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。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。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 从指数持仓来看，中证香港300资源指数十大权重分别为：中国海洋石油（28.08%）、中国石油股份 （13.56%）、紫金矿业（10.98%）、中国神华（9.65%）、中国石油化工股份（9.33%）、中国宏桥 （4.87%）、中煤能源（3.43%）、洛阳钼业（3.06%）、招金矿业（2.89%）、兖矿能源（2.47%）。 从中证香港300资源指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300资源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16.03%、贵金属占 比15.66%、工业金属占比15.53%、稀有金属占比0.91%、其他有色金属及合金占比0.52%。 金融界7月31日消息，上证指数低开低走， ...

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]

Group 1 - The Federal Reserve maintained the benchmark interest rate at 4.25%-4.5%, with dissenting votes from two board members, marking the first time since late 1993 that multiple members opposed a rate decision [2] - The A-share market is showing signs of a "bull market," with a significant increase in reports and conference calls related to this theme, indicating a growing bullish sentiment among analysts [2] - Hehua Co. announced a potential change in control due to a share transfer by its major shareholder, leading to a temporary suspension of its stock trading [2] Group 2 - Multiple listed companies released positive announcements, including China Yangtze Power's plan to invest approximately 26.6 billion yuan in a shipping capacity expansion project [3] - Aikang Group is suing a woman over allegations related to a health check, asserting that the claims are defamatory and harmful to the company's reputation [3] - The National Development and Reform Commission is seeking public input on new regulations for government investment funds, focusing on technological innovation and self-reliance [3] Group 3 - The film "Nanjing Photography Studio" has significantly boosted the stock prices of related film and television companies, with several stocks experiencing substantial gains [4] - Seven concept stocks have received favorable ratings from at least five institutions, with projected earnings growth for companies like Light Media and Wanda Film reaching up to 693.35% and 219.65% respectively by 2025 [4] Group 4 - Gold prices have experienced significant volatility, influenced by the Federal Reserve's interest rate decisions and trade tensions, with a recent drop to a low of $3,300 per ounce [5] - President Trump's pressure on Russia regarding the Ukraine conflict has led to a rise in oil prices, with a 3.75% increase in light crude oil futures following the announcement of potential tariffs [5] - The recent rise in stock market indices has contributed to an increase in bank wealth management product yields, with some products exceeding 6% annualized returns [5]

截至债转股协议日期，该公司欠债权人的应付债务总计为4,087,015港元，此应付债务将由是次发行 8,174,030股股份结算。 阳光油砂(02012)公布，于2025年7月30日，公司与债权人订立债转股协议。据此，该公司将向债权人配 发及发行相关股份以债转股，以此作为债权人债务的全数及最终结算。发行价为0.50港元，较2025年7 月30日收市价0.48港元溢价约4.17%。 ...

Group 1 - The core point of the article is that the Kenli 10-2 oilfield is set to commence production this month, and the company will participate in the operation and maintenance phase of the oilfield [2][3] - The company has indicated that specific operational details and significant matters will be disclosed through designated information disclosure media [2]

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。 ...