Group 1 - The oil and gas extraction and service sector continues to adjust, with companies such as Beiken Energy (002828) and Zhun Oil Co. (002207) opening at the limit down price [1] - Tongyuan Petroleum (300164) and Zhongman Petroleum (603619) experienced declines of over 7% [1] - Other companies like Intercontinental Oil & Gas (600759) and Blue Flame Holdings (000968) also opened lower [1]

Core Viewpoint - International oil prices experienced a significant decline due to the de-escalation of geopolitical tensions, with prices dropping over 8% in a single day, effectively reversing gains made since June 13 [1][2][3] Oil Price Movement - On June 23, international oil prices fell sharply after initial increases due to heightened geopolitical risks, with WTI crude oil futures dropping by $6.61 to $67.23 per barrel (down 8.95%) and Brent crude oil futures falling by $6.36 to $70.65 per barrel (down 8.26%) [2] - Following the announcement of a ceasefire between Iran and Israel, oil prices continued to decline, nearly erasing all gains from the previous weeks [1][3] Impact on Oil and Shipping Stocks - The oil and shipping sectors in the A-share market faced significant losses on June 24, with companies like Shandong Molong and Tongyuan Petroleum hitting their daily limit down [1][4] - Prior to the decline, oil-related stocks had surged, with Shandong Molong experiencing a nearly 95.44% increase from June 13 to June 23 [4] Market Sentiment and Future Outlook - Analysts predict that the easing of geopolitical tensions will shift market focus back to fundamental and macroeconomic drivers, with expectations of oil prices stabilizing in the $60-$65 per barrel range for Q3, but facing potential downward pressure in Q4 [6] - The market is also influenced by OPEC's continued production increases and macroeconomic factors such as U.S. tariff policies and inflation risks [6]

CCUS，即二氧化碳捕集、利用与封存，指通过技术手段将二氧化碳从工业排放源中捕集，并加以利用 或安全封存的过程。因此被形象地称为"碳捕手"。 国家能源集团新能源技术研究院碳中和研究中心主任徐冬表示，近年来CCUS作为全球减缓气候变化技 术的角色和定位持续强化。CCUS技术已经被明确列入全球气候目标实现不可或缺的减排技术组合。 2015年，《巴黎协定》提出至本世纪末，相较工业化以前的水平，要将全球变暖温度控制在2摄氏度以 内，并向1.5摄氏度的目标努力。中国政府积极应对气候变化，为协定的通过发挥了重要作用。2020年9 月，中国政府在第七十五届联合国大会上提出，中国将提高国家自主贡献力度，采取更加有力的政策和 措施，二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。 要实现这一目标，远非易事。作为发展中大国，中国经济发展仍需安全稳定的能源保障。同时，作为富 煤、贫油、少气的国家，二氧化碳含量较高的煤炭仍是我国的基础能源和重要工业原料。预计到2035 年，全国煤炭消费总量仍将保持在40亿吨左右，实现煤炭等能源行业低碳高质量发展，对于保障国家能 源安全、实现"双碳"目标具有重要意义。 CCUS ...

我国首个深水高压气田"深海一号"二期项目全面投产 智通财经6月25日电，据中国海油消息，我国首个深水高压气田——"深海一号"二期项目全面投产。"深 海一号"气田是我国迄今为止自主开发建设的作业水深最深、地层温压最高、勘探开发难度最大的深水 气田，最大作业水深超1500米，地层最高温度达到138摄氏度，天然气探明地质储量超1500亿立方米， 分两期开发建设。一期项目于2021年6月投产，二期项目在南、北、东3个井区部署12口水下气井，新建 1座导管架平台、1套水下生产系统、5条海底管道及4条深水脐带缆，构建起地理跨度超170公里、水深 跨度超1500米的超大规模油气生产设施集群。 ...

金融界6月24日消息，上证指数低开高走，上证能源行业分层等权重指数 (能源等权，000070)下跌 1.71%，报2502.08点，成交额141.74亿元。 数据统计显示，上证能源行业分层等权重指数近一个月上涨1.24%，近三个月下跌4.91%，年至今下跌 10.24%。 据了解，上证行业分层等权重指数系列分别选取属于能源、原材料、工业、可选消费、主要消费、医药 卫生、金融、房地产、信息技术、通信服务以及公用事业十一个一级行业的上市公司证券作为指数样 本，并通过权重设置，使二级行业间实现市值加权，二级行业内个券实现等权，为投资者提供多样化的 投资标的。该指数以2003年12月31日为基日，以1000.0点为基点。 从指数持仓来看，上证能源行业分层等权重指数十大权重分别为：洲际油气（3.64%）、中煤能源 （3.53%）、中国石油（3.46%）、石化油服（3.44%）、中油工程（3.44%）、陕西煤业（3.44%）、海 油工程（3.39%）、海油发展（3.39%）、中海油服（3.38%）、上海石化（3.37%）。 从上证能源行业分层等权重指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证能源行业 ...

2025 年 6 月 24 日 关税冲击下的全球贸易再平衡 ---2025 年 LPG 期货半年度行情展望 陈鑫超 投资咨询从业资格号：Z0020238 chenxinchao@gtht.com 报告导读： 货 研 究 关税扰动以及随之带来的贸易再平衡成为 2025 年上半年 LPG 市场主旋律，下半年伴随中东、美国新增产能集中投放，叠加 国内化工需求增长乏力，供需转向宽松。 风险提示：地缘政治风险、中美贸易冲突 国 泰 君 安 期 所 XXXXXXXXXXX@gtht.com 二 〇 二 三 年 度 | 1. 2025 年上半年 | LPG 行情回顾 | 3 | | --- | --- | --- | | 2. 2025 年下半年 | LPG 运行逻辑 | 3 | | 2.1 LPG 进口格局展望 4 | | | | 2.1.1 关税 | 1.0 5 | | | 2.1.2 中东 | LPG 供应 6 | | | 2.1.3 美国 | LPG 供应 8 | | | 2.2 国内 | LPG 供给展望 | 11 | | 2.3 国内 | LPG 需求展望 | 14 | | 2.3.1 PDH 14 | | | ...

Core Viewpoint - The introduction of an intelligent downhole operation system at the Changqing Oilfield is set to revolutionize shale oil development by significantly enhancing operational efficiency and decision-making speed, addressing challenges in the industry [3][4]. Group 1: Technological Advancements - The intelligent system, referred to as the "shale oil brain," allows for historical data and fault diagnosis to be accessed in under 10 seconds, a drastic reduction from over 40 minutes previously [3]. - The system aims to achieve zero time in decision response, zero delays in collaboration, zero blind spots in fault handling, and zero deviations in evaluation systems [3]. - The accuracy of fault identification has reached 90%, showcasing the system's effectiveness in improving operational efficiency [3]. Group 2: Industry Context - Shale oil is a crucial component of unconventional oil and gas resources, with its efficient development being vital for national energy security [3]. - The Changqing Oilfield accounts for over 50% of China's total shale oil production, yet faces challenges such as low operational efficiency and insufficient precise decision-making due to various factors [3][4]. Group 3: Innovation and Collaboration - The company emphasizes the need for innovative thinking to optimize industrial structure and leverage digital technologies for business model reconstruction and management transformation [4]. - Collaboration with specialized digital companies has led to the development of a diagnostic expert knowledge base, enhancing the entire operational process from perception to evaluation [4]. Group 4: Operational Efficiency - The intelligent system integrates over 20 parameters, including downhole pressure, temperature, and flow, enabling real-time monitoring and preemptive alerts for operational issues [4][6]. - The transition from "post-repair analysis" to "pre-repair warning" has significantly reduced response times for downhole diagnostics from hours to seconds [4]. - The application of the intelligent model is expected to lower maintenance costs and improve decision-making efficiency, with average fault handling times previously exceeding three days [6].

·沪指再度站上3400点，两市成交额超1.4万亿市场全天震荡走高，创业板指领涨，沪指再度站上3400 点。截至收盘，沪指涨1.15%，深成指涨1.68%，创业板指涨2.3%。沪深两市成交额约14146.14亿元，较 前一个交易日放量约2919.85亿元。盘面上，市场热点较为杂乱，个股涨多跌少，从板块来看，固态电 池概念股再度爆发，诺德股份等10余股涨停。此外，机器人概念股展开反弹，无人驾驶概念股表现活 跃。下跌方面，油气股集体大跌，准油股份等跌停。详情>> 燕翔：港币触及弱方保证怎么看 截至6月23日，美元兑港股汇率报价7.85，相比5月初的7.75高点贬值1.3%。一般来讲，香港金融管理局 会通过买卖港元使得美元兑港币汇率维持在7.75-7.85区间，当港币走强触及7.75上限，即达到强方兑换 保证水平，香港金融管理局往往会投放港币，释放流动性；反之当港币走弱触及7.85下限，即触及弱方 兑换保证，香港金融管理局会买入港币，收紧流动性。5月份以来短短一个多月时间港币汇率由强方保 证快速触及至弱方保证，引发市场关注。具体原因来看，本轮港币汇率波动发生在美元指数走弱期间， 并非因美元升值而发生的被动贬值。相反， ...

Market Overview - On June 24, A-shares major indices experienced fluctuations throughout the day, with total trading volume in the Shanghai and Shenzhen markets reaching 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] - The solid-state battery concept stocks saw a significant surge, while sectors such as oil and gas, ports, and precious metals faced substantial declines [1] Key Stocks - Notable stocks in the solid-state battery sector included Nord Shares with a six-day consecutive rise, Xingye Shares with five rises in eight days, and Xiangtan Electric with four consecutive rises [2] - Other strong performers included Zhejiang Dongri in the brain-computer interface sector with five rises in six days, and Zhongjing Electronics in the PCB sector with four rises in five days [2] Stock Performance Data - Nord Shares (600110) closed at 6.24 yuan, up 10.05%, with a trading volume of 2.76 billion yuan and a turnover rate of 26.33% [3] - Zhejiang Dongri (600113) closed at 25.04 yuan, up 10.02%, with a trading volume of 666.1 million yuan and a turnover rate of 6.60% [3] - Zhongjing Electronics (002579) closed at 12.65 yuan, up 10.00%, with a trading volume of 2.976 billion yuan and a turnover rate of 41.52% [3] - Xingye Shares (826609) and Xiangtan Electric (002125) both saw significant gains of 49.99% [3] Trading Dynamics - A total of 72 stocks hit the daily limit up, with 14 stocks experiencing consecutive rises, and 18 stocks failed to maintain their limit up status, resulting in a sealing rate of 80% [4] - The top three net buying stocks on the Dragon and Tiger list were Guoxuan High-Tech, Guangxun Technology, and Ice River Network, with net purchases of 318 million yuan, 300 million yuan, and 201 million yuan respectively [5] Institutional Trading - Guangxun Technology saw a net institutional purchase of 76.19 million yuan, while Guoxuan High-Tech had a net institutional purchase of 63.78 million yuan [8] - The top three net selling stocks by institutions included Neimenggu Yiji, Taishan Petroleum, and Zhongjing Electronics, with net sales of 76.74 million yuan, 61.23 million yuan, and 57.39 million yuan respectively [9] Sector Insights - Guoxuan High-Tech is advancing in solid-state battery production, with its "Jinshi Battery" achieving a cell energy density of 350 Wh/kg and a capacity increase of 150% [10] - Guangxun Technology specializes in high-speed optical modules for cloud computing data centers and is expected to benefit from the growth of domestic internet markets [11] - Ice River Network, focused on online gaming, reported a revenue of 654 million yuan in Q1 2025, marking a year-on-year growth of 16.65% [12]

Market Overview - The market showed a strong upward trend today, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 1.15%, 1.68%, and 2.3% respectively, with over 4,700 stocks rising and only about 500 declining [4] Middle East Conflict - The recent escalation in the Middle East conflict saw a sudden turn towards de-escalation, with reports of a ceasefire agreement between Israel and Iran announced by U.S. President Trump [5][7] - Following the ceasefire announcement, oil and shipping sectors experienced significant declines, with multiple companies in these sectors hitting their daily limit down [7][9] - Despite the ceasefire, tensions remain high, as reports of missile launches from Iran towards Israel continued to emerge [9] Autonomous Driving Sector - The autonomous driving sector experienced a collective surge, with several companies such as 永安行, 锦江在线, and 浙江世宝 hitting their daily limit up [12] - The sector closed up by 3.28%, driven by the launch of Tesla's Robotaxi service in Texas, which was reported to have a fare of $4.2 per ride [12][13] Financial Sector - The financial sector opened strong, with significant gains in stocks like 国盛金控 and 湘财股份, leading to a rise of 3.1% in brokerage and 3.2% in fintech stocks [16] - The People's Bank of China announced plans to develop a new stage of financial technology, which may have contributed to the sector's rally [16] Gaming Sector - The gaming sector also saw a notable increase, with stocks like 电魂网络 and 冰川网络 reaching their daily limit up, resulting in a 3% overall gain for the sector [18][20] - The success of the game 《情感反诈模拟器》 on Steam, which topped sales charts, served as a catalyst for the sector's performance [20]