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 ...

每经记者｜曾子建 每经编辑｜肖芮冬 8月1日早盘，港股市场低开后窄幅震荡。截至发稿时，恒生指数报24812点，上涨0.16%；恒生科技指数报5474点，上涨0.39%。 焦点个股方面，大悦城地产宣布提出私有化建议，拟以协议安排的方式回购股份，并向香港联合交易所有限公司申请撤销上市地位。根据公告：假设大悦城 地产的已发行股本并无变动，大悦城地产的47.29亿股计划股份将被注销。作为对价，原持有计划股份的大悦城地产股东有权就注销的每股计划股份自大悦 城地产收取0.62港元现金，合计金额约为29.32亿港元。受私有化消息刺激，大悦城地产今日早间股价涨超40%。大悦城地产是A股上市公司大悦城控股的并 表子公司，业务主要包括投资物业、物业开发、酒店经营、管理输出及其他服务四大板块。 其他方面，科网股涨跌不一，阿里巴巴、快手涨超1%，网易跌超1%；AI概念股部分上涨，美图公司涨超3%；石油股集体走弱，中石化跌超2%；蔚来涨超 8%。 跨境ETF方面，恒生消费ETF涨超5%，恒生医疗ETF嘉实、港股医疗ETF、教育ETF、恒生创新药ETF等涨超1.5%。此外，美国50ETF、纳指ETF易方达、法 国CAC40ETF、日经2 ...

7月22日，中国海洋石油集团有限公司发布消息，位于我国渤海的亿吨级油田——垦利10-2油田群开发项目（一期）顺利投产，标志着我国海上最大规 模浅层岩性油田正式进入生产阶段，对保障国家能源安全具有重要意义。 据悉，垦利10-2油田位于渤海南部海域，距离天津市约245千米，区域平均水深约20米，探明地质储量超过1亿吨，是渤海湾盆地凹陷带浅层发现的首个 亿吨级岩性油田。作为我国海上首次开发的枝蔓状稠油油藏，垦利10-2油田的储量分布具有"散、窄、薄、杂"的特点，开采难度大。为此，项目创新采用 了"常规注水+蒸汽吞吐+蒸汽驱"的联合开发方式。中心处理平台配套设计常规冷采和稠油热采两套生产系统，搭载关键设备240余套，是目前渤海区域工艺 流程最复杂的生产平台之一，也是渤海南部海域首座规模化稠油热采平台。 垦利10-2油田。中海油供图 ...

2024年11月，70188钻井队平台经理刘尚治和副经理刘明生联手研制起放架大绳安装拆卸辅助装置。他 们经过深入分析起放井架大绳的安装、拆卸流程，反复修改设计图，于今年4月制作出起放井架大绳安 装拆卸辅助装置。该装置用高强度钢材制作成主体框架，配装滑轮和固定装置。滑轮具有导向作用，可 以控制起放井架大绳的移动方向，固定装置则能确保在操作过程中装置的稳定性。 该装置在70809钻井队试用效果非常好，只需1名员工配合吊车司机就能轻松完成起放井架大绳的安装和 拆卸工作，仅用时5分钟，此外，该装置制作成本仅1000元。刘尚治介绍说："今后，钻井起放井架再也 不需要依靠人力费劲地拖拽大绳了，既提高了工作效率，又保障了生产安全。" 由于起放井架钢丝绳又长又重，一直以来，钻井队安装拆卸它的难度很大，需要两名员工配合吊车司机 作业，安装一次至少耗时10分钟，还存在吊车钢丝绳跳槽、起放井架大绳滑落挤伤等风险。 "这个装置很好用，安装拆卸又快又安全!"近日，中原石油工程公司塔里木分公司在所属钻井队伍中推 广应用自行研制的起放井架大绳安装拆卸辅助装置，钻井队干部员工称赞它是起放井架的"安全便捷利 器"，既解决了起放井架大绳安装拆卸 ...

Core Insights - Shenzhen aims to become the "global low-altitude economy capital" by establishing a comprehensive low-altitude infrastructure and service system by 2026, with a projected output value exceeding 130 billion yuan [1][2] - The plan includes the construction of 1 low-altitude economic headquarters, 5 operational test zones, and 4 testing fields, along with over 1,200 low-altitude takeoff and landing points and more than 1,000 commercial flight routes [1][4] Infrastructure Development - By the end of 2026, Shenzhen plans to build a global first low-altitude intelligent integration system (SILAS) that covers communication, navigation, monitoring, and meteorological services [1][4] - The city has already established 483 takeoff and landing facilities and 80,000 5G base stations, with over 23,000 upgraded to 5G-A, ensuring continuous coverage of the 120-meter low-altitude airspace [3][4] Policy and Economic Growth - Shenzhen has introduced several policies to support low-altitude economic development, including the "Shenzhen Special Economic Zone Low-altitude Economic Industry Promotion Regulations" and the "Shenzhen Action Plan for Cultivating and Developing Low-altitude Economy and Aerospace Industry Clusters (2024-2025)" [4][5] - The low-altitude economy in Shenzhen is projected to exceed 100 billion yuan by 2024, with over 700,000 drone flights annually, maintaining its position as the national leader [2][4] Linkage Index - According to the "City Low-altitude Economy Linkage Index (2025)," Shenzhen ranks second nationally, with a score of 86.61, particularly excelling in environmental friendliness [2][3] - The index evaluates the supportive "hard" and "soft" environments for low-altitude economic development, highlighting the need for improved infrastructure to realize policy benefits [4]

每经AI快讯，7月31日，港股三大指数午盘涨跌不一，恒生科技指数午间收涨0.34%，恒生指数、国企 指数分别下跌1.07%及1.03%，恒指跌破25000点关口。盘面上，大型科技股盘中部分由跌转涨，快手大 涨近9%，腾讯转涨至1.46%，网易、阿里巴巴飘红，美团下跌近4%，京东、小米跌超2%。黄金股跌幅 明显，潼关黄金跌8.6%，录得6连跌行情；内房股全线下跌，碧桂园、新城发展跌幅居前；家电股、汽 车股、光伏股、煤炭股、建材水泥股、石油股、中资券商股、内险股纷纷走低。 ...

恒生指数冲高回落，截至目前下跌0.89%。恒生科技跌幅居前，金融、国指ESG、工商、内银行等紧随 其后；内石油逆势上涨，公用、电地产等均小幅上涨。 恒生科技大幅低开后冲高回落，截至目前下跌2.22%，其中华虹半导体大跌6.38%，中芯国际下跌 5.25%，小鹏汽车下跌5.01%，地平线机器人、比亚迪股份、蔚来等近10只个股跌幅均在4%上方。 恒生金融探底回升后再度转弱，截至目前下跌1.17%。其中恒生银行大跌6.18%，汇丰控股下跌2.68%， 中银香港下跌2.06%，香港交易所、招商银行、工商银行、中国银行等股均小幅收跌。 内石油高开高走后一路拉升，截至目前上涨2.05%。其中中国石油大涨3.05%，中国石化上涨2.39%，中 国海油上涨2.01%，中化冠德上涨1.54%，中石炼化、中海油服等股均小幅收涨。 内容只是个人观点，仅供参考，不作为投资依据！欢迎关注交流，互相学习、共同探讨！ ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - China is to implement more proactive fiscal policies and moderately loose monetary policies, and promote the construction of a unified national market [4]. - The global financial market shows complex fluctuations, affected by factors such as geopolitical tensions, supply - demand changes, and policy adjustments [2][24][50]. - The U.S. government's tariff policies have a significant impact on the international trade and financial markets [7][15][32]. Summary by Related Catalogs Overnight Night - Market Trends - Domestic futures: Most domestic futures main contracts declined. Glass and coking coal dropped over 4%, soda ash fell over 3%, and asphalt rose nearly 1% [2]. - International precious metals: COMEX gold futures dropped 1.58% to $3327.9 per ounce, and COMEX silver futures fell 2.90% to $37.175 per ounce [2]. - Oil prices: Geopolitical tensions and supply tightening pushed up oil prices. U.S. crude oil main contract rose 1.57% to $70.30 per barrel, and Brent crude oil main contract rose 1.49% to $72.75 per barrel [2]. - London base metals: Most London base metals declined, including LME nickel, lead, and tin [2]. Important Information Macroeconomic Information - China's policy: The Politburo meeting emphasized risk prevention, policy implementation, and market reform. The Central Committee also held a symposium with non - Communist Party personages to promote economic development [4]. - Sino - U.S. economic and trade relations: The two sides held economic and trade talks in Stockholm, and China hopes for the U.S. to work together to maintain stable economic and trade relations [4]. - Market regulations: The Shanghai International Energy Exchange imposed regulatory measures on over - trading clients, and the Fed maintained interest rates with internal differences [5]. - Tariff policies: The U.S. imposed tariffs on Brazil, and the total tariff rate reached 50% [7]. Energy and Chemical Futures - Company operations: Hualu Hengsheng will conduct equipment maintenance, and the impact of Typhoon "Bamboo Grass" affected the shipping and wood processing industries in Jiangsu [10]. - Inventory changes: The refined oil inventory in the UAE's Fujairah Port decreased, while China's methanol port inventory increased. The U.S. commercial crude oil and strategic petroleum reserve inventories also changed [10][11]. Metal Futures - Production changes: A large recycled lead smelter in North China resumed production, and a primary lead smelter in Northeast China planned equipment maintenance [14]. - Market data: New energy vehicle retail sales in July showed certain changes, and the Guangzhou Futures Exchange adjusted trading limits for some metal futures contracts [14]. - Tariff policies: The U.S. imposed a 50% tariff on imported semi - finished copper products [15]. Black - Series Futures - Policy emphasis: The Politburo meeting emphasized safety production and energy supply [18]. - Price adjustments: The coking industry planned to raise coke prices, and relevant associations called for anti - "involution" competition [18]. - Company operations: Gansu Energy's coal mine resumed production, and relevant industrial alliances called for balancing industry interests [19]. Agricultural Product Futures - Policy guidance: The Politburo meeting emphasized stabilizing agricultural product prices [22]. - Production forecasts: Brazil's grain production is expected to increase, while India's sugar production decreased [22]. Financial Market Finance - Stock market performance: A - shares closed with mixed results, and the Hong Kong stock market declined. Some private equity products were restricted, and A - share margin trading balance reached a new high [24][26]. - Corporate news: Hon Hai and Dongyuan Electric established a strategic alliance, and New Oriental's financial report showed revenue growth but profit decline [26][27]. Industry - Interest rate data: The weighted average interest rate of new commercial personal housing loans in Q2 2025 was 3.09% [28]. - Trade policies: Lithium - ion battery raw materials and recycled steel raw materials can be freely imported [29]. - Industry meetings: The coking industry planned to raise prices, and relevant associations discussed capacity control and market regulation [29][31]. - Real estate market: The land market in July had a seasonal decline, but the average premium rate reached a new high [31]. Overseas - Tariff policies: The U.S. imposed tariffs on multiple countries' products, and reached a trade agreement with South Korea [32][33]. - Economic data: The U.S., eurozone, Australia, and other economies released relevant economic data, and the Canadian central bank maintained interest rates [35][37][39]. International Stock Markets - U.S. stock market: The three major U.S. stock indexes closed with mixed results, and the market's expectation of a September interest rate cut decreased [41]. - European stock market: European main stock indexes rose slightly [41]. - Corporate news: Some well - known companies such as META, Microsoft, and Qualcomm released financial reports, and some companies had major events such as acquisitions [43][45]. Commodities - Futures trading: The Guangzhou Futures Exchange adjusted trading limits for some metal futures contracts [48]. - Commodity prices: Precious metals, base metals, and oil prices showed different trends [50]. Bonds - Domestic bonds: Yields of domestic inter - bank major interest - rate bonds generally declined, and relevant departments regulated the bond market [51]. - U.S. bonds: The U.S. Treasury announced a refinancing plan, and U.S. bond yields rose [51][53]. Foreign Exchange - Exchange rates: The on - shore and offshore RMB against the U.S. dollar declined, and the U.S. dollar index rose [54]. Upcoming Events and Data Releases - Economic data: Multiple countries will release economic data such as PMI and retail sales [56]. - Meetings and events: There will be central bank meetings, press conferences, and important industry conferences [58]. - Earnings reports: Apple and Amazon will release earnings reports [58].