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。 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。 在通航保障方面，中信海直发挥40多年通用航空综合运营优势，统筹全域协同与全流程护航，以成熟体 系保障飞行顺利推进。在起降点选定、航线规划等方面作了精心准备，特别是协调制 ...

Group 1 - The core point of the article highlights the performance and holdings of the Invesco Great Wall State-Owned Enterprise Value Mixed A Fund, which has a recent net value of 1.3060 yuan and has experienced a weekly return of -3.04% [1] - The fund was established on May 30, 2023, and as of June 30, 2025, it has a total scale of 295 million yuan [1] - The top ten stock holdings of the fund include Zijin Mining, China Mobile, Shenhuo Co., Tencent Holdings, China National Offshore Oil, Chuan Yi Co., Sinopharm Holdings, Zhuhai Smelter Group, Yun Aluminum, and CRRC Corporation, with a combined holding percentage of 52.32% [1] Group 2 - The fund has achieved a return of 8.78% over the past three months and 8.37% year-to-date [1]

从中证香港300上游指数持仓样本的行业来看，石油与天然气占比51.36%、煤炭占比15.88%、工业金属 占比15.22%、贵金属占比15.08%、油气开采与油田服务占比1.05%、稀有金属占比0.88%、其他有色金 属及合金占比0.51%。 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。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证香港300上游指数近一个月上涨8.11%，近三个月上涨21.15%，年至今上涨 16.69%。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300上游指数十大权重分别为：中国海洋石油（28.21%）、中国石油股份 （13.54%）、紫金矿业（10.5%）、中国神华（9.62%）、中国石 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 中國海洋石油有限公司 | | | 呈交日期: | 2025年8月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 第 3 頁 共 10 頁 v 1.1.1 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00883 | | 說明 | 於香港聯交所上市的股份（「香港股份」） | | | | | 多櫃檯證券代號 | 80883 | RMB | 說明 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 company secretaries earned over 1 million yuan annually, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary for company secretaries in the oil and petrochemical sector is 795,600 yuan, with a relatively even distribution across salary ranges: below 500,000 yuan (34%), 500,000-1,000,000 yuan (36%), and 1,000,000-2,000,000 yuan (30%) [5] - Only two company secretaries earn over 1.5 million yuan: Xu Shehua from Runbei Hangke and Wang Hua from China National Petroleum [5] Age Distribution - The majority of company secretaries (77%) are aged between 40-60 years, while those aged 30-40 years account for 38%, and those aged 30 or younger represent 4% [1][3] - The youngest company secretaries in the industry are Fu Rao from Beiken Energy and Hu Rui from Yuxin Co., both aged 27 [1] Educational Background - The educational qualifications of company secretaries show that 2% have an associate degree, 41% hold a bachelor's degree, 53% possess a master's degree, and 4% have a doctoral degree, with nearly 60% holding a master's degree or higher [3] - Notably, Song Xiaoqing from Keli Co. is the only company secretary with an associate degree, while Cai Huaiyu and Xu Yuguo from China National Offshore Oil Corporation are among the few with doctoral degrees [3] Investor Engagement - There is significant variation in the number of investor meetings held by listed companies, with 35% of companies hosting fewer than 10 meetings annually, while 44% hold between 10 and 100 meetings [7] - Companies with the highest number of investor meetings include Daqing Huake (899 meetings), Haiyou Development (562 meetings), and PetroChina Oilfield Services (517 meetings) [9]

7月28日，中国海油深圳分公司"海洋石油115"号FPSO（浮式生产储卸油装置）安全完成第800船原油外 输作业。这一里程碑，标志着这座先进的"海上油气超级工厂"已累计外输原油超2.93亿桶，可装满超 15.8万辆标准油罐车。（深圳特区报） ...

Group 1 - The core viewpoint of the news is the performance and structure of the China Europe Central State-Owned Enterprises Dividend Index Fund (QDII) A, which has experienced a decline in value and has specific characteristics regarding its holdings and management [1][3]. - As of July 31, the fund has seen a decrease of 1.89%, with a latest net value of 1.24 yuan, marking a cumulative decline of 2.31% over five consecutive trading days [1]. - The fund was established on July 31, 2024, with a total size of 0.44 billion yuan and has achieved a cumulative return of 24.95% since inception [1]. Group 2 - As of June 30, 2025, the top ten holdings of the fund account for a total of 28.90%, with the largest holding being China COSCO Shipping (6.62%) [2]. - Other significant holdings include Orient Overseas International (3.04%), CITIC Bank (2.92%), and China Petroleum (2.45%) among others [2]. - The fund's holder structure shows that institutional investors hold 0.10 billion shares (46.36%), while individual investors hold 0.12 billion shares (53.64%) [1]. Group 3 - The current fund manager is Ms. Fang Shenshen, who has a background in finance and has held various positions in investment management prior to her current role [1]. - She has been managing the fund since July 1, 2024, and has experience with other funds under China Europe Fund Management Company [1].

Group 1 - International oil prices have significantly increased, with WTI crude oil futures rising by 3.75% to $69.21 per barrel and Brent crude oil futures up by 3.53% to $72.51 per barrel [1] - Trump has set a new deadline of 10-12 days for Russia to reach an agreement, failing which secondary sanctions on Russian oil will be imposed [1] - Traditional consumption peak season and diesel shortages are expected to support the market in the short term, despite a long-term bearish outlook after the peak season ends [1] Group 2 - The three major Chinese oil companies have collectively risen, with PetroChina (00857) up by 2.66% to HKD 7.73, Sinopec (00386) increasing by 2.17% to HKD 4.7, and CNOOC (00883) rising by 2.01% to HKD 19.28 [2]

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 100 Energy Index, which has shown significant increases over various time frames, including an 11.82% rise in the past month, a 19.37% rise in the past three months, and a 6.91% increase year-to-date [1] - The index is classified according to the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] Group 2 - The China Securities Hong Kong 100 Energy Index is fully composed of stocks listed on the Hong Kong Stock Exchange, with fuel refining accounting for 46.32%, integrated oil and gas companies for 37.77%, and coal for 15.91% of the index [2] - The index samples are adjusted biannually, specifically on the next trading day after the second Friday of June and December, with weight factors fixed until the next scheduled adjustment unless special circumstances arise [2]

Core Viewpoint - The article discusses the recent anti-corruption actions taken against senior executives in state-owned enterprises in China, specifically focusing on Yuan Guangyu from China National Offshore Oil Corporation (CNOOC) and Liu Weidong from China Weaponry Equipment Group, highlighting their serious violations of party discipline and law [2][10]. Summary by Sections Yuan Guangyu's Case - Yuan Guangyu, former Deputy General Manager of CNOOC, was expelled from the party for severe violations including engaging in power-for-money transactions and illegally accepting large sums of money [5][6]. - His misconduct included accepting golf activities that could influence his official duties, and he was found to have engaged in profit-making activities related to his former position after retirement [6][8]. - The investigation revealed that Yuan had lost his ideals and mission, resisted organizational scrutiny, and committed serious violations of political, organizational, and disciplinary rules, leading to his expulsion from the party and referral for criminal prosecution [6][8]. Liu Weidong's Case - Liu Weidong, former Deputy General Manager of China Weaponry Equipment Group, was also expelled from the party for serious violations, including using his position to benefit others in business operations and personnel promotions [10][11]. - His actions included accepting gifts and money, organizing birthday banquets, and engaging in activities that compromised his integrity, such as accepting invitations that could affect his impartiality [11][12]. - Similar to Yuan, Liu was found to have violated multiple party disciplines and laws, leading to his expulsion from the party and removal from public office, with his case also referred for criminal prosecution [11][12].