本文源自：金融界AI电报 港股"三桶油"走强，中国石油股份(00857.HK)涨3.3%，中国海洋石油(00883.HK)涨2.9%，中国石油化工 股份(00386.HK)涨1.8%。 ...

随着地缘政治不确定性上升促使投资者押注油价走高，过去几个月里强劲上涨的美股能源板块已攀升至 历史新高。随着围绕格陵兰问题的美欧紧张关系引发不确定性，WTI原油价格走高，主要石油生产商股 价随之上涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02883 | 中海油田服务 | 8.430 | 4.07% | | 00857 | 中国石油股份 | 8.680 | 3.33% | | 00883 | 中国海洋石油 | 22.800 | 2.80% | | 00338 | 上海石油化工股 | 1.490 | 2.76% | | 00386 | 中国石油化工股 | 5.080 | 2.01% | | 00135 | 昆仑能源 | 8.020 | 1.39% | 港股石油继续涨势，其中，中海油田服务涨4%，中国石油股份涨3.3%，中国海洋石油、上海石油化工 涨约3%，中国石油化工涨2%，昆仑能源涨1.4%。 消息上，国际能源署(IEA)在其备受关注的月度报告中表示，受全球经济前景改善以及原油价格走低影 响，其已上调对全球原油需求增长的预测；但同时警告称，未 ...

2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the 2024 salary information for 87 central enterprise leaders, including seven energy and chemical companies [1] Group 1: Salary Information - The pre-tax salary of central enterprise leaders consists of three parts: payable annual salary, employer contributions to social insurance, enterprise annuities, supplementary medical insurance, and housing provident fund, as well as other monetary income [1] - The disclosed salaries for the seven energy and chemical central enterprise leaders range from 650,000 to 1,000,000 yuan, with the total annual salary for these leaders falling between 800,000 and 1,260,000 yuan [2][3] Group 2: Top Earners - The top three earners among the seven energy and chemical central enterprise leaders are from the "Big Three" oil companies: China National Petroleum Corporation (CNPC) Chairman Dai Houliang (978,500 yuan), China National Offshore Oil Corporation (CNOOC) Chairman Wang Dongjin (966,900 yuan), and China Petroleum and Chemical Corporation (Sinopec) Chairman Ma Yongsheng (935,500 yuan) [3] - The remaining leaders' salaries are as follows: China Coal Energy Group Chairman Wang Shudong (910,200 yuan), National Oil and Gas Pipeline Group Chairman Zhang Wei (872,900 yuan), China Sinochem Holdings Chairman Li Fanrong (650,700 yuan), and China Chemical Engineering Group Chairman Mo Dingge (635,600 yuan) [3] Group 3: Salary Changes - The total salary for the leaders of the seven energy and chemical central enterprises has shown an increase, with the exception of the National Oil and Gas Pipeline Group Chairman's salary, which declined compared to 2023 [3] - The top three salary increases for 2024 were recorded by China Sinochem Holdings Chairman Li Fanrong (4.08%), CNPC Chairman Dai Houliang (3.89%), and CNOOC Chairman Wang Dongjin (3.57%) [4] Group 4: Company Performance - In 2024, the "Big Three" oil companies collectively achieved a net profit of over 352.93 billion yuan, averaging approximately 964 million yuan per day [5] - CNOOC reported a revenue of 420.51 billion yuan, a year-on-year increase of 0.9%, and a net profit of 137.94 billion yuan, up 11.4%, marking the second-highest performance in the company's history [5] - CNPC's revenue was 2.94 trillion yuan, a decrease of 2.5% year-on-year, primarily due to falling prices of oil, natural gas, and refined oil products, while achieving a net profit of 164.68 billion yuan, a 2.0% increase [6]

Group 1 - China's fusion energy research has made a significant leap from basic science to engineering practice, supported by a new type of national system that has enabled breakthroughs in superconducting magnet design and manufacturing [1] - The successful drilling of the deep exploration well in Sichuan, reaching a depth of over 10,000 meters, marks another important milestone for China National Petroleum Corporation (CNPC) in deep earth exploration [1] - A collaborative innovation consortium formed by nine state-owned enterprises, including CNPC and China National Petroleum Corporation, is driving technological advancements in deep oil and gas exploration [1] Group 2 - The new type of national system has demonstrated its advantages in major technological breakthroughs across various fields, including the Beidou system and lunar exploration, showcasing the effectiveness of coordinated efforts [2] - The 14th Five-Year Plan emphasizes the need for a new type of national system to achieve decisive breakthroughs in key core technologies across critical sectors [2] - The transition from quantitative accumulation to qualitative leaps in technology reflects the strengths of the new type of national system in addressing external technological blockades and fostering new productive forces [2] Group 3 - The rapid development of emerging industries such as artificial intelligence, industrial robotics, and clean energy is evident, with significant advancements in smart manufacturing and container operations at Tianjin Port [3] - By 2025, China's production and sales of new energy vehicles are expected to exceed 16 million units, maintaining its position as the global leader for 11 consecutive years [3] - The low-altitude economy is projected to surpass a market scale of 1.5 trillion yuan, indicating the formation of a new strategic emerging industry cluster [3] Group 4 - The successful clinical trial of a brain-machine interface for precise tumor boundary localization represents a key step in the clinical application and industrialization of this technology [5] - By 2025, China is expected to approve 76 innovative drugs, leading the world in the number of new drug approvals, with a total transaction value of over 130 billion USD for innovative drug licensing [5] - Technological advancements are increasingly integrated into daily life, enhancing various sectors such as smart agriculture and digital cultural heritage [5] Group 5 - The Ministry of Science and Technology emphasizes the importance of independent innovation in advancing high-quality development and enhancing the overall effectiveness of the national innovation system [6] - The focus for 2026 will be on strengthening strategic planning and resource allocation to foster new driving forces and lead the development of new productive forces [6]

中国石油集团工程材料研究院有限公司，成立于2021年，位于西安市，是一家以从事专用设备制造业为 主的企业。企业注册资本67911万人民币。通过天眼查大数据分析，中国石油集团工程材料研究院有限 公司共对外投资了4家企业，参与招投标项目1701次，财产线索方面有商标信息15条，专利信息853条， 此外企业还拥有行政许可16个。 国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团工程材料研究院有限公司;西安 三环石油管材科技有限公司申请一项名为"自动化管线焊接设备及方法"的专利，公开号 CN121339608A，申请日期为2024年7月。 专利摘要显示，本发明为一种自动化管线焊接设备及方法，其中，自动化管线焊接设备包括：支撑座， 其包括两底座和中间弧形座；夹持装置，其包括两夹持装置，其中一夹持装置能轴向移动并能周向旋 转；图形采集装置，其包括第一探头和第二探头，第一探头能在两管件夹持在两夹持装置后伸入两管件 之间，并对两管件的坡口端面轮廓进行拍照采集；第二探头能绕管件的外周旋转并能对对接后的两管件 的对接位置进行拍照采集；焊接装置，能绕管件的外周旋转；控制系统，其与其中一夹持装置、图形采 集装置以及焊 ...

国家知识产权局信息显示，中国石油天然气股份有限公司申请一项名为"一种碳酸盐岩潜山油气藏储层 物性分布模型的建立方法"的专利，公开号CN121351325A，申请日期为2024年7月。 专利摘要显示，本发明属于油气开采技术领域，具体涉及一种碳酸盐岩潜山油气藏储层物性分布模型的 建立方法、系统，旨在解决现有技术构建的碳酸盐岩潜山油气藏储层物性分布模型精度较低的问题。本 方法包括：建立碳酸盐岩潜山的顶面构造、内幕地层构造的三维网格体，作为第一、第二网格体；构建 第一网格体的裂缝分布模型；构建第二网格体的沉积层段索引参数模型及各沉积层段岩石成分分布模 型，并赋值到第一网格体；得到主要影响因素；对第一网格体的非过井网格进行条件模拟，生成非过井 网格的物性参数；非过井网格的物性参数赋值至对应的第二网格体的网格，得到碳酸盐岩潜山油气藏储 层物性分布模型。本发明提升了碳酸盐岩潜山油气藏储层物性分布模型的构建精度。 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 ...

Core Viewpoint - Hong Kong oil stocks experienced a collective rise at the beginning of trading, driven by an increase in international oil prices and geopolitical tensions affecting oil supply [1] Group 1: Market Performance - China Petroleum & Chemical Corporation (Sinopec) saw a price increase of over 2%, while China National Offshore Oil Corporation (CNOOC) rose by 1.2% [2] - China Petroleum (PetroChina) increased by 2.07% to a price of 8.380, and Sinopec rose by 1.63% to 5.000 [2] - China Oilfield Services and Shanghai Petrochemical also showed gains, with increases of 1.39% and 0.69% respectively [2] Group 2: Oil Price Influences - International oil prices rose by over 1.5% in the previous night’s trading [1] - Everbright Securities highlighted the impact of the Federal Reserve's potential interest rate cuts and ongoing global trade conflicts on oil demand expectations for 2026 [1] - The geopolitical risk premium for oil has increased due to heightened tensions in Iran, contributing to rising oil prices [1] Group 3: OPEC+ Decisions - OPEC+ has decided to pause production increases for Q1 2026, which may alleviate market concerns regarding oil supply [1] - Future production levels will be determined based on changes in the oil market [1]

Core Viewpoint - Kunlun Trust, a subsidiary of China National Petroleum Corporation (CNPC), focuses on its core business and collaborates with local enterprises in Henan to support energy conservation and carbon reduction initiatives [1][2] Group 1: Business Operations - Kunlun Trust operates under a flexible model that allows it to engage in both debt and equity financing, providing loans and equity investments [1] - The company has established partnerships with local enterprises, such as negotiating a joint venture with Xuchang Group to provide advanced technology support for CNPC's main business units [1] Group 2: Financial Innovation - The company proposes a "three-dimensional drive" model to support AI and digital economy enterprises through a combination of direct capital investment, financial innovation, and industrial collaboration [2] - Kunlun Trust aims to provide capital support to digital economy industries in Henan, addressing the need for equity capital rather than just loans [2] Group 3: Technological Integration - The company plans to deeply integrate AI into its internal and external operations to enhance financial service efficiency and welcomes AI enterprises to apply their products in financial scenarios [2] - By leveraging CNPC's industrial advantages, Kunlun Trust seeks to promote the application of AI technology in the energy and chemical sectors [2]

Core Viewpoint - Daqing Petrochemical Company is focusing on high-quality development through organizational reform, human resource optimization, and innovative compensation mechanisms to drive transformation and growth [1][5]. Group 1: Organizational Structure - The company is implementing a "lean and efficient" organizational structure by optimizing its framework, which includes the abolition of one secondary institution and the adjustment of another's affiliation, promoting a flatter management hierarchy [3]. - The restructuring also involves repositioning functions across various departments, including technology planning and production operations, to enhance efficiency and collaboration [3]. Group 2: Cadre Team Development - Daqing Petrochemical is enhancing its cadre team by optimizing leadership structures, with 16 leadership teams adjusted and 30 personnel changes made throughout the year, while 24.6% of middle management are now under 42 years old [3]. - A comprehensive training system combining theory and practice has been established, with 80 middle management and 87 key personnel participating in training, alongside a multi-dimensional evaluation of over 740 employees [3][4]. Group 3: Human Resource Management - The company emphasizes precise human resource allocation, with regular assessments for operational staff and the introduction of a "cross-position" training system that has led to skill improvements for 651 operational personnel [4]. - A new training mechanism has been introduced, involving 206 part-time trainers and the implementation of a points-based incentive system for employees, promoting continuous learning and skill enhancement [4]. Group 4: Compensation and Incentives - Daqing Petrochemical is optimizing its compensation structure to enhance basic salary security and increase rewards for high performers, including new awards for technological innovation and efficiency improvements [4]. - The company aims to create a clear incentive for high performers, thereby boosting motivation among employees and encouraging a proactive work environment [4]. Group 5: Future Outlook - The company plans to continue deepening human resource reforms with better mechanisms and practical measures to build a strong workforce, contributing to its goal of becoming a world-class enterprise [5].