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智通港股通持股解析|4月23日
智通财经网· 2025-04-23 00:31
智通财经APP获悉,根据2025年4月22日披露数据,中国电信(00728)、新天绿色能源(00956)、凯 盛新能(01108)位居港股通持股比例前3位,分别为74.50%、67.36%、67.18%。此外,阿里巴巴-W (09988)、腾讯控股(00700)、盈富基金(02800)在最近有统计数据的5个交易日内,持股额增幅最 大,分别为+40.45亿元、+30.71亿元、+27.30亿元;中芯国际(00981)、小米集团-W(01810)、中国 石油化工股份(00386)在最近有统计数据的5个交易日内,持股额减幅最大,分别为-14.57亿元、-9.19 亿元、-6.26亿元。 具体数据如下(交易所数据根据T+2日结算): 1、港股通最新持股比例排行(前20名) | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴-W(09988) | +40.45亿元 | +3677.58万股 | | 腾讯控股(00700) | +30.71亿元 | +666.95万股 | | 盈富基金(02800) | +27.30亿元 | +12467.10万股 | | 中国石油股份 ...
【石油化工】石化24年报总结:不确定环境下的确定性,“三桶油”及油服再创佳绩——行业周报第399期(赵乃迪/蔡嘉豪/王礼沫)
光大证券研究· 2025-04-20 13:17
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 "三桶油" 24 年再创佳绩,油价波动期业绩韧性凸显 2024 年布油均价为 79.86 美元 / 桶,同比 -2.8% ,总体维持高位,但 24 年 9 月至 12 月受中东地缘政治缓 和、原油需求预期下行等因素影响,国际油价快速下跌。中国石油实现归母净利润 1647 亿元,同比 +2% ,中国海油实现归母净利润 1379 亿元,同比 +11% ,中国石化受炼化业务拖累,实现归母净利润 503 亿 元,同比 -17% ,但上游板块息税前利润逆势增长 24% 。 2024 年,海外石油巨头受炼油盈利走弱、天然 气销量下降等因素影响,业绩持续下行。埃克森美孚、雪佛龙、壳牌、 BP 、道达尔 24 年归母净利润分别 同比 -6% ...
2025年中国辣条行业市场政策、产业链、发展现状、竞争格局及发展趋势研判:卫龙和麻辣王子双雄割据[图]
Chan Ye Xin Xi Wang· 2025-04-20 01:17
Core Viewpoint - China's service trade is experiencing significant growth, with a total service trade volume projected to reach 7.10 trillion yuan in 2024, reflecting a year-on-year increase of 16.38% [1][10]. Industry Overview - Service trade involves the cross-border flow of services as trade goods, categorized by delivery method and production factor intensity [2][4]. - The industry has evolved through four main stages: initial exploration (1978-1992), rapid growth (1992-2001), accelerated development (2001-2012), and high-quality development (2012-present) [4][5][6]. Industry Development History - From 1978 to 1992, service trade began to develop but lagged behind manufacturing, with total service trade imports and exports increasing from 4.4 billion USD to 10.8 billion USD [4]. - The period from 1992 to 2001 saw a significant increase in service trade, with the share of global service trade rising from 1% to 2.3% [5]. - Following China's accession to the WTO in 2001, service trade grew rapidly, with total imports and exports increasing from 71.9 billion USD in 2001 to 713 billion USD in 2015 [5]. - Since 2012, the focus has shifted to high-quality development, with policies promoting service trade transformation and an increase in knowledge-intensive service trade [6]. Industry Chain - The service trade industry chain includes upstream components like infrastructure and technology support, midstream service trade activities, and downstream demand from consumers, businesses, and government [8]. Current Industry Status - In 2024, the service trade deficit is projected to be -1.63 trillion yuan, a decrease of 10.78% year-on-year, primarily due to increased outbound travel demand driven by rising household incomes [10]. - Key segments driving growth include travel services, which are expected to reach 2.07 trillion yuan, a 33.67% increase, and transportation services, projected at 2.00 trillion yuan, a 15.18% increase [12][13]. Key Companies' Performance - Major companies in the service trade sector include COSCO Shipping Holdings, which reported a revenue of 233.9 billion yuan in 2024, a 33.35% increase, and a gross profit of 67.7 billion yuan, a 145.35% increase [17]. - Boyuan Technology, a global IT service provider, reported a revenue of 5.098 billion yuan in the first three quarters of 2024, a 4.64% increase, but a net profit decline of 20.39% [19]. Industry Development Trends - Digital transformation is a key trend, with advancements in AI, blockchain, and cloud computing expected to enhance service delivery and efficiency [21]. - The demand for knowledge-intensive services is anticipated to rise, particularly in finance and IT, driving the industry towards higher value chains [22]. - Green service trade is emerging as a significant trend, with increasing focus on sustainability and environmental protection [23].
中石化申请低黏度液化双氰胺潜伏型固化剂专利,能使固化后的环氧树脂拉伸强度和拉伸模量较高
Sou Hu Cai Jing· 2025-04-19 11:19
Group 1 - The core viewpoint of the news is that Sinopec has applied for a patent for a low-viscosity liquid dicyandiamide latent curing agent and epoxy resin composition, indicating innovation in the chemical industry [1] - The patent application was filed on October 2023, with the publication number CN119842046A, showcasing the company's ongoing research and development efforts [1] - The low-viscosity liquid dicyandiamide latent curing agent is produced using dicyandiamide and aldehyde compounds, which results in a product with low viscosity and a simple preparation process [1] Group 2 - Sinopec, established in 2000, is primarily engaged in the petroleum, coal, and other fuel processing industries, with a registered capital of approximately 12.17 billion RMB [2] - The company has made investments in 270 enterprises and participated in 5,000 bidding projects, indicating a strong presence in the market [2] - Sinopec Shanghai Petrochemical Research Institute, founded in 2022, focuses on technology promotion and application services, with a registered capital of 498 million RMB [2]
中国石油化工申请合成四烷氧基乙烷专利,反应过程绿色高效
Jin Rong Jie· 2025-04-19 07:56
Group 1 - The State Intellectual Property Office of China shows that Sinopec has applied for a patent for a method of synthesizing tetraalkoxyethane, with publication number CN119841716A and application date in October 2023 [1] - The patent summary indicates that the method involves selective conversion of low-carbon alcohols and biomass materials in the presence of oxygen gas and catalysts to produce tetraalkoxyethane, highlighting its green and efficient process with broad application prospects [1] - Sinopec, established in 2000 and headquartered in Beijing, primarily engages in the petroleum, coal, and other fuel processing industries, with a registered capital of approximately 12.17 billion RMB [1] Group 2 - Sinopec (Shanghai) Petrochemical Research Institute Co., Ltd., founded in 2022 and located in Shanghai, focuses on technology promotion and application services, with a registered capital of 498 million RMB [2] - The research institute has made one external investment, participated in 83 bidding projects, and holds 384 patent records, along with 123 administrative licenses [2]
中国石油化工股份有限公司关于召开2025年第一季度业绩说明会的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 中国石化董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 会议召开时间:2025年4月29日(星期二)上午9:00-10:00。 ● 会议召开方式:通过上海证券交易所上证路演中心("上证路演中心") (https://roadshow.sseinfo.com/home)进行网络互动。 ● 投资者可于2025年4月21日(星期一)至2025年4月25日(星期五)16:00前登录上证路演中心网站首 页点击"提问预征集"栏目或通过公司邮箱(ir@sinopec.com)进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 中国石油化工股份有限公司("中国石化"或"公司")拟于2025年4月29日发布公司2025年第一季度报 告,并计划于上午9:00-10:00举行2025年第一季度业绩说明会,就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开,公司将针对2025年第一季度业绩和经营情况与投资者进行互动交 流和沟通,在信息披露允许的范围内 ...
中国石化(600028) - 关于召开2025年第一季度业绩说明会的公告
2025-04-18 08:49
中国石油化工股份有限公司 关于召开 2025 年第一季度业绩说明会的公告 股票代码:600028 股票简称:中国石化 公告编号:2025-17 中国石化董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 投资者可于 2025 年 4 月 21 日(星期一)至 2025 年 4 月 25 日(星期五)16:00 前 登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 (ir@sinopec.com)进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 中国石油化工股份有限公司("中国石化"或"公司")拟于 2025 年 4 月 29 日发 布公司 2025 年第一季度报告,并计划于上午 9:00-10:00 举行 2025 年第一季度业绩 说明会,就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开,公司将针对 2025 年第一季度业绩和经营 情况与投资者进行互动交流和沟通,在信息披露允许的范围内就投资者普遍关注的 1 重要内容提示: ( ...
中证资源优选指数报2273.45点,前十大权重包含盐湖股份等
Jin Rong Jie· 2025-04-18 08:06
Core Viewpoint - The China Securities Resource Selection Index has shown a decline in performance over the past month, three months, and year-to-date, indicating a challenging environment for resource-related companies in the A-share market [2]. Group 1: Index Performance - The China Securities Resource Selection Index closed at 2273.45 points, with a decline of 6.22% over the past month, 2.91% over the past three months, and 2.37% year-to-date [1][2]. - The index reflects the overall performance of listed companies in the energy and materials sectors, with a base date of December 31, 2004, set at 1000.0 points [2]. Group 2: Index Composition - The top ten weighted companies in the index include Zijin Mining (8.09%), China Shenhua (3.57%), Wanhua Chemical (2.85%), China Petroleum (2.5%), and China Petrochemical (2.3%) [2]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (67.70%) and the Shenzhen Stock Exchange (32.30%) [2]. Group 3: Sector Allocation - The sector allocation of the index shows that non-ferrous metals account for 37.26%, chemicals for 26.79%, energy for 21.79%, steel for 7.21%, non-metallic materials for 5.70%, and paper and packaging for 1.25% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].
石油化工工程质量监督总站服务天津南港乙烯项目群监管纪实
Core Viewpoint - A modern chemical industrial city is emerging in the Tianjin South Port Industrial Zone, with a focus on a 1.2 million tons/year ethylene and downstream high-end new materials industry cluster project, which is expected to drive a trillion-level downstream industrial chain development [1] Group 1: Quality Assurance - The Tianjin South Port Ethylene Project Supervisory Team has adopted a three-in-one regulatory model combining daily inspections, special checks, and joint supervision, identifying 3,654 issues and completing over 300 acceptance checks in the past two years [1][2] - The team emphasizes not only the physical quality but also the management system, implementing a strict entry mechanism for supervisory engineers, with 22 passing written tests and 35 undergoing on-site assessments [2] Group 2: Technological Innovation - The use of drones for aerial inspections has allowed the team to create 3D models of the project, completing over 100 panoramic models and accumulating more than 3,000 minutes of flight time [2] - A "sky and ground" regulatory system has been established, with over 600 issues identified through a visual management platform, and a mobile enforcement platform ensuring problem rectification [2] Group 3: Talent Development - The supervisory team has developed a unique training system, including a "dual mentor system" for new employees, pairing them with professional and ideological mentors [4] - The team has organized over 50 technical training sessions in the past two years, fostering a competitive atmosphere of learning and improvement [4] Group 4: Team Dynamics - The average age of the supervisory team is 35, showcasing a young and dynamic workforce dedicated to ensuring the quality of the trillion-level chemical city construction [5]
中证沪港深500能源指数报2024.62点,前十大权重包含中国石油化工股份等
Jin Rong Jie· 2025-04-16 08:36
Group 1 - The China Securities Index for the Hong Kong-Shanghai-Shenzhen 500 Energy Index closed at 2024.62 points, with a decline of 3.20% over the past month, 8.92% over the past three months, and 12.35% year-to-date [1] - The index is composed of 11 industry categories, reflecting the overall performance of different industry securities within the index series [1] - The top ten weighted stocks in the index include China National Offshore Oil Corporation (15.64%), China Shenhua Energy (12.01%), and China Petroleum & Chemical Corporation (8.40%) [1] Group 2 - The industry composition of the index shows that coal accounts for 37.51%, integrated oil and gas companies for 34.93%, and fuel refining for 20.53% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Special circumstances may lead to temporary adjustments to the index samples, such as delisting or corporate actions like mergers and acquisitions [2]