深圳商报·读创客户端记者 肖晗 8月3日，中国海油、中信海直及峰飞航空联合宣布，我国自主研发的2吨级电动垂直起降航空器（eVTOL）——峰飞航空凯瑞鸥，成功实现全球首次海上石 油平台物资运输飞行，这一突破不仅创新了远海物资补给模式，更标志着我国在海陆低空物流场景应用中迈出关键一步。 此次试飞由中国海油联合中信海直、峰飞航空共同实施。执飞机型为我国自主研发的全球首款获得型号合格证、生产许可证和单机适航证的2吨级 eVTOL"凯瑞鸥"。它装载新鲜水果和紧急药品等物资，从深圳陆地起降点起飞，经过58分钟的跨海域飞行，降落在距离深圳海岸线150公里的惠州19-3平 台，成功完成了运输任务。 长期以来，中国海油在南海海域的海上石油平台物资运输主要依赖船运，单程耗时约10小时，难以满足紧急物资调度与应急保障需求。紧急物资和人员则由 直升机运送，但飞行成本较高。相比传统依赖船舶和直升机的运输方式，eVTOL在运营成本、响应速度、环保性、舒适性以及适应有限起降空间方面具有 显著优势。 据中国海油深圳分公司协调部副经理任永怡介绍，此次试飞将创新的航空技术、成熟的运营经验与真实的海上作业需求深度融合，形成"研制+运营+场 景"低 ...

Core Viewpoint - HSBC Research indicates that both oil prices and supply issues are exerting a dual short-term pressure on the profitability of PetroChina and CNOOC, with expected declines in net profit for the second quarter of 22% to 23% year-on-year [1] Group 1: Company Analysis - HSBC expects PetroChina's net profit to decline by 22% to 23% year-on-year for the second quarter due to weak oil prices and demand [1] - CNOOC is also projected to experience a similar decline in net profit, reflecting the broader industry challenges [1] - Despite the expected profit drop, PetroChina may be less affected due to improvements in its natural gas business, which includes expanded domestic sales and reduced mixed gas import costs [1] Group 2: Investment Outlook - HSBC maintains a "Buy" rating for both PetroChina and CNOOC, indicating a positive outlook despite the anticipated profit declines [1] - Sinopec is rated as "Hold" due to pressure on its cash flow, suggesting a more cautious stance on its investment potential [1] - The report emphasizes the increasing importance of cash flow for maintaining dividend distributions in the current market environment [1]

Core Viewpoint - The report from Guolian Minsheng Securities emphasizes the significant potential in deep-sea economic development and marine resource exploitation, driven by national policies and financial support, particularly highlighting China National Offshore Oil Corporation (CNOOC) and the marine oil and gas service industry as key areas of investment focus [1] Group 1: Deep-Sea Energy Development - CNOOC is identified as the largest offshore oil and gas operator in China, with a comprehensive industry chain covering exploration, engineering, equipment operation, and oilfield services [1] - The South China Sea is noted for its rich oil and gas resources, with many underwater mineral resources still undeveloped, making deep-water exploration a global focus [1] Group 2: Demand for High-Performance Materials - There is a growing rigid demand for high-performance and specialized chemical materials that can withstand extreme marine environments, which is crucial for modern marine economic development [2] - The marine new materials market is expanding due to the implementation of the "Marine Power" strategy and the rapid development of the blue economy, impacting various sectors such as exploration, shipping, and port construction [2] Group 3: Corrosion Challenges in Marine Engineering - The construction costs of marine engineering equipment increase exponentially with water depth and offshore distance, leading to higher maintenance and operational costs compared to land facilities [3] - The need for advanced anti-corrosion technologies is critical, as any failure in coating performance can result in significant economic losses [3] - New anti-corrosion coatings, such as graphene-based solutions, are expected to meet or exceed stringent performance standards, representing a potential future direction for the industry [3] Group 4: Sealing Materials Demand - Sealing components are essential for the stable and efficient operation of machinery, preventing leaks and external contamination, which is particularly challenging in marine environments [4] - The global market for marine sealing materials is anticipated to benefit from increased demand driven by the marine economy and the rising application ratio of sealing materials [4] - There is a growing emphasis on environmentally friendly sealing materials, which is expected to drive the development of new sealing solutions [4]

2025年8月5日，湖北省襄阳市中级人民法院公开宣判中国海洋石油集团有限公司原党组副书记、总经理 李勇受贿一案，对被告人李勇以受贿罪判处有期徒刑十四年，并处罚金人民币三百万元；对其受贿所得 财物及其孳息依法予以追缴，上缴国库。 经审理查明：1996年至2023年，被告人李勇利用担任中国海洋石油总公司勘探部综合技术处处长、钻井 试油处处长，中国海洋石油有限公司钻井完井办主任，中海石油（中国）有限公司天津分公司副总经 理、总经理、党委书记，中海油田服务股份有限公司执行副总裁、总裁、首席执行官、党委书记，中国 海洋石油集团有限公司党组副书记、总经理等职务上的便利，为有关企业和个人在业务代理、产品销售 等事项上提供帮助，直接或通过他人非法收受财物共计折合人民币6794万余元。 襄阳市中级人民法院认为，被告人李勇的行为构成受贿罪，受贿数额特别巨大，应依法惩处。鉴于李勇 到案后如实供述罪行，主动交代办案机关尚未掌握的部分受贿事实；揭发他人犯罪行为，经查证属实， 具有立功表现；认罪悔罪，积极退赃，赃款赃物及孳息已全部追缴，依法可予从轻处罚。法庭遂作出上 述判决。 ...

Core Viewpoint - The China Securities Index for Hong Kong Stock Connect Energy Composite Index has shown significant growth, with a 7.12% increase over the past month, 17.31% over the past three months, and a 5.25% increase year-to-date [1]. Group 1: Index Performance - The China Securities Index for Hong Kong Stock Connect Energy Composite Index reported a value of 3323.71 points [1]. - The index is based on a sample of all securities classified under the China Securities Industry Classification Standard, reflecting the overall performance of different industry securities within the Hong Kong Stock Connect [1]. Group 2: Index Composition - The top ten weighted stocks in the index include: China Petroleum (14.55%), China Shenhua (14.48%), CNOOC (14.32%), Sinopec (14.25%), China Coal Energy (13.01%), Yancoal Australia (5.42%), China Oilfield Services (3.99%), Shougang Resources (1.89%), and Mongol Mining (1.61%) [1]. - The index is composed entirely of stocks listed on the Hong Kong Stock Exchange [2]. Group 3: Sector Allocation - The sector allocation within the index shows that coal accounts for 43.49%, integrated oil and gas companies for 28.79%, oil refining for 17.04%, oilfield services for 3.99%, coke for 3.50%, oil and gas extraction for 1.80%, and oil and gas circulation and others for 1.39% [2]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December [2].

Group 1 - The core viewpoint of the news is the performance of the China Securities Hong Kong Stock Connect Central Enterprises Dividend Index, which has shown significant growth in recent months, indicating a positive trend in high-dividend central enterprise stocks within the Hong Kong Stock Connect framework [1][2]. - The index has increased by 3.14% in the past month, 17.24% over the last three months, and 15.74% year-to-date, reflecting strong investor interest in dividend-paying stocks [1]. - The index is composed of stocks from central enterprises with stable dividend levels and high dividend yields, aiming to represent the overall performance of these companies within the Hong Kong Stock Connect [1]. Group 2 - The top ten holdings of the index include companies such as COSCO Shipping Holdings (7.14%), Orient Overseas International (3.23%), and China Petroleum & Chemical Corporation (2.73%), indicating a diverse portfolio across various sectors [1]. - The industry composition of the index shows that finance accounts for 33.36%, industry for 32.19%, and energy for 12.79%, highlighting the significant representation of financial and industrial sectors [2]. - The index undergoes annual adjustments every December, ensuring that it remains reflective of the current market conditions and the performance of its constituent companies [2].

Core Viewpoint - The article discusses the sentencing of Li Yong, former Deputy Secretary of the Party Committee and General Manager of China National Offshore Oil Corporation (CNOOC), for accepting bribes totaling over 67.94 million RMB, highlighting issues of corruption within state-owned enterprises [1][3]. Summary by Sections Case Details - Li Yong was sentenced to 14 years in prison and fined 3 million RMB for accepting bribes [1]. - The court found that from 1996 to 2023, Li Yong used his positions in various capacities within CNOOC to facilitate business for certain enterprises and individuals, receiving illegal benefits totaling over 67.94 million RMB [3]. Court Ruling - The court deemed Li Yong's actions as constituting a particularly large amount of bribery, warranting legal punishment [3]. - Mitigating factors included his confession, cooperation with the investigation, and full restitution of the illicit gains, which led to a lighter sentence [3].

Core Points - The case involves Li Yong, former Deputy Secretary of the Party Committee and General Manager of China National Offshore Oil Corporation (CNOOC), who was sentenced to 14 years in prison for bribery and fined 3 million RMB [1][2] - Li Yong was found guilty of accepting bribes totaling over 67.94 million RMB from 1996 to 2023 while holding various senior positions within CNOOC [1] - The court acknowledged Li Yong's cooperation during the investigation, including confessing to his crimes and returning all illicit gains, which contributed to a lighter sentence [2] Company and Industry Summary - Li Yong's actions were characterized by extensive corruption, including collusion with illegal businessmen and engaging in money and sex transactions, which raises concerns about governance within state-owned enterprises in the oil sector [1] - The case highlights the ongoing issues of corruption in China's energy industry, particularly within major state-owned companies like CNOOC, which may impact investor confidence and regulatory scrutiny [1][2] - The legal proceedings and outcomes reflect the Chinese government's commitment to combating corruption, especially in key industries, which could lead to stricter regulations and oversight in the future [2]

#李勇获刑14年#【#中海油原总经理李勇获刑14年#】2025年8月5日，湖北省襄阳市中级人民法院公开宣 判中国海洋石油集团有限公司原党组副书记、总经理李勇受贿一案，对被告人李勇以受贿罪判处有期徒 刑十四年，并处罚金人民币三百万元；对其受贿所得财物及其孳息依法予以追缴，上缴国库。经审理查 明：1996年至2023年，被告人李勇利用担任中国海洋石油总公司勘探部综合技术处处长、钻井试油处处 长，中国海洋石油有限公司钻井完井办主任，中海石油（中国）有限公司天津分公司副总经理、总经 理、党委书记，中海油田服务股份有限公司执行副总裁、总裁、首席执行官、党委书记，中国海洋石油 集团有限公司党组副书记、总经理等职务上的便利，为有关企业和个人在业务代理、产品销售等事项上 提供帮助，直接或通过他人非法收受财物共计折合人民币6794万余元。襄阳市中级人民法院认为，被告 人李勇的行为构成受贿罪，受贿数额特别巨大，应依法惩处。鉴于李勇到案后如实供述罪行，主动交代 办案机关尚未掌握的部分受贿事实；揭发他人犯罪行为，经查证属实，具有立功表现；认罪悔罪，积极 退赃，赃款赃物及孳息已全部追缴，依法可予从轻处罚。法庭遂作出上述判决。（新华视点 ...

Core Points - The case involves Li Yong, former Deputy Secretary of the Party Committee and General Manager of China National Offshore Oil Corporation (CNOOC), who was sentenced to 14 years in prison for accepting bribes totaling over 67.94 million yuan [1] - The court found that from 1996 to 2023, Li Yong used his positions within CNOOC to provide assistance to certain enterprises and individuals in business agency and product sales, in exchange for illegal financial benefits [1] - The court acknowledged Li Yong's cooperation during the investigation, including confessing to his crimes and revealing additional bribery facts, which contributed to a lighter sentence [1] Company and Industry Summary - Li Yong held multiple significant positions within CNOOC, including Director of the Exploration Department, General Manager of the Tianjin Branch, and CEO of CNOOC Services, indicating a high level of influence within the company [1] - The case highlights issues of corruption within state-owned enterprises in China, particularly in the oil and gas sector, which may impact investor confidence and regulatory scrutiny [1] - The court's decision to impose a fine of 3 million yuan in addition to the prison sentence reflects the government's stance on combating corruption in the industry [1]