Core Insights - China's largest ultra-deep oil and gas field, the Fuman Oil and Gas Field, has achieved a daily production of over 10,000 tons of oil and gas, marking a new phase in the large-scale production of 8000-meter ultra-deep oil and gas extraction [1][4] Group 1: Production Achievements - The Tarim Oilfield has discovered 70 major oil and gas-rich faults in the desert's deep layers and has drilled over 300 ultra-deep wells, primarily producing light crude oil accompanied by natural gas [3] - The Fuman Oil and Gas Field has successfully drilled 30 high-yield ultra-deep wells this year, contributing to the sustained increase in oil and gas production [4] - The Tarim Oilfield has developed 150 ultra-deep wells with a cumulative output exceeding 10,000 tons, with 35 of these wells surpassing 100,000 tons in cumulative production [6] Group 2: Infrastructure and Capacity - New oil and gas processing facilities have been established along underground fault lines, enhancing the oil and gas processing capacity to 5 million tons annually [6] - The daily extraction includes nearly 10,000 tons of crude oil and the recovery of approximately 5 million cubic meters of natural gas [6]

证券之星消息，7月29日炼化及贸易板块较上一交易日上涨1.03%，中国石油领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。炼化及贸易板块个股涨跌见下表： 从资金流向上来看，当日炼化及贸易板块主力资金净流出4.01亿元，游资资金净流入1.73亿元，散户资 金净流入2.28亿元。炼化及贸易板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 8.72 | 1.87% | 163.96万 | 14.21亿 | | 603353 | 和顺石油 | 16.74 | 0.97% | 4.12万 | 6862.39万 | | 600688 | 上海石化 | 2.93 | 0.69% | 32.66万 | 9502.73万 | | 002408 | 齐翔腾达 | 5.37 | 0. ...

Core Viewpoint - The China Securities Index Hong Kong 300 Energy Index has shown significant growth, with a 8.00% increase over the past month, 15.98% over the past three months, and a 3.91% increase year-to-date [1]. Group 1: Index Performance - The China Securities Index Hong Kong 300 Energy Index is currently at 2581.38 points [1]. - The index reflects the overall performance of different industries in the Hong Kong market, categorized according to the China Securities Industry Classification Standard [1]. Group 2: Index Composition - The index is composed entirely of securities listed on the Hong Kong Stock Exchange, with a 100.00% allocation [1]. - The sector breakdown of the index includes: - Oil refining at 41.93% - Integrated oil and gas companies at 32.52% - Coal at 23.28% - Oilfield services at 1.56% - Coking at 0.72% [1]. Group 3: Sample Adjustment - The index samples are adjusted biannually, specifically on the next trading day after the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the underlying index [2].

Group 1 - The 27th China International High-Tech Achievements Fair (referred to as the High-Tech Fair) will take place from November 14-16, 2025, at the Shenzhen International Convention and Exhibition Center, marking a significant event in the global technology landscape [1][11] - The High-Tech Fair has been held 26 times since its establishment in 1999, becoming a crucial platform for showcasing cutting-edge technology and promoting brand visibility for Chinese tech companies [1][3] - Over 5,000 renowned enterprises, including major players like Huawei, BYD, and Xiaomi, are expected to showcase their latest technological innovations at this year's fair [5][9] Group 2 - The exhibition area for the 27th High-Tech Fair is planned to cover 400,000 square meters, with participation from over 100 countries and regions, focusing on the latest high-tech developments and facilitating technology transactions [3][6] - Specialized exhibition areas will be set up to highlight advancements in various fields, including artificial intelligence, robotics, semiconductor technology, and clean energy, aiming to drive innovation and collaboration [6][8] - The fair aims to attract significant investment, with intentions exceeding 1 billion yuan in various sectors, including biomedical and hard technology, indicating strong market interest and potential for growth [11][9] Group 3 - The previous High-Tech Fair achieved record-breaking results, with over 40,000 professional visitors and a transaction amount exceeding 120 billion yuan, showcasing its status as a leading global technology event [9][11] - The fair serves as a vital platform for technology transfer and enterprise financing, fostering deep integration between technology and the economy, and stimulating innovation [11][9] - The event will also feature numerous forums and procurement meetings, facilitating connections between technology providers and investors, further enhancing the collaborative environment [9][11]

Core Viewpoint - The launch of HiSimPro, a domestically developed integrated dynamic simulation software for oil and gas fields, marks a significant technological breakthrough in China's oil and gas industry, enhancing the resilience of the supply chain [2][3]. Group 1: Software Features and Capabilities - HiSimPro is a large-scale industrial software developed by China National Petroleum Corporation (CNPC) with complete independent intellectual property rights, featuring integrated dynamic simulation capabilities for oil and gas reservoir engineering, production engineering, and transportation engineering [2]. - The software includes five primary functional modules and 24 secondary functional modules, supporting simulations with grid scales in the millions and thousands of wells [2]. - HiSimPro provides full lifecycle support for oil and gas field development, from design to production optimization, and can simulate and optimize operations across underground, pipeline, and surface systems [3]. Group 2: Applications and Benefits - The software acts as a "digital brain" and "perspective eye" for oil fields, predicting oil-rich areas and optimizing water injection strategies, monitoring flow in pipelines, and preventing operational issues [3]. - HiSimPro is applicable to various types of reservoirs, including medium to high permeability, low permeability, ultra-low permeability, fractured, and shale oil and gas reservoirs, and has been implemented in over 300 oil and gas field blocks, including Daqing, Changqing, and Tarim [3]. Group 3: Future Development and Collaboration - CNPC aims to deepen the integration of technological and industrial innovation, establishing a tiered innovation system for industrial software development and application [4]. - The company emphasizes the importance of building an industrial software ecosystem, fostering collaboration among industry, academia, and research institutions, and enhancing talent development in the field [5]. - During the software launch event, CNPC initiated a collaborative initiative for the petroleum and petrochemical industrial software ecosystem and signed cooperation agreements with several universities and industry representatives [5].

Core Viewpoint - The energy industry is committed to implementing the decisions of the central government and aims to be a leader in high-quality targeted assistance work, emphasizing the importance of consumption assistance in promoting the development of impoverished areas [1][2]. Group 1: Meeting Overview - The National Energy Administration organized a conference on the consumption assistance cooperation action in the energy sector for 2025, attended by key representatives from 17 major energy state-owned enterprises [2]. - The meeting highlighted the achievements of the energy sector in consumption assistance since 2020, establishing a distinctive brand for targeted assistance work [1]. Group 2: Achievements and Impact - The "Energy Industry Consumption Assistance Cooperation Sales Platform," supported by the "Bain Life Network," has sold over 230 million yuan worth of specialty agricultural products from targeted assistance counties over the past five years [1]. - The meeting emphasized the need to enhance political awareness and understand the significant role of consumption assistance in current work, aiming to help impoverished areas develop unique industries and stimulate internal development [1].

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) is focusing on exploring effective ways for investors to promote technological and industrial innovation, enhancing the "innovation resilience" of central enterprises [1][3] - Central enterprises are encouraged to accelerate the cultivation of new productive forces and shift from "sweat-type growth" driven by substantial input to "wisdom-type growth" driven by technological innovation [1][2] Group 1: Strategic Focus - SASAC emphasizes the importance of strategic orientation and long-termism, balancing traditional and emerging industries while expanding strategic emerging industries and future industries [1][3] - Central enterprises are urged to enhance their technological innovation capabilities and apply these innovations to specific industries and supply chains, transforming traditional industries and nurturing emerging ones [3][4] Group 2: Investment Trends - In 2022, central enterprises completed investments in strategic emerging industries totaling 2.7 trillion yuan, a year-on-year increase of 21.8%, with these investments accounting for over 40% of total investments for the first time [6][7] - In the first quarter of 2023, investments in strategic emerging industries by central enterprises grew by 6.6% year-on-year, with 79 future industry-related enterprises established [7] Group 3: Sectoral Development - Central enterprises are focusing on sectors such as artificial intelligence, quantum technology, and biomanufacturing, aiming to enhance their core competitiveness and development momentum [6][8] - SASAC is promoting a stable growth mechanism for investments in emerging industries, with a focus on high-quality investments that lead to high-value growth [5][7]

Group 1 - The global chemical industry is experiencing stagnation, characterized by a down cycle due to oversupply and weak demand, with the top 50 companies' sales remaining nearly flat for two consecutive years [1][2] - BASF leads the ranking with sales of $70.612 billion, followed by Sinopec at $58.131 billion and Dow at $42.964 billion, with total sales for the top 50 companies amounting to $1.014 trillion, a slight decrease of 0.07% from the previous year [1] - The profits of the top 50 companies reached $56.8 billion in 2024, an increase of 8.1% compared to 2023, following a significant drop of 44.1% in the previous year [1][3] Group 2 - Capital expenditures for the top 50 companies increased by 3.5% to $73 billion, while R&D spending rose by 3.0% to $12.3 billion, indicating a slight recovery in executive confidence [2] - Many companies are downsizing operations, particularly in Europe, due to high energy and other costs, with companies like LyondellBasell and Dow closing or selling facilities [2] - The profitability of the petrochemical sector is mixed, with some companies like ExxonMobil and SABIC showing profit growth, while others like LyondellBasell and Dow experienced declines [3]

昆仑大模型，无疑是当下能源行业最火的大模型。 从勘探开发、炼油化工到装备制造，应用场景赋能油气全产业链，3000亿语言大模型参数、100个应用场景、500TB高质量行业数据 集……，5月28日，中国石油发布的昆仑大模型，多项关键突破创业内之最，是能源化工领域首个通过国家备案的行业大模型，标志着公 司数智化建设迈出关键一步。 数字技术与人工智能的发展，正在重构新型工业化的底层逻辑。人们在惊叹它快速发展的同时，开始思考一个新问题：当能源转型和 AI浪潮袭来，传统重资产、高投入、高风险、高科技的油气行业会变成什么样？ 这也是我们要深入讨论的点，作为全球最大的能源化工企业之一，中国石油是如何依靠创新驱动数智化发展并领跑油气行业？ 锚定数智化战略高地 "努力当好能源化工行业人工智能发展的'排头兵'" 中小站场无人值守、生产异常联动告警、油气生产数据一体化全采集，全区域生产动态、人员、设备、物资"看得见、呼得通、调得 动"…… 这是如今塔里木油田的日常生产场景。 2021年7月，塔里木油田联手昆仑数智启动数智化转型试点建设工作，基于首创二三维一体的可视化集成技术，集成油田前、中、后三 端25个生产相关系统，全业务链生产运 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) has achieved significant breakthroughs in high-performance fiber technology, with two new products developed by Daqing Petrochemical and Jilin Petrochemical, filling domestic market gaps and enhancing product offerings [1]. Group 1: Daqing Petrochemical's New Fiber Product - Daqing Petrochemical has successfully developed the DGF-K fiber, becoming the first company in China to do so, which fills a domestic gap and lays a foundation for future production scaling and market promotion [2][3]. - The DGF-K fiber retains far-infrared functionality, UV resistance, and excellent electrical, thermal, and mechanical properties while overcoming pilling issues. It has a 99% antibacterial rate against Staphylococcus aureus and Escherichia coli, with a pilling resistance rating of 4 [3]. - The new fiber will be used in bedding and autumn/winter clothing materials, enhancing the product line and meeting downstream customer needs [2][3]. Group 2: Jilin Petrochemical's Carbon Fiber Technology - Jilin Petrochemical has developed a high-strength large tow carbon fiber production technology, which has been recognized as mature and meets international advanced standards for T700-grade large tow carbon fiber, filling a domestic product gap [4]. - T700-grade carbon fiber offers higher production efficiency and lower unit costs compared to smaller tows, making it suitable for large-scale industrial applications and improving production speed for large composite materials [5]. - This carbon fiber meets the strength requirements for aerospace components and high-end composite structures while balancing performance and cost, with applications in wind turbine blades, sports equipment, automotive parts, and pressure vessels, indicating a broad market potential [6].