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]

Core Viewpoint - The A-share market experienced a slight rise, while the Hong Kong stock market opened higher, with the steel and oil sectors leading the gains. The Pacific Securities highlighted the increasing value of the Hong Kong Central State-Owned Enterprises (SOE) Dividend ETF, indicating a growing preference for high-dividend stocks in the Hong Kong market [1]. Group 1: Market Performance - As of 11:30 AM, the Hong Kong Central State-Owned Enterprises Dividend ETF (520660.SH) rose by 1.75%, and China Petroleum & Chemical Corporation increased by 2.39% [1]. - The overall performance of the Hong Kong stock market showed a positive trend, particularly in sectors such as steel and oil [1]. Group 2: Investment Insights - The cross-border ETF capital flow indicates that Hong Kong dividend ETFs are receiving significant attention, with net inflows ranking high, reflecting a market preference for high-dividend sectors [1]. - Current Hong Kong SOEs exhibit high dividend advantages and significant undervaluation, coupled with deepening SOE reforms and improved profit stability, suggesting that dividend rates are likely to remain high [1]. - The low-interest-rate environment enhances the attractiveness of dividend assets, further supported by the convenience of the Hong Kong Stock Connect mechanism and the ongoing trend of southbound capital inflows [1]. Group 3: Sector Analysis - Hong Kong SOEs are primarily concentrated in the financial, energy, and public utility sectors, benefiting from policy expectations and a declining interest rate environment, which provides high certainty in profits and dividends [1]. - The cost-effectiveness of sector allocation in Hong Kong SOEs is highlighted, making them an appealing investment choice [1].

Core Viewpoint - The launch of HiSimPro, a dynamic simulation engine software for integrated underground and surface oil and gas reservoir management, marks a significant technological breakthrough in China's oil and gas field development, enhancing national energy security and supply chain resilience [1][4]. Group 1: Software Features and Capabilities - HiSimPro integrates five primary functional modules and 24 secondary functional modules, supporting simulations for large-scale grids and thousands of wells [2]. - The software provides comprehensive lifecycle support for oil and gas field development, from design to production optimization, acting as a "digital brain" and "perspective eye" for oil fields [2]. - It enhances the scientific predictability of development plans and helps oil companies effectively reduce production declines, ensuring more efficient, safe, and economical extraction of oil and gas [2][3]. Group 2: Application and Impact - HiSimPro has been applied in over 300 oil and gas field blocks, including Daqing, Changqing, and Tarim, demonstrating its capability to adapt to various complex development scenarios [3]. - The software has proven effective in optimizing development plans, improving recovery rates, and ensuring the safe operation of gas storage facilities, thus significantly boosting production efficiency [3]. Group 3: Strategic Initiatives and Future Plans - China National Petroleum Corporation (CNPC) emphasizes the importance of industrial software technology development as a major mission for national energy security, planning to deepen the integration of technological and industrial innovation [4]. - CNPC has initiated a collaborative ecosystem for the oil and petrochemical software industry, signing cooperation agreements with universities and other companies to enhance research and application [4].

消息面上，隔夜国际油价显著走高，WTI原油期货收涨3.75%，报69.21美元/桶。布伦特原油期货收涨 3.53%，报72.51美元/桶。据报道，特朗普称对俄罗斯设定10-12天的新截止日期，若没有达成协议，将 对俄罗斯石油实施二级制裁。东吴期货指，传统消费旺季以及柴油短缺能够支撑市场阶段性抵御供应增 加，短期供应端扰动下市场氛围偏强。不过长期依然偏空，这在旺季结束后将越来越明显。关注 OPEC+9月产量政策和中美关税谈判结果。 智通财经APP获悉，三桶油集体上扬，截至发稿，中石油(00857)涨2.66%，报7.73港元；中石化(00386) 涨2.17%，报4.7港元；中海油(00883)涨2.01%，报19.28港元。 ...