大型企业的税收 中石油、中石化、国家电网、工商银行等大型央企，每年都为国家财政贡献数以万亿计的税收。 这些数字不仅是单纯的财务数据，更代表了国企作为国家经济发展的"主力军"所承担的责任与使命。 国有企业的税收贡献远超其他企业类型，其重要性无可忽视。 在中国的税收体系中，国企为国家提供了强大的财力支持，助力国家在基础设施建设、民生保障和社会福利等多个领 域的投入。 税收是国家重要财政收入之一，它是国家实现公共服务的重要来源。 纳税是企业和个人的义务，尤其是国有企业，在经济中扮演着至关重要的角色，特别是在税收贡献方面。 作为国家经济的"支柱"，这些企业不仅在推动经济发展中发挥着核心作用，更承担着沉甸甸的社会责任。 其中有一个纳税大户，给国家上1.4万亿，相当于22个茅台，20个华为，这个企业究竟是谁呢？ 而这些企业背后的巨大资源和产业链，也使得它们在国家经济结构中占据举足轻重的位置。 无论是大型能源企业，还是交通、通信等领域的国企，它们的税收支撑着整个国家的财政平稳运行。 国企的税收贡献不仅仅是财力上的支持，它们还承担着推动社会和谐、促进就业和创新发展的任务。 从提供大量就业岗位，到为社会保障体系提供资金，国企的 ...

Core Insights - Berkshire Hathaway made significant adjustments to its bank stock holdings in the first quarter of 2025, while maintaining a stable position in Apple [1][2] - The company completely sold its 14.63 million shares of Citigroup and reduced its stake in Bank of America by over 7%, amounting to a reduction of 48.66 million shares [1] - Despite these reductions, Berkshire still holds over 631.5 million shares of Bank of America as of the end of the first quarter [1] - The company also fully divested its 40 million shares in fintech company NuHoldings and reduced its stake in First Capital Financial by approximately 4% [1] - On the other hand, Berkshire significantly increased its investment in Constellation Brands by 113.5%, acquiring 6.38 million shares, bringing the total to 12 million shares [1] - Additionally, the company added 760,000 shares of Occidental Petroleum and doubled its stake in PoolCorp by acquiring 860,000 shares [1] - Berkshire did not initiate any new positions in the first quarter [1] Investment Strategy - Berkshire's flagship holding, Apple, remained unchanged at 300 million shares, with a market value of $66.6 billion, representing about 25% of its total stock portfolio [1] - The company reduced its investment in Liberty Formula One by about half, down to 3.5 million shares [2] - Overall, Berkshire's investment activity in the first quarter was relatively cautious, with minimal stock trading changes [2] - The company currently holds cash and U.S. Treasury securities totaling $333 billion, indicating a strong preference for cash in the current market environment [2]

Group 1 - The United States and the UAE signed a commercial agreement worth over $200 billion, contributing to a total investment commitment exceeding $2 trillion from Trump's Middle East trip [1][2] - The new agreement enhances market access for U.S. exporters and strengthens economic and national security, significantly expanding U.S. domestic investment [1][3] - The agreement is based on a $1.4 trillion investment framework established by the UAE earlier this year, focusing on AI infrastructure, semiconductors, energy, quantum computing, biotechnology, and manufacturing [1][4] Group 2 - The AI data center, part of a planned 5GW AI park in Abu Dhabi, will be constructed by UAE tech company G42 and operated in collaboration with several U.S. firms [2][3] - The AI-related agreements are central to U.S.-UAE cooperation, enhancing the UAE's technological capabilities and establishing the largest AI data center park in the Middle East [2][3] - The U.S. Department of Commerce announced the establishment of a "U.S.-UAE AI Accelerated Partnership" framework to strengthen cooperation on critical technologies [1][3] Group 3 - The agreements cover various sectors including aviation, energy, AI, and public cloud services, similar to recent agreements with Saudi Arabia and Qatar [4][6] - Boeing and GE Aviation received a $14.5 billion order from Etihad Airways for 28 U.S.-made aircraft, creating 60,000 jobs in the U.S. [4] - Emirates Global Aluminum will invest $4 billion in an aluminum smelting project in Oklahoma, marking the first new aluminum smelting plant in the U.S. in 45 years, creating 1,000 jobs [4] Group 4 - ExxonMobil, Occidental Petroleum, and EOG Resources will collaborate with ADNOC on a $60 billion oil and gas production expansion project, creating hundreds of technical jobs [4] - Holtec International is partnering with IHC Industrial Holding Company to build SMR-300 small modular reactors, with a total investment commitment of $10 billion for the reactors and an additional $20 billion for the project [6] - Qualcomm is expanding its global innovation efforts through partnerships in Abu Dhabi, focusing on AI, data centers, and industrial IoT [6]

根据周四提交给美国证券交易委员会（SEC）的监管文件，"股神"巴菲特旗下伯克希尔哈撒韦一季度清 仓花旗银行（Citigroup），减持美国银行（Bank of America）和第一资本金融公司（Capital One Financial Corp.）的部分持股，主要持仓股依旧是苹果（Apple）、美国运通（American Express）、可 口可乐（Coca Cola）、美银、雪佛龙（Chevron）。 根据13F文件，伯克希尔出售了14,639,502股花旗集团股票；文件还显示，该公司出售了48,660,056股美 国银行股票，减持比例超过7%；截至3月31日，伯克希尔仍持有超过6.315亿股美国银行股票。伯克希 尔还减持了30万股第一资本金融公司股票，减持比例约为4%。 另外，伯克希尔在第一季度清仓了其持有的Nu Holdings股份，后者运营着巴西数字银行Nubank，清仓 规模为4000万股。伯克希尔将其在Liberty Formula One的投资削减了约一半，降至350万股。 目前，苹果公司仍是伯克希尔最大的单一持仓，持有3亿股，占其整个股票投资组合约25%。虽然伯克 希尔此前已大幅削减了苹 ...

Group 1 - The U.S. President Trump announced a $200 billion agreement in the UAE [1] - ExxonMobil, Occidental Petroleum, and EOG are forming partnerships with the UAE's Adnoc [1] - The expanded oil and gas production is valued at $60 billion [1] Group 2 - Qualcomm is partnering with Adio [1] - Holtec International and IHC are entering a partnership with a committed value of $10 billion to build the SMR-300 small modular reactor in Michigan, USA [1]

据路透计算，俄罗斯五月石油和天然气收入预计同比下降三分之一，降至0.52万亿卢布。 ...

Group 1 - The United States and Qatar signed multiple agreements worth over $243.5 billion, including a historic order for 210 Boeing aircraft [1][2] - Boeing received a significant boost in stock price following the announcement, with a peak increase of nearly 3% [1] - The agreements include military contracts, such as the purchase of MQ-9B armed drones valued at nearly $2 billion [2][4] Group 2 - McDermott established a partnership with Qatar Energy for key energy infrastructure projects, currently involving seven projects worth $8.5 billion [3] - RTX secured a $1 billion contract to provide anti-drone capabilities to Qatar [4] - General Atomics signed a nearly $2 billion agreement for the procurement of MQ-9B remote-controlled aircraft systems [4] Group 3 - A memorandum of understanding was signed to enhance security partnerships, covering potential investments exceeding $38 billion [5] - Saudi Aramco announced preliminary agreements with U.S. companies worth up to $90 billion, emphasizing efforts to strengthen energy cooperation and attract foreign investment [7][8] - The agreements with Saudi Aramco include collaborations with Nvidia for advanced industrial AI infrastructure and ExxonMobil for significant upgrades to the SAMREF refinery [7][8]

Core Viewpoint - The notification aims to strengthen the management of groundwater use in the oil and gas industry, ensuring sustainable utilization and protection of groundwater resources [1][2] Group 1: Management and Regulations - The notification emphasizes the "Four Waters and Four Determinations" principle, coordinating groundwater resource endowments with industrial structure layout [1] - It mandates the establishment of annual control targets for total groundwater extraction in oil and gas extraction areas, based on scientific assessments of water demand and regional groundwater carrying capacity [1][2] - Strict prohibitions are placed on the use of non-renewable groundwater for oil and gas extraction, with stringent approval and management for water extraction permits [1][2] Group 2: Implementation Requirements - Oil and gas development enterprises are required to create water-saving plans, install water-saving facilities, and adopt advanced water usage technologies to gradually reduce fresh water consumption [2] - Measures must be implemented to prevent adverse impacts on groundwater recharge and runoff, alongside pollution risk prevention strategies [2] - New or modified groundwater extraction projects must install online metering facilities that comply with national standards and ensure proper maintenance [2] Group 3: Government Responsibilities - Local governments are designated as the primary responsible entities for managing groundwater use in the oil and gas sector, tasked with enhancing organizational leadership and coordination [2] - The notification calls for the development of supporting systems and technical standards to promote key technological breakthroughs in groundwater protection and utilization [2] - The management of groundwater use in the oil and gas industry will be integrated into the provincial river and lake management assessment system to ensure effective implementation of protective measures [2]

加拿大新任总理定位能源超级大国 势将重启东西石油输送管道 金十数据5月14日讯，加拿大总理卡尼周二表示，愿意修改阻碍能源项目建设和自然资源利用的联邦法 规。卡尼重申，只要全国达成共识，将推动建设从西向东的原油输送管道，将加拿大定位为能源超级大 国，包括但不限于石油和天然气生产。卡尼作出能源承诺之际，加拿大资源丰富的阿尔伯塔省省长正考 虑明年就脱离加拿大举行公投。该省省长曾表示，她反对脱离联邦，但居民对前总理特鲁多领导下的联 邦环境政策感到愤怒和沮丧，环境政策阻碍了地区的经济前景。其中，该省的主要抱怨在于缺乏一条将 原油从加拿大西部运输到东部港口的跨国管道。TC Energy曾有建造计划，但由于政治上的反对，计划 最终被取消。 ...

截至2025年5月14日 13:31，国证石油天然气指数(399439)上涨0.75%，成分股中远海能(600026)上涨 4.16%，招商南油(601975)上涨3.25%，招商轮船(601872)上涨2.93%，兴通股份(603209)上涨2.78%，海 油发展(600968)上涨1.78%。 费率方面，油气ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 跟踪精度方面，截至2025年5月13日，油气ETF近半年跟踪误差为0.017%，在可比基金中跟踪精度最 高。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 油气ETF(159697)，场外联接A：019827；联接C：019828；联接I：022861。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 油气ETF(159697)上涨0.72%， 冲击3连涨。截至2025年5月13日，油气ETF近1周涨幅排名同类第一。 东海证券认为，贸易或将修复，利好石油需求修复： 预计油价二季度淡季价格触底后有望修复，利好 具有上游资源的标的。 ...