（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，7月9日，公司与昆仑资本在 上海陆家嘴联合召开产投融协同发展研讨活动，旨在构建以产业为基础、以资本为纽带、以金融服务为 支撑的产投融协同发展模式，搭建主业单位、资本金融、被投企业的高效对接平台。后续，中油资本将 积极探索央企办资本投资和产业金融的特色发展之路，充分发挥银行、保险、金租、信托、私募投资等 金融牌照齐全和服务网络遍及全国的优势，持续丰富完善金融产品谱系，统筹运用股权、债权、保险、 投行等各种金融工具，为企业量身定制差异化、最具市场竞争力的一站式综合金融服务。 ...

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]

Core Viewpoint - The A-share market experienced an overall upward trend, with significant activity in the real estate and financial sectors, as the Shanghai Composite Index reached a new high since October 9, 2024, closing up by 0.48% [1] Real Estate Sector - Real estate stocks surged in the afternoon, with notable performances from companies like Nanshan Holdings and Huaxia Happiness, both hitting the daily limit [4][6] - The Ministry of Housing and Urban-Rural Development emphasized the importance of promoting stable and healthy development in the real estate market, advocating for tailored policies to enhance effectiveness [6][7] - Debt restructuring among real estate companies has accelerated, with Dragon Light Group completing a significant bond restructuring involving a total principal balance of 21.96 billion [7] Financial Sector - The financial sector remained active, with several bank stocks, including Industrial and Commercial Bank of China, reaching historical highs [10] - A collaborative event aimed at developing a new model for industrial investment and financing was held, highlighting the comprehensive financial services offered by institutions like Zhongyou Capital [10] - Analysts noted a strong growth trend in brokerage firms, driven by increased trading volumes and favorable market conditions [10] Silicon Energy Sector - The silicon energy sector saw significant gains, with Silicon Treasure Technology rising over 18% [12] - Reports indicated that multiple silicon wafer companies have raised their prices, with increases ranging from 8% to 11.7% [14] - In the futures market, the main contract for polysilicon surged past 40,000 yuan per ton, reflecting a tightening supply outlook [15]