Workflow
PETROCHINA(00857)
icon
Search documents
可燃冰板块12月16日涨0.07%,中国石油领涨,主力资金净流出5.89亿元
Sou Hu Cai Jing· 2025-12-16 09:24
证券之星消息,12月16日可燃冰板块较上一交易日上涨0.07%,中国石油领涨。当日上证指数报收于 3824.81,下跌1.11%。深证成指报收于12914.67,下跌1.51%。可燃冰板块个股涨跌见下表: 从资金流向上来看,当日可燃冰板块主力资金净流出5.89亿元,游资资金净流出8074.16万元,散户资金 净流入6.69亿元。可燃冰板块个股资金流向见下表: 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。 ...
供应端扩产高峰已过,“反内卷”助力景气度回升
Investment Rating - The report assigns a "Strong Buy" rating for the chemical industry, indicating a positive outlook for investment opportunities [2]. Core Insights - The chemical industry is currently at the bottom of the cycle, with the "anti-involution" trend expected to accelerate the optimization of the competitive landscape, driving an upward trend in industry prosperity. Leading companies are likely to see improvements in both profitability and valuation, with recommendations for companies such as Wanhua Chemical, Hualu Hengsheng, China Petroleum, Baofeng Energy, and New Hope Liuhe [3]. - The report highlights the importance of self-discipline in production cuts within sub-industries like polyester filament, agrochemicals, fluorochemicals, and organosilicon, recommending companies such as Tongkun Co., New Fengming, Lier Chemical, and others [3]. - The refining industry, currently at a cyclical low, is expected to benefit from the elimination of backward production capacity, leading to a rapid recovery in prosperity, with recommendations for China Petroleum, Hengli Petrochemical, and others [3]. Summary by Sections Supply Side - The peak of capacity expansion has passed, with fixed asset investment in the chemical raw materials and chemical products manufacturing industry showing a negative year-on-year growth for the first time in nearly five years as of June 2025. The total fixed assets of listed companies in the basic chemical industry reached 14,628.58 billion yuan, a year-on-year increase of 15.56% [14][46]. - The construction of new projects has also seen a downturn, with the amount of ongoing projects decreasing by 15.11% year-on-year as of Q3 2025 [46]. Demand Side - Domestic demand is expected to be boosted by stimulus policies, while exports of chemical products continue to grow. The demand from downstream industries such as real estate, automotive, and textiles is showing positive trends [3][14]. - The resilience of chemical product exports is highlighted, with the export quantity index for the chemical raw materials and chemical products manufacturing industry reaching 122.40 as of September 2025 [3]. Global Industry Landscape - The report notes a shift in the global industrial landscape, with Chinese chemical companies enhancing their competitiveness. In 2023, China's chemical sales reached 2,238.1 billion euros, accounting for 43.1% of the global market [3][14]. - The report emphasizes the ongoing adjustments in the global chemical industry, with many overseas chemical production capacities exiting the market due to high costs and aging facilities, thereby strengthening the competitive position of domestic companies [3]. Policy and Industry Self-Regulation - The "anti-involution" actions initiated in 2024, including self-regulation and production cuts by industry associations and leading companies, are expected to help restore product prices and profits [3]. - The report discusses various policies aimed at energy conservation and carbon reduction, which are likely to optimize supply and improve product structures in the petrochemical industry [3].
跨界融合赋能产业价值链跃升
转自:中国质量报 跨界融合赋能产业价值链跃升 这并非简单的商业渠道拓展新闻,其背后折射出的是在构建新发展格局、推动高质量发展的宏观战略指 引下,中国实体经济正通过跨界融合与价值链整合,探索一条提升核心竞争力、实现跨越式发展的新路 径。这场酱酒头部企业与能源巨擘供应链体系的"跨界握手",为当前产业经济转型升级提供了一个生动 而深刻的样本。 一次"跨界握手"的战略深意 习酒,作为酱香型白酒的杰出代表和贵州白酒产业的支柱之一,其品牌影响力、产品品质与市场规模持 续提升。两者的合作,表面看是习酒产品进入了中国石油的零售网络,拓宽了高端消费触达渠道,实现 了"渠道共享"。但其深层价值远不止于此。 中国石油的供应链体系,不仅意味着数以万计的实体网点,更代表着强大的资金流、信息流、物流整合 能力以及覆盖全国、深入县乡的终端网络控制力。习酒借助这一体系,能够触达更广泛的消费人群,其 中就包括庞大的车主消费群体,实现库存的科学管理与高效配送,降低渠道运营成本。 对中国石油而言,引入习酒产品,丰富了其非油业务的产品矩阵,进一步提升了平台的整体价值与客户 粘性,是实现其供应链价值从"能源供应商"向"综合服务商"转型的关键一步。 这 ...
塔里木油田塔西南公司油气年产量突破1000万吨
Zhong Guo Xin Wen Wang· 2025-12-16 05:36
塔西南山前皮山气田。郭亚妮摄 截至目前,该公司在柯克亚、和田河、阿克莫木、博孜等地开发建设45个油气区块。作为央企,公司坚 持履行"三大责任",通过产业扶贫、项目带动、技能培训和就业支持等措施,将油气产业发展成果惠及 南疆各族群众。(完) (文章来源:中国新闻网) 中新网乌鲁木齐12月16日电 (陶拴科苏华)16日,记者从中国石油塔里木油田公司获悉,位于新疆喀什、 和田交界处的塔里木油田塔西南勘探开发公司,日前油气年产量突破1000万吨,成功建成千万吨级油气 田,成为塔里木油田重要的增储上产主力区域。 塔西南公司油气勘探开发区域涵盖新疆和田、喀什、克州、阿克苏四地州,油气藏呈现"超深、超高 温、超高压、高含硫"等国际罕见的复杂特征,开发难度极大。面对复杂地质挑战,该公司坚持精准勘 探和技术攻关,持续推动资源深度探索和科技创新,实现油气产量稳步提升。 ...
港股异动丨石油股走低 三桶油均跌超2% 国际油价下跌
Ge Long Hui· 2025-12-16 02:46
国际油价走低,港股石油股集体下跌,其中,中国海洋石油、中国石油化工、中国石油股份均跌超 2%,中海油田服务、上海石油化工、昆仑能源皆跌超1%。 消息上,昨日WTI 1月原油期货收跌0.62美 元,跌幅1.08%,报56.82美元/桶;布伦特2月原油期货收跌0.56美元,跌幅0.92%,报60.56美元/桶。 石 油价格徘徊在2021年以来的最低水平附近,交易员们正在权衡乌克兰可能停火的前景,停火可能为减少 对俄油的出口限制铺平道路,使本已供过于求的市场面临更大压力。由于欧佩克+恢复闲置产能以及其 他产油国增加产量,全球石油过剩的预期不断膨胀,石油正走向年度收跌。 | 代码 | 名称 | 最新价 | 涨跌幅 へ | | --- | --- | --- | --- | | 00857 | 中国石油股份 | 7.950 | -2.33% | | 00386 | 中国石油化工股 | 4.320 | -2.26% | | 00883 | 中国海洋石油 | 20.220 | -2.22% | | 02883 | 中海油田服务 | 6.800 | -1.88% | | 00338 | 上海石油化工股 | 1.300 | - ...
港股石油股走低,三桶油中国海洋石油、中国石油化工、中国石油股份均跌超2%!国际石油价格徘徊在2021年以来最低水平附近
Ge Long Hui· 2025-12-16 02:35
(责任编辑:宋政 HN002) 消息上,昨日WTI 1月原油期货收跌0.62美元,跌幅1.08%,报56.82美元/桶;布伦特2月原油期货收跌 0.56美元,跌幅0.92%,报60.56美元/桶。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 格隆汇12月16日|国际油价走低,港股石油股集体下跌,其中,中国海洋石油、中国石油(601857)化 工、中国石油股份均跌超2%,中海油田服务、上海石油化工、昆仑能源皆跌超1%。 石油价格徘徊在2021年以来的最低水平附近,交易员们正在权衡乌克兰可能停火的前景,停火可能为减 少对俄油的出口限制铺平道路,使本已供过于求的市场面临更大压力。由于欧佩克+恢复闲置产能以及 其他产油国增加产量,全球石油过剩的预期不断膨胀,石油正走向年度收跌。 | 代码 | 名称 | 最新价 | 涨跌幅 へ | | --- | --- | --- | --- | | 00857 | 中国石油 ...
中国石油化工股份(00386.HK)连续33日回购,累计回购1.31亿股
Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has been actively repurchasing its shares, indicating a strong commitment to enhancing shareholder value and confidence in its stock performance [2][3]. Summary by Category Share Buyback Activity - On December 15, Sinopec repurchased 764,000 shares at a price range of HKD 4.280 to HKD 4.390, totaling HKD 3.306 million [2]. - The stock closed at HKD 4.420 on the same day, reflecting a 1.84% increase with a total trading volume of HKD 10.24 billion [2]. - Since October 30, the company has conducted buybacks for 33 consecutive days, acquiring a total of 131 million shares for a cumulative amount of HKD 57.7 million [2]. - During this period, the stock price has increased by 4.74% [2]. Year-to-Date Buyback Summary - Year-to-date, Sinopec has executed 66 buybacks, acquiring a total of 354 million shares for a total expenditure of HKD 1.643 billion [2]. Detailed Buyback Data - A detailed table of buyback activities shows various dates, number of shares repurchased, highest and lowest prices, and total amounts spent on buybacks, indicating a consistent strategy to support the stock price [3].
中国石油化工股份回购76.40万股股票,共耗资约330.60万港元,本年累计回购2.64亿股
Jin Rong Jie· 2025-12-15 13:54
回购日期回购均价回购股数回购金额本年累计回购股数2025-12-154.32776.40万330.60万2.64亿2025-12- 124.31367.80万292.43万2.64亿2025-12-114.305254.60万1096.15万2.63亿2025-12-104.325204.00万882.34 万2.60亿2025-12-094.402350.00万1540.60万2.58亿2025-12-084.516120.00万541.90万2.55亿2025-12- 054.50286.00万387.17万2.54亿2025-12-044.497173.20万778.88万2.53亿2025-12-034.523180.00万814.16万 2.51亿2025-12-024.515120.00万541.76万2.49亿2025-12-014.434112.80万500.16万2.48亿2025-11- 284.431925.00万4099.14万2.47亿2025-11-274.470901.00万4027.65万2.38亿2025-11-264.4221100.00万 4863.87万2.29亿202 ...
中国石油化工股份12月15日斥资330.6万港元回购76.4万股
Zhi Tong Cai Jing· 2025-12-15 12:19
中国石油化工股份(00386)发布公告,于2025年12月15日,该公司斥资330.6万港元回购76.4万股股份, 每股回购价格为4.28-4.39港元。 ...
中国石油(601857)披露拟取消监事会并修订公司章程,12月15日股价下跌0.31%
Sou Hu Cai Jing· 2025-12-15 10:03
《中国石油天然气股份有限公司2025年第一次临时股东会会议文件》 最新公告列表 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。 截至2025年12月15日收盘,中国石油(601857)报收于9.5元,较前一交易日下跌0.31%,最新总市值为 17387亿元。该股当日开盘9.53元,最高9.58元,最低9.46元,成交额达8.38亿元,换手率为0.05%。 根据近日发布的公告,中国石油天然气股份有限公司拟修订公司章程,取消监事会,将监事会职权由董 事会审计与风险管理委员会行使。修订内容包括调整股东会职权、完善董事和高级管理人员任职资格、 优化董事会构成及专门委员会设置等。相关议事规则同步修订,议案将提交股东会审议。 ...