上半年，公司制定市值管理办法与行动方案，从多方面推进相关工作。未来将综合运用工具，引入长期 资本，提升投资价值。在产投融协同方面，公司以上海陆家嘴举办研讨活动为契机，构建协同发展新模 式，丰富产品谱系，打造命运共同体。 9月12日下午15:30 - 16:30，中国石油集团资本股份有限公司以业绩说明会的形式，通过全景网"投资者 关系互动平台"（https://ir.p5w.net）和深圳证券交易所"互动易"平台"云访谈"栏目 （http://irm.cninfo.com.cn）采用网络互动的方式，接受了投资者调研。公司副董事长、总经理何放，副 总经理、财务总监、董事会秘书刘强，独立董事陈武朝以及财务部、证券事务部总经理及工作人员参与 接待。以下为本次调研的精彩要点： 主要投资方向聚焦产业与绿色金融 中油资本作为金融服务管理平台，旗下金融企业坚守产业金融定位，聚焦服务能源产业与价值创造，发 挥产业链金融优势，提供特色化综合金融解决方案。同时大力发展绿色金融，以能源与化工产业链为重 点，打造石油特色绿色金融产品与服务。此外，着力发展金融科技，推动智慧金融高质量发展。 绿色金融成效显著，投融资规模超千亿元 公司将绿 ...

Investment Focus - The company focuses on providing comprehensive financial solutions tailored to the energy industry, emphasizing green finance and low-carbon products [2][3] - The green finance investment scale exceeds 100 billion yuan, with technology finance credit balance nearing 29 billion yuan [3] Performance Outlook - The company aims to achieve its operational goals set by the board for the year, enhancing market marketing efforts and innovation [3] - The company has implemented a market value management plan to improve investment value and shareholder returns [3] Green Finance Strategy - The company has integrated green development into its strategy, with a focus on carbon neutrality goals and a comprehensive green finance service system [3][5] - The green investment scale is projected to reach 43.374 billion yuan by 2024 [6] International Expansion - The company is committed to enhancing its financial service capabilities in line with the "Belt and Road" initiative, focusing on energy and chemical industry chains [5] - Recent international business revenue has declined due to factors like U.S. interest rate changes, prompting the company to optimize its asset structure [6] Financial Management - The company reported a provision for financial asset impairment of 730.6 million yuan for the second quarter of 2025 [3] - The net cash flow from operating activities has decreased year-on-year, primarily due to increased customer loans and investments in financial assets [4]

Group 1 - The stock price of China Petroleum Capital increased by 2.07% on September 12, reaching 11.36 CNY per share, with a trading volume of 1.638 billion CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 143.614 billion CNY [1] - Year-to-date, the stock price has risen by 67.72%, with a 5-day increase of 5.19%, a 20-day increase of 27.64%, and a 60-day increase of 62.45% [1] - The company has appeared on the "Dragon and Tiger List" 8 times this year, with the most recent appearance on September 2, where it recorded a net buy of -184 million CNY [1] Group 2 - China Petroleum Capital, established on October 11, 1996, operates a comprehensive range of financial services, including finance companies, banks, financial leasing, trusts, insurance, and securities [2] - The main revenue sources are interest income (87.91%), earned premiums (5.90%), commission income (4.13%), and other businesses (2.06%) [2] - As of June 30, 2025, the company reported a revenue of 17.73 billion CNY, a year-on-year decrease of 8.93%, and a net profit attributable to shareholders of 2.596 billion CNY, a year-on-year decrease of 14.74% [2] Group 3 - Since its A-share listing, China Petroleum Capital has distributed a total of 15.115 billion CNY in dividends, with 4.437 billion CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 95.5992 million shares, a decrease of 19.1016 million shares from the previous period [3] - Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF have increased their holdings, with 45.3805 million shares and 32.1205 million shares respectively [3]

Core Viewpoint - China National Petroleum Corporation (CNPC) is enhancing the integration of industry and finance through collaboration between its two key listed companies, China Petroleum Engineering Co., Ltd. (CPE) and China Petroleum Capital Co., Ltd. (CPC), aiming to inject new momentum into the high-quality development of the energy industry [1][2] Group 1 - CPE and CPC held a meeting to discuss key topics such as industry-finance synergy, market value management, and services for the energy main business [1] - The collaboration aims to explore innovative financial products and service models, focusing on major energy engineering projects and increasing financial support for green refining and new energy projects [1][2] - Both companies will establish a regular communication mechanism to promote deeper integration of industry and finance, creating a replicable model for energy industry synergy [2] Group 2 - CPE plans to leverage CPC's financial products and services to optimize its capital structure, reduce financing costs, and enhance project profitability and market competitiveness [2] - CPC will focus on serving the main responsibilities of the industry by innovating financial tools to improve service quality and support CPE's detailed work in the energy engineering sector [2] - The collaboration is expected to contribute significantly to CNPC's goal of becoming a world-class comprehensive international energy company and support the transformation and upgrading of the energy industry [2]

Group 1 - The digital currency concept stocks experienced significant fluctuations, with notable gains observed in several companies [1] - Zhongyou Capital reached its daily limit increase, indicating strong market interest and investor confidence [1] - Xingwang Ruijie saw an increase of over 7%, reflecting positive sentiment in the digital currency sector [1] Group 2 - Other companies such as Fabon Information, Xiaogoods City, and New Wisdom Software also reported gains, suggesting a broader trend in the industry [1]

文 | 中关村储能产业技术联盟 9月9日，中国石油集团济柴动力有限公司400套5MWh液冷储能系统电气分部件中标候选 人公示。 第一中标候选人： 厦门科华数能科技有限公司 投标报价19 0 3 7 2 8 . 1 7元/套 折合单价0. 3 8 1元/Wh； 第二中标候选人： 宁德时代新能源科技股份有限公司 投标价253 8 0 7 6 . 5 7元/套 折合单价0. 5 0 8元/Wh。 入会、入群、产业交流、活动对接 | 厦门科华数能科技有 400套5MWh液冷储能系 1903728.17 48.92 3 45 96.92 1 限公司 | 统电气分部件 | | --- | --- | | 宁德时代新能源科技 400套5MWh液冷储能系 2538076.57 39.7 3 | | | 股份有限公司 | 统电气分部件 | 根 据 招 标 公 告 ， 项 目 采 购 400 套 5MWh 储 能 直 流 舱 成 套 设 备 ， 采 购 预 算 9 . 2 3 亿 元 （ 含 税）、总规模2GWh，折合单价0.4615元/Wh。 相关阅读 8月储能招标：内蒙古规模领跑全国，大规模项目占据主流 新型储能不计入输配电 ...

从资金流向上来看，当日多元金融板块主力资金净流出2.97亿元，游资资金净流入2453.19万元，散户资 金净流入2.72亿元。多元金融板块个股资金流向见下表： 证券之星消息，9月9日多元金融板块较上一交易日下跌1.07%，中油资本领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。多元金融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) | | | --- | --- | --- | --- | --- | --- | --- | | 000935 | 四川双马 | 20.62 | 3.57% | 22.85万 | | 4.75亿 | | 000415 | 渤海相信 | 3.67 | 2.80% | 159.24万 | | 5.82 Z | | 600901 | 江苏金租 | 5.56 | 0.91% | 48.82万 | | 2.70亿 | | 000563 | 陕国投A | 3.60 | 0.56% | 56.88万 | | 2.04亿 | | 600517 | 国网英大 | 5.93 | 0.51% ...

9月9日，中油资本盘中下跌2.06%，截至09:38，报10.48元/股，成交2.03亿元，换手率0.15%，总市值 1324.89亿元。 责任编辑：小浪快报 中油资本所属申万行业为：非银金融-多元金融-金融控股。所属概念板块包括：央企金控、大盘、RPA 概念、创投、数字货币等。 截至6月30日，中油资本股东户数20.90万，较上期增加16.64%；人均流通股60487股，较上期减少 14.27%。2025年1月-6月，中油资本实现营业收入177.30亿元，同比减少8.93%；归母净利润25.96亿元， 同比减少14.74%。 分红方面，中油资本A股上市后累计派现151.15亿元。近三年，累计派现44.37亿元。 机构持仓方面，截止2025年6月30日，中油资本十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股9559.92万股，相比上期减少1910.16万股。华泰柏瑞沪深300ETF（510300）位居第八大流 通股东，持股4538.05万股，相比上期增加390.07万股。易方达沪深300ETF（510310）位居第九大流通 股东，持股3212.05万股，相比上期增加305.86万股。 资金流向 ...

Core Insights - The article discusses the production trends of petroleum coke in China, highlighting a decrease in output for the year 2025 compared to previous years [1] Industry Overview - According to the National Bureau of Statistics, China's petroleum coke production in July 2025 is projected to be 2.65 million tons, reflecting a year-on-year decline of 2.1% [1] - Cumulative production from January to July 2025 is reported at 18.282 million tons, which represents a cumulative decrease of 4.4% compared to the same period in the previous year [1] Company Insights - The article lists several companies involved in the petroleum coke industry, including Huajin Co., Yuancheng Energy, Shanghai Petrochemical, Huaxi Energy, Wanhua Chemical, Hengli Petrochemical, Rongsheng Petrochemical, Xin'ao Co., and Sinopec Capital [1] - The report by Zhiyan Consulting provides an analysis of the development trends and investment potential in the petroleum coke industry from 2025 to 2031 [1]

Core Viewpoint - China National Petroleum Corporation Capital (中油资本) announced that it will hold a semi-annual performance briefing on September 12, 2025, via online interaction [1] Company Summary - The company is scheduled to conduct its performance briefing on a specific date, indicating a commitment to transparency and communication with stakeholders [1]