证券之星消息，8月15日油气开采板块较上一交易日上涨1.1%，*ST新潮领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.37 | 5.05% | 39.89万 | | 1.73亿 | | 000968 | 蓝焰控股 | 7.24 | 1.40% | 11.10万 | | 7994.88万 | | 600759 | 洲际油气 | 2.41 | 1.26% | 105.02万 | | 2.52亿 | | 600938 | 與奧圖于 | 25.72 | -0.31% | 34.09万 | | 8.78亿 | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 主力净流入（元） | | | 主力净占比 游资净流入（元） 游资 ...

8月15日，石油行业上涨0.84%，今日主力资金流出3.98亿元，成分股12只上涨，6只下跌。 主力资金净流出居前的分别为广汇能源（1.9亿元）、中国海油（8273.29万元）、中国石油（6201.89万 元）、中国石化（5685.08万元）、中晟高科（1207.07万元）。 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21.43.831272.56万元3.71%2000554 泰山石油6.890.58799.31万元8.49%3600777*ST新潮4.375.05654.87万元3.79%4000819岳阳兴长 16.392.69518.76万元4.02%5600688上海石化2.850.35357.62万元3.27%6000637茂化实华4.150.24214.20万 元4.77%7000698沈阳化工4.070.49197.00万元3.99%8000159国际实业5.790.87138.33万元1.61%9600759洲 际油气2.411.2626.23万元0.1%10603353和顺石油16.830.18-270.99万元-6.91% 来源：金融界 ...

Core Viewpoint - ExxonMobil has commenced production at the Yellowtail oil field in the Stabroek block offshore Guyana, increasing the country's oil production capacity to 900,000 barrels per day, with expectations to reach 1.7 million barrels per day by 2030 across eight development projects [1] Group 1: Production Details - The Yellowtail oil field features the largest Floating Production Storage and Offloading (FPSO) unit in the Stabroek block, with an initial average production of 250,000 barrels per day and a storage capacity of 2 million barrels [1] - The commencement of Yellowtail production signifies ExxonMobil's ongoing investment in the high-yield oil reserves of the Stabroek block [1] Group 2: Stakeholder Information - ExxonMobil holds a 45% stake as the operator of the Stabroek block, while China National Offshore Oil Corporation (CNOOC) owns the remaining 25% [1] - The offshore oil fields in Guyana have become high-yield assets for partners, with potential for further production increases and the generation of billions of dollars in revenue [1]

企查查APP显示，近日，中海油销售四川有限公司发生工商变更，注册资本由约9106.36万元增至约2.41 亿元。企查查信息显示，该公司成立于2012年，由中国海洋石油集团有限公司间接全资持股。 ...

Core Viewpoint - The successful completion of the land construction phase of the Huizhou 25-8 oil field comprehensive adjustment project marks a significant advancement in the South China Sea's eastern oil field capacity construction, transitioning to the offshore installation phase [1] Group 1: Project Overview - The Huizhou 25-8 DPPB platform is a large-scale offshore oil and gas production facility, measuring 81 meters in length, 44.5 meters in width, and 81.2 meters in height, with a total weight of approximately 14,370 tons [3] - The platform will serve as the largest water injection development platform in the eastern South China Sea, equipped with 107 sets of equipment for various functions including intelligent oil extraction and gas recovery [3] Group 2: Environmental and Technological Innovations - The project promotes the application of green low-carbon advanced technologies, including the first production water waste heat power generation device developed by China National Offshore Oil Corporation (CNOOC), which can reduce carbon dioxide emissions by approximately 11,800 tons annually [5] - The use of TMCP high-strength steel in the construction process contributes to a 10% reduction in metallurgical process emissions and a 5% reduction in processing emissions, supporting the green transformation of China's marine engineering equipment manufacturing industry [5] Group 3: Construction Efficiency and Techniques - The project team adopted a "land-based to sea, land-sea interaction" principle, achieving a 33% reduction in the high-altitude assembly workload by dividing the entire structure into nine large sections for assembly [7] - Innovative construction methods, such as double-layer prefabrication and the use of SPMT for transportation, significantly improved efficiency, allowing for the completion of over 6,000 pipelines and 280,000 meters of cable installation within 9.5 months [9] - The platform's upper block is scheduled for transportation to the Pearl River Estuary for installation by the end of August, which will enhance the oil recovery rate and extend the oil field's lifespan [9]

珠海珠免集团股份有限公司 一、开展外汇套期保值业务的目的 随着珠海珠免集团股份有限公司（以下简称"公司"）整体发展战略的持续 推进，对跨境资产配置及外币融资等业务需求同步提升。当前，国际外汇市场波 动性持续增强，汇率双向波动的频率与幅度均呈上升趋势，为有效规避外汇市场 的风险，防范汇率大幅波动对公司及下属子公司造成不利影响，进一步提高外汇 资金的使用效率，合理降低财务费用，增强公司整体财务状况的稳健性，公司及 下属子公司拟在遵循稳健经营原则的前提下，与具备外汇交易业务经营资质的银 行等金融机构开展外汇套期保值业务。 二、开展外汇套期保值业务的基本情况 （一）交易额度 公司及下属子公司拟开展套期保值业务规模总额不超过 3 亿元人民币或等 值外币，额度可循环使用。上述额度为公司及下属子公司合计总额度，且预计任 一交易日持有的最高合约价值不超过人民币 3 亿元或等值其他货币。 （二）交易品种 外汇套期保值业务只限于公司生产经营及融资过程中使用的币种，包括但不 限于日元、美元等跟实际业务相关的币种。 （四）交易期限 额度有效期为自公司董事会审议通过之日起 12 个月内，该额度可循环使用。 （五）交易对方与场所 为保障 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][3]. Core Viewpoints - The Yellowtail project in Guyana has commenced production ahead of schedule, with a designed capacity of 250,000 barrels per day, increasing the total capacity of the Stabroek block to 900,000 barrels per day. The project was initially planned for production in Q4 2025 [5][8]. - The company has successfully launched the Kenli 10-2 oilfield development project (Phase I) and the Dongfang 1-1 gas field 13-3 area development project, marking significant milestones in domestic oil and gas production [6][10]. - The domestic oil and gas production in China has shown positive growth, with the Bohai Oilfield achieving a record production of over 20 million tons of oil equivalent in the first half of 2025 [11]. - OPEC+ has fully exited an additional voluntary production cut of 2.2 million barrels per day, which may lead to a slight decrease in the medium to long-term oil price center [12]. - The company maintains its profit forecast for 2025-2027, projecting net profits of 126.3 billion, 129.7 billion, and 135 billion yuan, with corresponding EPS of 2.66, 2.73, and 2.84 yuan, and PE ratios of 9.7, 9.4, and 9.0x [14]. Summary by Sections Project Developments - The Yellowtail project is the fourth project in the Stabroek block, which includes existing projects Liza Phase I, Liza Phase II, and Payara. The average production in the Stabroek block is currently around 650,000 barrels per day, with an expected increase to 900,000 barrels per day post Yellowtail's production [5][8]. - The Kenli 10-2 oilfield is the first billion-ton level lithologic oilfield discovered in the Bohai Bay Basin, with Phase I involving the production of 79 wells and an expected peak output of approximately 19,400 barrels of oil equivalent per day by 2026 [6][10]. - The Dongfang 1-1 gas field project is China's first high-temperature, high-pressure, low-permeability natural gas development project, with an expected peak output of about 35 million cubic feet per day by 2026 [6][10]. Market Conditions - The first half of 2025 saw a stable increase in oil and gas production in China, with a total industrial crude oil output of 108 million tons, reflecting a year-on-year growth of 1.3% [11]. - The Brent crude oil futures average price in July 2025 was $69.4 per barrel, with a slight decrease from the previous month, while WTI crude oil futures averaged $67.1 per barrel [12]. Financial Projections - The company forecasts net profits for 2025-2027 to be 126.3 billion, 129.7 billion, and 135 billion yuan, with corresponding EPS of 2.66, 2.73, and 2.84 yuan, and PE ratios of 9.7, 9.4, and 9.0x, maintaining an "Outperform the Market" rating [14].

Group 1 - The Shanghai Composite Index fell by 0.46%, closing at 3666.44 points, while the Hang Seng Index decreased by 0.37%, closing at 25519.32 points [1] - CNOOC's A/H premium reached 48.63%, ranking 71st among A/H shares [1] - On the same day, CNOOC's A-shares closed at 25.8 yuan, down 0.39%, and H-shares closed at 18.99 HKD, down 0.11% [1] Group 2 - CNOOC is the largest offshore oil and gas producer in China and one of the largest independent oil and gas exploration and production companies globally [1] - The company's main business includes the exploration, development, production, and sales of crude oil and natural gas [1]

| 代码 | 名称 | | | | 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 600777 *ST新潮 | | 1089.67万 | 5.43% | -961.49万 | -4.79% | -128.17万 | -0.64% | | 600759 洲际油气 | | -474.70万 | -1.52% | -487.60万 | -1.57% | 962.29万 | 3.09% | | 000968 蓝焰控股 | | -1191.23万 | -14.59% | -160.35万 | -1.96% | 1351.58万 | 16.55% | | 600938 中国海油 | | -1.05 Z | -15.76% | 2315.82万 | 3.46% | 8225.67万 | 12.30% | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日油气开采板块主力资金净流出1.11亿 ...

金融界8月14日消息，上证指数高开低走，上证 180 资源指数 (180资源，000026)下跌0.24%，报4150.73 点，成交额287.64亿元。 从上证 180 资源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 180 资源指数持仓样本的行业来看，原材料占比55.89%、能源占比44.11%。 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。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。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。若上证180指数 调整样本，或上证180指数中样本公司有特殊事件发生，导致其行业属性发生变化，该指数系列样本进 行相应的调整。 数据统计显示，上证 180 资源指数近一个月上涨8.89%，近三个月上涨13.73%，年至今上涨12.80%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上 ...