Group 1 - A contract between Russia and Iran for drone purchases was revealed, with Russia paying 1.8 tons of gold (approximately $104 million) for Shahed-136 drones on March 16, 2023 [1] - Another contract dated April 5, 2023, shows Russia paid about 2.06 tons of gold for additional drone purchases [1] - The use of gold for transactions between Russia and Iran is driven by Western sanctions that have excluded Russian financial institutions from international payment systems, limiting normal trading channels [1] Group 2 - Iran's refusal to accept rubles is due to the limited range of products it can import from Russia, as it does not lack resources like oil and natural gas [1] - The depreciation of the ruble and domestic inflation in Iran are significant constraints, as holding rubles into the next year would lead to a substantial loss in purchasing power [2] - The current international instability has highlighted the value of gold as a hard currency, with Russia's gold reserves proving insufficient given the ongoing situation [2]

Group 1 - The meeting of the Commonwealth of Independent States (CIS) government heads took place in Dushanbe, Tajikistan, focusing on industrial development and transportation cooperation [1] - A significant topic was enhancing industrial cooperation, with an agreement on heavy machinery manufacturing cooperation aimed at improving self-research capabilities in key sectors such as metallurgy, mining, energy, oil and gas, and chemicals [1] - In light industry, a cooperation concept was adopted to accelerate green transformation and establish a modern production system that is resource-efficient and environmentally friendly [1] Group 2 - The meeting also addressed regional aviation management collaboration, proposing enhanced coordination in flight rules, technical standards, and operational procedures to improve civil aviation safety and airspace utilization efficiency [2] - The next CIS government heads meeting is scheduled for September 30 in Minsk, Belarus [3]

北京市金杜律师事务所 关于中国石油天然气股份有限公司 H 股类别股东会 之法律意见书 致：中国石油天然气股份有限公司 北京市金杜律师事务所（以下简称本所）接受中国石油天然气股份有限公司 （以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理委员会 《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国境内（以 下简称中国境内，为本法律意见书之目的，不包括中国香港特别行政区、中国澳 门特别行政区和中国台湾地区）现行有效的法律、行政法规、规章和规范性文件 和现行有效的公司章程有关规定，指派律师出席了公司于 2025 年 6 月 5 日召开的 东会（以下合称本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 章程》）； 《中国石油天然气股份有限公司第九届董事会第十一次会议决议公告》； 《中国石油天然气股份有限公司关于召开 2024 年年度股东会、2025 年第一次 A 股 类别股东会和 2025 年第一次 H 股类别股东会的通知》 （以下简称《股东 ...

Report Summary 1. Industry Investment Rating - No industry investment rating is provided in the report 2. Core View - On June 5, 2025, crude oil showed intraday fluctuations, and it is recommended to hold long positions and positive spreads lightly [1] - The trend strength of crude oil is 1, indicating a relatively neutral trend [2][3] 3. Summary by Related Content International Crude Oil Prices - WTI July crude oil futures closed down $0.56 per barrel, a 0.88% decline, at $62.85 per barrel - Brent August crude oil futures closed down $0.77 per barrel, a 1.17% decline, at $64.86 per barrel - SC2507 crude oil futures closed down 5.00 yuan per barrel, a 1.07% decline, at 462.60 yuan per barrel [1] Market News and Data - The US opposes the resolution on Gaza [2] - Saudi Arabia hopes OPEC+ to accelerate oil production increases in the next few months, aiming to regain market share. It wants to increase production by at least 411,000 barrels per day in August and possibly September. OPEC+ has already agreed to increase production by 411,000 barrels per day from May to July, despite some disagreements [2] - In the week ending May 30, US crude oil exports decreased by 394,000 barrels per day to 3.907 million barrels per day; domestic production increased by 700 barrels to 13.408 million barrels per day; commercial crude oil inventories excluding strategic reserves decreased by 4.304 million barrels to 436 million barrels, a 0.98% decline; strategic petroleum reserve (SPR) inventories increased by 509,000 barrels to 401.8 million barrels, a 0.13% increase; commercial crude oil imports excluding strategic reserves were 6.346 million barrels per day, a decrease of 500,000 barrels per day from the previous week; EIA Cushing crude oil inventories were 576,000 barrels, compared with 75,000 barrels in the previous value [2] - The US proposed to temporarily allow Iran to continue uranium enrichment activities in the Iran - US nuclear negotiations [2] - OPEC's crude oil production increased by 200,000 barrels per day in May, reaching 27.54 million barrels per day [2] - Kazakhstan's national oil transporter KazTransOil supplied 230,000 tons of crude oil to Germany through the Friendship Pipeline in May [2] - Russia's Gazprom shelved the plan to develop a new natural gas distribution hub in Turkey [2]

智通财经6月4日电，俄罗斯财政部周三公布的数据显示，俄罗斯5月份的石油和天然气收入同比下降 35%，至5127亿卢布（合65.5亿美元）。 ...

文/梧桐数据中心 据同花顺数据统计，有5405家A股上市公司披露了2024年末在职员工人数，共有2771家上市公司的员工人数实现增长，26家上市公司的 员工人数保持不变，2604家上市公司的员工人数同比减少（另有4家公司未披露2023年年末员工人数，未统计2024年同比情况）。其中， 比亚迪（002594）是2024年员工人数增加最多的A股上市公司，由2023年的70.34万人增长至96.89万人，同比增长26.54万人。 2024年末员工人数 最多 的前十家A股上市公司分别为：比亚迪（968872人）、中国移动（455405人）、农业银行（454716人）、工商银 行（415159）、建设银行（376847人）、中国石油（370799人）、中国建筑（361249人）、中国石化（355952人）、中国银行（312757 人）、中国中铁（297359人）。 | 排名 | 股票代码 | 股票简称 | 在职员工人数 | 在职员工人数 | 同比增长(人) | | --- | --- | --- | --- | --- | --- | | | | | (人)2024.12.31 | (人)2023.12.31 | | ...

Group 1: Market News and Important Data - The price of light crude oil futures for July delivery on the New York Mercantile Exchange rose 89 cents to $63.41 per barrel, a gain of 1.42%; the price of Brent crude oil futures for August delivery rose $1.00 to $65.63 per barrel, a gain of 1.55%. The SC crude oil main contract closed up 0.86% at 469 yuan per barrel [1] - Uncontrolled wildfires in Alberta have caused an abrupt supply disruption of 350,000 barrels per day of heavy crude oil, equivalent to 7% of the country's output, and the fire is approaching the core production area with a daily capacity of 470,000 barrels [1] - Gazprom PJSC has quietly shelved plans to develop a new natural gas distribution hub in Turkey, losing a potential opportunity to regain a foothold in the European market [1] - In the four weeks to June 1, Russia's crude oil export revenue declined again as a sharp drop in exports offset the first price increase of Russia's main export - grade crude oil in nearly two months [1] - The Director - General of the International Air Transport Association (IATA) said that advance bookings from Europe to North America look good, though the fourth quarter is slightly weak. IATA expects the production of sustainable aviation fuel (SAF) to double to 2 million tons in 2025, accounting for 0.7% of airlines' fuel consumption [1] Group 2: Investment Logic - Approximately 350,000 barrels per day of heavy crude oil production in Alberta has been shut down due to wildfires, and another 200,000 barrels per day is at risk. Total production losses across all crude streams could be higher [2] - On May 29, Cenovus began to safely shut down its Christina Lake plant with a daily output of 240,000 barrels. Power outages related to wildfires have delayed the commissioning of MEG Christina Lake Phase II B (70,000 barrels per day), and CNRL Jackfish's production has decreased by 40,000 barrels per day [2] Group 3: Strategy - Oil prices are expected to be volatile and bullish in the short term and bearish in the medium term [3] Group 4: Risks - Downside risks include the conclusion of the Iran nuclear deal and macro - black swan events [4] - Upside risks include supply tightening of sanctioned oil (from Russia, Iran, and Venezuela) and large - scale supply disruptions caused by Middle East conflicts [4]

Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend, with 11 products experiencing price increases, 38 seeing declines, and one remaining stable in late May 2025 compared to mid-May 2025 [2]. Group 1: Price Changes in Major Categories - In the black metal category, prices for rebar, wire rod, and ordinary plates decreased by 1.4%, 1.7%, and 1.2% respectively, with rebar priced at 3143.7 yuan per ton [4]. - In the non-ferrous metal category, aluminum ingot saw a price increase of 0.9% to 20330.0 yuan per ton, while electrolytic copper decreased by 0.1% to 78398.6 yuan per ton [4]. - Chemical products showed varied results, with sulfuric acid increasing by 0.7% to 621.8 yuan per ton, while methanol decreased by 4.6% to 2191.9 yuan per ton [4]. Group 2: Energy and Coal Prices - In the petroleum and natural gas sector, liquefied natural gas (LNG) prices fell by 2.1% to 4310.4 yuan per ton, while diesel prices increased by 0.7% to 6968.7 yuan per ton [4]. - Coal prices also experienced declines, with anthracite coal dropping by 1.2% to 948.5 yuan per ton and coking coal decreasing by 3.5% to 1167.9 yuan per ton [4]. Group 3: Agricultural Products and Inputs - Among agricultural products, rice prices increased by 0.8% to 4027.6 yuan per ton, while soybean prices rose by 0.7% to 4321.6 yuan per ton [5]. - Fertilizer prices showed a decline, with urea decreasing by 2.5% to 1890.0 yuan per ton [5]. - The price of pesticides, however, increased by 1.1% to 23771.4 yuan per ton, indicating a rise in agricultural production inputs [5].

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Shell (SHEL) .Shell currently has an average brokerage recommendation (ABR ...

Group 1 - The core viewpoint of the news is the successful acquisition of ST New潮 by Yitai Group after a competitive bidding process involving multiple players in the coal industry of Ordos [1][2] - Yitai Group, a leading coal enterprise in Inner Mongolia, aims to diversify its business and seek new opportunities in the face of dual carbon transition pressures and cyclical fluctuations [2] - ST New潮 primarily operates in oil and gas exploration, with its core assets located in the Permian Basin of Texas, USA, which is a key area for shale oil development [1] Group 2 - The acquisition of ST New潮 by Yitai Group is seen as a strategic move to enter the overseas energy market, especially under the current backdrop of easing Sino-US energy policies [2] - There are speculations among investors that Yitai Group's acquisition was influenced by the failed attempt of Huineng Group to acquire ST New潮 due to compliance issues, leading to a competitive scenario with Jindi Petroleum [2]