Group 1 - The core viewpoint emphasizes the implementation of the Central Eight Regulations by the Jilin Oilfield Geophysical Exploration Research Institute, leading to improved efficiency and tangible technological achievements, with a 15% year-on-year increase in technical breakthroughs from March to mid-August [1] - The institute has streamlined processes to reduce burdens on research and accelerate progress, consolidating various meetings to allow researchers more time to focus on technology, resulting in over 10% improvement in imaging accuracy for surface change areas [1] - The leadership has engaged directly with over 40 researchers to gather feedback, resulting in 37 suggestions that informed the development of special reward guidelines, incorporating patent and core technology achievement benefits into performance evaluations [1] Group 2 - The institute has strengthened cross-departmental collaboration by forming a "Research Attack Party," effectively coordinating geological, geophysical, and engineering personnel in the Sichuan South natural gas exploration, leading to efficient target adjustments and well position selections [2] - The research on the fracture prediction technology of the limestone reservoir in the Xinglongchang area has made progress, identifying two optimal well targets, showcasing the strong collaborative efforts of the team [2] - The institute maintains a focus on practical outcomes, ensuring that a strong work ethic serves as a powerful accelerator for high-quality development in oil and gas exploration [2]

Core Insights - The establishment of the Dongying City Oil and Gas Production Big Data Analysis Key Laboratory marks significant progress in the field of new technology research for oil and gas production by the Shengli Oilfield Digital Management Service Center [1][2] - The laboratory aims to drive innovation through data and empower production, focusing on the entire process management of oil and gas production to support high-quality development [1] Group 1 - The laboratory has completed hardware configuration, team formation, and institutional construction, receiving recognition from experts during the on-site evaluation organized by the Dongying Science and Technology Bureau [1] - Future plans include leveraging the oilfield data lake, high-performance computing resources, and the "Sheng Xiaoli" model to participate in national major special project research [1][2] - The laboratory will establish a tripartite linkage mechanism for project application and establishment among the national level, Sinopec, and Shengli Oilfield to promote the autonomy of core technologies [1] Group 2 - The laboratory will optimize production processes using IoT and AI technologies, aiming for cost reduction, efficiency improvement, and safety control [2] - It will create a new technology research and incubation system for oil and gas production big data, covering the entire lifecycle of data collection, storage, analysis, and application [2] - The laboratory plans to provide customized solutions for the frontline of oilfields through the integration of production, education, research, and application, supporting the intelligent development of the oil and gas exploration and development industry [2]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) reported a decline in revenue and profits for the first half of 2025, attributed to fluctuating international oil prices and a focus on high-quality development and technological innovation [8][9]. Financial Performance - Revenue for the first half of 2025 was RMB 207.608 billion, a decrease of 8% compared to RMB 226.770 billion in the same period last year [6]. - Total profit was RMB 94.659 billion, down 11% from RMB 105.776 billion year-on-year [6]. - Net profit attributable to shareholders was RMB 69.533 billion, a 13% decline from RMB 79.731 billion [6]. - The company declared an interim dividend of HKD 0.73 per share for 2025 [2]. Production and Operations - CNOOC achieved a net production of 384.6 million barrels of oil equivalent in the first half of 2025, an increase of 6.1% year-on-year [11]. - Domestic production contributed 69.3% of the total net production, with significant contributions from projects like "Deep Sea No. 1" [8][11]. - The company made five new discoveries in Chinese waters and signed contracts for oil exploration in Iraq and Kazakhstan [9][10]. Technological Innovation - CNOOC enhanced its research capabilities in oil and gas exploration, achieving a historical low natural decline rate of 9.5% through advanced technologies [13]. - The company is focusing on digital transformation and has implemented AI technologies for efficient operations and emergency responses [13]. Environmental Initiatives - CNOOC is committed to green development, achieving significant energy savings and carbon reduction through various projects, including the first "zero flaring" oil platform in China [13][14]. - The company has also initiated a CCUS project to promote carbon capture and utilization [14]. Community Engagement - CNOOC invested RMB 70.55 million in rural revitalization projects across several provinces, focusing on agricultural development and improving living conditions [15].

Company Summary - Beiken Energy (SZ 002828) announced its sixth board meeting on August 26, 2025, to review the 2025 semi-annual report and related documents [1] - For the first half of 2025, Beiken Energy's revenue composition was 99.63% from oil and gas exploration and development, with other businesses contributing 0.37% [1] Industry Insights - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

Core Insights - China Petroleum & Chemical Corporation (Sinopec) reported a stock price of 5.82 yuan on August 26, down 0.34% from the previous trading day, with a trading volume of 897 million yuan and a market capitalization of 705.647 billion yuan [1] - Sinopec is a major energy and chemical enterprise in China, involved in oil and gas exploration, refining, and sales, and is one of the largest suppliers of refined oil and petrochemical products in the country [1] - The Fuling shale gas field operated by Sinopec has surpassed 1,000 production wells, achieving a summer daily output of 19.1 million cubic meters, contributing over 70 billion cubic meters of gas, and serving as a key gas source for the national pipeline [1] - Sinopec has signed a contract with a Saudi company for the development of a green hydrogen/green ammonia project, which is expected to become the largest integrated production complex for green hydrogen and ammonia globally [1] - On August 26, there was a net outflow of 135 million yuan in main funds for Sinopec, with a cumulative net outflow of 212 million yuan over the past five trading days [1]

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▲"璇玑"系统在乌干达进行作业 "云上千·百万"！中国海油"璇玑"实现超远程 油田钻探技术新突破 8月14日，中国海油"璇玑"地质循轨旋转导向钻探系统（以下简称"'璇玑'系统"）搭建的"井—地—基"全 链路高速通讯通道累计传输曲线超过50万条，总数据量突破500G，相当于1000口井的总数据量，或一 口100万米井的全部数据，实现了我国油气定向钻探技术的"云上千·百万"里程碑式跨越。 "璇玑"系统是我国油气勘探开发领域的一项革命性、颠覆性技术突破，可在钻探过程中"瞄着深层靶点 去""沿着储层边界钻"，是地质勘探和油气开发必备的"深地制导"革命性技术，代表着当今世界钻井技 术发展的最高水平。 "璇玑"系统通过数字化技术构建了"井场端—云端—应用端"的实时数据传输链路，实现"深地数据云上 传播"的高速通讯能力。在本次实现"云上千·百万"里程碑的作业中，"璇玑"技术团队创新采用流体压力 波传输技术，实现地层信息在湍流流体、单芯电缆、大气环境等多介质中高效稳定传输，首次搭建 起"中国—乌干达"超9000公里的"井—地—基"全链路高速通讯通道，成功超远程命中深地靶点，大幅提 升了海外复杂井况钻探作业整体稳定性。 ▲中国 ...