Summary of Key Points Core Viewpoint The company has decided to postpone the expected completion dates for certain fundraising investment projects due to changes in market conditions and strategic adjustments, while ensuring that the investment amounts and purposes remain unchanged. Group 1: Fundraising Overview - The company raised approximately RMB 2.5 billion through a private placement of 69,098,949 shares at a price of RMB 36.18 per share, with a net amount of RMB 2,487,483,821.84 after deducting issuance costs [1][2] - The remaining balance of the original fundraising project, which was terminated, is RMB 758.205 million, including interest and investment income [2][4] Group 2: Project Changes - The company has terminated the original project for the industrialization of new energy intelligent fracturing equipment and redirected the remaining funds to an oil and gas technology service project [2][8] - The total investment for the new project is estimated at RMB 830 million, with RMB 758.205 million expected to be funded from the redirected remaining balance [8] Group 3: Delay Reasons - The postponement is attributed to changes in market and macroeconomic conditions, as well as the company's strategic adjustments, which have led to a reassessment of project urgency [6][7] - The company aims to avoid resource waste by extending the timeline for project completion, particularly for the digital transformation project, which has seen a decrease in urgency due to overseas capacity construction [7][8] Group 4: Project Feasibility and Expected Benefits - The digital transformation project is essential for enhancing operational efficiency and reducing reliance on manual processes, although it does not directly generate revenue [11][12] - The oil and gas technology service project is expected to meet increasing market demand, with a positive outlook on economic benefits based on current market assessments [12] Group 5: Approval and Oversight - The postponement of the projects has been approved by the company's board and supervisory committee, ensuring compliance with relevant regulations [13] - The company will continue to monitor market conditions and manage resources effectively to ensure the projects are completed on schedule [10][13]

Group 1 - China National Offshore Oil Corporation (CNOOC) announced the full production of the "Deep Sea No. 1" gas field phase II project in the South China Sea, marking the completion of the largest offshore gas field in China [4] - The Shaoyang-Yongzhou high-speed railway has commenced the construction of its first box girder, with a total length of approximately 96 kilometers and a design speed of 350 kilometers per hour, forming an important part of China's high-speed rail network [6] - The sports goods industry in Cixi, Zhejiang Province, has rapidly developed, with over 800 enterprises included in the national sports industry directory, and exports of sports goods and equipment reached 860 million yuan, a year-on-year increase of 49.7% from January to May [8] Group 2 - The Inner Mongolia Autonomous Region showcased its campus football curriculum achievements, with participation from 36 primary and secondary schools across 12 leagues [10] - Eastern Airlines launched a direct round-trip flight route between Xi'an and Istanbul, enhancing connectivity between the two cities [13] - Sanya, Hainan, is preparing for the summer tourism peak with a themed tourism season, attracting numerous domestic and international tourists to experience yacht outings [15]

据证券时报，2025年以来，信用债ETF迎来爆发式增长，成为债券市场最具吸金效应的新品类。截至6 月23日，全市场信用债ETF总规模达2046.82亿元，首次突破2000亿元大关，约占全部债券ETF市场的 57%，成为今年ETF市场增长最迅猛的细分赛道之一。 一、ETF行业快讯 1、三大指数集体上涨，多只金融科技ETF上涨 今日，三大指数集体上涨，上证综指上涨1.04%，深证成指上涨1.72%，创业板指上涨3.11%。多只计算 机板块ETF上涨，其中，金融科技ETF华夏（516100.SH）上涨7.60%，金融科技ETF（516860.SH）上涨 7.59%，金融科技ETF（159851.SZ）上涨7.45%。石油石化板块多只ETF下跌，油气ETF博时 （561760.SH）下跌0.32%，油气资源ETF（563150.SH）下跌0.11%，油气资源ETF（159309.SZ）下跌 0.10%。 2、股票ETF连续8个交易日出现资金净流入 据中国基金报，6月24日，权重股"大象起舞"，上证指数重返3400点，股票型ETF同步资金净流入，助 推多个主流指数翻红。银河证券基金研究中心数据显示，6月24日，全市场股 ...

卖五 中国银河证券股份有限公司北京中关村大街证券营业部 6.37 1178.98 贝肯能源今日下跌9.69%，全天换手率41.32%，成交额8.51亿元，振幅2.93%。龙虎榜数据显示，营业部 席位合计净卖出5863.54万元。 深交所公开信息显示，当日该股因日换手率达41.39%、日跌幅偏离值达-11.11%上榜，营业部席位合计 净卖出5863.54万元。 资金流向方面，今日该股主力资金净流出5266.28万元，其中，特大单净流出2987.64万元，大单资金净 流出2278.64万元。近5日主力资金净流出2.70亿元。（数据宝） 贝肯能源6月25日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1231.36 | 1159.25 | | 买二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 1112.54 | 974.30 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1034. ...

卖出席位方面，国信证券浙江互联网分公司以1846.64万元占据卖出榜首位，东方财富证券拉萨团结路 第二证券营业部以1818.82万元紧随其后。东亚前海证券浙江分公司、国金证券北京崇文门外大街证券 营业部及中国银河证券北京中关村大街证券营业部分别卖出1610.80万元、1381.91万元及1178.98万元。 其中，国金证券北京崇文门外大街营业部近三个月上榜后个股3日上涨概率达47.37%，但其上榜次数仅 为19次。 风险提示：文中信息基于公开数据，不构成任何投资建议。股市有风险，投资需谨慎。 买入金额前五席位中，东方财富证券拉萨东环路第二证券营业部以1231.36万元居首，紧随其后的是东 方财富证券拉萨金融城南环路证券营业部、拉萨团结路第一证券营业部，分别买入1112.54万元、 1034.37万元。国信证券浙江互联网分公司则以1015.56万元位列第四。值得注意的是，上述拉萨系营业 部近三个月上榜次数均超800次，但上榜后个股3日内上涨概率不足32%。 6月25日，贝肯能源因日换手率超过20%登上龙虎榜。从买卖席位来看，东方财富证券旗下拉萨多家营 业部占据买入榜单前列，而国信证券浙江互联网分公司同时现身买卖 ...

Core Viewpoint - The "Deep Sea No. 1" Phase II project has been fully put into production, making it China's first deep-water high-pressure gas field, with an expected annual gas production exceeding 4.5 billion cubic meters, positioning it as the largest offshore gas field in the country [1][4]. Group 1: Production and Capacity - The "Deep Sea No. 1" gas field has achieved full production with 23 underwater gas wells, capable of supplying over 15 million cubic meters of natural gas daily to the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan [4]. - The gas field has geological reserves exceeding 150 billion cubic meters, with a maximum operational water depth of over 1,500 meters and a maximum formation temperature of 138 degrees Celsius [7]. Group 2: Technological Advancements - The project has overcome significant challenges related to "deep water, deep layers, high temperature, and high pressure," introducing a new development model that utilizes a deep-water semi-submersible platform for remote-controlled underwater production systems [10]. - Innovations have led to the establishment of a comprehensive design system for China's independent development of deep-water oil and gas resources, addressing world-class technical challenges [10]. Group 3: Equipment Development - China has developed a series of large deep-sea oil and gas equipment, including "Deep Sea No. 1," "Sea Base Series," and "Sea Aster No. 1," enhancing its capabilities in deep-water engineering [11]. - The country has also made breakthroughs in critical equipment development, contributing to the advancement of 3,000-meter-class deep-water engineering vessels [11]. Group 4: Future Outlook - In 2024, China's marine energy supply is expected to continue growing, with marine crude oil and natural gas production projected to increase by 4.7% and 8.7% year-on-year, respectively [13].

围绕重大关键技术和卡脖子技术部署基础专利、核心专利，挖掘核心发明专利54件，PCT国际专利 申请4件……日前，国家知识产权局以"知识产权助力新时代东北全面振兴"为主题的新闻发布地方行活 动来到大庆油田。科技日报记者在采访中了解到，大庆油田将知识产权建设作为推进"百年油田"建设的 主引擎，围绕"一个核心，三条主线"战略布局，在油气领域知识产权创造、运用、管理和保护的征程中 书写着新时代创新答卷。 在实验室里，大庆油田科研人员与高校专家正在进行开发技术联合攻关——这是"政府、油田、高 校"三位一体知识产权平台的生动缩影。黑龙江省企业高价值发明专利培育中心的顺利验收，打通了专 利快速预审通道，让一项项科研成果以"加速度"转化为知识产权。"十四五"以来，大庆油田累计专利申 请量突破1800件，其中发明专利占比超90%，如同破土而出的春笋，在非常规油气、智能开采等领域形 成了密集的"专利森林"。 大庆油田建立了专利"五级审核+两轮后评估"制度，从专利的孕育、诞生到应用，每个环节都经过 严格"体检"。截至2024年底，大庆油田有效发明专利达708件，同比增长8.3%，三家所属单位通过《企 业知识产权管理规范》国家标准认证 ...

【导读】国泰君安国际，一支穿云箭，千军万马来相见 兄弟姐妹们啊，今天市场沸腾了，相信你们都挣到钱了吧！ 全线大涨 6月25日，市场全天放量大涨，沪指创出年内新高，创业板指涨超3%。截至收盘，沪指涨1.03%，深成指涨1.72%，创业板指涨3.11%。 两市共3919只个股上涨，80只个股涨停，1284只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 80 | | 涨幅 > 7% | 135 | | 涨幅 5-7% | 124 | | 涨幅 3-5% | 330 | | 涨幅 0-3% | 3330 | | 跌幅 0-3% | 1171 | | 跌幅 3-5% | 63 | | 跌幅 5-7% | 29 | | 跌幅 > 7% | 21 | | 其中 跌停 | 6 | | 上涨家数 | 3919 | | 下跌家数 | 1284 | | 平盘停牌 | 217 | | 总品种数 | 5420 | | 总成交额 | 16395.06亿 | | 总成交量 | 124713.4万 | | 涨家增减 | 1209 | | 涨家增幅 | 44.61% | | 指数量比 | 1. ...

【导读】国泰君安国际，一支穿云箭，千军万马来相见 6月25日，市场全天放量大涨，沪指创出年内新高，创业板指涨超3%。截至 收盘，沪指涨1.03%，深成指涨1.72%，创 业板指涨3.11%。 | 两市共3919只个股上涨，80只个股涨停，1284只个股下跌。 | | --- | | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 80 | | 涨幅 | > 7% | 135 | | 涨幅 | 5-7% | 124 | | 涨幅 | 3-5% | 330 | | 涨幅 | 0-3% | 3330 | | 践幅 | 0-3% | 1171 | | 跌幅 | 3-5% | 63 | | 跌幅 | 5-7% | 29 | | 跌幅 | > 7% | 21 | | 其中 跌停 | | 6 | | 上涨家数 | | 3919 | | 下跌家数 | | 1284 | | 平盘停牌 | | 217 | | 总品种数 | | 5420 | | 总成交额 | | 16395.06亿 | | 总成交量 | | 124713.4 | | 涨家增减 | | 1209 | | 涨家增幅 ...

Market Overview - The market experienced a significant rise, with the Shanghai Composite Index reaching 3455 points, marking a new high for the year, while the ChiNext Index surged over 3% [1] - Over 3800 stocks closed in the green, indicating a positive shift in market sentiment [5] Financial Sector - The financial sector saw a collective surge, particularly in brokerage stocks such as Guosheng Financial Holdings, Tianfeng Securities, and Xiangcai Securities, which hit the daily limit [3] - The rise is attributed to increasing expectations for policy easing and the relatively low valuations of brokerage firms, with potential catalysts from ongoing capital market reforms like the deepening of the registration system and the expansion of the Beijing Stock Exchange [3] - Caution is advised for short-term trading, while long-term investors should focus on leading firms with strong investment banking capabilities and wealth management advantages [3] Military Industry - The military sector remained active, with stocks like Guorui Technology and Beifang Changlong hitting the daily limit [3] - The sector benefits from strong performance and policy support, with many military enterprises reporting full order books, particularly in aerospace and missile equipment [3] - Long-term investments should focus on leading companies with core technologies and stable orders, avoiding short-term speculative trades [3] Software Development - The software development sector was also lively, with stocks like Guiding Compass reaching the daily limit [4] - This sector is linked to the financial industry, driven by the demand for financial IT and data security as part of digital transformation [4] - Companies that effectively combine technology with practical applications are seen as having significant future potential, but investors should prioritize firms with tangible projects and cash flow [4] Other Sectors - The oil and gas, pharmaceutical, and shipping sectors faced declines, with stocks like Zhun Oil Shares hitting the daily limit down [4] - The oil and gas sector is affected by recent volatility in international oil prices, while the pharmaceutical sector is still adjusting to the impacts of centralized procurement [4] - The shipping sector is experiencing a withdrawal of funds due to expectations around freight rates and seasonal demand [4] Investment Strategy - The market's upward movement suggests a search for undervalued and high-growth sectors, particularly in financials and military industries [5] - Long-term investors are encouraged to remain calm and avoid chasing short-term speculative stocks, focusing instead on sectors with clear policy benefits and strong mid-year performance forecasts, such as semiconductor equipment, energy storage, and high-end liquor [5]