Company Overview - China National Offshore Oil Corporation (CNOOC) is the largest offshore oil and gas producer in China, primarily engaged in the exploration, development, production, and sales of crude oil and natural gas [1] - The company's business spans various sectors including oil and gas exploration and development, technical services, refining and sales, natural gas and power generation, and financial services [1] Stock Performance - As of July 30, 2025, CNOOC's stock price closed at 26.49 yuan, reflecting a 1.42% increase from the previous trading day [1] - The trading volume on that day was 509,553 lots, with a total transaction value of 1.345 billion yuan [1] Industry Context - On July 30, the overall performance of the oil and petrochemical industry saw an increase of 1.84%, with a net inflow of main funds amounting to 35.4751 million yuan [1] - CNOOC ranked first in the industry with a net inflow of main funds totaling 102 million yuan on the same day [1]

中新网莆田7月30日电 (吴志 林孟 杨艳平)30日，利比里亚籍"阿尔拉赫巴"轮完成7万余吨液化天然气 (LNG)卸载作业，在莆田出入境边防检查站民警监护下，驶离福建省莆田市秀屿港区。 天然气是一种优质低碳能源，广泛用于发电、工业燃料和居民生活。福建LNG接收站投产至今，累计 向福建省及周边地区供应天然气超700亿立方米，相当于发电约3800亿千瓦时；其减排效应若换算为森 林碳汇，相当于种植约90万公顷林木，为绿色发展提供坚实支撑。 莆田出入境边防检查站执勤二队民警唐骏敏介绍，目前，莆田边检站已推出"马上就办"服务体系，民警 24小时进驻港区，联合海事、海关提前对接船舶动态，强化口岸限定区域巡查；依托智能查验设备与数 智中心"智慧大脑"，实现数据共享与流程精简，确保LNG船舶到港"零等待"、离港"零延时"。 值得关注的是，该接收站7号储罐及配套设施工程项目于6月正式开工。该罐体设计容量为27万立方米， 为目前中国国内单罐容量最大的地面全容式LNG储罐，建成投产后将使福建LNG接收站的储备能力提 升约30%。(完) 7月29日，利比里亚籍"阿尔拉赫巴"轮在福建省莆田市秀屿港区卸载液化天然气。杨艳平 摄 据中国海 ...

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]

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。 ...

有分析称，展望后市，美国将缩短对俄罗斯新制裁的最后期限，导致潜在供应风险再度加强，且美国传 统燃油消费旺季仍在进行中，叠加美国与欧盟达成协议后市场对关税问题的担忧缓和。整体来看，预计 下一轮国内成品油调价上调的概率较大。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 00857 | 中国石油股份 | 7.680 | 1.99% | | 02883 | 中海油田服务 | 7.150 | 1.27% | | 00883 | 中国海洋石油 | 19.140 | 1.27% | | 00386 | 中国石油化工股 | 4.650 | 1.09% | | 00135 | 昆仑能源 | 7.780 | 0.26% | 消息上，周二，唐纳德·特朗普表示，如果莫斯科不同意在10天内在乌克兰停火，他打算对俄罗斯石油 的买家实施制裁。随后，油价升至一个多月来的最高水平。作为国际基准的布伦特原油价格收于每桶 72.51美元，当日上涨3.5%，过去两天累计上涨近6%。 港股石油股集体上涨，其中，中国石油股份涨2%，中国石油化工、中国海洋石油、中海油田服务均涨 超1%。 责 ...

港股石油股走强，中国石油股份(00857.HK)涨超3%，中国石油化工股份(00386.HK)、中国海洋石油 (00883.HK)涨超2%，昆仑能源(00135.HK)等跟涨。 ...

Group 1 - The Hong Kong oil stocks collectively rose, with China Petroleum gaining 2%, and China Petroleum Chemical, CNOOC, and China Oilfield Services all increasing by over 1% [1] - Donald Trump announced intentions to impose sanctions on buyers of Russian oil if Moscow does not agree to a ceasefire in Ukraine within 10 days, leading to a rise in oil prices to a one-month high [1] - Brent crude oil, the international benchmark, closed at $72.51 per barrel, up 3.5% on the day and nearly 6% over the past two days [1] Group 2 - Analysts predict that the U.S. will shorten the deadline for new sanctions on Russia, increasing potential supply risks, while the traditional fuel consumption season in the U.S. is ongoing [1] - The easing of tariff concerns following an agreement between the U.S. and the EU is expected to contribute to a higher likelihood of domestic refined oil price adjustments in the next round [1]

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。 ...