2月3日，中石化胜利油田孤东采油厂东一联合站完成用能转型，来自地下3200米深处的采出液余热成功替代传统燃气供热，标志着胜利油田在中深层地热资 源规模化工业应用方面取得积极进展。 在胜利油田孤东采油厂，来自地下3200米深处的采出液余热成功替代传统燃气供热。（受访单位供图） 胜利油田主要负责人杨勇介绍，孤东项目创新采用"气井高温余热+油井中温余热"双热源梯级换热技术，通过对两口弃置气井改造和10口电泵采油井余热集 中提取，实现清洁热能高效利用。据测算，该项目年清洁供热能力达20.9万吉焦、用热成本降低59%，替代天然气638万立方米，可满足约2万户城市居民年 家庭用气需求，年减排二氧化碳1.35万吨。 中国工程院院士、深层地热富集机理与高效开发全国重点实验室主任孙焕泉认为，胜利油田"弃置井变热源井、老油田建新热田"的实践，推动油田热田协同 开发，为传统油气产业清洁转型提供了可复制可推广的成功范式，对实现油气产业新能源化、推动能源结构调整具有重要意义。（记者袁敏） 据悉，该项目所在的济阳坳陷地热资源总量折合标煤约250亿吨，平均地温梯度达3.4-4.2摄氏度/百米，是典型的"油盆+热盆"地质构造，近年来已建成各 ...

使命如磐，步履铿锵。从戈壁瀚海的井架凌云，到炼化厂区的银龙腾跃，从保供前线的昼夜鏖战，到创新高地的攻坚突破，中国石油始终与国家发展同频、 与时代脉搏共振。 "十四五"时期，中国石油把规划从蓝图变为实景，公司"整体基本实现高质量发展"的阶段性战略目标如期达成，在建设能源强国的征程中，用实干与创新书 写着能源央企的使命担当，交出了一份沉甸甸的时代答卷。 作为保障国家能源安全的主力军，中国石油始终把保障国家能源安全作为须臾不可忽视的"国之大者"，以实际行动当好能源保供"顶梁柱"，着力保障国家油 气核心需求，持续提升能源资源高效供给能力。 "十四五"时期，中国石油原油勘探开发战线立足资源战略，着力打好勘探开发进攻战，加快先进开采技术开发应用，助力全国原油产量连续6年保持增长、 接近历史峰值，为保障国家能源安全发挥"压舱石""顶梁柱"作用。 截至2025年底，中国石油国内原油产量约占全国总产量的1/2，长庆油田油气产量当量连续6年超过6000万吨，西南油气田建成500亿立方米大气区，新疆吉 木萨尔、大庆古龙页岩油国家级示范区建设取得突破性进展，国内油气"压舱石"更加稳固；国际油气合作沿着共建"一带一路"国家和地区跨越山 ...

Core Viewpoint - The oil and gas extraction sector experienced a decline of 0.7% on February 3, with Intercontinental Oil and Gas leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 1.29% and the Shenzhen Component Index increasing by 2.19% [1]. Group 1: Market Performance - The oil and gas extraction sector's decline was primarily driven by Intercontinental Oil and Gas, which saw a significant drop of 9.16% in its stock price [1]. - The Shanghai Composite Index closed at 4067.74, reflecting an increase of 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1]. Group 2: Individual Stock Performance - The closing prices and performance of key stocks in the oil and gas extraction sector included: - China National Offshore Oil Corporation (CNOOC) at 33.78, up by 0.75% with a trading volume of 433,900 shares and a transaction value of 1.452 billion [1]. - ST Xinchao at 4.09, up by 0.25% with a trading volume of 142,700 shares [1]. - Blue Flame Holdings at 7.75, down by 0.39% with a trading volume of 377,400 shares and a transaction value of 290 million [1]. - Intercontinental Oil and Gas at 4.46, down by 9.16% with a trading volume of 3,786,800 shares and a transaction value of 1.677 billion [1]. Group 3: Fund Flow Analysis - The oil and gas extraction sector saw a net inflow of 76.5172 million from institutional investors, while retail investors experienced a net outflow of 21.8852 million [1]. - Detailed fund flow for key stocks included: - CNOOC with a net inflow of 62.6866 million from institutional investors, but a net outflow of 5.11433 million from retail investors [2]. - Intercontinental Oil and Gas with a net inflow of 60.1285 million from institutional investors, but a net outflow of 2.04715 million from retail investors [2]. - ST Xinchao with a net inflow of 1.4906 million from institutional investors, but a net outflow of 336.70 thousand from retail investors [2]. - Blue Flame Holdings with a significant net outflow of 47.7885 million from institutional investors [2].

Core Viewpoint - The company has successfully qualified as a supplier of fracturing materials for Sinopec's Southwest Oil & Gas Branch in the 2025-2026 procurement tender, which is expected to positively impact its business development [1] Group 1 - The company received a notification of qualification from Sinopec International Co., Ltd. for the procurement of acid fracturing materials [1] - The company ranked among the top in several bidding projects, with specific rankings for quartz sand proppants being 3rd, 5th, 6th, 7th, and 11th [1] - The company plans to promptly sign relevant contracts with Sinopec's Southwest Oil & Gas Branch following this qualification [1]

推进"腾笼换鸟"，资产优化成效凸显。新项目开发实现从"机会导向"到"战略导向"的根本性转变，成功 中标巴西深海9个勘探区块，顺利完成阿曼5区第2次合同延期。 筑牢风控防线，创新创效动能强劲。全面强化全流程风险管理，妥善应对有关项目的重大风险考验，高 效解决一揽子重点商务问题，复杂环境下稳健运营能力不断提升。深入推进精益管理，狠抓降本增效与 价值创造，经营性亏损实现全面清零。技术商务体系不断完善，海外国际化经营管理水平不断提高。 中化新网讯 近日从中油国际公司传来消息，2025年，中国石油海外油气业务深入践行集团公司国际化 战略，全年油气权益产量当量创历史新高，连续7年保持亿吨以上效益稳产。 聚焦主责主业，增储上产根基稳固。以"海外压舱石"工程为抓手，全力推动"一项目一策"落地见效。南 苏丹3/7区成功实现复产复输，巴西布兹奥斯6、7单元和里贝拉梅罗4单元、西古尔纳新建20万桶/日原 油处理厂等12项重点工程成功投产，效益开发态势稳中向好。 ...

Group 1: Geopolitical Developments - Serbian President Vucic predicts that Iran will face military strikes within 48 hours, linking the timing to Epstein-related documents [1] - Iranian officials deny plans for military exercises in the Strait of Hormuz, stating that reports of such drills are inaccurate [1] Group 2: U.S.-Iran Relations - U.S. President Trump expresses hope for an agreement with Iran, while Iranian Foreign Minister Zarif maintains confidence in reaching a nuclear deal [3][10] - Zarif indicates that Iran is working with regional partners to build trust with the U.S. for negotiations, which have shown some effectiveness [5][11] - Zarif emphasizes the importance of substance over form in negotiations, reiterating Iran's desire for the U.S. to lift long-standing sanctions and respect its rights to uranium enrichment [11] Group 3: Commodity Market Trends - The commodity market experiences a significant downturn, with gold, silver, crude oil, and industrial metals leading the decline due to hawkish expectations from the Fed and a strengthening dollar [12] - A large sell-off in the A-share market sees major indices drop over 2%, with significant losses in resource sectors and semiconductor stocks [12] - Silver and other precious metals face substantial selling pressure, with notable sell orders exceeding 66 billion for Silver [9] Group 4: Company Developments - Tesla announces the upcoming launch of its third-generation humanoid robot, designed to learn new skills by observing human behavior, with an expected annual production of one million units [13]

Group 1 - The oil and gas extraction sector experienced a decline of 5.52% on February 2, with Intercontinental Oil and Gas leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Major stocks in the oil and gas extraction sector showed significant declines, with Intercontinental Oil and Gas falling by 9.91% to a closing price of 4.91 [1] Group 2 - The net outflow of main funds in the oil and gas extraction sector was 399 million yuan, while retail investors saw a net inflow of 408 million yuan [1] - Specific stock fund flows indicated that Intercontinental Oil and Gas had a main fund net outflow of 16.25 million yuan, while retail investors contributed a net inflow of 29.18 million yuan [2] - Blue Flame Holdings experienced a significant main fund net outflow of 56.69 million yuan, but retail investors had a net inflow of 70.77 million yuan [2]

——中国石油长庆油采气三厂用心用情践行"领导心里员工"理念综述 中国发展网讯 "张文娟母亲帮忙照看孩子把手扭伤了""周奇娃儿小，媳妇一个人看娃比较忙碌""赵博博 出院了，报销需要的相关单据综合组帮忙理一理，上班后注意观察身体还有哪些不适。"……中国石油 长庆油采气三厂苏里格第五天然气处理厂领导班子的日常叮嘱，字字句句都惦记着员工的急难愁盼，把 关爱落到了细处、暖到了心底。 "领导心里装着员工，成为员工的主心骨；员工心里装着工作，成为工作的顶梁柱。"步入新的一年，采 气三厂领导干部将"领导心里装着员工"的理念转化为一个个暖心举措、一项项务实行动，通过精准化关 怀、常态化落实、情感化联结，让关爱超越期待，让温暖直抵人心，为采气三厂高质量建设现代化示范 采气厂凝聚起同心同向的磅礴力量。 俯身听心声，把关爱想在员工开口前 对员工的关心关爱，从读懂员工的需求开始。自党委书记、副厂长薛连军讲授"领导心里装着员工"专题 党课以来，各级领导干部摒弃"等诉求、靠反映"的被动模式，以日常观察、谈心谈话为抓手，俯身贴近 员工、用心倾听心声，把问题发现在萌芽状态，把关爱做在员工开口之前，让每一份需求都被看见、每 一个难处都被牵挂。 ...

Core Viewpoint - The domestic precious metals market experienced a historic shock on February 2, 2026, with significant declines in futures and stocks, prompting the Shanghai Gold Exchange to implement emergency risk control measures to stabilize the market [2][3][4]. Market Reaction - On February 2, the main silver futures contract on the Shanghai Futures Exchange hit the limit down, while gold futures fell over 10%, leading to a collective drop in the A-share precious metals sector, with over ten stocks hitting the limit down [2][6][7]. - The spot gold price fell below $4600 per ounce, with an intraday decline of 6.25%, reflecting a broader panic in the market [2][9]. Regulatory Response - The Shanghai Gold Exchange issued an urgent announcement to adjust the margin levels and price fluctuation limits for silver deferred contracts, aiming to curb excessive volatility and maintain market stability [3][4]. - The margin for silver contracts was raised from 20% to 26%, and the price fluctuation limit was increased from 19% to 25% in response to significant price movements [3][4]. Underlying Factors - The recent volatility in the precious metals market was attributed to multiple factors, including external liquidity concerns, changes in Federal Reserve policies, and panic selling among investors [11][12][14]. - The sharp decline in international gold prices, which fell over 12% in a single day, and the extreme volatility in silver prices, which dropped over 36%, were significant contributors to the market's instability [4][11]. Broader Market Impact - The panic in the precious metals market led to a domino effect, causing declines in related sectors such as oil and gas and telecommunications, with many stocks in these sectors also experiencing significant drops [10][11]. - The domestic commodity futures market saw widespread declines, with various precious metal futures hitting limit down, reflecting a broader market retreat [8][10]. Future Outlook - The long-term outlook for precious metals remains influenced by several key variables, including Federal Reserve policy adjustments, global liquidity changes, and geopolitical uncertainties [27][28]. - Despite the short-term volatility, the fundamental drivers for gold's long-term value, such as ongoing monetary easing and strong central bank demand, remain intact [24][25].

Market Overview - The precious metals sector in A-shares experienced a significant decline, with multiple stocks such as Xiaocheng Technology, Zhaojin Gold, and Sichuan Gold hitting the daily limit down [3][10] - The oil and gas sector also faced severe impacts, with major companies like Tongyuan Petroleum and Zhongman Petroleum seeing their stocks drop to the limit down [4][11] Commodity Market Movements - The Shanghai Gold Exchange announced adjustments to the margin levels and price fluctuation limits for silver deferred contracts, increasing the margin from 20% to 26% and the fluctuation limit from 19% to 25% [3][10] - In the commodity futures market, significant declines were noted, with the main contracts for silver and gold futures hitting the limit down, and platinum and palladium futures dropping over 15% [4][11] External Market Influences - The U.S. leveraged loan index has fallen to its lowest point since April 2025, indicating potential liquidity issues in the market [3][5][12] - The cryptocurrency market also experienced a sharp decline, with Ethereum dropping below $2300 and Bitcoin falling below $77000, reflecting broader market concerns [5][12] Economic Indicators - A report from Tianfeng Securities highlighted a potential liquidity shock, with the tracked U.S. dollar liquidity index dropping to -60%, indicating extreme tightening that could affect global assets [6][13] - The recent volatility in the market has been attributed to the nomination of Kevin Warsh as the new Federal Reserve Chairman, who is perceived as hawkish and advocates for both interest rate cuts and balance sheet reduction [6][14] Telecommunications Sector Impact - Major telecommunications companies in China, including China Mobile, China Unicom, and China Telecom, announced an increase in the value-added tax rate from 6% to 9%, which is expected to impact their revenues and profits [4][11]