 327 [3] - JD.com remains the highest-ranked private company from mainland China at position 44, while Huawei's revenue is close to $120 billion, although its profit decreased to approximately $8.7 billion [3] Group 3 - Ten Chinese automotive and parts companies made it to the 2025 Fortune Global 500, with Chery's revenue increasing from $39.1 billion to $59.7 billion, elevating its rank by 152 places to 233 [3] - BYD's ranking improved by 52 places to 91, marking its first entry into the top 100, while Geely's revenue rose from $70.4 billion to $79.9 billion [3] - Xiaomi's ranking increased by 100 places to 297, achieving its largest growth since its debut in 2019 [3] Group 4 - The total revenue of the 2025 Fortune Global 500 companies is approximately $41.7 trillion, exceeding one-third of the global GDP, with a year-on-year growth of about 1.8% [4] - The profit of the 500 companies collectively reached nearly $3 trillion, marking the second-highest profit total in history [4] - Saudi Aramco remains the most profitable company with a profit of about $105 billion, despite a year-on-year decline of approximately 13% [4] Group 5 - Walmart has been ranked as the largest company globally for the twelfth consecutive year, followed by Amazon and State Grid Corporation of China [4] - The ranking threshold for the Fortune Global 500 increased from $32.1 billion to $32.2 billion [4] - The total assets and net assets of the listed companies reached their highest levels since the inception of the Fortune Global 500 [4]

港股全天承压下挫，其中，恒科指表现最差，午后一度跌超3%，恒指及国指则均跌超1%。截止收盘， 恒生指数跌1.36%或347.52点，报25176.93点，全日成交额为3196.52亿港元；恒生国企指数跌1.18%，报 9038.27点；恒生科技指数跌2.72%，报5490.76点。 光大证券认为，港股整体盈利能力相对较强，同时互联网、新消费、创新药等资产相对稀缺，结合当前 估值仍偏低，长期配置性价比仍较高。近期恒生指数已经突破了前期高点，上涨阻力较小，在国内稳增 长政策的持续发力下，港股市场未来或许将继续震荡上行。 蓝筹股表现 理想汽车-W(02015)领跌蓝筹。截至收盘，跌12.84%，报104.5港元，成交额72.83亿港元，拖累恒指 33.77点。7月29日晚，理想首款纯电SUV——理想i8正式发布。i8定位中大型豪华家用市场，主要竞争 对手包括问界M9纯电动版、特斯拉Model X和蔚来ES8等车型。理想i8共推出3款配置车型，官方指导价 32.18万至36.98万元，低于此前公布的35万元至40万元预售价格。据悉，理想i8将在今年8月20日开启交 付。 其他蓝筹股方面，中石油(00857)涨3.85 ...

Market Overview - The Hong Kong stock market indices continued to decline in the afternoon, with the Hang Seng Tech Index dropping over 3.1% at one point, ultimately closing down 2.72%, marking five consecutive days of decline [1] - The Hang Seng Index and the State-Owned Enterprises Index saw slight increases of 1.36% and 1.18%, respectively [1] Sector Performance - Major technology stocks experienced widespread declines, with Alibaba and JD.com falling nearly 3%, and Baidu down 2% [2] - The automotive sector faced significant pressure, with July retail sales of narrow passenger vehicles reportedly down over 11% month-on-month, leading to increased selling in automotive stocks [2] - Semiconductor stocks underperformed throughout the day, with leading company SMIC dropping nearly 6% [2] - Biopharmaceutical stocks, which had been rising, saw a correction [2] - Oil prices rebounded to around $70 due to geopolitical tensions, benefiting oil stocks, with China Petroleum rising nearly 4% [2] - The "three-child" concept stocks gained momentum, while coal, electricity, and steel sectors showed relative activity as part of the "anti-involution" theme [2] Notable Stock Movements - Li Auto saw a significant drop of over 12%, while other major players like BYD, Xpeng, and NIO fell over 5% [4][9] - Semiconductor stocks led the declines, with SMIC down over 6% and other semiconductor companies also experiencing losses [5][6] - Apple-related stocks declined, with GoerTek falling over 5% and other related companies like Sunny Optical and BYD Electronics also down [7][8] - Oil stocks rose, with China Petroleum and Sinopec both increasing by over 3% [10][11] - The "three-child" concept stocks performed well, with H&H International Holdings rising over 11% [12][13] Capital Flows - Southbound funds recorded a net inflow of HKD 11.714 billion, with the Shanghai-Hong Kong Stock Connect contributing HKD 6.427 billion and the Shenzhen-Hong Kong Stock Connect contributing HKD 5.287 billion [20] Market Outlook - Analysts suggest that the Hong Kong market may continue to experience a gradual recovery driven by fundamental factors, with a focus on the Hang Seng Tech Index, biopharmaceuticals, and AI concepts [22]