智通财经APP获悉，中银国际发布研报称，根据国际财务报告准则，中国石油化工股份(00386)上半年净 利润同比下降36%至238亿元人民币，比该行预期高出8%。差异主要源于其勘探生产部门和炼油部门的 盈利以及来自联营公司和合资公司的盈利高于预期。由于预期油价下跌，该行预计公司2025年下半年盈 利将按季下降12%。该行将2025-2027年盈利预测上调3-6%，并将目标价由4.59港元上调至4.78港元，重 申"持有"评级。 ...

"创新行动"，异业合作赋新能。加强异业资源应用，主动对接市商务局争取汽车促销费政策，落地购车 赠加油卡活动。尝试滴滴加油合作。（通讯员： 陈修龙） "拓客行动"，打造增量宽赛道。按照价值排序落实点将开发，锚定驾校、婚庆车队、租车平台，着力推 动银行系统、医护行业的总对总团体客户开发，加快存量单位客户团体转化，深挖抖音客户库潜力，开 展睡眠抖音客户促活专项行动。 "留客行动"，迁移存客促消费。抓好存量客户迁移。针对停业改造、退租的油站，实施"三好"服务：提 前20天进行客户梳理，做好停业前（加油赠分流券、即时短信触达）客户梳理，做好停业中（跟踪分流 消费、电话引导提醒）客户引导，做好营业后（回流权益生效、睡眠客户唤醒）客户回流。组建团组阿 米巴运行模式，创新停业站分流营销，客户留存率达到53%以上。 7月份，济南公司积极落实山东公司年度工作会议精神，瞄定"跑赢大势、跑赢同行、上半年销量同比不 降"总体目标，以市场为导向、客户为中心，完成率达109%，全省排名第3，同比增幅10%，市场份额 同比提升4.5%，为下半年市场攻坚注入强劲动能。 "提质行动"，筑牢存量基本盘。丰富营销工具，消除抖音油品券下架不利因素，着 ...

Group 1 - The core viewpoint of the article is the establishment of a new innovation center by China National Petroleum Corporation (CNPC) in Beijing, indicating a strategic move towards enhancing technological capabilities [1] - The newly formed company, Zhongyou Jifu (Beijing) Innovation Center Co., Ltd., has a registered capital of 42 million yuan, which reflects CNPC's commitment to investing in technology and innovation [1] - The business scope of the new center includes software development for network and information security, data processing services, and the sale and rental of mechanical equipment, showcasing a diverse range of operational focuses [1]

Core Insights - The company held a mid-year operational analysis meeting to summarize the first half of 2025 and plan for the second half, ensuring high-quality completion of annual targets [1] - The company achieved significant accomplishments in the first half, including recognition as an advanced party committee and leading performance in gasoline business profitability [1] - Challenges identified include underperformance in diesel management, slow development in LNG and charging businesses, and the need to enhance asset, resource, and per capita efficiency [2] Group 1 - The company received the advanced party committee honor for the 2023-2025 period and achieved first place in gasoline profit margin completion rate in the province [1] - The company’s performance in non-oil profit structure adjustment was notable, being the only unit in the province to meet both revenue and profit targets [1] - The company ranked first in provincial performance assessments for party-building efforts from January to June [1] Group 2 - The company faces significant pressures from market, policy, and network factors that require proactive planning [2] - To address weak asset efficiency, the company aims to enhance network value management and innovate its operational mechanisms [2] - The company plans to optimize diesel customer structure and improve personnel configuration to boost per capita efficiency [2]

Group 1 - Key Point 1: Focus on the release of important economic data including the US July PCE, Q2 GDP, and July durable goods orders, as well as China's August official PMI and July profits of large-scale industrial enterprises [1] - Key Point 2: Companies scheduled to announce earnings include Nvidia, Alibaba, Meituan, Pinduoduo, Luxshare Precision, Newray, and Zhongji Xuchuang [1] - Key Point 3: Additional tariffs imposed by the US on India, bringing the total tariff rate to 50% [1][5] Group 2 - Key Point 1: Earnings announcements on August 25 include Pinduoduo, Haidilao, Luxshare Precision, Poly Development, Hengli Hydraulic, and Newray [2] - Key Point 2: On August 26, key economic indicators such as the US July durable goods orders will be released, along with earnings from companies like China Petroleum and Aier Eye Hospital [3] - Key Point 3: On August 27, the release of China's July profits of large-scale industrial enterprises is anticipated, alongside earnings from companies like Nvidia and Meituan [4] Group 3 - Key Point 1: On August 28, the US will release revised Q2 GDP and PCE data, with earnings announcements from companies like Yili and Mindray [5] - Key Point 2: On August 29, the US July PCE price index will be released, with Alibaba also announcing its earnings [6] - Key Point 3: China's August official manufacturing PMI will be released on August 31 [7]

Group 1: Government Policies and Economic Measures - The State Council held a meeting to discuss the implementation of large-scale equipment updates and the trade-in policy for consumer goods, aiming to boost sports consumption and promote high-quality development in the sports industry [1] - The National Development and Reform Commission is drafting rules to regulate pricing behavior in the platform economy, emphasizing transparency and compliance with pricing regulations [2] - The People's Bank of China will conduct a 600 billion MLF operation on August 25 to maintain liquidity in the banking system [5] Group 2: Industry Developments - The China Photovoltaic Industry Association called for stronger industry self-discipline to combat malicious competition and ensure fair market order [3] - Industrial Fulian reported significant improvements in production and delivery of its GB200 series products, with expanded capacity to meet growing customer demand [9] - Longjiang Electric Power announced that its controlling shareholder plans to increase its stake in the company by 4 billion to 8 billion yuan within the next 12 months [10] Group 3: Market Movements and Corporate Actions - The Hang Seng Index Company announced the inclusion of China Telecom, JD Logistics, and Pop Mart in the Hang Seng Index, increasing the number of constituent stocks to 88 [7] - Dongfeng Group announced plans for privatization and delisting while its subsidiary, Lantu Automobile, is set to list on the Hong Kong Stock Exchange [8]

2011年10月，世界海拔最高的拉萨天然气站建成投产，槽车运送的液化天然气在该站气化后输送至民众 家中，拉萨市结束了作为中国唯一未使用天然气的省区市首府的历史。2019年7月，拉萨天然气站改扩 建完成，气化能力由每日15万立方米提升到35万立方米，液化天然气储备由2000立方米扩能到2900立方 米。 对拉萨民众而言，天然气意味着新生活的到来。"小时候跟着爸爸上山拾柴，手冻得通红；现在拧开阀 门就能做饭，屋里暖烘烘的。"罗布顿珠的回忆，道出万千家庭的变化。 图为拉萨 天然气站。青海公司 供图 2010年6月，"气化西藏"工程启动。该工程将气源地设在青海省海西州格尔木市戈壁，满载液化天然气 的槽车往返于1140公里运输线，风沙、冰雪、险路从未阻断这条"能源动脉"。 中新网西宁8月23日电 (袁月 孙睿)记者23日从中国石油天然气股份有限公司天然气销售青海分公司(以下 简称"青海公司")获悉，自2010年中国石油"气化西藏"工程启动以来，该公司以格尔木LNG工厂为起 点，累计将超5.5亿立方米的天然气输送至拉萨。 15年来，西藏当地企业用上清洁能源，生产效率大幅提升；公交车更换为液化天然气，城市出行更低 碳，累计 ...

Core Insights - China National Petroleum Corporation (CNPC) has obtained a patent for a "high-viscosity system volatilization device," indicating innovation in its operational technology [1] Company Overview - CNPC was established in 1999 and is headquartered in Beijing, primarily engaged in oil and natural gas extraction [1] - The company has a registered capital of 18,302,097,000 RMB [1] - CNPC has invested in 1,287 enterprises and participated in 443 bidding projects [1] - The company holds 38 trademark registrations and 5,000 patent records, along with 168 administrative licenses [1]

Core Insights - China National Petroleum Corporation's Changqing Oilfield has achieved a historic milestone by storing over 1 million tons of carbon dioxide, marking a significant advancement in CCUS technology [1][2] - The implementation of CO2 injection as a medium for oil extraction has improved oil recovery efficiency by 25% compared to traditional water-based methods [1] - Changqing Oilfield has developed a unique "Changqing Model" for CCUS, addressing 15 key challenges across three major areas: reservoir, injection and production, and surface engineering [1] CCUS Industrialization Efforts - During the 14th Five-Year Plan, Changqing Oilfield is deploying three large-scale CCUS industrial projects in Shaanxi, Gansu, and Ningxia provinces, each with a capacity of 1 million tons [2] - The CCUS-EOR trial in the Shaanxi Jiyuan Oilfield has expanded to 11 injection and 47 production wells, achieving an injection capacity of 100,000 tons per year [2] - The Ningxia oil region has established a collaborative model involving government, oil and gas production companies, and large coal chemical enterprises, with a current injection capacity of 400,000 tons per year [2] Environmental Impact - The 1 million tons of carbon stored is equivalent to planting over 54 million trees, highlighting the ecological benefits of the CCUS initiatives [2] - With the rollout of three million-ton projects, Changqing Oilfield anticipates further breakthroughs in carbon storage over the next five years [2] - The company aims to refine project construction around three technical models: tight oil area drive, low permeability gravity-assisted drive, and shale oil energy supplementation, contributing to China's dual carbon goals [2]

Group 1 - The core point of the article is that China National Petroleum Corporation has obtained a patent for a technology related to sand-carrying liquid, which may enhance its operational capabilities in the oil and gas sector [1] - The patent, titled "A Sand-Carrying Liquid Based on Liquid and Its Application," was granted with the announcement number CN117264619B, and the application date was June 2022 [1] - China National Petroleum Corporation was established in 1999 and is primarily engaged in oil and gas extraction, with a registered capital of 18,302,097,000 RMB [1] Group 2 - The company has made investments in 1,287 enterprises and participated in 443 bidding projects [1] - It holds 38 trademark registrations and has accumulated 5,000 patent records, indicating a strong focus on innovation and intellectual property [1] - Additionally, the company possesses 168 administrative licenses, reflecting its compliance and operational capabilities within the industry [1]