00:5811月8日至9日，"中能福石""乌兰德"两艘LNG运输船舶先后顺利靠泊中石化天津LNG接收站，标 志着今年供暖季天津港首次实现双LNG船舶同时在港接卸作业。此次两艘船舶共卸载液化天然气16.6万 吨，可满足京津冀地区1600多万户家庭1个月的用气采暖需求，为即将到来的冬季供暖工作及天津市供 热系统热态调试"添薪加气"。为保障此次双船同靠作业高效顺畅，天津边检总站大港边检站针对重点能 源物资运输船舶特性，打破传统分头登轮模式，联合大港海事、大港海关等口岸单位，开展联合登临检 查，大幅压缩船舶通关时间，确保LNG卸载作业"零等待"。作者：李帅、司瑶新华社音视频部制作 ...

相关事件 中国石油化工股份(00386.HK)11月7日耗资1356.7万港元回购317万股 中国石油化工股份(00386.HK)11月 6日耗资1010.66万港元回购239.8万股 中国海洋石油(00883.HK)拟开展套期保值业务 中国海洋石油 (00883.HK)：前三季度归母净利润1019.7亿元 同比下降12.6% 港股异动丨三桶油继续上涨 中国石油股份 涨超3% 创2008年4月以来新高 中国石油股份(00857.HK)：周松辞任监事及监事会主席职务 港股三桶油持续上涨行情，其中，中国石油股份涨超2%续刷阶段新高，并且录得7连涨行情，中国海洋 石油涨1.13%，中国石油化工涨约1%。 消息上，国内成品油新一轮调价窗口将于11月10日24时开启。 综合机构观点，本次调价或将出现年内第七次上调。按目前幅度计算，本轮成品油零售限价上调确认 后，私家车单次加满一箱50升的92#汽油后将多花5.5元。 国际油价方面，亚洲早盘，油价在区间波动中 微涨。有预测认为，受非欧佩克国家强劲的供应增长和温和的需求预期推动，2025-2026年库存将大幅 增加。另一方面，持续的供应干扰风险、欧佩克+参差不齐的履约情况以 ...

Core Viewpoint - The China International Import Expo (CIIE) serves as a significant platform for promoting economic globalization and mutual benefit, showcasing China's commitment to openness and collaboration with the world [1][5]. Group 1: Event Overview - The eighth CIIE attracted over 4,000 participating companies, including nearly 300 Fortune 500 and industry-leading firms, marking a historical high in exhibition area and scale [1]. - The event has evolved from a "global premiere" to a "world sharing" platform, emphasizing China's high-level openness and its role in the global economy [1]. Group 2: Participation of Multinational Corporations - Schneider Electric's executive vice president highlighted the company's commitment to the Chinese market, showcasing its dual transformation in digitalization and green low-carbon initiatives [2]. - Bosch has consistently deepened its investment in China, expanding its operations and launching a global R&D center to connect local innovations with global markets [2]. - Honeywell introduced eight new products and signed 26 strategic cooperation agreements, reflecting its strong confidence in the Chinese market [2][3]. - ABB has launched over 320 innovative exhibits and signed more than 110 strategic cooperation agreements at the CIIE, demonstrating its commitment to practical collaboration [2]. Group 3: Long-term Impact and Innovation - The CIIE has a long-term spillover effect, fostering deep interactions between China and the world in industrial resonance, innovation integration, and ecological co-construction [3]. - The "Innovation Incubation Zone" featured over 500 innovative projects in fields such as green low-carbon technology and new materials, highlighting the importance of small and innovative enterprises [4]. - Danish multinational Danfoss emphasized its commitment to low-carbon innovations and deepening cooperation with Chinese clients, showcasing the event's inclusivity [4]. Group 4: Economic Cooperation and Data - During the 2025 CIIE, Sinopec signed contracts with 34 partners from 17 countries, covering 24 product categories with a total contract value exceeding $40.9 billion [4]. - Since 2018, Sinopec has signed contracts worth over $325 billion at the CIIE, indicating strong global interest in the Chinese market [4]. Group 5: China's Global Role - China is committed to expanding its openness and high-quality development, aiming to create a new economic system that benefits the world [5]. - The CIIE symbolizes China's role as a global opportunity provider, showcasing a more open, inclusive, and confident China [5].

证券时报数据宝统计显示，11月7日有43家香港上市公司进行了股份回购，合计回购2424.48万股，回购 金额1.63亿港元。 11月7日港股公司回购一览 | 代码 | 简称 | 回购股数(万 | 回购金额(万 | 回购最高价 | 回购最低价 | 年内累计回购金额(万 | | --- | --- | --- | --- | --- | --- | --- | | | | 股) | 港元) | (港元) | (港元) | 港元) | | 06186 | 中国飞鹤 | 600.00 | 2608.34 | 4.360 | 4.340 | 31046.56 | | 01919 | 中远海控 | 140.80 | 1985.89 | 14.230 | 13.800 | 467782.69 | | 02171 | 科济药业-B | 87.65 | 1377.93 | 16.000 | 15.180 | 4775.51 | | 00386 | 中国石油化工 | 317.20 | 1356.73 | 4.300 | 4.250 | 98184.03 | | | 股份 | | | | | | | 02018 | 瑞声科技 | ...

面对风云变幻的国际油价，国内"三桶油"——中石油、中石化、中海油，在刚刚过去的三个季度里，都 经历了一场利润承压的挑战。与其说"日子不好过"，不如说是各自在时代浪潮中，以不同的姿态应对着 转型与变革。 化工板块的困境，无疑是中石油和中石化今年最为头疼的问题。中石化化工板块前三季度亏损高达 74.29亿元，亏损额度甚至超过了去年同期；中石油化工业务利润虽然为正，但也几乎腰斩。化工行业 的产能过剩和需求不振，如同两座大山，压得企业喘不过气。国内化工新增产能不断释放，乙烯等基础 化工品供应过剩，而下游工业生产活动减少，房地产市场低迷，导致化工品消费需求疲软。 尽管面临困境，中石化仍然保持乐观，认为化工行业终将走出低谷，随着经济的稳定增长和落后产能的 淘汰，市场将逐渐恢复平衡。然而，转型之路并非坦途。中石化大力推进"油转化""油转特"，中石油则 致力于向炼化生精材产业链中高端转型。这些转型都需要时间和投入，短期内化工板块的亏损恐怕难以 避免。 除了化工板块的"急性痛"，成品油销售的下滑则是一种"慢性病"。前三季度，中石油汽油销量同比下降 3.1%，中石化境内成品油销量同比下降3.6%。新能源汽车的快速普及，正在深刻地 ...

中国石化江苏石油分公司（简称"江苏石油"）成立于1953年，1998年划入中国石化集团，主营成品油、 天然气、易捷服务等业务，是江苏省成品油供应的"主渠道、顶梁柱"。 "十四五"时期，江苏石油完整准确全面贯彻新发展理念，主动服务构建新发展格局，实现成品油经营总 量超8000万吨，销售收入较"十三五"时期增长超18%，不断为"强富美高"新江苏现代化建设作出新贡 献。 端牢能源饭碗勇立发展潮头 在营加油站超2500座、每天为超140万辆车服务，作为省内成品油供应"主渠道、顶梁柱"，江苏石油以 实际行动彰显央企使命担当，已建立省级应急储备库存，确保成品油能源安全、供应稳定、运输成本节 约，护航经济平稳运行。 努力推进化石能源洁净化、洁净能源规模化，江苏石油建设LNG（液化天然气）加气走廊骨干网，保 障江苏52%的车用供应，2022年至2024年，LNG零售量年均增长率达41%。2021年5月，江苏石油首座 加氢站——中国石化江苏南京高淳城北科技新城加氢站建成投运，截至目前，江苏石油已在全省建成13 座加氢站，按照"以油育氢、油氢合建"原则，构建加氢走廊骨干网络。 顺应绿色发展潮流，江苏石油正坚定向"净零"排放迈进。 ...

2025 年 11 月 9 日 行业研究 OPEC+暂停增产改善供给过剩，地缘紧张有望支撑油价 ——石油化工行业周报第 427 期（20251103—20251109） 要点 需求担忧持续，本周油价下跌。本周 OPEC+宣布将于 26 年 1 月起暂停增产， 但四季度全球原油需求低迷，美国炼厂开工率下行、原油库存上升反映原油供 需压力增加，引发市场对原油需求的担忧，油价持续下跌。截至 11 月 7 日， 布伦特、WTI 原油分别报收 63.70、59.84 美元/桶，较上周收盘分别下跌 1.4%、 1.7%。 OPEC+暂停增产，反映 OPEC+平衡油价诉求。11 月 2 日，OPEC+在线上会 议后宣布将于 12 月增产 13.7 万桶/日，并将于 2026 年 1-3 月暂停增产计划。 在 25 年四季度至 26 年一季度原油需求预期低迷、累库风险预期走高的背景 下，OPEC+通过暂停增产释放平衡油价的诉求。2025 年 9 月，OPEC+原油产 量为 4304 万桶/日，较 2024 年 12 月上升 239 万桶/日，其中 OPEC+自愿减 产 8 国产量上升 241 万桶/日。OPEC+重申将根据原 ...

Core Insights - The eighth China International Import Expo (CIIE) showcased China's commitment to expanding economic cooperation, with energy state-owned enterprises (SOEs) signing contracts exceeding $73.5 billion [1][2] - The event marked a significant economic diplomatic activity following the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China, emphasizing the potential for international trade and investment [2] Energy SOEs Performance - China Petroleum and Chemical Corporation (Sinopec) signed contracts worth over $40.9 billion with 34 partners from 17 countries, covering 24 product categories including crude oil and chemicals [2] - China National Petroleum Corporation (CNPC) signed 43 procurement agreements totaling $17.485 billion with 41 global partners, indicating a stable increase compared to last year's figures [2] - China National Offshore Oil Corporation (CNOOC) achieved a record signing amount of over $13 billion, focusing on crude oil, natural gas, and deep-water oil and gas equipment [3] - China National Nuclear Corporation (CNNC) and its subsidiaries signed eight contracts related to nuclear fuel components and natural uranium, promoting global nuclear energy innovation [3] Power Sector Developments - China Huaneng Group signed agreements for gas turbine equipment and maintenance services, supporting clean energy project development [3] - China Datang Corporation collaborated with six foreign companies on renewable energy, gas turbines, and green hydrogen projects [3] - State Power Investment Corporation signed contracts worth nearly $300 million with eight international firms, showcasing confidence in international cooperation and energy transition [3] - China Energy Engineering Group signed procurement agreements totaling $1.828 billion, setting a new historical record [3] Strategic Cooperation and Future Directions - The 20th Central Committee emphasized high-level opening up and expanding bilateral investment cooperation, aligning with the goals of the Belt and Road Initiative [4] - Since the first CIIE in 2018, energy SOEs have signed contracts worth $144.785 billion with 232 international suppliers, reflecting a commitment to global energy development [4] - CNOOC's chairman highlighted the importance of open cooperation for energy security and the need for green transformation and technological innovation [5] - CNPC's general manager called for a new paradigm of energy cooperation based on fairness, resilience, and sustainability [5] - Sinopec's general manager expressed a desire to enhance technological innovation and promote sustainable development in the energy and chemical sectors [6] - CNNC's executive emphasized the role of digitalization in enhancing the global nuclear industry’s competitiveness and fostering resilient supply chains [6]

图①：在第八届进博会农食产品展区的拜耳种业展台，参观者被各种新鲜 蔬菜吸引。 人民网记者 翁奇羽摄 图②：第八届进博会国家展中国馆，机器人进行书法展示。 王 初摄（影像中国） 人民网记者 翁奇羽摄 举办进博会，是中国着眼于推动新一轮高水平对外开放作出的重大决策，是中国主动向世界开放市场的 重大举措。本届进博会，展出461项新产品、新技术、新服务，让中国大市场成为全球创新的试验场、 利润场、应用场。中国企业利用进博会这一平台，积极沟通对话、对接资源，为自身发展注入新动能、 打开新空间，通过深化技术创新、产业合作，进一步满足国内需求，提高人民生活品质。记者走入进博 会现场，聆听共谋发展、共享机遇的生动故事。 图③：强生展台展出的腔镜手术机器人系统。 本报记者 吴 凯摄 图④：第八届进博会通用电气展台展出的发动机模型。 唐 克摄（人民视觉） 11月7日，第八届进博会技术装备展区，参观者络绎不 绝。 ——编 者 多元采购 充实美好生活 本报记者 罗珊珊 王 珂 从小麦、玉米等大宗谷物，到葡萄酒、椰子水等消费品；从东南亚、中亚到北美……进博会上，中粮集 团采购清单全球化、多元化趋势凸显。 "我们将中国大市场与全球优质资 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and confidence in its stock performance [2] Summary by Category Share Buyback Activity - On November 7, Sinopec repurchased 3.172 million shares at a price range of HKD 4.250 to HKD 4.300, totaling HKD 13.5673 million [2] - The stock closed at HKD 4.290 on the same day, reflecting a 0.94% increase, with a total trading volume of HKD 478 million [2] - Since October 30, the company has conducted buybacks for seven consecutive days, acquiring a total of 26.324 million shares for a cumulative amount of HKD 110 million, with the stock rising 1.66% during this period [2] Year-to-Date Buyback Summary - Year-to-date, Sinopec has executed 31 buyback transactions, repurchasing a total of 215 million shares for a total expenditure of HKD 982 million [2] Detailed Buyback Data - A detailed table of buyback activities shows the number of shares repurchased, highest and lowest prices, and total amounts for each transaction, highlighting significant buyback days such as August 22, where 67.624 million shares were bought at a total cost of HKD 297.7214 million [2]