证券之星消息，8月19日油气开采板块较上一交易日下跌1.42%，*ST新潮领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。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1.56亿元，游资资金净流入2875.59万元，散户资 金净流入1.27亿元。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） 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 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 000968 蓝焰控股 | | -1319.95万 | -16.98% | 570.82万 | 7.34% | 749.12万 | 9.63% | | 600759 洲际油气 | | -2381.67万 | -8.21% | 632.22万 | 2.18% | 1749.45万 | 6.03% | | 600777 | *ST新潮 | -4663.31万 | -18.31% | 2124.80万 | 8.34 ...

据了解，目前中国油企在伊拉克呈现出多层次、协同作战的格局。不仅有中国石油、中国石化和中国海 油，还有在近期招标中表现活跃的联合能源集团、洲际油气、安东油田服务和中曼石油等。 伊中合作由来已久 伊拉克作为石油输出国组织(OPEC)第二大产油国，自伊拉克战争后，油气产业逐步向国际开放，中国 石油企业凭借技术实力与合作诚意开始崭露头角。 2008年，中国石油获准参与伊拉克油气开采竞标，这成为中伊能源合作的起点。2009年，中国石油与英 国石油公司(BP)联合中标鲁迈拉油田，成为战后首轮公开招标的唯一中标项目。此后，中资企业陆续参 与哈法亚、西古尔纳-1、艾哈代布等多个油田项目，为伊拉克能源出口和经济恢复作出重要贡献。2023 年，伊拉克占中国原油进口总量的10.5%。与此同时，中国石油在天然气开发领域也取得突破，哈法亚 天然气处理厂有效利用伴生气，累计向当地电厂输送超50亿立方米天然气，缓解了伊拉克电力短缺问 题。 国际能源机构(IEA)预测，包括库尔德斯坦在内，伊拉克最终可采油气资源量约2460亿桶(原油和天然气 凝析油)。更具竞争力的是，伊拉克原油平均开采成本仅为每桶1至2美元，在全球能源市场中具备显著 成本优 ...

Group 1 - Federal Reserve Chairman Powell's speech at the Jackson Hole Economic Symposium is anticipated to be a critical policy statement, influencing global asset pricing [1][2][3] - Current market expectations indicate an over 85% probability of a rate cut in September, but the unexpected 0.9% month-on-month increase in July PPI has raised inflation concerns [1][2] - Powell faces the challenge of balancing persistent inflation against economic growth pressures, with the recent PPI increase driven by rising energy prices and supply chain costs [1][2][3] Group 2 - Market participants are looking for clear signals from Powell regarding the initiation of a rate cut cycle, while also being cautious about inflation uncertainties [2][3] - If Powell emphasizes data dependency and shows caution regarding PPI fluctuations, it may suggest a modest rate cut of only 25 basis points [2][3] - Conversely, if he downplays short-term inflation volatility and focuses on cooling labor markets and slowing economic momentum, a more aggressive easing signal could emerge [2][3] Group 3 - The implications of Powell's speech are significant for emerging markets, as it will directly impact capital flows, currency stability, and economic growth prospects [3][4] - A clear signal of a rate cut could lead to three benefits for emerging markets: narrowing interest rate differentials, a weaker dollar, and reduced financing costs for dollar-denominated debt [3][4] - However, if Powell conveys a hawkish stance on inflation, emerging markets may face challenges such as capital outflows, currency depreciation, and worsening growth outlooks [4] Group 4 - Investors should focus not only on the likelihood of a rate cut but also on Powell's assessment of inflation resilience and growth risks, as well as the Fed's independence amid political pressures [5] - Understanding the underlying logic of the Fed's policy decisions is crucial for navigating asset pricing in an uncertain environment [5]

Core Insights - A-shares reached a historic milestone with a total market capitalization exceeding 100 trillion yuan, marking a new high in history [3][7] - The Shanghai Composite Index closed at 3728 points, the highest level in nearly a decade [3][12] - The North Shenzhen 50 Index surged by 6.79%, also achieving a historical peak [3] - Both the Shenzhen Component Index and the ChiNext Index surpassed their previous highs from October 8 of the previous year [3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.76 trillion yuan, the highest for the year and the third highest in history [3][7] Market Performance - A-shares experienced a broad-based rally, with the Shanghai Composite Index briefly breaking through the key resistance level of 3745 points [7] - The market saw significant upward movement, with 4034 stocks rising and a strong market sentiment reflected in a rise-to-fall ratio of 213.2 [7] - High-volatility small-cap stocks were favored, particularly in sectors like liquid cooling servers, film and television, consumer electronics, and rare earth permanent magnets, while coal, precious metals, oil and gas extraction, and steel sectors saw declines [7] Investor Sentiment - Investor sentiment is a crucial indicator of market confidence, with 33,235 users participating in a survey on August 18 [5] - The survey indicated a mixed sentiment among retail investors, with a high entry enthusiasm but a cautious approach towards high-volatility small-cap stocks [9] - Institutional investors displayed a dual strategy of maintaining core assets while exploring growth sectors, with insurance funds increasing allocations to technology stocks [9] Trading Dynamics - The trading volume has significantly increased, with margin financing balances exceeding 2.06 trillion yuan, the highest in a decade [7] - If trading volumes continue to exceed 2.5 trillion yuan, there is potential for the index to challenge the 3800-point mark [7] - Retail investors showed a strong inclination to enter the market, contributing to heightened market activity, although there were notable signs of capital diversion [9]

Group 1 - The oil and gas extraction sector experienced a decline of 0.3% on August 18, with Blue Flame Holdings leading the drop [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] - The main funds in the oil and gas extraction sector saw a net outflow of 167 million yuan, while retail investors had a net inflow of 136 million yuan [1] Group 2 - Among individual stocks, *ST Xinchao had a closing price of 4.39 yuan with a slight increase of 0.46%, while Blue Flame Holdings closed at 7.19 yuan, down 0.69% [1] - The trading volume for *ST Xinchao was 947,600 shares, with a transaction amount of 423 million yuan, while Blue Flame Holdings had a trading volume of 187,500 shares [1] - The net inflow of retail funds for *ST Xinchao was 24.48 million yuan, while Blue Flame Holdings saw a net outflow of 204.62 million yuan [2]

A股三大指数盘中齐创多年新高。 8月18日，A股三大指数盘中齐创多年新高。 其中，沪指盘中突破2021年2月曾触及的3731.69点的高点，刷新近十年来新高； 深证成指盘中突破11864.11点（2024年10月高点），创出最近两年新高； 创业板指数盘中突破2600点整数关口，并突破2576.22点（2024年10月高点），刷新2023年2月以来新高。 截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 | 全A | 涨 4034 平 165 | 跌 1220 A股成 | | --- | --- | --- | | 序号 代码 | 名称 | 现价 涨跌 涨跌幅 | | 1 | 000001 上证指数 | 3728.03 c 31.26 0.85% | | 2 | 399001 深证成指 | 11835.57c 200.90 1.73% | | ന | 899050 北班50 | 1576.63c 100.30 6.79% | | ব | 881001 万得全A | 5916.34c 81.42 1.40% | | 5 | 000688 科创50 | 1124.82c 23.53 2.14% ...

8月18日，中国石油股份(00857)盘中下跌2.08%，截至15:03，报7.52元/股，成交4.13亿元。 中国石油天然气股份有限公司是中国最大的油气生产和销售商，主要从事原油和天然气的勘探、开发、 生产、输送及销售，并涉足新能源、炼油及化工产品的生产与销售。公司还在全球范围内进行天然气输 送、销售及非油品贸易，拥有A股、H股及美国存托股的上市地位。 截至2025年一季报，中国石油股份营业总收入7531.08亿元、净利润468.09亿元。 本文源自：金融界 作者：行情君 ...

8月14日，中国海油"璇玑"地质循轨旋转导向钻探系统（以下简称"'璇玑'系统"）搭建的"井—地—基"全 链路高速通讯通道累计传输曲线超过50万条，总数据量突破500G，相当于1000口井的总数据量，或一 口100万米井的全部数据，实现了我国油气定向钻探技术的"云上千·百万"里程碑式跨越。 "璇玑"系统是我国油气勘探开发领域的一项革命性、颠覆性技术突破，可在钻探过程中"瞄着深层靶点 去""沿着储层边界钻"，是地质勘探和油气开发必备的"深地制导"革命性技术，代表着当今世界钻井技 术发展的最高水平。 "璇玑"系统通过数字化技术构建了"井场端—云端—应用端"的实时数据传输链路，实现"深地数据云上 传播"的高速通讯能力。在本次实现"云上千·百万"里程碑的作业中，"璇玑"技术团队创新采用流体压力 波传输技术，实现地层信息在湍流流体、单芯电缆、大气环境等多介质中高效稳定传输，首次搭建 起"中国—乌干达"超9000公里的"井—地—基"全链路高速通讯通道，成功超远程命中深地靶点，大幅提 升了海外复杂井况钻探作业整体稳定性。 责任编辑：于彤彤 本次作业深度超5000米、地质状况复杂，对钻井轨迹控制影响极大。为保障"璇玑"在乌的关 ...

板块方面，影视院线板块领涨两市，百纳千成、华智数媒、华策影视20cm涨停；液冷服务器概念持续大涨，高澜股份、强 瑞技术等多股涨停；稀土永磁板块走高，金田股份一字涨停；软件开发板块强势，临近午盘科创信息触及20cm涨停；下跌 方面，煤炭股走弱，晋控煤业跌幅居前；油气股走低，海油工程领跌。总体来看，个股呈普涨态势，上涨个股超4000只。 盘面上，影视院线、液冷服务器、科创次新股板块涨幅居前，贵金属、煤炭开采加工、油气开采板块跌幅居前。 18日消息，沪指半日涨超1%创近十年新高，创指涨超3%。 截至午间收盘，沪指报3740.50点，涨1.18%；深成指报11896.38点，涨2.25%；创指报2626.29点，涨3.63%。 ...

Investment Rating - The report maintains a positive outlook on ExxonMobil, indicating a favorable investment rating based on strong performance in upstream operations [1][2]. Core Insights - ExxonMobil reported adjusted net income of $7.082 billion for Q2 2025, slightly below consensus expectations of $7.082 billion, driven by robust performance in upstream operations [1][2]. - The company reaffirmed its capital expenditure guidance for FY 2025 in the range of $27-29 billion and confirmed a quarterly dividend of $0.99 per share, consistent with Q1 2025 [1]. - ExxonMobil also confirmed a $20 billion stock buyback plan to be maintained through 2026 [1]. Summary by Relevant Sections Upstream Business Performance - The upstream segment achieved adjusted net income of $5.402 billion, exceeding consensus expectations of $4.764 billion, supported by increased production from the Permian Basin and Guyana projects, structural cost savings, favorable exchange rates, and tax impacts, partially offset by price declines [2][4]. - Oil and gas production reached 4.63 million barrels of oil equivalent per day, reflecting a 13% year-over-year increase in H1 2025 [2]. Energy Products - The energy products segment reported adjusted net income of $1.365 billion, surpassing consensus expectations of $1.265 billion, as cost savings and planned maintenance mitigated the impact of declining refining margins [2][4]. Chemical Products - The chemical segment's adjusted net income was $293 million, falling short of consensus expectations of $427 million, primarily due to narrowing margins and increased spending related to projects in China, although partially offset by structural cost savings [2][4]. Specialty Products - The specialty products segment reported adjusted net income of $780 million, exceeding expectations of $728 million, as margin improvements and cost savings offset increased expenses [2][4].