Core Insights - The shale gas sector saw a rise of 1.09%, ranking 10th among concept sectors, with 24 stocks increasing in value, including Shandong Molong and *ST Xinchao hitting the daily limit [1] - Major gainers included New Jin Power, Tongyuan Petroleum, and Zhun Oil, with increases of 8.07%, 7.22%, and 6.22% respectively [1] - The sector experienced a net outflow of 371 million yuan in capital, with 18 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflows [2] Capital Flow Analysis - Leading stocks in terms of net capital inflow included China National Offshore Oil Corporation (CNOOC) with a net inflow of 102 million yuan, followed by Tongyuan Petroleum and Shandong Molong with 85 million yuan and 53 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 10.08% for Haimer Technology, 7.61% for CNOOC, and 6.85% for Shandong Molong [3] - The overall capital flow in the shale gas sector indicates a mixed sentiment, with significant inflows into certain stocks despite the overall outflow [2][3]

证券之星消息，7月30日油气开采板块较上一交易日上涨2.2%，*ST新潮领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。油气开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600777 | *ST新潮 | 4.38 | 5.04% | 67.12万 | | 2.85 Z | | 600759 | 洲际油气 | 2.46 | 1.65% | 238.61万 | | 5.871Z | | 600938 | 與澳圖+ | 26.49 | 1.42% | 50.96万 | | 13.45 Z | | 000968 | 蓝焰控股 | 7.22 | 0.98% | 19.26万 | | 1.39亿 | | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | | 游资净占比 散户净流入 (元) 散户净占比 | | | --- | --- | --- | --- | --- | - ...

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。 ...