Market Overview - The market experienced mixed performance with the Shanghai Composite Index reaching a new high for the year, while the Shenzhen Component and ChiNext indices declined [1][2] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component fell by 0.77% to 11203.03, and the ChiNext Index dropped 1.62% to 2367.68 [2] - Total trading volume in the Shanghai and Shenzhen markets was 1.84 trillion, an increase of 41.1 billion compared to the previous trading day [1][6] Sector Performance - Sectors that performed well included film and television, oil and gas, infant and child products, and food, while sectors such as stablecoins, solid-state batteries, software development, and rare earth permanent magnets saw declines [3][4] - Notable stock movements included a significant rise in film stocks, with Happiness Blue Sea achieving a 20% limit-up, and potential gains in oil and gas stocks, with potential gains exceeding 10% for certain companies [2][3] Market Sentiment - The overall market sentiment was characterized by a higher number of declining stocks, with over 3500 stocks falling, while only 1713 stocks rose [5] - The limit-up performance rate was recorded at 72%, indicating a strong interest in certain stocks despite the overall market decline [7]

Core Insights - The marine economy concept has gained momentum, with significant stock price increases for companies like Qianeng Hengxin (up approximately 15%), Zhongshui Fishery (limit up), and Shenwater Haina (up over 6%) [1] - The Chinese government has emphasized the importance of deep-sea technology in its upcoming policies, indicating a strategic focus on deep-sea resource development and security [1] - The global oil and gas resources are predominantly located in marine environments, with over 70% of these resources found offshore, and 44% specifically from deep water [1] - China's deep and ultra-deep oil and gas resources amount to 671 million tons, representing 34% of the country's total oil and gas resources, highlighting the potential for increased exploration and production [1] - Current domestic marine oil and gas production is only 18% of total output, indicating a significant gap compared to the global average of 30%, which underscores the strategic importance of enhancing deep-water exploration [1] - The complex deep-sea environment presents challenges for equipment and materials, creating opportunities for domestic technological advancements and high-performance materials [2] Industry Summary - The upcoming military parade on September 3rd, showcasing underwater combat capabilities, reflects the government's commitment to enhancing deep-sea operational capabilities [1] - The expectation of policy-driven growth in deep-sea oil and gas exploration is likely to benefit resource-related and equipment service companies [1] - The need for advanced materials due to the harsh conditions of the deep-sea environment is expected to accelerate the application of domestic technologies [2]

Group 1 - The oil and gas resource ETF (563150) led the gains with an increase of 3.25% [1] - The petrochemical ETF (159731) rose by 2.07% [1] - The chemical industry ETF (516570) saw an increase of 1.66% [1] Group 2 - The Hong Kong automotive ETF (520600) experienced the largest decline, falling by 3.86% [1] - The Hong Kong automotive ETF fund (159237) decreased by 3.85% [1] - The Hong Kong Stock Connect automotive ETF (159323) dropped by 3.73% [1]

Group 1 - Oil and gas stocks experienced a rally in the afternoon, with potential gains observed in several companies [1] - Potential Energy surged over 16%, while New Jin Power, Keli Co., Tongyuan Petroleum, Shengtong Energy, and Shandong Molong all increased by over 5% [1]

Group 1: Gold Market - Spot gold has recently surpassed $3330.00 per ounce, currently trading at $3330.84, with a daily increase of 0.14% [1] - COMEX gold futures are reported at $3385.6 per ounce, reflecting a daily rise of 0.13% [3] - Shanghai gold futures have increased by 0.45%, currently priced at 774.00 [5] Group 2: U.S. Stock Market - The three major U.S. stock indices closed lower, with the Dow Jones down 0.46% at 44632.99 points, S&P 500 down 0.30% at 6370.86 points, and Nasdaq down 0.38% at 21098.29 points [9] - Notable declines were observed in popular tech stocks, including Meta down over 2%, Intel, Apple, and Tesla down over 1%, while AMD rose over 2% [9][10] - The Nasdaq China Golden Dragon Index fell by 1.35%, with most Chinese concept stocks declining, including Li Auto down over 6% and Baidu and JD down about 3% [13] Group 3: Federal Reserve Meeting - The Federal Reserve's July meeting is anticipated to maintain interest rates unchanged, with a 97.9% probability of no change and a 2.1% chance of a 25 basis point cut [17] - Market focus is on potential signals regarding a rate cut in September, with a 63.2% probability of a 25 basis point cut [17] - Federal Reserve Chairman Jerome Powell may provide insights on the possibility of a rate cut during the post-decision press conference [18] Group 4: Economic Outlook - Analysts suggest that the global market's risk appetite is on the rise, with U.S. employment and consumption remaining robust [14] - Fidelity International predicts gold prices could reach $4000 per ounce by the end of next year due to expected rate cuts and increased central bank gold holdings [15] - Citigroup forecasts that gold prices may have peaked and could fall below $3000 next year [15]

本文源自：金融界 7月30日，中国石油股份(00857)盘中上涨2.12%，截至10:41，报7.69元/股，成交4.18亿元。 中国石油天然气股份有限公司是中国最大的油气生产和销售商，主要从事原油和天然气的勘探、开发、 生产、输送及销售，并涉足新能源、炼油及化工产品的生产与销售。公司还在全球范围内进行天然气输 送、销售及非油品贸易，拥有A股、H股及美国存托股的上市地位。 截至2025年一季报，中国石油股份营业总收入7531.08亿元、净利润468.09亿元。 作者：行情君 ...

Core Viewpoint - The "Downhole Soluble Tool Evaluation System" developed by Zhongyuan Oilfield has been officially put into operation, achieving the highest industry standards in temperature, pressure, and intelligent detection capabilities, thus filling a gap in the performance evaluation of unconventional oil and gas development tools in China [1] Group 1: Technology Development - The new evaluation system can accurately simulate the real working conditions of soluble tools in a 220°C and 140MPa geological environment, ensuring the reliability and safety of downhole tool quality evaluation [1] - The development of this system took three years of technical research and development by Zhongyuan Oilfield [1] Group 2: Industry Application - The system has been successfully applied in high-difficulty wells such as the Tiebai 1 side HF well in the Puguang gas field and the Pulu 701 HF well, ensuring construction safety [1] - Soluble bridge plugs and other tools are critical technologies in large-scale volume fracturing operations in shale oil and gas and tight oil reservoirs [1]

据悉，国家级技能大师工作室建设期为2年，其间将获得重庆市专项补助资金支持。 中化新网讯 日前，中国石油西南油气田公司重庆气矿刘辉采气工国家级技能大师工作室入选2025年度 国家级(筹建)技能大师工作室名单，成为重庆市仅有的3个国家级筹建技能大师工作室之一。 作为聚焦采气行业高技能人才培养的专业平台，刘辉工作室自筹备以来，始终以"传承精湛技艺、攻克 技术难题、培育行业尖兵"为目标，依托重庆气矿产业优势与技术积累，在采气工艺优化、设备运维创 新、技能人才梯队建设等方面积累了丰富经验，为企业高质量发展提供了坚实的技能人才支撑。 ...

当地时间周二，美股市场生出一丝"寒意"，三大指数集体收跌。截至收盘，道指跌0.46%，报44632.99点；纳指跌 0.38%，报21098.29点；标普500指数跌0.30%，报6370.86点。美联储即将结束为期2天的议息会议，据CME"美联储观 察"，美联储7月维持利率不变的概率为97.4%，降息25个基点的概率为2.6%。 个股方面，"网红"减重药司美格鲁肽制造商诺和诺德29日股价暴跌超21%。消息面上，由于减重"招牌"销售失速，且 在海外市场渗透率低于目标，公司将营业利润增长预期从之前的16%—24%下调至10%—16%。而这已经是诺和诺德今 年第二次下调业绩预期。 国际局势方面，据新华社消息，美国总统特朗普29日称，他把俄罗斯与乌克兰达成和平协议的最后期限设定为10天， 从当天开始计算。如果俄方没有就此取得进展，将面临美国新的制裁。 美股三大指数集体收跌 当地时间7月29日，美股三大指数集体收跌。截至收盘，道指跌204.57点，跌幅0.46%，报44632.99点；纳指跌80.29 点，跌幅0.38%，报21098.29点；标普500指数跌18.91点，跌幅0.30%，报6370.86点。 热门科 ...

Group 1 - China Chang'an Automobile Group officially registered on July 27, 2025, with a registered capital of 20 billion yuan, becoming a new state-owned enterprise in the automotive sector [2] - Apple announced the closure of its first direct store in China, located in Dalian, effective August 9, due to the departure of multiple retailers from the shopping center [3] - The Fuman oil and gas field in the Taklamakan Desert achieved a daily production of over 10,000 tons, marking a new phase in deep oil and gas extraction in China [4] Group 2 - The latest round of fuel price adjustments in China has been suspended, with no changes to gasoline and diesel prices due to insufficient price fluctuation [5] - Douyin is integrating its instant retail business by merging Douyin Supermarket into Hourly Delivery to enhance operational efficiency [6] - UBTECH Robotics completed a share placement raising approximately 3.15 billion USD, setting a record for the largest share placement in the humanoid robot sector [6] Group 3 - Insta360 announced its entry into the drone market, planning to launch the world's first panoramic drone, driven by unmet customer demand [6] - Tesla's Shanghai energy factory produced its 1,000th Megapack energy storage system in less than six months, which will be shipped to Europe [7] - Xiaomi ranked 297th in the 2025 Fortune Global 500, achieving its largest increase of 100 places since its debut on the list [7] Group 4 - WeRide's Robotaxi received the first autonomous driving license in Saudi Arabia, making it the only tech company with autonomous driving licenses in six countries [8] - Nissan is considering shutting down two factories in Mexico as part of its global restructuring efforts due to declining sales [8] - The cumulative registration of eco-friendly vehicles in South Korea has surpassed 3 million, driven by the demand for hybrid and electric vehicles [10] Group 5 - Thailand's Gulf Energy Development plans to invest 20 billion USD to build a liquefied natural gas receiving terminal by 2029 to address declining domestic gas supplies [11] - Tesla co-founder expressed disappointment over Elon Musk's decision to cancel the affordable electric vehicle project, emphasizing the need for such vehicles in the market [12]