中央纪委国家监委网站 初英杰 从平台高点俯瞰"深海一号"能源站。吴显松 摄 "深海一号"二期项目全面投产前，蛙人对平台水下结构进行检查。汪洋 摄 "深海一号"二期项目全面投产前，中国海油技术人员排查设备隐患。汪洋 摄 习近平总书记强调，能源保障和安全事关国计民生，是须臾不可忽视的"国之大者"。为端稳端牢"能源饭碗"，我国油气领域科研工作者和建设者们不断创 新，持续奋斗。前不久，在我国首个自营超深水大气田"深海一号"投产四周年之际，中国海洋石油集团有限公司对外宣布，"深海一号"二期项目已全面投 产。至此，"深海一号"大气田一期与二期共23口水下气井均投入生产运行，成为国内目前产量最大的海上气田。"深海一号"二期项目是我国首个深水高压天 然气开发项目，最大作业水深近千米，最大井深超过5500米。在其建设过程中，项目团队如何克服深水、高温、高压等重重挑战，突破了哪些技术难关？请 随记者一同探访。 "深海一号"二期项目生产稳中向好，来自中国海油海南分公司工程技术作业中心、负责项目钻完井现场工作的钻井总监代锐和完井总监王恒十分高兴。回忆 建设期间遇到的难题，他们仍印象深刻。 与一期项目相比，二期项目的开发建设面临更为严 ...

Group 1 - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to promote reasonable price recovery and effective demand creation [2] - The report highlights the importance of tracking the transmission and actual effects of previous policies to enhance flexibility and continuity [2] Group 2 - Huahong Semiconductor plans to acquire the controlling stake in Shanghai Huahong Microelectronics to resolve competition issues related to its IPO commitments [3] - China Shenhua intends to purchase 100% stakes in several energy companies from the State Energy Group, with the transaction approved by its board [3] Group 3 - The AI computing power sector shows strong potential, but some stocks have experienced excessive short-term price speculation, indicating a need for caution [4] - The shale gas sector in China is witnessing significant growth, with production exceeding 25 billion cubic meters last year, accounting for 10% of total natural gas output [6] Group 4 - The U.S. plans to impose tariffs on imported chips and semiconductors, with rates potentially reaching up to 300%, causing a decline in U.S. chip stocks [7][9] - The Trump administration has expanded tariffs on steel and aluminum imports, affecting hundreds of derivative products [10] Group 5 - The meeting between U.S. President Trump and Russian President Putin did not result in any agreements, but both leaders expressed a desire to improve bilateral relations [11] - Upcoming announcements include the release of the LPR and the Federal Reserve's monetary policy meeting minutes, which may impact market expectations [12] Group 6 - Major U.S. indices reached historical highs, with mixed performances among large tech stocks, while Chinese concept stocks saw an overall increase [13] - The China Securities Regulatory Commission approved IPO registrations for three companies, indicating ongoing market activity [14] Group 7 - A total of 43 companies will have their restricted shares unlocked this week, with a total market value of approximately 952.48 billion yuan, highlighting significant market movements [16][17]

Group 1 - China National Offshore Oil Corporation (CNOOC) stock price reported at 25.72 yuan, down 0.31% from the previous trading day, with a trading range of 25.69 to 25.87 yuan and a total transaction volume of 878 million yuan [1] - CNOOC is the largest offshore oil and gas producer in China, primarily engaged in the exploration, development, production, and sales of crude oil and natural gas [1] - The registered capital of CNOOC's subsidiary, Sichuan Sales Company, increased from approximately 91.06 million yuan to about 241 million yuan, indicating significant growth since its establishment in 2012 [1] Group 2 - On the funding flow side, CNOOC experienced a net outflow of main funds amounting to 82.73 million yuan on the day, with a cumulative net outflow of 531 million yuan over the past five days [1]

这款机器人自2024年11月起在新疆油田采气一厂克拉美丽采气作业区试用，历经严苛考验与优化部署， 如今已取代人工夜班巡检，彻底改变克拉美丽采气作业区传统的巡检模式。 0:00 8月14日，中国石油新疆油田首台气田智能巡检机器人正式"上岗"。 作者：顾煜 张珏 李小娅 ...

该保护地总面积198万平方米，植物达114种，鸟类55种，其中拥有青头潜鸭、大鸨国家一级保护鸟类2种，毛脚、震旦鸦雀等国 家二级保护鸟类8种，省级重点保护鸟类33种。果午湖经过水体治理、湖渠连通、湿地植物栽培与扩繁、"客土+表土"改良栽 培，成为大庆地区生态治理的"新名片"。 人不负青山，青山定不负人。从果午湖的波光倒映着青头潜鸭的倩影，到戈氏金丝燕沿着LNG储罐盘旋升腾；从塔中植物园倔 强生长的荒漠精灵，到丹顶鹤在盐碱红滩上优雅踱步，这幅"油气开发与自然共生"的和谐画卷正徐徐展开…… 2025年8月15日，是第三个全国生态日，适逢"绿水青山就是金山银山"理念提出20年。多年来，中国石油牢固树立和践行"两 山"理念，以绿色低碳发展战略为引领，全力实施"清洁替代、战略接替、绿色转型"三步走总体部署，协同推进降碳、减污、扩 绿、增长，坚持"在保护中开发，在开发中保护，环保优先"，系统化、规模化推进生物多样性保护工作，生物多样性保护体系 基本形成，实现了油气生产与生态保护互促共赢。 一切为了水更绿山更青！中国石油逐"绿"而行，向"新"发力，交出了一份令人瞩目的生态答卷——积极推动绿色转型，打造"低 碳能源生态圈"， ...

证券之星消息，8月15日油气开采板块较上一交易日上涨1.1%，*ST新潮领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.37 | 5.05% | 39.89万 | | 1.73亿 | | 000968 | 蓝焰控股 | 7.24 | 1.40% | 11.10万 | | 7994.88万 | | 600759 | 洲际油气 | 2.41 | 1.26% | 105.02万 | | 2.52亿 | | 600938 | 與奧圖于 | 25.72 | -0.31% | 34.09万 | | 8.78亿 | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 主力净流入（元） | | | 主力净占比 游资净流入（元） 游资 ...

转自：智通财经 【中国石化再添千亿方大气田】智通财经8月15日电，从中国石化西南石油局获悉，中国石化"深地工程 ·川渝天然气基地"又获重大突破，由西南石油局提交的永川页岩气田新增探明地质储量1245.88亿立方米 通过自然资源部专家组审定，标志着我国又一个超千亿立方米的大型深层整装页岩气田诞生。 ...

Core Viewpoint - The National Bureau of Statistics of China released the energy production data for July 2025, indicating a mixed performance across different energy sectors, with coal production declining, while oil, natural gas, and electricity production showed growth. Group 1: Coal Production - The production of raw coal in the industrial sector decreased in July 2025 [1] Group 2: Oil Production - The crude oil production remained stable with an output of 12,660 million tons in the first seven months, reflecting a year-on-year growth of 1.3% [3] - The growth rate for crude oil production in July was 1.2%, which is a slowdown of 0.2 percentage points compared to June [3] Group 3: Natural Gas Production - The natural gas production in the industrial sector reached 21.6 billion cubic meters in July, showing a year-on-year increase of 7.4%, which is an acceleration of 2.8 percentage points compared to June [3] - For the first seven months, the total natural gas production was 152.5 billion cubic meters, marking a year-on-year growth of 6.0% [3] Group 4: Electricity Production - The electricity generation in the industrial sector amounted to 926.7 billion kilowatt-hours in July, with a year-on-year growth of 3.1%, which is an increase of 1.4 percentage points from June [3] - The total electricity production for the first seven months was 54,703 billion kilowatt-hours, reflecting a year-on-year growth of 1.3% [4]

Macro and Strategy - In July, new social financing in China was 1.16 trillion yuan, lower than the expected 1.41 trillion yuan, with new RMB loans decreasing by 500 billion yuan, indicating a rare negative growth [9][10] - The structure of social financing showed a dual characteristic of resilience and differentiation, with government financing contributing significantly to the increase [10][11] - The overall social financing growth rate rose to 9.0%, with a year-on-year increase of 3.893 billion yuan, primarily driven by government bonds and direct financing [10][11] Real Estate Industry - In the first half of 2025, new residential sales in China decreased by 4% year-on-year, with total sales area at 460 million square meters [18][19] - The sales of existing homes have increased, with the proportion of second-hand homes in total residential transactions rising to 46% in 2024, up from the lowest point in 2021 [19][20] - The competition landscape in the real estate sector is stabilizing, with major state-owned enterprises maintaining their positions in sales rankings [21][22] Food and Beverage Industry - The white liquor sector is showing signs of recovery in sales, with improved performance in August following a challenging second quarter [22][23] - Moutai's mid-year performance demonstrated resilience, with a revenue increase of 9.2% year-on-year, reflecting the industry's adjustment to market pressures [23][24] - The overall valuation of the white liquor sector is expected to enter a recovery phase, supported by positive policy expectations and improved consumer demand [24] Banking Industry - The cross-border payment landscape is evolving, with significant players like Ant International and Lianlian Digital shaping the competitive dynamics [25][26] Home Appliances and Light Industry - The home appliance sector is expected to see stable growth in domestic sales, driven by government subsidy policies, despite facing challenges from tariffs [26][27] - The white goods segment is benefiting from strong domestic demand, while the black goods segment is experiencing price improvements due to cost reductions [27][28] Energy Sector - The domestic oil and gas production is on the rise, with the Guyana Yellowtail project being brought into production ahead of schedule, indicating strong operational performance [34][36]

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [2][3]. Core Viewpoints - The Yellowtail project in Guyana has commenced production ahead of schedule, with a designed capacity of 250,000 barrels per day, increasing the total capacity of the Stabroek block to 900,000 barrels per day. The project was initially planned for production in Q4 2025 [5][8]. - The company has successfully launched the Kenli 10-2 oilfield development project (Phase I) and the Dongfang 1-1 gas field 13-3 area development project, marking significant milestones in domestic oil and gas production [6][10]. - The domestic oil and gas production in China has shown positive growth, with the Bohai Oilfield achieving a record production of over 20 million tons of oil equivalent in the first half of 2025 [11]. - OPEC+ has fully exited an additional voluntary production cut of 2.2 million barrels per day, which may lead to a slight decrease in the medium to long-term oil price center [12]. - The company maintains its profit forecast for 2025-2027, projecting net profits of 126.3 billion, 129.7 billion, and 135 billion yuan, with corresponding EPS of 2.66, 2.73, and 2.84 yuan, and PE ratios of 9.7, 9.4, and 9.0x [14]. Summary by Sections Project Developments - The Yellowtail project is the fourth project in the Stabroek block, which includes existing projects Liza Phase I, Liza Phase II, and Payara. The average production in the Stabroek block is currently around 650,000 barrels per day, with an expected increase to 900,000 barrels per day post Yellowtail's production [5][8]. - The Kenli 10-2 oilfield is the first billion-ton level lithologic oilfield discovered in the Bohai Bay Basin, with Phase I involving the production of 79 wells and an expected peak output of approximately 19,400 barrels of oil equivalent per day by 2026 [6][10]. - The Dongfang 1-1 gas field project is China's first high-temperature, high-pressure, low-permeability natural gas development project, with an expected peak output of about 35 million cubic feet per day by 2026 [6][10]. Market Conditions - The first half of 2025 saw a stable increase in oil and gas production in China, with a total industrial crude oil output of 108 million tons, reflecting a year-on-year growth of 1.3% [11]. - The Brent crude oil futures average price in July 2025 was $69.4 per barrel, with a slight decrease from the previous month, while WTI crude oil futures averaged $67.1 per barrel [12]. Financial Projections - The company forecasts net profits for 2025-2027 to be 126.3 billion, 129.7 billion, and 135 billion yuan, with corresponding EPS of 2.66, 2.73, and 2.84 yuan, and PE ratios of 9.7, 9.4, and 9.0x, maintaining an "Outperform the Market" rating [14].