格隆汇8月26日｜中国石油(601857.SH)公告称，公司下属全资子公司太湖公司拟与相关合资方分别以现 金出资，新设三家由太湖公司控股的合资公司，分别收购新疆油田储气库公司、相国寺储气库公司及辽 河油田储气库公司100%股权，以持有相关储气库资产，促进公司实现优质资产及业务的优化整合，推 动天然气产业链平稳运行和高质量发展。交易金额分别为99.95亿元、170.66亿元及129.55亿元。本次交 易构成关联交易，不构成重大资产重组。公司收购三家储气库公司100%股权，可新增109.7亿方储气库 工作气量，有利于形成与公司天然气销量匹配的储气调峰能力，发挥调节作用，实现天然气产业链整体 效益最大化。 ...

中国石油天然气股份有限公司 2025 年半年度报告 （A 股股票代码：601857） 2025 年 8 月 26 日 | | - | | --- | --- | | T | 7 | | 重要提示 1 | | --- | | 公司基本情况简介 2 | | 会计数据和财务指标摘要 4 | | 股份变动及股东情况 6 | | 董事会报告 9 | | 重要事项 28 | | 董事、监事、高级管理人员情况 42 | | 债券相关情况 44 | | 按中国企业会计准则编制 47 | | --- | | 按国际财务报告会计准则编制 136 | | 备查文件 162 | | --- | | 董事、监事、高级管理人员书面确认 163 | 重要提示 中国石油天然气股份有限公司（"本公司"或"公司"）董事会、监事会及 董事、监事、高级管理人员保证本半年度报告内容的真实、准确、完整，不存在 虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。本公司不存 在大股东非经营性资金占用情况。本半年度报告已经本公司第九届董事会审计委 员会第十一次会议以及本公司第九届董事会第十四次会议审议通过。除执行董事 任立新先生、非执行董事谢军先生 ...

Core Viewpoint - China Petroleum and Natural Gas Corporation reported strong mid-year performance with revenue of 1.5 trillion yuan and net profit of 840.1 billion yuan, driven by proactive market strategies and innovation [1][2] Financial Performance - The company achieved a historical high in free cash flow, increasing by 11.5% year-on-year [1] - The board announced an interim dividend of 0.22 yuan per share, totaling 402.7 billion yuan, maintaining a high level compared to previous years [1] Operational Highlights - Despite a 15.1% year-on-year decline in Brent crude oil prices, the company managed to maintain stable production and operational performance [2] - Domestic oil and gas equivalent production increased by 2%, with natural gas production rising by 3.8%, both reaching historical highs [2] - In refining and chemical sectors, the company optimized product structure and maintained high operational loads for high-end products, achieving record processing volumes [2] Sales and Marketing - The company experienced a 0.3% increase in domestic refined oil sales despite a decline in overall market demand, with a significant 213% growth in charging and swapping electricity volumes [2][3] - Non-oil business profits grew by 5.5%, indicating successful diversification strategies [2] Green and Low-Carbon Transition - The company is advancing its green and low-carbon transition with a comprehensive layout of "oil, gas, heat, electricity, and hydrogen," having established a wind and solar power generation capacity of 10.24 million kilowatts [4][5] - Significant projects include large-scale photovoltaic and wind power installations, contributing to a reduction in greenhouse gas emissions [5][6] Technological Innovation - The company has made substantial progress in technology and innovation, including breakthroughs in new materials and digital transformation initiatives [7][8] - The implementation of a new version of Kunlun large model and the establishment of a smart platform have enhanced operational efficiency and decision-making capabilities [8] Future Outlook - The company aims to enhance its integrated advantages and resilience in the energy supply chain while continuing to focus on innovation and sustainable development [8]

Core Viewpoint - China Petroleum & Chemical Corporation (00857.HK) announced the board's approval for a significant acquisition of gas storage facilities, totaling a cost of RMB 400.16 billion, aimed at enhancing the stability and quality of its natural gas supply chain [1] Group 1: Acquisition Details - The acquisition involves three gas storage facilities: Xinjiang Gas Storage, Xiangguansi Gas Storage, and Liaohe Gas Storage, with respective costs of RMB 170.66 billion, RMB 99.95 billion, and RMB 129.55 billion [1] - The total consideration for the acquisition is RMB 400.16 billion, excluding taxes [1] Group 2: Strategic Importance - The acquisition is expected to improve the company's natural gas supply chain's stability and facilitate high-quality development [1] - Gas storage facilities play a crucial role in the natural gas production, transportation, storage, and sales process, serving as a tool for peak shaving and balancing production from gas fields [1] - The planned acquisition will add 10.97 billion cubic meters of working gas capacity, enhancing the company's ability to match gas storage with sales and optimize the overall efficiency of the natural gas supply chain [1]

Core Viewpoint - China National Petroleum Corporation (CNPC) reported growth in domestic refined oil, natural gas, and chemical product sales in the first half of the year, alongside rapid development in new energy and materials businesses [1][2] Group 1: Financial Performance - The company achieved a revenue of 1.5 trillion yuan and a net profit of 84.01 billion yuan for the first half of the year [1] - The board declared an interim dividend of 0.22 yuan per share, totaling 40.26 billion yuan, maintaining a historically high level [1] Group 2: Production and Operations - CNPC's oil and gas equivalent production reached 924 million barrels, a year-on-year increase of 2.0%, with crude oil production at 476 million barrels, up 0.3% [1] - Marketable natural gas production was 2.68 trillion cubic feet, reflecting a 3.8% year-on-year growth, achieving historical highs for both natural gas and oil equivalent production [1] - The company accelerated key project developments in solar and wind energy, with wind and solar power generation increasing by 70.0% [1] - The company injected 1.305 million tons of CO2 as part of its CCUS business, generating an operating profit of 85.69 billion yuan from oil and gas new energy operations [1] Group 3: Refining and Sales - CNPC processed 690 million barrels of crude oil, producing 59.572 million tons of refined oil and 1.9971 million tons of chemical products, a 4.9% increase year-on-year [2] - The production of new materials reached 166.5 thousand tons, marking a 54.9% year-on-year growth, maintaining over 50% growth for three consecutive years [2] - The sales of refined oil amounted to 77.831 million tons, with vehicle LNG sales increasing by 58.9% and charging and swapping volumes rising by 213% [2] - Natural gas sales reached 151.5 billion cubic meters, a 2.9% increase year-on-year, with domestic sales at 119.77 billion cubic meters, up 4.2%, achieving a historical high and increasing market share by 2.1 percentage points [2]

Core Viewpoint - China Petroleum & Chemical Corporation (00857.HK) announced the board's approval for a significant acquisition of gas storage facilities, totaling a cost of RMB 400.16 billion, aimed at enhancing the stability and quality of its natural gas supply chain [1] Group 1: Acquisition Details - The acquisition involves three gas storage facilities: Xinjiang Gas Storage, Xiangguansi Gas Storage, and Liaohe Gas Storage, with respective costs of RMB 170.66 billion, RMB 99.95 billion, and RMB 129.55 billion [1] - The total acquisition cost is RMB 400.16 billion, excluding taxes [1] Group 2: Strategic Importance - The acquisition is expected to improve the company's natural gas supply chain's stability and facilitate high-quality development [1] - Gas storage facilities play a crucial role in the natural gas production, transportation, storage, and sales process, acting as a tool for peak shaving and balancing production from gas fields [1] - The planned acquisition will add 10.97 billion cubic meters of working gas capacity, enhancing the company's ability to match gas sales with storage and peak-shaving capabilities, thereby maximizing overall efficiency in the natural gas supply chain [1]

2025.08.26 作者 |第一财经 郭霁莹 8月26日盘后，中国石油披露半年报，公司上半年营业收入同比下滑6.7%至1.45万亿元，归母净利润同 比下跌5.4%至840.1亿元，相当于上半年每日净赚4.6亿元。第一财经记者注意到，今年上半年，中国石 油八大主要对外销售产品中一半产品销量下滑，六大产品平均售价下跌。 微信编辑| 小羊 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） ...

Core Viewpoint - China Petroleum announced that its board approved a resolution on August 26, 2025, to sign a purchase agreement for the acquisition of 100% equity of a target company, with a total consideration of RMB 40.016 billion (excluding tax) [1] Summary by Relevant Categories Acquisition Details - The total consideration for the acquisition is RMB 40.016 billion, which is based on preliminary evaluations by appraisers [1] - The breakdown of the acquisition costs includes: - RMB 17.066 billion for the Xinjiang gas storage facility [1] - RMB 9.995 billion for the Xiangguo Temple gas storage facility [1] - RMB 12.955 billion for the Liaohe gas storage facility [1]

中国石油：董事会于2025年8月26日通过决议，批准受让方与转让方拟签署收购合同，拟收购标的公司 全部股权，拟收购事项的合计代价为人民币400.16亿元。 ...

【#中石油上半年日赚4.6亿#】8月26日盘后，中国石油披露半年报，公司上半年营业收入同比下滑6.7% 至1.45万亿元，归母净利润同比下跌5.4%至840.1亿元，相当于上半年每日净赚4.6亿元。第一财经记者 注意到，今年上半年，中国石油八大主要对外销售产品中一半产品销量下滑，六大产品平均售价下跌。 （一财） ...