| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00346 | 延长石油国际 | -2.38% | 0.410 | 4.51亿 | | 00857 | 中国石油股份 | -1.62% | 7.300 | 1.34万亿 | | 00883 | 中国海洋石油 | -1.18% | 18.440 | 8764.52亿 | | 00386 | 中国石油化工股份 | -1.15% | 4.280 | 5189.3亿 | | 02883 | 中海油田服务 | -0.72% | 6.890 | 328.76亿 | | 00135 | 昆仑能源 | -0.27% | 7.520 | 651.14亿 | 来源:金融界 由于石油出口国组织(OPEC)和俄罗斯等产油国组成的OPEC+同意9月提高原油产量，国际油价下挫，拖 累港股市场石油股集体下跌。其中，延长石油国际得超2%，"三桶油"中的中国石油股份跌1.6%，中国 海洋石油和中国石油化工股份跌1.1%。 分析人士指出，随着美国一系列疲软经济数据引发对需求前景的担忧，国际油价下行。"美国就业市场 ...

Group 1 - OPEC and allied oil-producing countries, including Russia, agreed to increase oil production in September, leading to a decline in international oil prices and negatively impacting Hong Kong's oil stocks [1][2] - The stock performance of major oil companies in Hong Kong showed declines, with Yanchang Petroleum International down 2.38%, China National Petroleum Corporation down 1.62%, China National Offshore Oil Corporation down 1.18%, and Sinopec down 1.15% [2] - Analysts noted that weak economic data from the U.S. raised concerns about oil demand, with significant cooling in the U.S. job market and the fastest contraction in factory activity in nine months contributing to these worries [2] Group 2 - OPEC+ reached an agreement to increase production by 547,000 barrels per day starting in September, which adds further pressure on oil prices [2]

由于石油出口国组织(OPEC)和俄罗斯等产油国组成的OPEC+同意9月提高原油产量，国际油价下挫，拖 累港股市场石油股集体下跌。其中，延长石油国际得超2%，"三桶油"中的中国石油股份跌1.6%，中国 海洋石油和中国石油化工股份跌1.1%。 分析人士指出，随着美国一系列疲软经济数据引发对需求前景的担忧，国际油价下行。"美国就业市场 明显降温，以及工厂活动出现九个月以来最快的收缩，引发了市场对原油需求疲软的担忧，"澳新银行 研究部在报告中表示。此外，欧佩克+在刚过去的周末达成协议，将于9月起日均增产54.7万桶，这一消 息也对油价构成压力。 | 代码 | 名称 | 涨跌幅 へ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00346 | 延长石油国际 | -2.38% | 0.410 | 4.51亿 | | 00857 | 中国石油股份 | -1.62% | 7.300 | 1.34万亿 | | 00883 | 中国海洋石油 | -1.18% | 18.440 | 8764.52亿 | | 00386 | 中国石油化工股份 | -1.15% | 4.280 | 5 ...

2025 年 8 月 3 日 行业研究 四大石化央企召开年中工作会议，政治局会议再度强调"反内卷" ——石油化工行业周报第 414 期（20250728—20250803） 要点 四大石化央企召开年中工作会议，强调深化改革、科技创新与能源安全。本 周中国石油、中国石化、中国海油、中国中化集团分别召开 2025 年中工作会 议，中国石油要求深化体制改革和科技创新，结合发展新质生产力的需要，持 续推进公司治理体系和治理能力现代化。中国石化强调推动产业转型升级和科 技创新融合，加快管理体系变革。中国海油坚持降本增效、科技创新，加快培 育海洋能源新质生产力，纵深推进国企改革深化提升行动。在国企改革深化的 背景下，"三桶油"有望推进体制机制改革和管理创新，不断清除制约高质量 发展、新质生产力培育的体制机制障碍，有望不断向高端产业链延伸，同时突 破各项"卡脖子"技术，引领我国石化产业高质量发展。同时，"三桶油"持 续深化数智赋能和数智化转型，有望推进数智赋能创新，驱动主业与数智产业 协同发展。此外，"三桶油"强调能源安全保障，有望增强能源高效供给能力， 深化油气业务结构优化和质量效益提升。 政治局会议强调治理无序竞争与产 ...

Group 1 - The core point of the article is that China National Petroleum Corporation has obtained a patent for a method, device, equipment, and medium for calculating layer velocity data [1] - The patent was granted with the announcement number CN114861515B and the application date was February 2021 [1] - China National Petroleum Corporation was established in 1999 and is primarily engaged in oil and gas extraction [1] Group 2 - The registered capital of China National Petroleum Corporation is 18,302,097,000 RMB [1] - The company has made investments in 1,285 enterprises and participated in 445 bidding projects [1] - The company holds 38 trademark registrations and has 5,000 patent records, along with 168 administrative licenses [1]

Core Viewpoint - The China Petroleum Jilin Sales Company held a report meeting to promote the spirit of oil and the Daqing spirit, emphasizing the importance of innovation, management strength, and achieving excellence in operations [1][6]. Group 1: Event Overview - The report meeting featured 12 representatives from frontline sales and corporate departments who shared their experiences and insights [1][3]. - Nearly a thousand employees participated in the meeting through various video conference venues [1][3]. Group 2: Key Presentations - Chen Yong, manager of the Longfeng Station, shared his journey from a gas station attendant to a manager, highlighting the core spirit of oil workers [3]. - Liu Qian, manager of the Pingxi Station, emphasized the importance of understanding customer needs in service delivery [3]. - Zhang Jun, deputy director of the Meihe Oil Depot, discussed the transformative power of the "large team" reform [3]. - Xu Lihong, manager of the Huichun Gas Station, illustrated the significance of mindset and service upgrades in the transition to comprehensive energy service stations [3]. - Su Ziyao, former manager of the Huashan Station, shared the success story of transforming a quiet station into a bustling one through mindset changes [3]. - Lin Lin, manager of the Excellence Station, conveyed the importance of teamwork in striving for excellence [3]. Group 3: Leadership Insights - Zhang Liyue, deputy secretary of the Panshi District Party Branch, showcased the spirit of responsibility and leadership during critical moments [4]. - Zhao Runan, the youngest presenter from the Qian Gu Station, demonstrated the innovative power of youth [4]. - Wang Nan, manager of the Beijing Road Station, shared a story of achieving high customer satisfaction through dedicated service [4]. Group 4: Conclusion and Future Goals - The meeting concluded with a call to action from Fu Hongbin, the company's Party Secretary and Executive Director, urging employees to focus on key performance indicators and leverage innovation for growth [6]. - The report meeting aimed to inspire and empower employees, aligning with the company's educational activities focused on innovation and management excellence [6].

Core Viewpoint - The China Securities Index for cyclical steady growth has shown a mixed performance, with a recent decline in the index while maintaining a positive trend over the past month and three months [1][2]. Group 1: Index Performance - The Shanghai Composite Index decreased by 0.37%, while the China Securities Index for cyclical steady growth 50 fell by 0.84%, closing at 1652.84 points with a trading volume of 17.107 billion yuan [1]. - Over the past month, the cyclical steady growth 50 index has increased by 3.62%, and over the last three months, it has risen by 7.90%. However, year-to-date, it has declined by 1.53% [1]. Group 2: Index Composition - The cyclical steady growth 50 index comprises 50 companies selected based on low price-to-book ratios, high revenue growth, and high return on equity (ROE) [1]. - The top ten weighted companies in the index include China State Construction (9.6%), China Petroleum (9.45%), and COSCO Shipping Holdings (9.33%) among others [1]. - The index is primarily composed of companies listed on the Shanghai Stock Exchange, which accounts for 76.10% of the index, while the Shenzhen Stock Exchange represents 23.90% [1]. Group 3: Sector Allocation - The sector allocation of the cyclical steady growth 50 index shows that materials account for 40.39%, industrials for 29.59%, and energy for 28.80%, with real estate making up only 1.22% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].

金融界2025年8月1日消息，汇添富沪深300安中指数A(000368) 最新净值1.9429元，下跌0.78%。该基金 近1个月收益率4.19%，同类排名724|1620；近3个月收益率8.95%，同类排名883|1541；今年来收益率 3.61%，同类排名1108|1423。 汇添富沪深300安中指数A股票持仓前十占比合计22.91%，分别为：中国神华（3.43%）、长江电力 （3.09%）、贵州茅台（2.90%）、中国石油（2.39%）、中国石化（2.16%）、陕西煤业（2.12%）、中 国电信（1.98%）、中国移动（1.68%）、中兴通讯（1.63%）、新易盛（1.53%）。 公开资料显示，汇添富沪深300安中指数A基金成立于2013年11月6日，截至2025年6月30日，汇添富沪 深300安中指数A规模13.75亿元，基金经理为吴振翔。 简历显示：吴振翔先生:中国国籍,中国科学技术大学管理学博士,中国科学院数学与系统科学院应用数学 专业博士后。曾任长盛基金管理有限公司金融工程研究员、上投摩根基金管理有限公司产品开发高级经 理。2008年3月加入汇添富基金管理股份有限公司,历任产品开发高级经理、数量 ...

近期，国务院国资委组织完成2025年中央企业采购与供应链管理对标评估工作。经审定，A级企业33 家，其中包括国家电网、南方电网、中国移动、中国石化、中国联通、中国电信、中国华能、中国中 车、中国石油、国家能源集团等。（中证金牛座） ...

8月1日，中国石油今日收盘8.51元，下跌4.06%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到9.40倍，总市值15575.09亿元。 中国石油天然气股份有限公司的主营业务是原油及天然气的勘探、开发、生产、输送和销售及新能源业 务；原油及石油产品的炼制，基本及衍生化工产品、其他化工产品的生产和销售及新材料业务；炼油产 品和非油品的销售以及贸易业务；天然气的输送及销售业务。公司的主要产品是油气、新能源、炼油化 工和新材料、天然气。 最新一期业绩显示，2025年一季报，公司实现营业收入7531.08亿元，同比-7.34%；净利润468.07亿元， 同比2.30%，销售毛利率21.09%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2中国石油9.409.461.0015575.09亿行业平均 12.7711.481.201822.90亿行业中值30.5334.601.6461.42亿1中国海油9.158.941.5712329.27亿3广汇能源 12.1711.701.25346.45亿4*ST新潮13.5813.431.19273.38亿5中国石化15.2413.710.83689 ...