8月22日，石油行业下跌0.61%，今日主力资金流出4.76亿元，成分股2只上涨，13只下跌。 来源：金融界 主力资金净流出居前的分别为中国石油（9839.38万元）、中国石化（8283.13万元）、洲际油气 （7755.59万元）、东华能源（6841.93万元）、中国海油（6289.53万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1600506统一股份22.371.271940.18万元7.15%2603798 康普顿13.731.251310.06万元7.97%3000554泰山石油7.13-0.56785.35万元4.48%4000698沈阳化工4.27- 0.47286.35万元3.94%5000059华锦股份5.41-0.37-78.25万元-0.59%6002778中晟高科18.880.0-325.64万 元-5.15%7600777*ST新潮4.25-0.47-363.51万元-3.93%8300839博汇股份15.02-2.34-372.82万 元-2.3%9000637茂化实华4.3-2.05-435.27万元-6.61%10000159国际实业6.00.0-455.67万元-3. ...

中国海洋石油集团有限公司22日宣布，公司旗下千万吨级炼化一体化项目——中海石油大榭石化炼化一 体化项目（以下简称"大榭石化"）在浙江宁波全面建成，对推动国家重质油高效转化、提升高端化工材 料自主可控能力有着重要意义。 相比传统工艺，该项目核心装置采用的全新生产工艺可降低单位产品能耗30%以上，大幅提升重质油资 源的利用效率，每年可减少二氧化碳排放20万吨，对优化我国石化原料结构、降低单套烯烃产品的碳排 放具有深远意义。 此外，在项目的建设过程中，因核心设备反应器、再生器的封头直径为国内最长，且呈碗状结构，给吊 装作业带来极大困难。针对此难题，项目团队首创"仰脸衬里施工技术"，将直径21米（约7层楼高）、 重1145吨（相当于200头成年非洲象重量）的巨型钢铁碗先翻身吊装至25米高空，再由施工人员钻进两 器内部进行"仰脸"衬里施工。在此基础上，项目团队采用自主研发的新型衬里材料及分块浇注工艺，有 效解决了传统作业先施工、后吊装易造成两器封头变形、衬里开裂等顽疾问题，使工期直接缩短90天， 刷新了国内两器吊装工期最短纪录，为国产大型石化装备建设树立了业界新标杆。 （文章来源：新华财经） 记者从中国海油了解到，该项 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced the completion of the Dasha Petrochemical Integration Project in Ningbo, Zhejiang, marking it as the largest petrochemical industrial base in China, which is significant for enhancing the efficient conversion of heavy oil and improving the self-sufficiency of high-end chemical materials [1][4]. Investment and Project Details - The total investment for the Dasha Petrochemical Project is 21 billion yuan, with its core production facility utilizing domestically developed technology for the direct cracking of heavy oil into chemical products, achieving a 100% domestic production rate [4]. - The project focuses on enhancing resource utilization efficiency and the value of the industrial chain, transitioning from traditional fuel production to high-end chemical new materials [4]. Production Capacity and Environmental Impact - The core facility has a capacity of 3.2 million tons per year for catalytic cracking, producing 1.2 million tons of polymer-grade ethylene and propylene annually, making it the largest single unit for direct conversion of heavy oil to olefins in China [4][6]. - The project is expected to reduce carbon dioxide emissions by 200,000 tons annually and lower unit product energy consumption by over 30% compared to traditional methods, providing a new pathway for low-carbon transformation in refining enterprises [6]. Technological Innovations - The project team developed a unique "upside-down lining construction technology" to address challenges in the installation of the reactor and regenerator, which have the largest head diameter in the country [6]. - The innovative lining materials and segmented pouring process significantly reduced construction time by 90 days, setting a new benchmark for the shortest installation period for large petrochemical equipment in China [6].

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced the completion of the Dasha Petrochemical Refining and Integration Project in Ningbo, Zhejiang, which is significant for enhancing the efficient conversion of heavy oil and improving the self-sufficiency of high-end chemical materials [2]. Investment and Production Capacity - The total investment for the project is 21 billion yuan, with core facilities having an annual production capacity of 3.2 million tons [2]. - The project can produce 1.2 million tons of polymer-grade ethylene and propylene annually, which are essential raw materials for everyday products such as mineral water bottles, food packaging bags, and synthetic clothing [2]. Industry Impact - The Dasha Petrochemical project will increase the annual production capacity of olefins to 1.8 million tons, making it the largest heavy oil direct conversion to olefins production base in the country [2]. - The completion of this project will further enhance China's core chemical process and equipment self-construction capabilities, leading the petrochemical industry towards refinement and greening [2].

Core Insights - The A-share market has reached a ten-year high, drawing attention to equity funds, with over 90% of the 1,053 equity funds showing positive returns over the past decade [1] Fund Performance - The top-performing fund, Dachen Gaoxin A, has achieved a cumulative return of 373.82% over the past ten years, with a fund size of 17.916 billion [2] - Dachen Gaoxin A has a total return of 400.83% since its inception, with an annualized return of 16.49%, ranking first among ordinary equity funds [3] - The fund's performance in recent years includes a return of 10.82% this year, 27.12% over the past year, and 43.18% over the past three years [3][7] Historical Returns - Dachen Gaoxin A has shown strong performance across various market conditions, with returns of 60.26% in 2020 and 27.95% in 2021, while it only declined by 17.92% in 2022, outperforming benchmarks [5][7] - The fund's returns for the last few years include 10.82% in 2025, 29.01% in 2024, and 5.23% in 2023 [6][7] Management Stability - The fund has been managed by only two managers since its inception, with an average tenure of 6.84 years, indicating management stability [7] - Current manager Liu Xu has achieved a total return of 397.35% since taking over in 2015, significantly outperforming the benchmark [7] Portfolio Composition - As of June 30, 2025, the fund's top holdings are concentrated in telecommunications, home appliances, manufacturing, and energy sectors, with a total market value close to 10 billion [9] - The fund has made slight adjustments to its holdings, increasing positions in companies like Midea Group and China National Offshore Oil, while reducing stakes in Tencent Holdings and China Unicom [9][10] Investment Strategy - Dachen Gaoxin A's success is attributed to in-depth fundamental research and strict value investment standards, showcasing the long-term viability of value investing in complex market environments [11]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000968 | 蓝焰控股 | 7.35 | 1.94% | 24.18万 | | 1.77亿 | | 600938 | 與奧圖士 | 25.77 | 0.74% | 38.34万 | | 9.87亿 | | 600759 | 洲际油气 | 2.41 | 0.00% | 282.70万 | | 6.85 Z | | 600777 | *ST新潮 | 4.27 | -0.70% | 30.34万 | | 1.30亿 | 证券之星消息，8月21日油气开采板块较上一交易日上涨0.42%，蓝焰控股领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。油气开采板块个股涨跌见下表： 从资金流向上来看，当日油气开采板块主力资金净流出1.35亿元，游资资金净流入6028.25万元，散户资 金净流入7502.65万元。油气开采板块个股资金流向见下表： | 代码 | 名称 | 主力净流入（元） | | ...

Group 1 - The core viewpoint emphasizes the need for state-owned enterprises in the energy sector to enhance energy supply capabilities and focus on their main responsibilities [1] - The government encourages increased domestic oil and gas exploration and development, as well as participation in the national strategic reserve system [1] - There is a strong push for transformation and development, aiming to increase the production of efficient oil products and high-value-added chemical products [1] Group 2 - The focus is on building core capabilities for independent innovation and breaking through key technologies in deep water exploration and high-end new materials development [1] - The government aims to achieve high-quality stable growth by understanding macroeconomic conditions and market trends, while also emphasizing cost reduction and effective investment [1] - There is a call for deeper reforms in state-owned enterprises, enhancing corporate governance, and improving market-oriented operational mechanisms [1]

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to enhance energy supply capabilities and focus on core responsibilities in the oil and gas sector [1] - There is a call for increased domestic oil and gas exploration and development efforts, as well as active participation in the national strategic reserve system [1] - The importance of optimizing overseas oil and gas resource allocation and expanding energy supply channels is highlighted [1] Industry Focus - The need for transformation in the energy sector is stressed, with a focus on increasing the production of efficient oil products and high-value-added chemical products [1] - The development of independent innovation capabilities is crucial, particularly in breakthrough technologies related to deepwater exploration, new areas, and high-end new materials [1] - Accelerating the transition to green energy and building a high-end chemical products and new materials industry chain is a priority [1]

人民财讯8月20日电，8月20日，招商局集团与中国海油在北京签署战略合作框架协议。根据协议，双方 将充分发挥各自优势，围绕航运、清洁能源应用、油气产品储运销、海工产品与服务、科技创新、产业 园区、综合金融等领域深入开展合作，实现优势互补、合作共赢。 转自：证券时报 ...

截至8月20日15时，中国海油股价报25.58元，较前一交易日上涨0.08元。当日成交量为310826手，成交 金额达7.93亿元，总市值维持在12158.16亿元水平。 中国海油是我国主要的海洋石油及天然气生产商，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、金融服务等全产业链。公司所属行业为石油行业，并涉及中特估、绿色电力等概念 板块。 公司自主研发的激光云台甲烷遥测仪近日在广东管道场站正式投用。该设备可为6个核心场站构建全天 候甲烷泄漏监测网络，标志着公司在气体监测领域取得新突破。 从资金流向来看，8月20日主力资金净流出1446.03万元，近五个交易日累计净流出达4.19亿元。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 来源:金融界 ...