据证券之星公开数据整理，近期中国石油（601857）发布2025年中报。截至本报告期末，公司营业总收 入14500.99亿元，同比下降6.74%，归母净利润839.93亿元，同比下降5.42%。按单季度数据看，第二季 度营业总收入6969.91亿元，同比下降6.09%，第二季度归母净利润371.86亿元，同比下降13.59%。本报 告期中国石油公司应收账款体量较大，当期应收账款占最新年报归母净利润比达72.7%。 本次财报公布的各项数据指标表现一般。其中，毛利率20.89%，同比减0.39%，净利率6.46%，同比增 0.64%，销售费用、管理费用、财务费用总计672.95亿元，三费占营收比4.64%，同比增8.17%，每股净 资产8.5元，同比增4.43%，每股经营性现金流1.24元，同比增3.96%，每股收益0.46元，同比减6.12% 分析师工具显示：证券研究员普遍预期2025年业绩在1633.33亿元，每股收益均值在0.89元。 | 基金筒称 | ■実代品 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | --- | --- | --- | | 易方达上证50增强A | 110 ...

智通财经APP讯，中国海油(600938.SH)披露2025年半年度报告，报告期公司实现营收2076.08亿元，同比下降8%;归母净利润695.33亿元，同比下降13%;扣非 净利润693.53亿元，同比下降12%;基本每股收益1.46元。拟派发2025年中期股息每股0.73港元(含税)。 ...

Group 1 - The company announced a mid-term dividend of RMB 0.22 per share for 2025, totaling approximately RMB 402.65 billion [1] - In the first half of 2025, the company reported operating revenue of RMB 1.45 trillion, a year-on-year decrease of 6.7%, and a net profit attributable to shareholders of RMB 840.07 billion, down 5.4% year-on-year [5] - The company disclosed a merger and acquisition announcement involving a total investment of RMB 400.16 billion to establish three joint ventures for acquiring 100% equity in three gas storage companies [5][7] Group 2 - The acquisition is expected to enhance the company's natural gas supply chain stability and high-quality development, adding 10.97 billion cubic meters of gas storage capacity [7] - The transaction aims to reduce related party transactions by RMB 4.6 billion based on 2024 data estimates [7] - Post-transaction, the three gas storage companies will be included in the company's consolidated financial statements, positively impacting overall financial status and operational results [7]

新华社香港8月27日电（记者曹霁阳、林迎楠）中国石油天然气股份有限公司在27日举行的2025年中期 业绩媒体发布会上表示，该公司今年上半年经营业绩保持高位，好于预期。 中石油上半年实现营业收入1.5万亿元，归属于母公司股东的净利润840.1亿元。派发2025年中期股息每 股0.22元，派息额402.6亿元，继续保持历史同期高位。 中国石油天然气股份有限公司执行董事、总裁黄永章介绍，今年以来，中石油应对复杂严峻的外部环 境，较好完成各项目标任务。上半年，在布伦特油价同比下降15.1%的情况下，中石油实现经营利润 1170亿元，保持历史同期高位；实现油气产量当量1.25亿吨，同比增长2%，创历史同期新高。 黄永章表示，中石油加快推进信息化补强、数字化赋能、智能化发展"三大工程"，数智技术与能源产业 深度融合、产业数智化与数智产业化协同发展取得新成效。下一步，将持续拓展数字化、智能化高价值 应用场景，加快营造开放共享的数智生态。 【纠错】 【责任编辑:王佳宁】 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) announced a mid-term dividend of RMB 0.22 per share for 2025, totaling approximately RMB 40.265 billion, alongside a significant acquisition announcement [1][5]. Financial Performance - In the first half of 2025, CNPC reported operating revenue of RMB 1.45 trillion, a year-on-year decrease of 6.7% [5]. - The net profit attributable to shareholders was RMB 84.007 billion, reflecting a year-on-year decline of 5.4% [5]. Acquisition Details - CNPC's wholly-owned subsidiary, Taihu Company, plans to establish three joint ventures with cash contributions of RMB 99.95 billion, RMB 170.66 billion, and RMB 129.55 billion to acquire 100% equity in three gas storage companies [5][7]. - The acquisition is classified as a related party transaction and does not constitute a major asset restructuring [5]. Strategic Implications - The acquisition is expected to enhance the stability and high-quality development of CNPC's natural gas supply chain, with gas storage facilities playing a crucial role in balancing production and sales [7]. - The new gas storage capacity will add 10.97 billion cubic meters, improving the company's ability to match gas sales with storage capabilities [7]. - The transaction is projected to reduce related party transactions by RMB 4.6 billion based on 2024 data [7]. - Post-acquisition, the three gas storage companies will be included in CNPC's consolidated financial statements, positively impacting the overall financial status and operational results [7].

在炼化新材料业务方面，上半年，中石油加工原油6.9亿桶，生产成品油5957.2万吨，化工产品商品量 1997.1万吨、同比增长4.9%，生产新材料166.5万吨、同比增长54.9%，已连续三年保持50%以上高速增 长。炼化新材料业务实现经营利润110.6亿元。 从销售业务来看，上半年，中石油销售成品油7783.1万吨，车用LNG销量同比增长58.9%,充换电量同比 增长213%，非油业务利润同比增长5.5%。销售天然气1515.0亿立方米，同比增长2.9%，国内销售天然 气1197.7亿立方米，同比增长4.2%,创历史同期新高，市场份额提高2.1个百分点。天然气销售业务实现 经营利润186.3亿元。 "谁能把握大数据、人工智能等新经济发展机遇，谁就把准了时代脉搏。"黄永章在发布会上介绍，在勘 探开发领域，利用昆仑大模型构建的智能化全波形反演应用场景，能够有效提高地震解释效率；在炼油 化工领域，炼化时序专业大模型能够有力支撑乙烷制乙烯工艺运行场景优化，提高设备故障处置效率， 乙烯收率明显提升；在销售领域，将AI智能体嵌入加油站管理系统，能够24小时在线响应员工及客户 需求。 黄永章强调，下半年，随着国家经济持续 ...

Group 1 - Cambricon reported a revenue of 2.881 billion yuan for the first half of the year, a year-on-year increase of 4347.82%, with a net profit of 1.038 billion yuan, marking a turnaround from losses [2] - The AI industry chain showed strong performance, with Shenghong Technology's net profit increasing by 366.89% and Zhongji Xuchuang's net profit rising by 69.40% in the same period [2] - The State Council released the "Artificial Intelligence +" action plan, which is expected to benefit the development of the AI industry [2] Group 2 - East Pearl Ecology announced a major asset restructuring plan involving the acquisition of Kaier Xingtong, leading to a temporary suspension of its stock [2] - The stock market experienced a significant drop, with the Shanghai Composite Index falling by 1.76%, attributed to market reactions to Cambricon's stock performance surpassing Kweichow Moutai [2] Group 3 - The Japanese government bond market faced a sell-off, with the 10-year bond yield reaching its highest level since October 2008, driven by expectations of increased bond issuance and potential interest rate hikes [4] - China National Petroleum Corporation plans to acquire a gas storage company for approximately 40.016 billion yuan, which includes multiple gas storage facilities [5] Group 4 - A total of 14 individuals were sentenced for infringing on Huawei's chip technology, with the estimated value of the stolen technology reaching 317 million yuan, highlighting the importance of protecting commercial secrets [5]

受上半年国际原油价格下行影响，三家公司净利润出现5%至40%不等跌幅。 8月27日盘后，随着中国海油披露半年报，"三桶油"上半年业绩已全部披露完毕。中国石油、中国石 化、中国海油分别实现归母净利润840.1亿元、214.8亿元、695亿元，总计净赚1749.9亿元，相当于日赚 9.6亿元。不过，受上半年国际原油价格下行影响，三家公司净利润出现5%至40%不等跌幅，与去年同 期相比总利润减少了290.5亿元，相当于每天少赚约1.6亿元。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 如果从莫斯科的实际行动来看，一些专家质疑俄罗斯总统普京的和平诚意完全合理。俄方至今拒绝与基 辅进行任何停火磋商，同时对乌克兰的军事打击从未停止，这种"边谈边打"的姿态很难让人相信其寻求 和平的真实性。 克里姆林宫对美国总统特朗普和谈倡议的冷处理态度更是耐人寻味，面对这位美国总统亲自推动的普 京-泽连斯基会晤提议，俄方既未积极回应，也未明确拒绝，这种暧昧态度本身就传递出对和谈缺乏实 质兴趣的信号。 "当前的通胀压力，包括基础通胀压力，正在比先前预测的更快下降，"该央行在其7月25日的会议后表 示，并补充说"国内需求增长正在放缓。经济正继续回归到一条平衡的增长路径。" Kolyandr评论说，"平衡的增长路径"是"增长乏力的委婉说法"，并警告说，尽管俄罗斯央行"声称战胜 了飞涨的物价……但这是有代价的。" 但在经济方面，俄罗斯可能需要和平。俄罗斯财政部8月初表示，今年1月至7月，预算赤字已达4.88万 亿卢布（约611亿美元），相当于GDP的2.2%。据塔斯社援引财政部的报道，在同一时期内，政府支 出"飙升20.8%，至25.19万亿卢布（约3178亿美元 ...

日前，中国石油(601857.SH)公告称，公司2025年半年度实现营业收入145万亿元，同比下降6.7%:实现 归属于上市公司股东的净利润840.07亿元，同比下降5.4%。拟派发2025年中期股息每股人民币022元(含 适用税项)，总派息额约人民币402.65亿元。小财注:Q1净利468亿元，据此计算，Q2净利372亿元，环比 下降20.55%。（智通财经） ...