Group 1 - The second phase of the liquefied hydrocarbon terminal project by Sinopec officially commenced operations on July 7, 2025, enhancing the storage and transportation capacity of liquefied hydrocarbons in South China [1] - A memorandum of cooperation was signed between Petrochemical Machinery and the Abu Dhabi National Oil Company on July 7, 2025, focusing on deepening technical collaboration in the oil and gas equipment sector [1] - Zhejiang Petroleum opened 35 Easy Car Maintenance service stores on July 6, 2025, marking progress in extending its non-oil business into the automotive aftermarket [1] Group 2 - The traditional energy equipment industry is experiencing sustained prosperity and accelerating overseas expansion, supported by historically low U.S. oil inventories and the upcoming peak oil consumption season from June to September [1] - Geopolitical factors such as U.S.-Iran nuclear negotiations, the Russia-Ukraine conflict, and China-U.S. tariffs are impacting the industry [1] - Chinese oil and gas equipment companies are rapidly expanding overseas, with overseas orders contributing to profitability [1] Group 3 - The new energy equipment sector is witnessing an uptrend in capital expenditure and market conditions for controllable nuclear fusion, with commercialization becoming increasingly feasible [1] - In the past five years, numerous startups in the nuclear fusion industry have emerged, with active investment and financing, leading to significant technological advancements [1] - The domestic nuclear fusion industry has accelerated its bidding process since 2025, with increased capital expenditure expected to drive demand for upstream components and equipment [1]