Baidu (09888.HK) will report Q2 results Tuesday. A FactSet survey of 11 analysts pegs Q2 net profit at 2.82 bln yuan versus 7.32 bln yuan a year earlier; revenue is seen at 31.34 bln yuan versus 32.71 bln. Fitch says emerging AI search and chatbot competition could pressure search monetization; the profit decline reflects weaker legacy businesses and lower non-marketing margins. Citigroup forecasts core-business revenue down 3.6% YoY, advertising revenue down about 20% YoY, while AI cloud infras

【今日重點關注的財經數據與事件：2026年8月17日 週一】 ① 15:00 中國7月社會消費品零售總額同比 ② 15:00 中國7月規模以上工業增加值同比 ③ 15:00 國新辦舉行新聞發佈會 ④ 15:00 中國70城住宅售價月報 ⑤ 20:30 加拿大7月CPI月率 ⑥ 20:30 美國8月紐約聯儲製造業指數 ⑦ 22:00 美國8月NAHB房產市場指數

The National Development and Reform Commission and National Energy Administration issued the "15th Five-Year Plan for Petroleum and Natural Gas Development", directing technology R&D across infrastructure and end‑use. Infrastructure priorities include intelligent pipeline construction and inspection, pipeline-network simulation and operational optimization, and smart design/control and digital-twin tech for pipelines and stations to accelerate industry digitalization. The plan mandates R&D on high‑pressure pure‑hydrogen pipeline materials and safe transport, large‑scale hydrogen blending and repurposing of pipelines for hydrogen, aquifer gas storage and deep underground hydrogen storage, multi‑medium transport (methanol, liquid ammonia) and CCS/CCUS. End‑use priorities include accelerating domestic heavy gas-turbine production, improving in-service gas-turbine maintenance technology, developing high‑efficiency low‑emission vehicle and marine gas engines and high-end gas wall‑hung boilers for localization, and researching optimized, green low‑carbon refinery–petrochemical integration.