海油发展（600968.SH）7月30日在投资者互动平台表示，海油发展将在后续参与运维阶段。具体经营 情况及重大事项请关注公司在指定信息披露媒体上披露的信息。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：垦利10-2油田本月投产，公司参与了该油田哪些工作？ ...

Core Viewpoint - The recent Federal Reserve meeting witnessed a dramatic split with two dissenting votes from Bowman and Waller, causing significant turmoil in global financial markets as they opposed the anticipated interest rate cuts [1] Group 1: Key Players and Their Positions - Bowman, representing the aggressive rate hike faction, advocates for an immediate 50 basis point increase to combat persistent inflation, particularly in housing and services, which have seen year-on-year increases exceeding 6% [2] - Waller, leading the hawkish faction, supports pausing rate hikes but insists on removing any language suggesting potential rate cuts, thereby shattering market expectations for easing [2] - Powell and the majority of committee members represent the status quo, opting for a compromise by pausing rate hikes while keeping the option open for future increases, hinting that rate cuts will depend on sustained declines in inflation [2] Group 2: Market Reactions - Following the dissenting votes, the US dollar index surged by 1.5%, reaching a three-month high, indicating that internal divisions within the Fed lead to a stronger dollar as a safe haven [3] - Gold prices plummeted by $40, falling below the $1900 mark, reflecting the market's reaction to heightened expectations of aggressive rate hikes [3] - The 2-year Treasury yield rose by 22 basis points, signaling that the bond market anticipates continued monetary tightening [4] Group 3: Investment Strategies and Signals - Investors are advised to closely monitor the "Bowman Indicator," specifically the US services CPI, as a reading above 5% for three consecutive months could trigger renewed fears of rate hikes [5] - Understanding Waller's rhetoric is crucial; phrases like "data-dependent" may indicate readiness for rate hikes, while "cautious approach" suggests no rate cuts are forthcoming [6] - A suggested investment strategy includes a portfolio allocation of 70% in cash, 15% in energy stocks, and 15% in volatility hedging tools to navigate the current market uncertainty [6] Group 4: Potential Risks and Future Outlook - The looming risk of a technical default arises if the debt ceiling is not resolved before October, compounded by Bowman and Waller's resistance to easing [6] - The commercial real estate sector faces significant challenges with record vacancy rates and high-interest rates potentially leading to loan defaults, which could trigger a regional banking crisis [6] - A sudden OPEC+ production cut could reignite inflation, bolstering support for the Bowman faction and forcing the Fed to make difficult decisions that could impact the stock market [6]

Core Viewpoint - International Shell Research Limited has applied for a patent for a fuel composition that includes a significant proportion of renewable components, indicating a shift towards more sustainable fuel solutions in the energy sector [1] Group 1: Patent Details - The patent application, titled "Fuel Composition," was published under CN120390788A and was filed on December 2023 [1] - The fuel composition consists of at least 30 volume% of renewable gasoline components derived from ethanol-to-gasoline processes, which must have a Research Octane Number (RON) of at least 80 [1] - It also includes at least 5 volume% of renewable alcohol components and 15 to 50 volume% of petroleum-derived gasoline components, achieving a RON of 95 or greater with at least 50 volume% of renewable components [1] Group 2: Environmental Impact - The proposed fuel composition allows for a higher bio-content in fuel formulations while maintaining high RON, improved distillation characteristics, and low particulate emissions [1]

金十数据7月30日讯，今日早间恒指跳空低开后一度跌逾300点，最低见25213.40点，随后震荡回升收复 失地，跌幅收窄至不足100点。恒生科技指数盘初一度跌逾2%。截至午间收盘，恒指收跌0.43%，报 25414.72点，科指收跌1.57%，报5556.04点，恒指大市成交额达142.24亿港元。盘面上，医药股延续强 势，石油股涨幅居前，汽车股、半导体板块承压明显，跌幅居前。个股方面，药明康德(02359.HK)收涨 2.24%，中国石油股份(00857.HK)收涨2.26%，理想汽车(02015.HK)收跌10.51%，宁德时代(03750.HK)收 跌6.75%，中芯国际(00981.HK)收跌3.94%。 港股午评：恒指跳空低开企稳 汽车股承压跌幅居前 ...

Core Viewpoint - The large-scale energy agreement between the U.S. and the EU is likely to face implementation challenges, potentially leading to future conflicts over tariffs and trade issues [1] Group 1: Agreement Details - The EU has agreed to purchase $750 billion worth of U.S. energy products by 2028 and invest $600 billion in the U.S. in exchange for a 15% tariff on EU goods, which is half of the previously threatened 30% [2] - The commitment to invest $600 billion is not legally binding for EU member states or companies, as it is merely an expression of interest [2][3] - The energy purchases are expected to occur in phases, with an annual target of $250 billion, covering the remainder of Trump's term [3] Group 2: Feasibility Concerns - Analysts warn that the scale of energy procurement outlined in the agreement is unrealistic due to market and political constraints [2] - To meet the annual procurement target of $250 billion, the EU would need to double its current energy purchases from the U.S., which were approximately $80 billion in 2024 [3] - Increasing U.S. oil exports to the EU is challenging due to stagnant production levels and declining refining capacity in Europe [4] Group 3: Strategic Implications - The EU's commitment to cease imports of Russian energy by 2028 creates a significant supply gap that the U.S. could potentially fill, indicating a mutual interest in expanding energy trade [5] - The agreement reflects a strategic alignment between U.S. and EU interests, despite the practical challenges of implementation [5]

央视网消息：面对持续暴雨天气，各能源企业迅速响应，积极采取措施应对，全力保障能源供应与民生安全。 中国石化北京石油迅速启动防汛应急预案，严格执行24小时值班带班制度。为助力应急救援，部分站点开辟"绿色加油通道"，确保应急救 援、抢险救灾、医疗救护等车辆优先通行、到站即加、即加即走，为救援行动提供高效保障。 连续暴雨导致陕京一线管道、二线管道多处受影响，国家管网集团北京管道公司组织各作业区对管线进行排查，组建抢险突击队加固管 道，对管道穿越河流、翻山等高后果区管段进行严密排查，确保管道安全平稳运行。 中国石油东北销售与中国石油河北销售、北京销售、昆仑物流火线联动，72小时内向北京、天津、河北洪涝地区输送成品油1.21万吨，全 力保障油品稳定供应。 ...

Core Viewpoint - Equinor ASA has initiated the third tranche of its share buy-back program, purchasing a total of 519,300 shares at an average price of NOK 258.9479 per share, with a total transaction value of NOK 134,471,659.82 [1][2]. Summary by Sections Buy-Back Program Details - The buy-back tranche was announced on July 23, 2025, and is set to last from July 24 to no later than October 27, 2025 [1]. - The total number of shares purchased during this period is 519,300, with an average price of NOK 258.9479 per share [1][2]. Transaction Overview - On July 24, 2025, Equinor purchased 259,300 shares at a daily weighted average price of NOK 258.5174, resulting in a transaction value of NOK 67,033,561.82 [2]. - On July 25, 2025, the company bought 260,000 shares at a daily weighted average price of NOK 259.3773, with a transaction value of NOK 67,438,098.00 [2]. - The total buy-backs under this tranche amount to 519,300 shares, with a cumulative transaction value of NOK 134,471,659.82 [2]. Ownership Post Transactions - Following these transactions, Equinor ASA now owns a total of 26,085,243 shares, which represents 1.02% of its share capital [2]. - Excluding shares under Equinor's share savings program, the company holds 16,896,488 shares, corresponding to 0.66% of the share capital [2]. Regulatory Compliance - The information disclosed is in accordance with the EU Market Abuse Regulation and the Norwegian Securities Trading Act [3].

Core Viewpoint - The launch of HiSimPro, a domestically developed integrated dynamic simulation software for oil and gas fields, marks a significant technological breakthrough in China's oil and gas industry, enhancing the resilience of the supply chain [2][3]. Group 1: Software Features and Capabilities - HiSimPro is a large-scale industrial software developed by China National Petroleum Corporation (CNPC) with complete independent intellectual property rights, featuring integrated dynamic simulation capabilities for oil and gas reservoir engineering, production engineering, and transportation engineering [2]. - The software includes five primary functional modules and 24 secondary functional modules, supporting simulations with grid scales in the millions and thousands of wells [2]. - HiSimPro provides full lifecycle support for oil and gas field development, from design to production optimization, and can simulate and optimize operations across underground, pipeline, and surface systems [3]. Group 2: Applications and Benefits - The software acts as a "digital brain" and "perspective eye" for oil fields, predicting oil-rich areas and optimizing water injection strategies, monitoring flow in pipelines, and preventing operational issues [3]. - HiSimPro is applicable to various types of reservoirs, including medium to high permeability, low permeability, ultra-low permeability, fractured, and shale oil and gas reservoirs, and has been implemented in over 300 oil and gas field blocks, including Daqing, Changqing, and Tarim [3]. Group 3: Future Development and Collaboration - CNPC aims to deepen the integration of technological and industrial innovation, establishing a tiered innovation system for industrial software development and application [4]. - The company emphasizes the importance of building an industrial software ecosystem, fostering collaboration among industry, academia, and research institutions, and enhancing talent development in the field [5]. - During the software launch event, CNPC initiated a collaborative initiative for the petroleum and petrochemical industrial software ecosystem and signed cooperation agreements with several universities and industry representatives [5].

微软暂停向俄罗斯石油公司Rosneft支持的印度炼油商提供服务。 ...

【导读】中国海油董孝利、赵怀岗，二人同日被查 石油反腐最新通报来了！ 近年来，中国海油旗下已有多名重要干部被查，如中国海油原党组成员、副总经理袁光宇，中国海油原副总经济师、人力资源部总经理、党组组织部部长 唐代治，中国海油原党组副书记、总经理李勇等。 今年3月，中国海油召开2025年党风廉政建设和反腐败工作会议。其中提到，将突出铲除腐败滋生的土壤和条件和强化风腐同查同治，由风查腐、由腐纠 风双向突破，深化受贿行贿一起查，常态化开展以案促改、以案促治。 此次赵怀岗系任上被查。 中国海油物装采购中心官微显示，6月26日，物装采购中心召开警示教育会暨学习教育专题党课，党委委员赵怀岗参加会议。 据悉，中海油物装采购中心成立于2021年11月，是中国海油采购供应链领域的专业化服务平台，肩负着为中国海油重点工程项目建设和日常生产经营提供 高质量、安全稳定物资装备保障的重要职责，主要业务包括供应链数字化转型、物资装备集中采购、专业化集中招标、拍卖等。 7月28日，中央纪委国家监委官网同时发布中海油两名干部被查的消息，分别是中国海洋石油集团有限公司原总经理助理、中海石油炼化有限责任公司原 党委书记、总经理董孝利，中海油物装采 ...