Wind数据显示，截至7月29日，南向资金今年以来累计净流入8420.02亿港元，创年度净流入金额历史新 高，为2024年同期的2倍多。其中，4月9日单日净流入355.86亿港元，创单日净流入纪录。在今年以来 南向资金交易的135个交易日中，出现净流入的交易日有114个，占比超八成。 今年以来，南向资金在港股交易占比持续提升。7月29日，南向资金成交额为1554.92亿港元，为当日港 股市场成交额的近六成。 从南向资金持仓情况来看，Wind数据显示，截至7月28日，南向资金持股数量达5256.06亿股，较2025年 初增加598.21亿股；持仓市值超过5.6万亿港元，较2025年初增加2.03万亿港元。根据今年以来截至7月 28日南向资金的净流入金额计算，今年以来南向资金浮盈达1.2万亿港元。 行业方面，南向资金对金融、信息技术、可选消费行业持仓市值居前，分别达14517.43亿港元、 11115.84亿港元、7175.67亿港元。此外，南向资金对医疗保健行业持仓市值超5300亿港元，对通讯服务 行业持仓市值超4900亿港元。 个股方面，南向资金持仓腾讯控股超过5400亿港元，持仓建设银行、中国移动、小米集团 ...

该项目是中国海上首个高温高压低渗天然气开发项目，位于莺歌海海域，平均水深约67米。依托东方气 田群现有设施进行开发，并新建1座无人井口平台，计划投产开发井6口。预计2026年实现日产天然气约 35百万立方英尺的高峰产量。 据介绍，中国海油充分依托已有设施联通东方1-1气田和东方13-2气田，实现了莺歌海海域主要海上天 然气田的互联互通，有力提升了该区域天然气供应的稳定性和可靠性，为粤港琼地区经济社会发展注入 强劲动力。 7月29日，中国海油(600938)宣布东方1-1气田13-3区开发项目已投产。 ...

7月29日主力资金净流入5430.93万元。 风险提示：投资有风险，入市需谨慎。 来源:金融界 中国海油股价报26.12元，较前一交易日上涨0.26元。盘中最高触及26.15元，最低25.91元，成交金额达 9.29亿元。 中国海油主要从事海上原油和天然气的勘探、开发和生产业务。公司是中国最大的海上原油及天然气生 产商，业务涵盖油气勘探开发、专业技术服务、炼化与销售、天然气及发电、金融服务等领域。 公司宣布东方1-1气田13-3区开发项目已投产，该项目是中国海上首个高温高压低渗天然气开发项目。 此外，明阳集团与中国海油就深远海能源开发与海上风电创新合作进行了交流。另据报道，中国海油两 名干部近日被查。 ...

中国海洋石油有限公司的主营业务是原油和天然气的勘探、开发、生产及销售。公司的主要产品是原 油、天然气。 最新一期业绩显示，2025年一季报，公司实现营业收入1068.54亿元，同比-4.14%；净利润365.63亿元， 同比-7.90%，销售毛利率54.65%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)1中国海油9.219.001.5812414.82亿行业平均 13.0811.741.211860.35亿行业中值30.0334.201.6662.55亿2中国石油9.639.691.0215959.43亿3广汇能源 12.3911.921.27352.84亿4*ST新潮14.0913.931.24283.58亿5中国石化15.8014.220.867153.47亿6洲际油气 23.1720.591.16100.41亿7泰山石油24.7733.353.0333.13亿8东华能源35.3035.041.40155.56亿9康普顿 45.1355.152.5730.13亿10广聚能源62.4567.362.3265.31亿11和顺石油88.1798.331.7428.78亿12岳阳兴长 108.439 ...

（文章来源：新华财经） 据中国海油有关负责人介绍，该项目是中国海上首个高温高压低渗天然气开发项目，位于莺歌海海域， 平均水深约67米。依托东方气田群现有设施进行开发，并新建1座无人井口平台，计划投产开发井6口。 预计2026年实现日产天然气约35百万立方英尺的高峰产量。 中国海油充分依托已有设施联通东方1-1气田和东方13-2气田，实现了莺歌海海域主要海上天然气田的 互联互通，有力提升了该区域天然气供应的稳定性和可靠性，为粤港琼地区经济社会发展注入强劲动 力。 新华财经北京7月29日电（记者安娜）中国海洋石油有限公司29日宣布，东方1-1气田13-3区开发项目已 投产。中国海油拥有该项目100%的权益，并担任作业者。 ...

7月29日，中国海油（600938）宣布东方1-1气田13-3区开发项目已投产。 据介绍，中国海油充分依托已有设施联通东方1-1气田和东方13-2气田，实现了莺歌海海域主要海上天 然气田的互联互通，有力提升了该区域天然气供应的稳定性和可靠性，为粤港琼地区经济社会发展注入 强劲动力。(燕云) 该项目是中国海上首个高温高压低渗天然气开发项目，位于莺歌海海域，平均水深约67米。依托东方气 田群现有设施进行开发，并新建1座无人井口平台，计划投产开发井6口。预计2026年实现日产天然气约 35百万立方英尺的高峰产量。 ...

Group 1 - The core index, the China Securities Hong Kong 300 Relative Value Index (HK300RV), reported a value of 2213.53 points, with a one-month increase of 6.09%, a three-month increase of 18.15%, and a year-to-date increase of 27.97% [1] - The index is composed of four sub-indices: the China Securities Hong Kong 300 Growth Index, the China Securities Hong Kong 300 Value Index, the China Securities Hong Kong 300 Relative Growth Index, and the China Securities Hong Kong 300 Relative Value Index, reflecting the performance of different style securities based on the China Securities Hong Kong 300 Index sample [1] - The top ten holdings of the HK300RV index include HSBC Holdings (15.79%), China Construction Bank (8.93%), Alibaba-W (5.12%), China Mobile (4.78%), Industrial and Commercial Bank of China (4.73%), Ping An Insurance (3.74%), Bank of China (3.47%), Xiaomi Group-W (2.3%), China National Offshore Oil Corporation (2.24%), and China Merchants Bank (2.17%) [1] Group 2 - The industry composition of the index shows that finance accounts for 52.27%, communication services for 8.65%, consumer discretionary for 7.64%, real estate for 6.69%, energy for 5.85%, information technology for 5.39%, industrials for 3.92%, utilities for 3.48%, healthcare for 2.26%, consumer staples for 2.18%, and materials for 1.67% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day after the second Friday of June and December each year, with a sample adjustment ratio generally not exceeding 20% [2] - In the event of temporary adjustments, the index samples will be adjusted accordingly when the China Securities Hong Kong 300 Index undergoes sample changes, and any delisted samples will be removed from the index [2]

Group 1 - China National Offshore Oil Corporation (CNOOC) and its subsidiaries have obtained a patent for a method to assess the safety of multi-phase water-sealed oil caverns, with the patent number CN115329431B, applied for on August 2022 [1] - CNOOC was established in 1983, headquartered in Beijing, primarily engaged in oil and gas extraction, with a registered capital of 11,380 million RMB [1] - CNOOC has invested in 45 companies, participated in 5,000 bidding projects, holds 266 trademark registrations, 5,000 patents, and possesses 28 administrative licenses [1] Group 2 - CNOOC Refining & Chemical Company, established in 2005 and located in Beijing, focuses on oil, coal, and other fuel processing, with a registered capital of approximately 1,899.55 million RMB [1] - CNOOC Refining & Chemical has invested in 28 companies, participated in 4,056 bidding projects, holds 456 trademark registrations, 476 patents, and has 19 administrative licenses [1] Group 3 - CNOOC Petrochemical Engineering Company, founded in 2009 and based in Jinan, specializes in professional technical services, with a registered capital of approximately 635.19 million RMB [2] - CNOOC Petrochemical Engineering has invested in 3 companies, participated in 3,263 bidding projects, holds 376 patents, and has 9 administrative licenses [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 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].