作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，中国石油天然气股份有限公司取得一项名为"选择性脱除剂及其制备方法和 应用"的专利，授权公告号CN117753362B，申请日期为2022年9月。 天眼查资料显示，中国石油天然气股份有限公司，成立于1999年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本18302097万人民币。通过天眼查大数据分析，中国石油天然气股 份有限公司共对外投资了1299家企业，参与招投标项目443次，财产线索方面有商标信息38条，专利信 息5000条，此外企业还拥有行政许可168个。 ...

截至1月28日10点整，石化ETF（159731）涨1.26%，持仓股浙江龙盛涨停，宝丰能源、和邦生物等涨幅 居前。从资金净流入方面来看，石化ETF连续15个交易日获得资金净流入，合计"吸金"7.45亿元。石化 ETF最新份额达10.18亿份，最新规模10.45亿元，均创成立以来新高。 国信证券认为，工信部印发石化化工行业稳增长方案，行业"减油增化"稳步推进。国际油价窄幅波动， 沙特OSP升水下调，炼化成本端逐步改善。近期，全球外部环境急剧变化，但考虑到OPEC+的财政平衡 油价成本，以及美国页岩油较高的新井成本，预计2026年布油中枢在55-65美元/桶窄幅波动，处于炼厂 成本舒适区。此外2025年10月来，沙特连续下调对亚洲OSP油价，将进一步减少对国内炼厂成本端压 力。后续随着俄乌关系缓和，VLCC运价有望降低波动，炼厂成本端将逐步改善。 石化ETF（159731）及其联接基金（017855/017856）紧密跟踪中证石化产业指数，从申万一级行业分 布来看，指数以基础化工和石油石化行业为主，权重占比合计超91%，前十大重仓股中涵盖了"三桶 油"——中国石油、中国石化、中国海油，权重占比合计超20%。 每 ...

国家知识产权局信息显示，中国石油天然气集团有限公司、中国石油集团长城钻探工程有限公司取得一 项名为"页岩气储层破裂压力的确定方法、装置、设备以及介质"的专利，授权公告号CN119914267B， 申请日期为2023年10月。 来源：市场资讯 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集 团有限公司共对外投资了109家企业，参与招投标项目5000次，财产线索方面有商标信息1439条，专利 信息5000条，此外企业还拥有行政许可28个。 中国石油集团长城钻探工程有限公司，成立于2008年，位于北京市，是一家以从事石油和天然气开采业 为主的企业。企业注册资本2770000万人民币。通过天眼查大数据分析，中国石油集团长城钻探工程有 限公司共对外投资了3家企业，参与招投标项目5000次，财产线索方面有商标信息16条，专利信息1873 条，此外企业还拥有行政许可25个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - Oil prices increased due to the situation in Iran, adverse weather in the US, and a weakening dollar, with WTI crude oil futures closing at $62.39 per barrel, up 2.9%, and Brent crude oil futures at $67.57 per barrel, up 3.02% [1] - According to the IEA's January 21 report, the global oil demand growth forecast for 2025/2026 was raised to 850,000/930,000 barrels per day, driven by improved macroeconomic and trade outlooks, alongside a decline in oil prices and a weaker dollar [1] - The demand for petrochemical feedstock is recovering, with jet fuel leading the growth in fuel products, while non-OECD countries are expected to contribute to the entire demand increase in 2026 [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the National Oil and Gas Index (399439) include China National Petroleum, Sinopec, CNOOC, and others, accounting for 67.11% of the total index [2] - The oil ETF Penghua (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1][2]

Group 1 - The U.S. is conducting air force readiness exercises in the Middle East, leading to a 3.0% increase in WTI crude oil prices to $62.46 per barrel and Brent crude oil prices to $66.72 per barrel [1] - Geopolitical tensions in regions like Venezuela and Iran are raising concerns about supply risks, with the U.S. Central Command announcing military exercises amid increasing military pressure on Iran [1] - The weakening of the U.S. dollar is contributing to rising commodity prices, with the dollar index dropping to 95.51, the lowest level since February 2022, and a cumulative decline of over 2.2% for the month [2] Group 2 - The International Energy Agency (IEA) has raised its forecast for global crude oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day, driven by improved global economic prospects and lower oil prices [2] - Deutsche Bank analysts have adjusted their 2026 Brent crude oil price forecast to $61.50 per barrel, anticipating a significant reduction in the oversupply of oil in the second half of 2026 [3] - Huatai Securities has raised its forecast for the average Brent crude oil price in 2026 to $65 per barrel, citing geopolitical premiums and expected demand recovery [3] Group 3 - China National Offshore Oil Corporation (00883) is the largest offshore oil and gas producer in China, focusing on exploration and production with strong cost and return profiles [4] - PetroChina Company Limited (00857) is the largest oil and gas producer and seller in China, with an integrated upstream and downstream business model covering the entire industry chain [4] - Sinopec Limited (00386) is a top global refining company with a strong sales network and capabilities in refining and chemical product production [4]

（原标题：港股概念追踪 | 地缘紧张与需求预期双重驱动 国际油价加速上涨(附概念股)） 智通财经APP获悉，美国将在中东举行空军战备演习，国际油价应声上涨，WTI原油日内涨幅达3.0%， 报62.46美元/桶；布伦特原油日内涨幅达3.0%，报66.72美元/桶。由于伊朗与美国的对峙及美元走弱等 影响，国际油价近期仍处于震荡上行期。 2026年1月以来，委内瑞拉、伊朗等地缘紧张局势再次引发市场供应风险担忧。据新华社报道，负责中 东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战备演 习，以展示其在中央司令部责任区内快速部署、分散部署和持续作战的能力。 此次演习正值美国对伊朗不断施加军事压力之际。前一天，中央司令部宣布美军"亚:伯拉罕·林肯"号航 空母舰打击群已驶入中东水域。 美国总统特朗普宣称在伊朗附近的军事存在正在增强，但同时他也表示未排除外交选项。 伊朗石油储量全球第四，而霍尔木兹海峡是全球石油运输的咽喉——每天2100万桶原油经此运往世界。 若中东局势发生变化，将对能源及运输产生巨大影响。 中东地区的地缘局势始终是原油市场的黑天鹅来源，伊朗问题的反复、霍尔木兹海峡航运受 ...

Core Viewpoint - The industrialization and large-scale supply of POE (polyolefin elastomer) by Dushanzi Petrochemical Company in Xinjiang is set to significantly reduce China's reliance on imported products for emerging industries such as photovoltaics and new energy vehicles by 2025, with a production target of nearly 60,000 tons [2] Group 1: Product and Technology - POE combines the processability of plastics with the high elasticity of rubber, making it widely applicable in photovoltaic modules, lightweight automotive parts, and high-end packaging [2] - The POE-based photovoltaic adhesive film is a key encapsulation material in high-end photovoltaic components, which has historically relied on imports due to high production technology barriers and stringent process controls [2] - Dushanzi Petrochemical's self-developed gas-phase process fills a technological gap in the field, achieving international advanced levels in light transmittance and ranking among the best in domestic POE quality stability [2] Group 2: Environmental and Economic Impact - The gas-phase process is more environmentally friendly, with energy consumption approximately 60% of that of the solution process, and it produces no solvent emissions, resulting in low volatile content and minimal odor [2] - With the completion of other POE projects by China National Petroleum Corporation, total production capacity is expected to exceed 300,000 tons by the end of 2026, ensuring supply chain security for new energy and other emerging industries [2]

证券之星消息，根据天眼查APP数据显示中国石油（601857）新获得一项发明专利授权，专利名为"一 种抗钒催化裂化催化剂的制备方法"，专利申请号为CN202310439080.X，授权日为2026年1月27日。 专利摘要：本发明公开了一种抗钒催化裂化催化剂的制备方法，括以下步骤：S1，将废催化剂与碱混 合研磨，然后与高岭土、粘结剂混合，打浆，喷雾，制成喷雾微球；S2，喷雾微球经高温焙烧转化为 高土球后，与水、碱液、硅源、导向剂混合，晶化，得到NaY/高岭土复合微球；S3，将NaY/高岭土复 合微球进行铵盐和稀土化合物交换，焙烧，沉淀抗钒组分，得到抗钒催化裂化催化剂。本发明通过废催 化剂混合研磨，随后与高岭土混合打浆制备喷雾微球，经高温焙烧、原位晶化、改性得到一种抗钒型催 化裂化催化剂。废催化剂与碱进行研磨处理，在对废催化剂细化的同时，还可对废催化剂中的硅铝源进 行更好的活化，提高其反应活性。 今年以来中国石油新获得专利授权201个，较去年同期增加了67.5%。结合公司2025年中报财务数据， 2025上半年公司在研发方面投入了98.99亿元，同比增2.51%。 通过天眼查大数据分析，中国石油天然气股份有限公司 ...

证券之星消息，根据天眼查APP数据显示中国石油（601857）新获得一项发明专利授权，专利名为"预 测岩石孔隙特征数据的方法及装置"，专利申请号为CN202110482616.7，授权日为2026年1月27日。 专利摘要：本申请实施例提供一种预测岩石孔隙特征数据的方法及装置，该方法包括：获取多个岩石样 品在各自对应的预设温度下的二维图像信息，其中，多个岩石样品对应N个样品组，同一样品组中的岩 石样品对应同一预设温度。根据至少一个岩石样品各自对应的二维图像信息，确定各样品组各自对应的 孔隙特征数据。根据各样品组各自对应的预设温度和各样品组各自对应的孔隙特征数据，确定各预设温 度与各孔隙特征数据之间的目标对应关系。根据目标对应关系，确定待预测岩石在目标温度下的目标孔 隙特征数据。其中，根据预设温度下的岩石样品数据进行孔隙特征分析的方法，可模拟对实际环境中的 处于预设温度下的岩石进行孔隙特征分析，可确保孔隙特征数据的预测准确率。 今年以来中国石油新获得专利授权201个，较去年同期增加了67.5%。结合公司2025年中报财务数据， 2025上半年公司在研发方面投入了98.99亿元，同比增2.51%。 通过天眼查大数据 ...

Group 1 - The article highlights significant breakthroughs in the domestic production of chemical new materials, showcasing advancements in various sectors such as carbon fiber, optical films, and polymer materials [2][3] - Wuhan University of Technology has successfully developed a complete industrial chain for high-performance large-tow carbon fiber, establishing a self-controlled technology system and application ecosystem [2] - Kanghui New Materials has achieved international standards in the production process of polarizer protective base films, marking a qualitative leap in key quality indicators such as temperature resistance and defect rate [2] - Plit has announced the large-scale production of its LCP film products, which are now being supplied in bulk [2] - Wanrun Co., Ltd. has initiated trial production of its polyether imide (PEI) product with an annual capacity of 1,500 tons [2] Group 2 - Sinopec has made a critical breakthrough in the synthesis of 4-methyl-1-pentene (4M1P), achieving an average purity of over 98%, which is essential for manufacturing ECMO membrane materials [3] - This breakthrough is expected to reduce reliance on imports and provide high-performance material options for emerging industries such as 5G communications and flexible electronics [3] - China National Petroleum Corporation (CNPC) has made significant progress in the adaptive transformation project for domestic POE (polyolefin elastomer), aiming to produce nearly 60,000 tons by 2025, breaking foreign technical monopolies [5][6] - POE is widely used in photovoltaic components and automotive lightweight parts, with China being the largest consumer market for POE, despite a 95% import dependency as of last year [6] - Jinfa Technology has launched a pilot production line for special aromatic olefin polymers, with plans for a 10,000-ton industrialization project by 2028 [8] - The company has also successfully started a production line for thermoplastic polyimide (TPI), achieving a breakthrough in domestic production [8]