Group 1 - The domestic fuel prices in China have remained unchanged for the third time this year, as announced by the National Development and Reform Commission (NDRC) [1] - As of July 28, the reference crude oil change rate was -0.57%, indicating a potential decrease of 25 yuan/ton for gasoline and diesel, which did not meet the necessary condition of a 50 yuan/ton adjustment [1][2] - The current pricing cycle has resulted in a pattern of "six increases, six decreases, and three suspensions" for fuel price adjustments in 2025 [1] Group 2 - The crude oil market lacks core driving factors, with prices fluctuating within a narrow range due to various previous developments, including OPEC+ production increases and trade negotiations [2] - As of July 29, WTI crude oil futures closed at $66.51 per barrel, while Brent crude oil futures remained unchanged at $69.09 per barrel [2] Group 3 - There is a significant probability of an increase in fuel prices in the next adjustment cycle, driven by potential supply risks from new U.S. sanctions on Russia and ongoing traditional fuel consumption in the U.S. [4] - Market sentiment is expected to improve due to positive expectations surrounding U.S.-China negotiations, which may support a stronger crude oil price in the short term [4] Group 4 - The next fuel price adjustment window is set to open at 24:00 on August 12, 2025, with an initial estimate indicating a potential increase of 55 yuan/ton based on current international oil price levels [6]

Group 1: Domestic Policy Developments - The State Council has initiated measures to gradually implement free preschool education, emphasizing its importance for long-term development and the well-being of families [10][11][12] - The 2025 World Artificial Intelligence Conference highlighted the rapid development of AI technologies and the need for policy support and talent cultivation to enhance product safety and reliability [12][13] - The People's Bank of China and other departments released guidelines to strengthen financial services for rural reforms, aiming to promote comprehensive rural revitalization [24][27] Group 2: International Policy Developments - The 25th China-EU Leaders' Meeting resulted in a joint declaration on climate change, showcasing the commitment to cooperation in addressing global challenges [18][19][20] - The upcoming third round of trade talks between China and the US is set to take place in Sweden, focusing on mutual economic concerns and cooperation [21][22][23] Group 3: Market Analysis - A-shares have shown a slight upward trend, with the CSI 500 and ChiNext indices rising by 3.28% and 2.76% respectively, influenced by positive economic growth and policy encouragement for long-term capital inflow [25][26] - The MSCI China A-share index increased by 2.07% during the last week of July, reflecting a stable market environment [25] - The premium index for AH shares has decreased to below 124 points, indicating a shift in market dynamics [25]

智通财经7月29日电，泰国石油(Thai Oil)股价大涨6.9%，创12周最大涨幅，其表现跑赢泰国SET指数。 ...

科威特石油部长：科威特支持稳定国际石油市场的努力。 ...

Group 1 - China National Offshore Oil Corporation (CNOOC) and its subsidiaries have obtained a patent for a method to assess the safety of multi-phase water-sealed oil caverns, with the patent number CN115329431B, applied for on August 2022 [1] - CNOOC was established in 1983, headquartered in Beijing, primarily engaged in oil and gas extraction, with a registered capital of 11,380 million RMB [1] - CNOOC has invested in 45 companies, participated in 5,000 bidding projects, holds 266 trademark registrations, 5,000 patents, and possesses 28 administrative licenses [1] Group 2 - CNOOC Refining & Chemical Company, established in 2005 and located in Beijing, focuses on oil, coal, and other fuel processing, with a registered capital of approximately 1,899.55 million RMB [1] - CNOOC Refining & Chemical has invested in 28 companies, participated in 4,056 bidding projects, holds 456 trademark registrations, 476 patents, and has 19 administrative licenses [1] Group 3 - CNOOC Petrochemical Engineering Company, founded in 2009 and based in Jinan, specializes in professional technical services, with a registered capital of approximately 635.19 million RMB [2] - CNOOC Petrochemical Engineering has invested in 3 companies, participated in 3,263 bidding projects, holds 376 patents, and has 9 administrative licenses [2]

本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 从国家发展改革委了解到，7月29日24时新一轮成品油调价窗口开启。据国家发展改革委价格监测中心监测， 本轮成品油调价周期内（7月15日—7月28日）国际油价震荡运行。 觉得好看，请点"在看" ⭐星标华尔街见闻，好内容不错过 ⭐ 按现行国内成品油价格机制测算， 调价金额每吨不足50元，本次汽、柴油价格不作调整，未调金额纳入下次 调价时累加或冲抵。 来源：央视财经 ...

Group 1 - The oil minister of Kuwait expresses an optimistic view on the fundamentals of the oil market [1] - OPEC+ efforts are aimed at ensuring energy security and market balance [1]

Group 1 - The core viewpoint of the articles highlights the impact of President Trump's decision to shorten the negotiation deadline for the Russia-Ukraine conflict to 10-12 days, which has intensified pressure on Russia and raised concerns about oil supply, leading to a significant increase in international oil prices [1][2][3] - On July 28, the closing price of West Texas Intermediate crude oil for September futures rose by $1.55 to $66.71 per barrel, an increase of 2.38%, while Brent crude oil for September futures increased by $1.60 to $70.04 per barrel, a rise of 2.34% [1][2] - The European Union has implemented new sanctions against Russia, including lowering the price cap on Russian oil, which will take effect in January next year, but Trump's hardening stance has led traders to anticipate a tightening of the European diesel market and increased risks of redirection of Russian oil exports [2][3] Group 2 - The concept of energy soft power is emphasized, where Trump's decision mirrors Saudi Arabia's approach in the Russia-Ukraine negotiations, using time pressure to create opportunities and transforming oil tariff threats (hard power) into negotiation leverage (soft power), which stimulates investor behavior and pushes oil prices higher [3] - The articles discuss the systemic balance of geopolitical dialectics, where the U.S. has reached a trade agreement with the EU to reduce global risks while simultaneously sanctioning Russia, reflecting a "unity of contradictions" approach to stabilize multi-polar negotiations [3] - OPEC and non-OPEC oil-producing countries reaffirmed their commitment to production policies and compensation reduction plans during a video conference, reinforcing the collaborative effect under rule constraints, aligning with the theory of "interwoven soft and hard power" [3]

Group 1 - China Petroleum & Chemical Corporation (Sinopec) has applied for a patent for a method of continuously preparing cycloolefin copolymers, with the patent number CN120383694A and application date January 2024 [1] - The patented method involves a two-step process: first, synthesizing norbornene from ethylene and dicyclopentadiene in a toluene solution under high temperature and pressure, followed by a copolymerization reaction with ethylene [1] - The method is noted for its economic advantages and operational convenience, as the norbornene toluene solution is easier to transport and separate due to the similar boiling points of norbornene and toluene [1] Group 2 - China Petroleum & Chemical Corporation was established in 2000, located in Beijing, primarily engaged in oil and gas extraction, with a registered capital of approximately 12.17 billion RMB [2] - Sinopec has invested in 263 companies, participated in 5000 bidding projects, and holds 5000 patent records [2] - Sinopec Shanghai Petrochemical Company, established in 1993 in Shanghai, focuses on oil, coal, and other fuel processing, with a registered capital of approximately 1.08 billion RMB [2] - Sinopec Shanghai has invested in 22 companies, participated in 5000 bidding projects, and holds 1295 patent records [2]

市场分析 育儿补贴落地。国内方面，国家育儿补贴制度实施方案正式公布，从2025年1月1日起，每孩每年发放育儿补贴3600 元，至其年满3周岁。对符合法律法规规定生育的3周岁以下婴幼儿，无论一孩、二孩、三孩，均可申领育儿补贴。 对2025年1月1日之前出生、不满3周岁的婴幼儿，按应补贴月数折算计发补贴。预计各地可以在8月下旬陆续开放 申领育儿补贴。国新办将于周三就育儿补贴制度及生育支持措施有关情况举行新闻发布会。中美两国经贸团队在 瑞典斯德哥尔摩举行中美经贸会谈。这是继瑞士日内瓦经贸会谈达成一系列重要共识、英国伦敦经贸会谈确立伦 敦框架后，中美双方再次就经贸问题举行面对面磋商，旨在将两国元首重要共识转化为具体政策和行动、落实日 内瓦经贸会谈共识和伦敦框架，推动中美经贸关系沿着正确轨道向前发展。海外方面，特朗普表示，他可能会对 未与美国单独谈判贸易协议的国家的进口商品征收15%至20%的统一关税。 沪指收红。现货市场，A股三大指数震荡收红，上证指数涨0.12%收于3597.94点，创业板指涨0.96%。行业方面， 板块指数涨跌互现，国防军工、非银金融、医药生物行业领涨，煤炭、钢铁、交通运输、石油石化行业跌幅居前。 ...