美国白宫：美国和日本正在探讨一项新的阿拉斯加液化天然气供货协议。 ...

美国白宫：美日投资协议将部分聚焦于半导体设计和制造、天然气以及新造船厂。 ...

WTI 9月原油期货收跌0.06美元，跌幅0.09%，报65.25美元/桶。 欧洲天然气价格逆转此前涨势，连续第五个交易日下跌，因充足供应缓解市场紧张情绪。欧洲今年加大 液化天然气进口，因冬季结束时库存低于往年水平，迫使其迅速增加进口量以备下一供暖季。 周三（7月23日）欧市尾盘，ICE英国天然气期货跌0.99%，TTF基准荷兰天然气期货跌2.03%，ICE欧盟 碳排放交易许可（期货价格）跌2.03%。 NYMEX 8月天然气期货收跌5.38%，报3.0770美元/百万英热单位。 NYMEX 8月汽油期货收报2.1213美元/加仑，NYMEX 8月取暖油期货收报2.4490美元/加仑。 中东Abu Dhabi Murban原油期货目前涨0.48%，北京时间02:33暂报71.23美元/桶。 ...

主力合约与基差： 2025年7月22日，原油期货价格普遍走弱。SC主力合约下跌1.56%至504.3 元/桶，较前一日下跌8元/桶；WTI和Brent分别下跌0.5%和0.61%，收于 65.45美元/桶和68.67美元/桶。SC相对于布伦特和WTI的价差明显走弱， SC-Brent价差较前一日收窄0.68美元至1.61美元/桶，SC-WTI价差缩窄0.77 美元至4.83美元/桶，反映国内原油期货价格溢价收缩。SC跨期价差（连 续-连3）大幅回落47.4%至20.3元/桶，显示近端供需压力缓和。 持仓与成交： 7月22日，WTI和布伦特成交量分别减少26.8%和30.4%，未平仓合约同步减 少，暗示市场活跃度下降及空头部分离场。燃料油期货仓单单日增加26840 吨，表明保税交割资源补充压力较大，或与炼厂开工增加有关。 产业链供需及库存变化分析 供给端： 需求疲软叠加库存施压，原油震荡偏弱 一、日度市场总结 原油期货市场数据变动分析 地缘供应不确定性增加。墨西哥计划发行百亿美元债券支持国家石油公 司，可能缓解其财政压力，但长期产能投资仍需观察；伊拉克与土耳其正 就扩展能源协议谈判，可能提高中东原油出口潜力。此 ...

股东方面，截至2014年6月30日，中海油服股东户数98641户，较上次增加477户，户均持股市值35.28万 元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中海油服19.8021.391.50670.89亿行业平均 29.7834.353.57152.92亿行业中值38.6839.463.3253.49亿1海油工程11.2211.560.93249.81亿2中曼石油 11.4812.382.1189.83亿3海油发展11.5811.871.56434.05亿4金诚信17.9219.603.33310.39亿6广东宏大 31.0931.724.31284.77亿7中油工程33.4530.930.74196.53亿8龙高股份38.6838.903.9649.78亿9金石资源 51.2952.568.12135.09亿10博迈科51.3540.011.2440.23亿11科力股份55.8761.975.0233.32亿12石化油服 57.2260.934.26384.83亿 中海油田服务股份有限公司的主营业务是石油和天然气勘探、开发及生产。公司的主要产品是钻井服 务、油田 ...

7月22日，财富中文网发布了2025年《财富》中国500强排行榜。榜单采用与《财富》世界500强一脉相 承的制榜方法，同时包括了上市和非上市企业。 榜单显示，今年500家上榜的中国公司在2024年的总营业收入达到14.2万亿美元，和上年上榜公司相比 下降约2.7%；净利润达到7564亿美元，较上年增长约7%。按美元计算，2024年中国的GDP总量达到 18.75万亿美元，今年榜单中500家公司的收入总和约为中国当年GDP的四分之三。 国家电网有限公司以5484亿美元的营收位居榜首，中国石油天然气集团和中国石油化工集团分列榜单第 二位和第三位，中国建筑集团位列第四。"四大行"均位列前十，其中，工商银行排名最高，位列第五； 农业银行、建设银行、中国银行分别位列第七至第九。 今年前十位中没有大陆民营企业，京东集团仍是排位最高的大陆民营企业，位列第11位，较去年上升2 位。阿里巴巴集团位列第18位，较去年上升3位；腾讯控股位列第32位，较去年上升6位。《财富》表 示，中国几家互联网代表企业值得关注，它们在竞争格局下仍持续增长。 盈利能力方面，最赚钱的十家上榜公司中，除五家商业银行和中石油外，今年进入利润榜前十位的有四 ...

Financial Data and Key Metrics Changes - The company reported an adjusted operating income of $6.5 billion before tax and an IFRS net income of $300 million, impacted by an impairment on U.S. offshore wind projects [5][6] - Adjusted earnings per share was NOK 0.64, with cash flow from operations after tax being strong at $9.2 billion [6][20] - The net debt to capital employed ratio increased to 15.2%, reflecting the state's share of the buyback from last year booked as finance debt [21] Business Line Data and Key Metrics Changes - The company produced 2.096 million barrels per day, up more than 2% from last year, with a target of 4% production growth for the year [15] - Liquids production increased by 4%, driven by the ramp-up of Johan Castberg and high regularity on Johan Sverdrup [16] - Renewable production increased by 26%, mainly due to the ramp-up of Dogger Bank A in the UK [17] Market Data and Key Metrics Changes - The European gas market is impacted by lower storage levels, with inventories almost 20 percentage points lower than last year [7] - Gas prices in Europe and the U.S. were higher, while liquids prices were lower compared to the same quarter last year [17] - The company captured almost 80% higher gas prices in the U.S. onshore market [10] Company Strategy and Development Direction - The company is committed to cost and capital discipline, reporting flat cost development in the quarter [8] - Strategic progress includes the ramp-up of Johan Castberg and final investment decisions on Johan Sverdrup Phase III [9] - The company announced two long-term contracts for gas supply to the UK and Germany, indicating strong demand for Norwegian gas [9][61] Management's Comments on Operating Environment and Future Outlook - Management noted that energy markets are affected by geopolitical unrest and trade wars, leading to significant volatility in oil markets [7] - The company remains focused on operations and resilience amid uncertainty, with a robust balance sheet [8] - Management expressed confidence in the long-term role of natural gas in energy transition and electrification [46] Other Important Information - The company expects to deliver around $9 billion in capital distribution for the year, including a cash dividend of $0.37 per share and a share buyback of up to $1.265 billion [14] - An impairment of $955 million was recorded due to changes in regulations for future offshore wind projects in the U.S. [12] Q&A Session Summary Question: On the Empire Wind impairment and discount rate - Management clarified that the 3% discount rate used for impairment testing is an unlevered real discount rate after tax, justified by the fixed revenue profile for 25 years [26][27] Question: On working capital and trading volatility - Working capital is currently $5 billion, a reduction of $550 million, driven by upstream segment movements rather than trading activities [28][29] Question: On the new tax system in Norway - Tax payments will be evenly distributed over the year, with five installments in the second half of 2025 and five in the first half of 2026 [34][35] Question: On the Peregrino divestment and Bacalau project - The divestment of Peregrino is expected to close towards the end of the year, with Bacalau progressing well and expected to contribute significantly to international production [44][45] Question: On CapEx and competitive cash returns - Management emphasized that CapEx is a pretax number, while cash flow from operations is after tax, affecting comparisons with peers [87][88] Question: On Johan Sverdrup production and cost inflation - Johan Sverdrup is expected to maintain high production levels, with ongoing efforts to manage water and improve recovery rates [94][96] - Cost inflation pressures are expected to ease in Norway, while the market remains tight overall [98][99]

挪威国家石油公司CEO：俄罗斯管道天然气返回欧洲的可能性比2月份那时预期的要小。看不出北溪输 油管道会重新投入使用。 ...

挪威国家石油公司CEO：公司可能从美国对石油和天然气的监管变化及新管道建设中受益。 ...

挪威国家石油公司首席执行官：全球天然气需求将长期增长。 ...