更重要的是，重组强化了国内航油自主保障能力，即便面对极端国际局势，也能缓解航空能源供应冲 击，保障民航运输网络稳定运行。从更宏观的视角看，航空燃料作为关键战略物资，其供应安全直接关 系到国家应急保障、国防运输等重要领域，此次重组无疑为国家能源安全增添了重要砝码。 当然，央企重组绝非"一合就灵"，其成效最终取决于能否实现深度融合。两家规模庞大、发展历程不同 的央企，在价值理念、管理模式等方面必然存在差异，如何避免"整而不合"，实现"心往一处想、劲往 一处使"，需要下功夫。 国务院国资委近日发布消息，经国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司 实施重组。 油气领域两大央企的"历史性握手"，不仅是新一轮央企重组的标志性事件，更折射出我国在复杂国际形 势下，筑牢能源安全屏障、抢占绿色转型先机的战略考量。此次重组将带来哪些重大影响？ 航空燃料产业更具竞争力。当今世界，能源格局正经历前所未有的动荡与重塑。全球能源竞争焦点加速 向清洁能源产业链主导权转移，地缘政治冲突与市场波动交织，给我国能源供应链带来持续挑战。随着 我国成品油消费逐渐达峰，航空煤油将成为唯一增长极。航空燃料稳定供应，直接关系到交通运 ...

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市 公司传播ESG理念，提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 2025年，中国众多优质企业纷纷以实际行动践行环境、社会及公司治理层面的责任与使命，持续深耕可 持续发展领域；与此同时，国内金融机构亦在ESG责任投资领域稳步前行，将ESG投资理念全面融入融 资授信、资产管理等全业务流程，以金融力量赋能可持续发展。 本着"公平、公正、公开"原则，依托权威ESG评级数据库，新浪财经于2025年11月启动了2025中国企业 ESG"金责奖"评选，旨在嘉奖那些对中国ESG事业做出卓越贡献的企业和机构。"金责"二字，取意"责任 像金子一样宝贵与厚重"，不仅意在表达业界对负责任企业的认可，更旨在为我国更多企业增添ESG发 展的动力。 自本次评选11月开启报名，共吸引了超5000家企业参评，历经三个多月的激烈角逐，结合ESG综合绩 效、专业评审打分及网络投票结果，2025中国企业ESG"金责奖"评选获奖名单现正式出炉。 经综合评定，遴选出十个奖项类别下的优秀企业。被评为2025中国企业ESG"金责奖"最佳社会S责任奖 ...

证券之星消息，根据天眼查APP-财产线索数据整理，根据中国石化物资装备部（国际事业公司）1月12 日发布的《中国石化物资装备部（国际事业公司）C海南炼化原油直接蒸汽裂解制乙烯首台套工业示范 装置1台高压锻钢阀（监造）20260104询比采购采购结果公告》内容显示，中核苏阀科技实业股份有限 公司中标，详情如下： 标题：中国石化物资装备部（国际事业公司）C海南炼化原油直接蒸汽裂解制乙烯首台套工业示范装置 1台高压锻钢阀（监造）20260104询比采购采购结果公告 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：中国石化物资装备部（国际事业公司） 供应商：中核苏阀科技实业股份有限公司 中标金额： 地区：北京市 发布日期：2026-01-12 通过天眼查大数据分析，中核苏阀科技实业股份有限公司共对外投资了15家企业，参与招投标项目 23676次；财产线索方面有商标信息37条，专利信息580条，著作权信息6条；此外企业还拥有行政许可 42个。 数据来源：天眼查APP ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][12]. Group 1: ESG Development and Awards Overview - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][12]. - The award selection attracted over 5,000 companies, with results based on ESG performance, online voting, and professional evaluations [2][12]. Group 2: Award Categories and Winners - The award categories include Excellent Environmental Responsibility Award, Excellent Social Responsibility Award, Excellent Corporate Governance Responsibility Award, Excellent Responsibility Initiative Award, Excellent Sustainable Development Award, and various responsibility investment awards [1][12]. - Notable winners of the Excellent Environmental Responsibility Award include Great Wall Motors, Hikvision, and China Petroleum [7][24]. - The Excellent Social Responsibility Award was awarded to companies such as YF Communication, ZTE, and Ningde Times [7][24]. - Winners of the Excellent Corporate Governance Responsibility Award include China Petroleum, Hikvision, and WuXi AppTec [7][24]. - The Excellent Responsibility Initiative Award was given to companies like ZTE, Sunlight Power, and Industrial and Commercial Bank of China [7][24]. - The Excellent Sustainable Development Award included companies such as WanHua Chemical, China Bank, and China Petroleum [7][24]. Group 3: Responsibility Investment Awards - The Responsibility Investment Excellent Bank Award was given to institutions like CITIC Bank and Minsheng Bank [5][21]. - The Responsibility Investment Excellent Securities Company Award included firms such as Shenwan Hongyuan and CITIC Securities [5][22]. - The Responsibility Investment Excellent Insurance Company Award recognized companies like New China Life and AIA [5][26]. - The Responsibility Investment Excellent Fund Company Award included firms such as Xinhua Fund and Harvest Fund [5][27]. - The Responsibility Investment Excellent Asset Management Institution Award recognized institutions like Ping An Asset Management and Sunshine Asset Management [5][28]. Group 4: Call to Action and Future Directions - The award committee encourages more Chinese enterprises to integrate ESG principles into their operations and strategic planning, emphasizing the importance of balancing commercial and social values [10][29].

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][18]. Group 1: Award Categories and Winners - The award includes ten categories: Best Environmental Responsibility Award, Best Social Responsibility Award, Best Corporate Governance Responsibility Award, Best Responsibility Initiative Award, Annual Sustainable Development Award, Best Responsible Investment Bank Award, Best Responsible Investment Securities Company Award, Best Responsible Investment Insurance Company Award, Best Responsible Investment Fund Company Award, and Best Responsible Investment Asset Management Institution Award [1][18]. - The Best Environmental Responsibility Award winners include: Sungrow Power Supply, Industrial Fulian, Kweichow Moutai, Geely Automobile, Haier Smart Home, Hisense Visual Technology, Linyang Electronics, Tongwei Co., Weichai Power, and Luxshare Precision [10][28]. - The Best Social Responsibility Award winners include: China Shenhua, China General Nuclear Power, China Resources Sanjiu, Sinopec, Shougang, Wuliangye, Yangtze Power, China Telecom, China Oilfield Services, and LONGi Green Energy [10][28]. - The Best Corporate Governance Responsibility Award winners include: Zijin Mining, SF Holding, ZTE Corporation, Industrial Fulian, JA Solar, Sany Heavy Industry, Nanjing Steel, Bright Dairy, TCL Zhonghuan, and Fuyao Glass [10][28]. - The Best Responsibility Initiative Award winners include: FiberHome Technologies, Wens Foodstuff Group, Haitian Flavoring and Food, Aier Eye Hospital, Yunnan Baiyao, Anker Innovations, Kingfa Sci. & Tech., Huatai Securities, Silex, and Hainengda [11][28]. - The Annual Sustainable Development Award winners include: China General Nuclear Power, Sungrow Power Supply, Kweichow Moutai, Contemporary Amperex Technology, Zijin Mining, Hikvision, Yili, Baosteel, Chint Electric, and China Mobile [11][28]. Group 2: Responsible Investment Awards - The Best Responsible Investment Bank Award winners include: Agricultural Bank of China, Industrial and Commercial Bank of China, China Construction Bank, China Merchants Bank, Industrial Bank, and Bank of China [11][28]. - The Best Responsible Investment Securities Company Award winners include: Guotai Junan, Everbright Securities, CITIC Securities, Huatai Securities, and CICC [12][28]. - The Best Responsible Investment Insurance Company Award winners include: China Life Insurance, China Ping An, China Pacific Insurance, China Re, Sunshine Insurance, and China Life [13][28]. - The Best Responsible Investment Fund Company Award winners include: Bosera Funds, Southern Fund, China Asset Management, Penghua Fund, Huitianfu Fund, and E Fund [14][28]. - The Best Responsible Investment Asset Management Institution Award winners include: China Life Asset Management, Huaxia Wealth Management, Xingyin Wealth Management, Taikang Asset, Taikang Asset, and Galaxy Investment [15][28]. Group 3: ESG Development Context - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][18]. - The ESG performance of enterprises is now a compliance requirement, linking commercial value with social value [1][18]. - The ESG rating center aims to promote sustainable development and responsible investment, enhancing the ESG performance of listed companies [17][34].

| 代码 | 名称 | 最新价 涨跌幅 √ | | --- | --- | --- | | 00883 | 甲国海洋石油 | 22.240 2.68% | | 00857 | 中国石油股份 | 8.460 2.42% | | 00338 | 上海石油化工股 | 1.480 1.37% | | 00386 | 中国石油化工股 | 4.880 1.24% | 港股三桶油集体拉升上涨，其中，中国海洋石油涨近3%，中国石油股份涨2.5%，中国石油化工涨超1% 并且刷新阶段新高。 消息上，北京时间今日凌晨4:00至4:10的10分钟内，WTI原油与布伦特原油从逾2%的涨幅到倒跌2%， 此前特朗普称已被告知伊朗的"杀戮"正在停止。美、布两油在纽约尾盘短线拉升近1美元，目前油价保 持相对平稳。近期，伊朗政府多次敦促美国和以色列立即停止破坏伊朗局势稳定的行为。伊朗军事专家 穆加达姆表示，目前美以正在对伊朗发动一场"混合战争"。他认为，当下发生战争的风险在不断提高。 另外，IEA表示，委内瑞拉石油业经历多年的荒废之后，恢复石油生产将需要时间。官方数据显示，委 内瑞拉由于数十年的管理不善、缺乏投资以及受到制裁等，原油产量只占产能 ...

报告摘要 1.重点行业和产品情况跟踪 2.核心观点 炼化：油价近期稳步运行，受地缘政治冲突、OPEC+停止增长以及需求旺季到来等因素的影响，未来 有望有进一步反弹，进而带动炼化企业景气度回升。建议关注：恒力石化、卫星化学、宝丰能源、万华 化学等。 生物航煤（SAF）：生物航煤作为可再生绿色能源，未来发展潜力巨大，日益受到重视，建议关注：卓 越新能等。 风险提示：下游需求不及预期、产品价格下跌、安全环保风险等。 原油价格小幅上涨。委内瑞拉、伊朗局势紧张程度不断加剧，推动原油的地缘政治风险溢价上升。另 外，OPEC+举行简短会议，决定暂时停止2026 年第一季度产量增长计划，维持当前原油产量不变。 2025 年四季度以来，OPEC+流露出降低扩产速度的意愿，从而改善市场对原油供给增加的担忧，未来 有望根据原油市场变化决定原油产量，并将油价维持在一个相对合理的水平。受以上因素影响，截至1 月11 日，WTI 油价收于58.84 美元/桶，Brent 油价收于63.02 美元/桶，分别较上周上涨了2.71%和 3.65%。 中国石化与中国航油重组提升市场对SAF 的关注。2026 年1 月8日，经国务院批准，中国石化 ...

国务院国资委近日发布消息，经国务院批准，中国石油化工集团有限公司与中国航空油料集团有限 公司实施重组。 油气领域两大央企的"历史性握手"，不仅是新一轮央企重组的标志性事件，更折射出我国在复杂国 际形势下，筑牢能源安全屏障、抢占绿色转型先机的战略考量。此次重组将带来哪些重大影响？ 航空燃料产业更具竞争力。当今世界，能源格局正经历前所未有的动荡与重塑。全球能源竞争焦点 加速向清洁能源产业链主导权转移，地缘政治冲突与市场波动交织，给我国能源供应链带来持续挑战。 随着我国成品油消费逐渐达峰，航空煤油将成为唯一增长极。航空燃料稳定供应，直接关系到交通运输 体系顺畅与国家战略通道安全。长期以来，我国航空燃料产业呈现生产与销售分离的格局，上游炼化企 业与终端供应体系缺乏深度协同，在面对国际巨头时，产业链整体竞争力有待提升。 此次重组恰好破解了这一结构性难题。中石化是我国最大的成品油和航油生产商，是世界第一大炼 油公司、第二大化工公司。中航油是亚洲最大的集航空油品采购、运输、储存、检测、销售、加注于一 体的航空运输服务保障企业。中石化的上游生产与炼化优势，与中航油的航油供应及物流网络形成完美 互补，构建起从原油炼化到机场加注 ...

这次中国石化和中国航油的合并，背后的故事可不简单。 你相信吗？ 曾经在各自领域"独霸一方"的中国石化和中国航油，竟然能在2024年头一回联手，开启央企重组的新纪元。 这种看似"天作之合"的操作，不只是企业间的简单合并，而是把整个能源行业的牌局都重新洗了一遍。 专家们早早就预测，央企重组能带来的效益，远比行业平均水平高出不少。 中国企业改革与发展研究会的最新数据也显示，五年来能源和交通领域的重组效果最为显著，让人不得不佩服央企的"大手笔"。 国资委的战略布局，实际上是在为中国整体能源升级铺路。 用网友的话来说，这简直就是"强强联合，冲向世界舞台"。 如果你还记得2021年，那年中化集团和中国化工集团在北京合体，成立中国中化控股有限公司，全球化工市场都为之一震。 这样的重组，不仅让中国企业在国际市场上更有话语权，还打破了国外巨头在高端化工领域的壁垒。 说回这次重组的核心亮点，就是让航空燃料的生产和供应彻底连成一条线。 原来中国石化干自己的，中国航油管运输，效率总是差点意思。 现在一合并，所有流程变得顺畅，航油价格也更有竞争力。 最新航运协会数据显示，2023年中国大机场的航油加注效率提升了12%，这背后靠的正是资 ...

Core Viewpoint - The restructuring of China Petroleum & Chemical Corporation (Sinopec) and China National Aviation Fuel Group (CNAF) marks a significant event in the context of state-owned enterprise (SOE) reforms, aimed at enhancing energy security and seizing opportunities in green transformation amidst complex international circumstances [1] Group 1: Impact on Aviation Fuel Industry - The restructuring is expected to enhance the competitiveness of the aviation fuel industry, as the global energy landscape is undergoing unprecedented changes, with a shift towards clean energy and ongoing geopolitical conflicts affecting energy supply chains [1] - The integration of Sinopec's upstream refining capabilities with CNAF's logistics and supply network creates a complete industrial chain from crude oil refining to airport fueling, addressing the historical separation of production and sales in China's aviation fuel sector [2] Group 2: Green Transition in Aviation - The restructuring supports the green transition in the aviation sector, which is under significant pressure to reduce carbon emissions, with Sustainable Aviation Fuel (SAF) recognized as a key pathway for low-carbon development [2][3] - Sinopec's leadership in SAF technology and production, combined with CNAF's control over airport storage and fueling systems, facilitates the market entry of SAF, potentially lowering development costs and accelerating its large-scale application [3] Group 3: Economic and Stable Fuel Supply - The restructuring aims to create a more stable and economical aviation fuel supply by reducing the fragmented supply chain, which has historically made prices vulnerable to international market fluctuations [3] - By internalizing transactions and optimizing resource allocation, the restructuring is expected to stabilize fuel prices, making travel costs more manageable for consumers and alleviating financial pressures on airlines [3] Group 4: Strategic Importance and Challenges - The restructuring enhances domestic aviation fuel security, ensuring stable supply even in extreme international situations, which is crucial for national emergency response and defense transportation [3] - However, the success of the restructuring depends on achieving deep integration between the two large SOEs, addressing differences in values and management styles, and ensuring that the benefits of scale do not lead to monopolistic practices [4]