油气股午后拉升，截至发稿，山东墨龙（002490）(00568)涨16.83%，报4.72港元；MI能源(01555)涨 12.82%，报0.044港元；百勤油服(02178)涨10%，报0.077港元；吉星新能源(03395)涨5.56%，报0.475港 元。 华泰期货指出，在特朗普宣布缩短俄乌停火观察期后，油价走高，该行认为这对于特朗普又是一个两难 问题，为了俄乌停火需要制裁俄罗斯，但又将导致油价上涨通胀飙升，不排除又是一个TACO交易，当 前原油基本面虽然较为坚挺，但8月开始将逐步转为需求淡季，基本面并不支持油价走高。 消息面上，据报道，特朗普称对俄罗斯设定10-12天的新截止日期，若没有达成协议，将对俄罗斯石油 实施二级制裁。受此影响，隔夜国际油价显著走高，WTI原油期货收涨3.75%，报69.21美元/桶。布伦特 原油期货收涨3.53%，报72.51美元/桶。 ...

Core Viewpoint - Oil and gas stocks experienced a significant rise in the afternoon trading session, influenced by geopolitical developments regarding Russia and oil sanctions [1] Group 1: Stock Performance - Shandong Molong (00568) increased by 16.83%, trading at 4.72 HKD [1] - MI Energy (01555) rose by 12.82%, trading at 0.044 HKD [1] - Baikin Oilfield Services (02178) saw a 10% increase, trading at 0.077 HKD [1] - Jixing New Energy (03395) gained 5.56%, trading at 0.475 HKD [1] Group 2: Oil Price Movement - International oil prices surged significantly overnight, with WTI crude oil futures rising by 3.75% to 69.21 USD per barrel [1] - Brent crude oil futures increased by 3.53%, reaching 72.51 USD per barrel [1] Group 3: Geopolitical Context - Trump set a new deadline of 10-12 days for Russia to reach an agreement, threatening secondary sanctions on Russian oil if not met [1] - Huatai Futures noted that while the oil market fundamentals are currently strong, a shift to a demand lull is expected starting in August, which may not support higher oil prices [1]

油气股午后逆势拉升，潜能恒信冲高逼近涨停20cm涨停，新锦动力、科力股份、通源石油、胜通能 源、山东墨龙均涨超5%。 ...

7月30日，现货黄金刚刚突破3330.00美元/盎司关口，最新报3330.84美元/盎司，日内涨0.14%。 | | | 伦敦金现(SPTAUUSDOZ) 交易中 07-30 09:28:57 | | | 6 | | --- | --- | --- | --- | --- | --- | | 3330.84 = 0.00 | | | 昨结 3326.05 持仓 0 | | | | 4.79 | 0.14% | 量0 | | 昨收 3326.05 日增 0.00 | | | 分时 3333.455 | 五日 | 日K | 周Ｋ ■ 0.22% | | 月K 更多, 0 盘口 | | | | | | 卖1 3330.920 | | | | | | | | 买1 3330.840 | | | | | | | 09:28 3330.76 | | R.050 | | | 0.00% | | 09:28 3330.75 | | | | | | | 09:28 3330.766 0 | | | | | | | 09:28 3330.75 0 | | | | | | | 09:28 3330.598 0 | | 3318.6 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up by 0.52% to 3628.53 points, while the Shenzhen Component Index fell by 0.06%, and the ChiNext Index decreased by 0.71% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.1022 trillion yuan, a decrease of 43.6 billion yuan compared to the previous day, with over 2000 stocks rising [1] Sector Performance - The film and cinema sector experienced a significant rally, with companies like Happiness Blue Sea (300528) achieving a five-day four-limit rise, and both Jinyi Film (002905) and Ciweng Media (002343) hitting the daily limit [3] - The summer box office surpassed 5.5 billion yuan, with the film "Nanjing Photo Studio" grossing over 600 million yuan [3] - International oil prices rose by over 3%, positively impacting oil and gas stocks, with companies like Keli Co. and Tongyuan Petroleum (300164) increasing by over 5% [3] - The innovative drug sector maintained its momentum, with stocks like Dongcheng Pharmaceutical (002675) and Chenxin Pharmaceutical (603367) reaching the daily limit [3] - The financial sector saw a "de-involution" trend, with bank stocks generally rising, including Ping An Bank (000001) and Postal Savings Bank, both up nearly 2% [3] Declining Sectors - The battery sector faced significant declines, with companies like Xinyu Ren and Zhengye Technology dropping over 5% [3] - The diversified financial concept stocks fell, with Nanhua Futures (603093) down nearly 7% and Zhongyou Capital (000617) down nearly 6% [3] - Rare earth permanent magnet concept stocks also saw a downturn, with Shenghe Resources (600392) and Huahong Technology (002645) both declining over 6% [3]

Core Viewpoint - The launch of HiSimPro, a dynamic simulation engine software for integrated underground and surface oil and gas reservoir management, marks a significant technological breakthrough in China's oil and gas field development, enhancing national energy security and supply chain resilience [1][4]. Group 1: Software Features and Capabilities - HiSimPro integrates five primary functional modules and 24 secondary functional modules, supporting simulations for large-scale grids and thousands of wells [2]. - The software provides comprehensive lifecycle support for oil and gas field development, from design to production optimization, acting as a "digital brain" and "perspective eye" for oil fields [2]. - It enhances the scientific predictability of development plans and helps oil companies effectively reduce production declines, ensuring more efficient, safe, and economical extraction of oil and gas [2][3]. Group 2: Application and Impact - HiSimPro has been applied in over 300 oil and gas field blocks, including Daqing, Changqing, and Tarim, demonstrating its capability to adapt to various complex development scenarios [3]. - The software has proven effective in optimizing development plans, improving recovery rates, and ensuring the safe operation of gas storage facilities, thus significantly boosting production efficiency [3]. Group 3: Strategic Initiatives and Future Plans - China National Petroleum Corporation (CNPC) emphasizes the importance of industrial software technology development as a major mission for national energy security, planning to deepen the integration of technological and industrial innovation [4]. - CNPC has initiated a collaborative ecosystem for the oil and petrochemical software industry, signing cooperation agreements with universities and other companies to enhance research and application [4].

热门板块 1、影视板块走高 7月30日，A股走势分化，市场超3100股飘绿，截至午间收盘，沪指涨0.52%，深成指跌0.06%，创业板 指跌0.71%。 华金证券认为，8月A股可能延续震荡偏强走势，慢牛趋势不变。8月周期和科技成长可能相对占优。建 议逢低配置：一是受益于反内卷政策和盈利预期可能改善的电新、有色金属、快递、化工、大金融等行 业；二是政策和产业趋势向上的计算机（AI应用）、电子（消费电子、半导体）、传媒（AI应用、游 戏）、通信（算力）、军工、机器人、创新药等。 盘面上，市场热点轮动较快，银行、保险等大金融板块强势反弹，中国平安盘中创年内新高；钢铁、油 气、煤炭、贵金属等周期资源股再度走强，西宁特钢2连板；影视传媒板块走高，幸福蓝海等多股涨 停；CRO、中药、创新药等医药股热度不减，辰欣药业斩获8天5板；大消费板块活跃，白酒、旅游等 方向领涨；此外，半导体、物流、港口、军工等板块盘中均有所表现。下跌方面，算力硬件、固态电 池、稳定币等方向展开调整，工程机械、汽车产业链等板块跌幅居前。 展望后市，东方证券认为，综合来看，本轮行情受到流动性和经济预期改善双重驱动，目前来看仍有上 行动能。 机构观点 1 ...

Market Overview - The A-share major indices showed mixed performance, with the Shanghai Composite Index up by 0.52% at 3628.53 points, while the Shenzhen Component Index fell by 0.06% and the ChiNext Index decreased by 0.71% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 110.22 billion yuan, a decrease of 43.6 billion yuan compared to the previous day, with over 2000 stocks rising [1] Sector Performance - The film and cinema sector experienced a significant rally, with stocks like Happiness Blue Ocean achieving five consecutive trading limits, and Jin Yi Film and Ciweng Media hitting the daily limit. The summer box office surpassed 5.5 billion yuan, with "Nanjing Photo Studio" grossing over 600 million yuan [1] - The overnight international oil price increased by over 3%, leading to a rise in oil and gas stocks, with Keli Co. and Tongyuan Petroleum both rising by over 5% [1] - The innovative drug sector maintained its momentum, with Dongcheng Pharmaceutical and Chenxin Pharmaceutical hitting the daily limit [1] - The financial sector saw a "de-involution" trend, with bank stocks generally rising, including Ping An Bank and Postal Savings Bank, both increasing by nearly 2% [1] Declining Sectors - The battery sector faced significant declines, with Xinyu Ren and Zhengye Technology both dropping by over 5% [1] - The diversified financial concept stocks fell, with Nanhua Futures decreasing by nearly 7% and Zhongyou Capital dropping by nearly 6% [1] - The rare earth permanent magnet concept stocks also saw widespread declines, with Shenghe Resources and Huahong Technology both falling by over 6% [1]

三大股指集体低开，沪指开盘报3608.35点，跌0.04%，深成指开盘报11262.98点，跌0.23%，创业板指开盘报2395.86点， 跌0.45%。煤炭、油气股活跃，影视院线、军工电子、稀土永磁板块小幅走高；托育、乳业、CRO概念走低。 ...

A股油气股走强，通源石油涨超7%，准油股份涨近7%，科力股份、洲际油气、贝肯能源等跟涨。 ...