石油与天然气

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沙特Tadawul全股指数跌0.8%,沙特阿美领跌
Ge Long Hui A P P· 2025-08-03 12:36
格隆汇8月3日丨利雅得市场Tadawul全股指数跌0.8%,报10,833.10 点。这是自7月22日下跌1.3%以来的 最大跌幅。沙特阿美对指数下跌的拖累最大,跌幅为1.2%。沙特阿美基础油公司跌幅最大,下跌 10.0%。 ...
吨级无人飞行器首次完成海上平台物资运输
Xin Lang Cai Jing· 2025-08-02 23:41
今天(8月3日),记者从中国海油获悉,我国自主研发的吨级以上电动垂直起降航空器,首次实现远海 石油平台物资运输飞行,这一突破不仅创新了海上物资补给模式,更标志着我国在海陆低空物流场景应 用中迈出关键一步。我国自主研发的2吨级电动垂直起降航空器——"凯瑞鸥",装载新鲜水果和紧急药 品等物资,从深圳陆地起降点起飞。经过58分钟的跨海域飞行,降落在距离深圳海岸线150公里的海上 油气平台,成功完成了运输任务。(央视新闻) ...
“黑天鹅”来袭!全线下跌!
Zheng Quan Shi Bao· 2025-08-02 00:10
Core Viewpoint - The introduction of "reciprocal tariffs" by the U.S. has triggered global market turmoil, leading to declines in both U.S. and European stock markets [1][6]. Market Performance - U.S. stock indices closed lower, with the Dow Jones Industrial Average down 1.23% at 43,588.58, the S&P 500 down 1.60% at 6,238.01, and the Nasdaq down 2.24% at 20,650.13 [2][3]. - For the week, the Dow Jones fell 2.92%, the S&P 500 dropped 2.36%, and the Nasdaq decreased by 2.17% [2]. - European markets also experienced declines, with Germany's DAX down 2.66%, France's CAC40 down 2.91%, and the UK's FTSE 100 down 0.70% [2][3]. Economic Indicators - Recent data indicates a significant slowdown in the U.S. labor market, with non-farm payrolls adding only 73,000 jobs in July, below expectations, and the unemployment rate rising to 4.2% [6][7]. - Revisions to previous months' employment data showed a drastic reduction, with May's job additions revised down from 144,000 to 19,000 and June's from 147,000 to 14,000 [6]. - The labor market's rapid deterioration raises concerns about a potential recession, as indicated by the market's heightened risk aversion [6][7]. Tariff Developments - President Trump signed an executive order to increase tariffs on Canada from 25% to 35%, effective August 1, and indicated adjustments to "reciprocal tariffs" for other countries, with rates ranging from 10% to 41% [7][8]. - This move has intensified market fears and contributed to the overall decline in stock prices [6][7]. Oil Market Impact - International oil prices fell sharply, with U.S. crude down 2.89% to $67.26 per barrel and Brent crude down 3.00% to $69.55 per barrel [9][10]. - The decline in oil prices is attributed to disappointing U.S. employment data and ongoing production increases by OPEC+, which has raised concerns about a potential oversupply in the market [10]. Precious Metals and Bonds - On August 1, international precious metals futures saw gains, with COMEX gold futures rising 2.01% to $3,416.00 per ounce and silver futures up 1.07% to $37.11 per ounce [11]. - U.S. Treasury yields fell across the board, with the 2-year yield down 25.49 basis points to 3.698% and the 10-year yield down 14.62 basis points to 4.220% [11].
原油产量力扛跌价压力 埃克森美孚(XOM.US)Q2业绩超预期
智通财经网· 2025-08-01 11:59
Woods在记者会上表示,多方独立法律意见均确认其合同权利的明确性,但仲裁认为公司主张虽具商业 合理性,却基于狭义文本解释。他透露将完善未来合同条款以规避类似争议。 该公司二季度全球日均产量达460万桶油当量,较前一季度增加10万桶,创下埃克森与美孚合并25年来 的二季度最高纪录,其中二叠纪盆地日产量突破160万桶,刷新历史记录。公司透露,圭亚那第四艘浮 式生产储卸油装置"Yellowtail"将于下周投产。 首席执行官Darren Woods在电话会议上表示:"如果在当前价格环境下仍无法盈利并创造良好回报,说 明企业存在更根本的结构性问题。"他补充道,"我们在二叠纪盆地看到了持续增长机会,这与许多竞争 对手的判断不同"。 智通财经APP获悉,得益于二叠纪盆地和圭亚那油田的强劲产量抵消了原油价格下跌的影响,埃克森美 孚(XOM.US)公布了超预期的第二季度业绩。 另外,埃克森美孚表示,圭亚那和二叠纪盆地等重点项目的产量增长为上半年贡献了11亿美元收益,另 有11亿美元成本削减也提振了利润。但这些因素仅能抵消因大宗商品价格下跌和炼油利润率收窄导致的 43亿美元收益降幅的一半。 根据周五发布的声明,公司二季度营收 ...
为啥俄罗斯原油占比首超沙特!我国进口能源版图中东惊变值得吗
Sou Hu Cai Jing· 2025-08-01 11:53
Core Insights - The global competition for oil, particularly in the Middle East, is a significant aspect of international relations, with the U.S. historically seeking control over this resource-rich region to maintain its influence and pricing power [1] - China's energy strategy is evolving towards reducing dependence on Middle Eastern oil, focusing on domestic production and diversifying import sources [3][7] Group 1: Energy Production and Consumption - In 2024, China's oil production is projected to reach a historical high of 212 million tons, yet it still falls short of the annual demand of 756 million tons, leading to an import volume of 553 million tons and a dependency rate of 71.9% [3][11] - The share of Middle Eastern oil in China's imports has decreased to below 55%, with Russia emerging as a significant supplier, accounting for 15.5% of imports [9][7] Group 2: Transportation and Supply Chains - Since 2004, China's oil imports have surged nearly sixfold, with Middle Eastern oil supply now constituting 51% of total imports, while Russian oil supply has reached 15.5% [5][9] - The construction of land-based energy corridors, such as the China-Russia oil pipeline with an annual capacity of 30 million tons, is helping to mitigate reliance on maritime routes like the Malacca Strait [7][19] Group 3: Energy Security Measures - China has established a strategic oil reserve system capable of covering 100 days of net imports, alongside increasing domestic oil and gas production to enhance energy security [11][12] - The promotion of green energy solutions, including the rise of electric vehicles and solar energy, is expected to reduce reliance on traditional oil, with 30 million electric vehicles projected to replace approximately 28 million tons of gasoline by 2024 [12][14] Group 4: Financial and Geopolitical Dynamics - The use of the Chinese yuan in oil transactions is increasing, with 99.6% of Sino-Russian oil trade now settled in yuan, marking a shift away from the U.S. dollar's dominance in global oil markets [14][19] - The potential of African oil resources is being recognized, with Nigeria's refineries expected to start production by 2025, contributing to a growing share of West African oil in the global market [16][19] Group 5: Strategic Initiatives - China's energy strategy is characterized by a multi-faceted approach, including the "island-hopping" strategy and enhancing energy autonomy, which is reshaping the global energy landscape [18][19] - The expansion of energy supply chains, including new production bases in Europe and North America, is aimed at overcoming trade barriers imposed by Western nations [18][19]
南华期货:原油:8月OPEC+会议前瞻
Nan Hua Qi Huo· 2025-08-01 08:58
原油:8月OPEC+会议前瞻 2025年8月1日 南华研究院投资咨询业务资格:证监许可【2011】1290号 杨歆悦:投资咨询证号:Z0022518 核心观点: 8月3日的OPEC+会议备受市场关注,其决策将影响全球原油市场。近期OPEC+持续加快增产,8个核心成员国累 计增产占计划撤销减产的62%,预计9月完成减产撤销。会议将确定9月增产规模、探讨长期战略方向及处理违 规成员国问题。其决策可能加剧油价波动、激化市场份额竞争,并对下游产业产生连锁反应。 一、OPEC+近期增产态势剖析 自2025年4月起,OPEC+产量策略发生显著转向,从长期减产管控迈向产能释放阶段。沙特、俄罗斯等八个核 心成员国在5月、6月、7月每月分别增产41.1万桶/日,远超原计划的13.8万桶/日。7月5日,这八个主要成员 国线上会议决定,8月产量配额环比增加54.8万桶/日,进一步加快增产节奏。 沙特引领增产,背后有多重考量。夏季北半球原油需求旺盛,为OPEC+扩大市场份额提供契机,沙特期望借此 快速激活闲置产能,提升市场话语权。同时,部分成员国此前违反减产配额,如哈萨克斯坦产量高于目标, 引发其他严格履约国不满,加快增产可视为对这 ...
中证香港300上游指数报2749.08点,前十大权重包含中国石油股份等
Jin Rong Jie· 2025-08-01 08:45
从中证香港300上游指数持仓样本的行业来看,石油与天然气占比51.36%、煤炭占比15.88%、工业金属 占比15.22%、贵金属占比15.08%、油气开采与油田服务占比1.05%、稀有金属占比0.88%、其他有色金 属及合金占比0.51%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理,参照计算与维护细则处理。 本文源自:金融界 作者:行情君 数据统计显示,中证香港300上游指数近一个月上涨8.11%,近三个月上涨21.15%,年至今上涨 16.69%。 据了解,中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本,反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日, 以1000.0点为基点。 从指数持仓来看,中证香港300上游指数十大权重分别为:中国海洋石油(28.21%)、中国石油股份 (13.54%)、紫金矿业(10.5%)、中国神华(9.62%)、中国石 ...
A股盘前市场要闻速递(2025-08-01)
Jin Shi Shu Ju· 2025-08-01 01:53
Group 1: Government Policies and Initiatives - The State Council approved the "Artificial Intelligence +" action plan to promote large-scale commercialization of AI applications across various sectors, emphasizing innovation-driven applications and a supportive ecosystem for AI development [1] - The National Development and Reform Commission (NDRC) aims to eliminate "involution" competition and standardize local investment attraction behaviors to promote healthy and high-quality development of the private economy [2] - The National Financial Regulatory Administration issued guidelines to regulate "benefit insurance," emphasizing the need for fair pricing and adherence to insurance principles [3] Group 2: Corporate News and Financial Performance - Sinopec expects a significant decline in net profit for the first half of 2025, projecting a decrease of 39.5% to 43.7% year-on-year, with estimated net profit ranging from RMB 201 billion to RMB 216 billion [5][6] - South Road Machinery announced that if its stock price continues to rise, it may apply for a trading suspension due to significant market volatility and potential irrational speculation [3] - Tibet Tourism reported a cumulative stock price increase of 135.98% from July 21 to July 31, indicating a risk of a sharp decline if trading anomalies persist [4] Group 3: Innovations and Developments - HaiSiKe received FDA acceptance for its new drug HSK3486, a key step towards international market entry for its innovative anesthetic [9] - Huahai Pharmaceutical's dual-target antibody drug HB0043 received clinical trial approval, representing a breakthrough in treating autoimmune diseases [11] - The company YingweiKe has developed a complete liquid cooling technology and solution, aiming to expand its market presence in data centers and computing equipment [7]
世界500强出炉!沃尔玛蝉联第一,中国互联网巨头排名飙升
天天基金网· 2025-07-31 12:07
Core Insights - The 2025 Fortune Global 500 list reveals that the total revenue of the listed companies for 2024 is approximately $41.7 trillion, representing a year-on-year growth of about 1.8%, exceeding one-third of the global GDP [1] - The total net profit of these companies has increased by approximately 0.4% year-on-year, amounting to around $2.98 trillion [1] - Walmart continues to lead as the largest company globally with revenues of approximately $681 billion, marking its twelfth consecutive year at the top [1] Company Rankings - JD.com ranks 44th, up 3 places from last year, maintaining its position as the highest-ranked private company from mainland China [2] - Alibaba's ranking improved by 7 places to 63rd, while Tencent rose 25 places to 116th [2] - Pinduoduo saw the most significant increase, climbing 176 places to 266th, and Meituan moved up 57 places to 327th [2] Profitability Insights - Saudi Aramco remains the most profitable company globally with a profit of approximately $105 billion, despite a year-on-year decline of about 13% [2] - Alphabet, the parent company of Google, ranks second in profitability with a net profit of $100.1 billion, surpassing Apple, which ranks third with $93.7 billion [2] - Berkshire Hathaway and Microsoft follow, with profits of over $88.9 billion and $88.1 billion, respectively [2] - Nvidia's profit surged by approximately 145% to around $72.9 billion, marking its first entry into the top ten profitability rankings [2] - The Industrial and Commercial Bank of China ranks as the highest Chinese company in net profit, exceeding $50.8 billion and placing 10th globally [2]
中国海油原党组成员、副总经理袁光宇严重违纪违法被开除党籍
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-07-31 03:03
Core Viewpoint - The Central Commission for Discipline Inspection and the National Supervisory Commission have initiated an investigation into Yuan Guangyu, former member of the Party Leadership Group and Vice General Manager of China National Offshore Oil Corporation (CNOOC), for serious violations of discipline and law [1] Summary by Relevant Sections Investigation Findings - Yuan Guangyu has lost his ideals and beliefs, deviated from his original mission, and resisted organizational scrutiny [1] - He ignored the spirit of the Central Eight Regulations and accepted arrangements for golf activities that could influence the impartial execution of his duties [1] - He engaged in misconduct by seeking benefits for others in promotion matters and was involved in money and sex transactions [1] Violations and Consequences - Yuan Guangyu violated multiple disciplines including political, organizational, integrity, and lifestyle disciplines, constituting serious job-related violations and suspected bribery crimes [1] - His actions continued unabated after the 18th National Congress of the Communist Party, indicating a severe nature and negative impact [1] - The decision was made to expel him from the Party, cancel his benefits, confiscate his illegal gains, and transfer his suspected criminal activities to the prosecutorial authorities for legal review and prosecution [1]