格隆汇7月31日丨延长石油国际(00346.HK)公布，集团预期截至2025年6月30日止六个月录得亏损约2790 万港元，相对去年同期亏损约2,730万港元。集团于2025年的中期亏损主要由于加拿大的油气生产业务 录得亏损约2,830万港元所致。 ...

从资金流向上来看，当日油气开采板块主力资金净流出1.1亿元，游资资金净流入2019.88万元，散户资金 净流入8934.87万元。油气开采板块个股资金流向见下表： 证券之星消息，7月31日油气开采板块较上一交易日下跌2.31%，*ST新潮领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600938 | 與澳圖出 | 26.16 | -1.25% | 33.66万 | | 8.83 Z | | 000968 | 蓝焰控股 | 7.02 | -2.77% | 22.44万 | | 1.58亿 | | 600759 | 洲际油气 | 2.39 | -2.85% | 156.47万 | | 3.76亿 | | 600777 | *ST新潮 | 4.16 | -5.02% | 54.68万 | | 2.31亿 | | 代码 | 名称 | | | 主力净流入 ...

证券之星消息，新天然气(603393)07月31日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘，喀什北第二指定区域试油是否取得较大进展？勘探是否有了最终定论？今年下半年 是否有一定开发强度？何时迎来较大规模产油产气？ 新天然气回复：尊敬的投资者，您好。喀什北第二区域涉及矿区面积很大，根据最新的评估，已发现的 三个有利构造带，预测资源量原油超亿吨，天气然超千亿方。目前，已经在阿深1圈闭、乌西3圈闭分别 部署一口探井，预计年底或明年年初完成钻探。届时，视相关钻探所掌握的资料和钻探成效，部署2026 年的投资方向和工作量。感谢您的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1: Company Performance Highlights - Jiangfeng Electronics (300666.SZ) achieved a revenue of 3.605 billion CNY in 2024, a year-on-year increase of 38.57%[9] - Lianhua Holdings (600186.SH) is expected to see a revenue growth of 35.09% from 2025 to 2027, with net profits projected at 335 million CNY in 2025[19] - Meige Intelligent (002881.SZ) forecasts revenues of 3.786 billion CNY in 2025, with net profits of 229 million CNY[22] - Foxit Software (688095.SH) anticipates a net profit of 33 million CNY in 2025, with a significant increase in subscription revenue[25] - Lanjian Intelligent (688557.SH) expects net profits of 162 million CNY in 2025, with a projected EPS of 1.59 CNY[34] - Western Mining (601168.SH) reported a revenue of 31.619 billion CNY in H1 2025, a year-on-year increase of 26.59%[36] Group 2: Market Trends and Opportunities - The global market for semiconductor precision components is projected to reach approximately 428.8 billion CNY by 2025, with China's market growing faster than the global average[12] - The AI and big data sectors are driving rapid growth in computing power demand, with the Chinese intelligent computing market expected to reach 1,037.3 EFLOPS by 2025[17] - The smart connected vehicle market is projected to grow from 2.3 billion CNY in 2020 to 5 billion CNY by 2024, with a compound annual growth rate of 21%[21] - The Chinese seasoning market is expected to continue expanding due to the rise of pre-packaged meals and digital marketing strategies[15]

7月31日消息，指数早盘走势分化，沪指、深成指双双调整，创指半日微涨。板块方面，辅助生殖概念 走高，共同药业、双双20cm涨停；AI算力相关股集体走强，液冷服务器方向领涨，思泉新材、、淳中 等多股涨停；创新药板块盘中拉升，南新制药20cm涨停，、等盘中涨停；钢铁板块陷入回调，、跌幅 居前；煤炭股早盘走低，安泰集团领跌；油气开采板块走弱，准油股份、跌幅居前。总体来看，个股跌 多涨少，下跌个股超3400只。 截至午间收盘，沪指报3591.26点，跌0.68%；深成指报11152.77点，跌0.45%；创指报2377.84点，涨 0.43%。 盘面上，辅助生殖、液冷服务器、化学制药板块涨幅居前，钢铁、油气开采、煤炭开采加工板块跌幅居 前。 热点板块： 1、AI应用 易点天下、、、鼎捷数智等多股上涨。 消息面上，从国家网信办获悉，当前AI正通过网页、移动应用、API接口、本地部署、云服务部署等多 种方式为用户提供服务。据不完全统计，大模型应用的个人用户注册总数已超过31亿，API调用用户总 数超过1.59亿。 2、辅助生殖 共同药业、利德曼、、等多股上涨。 华西证券研报认为，今年上半年A股新开户数量，特别是个人投资者 ...

7月31日，中国石油股份(00857)盘中下跌2.05%，截至11:27，报7.66元/股，成交3.44亿元。 作者：行情君 中国石油天然气股份有限公司是中国最大的油气生产和销售商，主要从事原油和天然气的勘探、开发、 生产、输送及销售，并涉足新能源、炼油及化工产品的生产与销售。公司还在全球范围内进行天然气输 送、销售及非油品贸易，拥有A股、H股及美国存托股的上市地位。 截至2025年一季报，中国石油股份营业总收入7531.08亿元、净利润468.09亿元。 本文源自：金融界 ...

Core Insights - The shale gas sector saw a rise of 1.09%, ranking 10th among concept sectors, with 24 stocks increasing in value, including Shandong Molong and *ST Xinchao hitting the daily limit [1] - Major gainers included New Jin Power, Tongyuan Petroleum, and Zhun Oil, with increases of 8.07%, 7.22%, and 6.22% respectively [1] - The sector experienced a net outflow of 371 million yuan in capital, with 18 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflows [2] Capital Flow Analysis - Leading stocks in terms of net capital inflow included China National Offshore Oil Corporation (CNOOC) with a net inflow of 102 million yuan, followed by Tongyuan Petroleum and Shandong Molong with 85 million yuan and 53 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 10.08% for Haimer Technology, 7.61% for CNOOC, and 6.85% for Shandong Molong [3] - The overall capital flow in the shale gas sector indicates a mixed sentiment, with significant inflows into certain stocks despite the overall outflow [2][3]

证券之星消息，7月30日油气开采板块较上一交易日上涨2.2%，*ST新潮领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.38 | 5.04% | 67.12万 | | 2.85 Z | | 600759 | 洲际油气 | 2.46 | 1.65% | 238.61万 | | 5.871Z | | 600938 | 與澳圖+ | 26.49 | 1.42% | 50.96万 | | 13.45 Z | | 000968 | 蓝焰控股 | 7.22 | 0.98% | 19.26万 | | 1.39亿 | | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | | 游资净占比 散户净流入 (元) 散户净占比 | | | --- | --- | --- | --- | --- | - ...

2546 1248 809 250 146 148 93 55 80 42 37 19 9 小于 大于 +8% 涨停 +4% +2% 0% -2% -4% -6% -8% 跌停 +8% +6% -8% 上涨 1713家 持平 146家 下跌 3559家 停牌 6家 跌停 9家 涨停 55家 | 市场热度:29 0 | 两市成交额:1.84万亿 较上一日: +411亿 | | --- | --- | | OHITOLOBARINGIANA PARTICOLORIA | | | 100 0 50 | 今日预测量能: | | | 1.84万亿 +411亿 | 涨停表现 封板率 昨涨停今表现 72.00% 3.68% 封板 48 触及 19 高开率 70% 获利率 67% / 凤凰网财经讯 7月30日，市场午后一度跳水，三大指数涨跌不一，沪指盘中再创年内新高，东信和平等 高位人气股集体大跌。截至收盘，沪指涨0.17%，深成指跌0.77%，创业板指跌1.62%。沪深两市全天成 交额1.84万亿，较上个交易日放量411亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- ...

Core Insights - The marine economy concept has gained momentum, with significant stock price increases for companies like Qianeng Hengxin (up approximately 15%), Zhongshui Fishery (limit up), and Shenwater Haina (up over 6%) [1] - The Chinese government has emphasized the importance of deep-sea technology in its upcoming policies, indicating a strategic focus on deep-sea resource development and security [1] - The global oil and gas resources are predominantly located in marine environments, with over 70% of these resources found offshore, and 44% specifically from deep water [1] - China's deep and ultra-deep oil and gas resources amount to 671 million tons, representing 34% of the country's total oil and gas resources, highlighting the potential for increased exploration and production [1] - Current domestic marine oil and gas production is only 18% of total output, indicating a significant gap compared to the global average of 30%, which underscores the strategic importance of enhancing deep-water exploration [1] - The complex deep-sea environment presents challenges for equipment and materials, creating opportunities for domestic technological advancements and high-performance materials [2] Industry Summary - The upcoming military parade on September 3rd, showcasing underwater combat capabilities, reflects the government's commitment to enhancing deep-sea operational capabilities [1] - The expectation of policy-driven growth in deep-sea oil and gas exploration is likely to benefit resource-related and equipment service companies [1] - The need for advanced materials due to the harsh conditions of the deep-sea environment is expected to accelerate the application of domestic technologies [2]