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 - Northbound capital recorded a net buy of HKD 139.3 billion on January 21, with HK Stock Connect (Shanghai) contributing HKD 77.89 billion and HK Stock Connect (Shenzhen) contributing HKD 61.41 billion [1] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Alibaba-W (09988), while the most sold stocks were China Mobile (00941), Tencent (00700), and Hua Hong Semiconductor (01347) [1] - Alibaba-W received a net buy of HKD 10.77 billion, with significant growth in its AI model downloads, surpassing 100 million downloads [5] - China Life (02628) saw a net buy of HKD 10.07 billion, driven by positive expectations in the life insurance sector [5] - Kuaishou-W (01024) gained a net buy of HKD 7.33 billion, with its AI product showing a 350% increase in paid user growth [5] Group 2 - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of HKD 3.87 billion, while Hua Hong Semiconductor (01347) faced a net sell of HKD 1.2 billion [6] - TSMC's increased capital expenditure forecast indicates strong long-term demand driven by AI [6] - Shandong Gold (01787) received a net buy of HKD 3.03 billion, with gold prices hitting historical highs amid geopolitical tensions [7] - CNOOC (00883) saw a net buy of HKD 3.64 billion, with ongoing geopolitical tensions affecting oil prices [7] - Xiaomi Group-W (01810) and Meituan-W (03690) received net buys of HKD 5.89 billion and HKD 2.04 billion, respectively, while China Mobile (00941) and Tencent (00700) faced net sells of HKD 9.21 billion and HKD 2.71 billion [7]

企查查APP显示，近日，中海油（汕尾）海上风电有限公司成立，法定代表人张传涛，注册资本为5000 万元，经营范围包含：发电业务、输电业务、供（配）电业务；发电技术服务；太阳能发电技术服务； 风力发电技术服务等。企查查股权穿透显示，该公司由中国海油旗下中海油（广东）综合能源有限公 司、明阳智能、汕尾市投资控股有限公司共同持股。 | 序号 | | | 股东名称 | 持股比例 ÷ | | --- | --- | --- | --- | --- | | | + | 奥士 | 中海油(广东) 综合能源有限公司 | 51.00% | | | | 油 | 国有企业 大股东 | | | 2 | + | E | 明阳智慧能源集团股份公司 | 36.50% | | | | | 明阳智能 (601615.SH) | | | 3 | + | | 汕尾市投资控股有限公司 | 12.50% | | | | | 市層国企 | | ...

惠州32-5平台是南海东部油田的高产原油平台之一。为深入推进绿色低碳转型，南海东部油田以该平台 为试点，创新构建了二氧化碳高效捕集、回注与封存技术体系。 项目工艺流程主要包含原料气预处理、膜分离脱碳、膜后处理与回收三个环节。其中，膜分离脱碳环节 采用了中国海油自主研发的膜脱碳装置。该装置占用空间少、能耗低，高度适配海上平台环境。在膜后 处理与回收阶段，项目创新运用同井注采工艺，在不影响原油开采的同时，实现二氧化碳的压缩与安全 回注，解决了海上平台井槽资源紧张难题，为海上油田碳封存提供了可复制、可推广的新路径。 中化新网讯 1月19日，中国海油官网发布消息，我国首个海上膜脱碳示范工程——惠州32-5平台伴生气 回收脱碳及二氧化碳封存项目累计回收伴生气超2000万立方米，并实现对伴生气的高效脱碳、回收与资 源化利用。 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00857 | 中国石油股份 | 8.380 | 2.07% | | 00386 | 中国石油化工股 | 5.000 | 1.63% | | 02883 | 中海油田服务 | 8.000 | 1.39% | | 00883 | 中国海洋石油 | 21.780 | 1.21% | | 00338 | 上海石油化工股 | 1.450 | 0.69% | 港股石油股盘初集体拉升，中国石油股份涨超2%，中国石油化工涨1.6%刷新阶段新高，中国海洋石油 涨1.2%，中国油田服务、上海石油化工跟涨。 消息上，昨夜美盘，国际油价收涨超1.5%。光大证券发布研报称，当前美联储重启降息周期，全球贸 易冲突风险仍具不确定性，建议关注26年需求预期变化对油价的影响。本周伊朗地缘局势紧张程度加 剧，原油的地缘政治风险溢价上升，油价上涨。 另外，OPEC+已决定26Q1暂缓增产，未来有望根据原油市场变化决定原油产量，本次暂停增产有望改 善市场对原油供给端的担忧。 ...

Core Viewpoint - On January 20, the Hang Seng Index fell by 0.29%, closing at 26,487.51 points, while southbound funds through the Stock Connect recorded a net buy of HKD 36.63 billion [1]. Group 1: Market Activity - The total trading volume for the Stock Connect on January 20 was HKD 972.83 billion, with a net buy of HKD 36.63 billion [1]. - The Shanghai Stock Connect accounted for HKD 594.79 billion in trading volume with a net buy of HKD 34.44 billion, while the Shenzhen Stock Connect had a trading volume of HKD 378.04 billion and a net buy of HKD 2.18 billion [1]. Group 2: Active Stocks - In the Shanghai Stock Connect, Tencent Holdings was the most actively traded stock with a transaction amount of HKD 37.26 billion, followed by Xiaomi Group-W and Alibaba-W with transaction amounts of HKD 30.51 billion and HKD 23.91 billion, respectively [1]. - Tencent Holdings had a net buy of HKD 5.03 billion, despite its closing price dropping by 1.48% [1]. - China Mobile recorded the highest net sell amount of HKD 6.37 billion, closing flat [1]. Group 3: Shenzhen Stock Connect Activity - In the Shenzhen Stock Connect, Tencent Holdings also led with a transaction amount of HKD 26.62 billion, followed by Alibaba-W and SMIC with transaction amounts of HKD 25.02 billion and HKD 19.36 billion, respectively [2]. - Meituan-W had the highest net buy amount of HKD 2.54 billion, although it closed down by 1.17% [2]. - SMIC experienced the largest net sell amount of HKD 5.42 billion, closing down by 3.25% [2].

Core Insights - On January 20, 2026, Tencent Holdings (00700), Xiaomi Group-W (01810), and Alibaba-W (09988) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 3.726 billion, 3.051 billion, and 2.391 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), Alibaba-W (09988), and SMIC (00981) led the trading volume, with amounts of 2.662 billion, 2.502 billion, and 1.936 billion respectively [1] Southbound Stock Connect Trading Activity - The top active companies in the Southbound Stock Connect included: - Tencent Holdings (00700) with a trading amount of 3.726 billion and a net buying amount of +0.503 billion [2] - Xiaomi Group-W (01810) with a trading amount of 3.051 billion and a net buying amount of +0.287 billion [2] - Alibaba-W (09988) with a trading amount of 2.391 billion and a net selling amount of -5.778 million [2] - Other notable companies included Pop Mart (09992) and SMIC (00981) with trading amounts of 2.178 billion and 2.123 billion respectively [2] Shenzhen-Hong Kong Stock Connect Trading Activity - The top active companies in the Shenzhen-Hong Kong Stock Connect included: - Tencent Holdings (00700) with a trading amount of 2.662 billion and a net buying amount of +0.160 billion [2] - Alibaba-W (09988) with a trading amount of 2.502 billion and a net buying amount of +7.257 million [2] - SMIC (00981) with a trading amount of 1.936 billion and a net selling amount of -5.420 billion [2] - Other notable companies included Xiaomi Group-W (01810) with a trading amount of 1.603 billion and a net buying amount of +0.108 billion [2]

Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 3.663 billion today [1] - The top net purchases included Tencent Holdings at HKD 663 million, Meituan-W at HKD 573 million, and Xiaomi Group-W at HKD 395 million [1] - Continuous net buying trends were observed for Tencent over 10 days totaling HKD 10.62116 billion and Alibaba over 7 days totaling HKD 4.75655 billion [1] Group 2 - Southbound funds net sold shares of SMIC at HKD 717 million and China Mobile at HKD 637 million [1] - China Mobile has seen continuous net selling for 12 days, amounting to HKD 9.29936 billion [1] - Hua Hong Semiconductor and Xiaomi also experienced net buying trends over multiple days, with Hua Hong totaling HKD 1.33901 billion over 4 days and Xiaomi HKD 1.42914 billion over 3 days [1]

Market Overview - The Hang Seng Index fell by 76.39 points, a decrease of 0.29%, closing at 26,487.51 points [1] - The total turnover on the main board was HKD 2,377.66 million [1] - The National Enterprises Index dropped by 39.69 points, closing at 9,094.76 points, a decline of 0.43% [1] - The Hang Seng Tech Index decreased by 66.54 points, closing at 5,683.44 points, a drop of 1.16% [1] Blue-Chip Stocks - Tencent Holdings decreased by 1.48%, closing at HKD 601 [1] - Hong Kong Exchanges and Clearing fell by 1.11%, closing at HKD 427 [1] - China Mobile remained unchanged, closing at HKD 79.3 [1] - HSBC Holdings increased by 1.1%, closing at HKD 128.4 [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 0.74%, closing at HKD 43.34 [1] - Sun Hung Kai Properties decreased by 0.99%, closing at HKD 110.2 [1] - Henderson Land Development increased by 0.52%, closing at HKD 31.12 [1] Chinese Financial Stocks - Bank of China fell by 0.45%, closing at HKD 4.47 [1] - China Construction Bank decreased by 0.51%, closing at HKD 7.76 [1] - Industrial and Commercial Bank of China dropped by 0.47%, closing at HKD 6.31 [1] - Ping An Insurance rose by 0.88%, closing at HKD 69 [1] - China Life Insurance increased by 4.31%, closing at HKD 33.4 [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation fell by 0.61%, closing at HKD 4.92 [1] - China National Petroleum Corporation decreased by 0.12%, closing at HKD 8.21 [1] - CNOOC Limited dropped by 1.74%, closing at HKD 21.52 [1]