Group 1 - BlackRock's stake in Meituan-W decreased from 6.11% to 5.84% as of May 27 [1] - BlackRock's stake in ZTE Corporation decreased from 6.63% to 5.84% as of May 27 [1] - BlackRock's stake in China Petroleum & Chemical Corporation decreased from 7.04% to 6.70% as of May 27 [1] Group 2 - JPMorgan's stake in China Pacific Insurance decreased from 7.27% to 6.55% as of May 26, with an average share price of 15.1359 HKD [1]

Group 1 - China National Petroleum Corporation (CNPC) and China National Petroleum Group Bohai Drilling Engineering Co., Ltd. applied for a patent titled "A Delayed Expansion Sealing Material and Its Preparation Method and Delayed Expansion Sealing System" [1] - The patent application was filed on November 2023, and it pertains to the technology field of sealing agents used in oil drilling [1] - The delayed expansion sealing material is composed of several raw materials with specific weight ratios, including 100 parts of diene carboxylic acid ester monomer, 10-30 parts of diene carboxylic acid monomer, 5-20 parts of graphite powder, and others [1] Group 2 - CNPC was established in 1990 and is primarily engaged in gas production and supply, with a registered capital of 48.69 billion RMB [1] - The company has invested in 105 enterprises and participated in 5,000 bidding projects, holding 1,446 trademark records and 5,000 patent records [1] - China National Petroleum Group Bohai Drilling Engineering Co., Ltd. was founded in 2008, focusing on oil and gas extraction, with a registered capital of 1.6214 billion RMB [2] - This subsidiary has invested in 1 enterprise and also participated in 5,000 bidding projects, holding 10 trademark records and 3,146 patent records [2]

Group 1 - BlackRock's stake in China Petroleum & Chemical Corporation increased from 6.94% to 7.07% as of May 23 [1]

Core Viewpoint - The China Securities Hong Kong 300 Upstream Index (H300 Upstream) has shown significant growth, with a 8.71% increase over the past month, 10.63% over the past three months, and a 5.02% increase year-to-date [2]. Group 1: Index Performance - The H300 Upstream Index is currently reported at 2474.02 points, reflecting a strong upward trend [1]. - The index is based on a sample of securities selected from the China Securities Hong Kong 300 Index, representing the overall performance of various thematic securities listed on the Hong Kong Stock Exchange [2]. Group 2: Index Composition - The top ten holdings of the H300 Upstream Index include: - China National Offshore Oil Corporation (29.31%) - PetroChina Company Limited (12.7%) - China Shenhua Energy Company (10.38%) - Zijin Mining Group (9.79%) - Sinopec Limited (9.47%) - China Hongqiao Group (3.57%) - China Coal Energy Company (3.32%) - Zhaojin Mining Industry Company (3.14%) - Yanzhou Coal Mining Company (2.77%) - Luoyang Molybdenum Company (2.28%) [2]. Group 3: Sector Allocation - The sector allocation of the H300 Upstream Index is as follows: - Oil and Gas: 51.89% - Coal: 18.54% - Precious Metals: 14.87% - Industrial Metals: 10.17% - Rare Metals: 2.98% - Oil and Gas Extraction and Field Services: 1.05% - Other Non-ferrous Metals and Alloys: 0.49% [3]. Group 4: Index Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day following the second Friday of June and December each year. Temporary adjustments may occur under special circumstances [3].

Group 1 - The core operation of pipeline cleaning at the Sulige gas field is crucial for ensuring the safety, efficiency, and longevity of the pipeline system, which spans over 1,400 kilometers [1] - The first round of pipeline cleaning has been completed, successfully removing a total of 1,800 cubic meters of liquid from the pipelines [2] - The gas production plant conducts thorough inspections every three days and comprehensive pipeline surveys every six months to mitigate safety risks [2] Group 2 - The cleaning operation involved meticulous coordination among various departments, including pressure checks and real-time monitoring of the cleaning tool's position and speed [1] - The company promotes effective communication and collaboration with local communities by educating them on relevant laws and regulations regarding pipeline safety [2]

Investment Rating - The report maintains an "Overweight" rating for the oil and gas sector, specifically for the "Big Three" oil companies and oil service sector [5]. Core Viewpoints - The long-term outlook for oil prices remains optimistic due to improving supply-demand dynamics and ongoing geopolitical risks that provide price support [1]. - The "Big Three" oil companies in China are expected to increase their oil and gas equivalent production by 1.6%, 1.3%, and 5.9% respectively by 2025, with significant growth in natural gas production [2]. - The downstream sector is accelerating its transformation towards new materials and clean energy, with major companies investing in high-value products and energy supply networks [3]. - The report suggests focusing on undervalued, high-dividend, and well-performing companies in the oil and gas sector, as well as those benefiting from domestic substitution trends in materials [4]. Summary by Sections Oil and Gas Sector - Oil prices are supported by geopolitical tensions and a slowdown in U.S. shale oil production, with IEA projecting increases in U.S. crude supply of 440,000 barrels per day in 2025 and 180,000 barrels per day in 2026 [1]. - The "Big Three" oil companies are responding to national calls for increased reserves and production, with specific growth targets set for oil and gas equivalent production [2]. Downstream Transformation - Companies are enhancing their refining and sales operations, transitioning to comprehensive energy suppliers, and investing in electric vehicle infrastructure [3]. Investment Recommendations - The report recommends focusing on the "Big Three" oil companies, oil service firms, and companies in the materials sector that are poised to benefit from domestic substitution trends [4].

每经记者｜可杨 每经编辑｜张海妮 中国石油发布3000亿参数昆仑大模型，标志着中国石油在人工智能领域又迈出关键一步，全力推动"人 工智能+"行动走深走实。中国石油围绕26条业务线、119个业务域，优化形成"十域百景千应用"的全景 视图。本次共发布100个应用场景，其中迭代升级43个、新增57个，已全部投产。 点评：在数字化浪潮席卷全球的今天，中国石油的这一创新举措无疑为传统能源企业的转型提供了宝贵 经验。昆仑大模型的成功发布，是中国石油在智能化道路上迈出的重要一步，期待中国石油在人工智能 领域继续深耕，为能源行业的高质量发展贡献更多力量。 丨 2025年5月29日 星期四 丨 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自 担。 NO.1 马斯克回应"星舰"第九次试飞未成功：比上次有很大进步 "618"大促叠加国补，彻底点燃了消费电子厂商的"上新"热情。近日，软通动力旗下PC（个人电脑）品 牌"机械革命"在成都举办新品发布会，宣布进军中高端商务轻薄本。值得注意的是，近两年虽然用户换 机意愿不强烈，但PC市场高端化趋势逐渐明显。根据洛图科技最新发布的报告，2025年第一季度，国 ...

转自：新华财经 5月28日，中国石油湖南销售公司以"服务为本 安全为基 质量为魂"为主题，在湖南省长沙市岳麓大道加 油站举办"中国石油开放日"活动，全方位展示中国石油湖南销售公司在服务质量、安全管理及油品品质 等方面的成果，搭建起与公众深度沟通的桥梁，展现了国有企业的责任与担当。 "现场+云开放"模式，广纳社会监督 本次活动采用"现场+云开放"创新模式，融合"场景化体验+沉浸式互动+融媒体传播"多元形式，立体化 强化"服务、安全、品质"三大核心品牌标签。活动以客户需求为导向，致力于提升消费服务体验。长沙 市商务局、市场监督管理局等职能部门相关负责人，长沙市安全生产协会、湖南省成品油流通协会负责 人，以及多家媒体，客户、公众代表，近60人齐聚现场，亲身感受中国石油湖南销售公司在推动经济发 展、助力能源转型方面的积极作为，以及其在保障能源安全、服务民生过程中付出的不懈努力。 "人·车·生活驿站"，打造全新服务体验 活动现场，解说人员详细介绍了中国石油湖南销售公司在绿色发展方面的成果，员工们还现场演示 了"人·车·生活驿站"服务体系的核心场景。2024年，中国石油湖南销售公司提出"八环节全过程客户关 怀"理念，以客 ...

2025年刚刚过半，但社会发生的变化却显而易见。 春晚亮相的人形机器人，以灵动的姿态向大众展示着人工智能的新玩法。而Deepseek的惊艳问世，更是让我们一夜进入"全民AI"时代。 短短半载，人工智能的应用已经是乱花渐欲迷人眼。 然而，在种种应用"娱大众一乐"的背后，我们不禁深思：当下，智能化的"用武之地"究竟在哪？ 5月28日，中国石油发布的3000亿参数昆仑大模型，正是这一问题的最好答案。 一、赋能油气全产业链 作为中国石油在人工智能领域的里程碑之作，3000 亿参数昆仑大模型的核心价值，在于其对能源全产业链的深度重塑。 尤其是近年来，伴随着油气开发逐渐走向深层、超深层、非常规等高难度领域，对油气勘探精细化的要求直线增加。这导致了勘探数据量的成指数级上涨， 极大增加了分析处理的难度。 如果依然按照传统方法进行处理，油气勘探的效率将大幅降低。 怎么办？ 中石油的"昆仑大模型"给出了很好的解决方案。 在油气勘探开发领域，昆仑大模型构建智能化全波形反演应用场景，提高了地震波波动方程求解效率，实现了正反演全流程10倍以上的效率提升。 相较于传统的油气勘探，该环节效率获得极大提升。 油气勘探还是只昆仑大模型众多应用 ...

金十数据5月28日讯，中国石油发布3000亿参数昆仑大模型，标志着中国石油在人工智能领域又迈出关 键一步，全力推动"人工智能+"行动走深走实。中国石油围绕26条业务线、119个业务域，优化形成"十 域百景千应用"的全景视图。本次共发布100个应用场景，其中迭代升级43个、新增57个，已全部投产。 （新华财经） 中国石油发布3000亿参数昆仑大模型 ...