证券日报网讯 中油资本7月29日发布公告，在公司回答调研者提问时表示，为积极践行国家对资本市场 有关决策部署，深化落实监管部门对市值管理有关工作要求，公司制定并发布《"质量回报双提升"行动 方案》，从党建引领、产融结合、业务发展、风险防控、市值管理、信息披露、股东回报等七个方面提 出工作举措，有序推进相关工作；制定市值管理办法，将市值考核指标纳入管理层年度业绩合同。下一 步，公司将贯彻落实监管规定，综合运用多种市值管理工具，积极研究引入长期耐心资本，稳步提升公 司投资价值，切实做好市值管理工作。 （编辑 王雪儿） ...

（编辑 王雪儿） 证券日报网讯 中油资本7月29日发布公告，在公司回答调研者提问时表示，公司目前暂不涉及稳定币相 关业务。公司注意到部分投资者对稳定币业务有较高关注，为回应投资者关切，公司正在组织对相关领 域政策进行研究。 ...

（编辑 王雪儿） 证券日报网讯 中油资本7月29日发布公告，在公司回答调研者提问时表示，昆仑信托2025年上半年净利 润较2024年同期增长幅度较大，主要是积极把握市场机遇，上半年新增信托项目近200单，资产管理类 新增规模同比增长超70%；深耕主业单位和产业链客户需求，创新结合财富管理、绿色金融、公益慈善 等金融服务，加速提升资产与资金双向配置能力，形成多层次产业金融服务矩阵，为其业务的发展奠定 基础。 ...

7月29日，中油资本发布投资者关系管理信息披露，对于投资者问及的旗下昆仑信托上半年业绩大增的 原因，中油资本表示，昆仑信托2025年上半年净利润较2024年同期增长幅度较大，主要是积极把握市场 机遇，上半年新增信托项目近200单，资产管理类新增规模同比增长超70%；深耕主业单位和产业链客 户需求，创新结合财富管理、绿色金融、公益慈善等金融服务，加速提升资产与资金双向配置能力，形 成多层次产业金融服务矩阵，为其业务的发展奠定基础。 ...

证券之星消息，7月29日多元金融板块较上一交易日上涨0.47%，中油资本领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。多元金融板块个股涨跌见下表： 从资金流向上来看，当日多元金融板块主力资金净流出3.88亿元，游资资金净流出2713.28万元，散户资 金净流入4.15亿元。多元金融板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000617 | 中海资本 | = 4.24 Z | 10.66% | -7064.61万 | -1.78% | -3.53 Z | -8.88% | | 600830 | 香溢腰通 | 3527.24万 | 9.34% | -369.98万 | -0.98% | -3157.26万 | -8.36% | | 000415 | 渤海租赁 | 2710.75万 | 8.49% | -1071.48万 | - ...

Group 1: Investment and Business Development - The company held a seminar on collaborative development with Kunlun Capital to establish a platform for efficient connections between main business units, capital finance, and invested enterprises [2] - The company aims to explore a distinctive development path for capital investment and industrial finance, leveraging its comprehensive financial licenses and nationwide service network [2] - The company plans to enhance its financial product offerings and provide tailored, competitive one-stop financial services using various financial tools [2] Group 2: Market Value Management - The company has developed the "Quality Return Dual Improvement" action plan to align with national capital market policies and regulatory requirements [3] - The plan includes measures across seven areas: party leadership, integration of industry and finance, business development, risk prevention, market value management, information disclosure, and shareholder returns [3] - The company will implement various market value management tools and seek to attract long-term patient capital to enhance investment value [3] Group 3: Financial Performance - Kunlun Trust reported a significant increase in net profit for the first half of 2025, with a growth rate exceeding 70% compared to the same period in 2024 [3] - The growth was driven by seizing market opportunities, adding nearly 200 new trust projects, and enhancing asset and fund allocation capabilities [3] Group 4: Stablecoin Inquiry - The company is currently not involved in stablecoin-related business but is researching relevant policies due to investor interest [3]

Group 1 - The Ministry of Industry and Information Technology emphasizes the need for enhanced governance in key industries such as photovoltaic and new energy vehicles, aiming to eliminate outdated production capacity through standard upgrades [1] - The meeting focuses on deepening reforms and modernizing industry governance, which is expected to positively influence the long-term healthy development of the industry [1] Group 2 - China National Petroleum Corporation Capital, through its subsidiary Kunlun Capital, has acquired a 20% stake in both Fusion New Energy (Anhui) Co., Ltd. and China Fusion Energy Co., Ltd., indicating a strategic interest in the fusion energy sector [2] - The investment in fusion energy reflects a potential new avenue for capital deployment, supporting technological breakthroughs and the transformation of the energy structure [2] Group 3 - Guoneng Rixin has announced that the acquirer Yongzheng and its concerted party Ding Jiangwei plan to gain control of the company through a private placement, which has received approval from the shareholders' meeting and regulatory bodies [3] - The acquisition will result in the acquirer holding over 30% of Guoneng Rixin's equity, triggering a mandatory tender offer, but the acquirer has committed to not transferring the newly issued shares for three years, allowing for a smooth transaction [3] - The funds raised from the private placement are expected to facilitate the company's business expansion and innovation in new energy information products [3]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Zhongyou Capital, which closed at 9.1 yuan with a PE ratio of 27.44 times, significantly lower than the industry average of 43.67 times [1][2] - As of March 31, 2025, Zhongyou Capital had 179,183 shareholders, a decrease of 26,205 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in financial products, including external investments, investment management, and consulting, and has received several awards for its services in financial aging and digital transformation in the insurance industry [1] Group 2 - The latest financial results for Zhongyou Capital show a revenue of 8.947 billion yuan for Q1 2025, representing a year-on-year decrease of 7.77%, and a net profit of 1.269 billion yuan, down 26.57% year-on-year, with a gross profit margin of 0.59% [1] - In terms of valuation metrics, Zhongyou Capital's PE (TTM) is 27.44, while the static PE is 24.73, and the price-to-book ratio is 1.12, with a total market capitalization of 115.043 billion yuan [2] - The industry average PE is 43.67, with a median of 30.27, indicating that Zhongyou Capital ranks 12th among its peers in the diversified financial sector [2]

Group 1 - The global energy transition is accelerating, with nuclear energy gaining renewed attention as a clean and efficient energy source [2] - In the first half of 2025, financing in the controllable nuclear fusion sector reached 4.73 billion yuan, a year-on-year increase of 320% [2] - China Fusion Energy Co., Ltd. was established to reshape the global energy landscape, with a registered capital of 15 billion yuan after a capital increase [2] Group 2 - Notable investors in China Fusion include China National Nuclear Corporation and Kunlun Capital, with Kunlun Capital investing over 3 billion yuan for a 20% stake [2] - The strategic investment by Kunlun Capital reflects its forward-looking vision in the energy sector and aims to capitalize on significant opportunities in the energy industry transformation [2] - The potential of controllable nuclear fusion is attracting many strong enterprises, with China National Nuclear Power and Zhejiang Energy Power recognizing China Fusion's leading position in technology development [3] Group 3 - Continuous breakthroughs in technology, ongoing project financing, and increased policy attention are propelling China's controllable nuclear fusion industry into a fast development phase [3] - The early positioning of Kunlun Capital in this emerging energy sector is expected to allow the company to share in the benefits of industry growth and embark on a new journey of high-quality development [3]

Group 1 - The successful trial of China's first domestically produced 70 MPa high-pressure gas injection compressor unit marks a significant technological achievement for the company and supports the development of oil and gas resources at depths of 7000 meters [1][3] - The compressor unit was tested at the Shuangyu 132 well in the Sichuan Basin, completing 500 hours of industrial testing and achieving a cumulative water displacement of approximately 1000 cubic meters [1][3] - The project addresses long-standing technology monopolies by foreign companies and is part of China's energy strategy to develop critical core technologies for high-pressure gas injection compressors [3] Group 2 - The company focused on overcoming four major technical bottlenecks: reliability of high-pressure dynamic sealing, control of high-pressure pulsation and additional stress, lifespan of core components under high pressure and high speed, and intelligent operation and safety monitoring [3] - A rigorous verification system was established to ensure product reliability, including innovative nitrogen/natural gas modeling test methods and the construction of a leading domestic ultra-high-pressure nitrogen load testing platform [3] - The successful launch of the compressor has set a new record for the depth of gas lifting in domestic drainage and gas extraction processes, contributing to the self-reliance of high-end equipment for deep oil and gas development in China [3]