Helix Energy (HLX) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -300.00%. A quarter ago, it was expected that this offshore oil and gas services contractor would post a loss of $0.05 per share when it actually produced earnings of $0.02, delivering a surprise of +140%.Over the last four quarters ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次利润分配方案经中曼石油天然气集团股份有限公司（以下简称"公司"）2025年6月5日的2024年年度 股东大会审议通过。 二、分配方案 根据公司2024年年度股东大会审议通过的《关于公司2024年年度利润分配方案的议案》，公司以实施权 益分派股权登记日登记的总股本扣减公司回购专用证券账户中的股份为基数分配利润，向全体股东每股 派发现金红利0.30元（含税）。在实施权益分派的股权登记日前公司总股本或回购专户上股份数量发生 变动的，公司拟维持每股派发现金红利金额不变，相应调整分配总额。 本次利润分配以实施公告确定的股权登记日的总股本462,338,461股，扣除目前公司回购专户上持有的股 份数量3,994,300股后，即以458,344,161股为基数，向全体股东每10股派发现金红利3.00元（含税），共 计派发现金红利137,503,248.30元（含税）。 （2）本次差异化分红除权除息的计算依据 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上 ...

Core Points - The U.S. and Japan have reached a significant trade agreement, with Japan agreeing to invest $550 billion in the U.S. and a reduction of tariffs on Japanese goods to 15% from a previously threatened 25% [1][3][4] - The agreement is seen as a compromise, balancing U.S. interests and Japanese demands, although Japanese industries express concerns over the high tariff rate [1][4] - The deal includes provisions for market access in sectors such as automobiles and agriculture, with specific mention of increased imports of U.S. rice [4][5] Group 1: Trade Agreement Details - Japan will invest $550 billion in the U.S., which is expected to create numerous jobs and generate significant profits for the U.S. [3][4] - The tariff on Japanese automobiles exported to the U.S. will decrease from 27.5% to 15%, which is a substantial reduction but still raises concerns among U.S. automakers [4][5] - The agreement also includes discussions on additional tariffs, particularly on steel and aluminum, which remain at 50% [4][5] Group 2: Economic Implications - The new trade agreement is projected to negatively impact Japan's GDP by approximately 0.55% within a year due to the increased tariffs [6] - Japanese farmers express concerns about the potential sacrifice of agriculture in favor of trade agreements, particularly regarding rice imports [6][7] - The agreement has led to a rise in Japan's Nikkei 225 index, indicating a temporary market relief from uncertainty [6] Group 3: Political Context - The agreement comes at a politically sensitive time for Japanese Prime Minister Shigeru Ishiba, whose political future is tied to the success of these negotiations [1][7] - The U.S. is also pursuing trade agreements with other countries, including the Philippines and Indonesia, indicating a broader strategy of negotiating trade terms [7][8] - European countries are considering stronger countermeasures against the U.S. if trade negotiations do not progress, highlighting the global implications of U.S.-Japan trade relations [8]

美国白宫：美国和日本正在探讨一项新的阿拉斯加液化天然气供货协议。 ...

美国白宫：美日投资协议将部分聚焦于半导体设计和制造、天然气以及新造船厂。 ...

WTI 9月原油期货收跌0.06美元，跌幅0.09%，报65.25美元/桶。 欧洲天然气价格逆转此前涨势，连续第五个交易日下跌，因充足供应缓解市场紧张情绪。欧洲今年加大 液化天然气进口，因冬季结束时库存低于往年水平，迫使其迅速增加进口量以备下一供暖季。 周三（7月23日）欧市尾盘，ICE英国天然气期货跌0.99%，TTF基准荷兰天然气期货跌2.03%，ICE欧盟 碳排放交易许可（期货价格）跌2.03%。 NYMEX 8月天然气期货收跌5.38%，报3.0770美元/百万英热单位。 NYMEX 8月汽油期货收报2.1213美元/加仑，NYMEX 8月取暖油期货收报2.4490美元/加仑。 中东Abu Dhabi Murban原油期货目前涨0.48%，北京时间02:33暂报71.23美元/桶。 ...

主力合约与基差： 2025年7月22日，原油期货价格普遍走弱。SC主力合约下跌1.56%至504.3 元/桶，较前一日下跌8元/桶；WTI和Brent分别下跌0.5%和0.61%，收于 65.45美元/桶和68.67美元/桶。SC相对于布伦特和WTI的价差明显走弱， SC-Brent价差较前一日收窄0.68美元至1.61美元/桶，SC-WTI价差缩窄0.77 美元至4.83美元/桶，反映国内原油期货价格溢价收缩。SC跨期价差（连 续-连3）大幅回落47.4%至20.3元/桶，显示近端供需压力缓和。 持仓与成交： 7月22日，WTI和布伦特成交量分别减少26.8%和30.4%，未平仓合约同步减 少，暗示市场活跃度下降及空头部分离场。燃料油期货仓单单日增加26840 吨，表明保税交割资源补充压力较大，或与炼厂开工增加有关。 产业链供需及库存变化分析 供给端： 需求疲软叠加库存施压，原油震荡偏弱 一、日度市场总结 原油期货市场数据变动分析 地缘供应不确定性增加。墨西哥计划发行百亿美元债券支持国家石油公 司，可能缓解其财政压力，但长期产能投资仍需观察；伊拉克与土耳其正 就扩展能源协议谈判，可能提高中东原油出口潜力。此 ...

股东方面，截至2014年6月30日，中海油服股东户数98641户，较上次增加477户，户均持股市值35.28万 元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中海油服19.8021.391.50670.89亿行业平均 29.7834.353.57152.92亿行业中值38.6839.463.3253.49亿1海油工程11.2211.560.93249.81亿2中曼石油 11.4812.382.1189.83亿3海油发展11.5811.871.56434.05亿4金诚信17.9219.603.33310.39亿6广东宏大 31.0931.724.31284.77亿7中油工程33.4530.930.74196.53亿8龙高股份38.6838.903.9649.78亿9金石资源 51.2952.568.12135.09亿10博迈科51.3540.011.2440.23亿11科力股份55.8761.975.0233.32亿12石化油服 57.2260.934.26384.83亿 中海油田服务股份有限公司的主营业务是石油和天然气勘探、开发及生产。公司的主要产品是钻井服 务、油田 ...

7月22日，财富中文网发布了2025年《财富》中国500强排行榜。榜单采用与《财富》世界500强一脉相 承的制榜方法，同时包括了上市和非上市企业。 榜单显示，今年500家上榜的中国公司在2024年的总营业收入达到14.2万亿美元，和上年上榜公司相比 下降约2.7%；净利润达到7564亿美元，较上年增长约7%。按美元计算，2024年中国的GDP总量达到 18.75万亿美元，今年榜单中500家公司的收入总和约为中国当年GDP的四分之三。 国家电网有限公司以5484亿美元的营收位居榜首，中国石油天然气集团和中国石油化工集团分列榜单第 二位和第三位，中国建筑集团位列第四。"四大行"均位列前十，其中，工商银行排名最高，位列第五； 农业银行、建设银行、中国银行分别位列第七至第九。 今年前十位中没有大陆民营企业，京东集团仍是排位最高的大陆民营企业，位列第11位，较去年上升2 位。阿里巴巴集团位列第18位，较去年上升3位；腾讯控股位列第32位，较去年上升6位。《财富》表 示，中国几家互联网代表企业值得关注，它们在竞争格局下仍持续增长。 盈利能力方面，最赚钱的十家上榜公司中，除五家商业银行和中石油外，今年进入利润榜前十位的有四 ...

Financial Data and Key Metrics Changes - The company reported an adjusted operating income of $6.5 billion before tax and an IFRS net income of $300 million, impacted by an impairment on U.S. offshore wind projects [5][6] - Adjusted earnings per share was NOK 0.64, with cash flow from operations after tax being strong at $9.2 billion [6][20] - The net debt to capital employed ratio increased to 15.2%, reflecting the state's share of the buyback from last year booked as finance debt [21] Business Line Data and Key Metrics Changes - The company produced 2.096 million barrels per day, up more than 2% from last year, with a target of 4% production growth for the year [15] - Liquids production increased by 4%, driven by the ramp-up of Johan Castberg and high regularity on Johan Sverdrup [16] - Renewable production increased by 26%, mainly due to the ramp-up of Dogger Bank A in the UK [17] Market Data and Key Metrics Changes - The European gas market is impacted by lower storage levels, with inventories almost 20 percentage points lower than last year [7] - Gas prices in Europe and the U.S. were higher, while liquids prices were lower compared to the same quarter last year [17] - The company captured almost 80% higher gas prices in the U.S. onshore market [10] Company Strategy and Development Direction - The company is committed to cost and capital discipline, reporting flat cost development in the quarter [8] - Strategic progress includes the ramp-up of Johan Castberg and final investment decisions on Johan Sverdrup Phase III [9] - The company announced two long-term contracts for gas supply to the UK and Germany, indicating strong demand for Norwegian gas [9][61] Management's Comments on Operating Environment and Future Outlook - Management noted that energy markets are affected by geopolitical unrest and trade wars, leading to significant volatility in oil markets [7] - The company remains focused on operations and resilience amid uncertainty, with a robust balance sheet [8] - Management expressed confidence in the long-term role of natural gas in energy transition and electrification [46] Other Important Information - The company expects to deliver around $9 billion in capital distribution for the year, including a cash dividend of $0.37 per share and a share buyback of up to $1.265 billion [14] - An impairment of $955 million was recorded due to changes in regulations for future offshore wind projects in the U.S. [12] Q&A Session Summary Question: On the Empire Wind impairment and discount rate - Management clarified that the 3% discount rate used for impairment testing is an unlevered real discount rate after tax, justified by the fixed revenue profile for 25 years [26][27] Question: On working capital and trading volatility - Working capital is currently $5 billion, a reduction of $550 million, driven by upstream segment movements rather than trading activities [28][29] Question: On the new tax system in Norway - Tax payments will be evenly distributed over the year, with five installments in the second half of 2025 and five in the first half of 2026 [34][35] Question: On the Peregrino divestment and Bacalau project - The divestment of Peregrino is expected to close towards the end of the year, with Bacalau progressing well and expected to contribute significantly to international production [44][45] Question: On CapEx and competitive cash returns - Management emphasized that CapEx is a pretax number, while cash flow from operations is after tax, affecting comparisons with peers [87][88] Question: On Johan Sverdrup production and cost inflation - Johan Sverdrup is expected to maintain high production levels, with ongoing efforts to manage water and improve recovery rates [94][96] - Cost inflation pressures are expected to ease in Norway, while the market remains tight overall [98][99]