FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國石油化工股份有限公司 呈交日期： 2025年10月14日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00386 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事 ...

企查查APP显示，近日，中石化循环利用科技有限公司成立，法定代表人为李楚新，注册资本2亿元， 经营范围包括再生资源加工、再生资源销售、新材料技术推广服务、工业互联网数据服务等。企查查股 权穿透显示，该公司由中国石化(600028)间接全资持股。 ...

中石化大连院自主研发高稳定电解液、一体化密封电堆结构创新和安全环保容量恢复工艺，核心技术取 得突破，解决了制约产业化的关键问题。该项目投用后，成功构建"光伏+储能+充电"分布式综合能源 单元，太阳能转化的清洁电力可优先储存，并按需智能释放，显著提升局部电网调节能力与供电韧性， 实现新能源就地消纳和灵活调度。下一步，中石化大连院将持续推进技术迭代和规模化应用，为城市能 源结构优化、构建绿色低碳能源体系提供支撑。 中化新网讯 近日，中石化(大连)石油化工研究院有限公司(简称中石化大连院)自主研发的125千瓦铁铬 液流电池储能系统在中石化河北石油中心庄6兆瓦光伏场站成功投用。项目交流侧能效超70%，实现光 伏、储能、充电一体化融合，标志着中石化长时储能技术系统集成和工程化获新突破。 ...

Core Insights - The article discusses significant financial metrics and trends relevant to the industry, highlighting key performance indicators and their implications for investment opportunities. Group 1 - The company reported a revenue of 41.9 billion, indicating a substantial growth compared to previous periods [1] - The financial performance reflects a trend of increasing profitability, which may attract potential investors [1] - The analysis suggests that the company's market position is strengthening, supported by favorable economic conditions [1]

Core Insights - The latest U.S. sanctions on a major Chinese crude oil terminal have led Sinopec to divert a supertanker and reduce crude processing rates at some refineries [1][2][4] Group 1: Impact of U.S. Sanctions - The U.S. imposed sanctions on the Rizhao Shihua Crude Oil Terminal, which is partially owned by Sinopec, for receiving Iranian oil on sanctioned vessels [4] - Following the sanctions, Sinopec instructed several subsidiary refineries to cut their operation rates to 80% for the remainder of October [2] - Sinopec's crude oil processing is expected to decrease by approximately 3.36% in October, translating to about 5.16 million barrels per day [2] Group 2: Changes in Shipping and Logistics - A supertanker, the New Vista, originally scheduled to discharge at Rizhao, has changed its destination to Ningbo and Zhoushan ports [3] - The New Vista, chartered by Sinopec's trading arm Unipec, has a capacity of 2 million barrels and is currently carrying Abu Dhabi's Upper Zakum crude grade [3] Group 3: Significance of the Rizhao Terminal - The Rizhao terminal accounts for one-fifth of Sinopec's crude oil imports, highlighting its importance in the company's supply chain [5]

EE305 v 1.3.0 Page 1 of 17 v 1.3.0 FF305 | | | B. Shares redeemed or repurchased for cancellation but not yet cancelled as at the closing balance date (Notes 5 and 6) | | □ Not applicable | | | | --- | --- | --- | --- | --- | --- | --- | | 1). | Shares repurchased for cancellation but not yet cancelled | 5,410,000 | 0.02 % | HKD | 4 09 | + | | | Date of changes 22 September 2025 | | | | | | | 2). | Shares repurchased for cancellation but not yet cancelled | 5,506,000 | 0.02 % | HKD | 4.08 | | | | 23 Septemb ...

Investment Rating - The report maintains an "Outperform" rating for the oil and petrochemical sector [1]. Core Views - The Israeli government's approval of the Gaza ceasefire agreement has led to a continued decline in oil prices, with WTI crude futures dropping by 4.15% and Brent crude by 3.53% during the specified period [6]. - Geopolitical tensions remain, particularly with the U.S. halting diplomatic engagement with Venezuela and potential military escalations, which could disrupt Venezuelan oil supplies [6]. - OPEC+ plans a cautious production increase of 137,000 barrels per day in November 2025, but Russia advocates for maintaining current production levels to avoid downward pressure on oil prices [6]. - The EIA has raised its short-term price forecasts for WTI to $65 per barrel and Brent to $68.64 per barrel, while also slightly increasing U.S. oil production expectations to 13.53 million barrels per day [6]. - The report highlights a tightening supply in the fluorochemical sector, with prices for popular refrigerants like R32 and R134a remaining stable at high levels due to production constraints and increasing demand from the air conditioning and automotive sectors [6]. Summary by Sections Oil and Petrochemicals - The report discusses the impact of geopolitical events on oil prices, noting a significant drop in both WTI and Brent crude prices following the ceasefire agreement [6]. - It tracks OPEC+ production strategies and U.S. oil production forecasts, indicating a cautious approach to increasing supply amidst fluctuating demand [6][7]. Fluorochemicals - The fluorochemical market is experiencing a tight supply for popular refrigerants, with stable high prices due to production limitations and recovering demand in the domestic market [6]. - The report notes a projected increase in production for household air conditioners and automotive refrigerants, driven by government incentives [6]. Investment Recommendations - The report suggests focusing on the oil and petrochemical sector, particularly on companies with resilient earnings such as China National Petroleum, Sinopec, and CNOOC [7]. - In the fluorochemical sector, it recommends companies leading in third-generation refrigerant production and upstream fluorite resources [7]. - The semiconductor materials sector is also highlighted, with a positive outlook due to inventory reduction trends and domestic substitution [7].

中国石油化工股份(00386)公布，2025年10月13日耗资约1279.32万元回购242万股A股股份。 ...

格隆汇10月13日丨中国石油化工股份(00386.HK)发布公告，2025年10月13日耗资人民币1279.32万元回 购242万股A股，回购价格每股5.27-5.3元。 ...

智通财经APP讯，中国石油化工股份(00386)公布，2025年10月13日耗资约1279.32万元回购242万股A股 股份。 ...