消息面上，中国石油集团召开碳达峰碳中和会议，强调加快发展"热电氢"等新兴产业。集团旗下新成立 的新能源公司注册资本达24.23亿元。此外，中国石油通过昆仑资本参与投资中国聚变公司，布局核聚 变领域。 中国石油股价报8.69元，较前一交易日下跌0.69%。开盘价为8.74元，最高触及8.77元，最低下探8.62 元，成交金额达11.09亿元。 中国石油是我国主要的油气生产商和供应商，业务涵盖油气勘探开发、炼油化工、管道运输、销售贸 易、工程技术服务等领域。公司积极布局新能源业务，推动绿色低碳转型。 风险提示：投资有风险，入市需谨慎。 来源:金融界 资金流向方面，中国石油当日主力资金净流出9839.38万元，近五日累计净流出6831.02万元。 ...

据中央纪委国家监委驻中国石油纪检监察组、黑龙江省纪委监委消息：中国华油集团有限公司原党委委 员、副总经理罗中华涉嫌严重违纪违法，目前正接受中央纪委国家监委驻中国石油纪检监察组纪律审查 和黑龙江省伊春市监察委员会监察调查。 (本文来自第一财经) 新浪合作大平台期货开户 安全快捷有保障 ...

中央纪委国家监委网站讯 据中央纪委国家监委驻中国石油纪检监察组、黑龙江省纪委监委消息：中国 华油集团有限公司原党委委员、副总经理罗中华涉嫌严重违纪违法，目前正接受中央纪委国家监委驻中 国石油纪检监察组纪律审查和黑龙江省伊春市监察委员会监察调查。 （中央纪委国家监委驻中国石油纪检监察组、黑龙江省纪委监委） ...

Group 1 - The former member of the Party Committee and Vice General Manager of China Huayou Group, Luo Zhonghua, is under investigation for serious violations of discipline and law [1] - The investigation is being conducted by the Central Commission for Discipline Inspection and the National Supervisory Commission, along with the Heilongjiang Provincial Discipline Inspection and Supervision Commission [1]

中央纪委国家监委网站8月22日通报，据中央纪委国家监委驻中国石油纪检监察组、黑龙江省纪委监委 消息：中国华油集团有限公司原党委委员、副总经理罗中华涉嫌严重违纪违法，目前正接受中央纪委国 家监委驻中国石油纪检监察组纪律审查和黑龙江省伊春市监察委员会监察调查。 ...

中国石油化工股份(00386)发布公告，于2025年8月22日，该公司斥资2.98亿港元回购6762.4万股。 ...

格隆汇8月22日丨中国石油化工股份(00386.HK)发布公告，2025年8月22日，公司于上交所耗资人民币 9980.60万港元回购1720万股A股，回购价格每股5.77-5.86元。 ...

智通财经APP讯，中国石油化工股份(00386)发布公告，于2025年8月22日，该公司斥资2.98亿港元回购 6762.4万股。 ...

Investment Rating - The report rates the chemical industry as "Outperforming the Market" [1] Core Views - The report highlights the recent price movements in lithium carbonate, international oil prices, and organic silicon prices, with a focus on the implications of these changes for various sub-industries [1][7] - Key areas of focus for August include mid-year report trends, the impact of "anti-involution" on supply in related sub-industries, the importance of self-sufficiency in electronic materials companies, and stable dividend policies in energy companies [1][8] Industry Dynamics - In the week of August 11-17, 2025, among 100 tracked chemical products, 28 saw price increases, 42 saw declines, and 30 remained stable. Overall, 57% of products had a month-on-month average price increase, while 37% saw a decrease [2][7] - The average price of lithium carbonate increased by 17.48% compared to the previous week, reaching 84,000 CNY/ton, marking a cumulative increase of 41.18% since June 20 [2][7] - International oil prices fell, with WTI crude oil futures closing at 62.80 USD/barrel (down 1.69%) and Brent crude at 65.85 USD/barrel (down 1.11%) [2][7] - Organic silicon prices decreased by 8.00% to an average of 11,500 CNY/ton, attributed to weak terminal demand and the conclusion of pre-sale orders [2][7] Investment Recommendations - The report suggests focusing on mid-year report trends, the effects of "anti-involution" on supply, the significance of self-sufficiency in electronic materials, and the stability of dividend policies in energy companies [1][8] - Long-term investment themes include the sustained high prices of crude oil, the ongoing recovery of the oil service industry, and the rapid development of downstream industries, particularly in new materials [8] - Recommended stocks include China Petroleum, China National Offshore Oil Corporation, China Petrochemical Corporation, and several technology and chemical companies [8][9]

该行预计，中石化第三季的盈利将略为改善。期内油价较上季稳定，相信原油库存对盈利的负面影响较 小。此外，由于第三季是化学品的传统旺季，化学品业务的利润或会上升。长期而言，该行相信中国的 反内卷措施，加上海外产能退出，将推高炼油的基本面。另外，公司将其全年资本开支指引下调5%。 瑞银发布研报称，中国石油化工股份(00386)上半年纯利同比跌40%至215亿元人民币，符合其早前发出 的盈利预告。公司第二季溢利82亿元人民币，同比降53%，按季跌38%。该行将公司目标价由5.3港元微 降至5.2港元，但相信以长期而言，炼油业的基本面将会复苏，因此维持"买入"评级。 ...