中银证券近日发布化工行业周报：本周（07.28-08.03）均价跟踪的100个化工品种中， 共有39个品种价格上涨，31个品种价格下跌，30个品种价格稳定。跟踪的产品中33%的产品 月均价环比上涨，60%的产品月均价环比下跌，另外7%产品价格持平。本周（07.28-08.03） 国际油价小幅上涨，WTI原油期货价格收于67.30美元/桶，收盘价周涨幅3.33%；布伦特原油 期货价格收于69.67美元/桶，收盘价周涨幅1.80%。 以下为研究报告摘要： 行业动态 本周（07.28-08.03）均价跟踪的100个化工品种中，共有39个品种价格上涨，31个品种 价格下跌，30个品种价格稳定。跟踪的产品中33%的产品月均价环比上涨，60%的产品月均 价环比下跌，另外7%产品价格持平。周均价涨幅居前的品种分别是环氧氯丙烷（华东）、 液氨（河北新化）、轻质纯碱（华东）、软泡聚醚（华东散水）、石脑油（新加坡）；周均 价跌幅居前的品种分别是NYMEX天然气、天然橡胶（上海）、DMF（华东）、醋酸乙烯 （华东）、顺丁橡胶（华东）。 本周（07.28-08.03）国际油价小幅上涨，WTI原油期货价格收于67.30美元/桶，收盘价 ...

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 sector [1][2]. 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 simulation and optimization throughout the entire lifecycle of oil and gas field development, from design to production [2]. - HiSimPro enhances operational efficiency by predicting reservoir conditions, monitoring fluid flow, and optimizing pipeline operations, effectively connecting underground, pipeline, and surface systems into a cohesive platform [2][3]. Group 2: Application and Impact - The software has been applied in over 300 oil and gas field blocks, including major areas like Daqing, Changqing, and Tarim, demonstrating its capability to address real-world oil field challenges [3]. - HiSimPro has proven effective in optimizing development plans, improving recovery rates, and ensuring the safe operation of gas storage facilities, thereby enhancing production efficiency and capacity [3]. Group 3: Strategic Initiatives and Future Plans - China National Petroleum Corporation (CNPC) aims to integrate core industrial software technology development with national energy security, emphasizing innovation and collaboration with academic institutions [4]. - The company has initiated a collaborative ecosystem for the oil and petrochemical software industry, signing cooperation agreements with universities and other industry players to foster innovation and talent development [4].

（文章来源：证券日报） 证券日报网讯 8月4日晚间，洲际油气发布公告称，公司2025年第五次临时股东大会于2025年8月4日召 开，审议通过了《关于资产置换的议案》等多项议案。 ...

Group 1 - The stock price of China Petroleum on August 4 was 8.47 yuan, down 0.47% from the previous trading day, with a trading volume of 971 million yuan and a turnover rate of 0.07% [1] - China Petroleum is a major oil and gas producer and supplier in China, involved in exploration, refining, transportation, trading, and engineering services, and is listed in Beijing, Shanghai, and Hong Kong [1] - The cumulative production of the Fengcheng oilfield in Xinjiang has surpassed 15 million tons, making it the largest shallow-layer heavy oil field in China, with enhanced production measures yielding an increase of 31,000 tons [1] Group 2 - On August 4, the net inflow of main funds into China Petroleum was 38.86 million yuan, with a cumulative net inflow of 33.29 million yuan over the past five days [1]

8月4日，上证指数涨0.66%，收报3583.31点，恒生指数涨0.92%，收报24733.45点。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 本文源自：金融界 作者：行情君 中国海油AH溢价达52.0%，位居AH股溢价率第75位。当日收盘，中国海油A股报25.79元，跌幅 0.58%，H股报18.56港元，下跌0.54%。 资料显示，中国海洋石油有限公司为沪港两地上市公司,代码分别为600938和00883。本公司是中国最大 的海上原油及天然气生产商,也是全球最大的独立油气勘探及生产企业之一,主要业务为勘探、开发、生 产及销售原油和天然气。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.05 | 0.75% | 33.52万 | 1.36亿 | | 000968 | 蓝焰控股 | 7.07 | 0.43% | 10.86万 | 7650.28万 | | 600759 | 洲际油气 | 2.38 | -0.42% | 85.72万 | 2.03亿 | | 600938 | 與奧圖于 | 25.79 | -0.58% | 26.62万 | 6.84亿 | 证券之星消息，8月4日油气开采板块较上一交易日下跌0.23%，中国海油领跌。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。油气开采板块个股涨跌见下表： 从资金流向上来看，当日油气开采板块主力资金净流出4387.09万元，游资资金净流入2528.49万元，散户 资金净流入1858.6万元。油气开采板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净 ...

1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Views of the Report - Last week, State Street issued broad - industry option strategy products, and other option strategy product lines also expanded. The performance of new and traditional energy in the US has diverged significantly this year, with new energy outperforming traditional energy. The Russell 2000 ETF had a significant outflow, while the overall inflow of broad - based ETFs was positive. The outflow of US domestic stock funds returned to over $10 billion in a single week, and the inflow of bond products was stable [1]. 3. Summary According to the Directory 3.1 US ETF Innovation Products: State Street Issues Broad - Industry Option Strategy Products - Last week, there were 23 new US products. State Street issued option strategy products for its GICS broad - industry ETFs, which invest in existing broad - industry ETFs and sell corresponding call options to gain income, covering all 11 industries. The GraniteShares YieldBOOST product line expanded, with a new product linked to CoinBase, and the YieldMax single - stock Covered Call strategy product was linked to ROBLOX. BlackRock issued an infrastructure active ETF, First Trust issued a nuclear energy product, Dakota issued an active ETF, and PGIM issued 4 ETFs, including 3 corporate bond ETFs with different maturities and a S&P 500 downside protection product [1][6]. 3.2 US ETF Dynamics 3.2.1 US ETF Funds: Significant Outflow from Russell 2000 ETF - Last week, equity ETFs had an inflow of nearly $10 billion, the inflow of digital currency ETFs slowed down, and commodity ETFs had a slight outflow. Among broad - based ETFs, the Russell 2000 ETF had an outflow of nearly $5 billion, while multiple YieldMax Covered Call products had the highest inflows, and traditional leveraged products had outflows. In the bond market, short - term bonds had inflows and long - term bonds had outflows [1][10][13]. 3.2.2 US ETF Performance: New Energy Significantly Outperforms Traditional Energy - This year, there has been a significant divergence in the performance of new and traditional energy in the US. Different from the high - inflation period of 2021 - 2022, the new energy sector has significantly outperformed the traditional energy sector. The VanEck nuclear energy ETF has risen by over 40%, and other managers also issued similar products last week [1][17]. 3.3 Recent US Ordinary Public Fund Fund Flows - In June 2025, the total amount of non - money public funds in the US was $22.69 trillion, an increase of $0.78 trillion compared to May 2025. The S&P 500 rose by 6.15% in June, and the scale of US domestic equity products increased by 4.26%, slightly lower than the stock increase. From July 16th to July 23rd, US domestic equity funds had a total outflow of approximately $13.5 billion, returning to over $10 billion, while the inflow of bond products was stable [1][19].

Core Viewpoint - The successful test flight of China's self-developed 2-ton electric vertical take-off and landing aircraft "Kairiou" marks a significant advancement in low-altitude logistics applications, particularly in maritime supply scenarios [1] Group 1: Technological Innovation - The "Kairiou" aircraft successfully transported fresh fruits and emergency medical supplies from a land take-off point in Shenzhen to an offshore oil and gas platform located 150 kilometers from the Shenzhen coastline [1] - The flight took 58 minutes, demonstrating the aircraft's capability in cross-sea logistics [1] Group 2: Industry Impact - This breakthrough not only innovates the maritime supply model but also highlights the potential of low-altitude economic technologies to empower traditional energy industries [1] - The integration of innovative aviation technology, mature operational experience, and real maritime operational needs creates a closed-loop application for low-altitude logistics [1]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月4日｜A股开盘，沪指跌0.36%，深证成指跌0.53%，创业板指跌0.66%。盘面上，现货黄金上 周五一度突破3360美元，黄金股集体上涨，西部黄金(601069)、晓程科技涨超4%；暑期档票房破70亿， 影视院线板块再度活跃，中国电影(600977)涨超8%，北京文化(000802)涨超4%；中药板块高开，奇正藏 药(002287)4连板，新天药业(002873)涨超8%；油气板块低开，潜能恒信(300191)、准油股份跌超3%。 (格隆汇) ...

在建井过程中，中国海油项目团队借鉴以往在海上高温高压气田建井的成功经验，自主研发与地层 特性高度匹配的钻完井液，并运用控压钻井设备在地层压力"近平衡"状态下高效钻进，刷新了国内海上 高温高压井作业水平段长度纪录，在确保安全的基础上实现钻井工具在井眼内"快进快出"，更好保护低 渗油气储层，最大限度提升油气采出率。 7月29日，从中国海油获悉，我国海上首个高温高压低渗天然气开发项目东方1-1气田13-3区（以下 简称东方13-3区）开发项目投产，标志着中国在海上复杂油气资源开发领域再获突破，对推动海洋能源 领域新质生产力发展、提升国家能源安全保障水平具有重要意义。 据了解，东方13-3区开发项目作业区域位于海南岛南部莺歌海海域，距东方市超过110千米，与东 方1-1气田已建平台海域相邻，平均作业水深约67米。该项目新铺设两条海底管道和一条海底电缆，海 南海域的主要海上气田至此全面实现了海底天然气管线的互联互通，环海南岛海底管网的可靠性进一步 提升。 据悉，东方13-3区开发项目新建一座四腿四裙桩结构的导管架平台，接入东方气田群，充分依托在 产的海上平台设施进行开发。新建平台为无人井口平台，采用智慧照明、智能视频巡 ...