Core Insights - The successful completion of the world's first offshore oil platform material transport flight using a 2-ton eVTOL aircraft, the Kairuiou, marks a significant milestone for the company and the industry [1][3] - This breakthrough innovates the logistics model for offshore material supply and represents a key step in low-altitude logistics applications in China [3] Company Developments - The flight was a collaborative effort between Peak Flying, China National Offshore Oil Corporation (CNOOC), and CITIC Offshore Helicopter [1] - The Kairuiou transported fresh fruits and emergency medical supplies from a land takeoff point in Shenzhen to the Huizhou 19-3 platform, located 150 kilometers from the Shenzhen coastline, completing the journey in 58 minutes [1] Industry Impact - Traditionally, CNOOC relied on maritime transport for offshore oil platform material delivery, which took approximately 10 hours for a one-way trip, making it challenging to meet urgent supply needs [3] - The eVTOL aircraft offers significant advantages over traditional transport methods, including lower operational costs, faster response times, environmental benefits, comfort, and suitability for limited takeoff and landing spaces [3] - The trial flight established a closed-loop model of "research + operation + scenario" for low-altitude applications, enabling long-distance emergency material transport, offshore facility inspections, and responses to fishing vessel disturbances [3]

Core Insights - The report analyzes the market value strategy of central state-owned enterprises (SOEs) listed on A-shares for 2024, highlighting their strong performance in the capital market, with the Central Enterprise 100 Index outperforming the broader market by 28.13 percentage points since early 2021 [1][9][18] - The essence of market value management is to "create value and raise expectations," with a focus on value creation, shaping, and management, while the overall score for value creation remains below passing [1][10][26] - The report emphasizes the importance of expectation management, which includes expectation dissemination, stability, and release, with scores indicating areas of strength and improvement [1][11][26] Group 1: Overall Situation of Central SOEs - As of July 15, 2025, there are 1,553 central SOEs listed on A-shares, accounting for 28.66% of the total A-share market, with a total market value of 59.04 trillion, representing 55.34% of the A-share market [18] - The Central Enterprise 100 Index has shown a significant recovery, with a 4.72 percentage point increase since early 2021, indicating a shift from "value depression" to "value reconstruction" [9][18] - Despite improvements, the valuation of central SOEs remains low, with 261 companies trading below net asset value, highlighting a mismatch between market valuation and strategic value [18][22] Group 2: Value Management Analysis - Value creation for central SOEs is under pressure, with a score of 40.49, indicating insufficient cash generation capabilities as a key constraint [1][10] - Value shaping has improved, with a score of 43.31, primarily driven by external factors such as policy benefits and market preferences [1][10] - Active value management practices, including mergers, buybacks, and shareholding increases, have been noted, with a stronger linkage between equity incentives and market value management [1][10][11] Group 3: Expectation Management Analysis - Expectation dissemination has shown positive trends, with a score of 57.49, indicating a strong presence of institutional investors [1][11] - Expectation stability scored 79.68, suggesting a need for continued foundational work to maintain this stability [1][11] - Expectation release scored 39.83, slightly above the A-share average, with improvements in ROIC and net profit growth, although declining dividend yields have negatively impacted overall performance [1][11] Group 4: Recommendations for Market Value Management - The report suggests implementing strategies focused on "quality improvement, efficiency enhancement, and return maximization," alongside building organizational processes and quantifying market value management tools [2][5] - A ranking of value management, expectation management, and market value strategy effectiveness is provided to guide enterprises [2][5]

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones Industrial Average falling by 1.23%, the S&P 500 down by 1.60%, and the Nasdaq dropping by 2.24% on Friday [1] - European markets also faced losses, with Germany's DAX index down by 2.66%, France's CAC40 down by 2.91%, and the UK's FTSE 100 down by 0.70% [2][3] Economic Data - Recent U.S. labor market data indicates a slowdown, with non-farm payrolls adding only 73,000 jobs in July, below expectations, and the unemployment rate rising slightly to 4.2% [6] - Revisions to previous months' data showed a significant downward adjustment, with May's job additions revised from 144,000 to just 19,000, and June's from 147,000 to 14,000 [6] - The labor market's rapid deceleration raises concerns about a potential recession, as indicated by the weak employment figures [6] Federal Reserve Response - The disappointing labor market data has increased pressure on the Federal Reserve to consider interest rate cuts, especially among dissenting members of the FOMC [7] - Fed Chair Jerome Powell maintains that the labor market remains robust but acknowledges the need to monitor inflation risks, particularly in light of new tariffs imposed by President Trump [6][7] Tariff Developments - President Trump signed an executive order to raise tariffs on Canada from 25% to 35%, effective August 1, and introduced a new "reciprocal tariff" framework for several countries, with rates ranging from 10% to 41% [7][8] - This move has heightened market anxiety and contributed to the overall decline in stock prices [7] Commodity Market Impact - International oil prices fell sharply, with U.S. crude oil down by 2.89% to $67.26 per barrel and Brent crude down by 3.00% to $69.55 per barrel, driven by concerns over a potential recession and increased production from OPEC+ [9][10] - Precious metals saw gains, with COMEX gold futures rising by 2.01% to $3,416.00 per ounce and silver up by 1.07% to $37.11 per ounce [11]

8月1日，沪深两融数据显示，中曼石油获融资买入额0.18亿元，居两市第793位，当日融资偿还额0.43亿 元，净卖出2455.59万元。 最近三个交易日，30日-1日，中曼石油分别获融资买入0.55亿元、0.65亿元、0.18亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 来源：金融界 ...

Core Viewpoint - The successful operation of the CCUS-EOR system at Daqing Oilfield marks the establishment of China's first million-ton-level non-miscible drive CCUS full industry chain demonstration base, which is significant for the green and low-carbon transformation of the oil industry and contributes to achieving carbon neutrality goals [1] Group 1 - The CCUS project area began construction in July 2024 and was completed in just 113 days, featuring a liquid CO2 injection station with a daily injection capacity of 800 tons, 22 injection wells, and 38 production well systems [1] - By the time the collection and transportation system was put into operation, a total of 79,000 tons of CO2 had been injected [1] - The project team employed innovative methods such as "water-gas alternating + well insulation diffusion + single well dynamic control" to eliminate risks associated with low-temperature CO2, ensuring the successful production of 38 production wells [1] Group 2 - To address the challenge of high gas content in the produced liquid affecting the original collection and transportation system, researchers designed a two-stage separation process, enhancing the safety and stability of the collection system [1] - The operation of this system fills a gap in China's construction of million-ton-level non-miscible drive CCUS full industry chain, providing a replicable and scalable solution for the oil industry [1] - The project is expected to play a crucial role in promoting the realization of the "dual carbon" goals [1]

Group 1 - Trump signed an executive order imposing tariffs ranging from 10% to 41% on multiple countries, causing significant market reactions including a drop in US stock indices and a surge in gold prices [2] - US non-farm payroll data for July showed only 73,000 jobs added, far below expectations, leading to increased speculation of a Federal Reserve rate cut in September [2] - Wahaha's inheritance dispute saw Zong Fuli lose the first round in Hong Kong, with implications for her control over the company depending on a pending court decision in Hangzhou [2] Group 2 - The People's Bank of China announced a continuation of a moderately loose monetary policy, emphasizing support for the real economy and financial risk prevention [3] - Hong Kong's stablecoin licensing framework has been established, with major banks likely to apply for licenses, indicating a growing interest in the stablecoin market [3] - OPEC+ is expected to approve a new production increase plan, potentially adding 548,000 barrels per day, amid concerns over current oil prices [3] Group 3 - WuXi AppTec raised its share buyback price limit from 90.72 yuan to 114.15 yuan per share, leading to a significant rally in the innovative drug sector [4] - The stock ETF market in China experienced a net outflow of over 10 billion yuan, while Hong Kong stocks attracted inflows, indicating a shift in investor sentiment [5] - American Bitcoin Corp, backed by the Trump family, is set to go public through a reverse merger, having completed a $220 million private placement [5]

Group 1 - The number of oil rigs in the United States for the week ending August 1 is reported at 410, a decrease from the previous value of 415 [1]

Core Viewpoint - The total number of oil rigs in the United States decreased to 410 as of the week ending August 1, down from the previous count of 415 [1] Group 1 - The current oil rig count stands at 410 [1] - The previous week's oil rig count was 415 [1]

另一方面，广东造纸业发布首个反内卷倡议书，行业密集涨价潮来袭，纸业股逆势走强；反内卷驱动提 价预期升温，物流股全天表现活跃，汽车股、黄金股、半导体股部分上涨。(格隆汇) 盘面上，大型科技股涨跌各异，其中，百度、阿里巴巴涨1%，美团、小米勉强翻红，快手跌3.12%，腾 讯跌近3%，网易跌1.47%，京东小幅下跌；大金融股(银行、保险、券商)、中字头等权重多数表现低 迷；连续上涨的生物医药股全线下跌，创新药概念股跌幅明显，同源康医药-B跌超14%，绿叶制药、三 生制药、信达生物、恒瑞医药、药明康德皆下跌；石油股走低，Q2业绩承压，预计上半年纯利下滑最 多43.7%，中国石油化工大跌近6%。 港股三大指数午后持续走低，8月首日迎来开门黑行情！市场近日来连续回调市场情绪表现低迷，截止 收盘，恒生指数跌1.07%，国企指数跌0.88%，二者均录得4连跌，恒生科技指数跌1.02%更是录得7连跌 行情。 ...

近日，记者从信用中国官方网站获悉，中国石油天然气股份有限公司长庆油田分公司第五采油厂、第六采油厂违反了《中华人民共和国固体废物污染环境防 治法》第七十八条，榆林市生态环境局分别处以12万元罚款。 第六采油厂违法事实为武峁子采油作业区安平24油泥资源化筛选处理站、新39-28油泥减量化站作业产生的尾渣台账记录不规范:安平24站2024年10月23日至 2024年12月30日尾渣出库、转移台账未记录时间、种类、去向等信息;新39-28油泥减量化站2025年3月21日至2025年5月24日尾渣产生、出库台账以袋计量,未 记录重量、种类等信息。持续时间均不足3个月。 麻黄山南采油作业区H57S6油泥资源化筛选处理站从2025年3月22日运行至2025年6月17日停止运行,未建立尾渣产生和贮存环节台账,建立尾渣输出台账记录 不规范（台账部分时间记录错误,未记录种类、去向等信息）,时间不足3个月。 | 首页 | 信息公开 ｜ 信用动态 ｜ 政策法规 ｜ 信用査询 ｜ 信息公示 ｜ 信用应用 ｜ 信用服务 ｜ | 诚信文化 | | --- | --- | --- | | 双公示 | | 中国石油天然气股份有限公司长庆油田分 ...