从指数持仓来看，上证能源行业指数十大权重分别为：中国石油（14.59%）、中国神华（14.15%）、 中国石化（12.7%）、陕西煤业（11.58%）、中国海油（9.18%）、广汇能源（3.63%）、兖矿能源 （3.37%）、中煤能源（3.24%）、潞安环能（2.5%）、淮北矿业（2.02%）。 金融界7月31日消息，上证指数低开低走，上证能源行业指数 (上证能源，000032)下跌1.76%，报 1846.97点，成交额139.24亿元。 数据统计显示，上证能源行业指数近一个月上涨4.12%，近三个月上涨6.54%，年至今下跌8.54%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从上证能源行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证能源行业指数持仓样本的行业来看，能源占比100.00%。 ...

仅有机 甲国恢电 中观时代 (发名) 2422.60亿市值 1890.20亿市值 6811.95亿市值 16.55亿成交额 72.09亿成交额 9.87亿成交额 15.64 9.19 27.84 -0.34(-2.13%) -0.07(-0.76%) -0.86(-3.00%) 证券 电池 中信证券 宁德时代 国泰海通 C CATL 4300.92亿市值 3578.83亿市值 12064.85亿市值 41.47亿成交额 29.90亿成交额 120.89亿成交额 29.02 20.30 264.62 -0.76(-2.55%) -0.56(-2.68%) -12.47(-4.50%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 a Lond Fil 6873.36亿市值 2656.41亿市值 3671.28亿市值 105.15亿成交额 37.40亿成交额 104.38亿成交额 34.61 23.23 36.63 -1.11(-2.94%) -0.58(-2.44%) +1.97(+6.04%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2330.72亿市值 2244.17亿市值 2555 ...

7月31日，记者从中国石化新闻办获悉，由中国石化勘探分公司、江汉油田提交的复兴油田首期石油 2010.06万吨、天然气123.52亿立方米探明地质储量顺利通过自然资源部评审，标志着我国四川盆地首个 页岩层系油田诞生，这也是重庆市第一个油田，实现了我国西南地区页岩油"从无到有"的战略性突破， 开辟了四川盆地页岩油气勘探新领域和增储新阵地，对我国西南地区页岩油勘探开发具有重大战略意 义。（央视财经） ...

Group 1 - Yijie Diandian (Hangzhou) Technology Co., Ltd. was recently established with a registered capital of 1 million yuan [1] - The company is co-owned by Sinopec Sales Co., Ltd., a subsidiary of China Petroleum & Chemical Corporation, holding a 70% stake [1][2] - The business scope includes services such as car towing, roadside assistance, car washing, and vehicle charging sales [1][2] Group 2 - The company is registered in Hangzhou, Zhejiang Province, with its legal representative being Hu Zhishun [1][2] - The establishment date of the company is July 25, 2025, and it is classified as a limited liability company [2] - The company operates in the technology promotion and application service industry [2]

Core Insights - The establishment of the "Fuxing Oilfield" marks a strategic breakthrough for shale oil in Southwest China, transitioning from non-existence to a significant presence in the Sichuan Basin [1][3] - The Fuxing Oilfield has proven geological reserves of 20.1 million tons of oil and 12.352 billion cubic meters of natural gas, which has been approved by the Ministry of Natural Resources [1][3] - The oilfield is located in Chongqing and represents the first oilfield in the city, opening new avenues for shale oil and gas exploration in the region [1][3] Exploration and Development - The Sichuan Basin has historically been characterized by "rich gas and scarce oil," focusing primarily on natural gas exploration, with oil resources being relatively limited [3] - Following the discovery of the Fuling Shale Gas Field in 2012, Sinopec collaborated with universities and research institutions to conduct geological research and tackle key technical challenges in shale oil and gas exploration [3] - The successful drilling of the Taiye 1 well in 2021 yielded a daily production of 58.9 cubic meters of oil and 73,500 cubic meters of gas, marking a significant breakthrough in the exploration of terrestrial shale oil and gas in the Sichuan Basin [3] Technological Advancements - Sinopec's exploration team has integrated various approaches to enhance exploration and evaluation, significantly improving the accuracy of seismic predictions for high-quality shale [3] - The company has overcome technical bottlenecks in volume fracturing of terrestrial shale, achieving a 100% success rate in completed exploratory wells, with test production meeting proven reserve standards [3] - The theoretical insights and key technologies developed during the Fuxing Oilfield project are expected to contribute significantly to the overall framework of shale oil and gas exploration and development in China [3] Future Prospects - Sinopec aims to deepen its understanding of enrichment patterns and strengthen the overall evaluation and deployment of terrestrial shale oil in the Sichuan Basin, with plans to achieve new exploration breakthroughs [3] - Currently, Sinopec has identified three major shale oilfields: Xinxing, Qintong, and Fuxing, with the Xinxing Oilfield being the first in China to reach a geological reserve of over 100 million tons [4] - The company anticipates an annual shale oil production of 705,000 tons by 2024, reflecting a year-on-year increase of 308,000 tons [4]

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has successfully passed the evaluation by the Ministry of Natural Resources for the first phase of the Fuxing Oilfield, marking the establishment of the first shale oilfield in the Sichuan Basin, with proven geological reserves of 6.06 million tons of oil and 12.352 billion cubic meters of natural gas [1] Group 1: Project Overview - The Fuxing Oilfield is located in Chongqing, at the southeastern edge of the Sichuan Basin, which is characterized by "rich gas and scarce oil" [1] - Historically, the Sichuan Basin has focused on natural gas exploration and development, with oil resources being relatively scarce [1] Group 2: Technological Advancements - Following the discovery of the Fuling Shale Gas Field in 2012, Sinopec collaborated with universities, research institutes, and national key laboratories to conduct systematic geological research and tackle key technologies for shale oil and gas in the Sichuan Basin [1] - In 2021, Sinopec successfully drilled the Taiye 1 well in the Fuxing area, achieving a daily oil production of 58.9 cubic meters and daily gas production of 73,500 cubic meters, marking a significant breakthrough in the exploration of continental shale oil and gas in the Sichuan Basin [1] Group 3: Future Plans - The manager of Sinopec's shale gas project department emphasized that the theoretical understanding and key technologies developed for the Fuxing Oilfield are crucial for enhancing China's shale oil and gas exploration and development theories, technologies, and standards [1] - The company plans to deepen the understanding of enrichment patterns and strengthen the overall evaluation and deployment of continental shale oil in the Sichuan Basin, aiming for new exploration breakthroughs and the establishment of a second shale oil reserve area [1]

Core Viewpoint - Bank of America maintains a "Buy" rating for China Petroleum & Chemical Corporation (Sinopec) due to its attractive valuation and expected dividend yield for the year [1] Group 1: Financial Performance - Sinopec's operating data for the first half of the year fell short of expectations, with exploration and production (E&P) business meeting forecasts, achieving a 2% year-on-year increase in oil and gas output, reaching 50% of the annual target [1] - Domestic crude oil production saw a slight year-on-year increase of 0.2%, which is below the industry average of 1.3%, potentially dragging down net after-tax profit (NAPT) [1] - Refining business experienced a significant decline in processing volume by 5.3%, while the industry average saw a growth of 1.6%, primarily due to weak core refining margins (GRM), sluggish demand, and capacity maintenance [1] - Sales volume decreased by 3.4% year-on-year, outperforming the industry average decline of 5.8%, and the company managed to capture market share from peers [1] - In the chemical sector, ethylene production increased by 16.4% year-on-year, surpassing the industry average growth of 10.9% [1] Group 2: Market Outlook - The company maintains a neutral outlook on the crude oil market, predicting an oil price of $64 per barrel for the second half of the year [1] - Recent anti-involution policies have limited support for the oil and gas sector [1] - Due to the second quarter's operational performance being below expectations, the company is unlikely to meet its annual refining and sales targets [1] - The National Development and Reform Commission (NDRC) recently announced new policies to strengthen energy conservation and carbon emission approval regulations, which may benefit Sinopec in the long term as the company has already invested in major new chemical production capacities outlined in the plan, although short-term impacts are expected to be limited [1]

金十图示：2025年07月31日（周四）富时中国A50指数成分股午盘收盘行情一览：多数板块下跌，银行股涨跌互现 2433.44亿市值 1886.09亿市值 6831.53亿市值 43.93亿成交额 5.84亿成交额 8.99亿成交额 15.71 27.92 9.17 -0.78(-2.72%) -0.27(-1.69%) -0.09(-0.97%) 证券 电池 宁德时代 中信证券 国泰海通 CATL 4366.13亿市值 3607.04亿市值 12306.03亿市值 71.39亿成交额 18.54亿成交额 15.98亿成交额 269.91 29.46 20.46 -0.40(-1.92%) -7.18(-2.59%) -0.32(-1.07%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 7042.17亿市值 2715.88亿市值 3732.91亿市值 17.55亿成交额 47.18亿成交额 69.90亿成交额 35.46 37.45 23.62 -0.19(-0.80%) +2.82(+8.64%) -0.29(-0.77%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电音 2255. ...

Core Viewpoint - The successful evaluation of the first phase of the Fuxing Oilfield's proven geological reserves marks a significant breakthrough in shale oil exploration in the Sichuan Basin, establishing it as the first shale oil field in the region and in Chongqing, which has strategic implications for the development of shale oil in Southwest China [1][2]. Group 1 - The Fuxing Oilfield has proven geological reserves of 10.06 million tons of oil and 12.352 billion cubic meters of natural gas, indicating a strategic breakthrough in shale oil exploration in the Sichuan Basin [1]. - The Sichuan Basin has historically been characterized by "rich gas and scarce oil," primarily focusing on natural gas exploration, with oil resources being relatively scarce [1]. - The successful drilling of the Taiye 1 well in 2021 yielded a daily production of 58.9 cubic meters of oil and 73,500 cubic meters of gas, marking a significant advancement in the exploration of shale oil and gas in the region [1]. Group 2 - Following the breakthrough at the Taiye 1 well, the exploration and development team has deployed multiple evaluation and experimental wells, significantly improving the accuracy of seismic predictions for high-quality shale and overcoming technical bottlenecks in land shale volume fracturing [2]. - The company has successfully identified three new shale oil fields: Xinxing, Qintong, and Fuxing, with Xinxing being the first shale oil field in China to reach a geological reserve of over 100 million tons [2]. - The annual production of shale oil is projected to reach 705,000 tons in 2024, representing an increase of 308,000 tons year-on-year [2].

Market Performance - The Hang Seng Index closed at 25,176, down 1.36% for the day and up 25.51% year-to-date [1] - The Hang Seng Tech Index fell 2.72% to 5,490, with a year-to-date increase of 22.89% [1] - The Dow Jones Index decreased by 0.38% to 44,461, with a year-to-date rise of 4.51% [1] - The S&P 500 Index closed at 6,362, down 0.12% for the day and up 8.18% year-to-date [1] Currency and Commodity Overview - The Renminbi Index stood at 95.710, down 0.22% over the past month and down 5.14% over six months [2] - Brent crude oil price increased by 8.15% over the past month to $72.210 per barrel, but decreased by 1.00% over six months [2] - Gold prices rose by 0.88% over the past month to $3,332.69 per ounce, with a significant increase of 19.24% over six months [2] Company-Specific Developments - JD.com announced a voluntary public acquisition offer for CECONOMY AG at €4.60 per share, with full support from CECONOMY's supervisory and management boards [13] - Adidas reported a 58% year-on-year increase in operating profit for Q2, reaching €546 million, surpassing market expectations [15] - Guotai Junan International successfully issued the first public digital native bond by a Chinese brokerage, with a size of up to $300 million [16] Economic Indicators - Eurozone GDP grew by 0.1% quarter-on-quarter in Q2, exceeding expectations, with an annual growth of 1.4% [17] - The U.S. GDP for Q2 showed an annualized growth of 3%, rebounding from a contraction in Q1 and surpassing the expected 2.4% [18]