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。 ...

从指数持仓来看，中证香港300相对价值指数十大权重分别为：汇丰控股（15.79%）、建设银行 （8.93%）、阿里巴巴-W（5.12%）、中国移动（4.78%）、工商银行（4.73%）、中国平安 （3.74%）、中国银行（3.47%）、小米集团-W（2.3%）、中国海洋石油（2.24%）、招商银行 （2.17%）。 金融界7月29日消息，上证指数低开高走，中证香港300相对价值指数 (HK300RV，H11174)报2213.53 点。 数据统计显示，中证香港300相对价值指数近一个月上涨6.09%，近三个月上涨18.15%，年至今上涨 27.97%。 据了解，中证香港300风格指数系列由中证香港300成长指数、中证香港300价值指数、中证香港300相对 成长指数以及中证香港300相对价值指数4条指数构成，以反映基于中证香港300指数样本的不同风格证 券的整体表现。该指数以2004年12月31日为基日，以1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。中证香港300价值指数和中证香港300成长指数每次调整的样本比例一般不超过20%。 ...

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].

Core Viewpoint - The article reports on the investigation of two senior executives from China National Offshore Oil Corporation (CNOOC), highlighting ongoing anti-corruption efforts within the company [2]. Group 1: Investigation Details - On July 28, the Central Commission for Discipline Inspection announced the investigation of two CNOOC officials: Dong Xiaoli, former assistant general manager, and Zhao Huaigang, deputy general manager of the procurement center [2]. - Dong Xiaoli has a long career in the oil industry, having held various significant positions within CNOOC and its subsidiaries since joining in 2004 [3][4]. - Zhao Huaigang was investigated while still in office, indicating the seriousness of the allegations against him [5]. Group 2: Company Background and Structure - The CNOOC procurement center, established in November 2021, plays a crucial role in ensuring high-quality and stable supply of materials for key projects and daily operations [6]. - The center's responsibilities include digital transformation of the supply chain, centralized procurement, and specialized bidding processes [6]. Group 3: Broader Context of Corruption in CNOOC - Several high-ranking officials from CNOOC have been investigated in recent years, including former deputy general manager Yuan Guangyu and former general manager Li Yong [7]. - In March of this year, CNOOC emphasized its commitment to combating corruption and improving integrity within the organization, focusing on eliminating conditions that foster corruption [7].

据中央纪委国家监委驻中国海油（600938）纪检监察组、福建省纪委监委消息：中国海洋石油集团有限 公司原总经理助理、中海石油炼化有限责任公司原党委书记、总经理董孝利涉嫌严重违纪违法，目前正 接受中央纪委国家监委驻中国海油纪检监察组纪律审查和福建省龙岩市监察委员会监察调查。 ...

Investment Rating - The report maintains an "Overweight" rating for the petrochemical industry [6] Core Insights - The central state-owned enterprises (SOEs) are focusing on developing new quality productivity and restructuring to enhance competitiveness [1][4] - R&D investment in the petrochemical sector has increased, with the R&D expense ratio for central SOEs rising from 0.55% in 2019 to 0.77% in 2024, while local SOEs increased from 1.44% to 2.49% in the same period [2][12] - A shift in capital expenditure is anticipated, with a slowdown expected in 2024, indicating a potential reversal in the capital expenditure cycle [3][15] - The report emphasizes the importance of asset restructuring among central SOEs to optimize capital allocation and enhance core competitiveness [4][18] - Investment opportunities are highlighted in companies such as China National Petroleum Corporation, Sinopec, and various subsidiaries of state-owned enterprises [5] Summary by Sections Section 1: Development of New Quality Productivity - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need for SOEs to focus on strategic guidance and long-termism to cultivate new quality productivity [1][11] - The meeting highlighted the importance of resisting "involution" competition and optimizing the allocation of state-owned assets [1][11] Section 2: R&D Investment - Central SOEs in the petrochemical sector have significantly increased their R&D efforts, with notable advancements in key technologies [2][12] - For instance, China National Petroleum Corporation established new research institutes to focus on critical technologies in new materials [2][12] Section 3: Capital Expenditure Trends - After peaks in capital expenditure in 2021 and 2023, a decrease is expected in 2024, with projected capital expenditure of 248.5 billion yuan, close to the 2019 level of 242 billion yuan [3][15] - The report anticipates that the Ministry of Industry and Information Technology will introduce new policies aimed at optimizing the industry structure and promoting supply-side reforms [3][15] Section 4: Asset Restructuring Opportunities - The report suggests that the restructuring of state-owned assets will create investment opportunities, particularly in sectors critical to national security and public services [4][18] - The focus is on optimizing the layout of state-owned capital to enhance overall efficiency and functionality [4][18] Section 5: Investment Recommendations - The report recommends focusing on specific companies such as China National Petroleum Corporation, Sinopec, and leading local SOEs like Wanhua Chemical and Hualu Hengsheng [5]