铁总商业财经

(Source: China Chemical News)
　　China Chemical News reported that recently, ConocoPhillips’ Alaska Division announced that on August 7, the company achieved first oil from its Coyote 3SX development project. The project is located on an onshore land block on Alaska’s North Slope within the Kuparuk River Unit, with a total investment of about $800 million. It is expected to reach a peak oil production rate of about 12,000 barrels per day. The project was brought online ahead of schedule and at a cost lower than the budget.
　　ConocoPhillips approved funding for the project in October 2025, and construction will begin in early 2026. The project leverages existing infrastructure within the Kuparuk River Unit to enable the rapid ramp-up of incremental production. The project will also need to build additional pipeline infrastructure to meet the demand for Coyote production growth in 2026 and beyond.

U.S.-listed company ConocoPhillips (COP) has disclosed an insider stock transaction. The filing shows that on 2026-08-20, Rose (Kelly Brunetti) (Officer) sold company shares. The transaction value was approximately $2,017,800.00.
Trading data:
? Trader: Rose (Kelly Brunetti) (Officer)
? Trade direction: Sell
? Number of shares traded: 15,000 shares
? Average trade price: $134.52 per share
? Transaction amount: approximately $2,017,800
? Latest shares held: 10,284 shares
In general, stock trades by executives and directors of listed companies are considered one of the important indicators for the market to observe management’s stance. However, insider transactions may involve various factors such as compensation arrangements, tax planning, and asset allocation. A single transaction cannot directly indicate the company’s future operating outlook, so a comprehensive judgment should be made together with fundamentals and subsequent announcements.

August 22 news: According to information from the National Intellectual Property Administration, Kunming Guipeng New Materials Technology Co., Ltd., Yunnan Guipeng Precious Metal New Materials Holding Group Co., Ltd., and Kunming Institute of Precious Metals have applied for a patent titled “A preparation method for a multi-element alloy casting for aerospace solder.” The application publication number is CN122609859A, the application number is CN202610877827.3, the publication date is August 21, 2026, and the application date is June 17, 2026. Inventors include Wu Biao, Pu Guodong, Wu Haining, Wu Ningxuan, Liu Changxi, Liu Xiaoying, Li Xixian, Huai Ziyu, Liu Zijie, Wei Qichu, Wei Yiwéi, Fang Xiaoxiang, Dai Si, Zhao Qi, Yang Zhenmiao, Song Yin, Xu Hong, Zhou Xiaohui, Li Lei, Xu Ziwén, and Li Ruiqian. The patent agent is Kunming Longhe Intellectual Property Agency (General Partnership), and the patent agent is J e Ya o. Classification numbers are C22C1/02, C22F1/16, and C22F1/02.

August 21 news: According to information from the National Intellectual Property Administration, Mining and Metallurgy Technology Group Co., Ltd., Northwest Institute for Nonferrous Metal Research, Yunnan Precious Metals New Materials Holding Group Co., Ltd., Jinchuan Group Co., Ltd., Kunming University of Science and Technology, and Central South University have applied for a patent titled “Multidimensional evaluation method, system, apparatus and storage medium for the performance of reconstituted metal materials.” The application publication number is CN122596739A, the application number is CN202610732146.8, the application publication date is August 18, 2026, and the application date is May 26, 2026. Inventors include Ma Hao, Sun Honghong, Zhang Busheng, Liu Mumen, Chen Xujun, Ma Yongfeng, Li Bo, Wang Hua, Wei Yonggang, Wang Xun, Chen Ailiang, Dong Haigang, Li Da, and Zhang Xueyou. The patent agency is Beijing Chaofan Hongyu Intellectual Property Agency Co., Ltd., and the patent agent is Yao Dalei. Classification numbers include G06Q10/0639, G06F18/24, G06F18/25, and G01N33/20.

August 21 news, the State Intellectual Property Office has information showing that Yunnan Precious Metals New Materials Holding Group Co., Ltd. has applied for a patent titled "A surface-modified lead-free glass powder of Si-Ca-Al for resistance paste and its preparation method." The application publication number is CN122586378A, the application number is CN202610924318.1, the publication date of the application is August 18, 2026, and the application date is June 25, 2026. The inventors are Li Junpeng, Zhang Zhubo, Sun Hu, Li Wei, Zhou Kai, Li Lei, He Zijuan, Gao Qiqiang, and Chen Kaitea. The patent agency is Beijing Gaowo Law Firm, and the patent agent is Wang Xue. Classification number: C03C12/00.

On Thursday, oil stocks broadly rose. ConocoPhillips (COP.US) and BP (BP.US) both rose by more than 3%, while Petrobras (PBR.US) and Occidental Petroleum (OXY.US) gained more than 2%. WTI crude oil briefly broke above $87 per barrel during the session and was up more than 3% for the day.
In the news, tensions between the United Arab Emirates and Iran have escalated. The UAE Ministry of Defense said it is monitoring two ballistic missiles coming from Iran; one landed in UAE territorial waters. In the early hours of the 19th, the UAE Ministry of Foreign Affairs announced a suspension of all trade, commercial dealings, and financial transactions with Iran. On August 18, Trump clearly stated that "there will be no talks with Iran now or in the future." The U.S. maritime blockade against Iran remains fully effective.

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Issue 0722
?Has Xiaomi’s Hanxing Chuangtou invested in the company Xinglihang New Energy Technology?
Tianyancha App shows that recently, Zhejiang Xinglihang New Energy Technology Co., Ltd. underwent an industrial and commercial change. Xiaomi’s subsidiary, Hanxing Entrepreneurship Investment Co., Ltd., was added as a shareholder, and the registered capital increased from RMB 100 million to RMB 130 million. The company was established in February 2026, with Shen Hao as the legal representative. Its business scope includes research and development of emerging energy technologies, retail sales of automobile parts, sales of new-energy vehicle accessories, and more. Currently, it is jointly held by Zhejiang Jinrui Automobile Sales Service Co., Ltd. and the newly added shareholder mentioned above.

On July 22, 2026, Microsoft is evaluating whether to introduce Kimi K3 to Azure and is testing it to take on part of Copilot’s AI inference tasks.
According to The Information, if some Copilot traffic currently handled by OpenAI and Anthropic models were redirected to Kimi K3, Microsoft estimates that inference costs could be reduced by as much as $600 million (RMB 4 billion).
Microsoft clearly stated when it introduced Microsoft 365 Copilot Wave 3 in March this year that Copilot is no longer limited to a single model vendor. The system can connect models from different companies and choose the appropriate solution based on the type of work.