智通财经APP获悉，东兴证券发布研报称，美国石油产品供应量增加，原油出口量有所减少。截至8月8 日，Brent、WTI、ESPO原油现货价下降。7月，OPEC、国内原油现货价上涨。截至8月8日，美国，炼 油厂可运营产能利用率上涨；成品车用汽油及石油产品的供应量环比上升；成品车用汽油库存量月环比 下降。7月，美国原油进口数量月环比上升；出口数量环比下降；中国原油进口数量环比下降。 东兴证券主要观点如下： 原油价格下降 截至8月8日，Brent原油期货结算价和现货价分别为66.59美元/桶和6.43美元/桶，环比下降2.99%和 5.36%；WTI原油期货结算价和现货价格分别为63.88美元/桶、63.88美元/桶，环比分别降4.04%、 6.58%；ESPO原油现货价格为62.49美元/桶，环比下降4.23%。7月，OPEC原油现货价格为70.97美元/ 桶，环比上涨1.78%；中国原油现货月度均价(大庆)为65.59美元/桶，环比下降0.80%，中国原油现货月 度均价(南海)为61.50美元/桶，环比上涨0.15%，中国原油现货月度均价(胜利)为67.67美元/桶，环比上涨 0.51%。 美国石油产品供应量增 ...

按美元计，7月进口数量指数与金额指数同比分别上升7.8%和1.8%，出口数量指数与金额指数同比 分别上升8.2%和4.3%。净商品交易条件指数同比升2.1%，连续25个月上涨，原因是进口价格降幅大于 出口价格；收入交易条件指数同比升10.5%，得益于净商品交易条件和出口数量指数双升。 韩国《韩联社》8月14日报道，韩国银行14日公布数据显示，受国际油价和韩元兑美元汇率双双上 涨影响，7月进口物价指数（以2020年为100，韩元计价，暂定值）为134.87，环比上升0.9%，结束自2 月以来连续五个月的下跌。原材料价格上涨1.5%，中间材、资本材及消费材分别上涨0.6%、0.5%和 0.5%。其中，甲基乙基酮、贵金属精炼品、闪存芯片、二次电池等涨幅明显。同期，韩元兑美元汇率 环比升0.6%，迪拜原油均价升2.3%。 出口物价指数同样结束连续四个月的下降，7月环比上升1.0%至128.19。农林水产品上涨4.2%，工 矿产品上涨1.0%，其中电脑、电子、光学器材，以及煤炭、石油产品等涨幅居前，冷冻水产品、柴 油、DRAM等涨幅显著。 （原标题：韩7月份进出口物价均上升） ...

Core Viewpoint - Russia is actively supplying oil, coal, and petroleum products to India, with a focus on expanding liquefied natural gas exports and joint investment projects in oil and gas extraction and processing [1] Group 1: Trade and Economic Cooperation - Over the past five years, trade between Russia and India has increased nearly sixfold, making India one of Russia's top three trading partners [1] - More than 90% of trade settlements between Russia and India have transitioned to local currency, with a current focus on ensuring stability in these transactions [1] Group 2: Energy and Nuclear Collaboration - Russia aims to deepen cooperation with India in the peaceful nuclear energy sector, building on the successful experience of the Kudankulam nuclear power plant project [1] - Russia is willing to share its expertise in aerospace technology with India, including knowledge in rocket engine manufacturing and satellite navigation systems [1]

智通财经APP讯，众诚能源(02337)发布公告，公司预期集团将于截至2025年6月30日止6个月录得亏损净 额约人民币500万元至人民币700万元，而截至2024年6月30日止6个月的纯利为人民币2790万元。根据董 事会目前所得资料，董事会认为，预期亏损主要由于(其中包括)(i)更多汽车客户转用新能源汽车，导致 市场需求下降，令石油产品销量减少及(ii)2025年上半年石油产品平均售价下跌，导致毛利率下降。 ...

众诚能源(02337)发布公告，公司预期集团将于截至2025年6月30日止6个月录得亏损净额约人民币500万 元至人民币700万元，而截至2024年6月30日止6个月的纯利为人民币2790万元。根据董事会目前所得资 料，董事会认为，预期亏损主要由于(其中包括)(i)更多汽车客户转用新能源汽车，导致市场需求下降， 令石油产品销量减少及(ii)2025年上半年石油产品平均售价下跌，导致毛利率下降。 ...

Group 1 - Ukraine's armed forces launched an attack on the Saratov oil refinery in Russia, which is a critical fuel infrastructure responsible for supplying oil products to the Russian military, with an annual processing capacity of 7 million tons of crude oil [2][3] - The attack resulted in explosions and fires at the refinery, and a drone also crashed in a residential area, causing one death and damage to several residential buildings [2][3] - The recent attacks on Russian oil facilities, including the Ryazan refinery, which has a daily processing capacity of approximately 340,000 barrels, indicate a strategic escalation in Ukraine's military operations [2][3] Group 2 - The upcoming meeting between U.S. President Trump and Russian President Putin is expected to focus on short-term goals such as ceasefire agreements, which could lead to temporary emotional reactions in major asset classes like gold, oil, and the U.S. dollar [1][5] - If the U.S.-Russia talks achieve substantial breakthroughs regarding sanctions relief, it could have significant impacts on major asset classes, particularly in the energy sector, where the restoration of Russian energy supplies to Europe remains uncertain [6] - In the metals sector, the potential lifting of sanctions could lead to changes in prices for copper, aluminum, and nickel, while in the grain sector, a ceasefire could result in the lifting of Russia's grain export restrictions [6]

Group 1 - Ukraine's armed forces conducted a strike on the Saratov oil refinery in Russia, which is a key fuel infrastructure responsible for supplying oil products to the Russian military, with an annual processing capacity of 7 million tons of crude oil [2][3] - The attack occurred just before a planned meeting between US President Trump and Russian President Putin, indicating Ukraine's stance on the upcoming negotiations [2][5] - The strike on the Saratov refinery follows a previous attack on the Ryazan refinery, which is one of Russia's largest, resulting in a significant reduction in its crude oil intake [4] Group 2 - The potential outcomes of the upcoming US-Russia summit may focus on short-term goals such as ceasefire agreements, which could lead to temporary emotional reactions in major asset classes, including a potential decline in geopolitical risk premiums for gold, oil, and the US dollar [2][6] - If substantial breakthroughs are achieved regarding sanctions on Russia, it could have a more significant impact on major assets, particularly in the energy sector, where the restoration of energy supply to Europe remains uncertain [7] - In the metals sector, the lifting of sanctions could lead to expected changes in prices for copper, aluminum, and nickel, while in the grain sector, a ceasefire could result in the lifting of Russia's grain export restrictions [7]

Group 1 - The stock price of Taishan Petroleum (000554) closed at 6.77 yuan on August 4, 2025, with a slight increase of 0.3% and a turnover rate of 4.13% [1] - The trading volume was 149,900 shares, with a total transaction amount of 101 million yuan [1] - On the same day, the net outflow of main funds was 1.8488 million yuan, accounting for 1.84% of the total transaction amount [2][4] Group 2 - The company announced its share repurchase plan, which was approved in meetings held on April 23, 2025, and May 21, 2025 [2] - The total amount allocated for the repurchase is between 25 million yuan and 35 million yuan, with a maximum repurchase price of 8.99 yuan per share [2][4] - As of July 31, 2025, the company has not yet implemented the share repurchase plan, which has a maximum duration of 12 months from the approval date [2][4]

Group 1 - The U.S. will impose a 25% tariff on Indian goods starting August 1, which is seen as a punitive measure by President Trump due to high Indian tariffs and India's purchase of Russian oil and weapons [1][3] - Indian opposition parties are criticizing Prime Minister Modi's foreign policy, arguing that the friendship with Trump has not protected India's national interests, with significant potential damage to trade and local businesses [1][3] - The Indian think tank's founder indicates that the tariffs are part of a pressure strategy, with no products exempt from the new tariffs, suggesting that India is being used as a negative example for other countries [3] Group 2 - Current estimates suggest that India's exports to the U.S. could decline by 30% in the fiscal year ending March 2026, dropping from $86.5 billion to $60.6 billion, with oil products, pharmaceuticals, and electronics being the most affected categories [3] - Ongoing bilateral trade negotiations aim to increase trade to $500 billion by 2030, but significant disagreements remain, particularly in agriculture and dairy sectors, which are politically sensitive in India [4] - The Indian government is reviewing the impact of the new tariffs and is collecting feedback from exporters and industry groups to take necessary measures to protect national interests [4]

Core Insights - Latvia's Ministry of Finance reported that tax revenue for the first half of the year reached €6.896 billion, representing a year-on-year increase of 5.9% [1] Tax Revenue Breakdown - Value-added tax (VAT) increased by 4.1% year-on-year [1] - Excise tax on consumption rose by 4.2% year-on-year [1] - Corporate income tax saw a significant increase of 9.9% year-on-year [1] - Mandatory national social security tax grew by 7.5% year-on-year [1] Reasons for Revenue Increase - The increase in tax revenue is attributed to the rise in minimum wage standards and wage fund levels implemented this year [1] - Additionally, there was an increase in excise tax rates on petroleum products and tobacco products [1]