近日，标普全球能源CERA数据发布的2026年原油行业报告显示，2026年全球八大待投产油田开发项 目，将为原油市场新增逾45万桶/日供应量。其中非洲与南美洲成为绝对主力，美国、中东增量有限， 且新增产能集中于非OPEC+国家，以海上及深水项目为主。 中东仅伊拉克有项目入围，其东巴格达浅水油田计划2026年年中扩产，新增日产量4.65万桶，待南部油 田扩产完工后，2027年总产量将达12万桶/日，以轻质至中质原油为主，在区域增量中占比偏低。 北美原油增量集中于美国，阿拉斯加州皮卡油田是该区域最受期待的陆上油气资产，由桑托斯与雷普索 尔联合开发，位于北坡盆地，包含原油处理设施及钻井场，2026年底初期日产量4.1万桶，峰值将达7.6 万桶，预估可采储量4.25亿桶。墨西哥湾有两个深水项目上半年投产，合计新增日产量3.9万桶： Buckskin油田二期3月投产，新增1.86万桶/日，可采储量1.49亿桶；Monument油田7月投产，日产量超2 万桶，可采储量1.5亿桶。 关于新增产量对油市的影响，沙特分析师阿卜杜勒阿齐兹·穆克比尔指出，2026年上游新项目虽多，但 增量产能的可靠性与投放能力，受制于物料、技术及 ...

浙商期货能源高级研究员张泽宇称，2026年原油市场虽可能面临伊朗地缘局势等短期扰动，但中长期供 大于需的格局难以改变。 相关行业 OPEC+实施暂停增产举措，国际原油价格获得支撑，布伦特油价升至超68美元/桶。国内方面，《2025 年国内外油气行业发展报告》显示，2025年国内油气产量达4.2亿吨油当量，创历史新高，行业整体稳 中求进，保障能源安全成效显著。 市场将目光聚焦于原油供应端格局变化，叠加国内能源保供政策持续推进，油气行业相关业务布局和产 能释放情况受到关注，同时原油价格波动对上下游产业链的传导效应也成为讨论方向。 中信期货表示，伊朗及俄罗斯地缘局势、OPEC+二季度产量预期等供应端因素仍是2月原油市场关注的 核心，目前地缘溢价仍存，短期重点关注美伊谈判动向及印度对俄罗斯石油购买进展。 平安证券指出，伊朗局势升级，短期内油价或呈现震荡偏强走势；中长期油价锚定基本面，随着 OPEC+增产的推进、美洲国家油田的开发，基本面过剩格局或将继续演绎。 恒力石化：作为国内民营炼化一体化龙头企业，公司打通"原油-芳烃、烯烃-PTA、乙二醇-聚酯新材 料"产业链，依托上下游一体化布局降低成本波动影响，推进"油转特" ...

《下辽河》/董征宇/春风文艺 出版社/2024年10月 □杨铁光 翻开散发着墨香的《下辽河》，犹如展开一幅半个多世纪辽河油田历史生活的画卷，分量感十足，津津 有味地读下来，倍感亲切与振奋。 《下辽河》是写石油生活的小说，是写石油精神的小说，是为中国石油工业树碑立传的小说。本书是一 部沉甸甸的辽河油田创业发展史，更是一部具有思想性和艺术性、具有强烈的现实感、厚重感和历史感 的书籍。 （来源：黑龙江日报） 转自：黑龙江日报 作者在油田工作生活了一辈子，对油田有着深厚的感情和深刻的眷恋，是一位地道的石油作家，小说里 的结构、故事、人物、细节和语言都是本色书写，写得生动鲜活，扣人心弦。小说一开篇，短短几句 话，就把读者吸引进去："赵玉明仔细想了想，他的爱情是从到下辽河的第二年夏天的一天开始的，是 那个穿白大褂叫金鸿雁的年轻女大夫漂亮的大眼睛叫他一下子心动了，这一动就一发不可收拾了。"精 彩的叙事，流畅的节奏，极具代入感，仿佛置身其中，感受到故事所传达的情感。 《下辽河》，写的不是辽河，而是工作生活在辽河两岸一个个形象生动的辽河石油人。通过浓墨重彩的 塑造和精心细致的刻画，把赵玉明、林胜平、何劲松、陆鸣等一系列石油人物 ...

货币不仅是交换的工具，更是资源和商品占有与支配的象征。美元作为全球货币霸主，其地位并非一蹴 而就，而是经历了七十多年跌宕起伏的历程，逐步巩固与上升。如果你能了解美元的演变历程，也就能 窥见美国在全球舞台上利益的轨迹。 第二次世界大战后，欧洲的传统强国如英国、法国和德国，因战 争的深重创伤而深陷经济衰退，正值此时，美国却在国内保持了相对的稳定，其经济持续快速发展，不 仅成功从战争中获利，还一跃成为全球最大的债权国。随着美国力量的前所未有膨胀，英国发现自己已 经无法再维持旧有的金本位制度，最终被迫放弃了金本位政策。 1944年7月1日，经过长达三周的艰苦磋商，布雷顿森林会议正式通过了《国际货币基金协定》和《国际 复兴开发银行协定》，这两项协议建立在怀特计划的基础上，从而确立了以美元为中心的国际货币体 系。布雷顿森林体系的构建，意味着美元与黄金的直接挂钩，国际间的货币不再直接与黄金挂钩，而是 通过美元这一中介与黄金建立联系。 美元在这一体系中不仅是关键货币，而且取得了与黄金等同的地 位。这使得美元居于各国货币之上，成为全球外汇储备中最重要的国际储备货币，也进一步奠定了美国 在国际金融体系中的支配地位。 尽管世界经济 ...

每经AI快讯，2月7日，美国至2月6日当周石油钻井总数报551口，前值411口。 ...

Market Overview - The A-share market experienced a slight decline, with the Shanghai Composite Index down 0.25% to 4065 points, and the Shenzhen Component Index down 0.33% [1] - The total market turnover was 2.16 trillion yuan, a decrease of 30.8 billion yuan from the previous trading day, with over 2700 stocks rising [1] Sector Performance - The mining and oil sectors saw gains, with stocks like Tongyuan Petroleum and Zhun Oil reaching their daily limit [1] - The fluorochemical sector also performed well, with Tianji Co. hitting the daily limit [1] - Lithium mining and battery sectors were active, with Enjie Co. reaching the daily limit [1] - Conversely, the liquor sector faced declines, with Huangtai Liquor hitting the daily limit down, and Moutai falling by 2.57% [1] - Other sectors such as commercial retail and tourism also saw declines, with Dalian Shengya dropping over 8% [1] Alibaba Concept Stocks - Alibaba concept stocks collectively surged, with Data Port hitting the daily limit and several other stocks like Borui Data and Lijun Thermal Energy rising over 5% [2] - The rise was attributed to the launch of a promotional event by Qianwen, which topped the Apple App Store free application chart [2] Precious Metals - International precious metal prices rebounded, with spot gold rising nearly 1% and silver increasing over 2% [4] - Analysts noted that the current upward trend in gold prices is driven by liquidity expectations and ongoing geopolitical conflicts providing safe-haven demand [5] - The outlook for the metal prices is optimistic, with potential for new highs due to a combination of demand recovery and rigid supply [5] Economic Outlook - Analysts predict a potential recovery in the economy over the next 6-12 months, which could boost market demand and support metal prices [5] - The macroeconomic outlook includes expectations for a "tight then loose" monetary policy from the Federal Reserve, a weaker dollar, and a strengthening of the RMB [6] - The stock market is anticipated to have upward potential, with liquidity being a significant driver of market changes [6]

Market Overview - On February 6, the A-share market experienced significant volatility, with the three major indices initially rebounding after a low open, but ultimately closing lower. The Shanghai Composite Index fell by 0.25% to 4065.58 points, the Shenzhen Component Index decreased by 0.33% to 13906.73 points, and the ChiNext Index dropped by 0.73% to 3236.46 points. The total market turnover was 2.16 trillion yuan, a decrease of 30.8 billion yuan from the previous trading day, with over 2700 stocks rising [1]. Sector Performance Strong Performing Sectors - The mining and oil sectors saw gains, with stocks like Tongyuan Petroleum and Zhun Oil Co. hitting the daily limit [1]. - The chemical sector, particularly fluorine chemicals, showed strength, with Tianji Co. reaching the daily limit. Lithium mining and battery sectors were also active, with stocks such as Kosen Technology and Dingsheng New Materials hitting the daily limit [1]. - The traditional Chinese medicine sector led the market, with stocks like Te Yi Pharmaceutical and Hansen Pharmaceutical hitting the daily limit, supported by a new development plan from the Ministry of Industry and Information Technology [2]. - The chemical sector experienced a collective surge, driven by rising prices of disperse dyes due to increased costs of upstream intermediates [2]. - The power equipment sector rebounded, with stocks like Jinkong Electric and Sanbian Technology hitting the daily limit, reflecting strong demand in the electricity industry [2]. Weak Performing Sectors - The consumer sector, including liquor, tourism, and retail, faced a collective decline, with stocks like Huangtai Liquor hitting the daily limit down [4]. - Real estate-related concepts declined, with Jingtou Development falling over 5%, amid mixed expectations for industry recovery [5]. - AI application concepts saw a downturn, with various AI-related stocks experiencing declines due to uncertainties in commercialization [6]. - The "中字头" (state-owned enterprises) and financial sectors also retreated, as investors sought safer investment strategies following previous gains [6]. Institutional Insights - CICC remains optimistic about the revaluation of Chinese assets, noting that there are no typical signs of a market top despite external pressures. The firm suggests maintaining an overweight position in Chinese stocks and looking for buying opportunities during market fluctuations [7]. - Tianfeng Securities highlights that market sentiment is fragile, with short-term investors cashing out as a primary reason for recent declines in gold prices. They anticipate a period of volatility for gold but expect it to rebound later in the year [7]. - Huachuang Securities predicts a strong recovery in the consumption market during the 2026 Spring Festival, driven by government-led initiatives and diverse promotional activities, which may exceed market expectations [8].

证券之星消息，截至2026年2月5日收盘，中曼石油(603619)报收于30.87元，下跌4.75%，换手率 6.99%，成交量32.31万手，成交额10.11亿元。 2月5日的资金流向数据方面，主力资金净流出7202.98万元，占总成交额7.13%，游资资金净流出387.49 万元，占总成交额0.38%，散户资金净流入7590.48万元，占总成交额7.51%。 近5日资金流向一览见下表： 中曼石油融资融券信息显示，融资方面，当日融资买入1.17亿元，融资偿还8887.51万元，融资净买入 2829.72万元。融券方面，融券卖出1.26万股，融券偿还700.0股，融券余量12.01万股，融券余额370.75 万元。融资融券余额6.41亿元。 近5日融资融券数据一览见下表： 该股主要指标及行业内排名如下： 中曼石油2025年三季报显示，前三季度公司主营收入29.85亿元，同比下降2.18%；归母净利润4.53亿 元，同比下降32.18%；扣非净利润4.32亿元，同比下降31.78%；其中2025年第三季度，公司单季度主营 收入10.03亿元，同比下降11.44%；单季度归母净利润1.53亿元，同比下降36.38 ...

新华社香港2月5日电 香港恒生指数5日涨37.92点，涨幅0.14%，收报26885.24点。全日主板成交 3151.12亿港元。 香港本地股方面，长实集团涨1.7%，收报46.72港元；新鸿基地产涨2.59%，收报126.8港元；恒基 地产涨1.12%，收报32.44港元。 中资金融股方面，中国银行涨0.65%，收报4.68港元；建设银行涨0.51%，收报7.92港元；工商银行 涨0.47%，收报6.46港元；中国平安跌1.25%，收报71.15港元；中国人寿跌2.73%，收报34.2港元。 国企指数涨44.96点，收报9093.34点，涨幅0.5%。恒生科技指数涨39.69点，收报5406.13点，涨幅 0.74%。 蓝筹股方面，腾讯控股涨0.09%，收报558.5港元；香港交易所跌1.38%，收报414.4港元；中国移动 涨1.32%，收报80.4港元；汇丰控股跌0.36%，收报138.5港元。 石油石化股方面，中国石油化工股份跌2.39%，收报5.31港元；中国石油股份跌0.66%，收报9.1港 元；中国海洋石油跌0.42%，收报23.58港元。 【纠错】 【责任编辑:邱丽芳】 ...

Core Insights - The "2025 Hurun China 500" report highlights TSMC as the highest-valued private enterprise in China, with a valuation increase of 3.5 trillion RMB, reaching 10.5 trillion RMB [1][4] - Tencent follows as the second highest, with a valuation growth of 1.9 trillion RMB, totaling 5.3 trillion RMB [1][4] - ByteDance ranks third, increasing its value by 1.8 trillion RMB to 3.4 trillion RMB [1][4] - Xiaomi enters the top ten for the first time, with a valuation increase of 357 billion RMB, reaching 1 trillion RMB [1][4] Top Ten Private Enterprises - TSMC: Valuation of 105,000 million RMB, growth of 50% [2][5] - Tencent: Valuation of 53,300 million RMB, growth of 56% [2][5] - ByteDance: Valuation of 34,000 million RMB, growth of 109% [2][5] - Alibaba: Valuation of 27,000 million RMB, growth of 75% [2][5] - CATL: Valuation of 18,600 million RMB, growth of 59% [2][5] - Pinduoduo: Valuation of 13,200 million RMB, growth of 16% [2][5] - Ping An Insurance: Valuation of 10,500 million RMB, decline of 15% [2][5] - Xiaomi: Valuation of 10,000 million RMB, growth of 56% [2][5] - BYD: Valuation of 8,720 million RMB, growth of 10% [2][5] - Huawei: Valuation of 8,500 million RMB, growth of 25% [2][5] Top Ten State-Owned Enterprises - Agricultural Bank: Valuation of 202,000 million RMB [3][6] - Industrial and Commercial Bank: Valuation of 274,000 million RMB [3][6] - State Grid: Valuation of 266,000 million RMB [3][6] - China National Railway Group: Valuation of 224,000 million RMB [3][6] - China Construction Bank: Valuation of 203,000 million RMB [3][6] - Kweichow Moutai: Valuation of 182,000 million RMB [3][6] - China Petroleum: Valuation of 176,000 million RMB [3][6] - Bank of China: Valuation of 170,000 million RMB [3][6] - China Mobile: Valuation of 175,000 million RMB [3][6] - CITIC Group: Valuation of 156,000 million RMB [3][6]