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中曼石油:伊拉克项目正常推进 持续评估中东局势影响
news flash· 2025-06-23 08:06
智通财经6月23日电,中曼石油在互动平台表示,目前公司伊拉克项目各项工作正常推进,公司会按照 相关要求对每个项目进行安全评估,并为每个项目制定安保预案及应急预案,以应对各种突发情况。公 司也会持续关注中东局势发展,持续评估影响,并根据实际情况及时调整风控措施和项目推进策略。 中曼石油:伊拉克项目正常推进 持续评估中东局势影响 ...
平安证券晨会纪要-20250623
Ping An Securities· 2025-06-23 00:35
Group 1: Non-Bank Financial Sector - The China Securities Regulatory Commission (CSRC) is seeking public opinion on the revised "Securities Company Classification Evaluation Regulations," aiming to optimize the classification and regulatory system for securities companies, enhancing their functional roles and professional capabilities [6][7][8] - The revised regulations will integrate business scoring indicators to support the differentiated development of small and medium-sized institutions, promoting a more efficient operational direction [7][8] - Investment recommendations focus on leading securities firms such as CITIC Securities, Huatai Securities, China Galaxy, and CICC, which are expected to benefit from the ongoing reforms in the capital market and securities industry [6][8] Group 2: Bond Market - The new special bond uses include addressing local government arrears to enterprises, with an estimated scale of 760 billion yuan for this year, indicating a shift in the focus of special bonds towards debt repayment [9][11] - The total issuance of special bonds for stabilizing growth is expected to be 5.08 trillion yuan in the second half of the year, reflecting a year-on-year decrease of 0.7 trillion yuan [9][11] Group 3: Medical Equipment Sector - The medical equipment update is deepening, with county-level medical communities actively engaging in procurement projects, leading to significant orders for various medical devices [12][13] - The procurement scale for new medical equipment has shown a month-on-month improvement, with January to May 2025 procurement amounts reaching 174 billion yuan, 113 billion yuan, 140 billion yuan, 153 billion yuan, and 134 billion yuan, respectively, indicating a strong recovery trend [13][14] - Investment suggestions include focusing on leading domestic companies in high-end and intelligent medical equipment, such as Mindray Medical, United Imaging, and others [15] Group 4: Real Estate Sector - The real estate sector is expected to maintain a volatile trend, with a recent decline of 1.69% in the sector, underperforming the CSI 300 index [17][18] - Recommendations emphasize focusing on companies with strong inventory structures, land acquisition capabilities, and product strength, which are likely to benefit from market stabilization [18] Group 5: Commodities Sector - Gold prices are expected to maintain a strong trend due to ongoing geopolitical issues, with the COMEX gold futures price recently at 3384.4 USD/oz [20] - Copper and aluminum inventories are at low levels, suggesting potential price increases, with LME copper and aluminum prices at 9660.5 USD/ton and 2561.5 USD/ton, respectively [21][22] - Investment recommendations include focusing on gold, copper, and aluminum sectors, with specific companies highlighted for their strong market positions [22][24]
带着课题上清华
Jing Ji Ri Bao· 2025-06-21 22:26
Group 1 - The core focus of the training program is to cultivate skilled talents, particularly "great country craftsmen," to support industrial transformation and high-quality development in China [2][4] - The first "Great Country Craftsman Talent Training Camp" has enrolled 220 participants, primarily from key enterprises in manufacturing, with over 60% holding senior titles [2][3] - The training emphasizes practical problem-solving, with participants applying learned skills to real-world challenges, leading to innovative solutions that are cost-effective [3][4] Group 2 - The current skilled workforce in China exceeds 200 million, with over 60 million high-skilled workers, yet there is a pressing need for more skilled craftsmen to meet the demands of innovation-driven development [4] - The training program aims to produce approximately 2,000 "great country craftsmen" and 50,000 city-level craftsmen by 2035, as outlined in recent government initiatives [2][4] - The program encourages participants to share their knowledge and skills with peers, fostering a culture of continuous learning and improvement within their organizations [4]
美国至6月20日当周石油钻井总数438口。
news flash· 2025-06-20 17:03
Group 1 - The total number of oil drilling rigs in the United States was 438 as of the week ending June 20 [1]
美国至6月20日当周石油钻井总数将于十分钟后公布。
news flash· 2025-06-20 16:55
Core Viewpoint - The total number of oil rigs in the United States will be announced shortly, specifically for the week ending June 20 [1] Group 1 - The announcement is expected to provide insights into the current state of the oil drilling industry in the U.S. [1]
临盘采油厂持续打造一体化注水标杆示范工程
Qi Lu Wan Bao Wang· 2025-06-20 01:39
临盘采油厂党委常委、副厂长刘双喜说,依托《临盘采油厂注水考核办法》,他们推行"通报+绩效"考 核机制,将注水管理成效与工作作风紧密挂钩,让"以水为先""注水必有效"理念深入人心。 "由于维护工作不到位,水井管柱寿命短,大修频繁。通过系统化治理,2024年水井大修频次较以往减 少超过50%,员工劳动强度得到有效降低。"刘双喜说,在配备水井驻井监督的同时,他们对水井作业 动力实施提级管理。 水井动力必须保障在三分之一以上,投转注完井后24小时必须注水,措施水井三个月必须分析效果…… 一系列严苛又细致的规定,推动临盘采油厂注水工作朝着精细化方向迈进。 聚焦"像对待油井一样对待水井"等理念,临盘采油厂构建了水质全链条、无死角管控体系,全力让地层 喝上"健康水"。从"补课式"应急到"前瞻性"布局,临盘采油厂在对第一个三年规划"回头看、再讨论、 再调查"之后,下一个三年注水规划已然成型。 "目前,采油厂将稀油自然递减率、动液面回升、单元水质合格率等重点指标分解到每个月份和各个管 理区,助力一体化注水工作再上新台阶。"于昭东说。(大众新闻记者顾松通讯员邵明浩周国庆) 临盘之变,始于观念重塑。一边是新区块少、化学驱见效差的现 ...
A股突变!超4600股飘绿!石油股逆市大涨
Zheng Quan Shi Bao· 2025-06-19 09:20
Market Overview - A-shares showed weak performance today, with the Shanghai Composite Index down nearly 1% and the Hang Seng Index dropping close to 2% [1][2] - Major A-share indices experienced fluctuations, with the Shenzhen Component Index and ChiNext Index both declining over 1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,811 billion yuan, an increase of nearly 600 billion yuan compared to the previous day [1] Sector Performance Oil Sector - The oil sector surged against the market trend, with Shouhua Gas hitting a 20% limit up, and Tongyuan Petroleum rising over 11% [3][4] - Shandong Molong and Zhun Oil both achieved five consecutive limit ups, indicating strong investor interest [3][4] - The geopolitical situation in the Middle East, particularly attacks on energy facilities, has contributed to rising oil prices and increased market volatility [5][6] Pharmaceutical Sector - The pharmaceutical sector saw significant declines, with Changshan Pharmaceutical hitting a 20% limit down and Hanyu Pharmaceutical and Guangshengtang dropping over 10% [10][11] - Changshan Pharmaceutical recently reached a historical high but has faced a sharp decline due to uncertainties regarding its new diabetes treatment, which is still under review [12] - Yong'an Pharmaceutical also faced a decline, with recent announcements indicating a lack of significant changes in its fundamentals despite a recent surge in stock price [12] Solid-State Battery Sector - The solid-state battery sector was active, with Haike New Source and Tianli Lithium Energy both hitting limit ups of 20% and approximately 12% respectively [7][8] - The recent China International Solid-State Battery Technology Conference is expected to accelerate the industrialization process of solid-state batteries, supported by strong government policies [9]
A股突变!超4600股飘绿!石油股逆市大涨
证券时报· 2025-06-19 09:12
Market Overview - A-shares showed weak performance on June 19, with the Shanghai Composite Index down nearly 1% and the Hang Seng Index dropping close to 2% [1][2] - Major A-share indices experienced fluctuations, with the Shenzhen Component Index and ChiNext Index both falling over 1% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,811 billion yuan, an increase of nearly 600 billion yuan compared to the previous day [1] Sector Performance Oil Sector - The oil sector surged against the market trend, with Shouhua Gas hitting a 20% limit up and Tongyuan Petroleum rising over 11% [4] - Other notable performers included Shandong Molong and Zhun Oil, both achieving five consecutive limit-ups [4] - The geopolitical situation in the Middle East, particularly the conflict between Iran and Israel, has led to increased oil price volatility [6] Pharmaceutical Sector - The pharmaceutical sector saw significant declines, with Changshan Pharmaceutical hitting a 20% limit down and Hanyu Pharmaceutical and Guangsheng Tang dropping over 10% [14] - Changshan Pharmaceutical had recently reached a historical high, with a cumulative increase of nearly 190% over the past month and a half [16] - The company is facing uncertainty regarding the market entry of its diabetes treatment, which is still under review by regulatory authorities [16] Solid-State Battery Sector - The solid-state battery concept was active, with Haike New Source achieving a 20% limit up and Tianli Lithium Energy rising approximately 12% [8] - The sector is benefiting from strong policy support and increasing demand from emerging applications, with significant advancements in technology expected by 2025 [12] - The fifth China International Solid-State Battery Technology Conference is being held on June 19-20, 2025, highlighting the industry's focus on innovation [10]