2022 Interim Results Presentation August 2022 Table of Contents Financial Performance Operating Performance Natural Gas Distribution Business Oil and Gas Production Business Q&A Session 2 Key Performance Indicators +39% +78% +18% Revenue (HK$) 1H2022: 8,180 Million 1H2021: 6,952 Million Natural Gas Sales and Transmission Volume (Cubic Meters) 1H2022: 3,291 Million 1H2021: 2,928 Million Recurring Profit Attributable to Owners of the Company (HK$) 1H2022: 496 Million 1H2021: 357 Million Profit attributable to ...

转自：新华财经 中国石油董事长、党组书记戴厚良在报告中提出，2024年，我们用汗水浇灌收获，以实干笃定前行。我 们坚持稳中求进，各项工作成效显著，一批生产经营指标创历史新纪录，高质量发展再上新台阶，世界 一流企业建设迈出更加坚实的步伐，交出了一份亮丽答卷。 5月22日，中国石油天然气集团有限公司发布2024年度企业社会责任报告。这是中国石油连续第19年发 布社会责任报告。报告从可持续的能源供应、负责任的生产运营、重人本的员工发展、促民生的社会贡 献四个方面，展示中国石油在经济、环境、社会方面的年度履责业绩。 2025年是"十四五"规划收官之年，也是中国石油成立75周年，世界不确定不稳定因素依然很多，公司发 展面临新的机遇和挑战。我们将继续坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，服务和 融入新发展格局，深入贯彻国家能源安全新战略，推动各项主营业务高质量发展，为保障国家能源安 全、以中国式现代化全面推进强国建设和民族复兴伟业贡献力量。 本年度报告依据客观、规范、诚信、透明和实质性原则，按照国务院国有资产监督管理委员会《关于新 时代中央企业高标准履行社会责任的指导意见》相关要求、联合国《2030年可持续 ...

Core Insights - China National Offshore Oil Corporation (CNOOC) announced that the Bohai Oilfield aims to achieve an output of 40 million tons by 2025, making it the highest offshore production and largest oilfield in China [2] - The Bohai Oilfield has been in operation since 1965, with over 50 oil and gas fields and more than 200 production facilities, accumulating over 600 million tons of crude oil [2] - The oilfield has complex geological structures, making exploration and development challenging, but CNOOC has made significant technological advancements in exploration [2] - The Bohai Oilfield is a crucial growth driver for China's oil and gas reserves, with a record production of over 36 million tons in 2024, accounting for nearly one-sixth of the national crude oil output [2] - Key projects such as the Bohai Zhong 26-6 oilfield development and Luda 5-2 North oilfield phase II are expected to contribute to stable production growth [2][3] Industry Developments - The construction of the Kenli 10-2 oilfield group development project has made significant progress, with a central processing platform of approximately 20,000 tons completed and set to be operational within the year [3] - This new project is expected to inject new momentum into the Bohai Oilfield's goal of reaching 40 million tons of oil and gas output, enhancing energy supply capabilities for the Beijing-Tianjin-Hebei region and the Bohai Sea area [3]

浪潮奔涌，青年当先。在全球化纵深发展的今天，中国企业正以创新之姿跨越山海。他们不仅是经济合 作的践行者，更是文明互鉴的筑桥人。他们的故事，是青春与世界的对话，是责任与热忱的交响。 为此，本报特开设"扬帆'企'航"栏目，记录中国企业出海征程中的灼灼微光。我们期待您的线索：或许 是沙漠中建起医院时当地孩童的笑脸，或许是深海钻井平台上中外工程师击掌的瞬间，又或是文化交融 中一个打破偏见的温暖细节。 让我们共同编织这张连接中国与世界的叙事之网，让每一次开拓都被看见，让每一份善意都有回响。欢 迎通过邮箱chinayouthdaily@cyd.cn联系我们，让我们一起展现中国企业在全球发展中的创新实践，讲述 中国企业海外发展进程中的青年故事、中国故事、世界故事。 星辰大海，青年同行。期待您和"出海"企业的故事，成为世界时代潮声中的永恒坐标。 伊拉克米桑省东南部的平原上，曾经只有烈日与荒地。 1976年，地质人员在这片土地下发现了储量丰富的油气藏，后得名"哈法亚"。然而，由于开采难度大， 又缺乏技术和资金，油田长期处于基本未开发状态，日产原油不到一万桶，产量微乎其微。 2009年12月，在伊拉克第二轮石油合同招标中，中国石 ...

Financial Performance - The company's operating cash flow net increased by 339.97% year-on-year due to a rise in orders and prepayments [2][3] - In Q1 2025, net profit attributable to shareholders grew by 284.47%, primarily due to debt restructuring gains of CNY 78.49 million and a 65.72% reduction in credit impairment losses [4] Profitability Metrics - The overall gross margin reached 25.11% in 2024, an increase of 4.60 percentage points from the previous year, driven by a higher proportion of high-value-added business and effective cost control [3] - The gross margin for high-end equipment manufacturing increased by 5.64 percentage points, while the energy and energy services business saw a 3.18 percentage point increase in gross margin [3] Strategic Initiatives - The company is focusing on green energy projects, including hydrogen-based energy and advanced energy storage technologies, with significant projects underway [5] - A stock incentive plan was implemented to align the interests of the core team with the company's long-term development goals, enhancing motivation and collaboration [6] Market Expansion - The company is actively expanding its overseas oilfield operations, with exploration and production rights in Trinidad and Tobago covering 17,300 acres [6] - In 2023, the company signed contracts for a daily production of 3,000 tons (approximately 1 million tons annually) of ammonia compressor units, achieving international advanced performance standards [7] Investor Relations - The company emphasizes value management and investor communication, utilizing various platforms to maintain engagement and transparency with investors [6][7] - A new value management system has been established to enhance investor returns and maintain investor interests [6]

答：您好！公司拥有丰富的油气资源，通过已有区块勘探发现和竞标新区块持续提升资源量，形成有效接 替。公司温宿区块、哈萨克斯坦坚戈油田、岸边油田三个油田，经中哈两国主管部门批复及知名储量评估 机构落实的地质储量规模为约1.33亿吨，其中温北油田温7区块探明石油地质储量3,011万吨。柯柯牙油 田、红旗坡油田、赛克油田合计新申报探明石油地质储量1,323.42万吨，天然气探明储量14.02亿方；哈萨 克斯坦坚戈油田合计C1+C2地质储量为7,853.50万吨；岸边油田储量经评估约2,523.20万吨；伊拉克EBN区 块、伊拉克MF区块预测石油地质储量和资源量合计达18.08亿吨，预测溶解气储量合计达2,009亿立方米。 柯柯牙油田、红旗坡油田、赛克油田新申报储量及伊拉克两个区块预测储量和资源量均为2024年新增，感 谢您对公司的关注。 证券之星消息，2025年5月20日中曼石油（603619）发布公告称公司于2025年5月15日召开业绩说明会。 具体内容如下： 问：根据年报披露，公司2024年在国内温宿区块及海外伊拉克项目均取得勘探进展。能否具体说明当前已 探明油气储量的同比变化情况？ 问：今年国际油价下跌幅度很大 ...

Core Viewpoint - The development of carbon footprint accounting guidelines and practical manuals for upstream oil and gas products by Shengli Oilfield aims to standardize carbon footprint calculations and promote carbon emission reduction across the industry [1][2]. Group 1: Carbon Footprint Accounting - Shengli Oilfield has established comprehensive carbon footprint accounting for all 17 oil and gas development units, achieving full coverage in the domestic oil and gas industry [1]. - The carbon footprint of oil and gas products refers to the carbon emissions generated per ton of crude oil or per cubic meter of natural gas produced, encompassing emissions from exploration, extraction, transportation, and production services [1][2]. - The carbon footprint accounting process helps identify sources and total amounts of carbon emissions, enabling companies to find opportunities to reduce emissions during product design, production, and supply [1][2]. Group 2: Carbon Reduction Initiatives - Shengli Oilfield has set a "dual carbon" target and developed a comprehensive action plan with four work paths and 17 key measures to enhance carbon footprint management and reduce energy consumption [2]. - In 2023, Shengli Oilfield established the first energy and carbon emission control center in the domestic oil and gas industry, enabling online monitoring of energy use and carbon emissions across various operational systems [2]. - Key carbon emission sources identified include injection, oil extraction, and transportation, which account for 35.4%, 22.6%, and 8% of total emissions, respectively [2]. Group 3: Achievements in Carbon Reduction - Through technological advancements, Shengli Oilfield has reduced electricity consumption by 110 million kWh and natural gas consumption by 22 million cubic meters annually, achieving a total carbon reduction capacity of over 150,000 tons [3]. - Since 2022, Shengli Oilfield has established several industry demonstration projects, including the first million-ton CCUS demonstration base and the first "carbon neutral" crude oil storage facility in the country [3]. - During the 14th Five-Year Plan period, the total carbon emissions and intensity from Shengli Oilfield have continued to decrease, with a trend of increasing production without increasing carbon emissions [3].

雪佛龙(CVX.N)将于周一关闭利维坦气田平台进行计划中的维修工作。 ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, suggesting investment opportunities in key companies [3][5]. Core Insights - The EIA has continuously revised down its oil price forecasts for 2025 and 2026, now predicting an average of $66 and $59 per barrel respectively. The forecast for US natural gas prices is $4.1 and $4.8 per million British thermal units for the same years [6][7]. - Global oil demand growth is expected to remain stable, with IEA projecting increases of 740,000 and 760,000 barrels per day for 2025 and 2026 respectively. OPEC forecasts a demand increase of 1.3 million and 1.28 million barrels per day for the same years [10][11]. - On the supply side, OPEC is expected to contribute additional production, with EIA forecasting a global oil production increase of 1.38 million and 1.3 million barrels per day for 2025 and 2026 respectively [15][18]. Summary by Sections Upstream Sector - Brent crude oil futures closed at $65.41 per barrel, a 2.35% increase week-on-week. WTI futures rose by 2.41% to $62.49 per barrel [25]. - The US oil rig count decreased to 576, down by 2 from the previous week and down 28 year-on-year [38][41]. Refining Sector - The Singapore refining margin increased to $12.72 per barrel, while the US gasoline crack spread rose to $27.41 per barrel [6][19]. - The report anticipates improved refining profitability as oil prices adjust, with a gradual recovery expected as economic conditions improve [6][19]. Polyester Sector - PTA prices have risen, while PTA profitability has declined. The report notes that the overall performance of the polyester industry is average, with a potential improvement expected as new capacities come online [6][19]. Investment Recommendations - The report recommends focusing on high-quality refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong. It also suggests investing in companies with high dividend yields like China National Petroleum and CNOOC [21][22]. - For the downstream polyester sector, companies like Tongkun Co. and Wankai New Materials are highlighted as potential investment opportunities [21][22].

北达科他州监管机构预计油气作业商将在五月至八月期间停止钻机作业。 ...