Sinopec Corp.(600028)
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中石化缘何青睐科润新材
Cai Jing Wang· 2025-11-19 14:09
Core Insights - Sinopec is actively investing in the hydrogen energy sector, particularly through its partnership with Suzhou Korun New Materials Co., Ltd. (Korun New Materials), focusing on the development of perfluorosulfonic acid proton exchange membranes [1][2][3] Group 1: Strategic Partnerships - Sinopec and Korun New Materials have signed a strategic cooperation framework agreement for joint research on perfluorosulfonic acid proton exchange membranes [1] - Sinopec has previously engaged with Korun New Materials, including participation in a hydrogen energy application conference and a supply-demand matching project [2] - Sinopec holds a 6.89% stake in Korun New Materials, making it the largest state-owned shareholder [2] Group 2: Market Potential - The global market for proton exchange membranes is projected to reach 1.56 billion yuan in 2024, with a compound annual growth rate of 50.6% expected until 2030, potentially reaching 18.2 billion yuan [4] - The demand for perfluorosulfonic acid proton exchange membranes is rapidly increasing due to their critical role in hydrogen fuel cells, electrolysis for green hydrogen, and the chlor-alkali industry [4][5] Group 3: Domestic Production and Innovation - Korun New Materials is one of only two companies in China capable of mass-producing perfluorosulfonic acid proton exchange membranes, indicating a significant step towards domestic production [6] - The company has achieved notable advancements in the field, including the development of high-performance ultra-thin composite proton exchange membranes, which have been recognized with a provincial science and technology award [7] - Korun New Materials has established itself as a market leader, being the first in China to achieve mass production of proton exchange membranes for flow batteries, with over 70% of large-scale flow battery projects utilizing its products [8] Group 4: Vision and Goals - Korun New Materials aims to become the world's leading producer of perfluorosulfonic acid proton exchange membranes, aligning with Sinopec's strategic goals in the hydrogen energy sector [9]
中国石化(600028) - 中国石化H股公告-翌日披露表格

2025-11-19 10:00
EE305 Next Day Disclosure Return (Equity issuer - changes in issued shares or treasury shares, share buybacks and/or on-market sales of treasury shares) Instrument: Equity issuer Status: New Submission Name of Issuer: China Petroleum & Chemical Corporation Date Submitted: 19 November 2025 Section I must be completed by a listed issuer where has been a charge in its issued shares or teasury shares which is discloseable pursuant to rule 13.25A of the Rules Gov .i.sting of Securities on The Stock Exchange of H ...
2.37亿元主力资金今日抢筹石油石化板块
Sou Hu Cai Jing· 2025-11-19 09:28
| 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 600028 | 中国石化 | 4.31 | 0.45 | 23468.45 | | 600938 | 中国海油 | 3.29 | 1.67 | 22843.02 | | 601857 | 中国石油 | 4.05 | 0.14 | 9520.08 | | 300055 | 万邦达 | 2.86 | 5.03 | 2819.54 | | 300164 | 通源石油 | 1.45 | 19.20 | 1877.52 | | 600968 | 海油发展 | 0.51 | 0.38 | 1772.52 | | 600256 | 广汇能源 | 0.38 | 0.80 | 869.85 | | 002828 | 贝肯能源 | -0.33 | 11.77 | 709.20 | | 000554 | 泰山石油 | 1.12 | 6.51 | 470.95 | | 000819 | 岳阳兴长 | -0.48 | 2.27 | 379.26 | | 300191 | 潜 ...
中国石油化工股份(00386) - 翌日披露报表

2025-11-19 09:26
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 中國石油化工股份有限公司 呈交日期: 2025年11月19日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | H 股份類別 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00386 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | 佔有關事件前的現有已發 | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份( ...
国企改革板块11月19日涨0.3%,英力特领涨,主力资金净流出76.99亿元





Sou Hu Cai Jing· 2025-11-19 09:16
证券之星消息,11月19日国企改革板块较上一交易日上涨0.3%,英 力 特领涨。当日上证指数报收于 3946.74,上涨0.18%。深证成指报收于13080.09,下跌0.0%。国企改革板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 000635 | 英力特 | 10.29 | 10.05% | | 15.37万 | 1.56亿 | | 002059 | 云南旅游 | 6.24 | 10.05% | | 109.48万 | 6.66亿 | | 600756 | 浪潮软件 | 23.83 | 10.02% | | 5.32万 | 1.27亿 | | 002696 | 百洋股份 | 7.91 | 10.01% | P | 32.36万 | 2.45亿 | | 618009 | 亚星化学 | 10.77 | 10.01% | | 4712.01 | 507.48万 | | 000547 | 航天发展 | 12.53 | 10.01% | | 185.06万 | 2 ...
能源企业全面开启冬供模式
Yang Shi Xin Wen Ke Hu Duan· 2025-11-19 09:12
随着新一轮寒潮天气的到来,我国北方地区集中供暖已经正式开启,能源保供也步入迎峰度冬关键期。 能源企业全面开启冬供模式。 供暖季来临 能源企业全面开启冬供模式 中国石油今冬明春供暖季,安排天然气保供资源量同比增长3.7%,约占国内供应总量的六成。 中国石油生产经营管理部总调度室处长 乔跃:我们组织长庆、塔里木、西南、青海等油气田开足马 力,全力增产;我们最高日供气量达到7.38亿立方米,保障北方地区集中供暖。 管网加速建设 提升"全国一张网"度峰能力 天然气输送网络的稳定性与应急能力直接关系全国的能源安全。国家管网集团集中统一调配,加强设备 设施安全维护,提升管网应急能力。 在山东青岛,一艘满载6.9万吨液化天然气的运输船靠泊接收站,开始接卸作业。这是该站10月以来接 卸的第7船液化天然气。 作为华北地区天然气调峰保供的重要枢纽,天津液化天然气接收站采用"双船在泊、同步卸料"的作业模 式,提升接卸效率和储备能力。 中国石化天然气分公司天津液化公司总经理 刘景俊:依托智能化管控平台,实现从船舶接卸到管网外 输的全链条精细化管理,日均外输气量在1000万立方米左右,高峰期外输能力可以达到5800万立方米。 在推动海 ...
突然跳水,外围传来大消息
Zheng Quan Shi Bao· 2025-11-19 06:11
Group 1 - Japanese stock market experienced a significant drop in the afternoon after an initial rally in the morning, influenced by external market conditions [1][3] - Japan's economic stimulus plan is expected to exceed 20 trillion yen, with an additional budget of approximately 17 trillion yen, leading to a sell-off in Japanese government bonds [1][5] - The yield on Japan's 10-year government bonds surged to over 1.78%, marking a significant increase and raising concerns about liquidity issues in global markets [1][5] Group 2 - A-shares showed a mixed performance, with major stocks like Sinopec and China National Petroleum rising over 4%, while the overall market remained divided with fewer than 1,000 stocks gaining [3] - Insurance funds in China have significantly increased their equity asset allocation to nearly historical highs, with stock and fund investment ratios rising to 15.5% [3] - Concerns about the potential for Japan's fiscal risks to impact global markets are growing, as investors worry about the government's commitment to budget balance and long-term fiscal goals [5]
A股权重股行情明显 银行板块走强
Qi Huo Ri Bao Wang· 2025-11-19 05:37
银行板块中,中国银行、光大银行、交通银行等个股涨幅居前。保险板块中,五大险企集体上涨,中国 人保、中国人寿涨幅居前。 长江证券表示,四季度以来,银行股重拾升势,国有行指数率先创新高,反映配置盘持续加仓。观察 2023年以来的走势,短期市场风格因素和交易性资金始终无法改变银行股系统性重估的方向,只能造成 短期的上行或下行波动,而每轮调整都为配置力量带来加仓机会。 长江证券认为,对于以国有行为代表的大型银行股,配置盘正在以债券思维和替换非标资产的思路进行 长期战略配置,对短期股息率和业绩增速的容忍度明显比市场预期更宽松。另外,配置盘也在逐步加仓 大市值的优质城商行。目前长三角头部城商行的总市值和资金承载量大,有利于重视股息率的大型保险 资本持续增配,中小保险2026年会计准则切换,也可能逐步增配。 期货日报网讯(记者 肖佳煊)11月19日上午,A股权重股行情明显。截至上午收盘,上证指数下跌 0.04%,深证成指下跌0.32%,创业板指上涨0.12%。市场半日成交额超1.11万亿元。 保险板块大涨,中国人保涨超3%;银行板块走强,中国银行涨2.77%,盘中股价创历史新高;中国石油 涨3.85%,盘中股价创今年以来新 ...
刚刚,A股突变!
天天基金网· 2025-11-19 05:20
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限 量发放!先到先得! 刚刚,跳水了! 11月19日上午,A股市场走出"过山车"行情,午前震荡走低。截至午间收盘,上证指数跌 0.04%,深证成指跌0.32%,创业板指涨0.12%;上证50指数、沪深300指数飘红。 | 3938.29 | which | 13038.33 WY --- | | any and man and the maint of the maint of the maint of the maint of the maint of the maint of the maint of the mail of the mai 3072.79 | | --- | --- | --- | --- | --- | | 上证指数 -0.04% | | 深证成指 -0.32% | | 创业板指 +0.12% | | 1343.15 mm -- | | 3017.10 | 4577.77 ~~ | 1459.23 1 | | 科创50 -1.09% | | 上证50 +0.47% | 沪深300 +0.21% | ...
化工品价格有望底部回暖,石化ETF(159731)连续3天净流入
Xin Lang Cai Jing· 2025-11-19 03:39
中信证券研报称,化工板块目前主要围绕三大主线进行交易:1)储能需求带动产业链景气度提升,上游锂电等材料供需格局有望重塑,重点推荐新能源相 关的材料标的、六氟磷酸锂、磷酸铁及磷酸铁锂产业链;2)化工反内卷持续加码,多行业发起行业自律,化工品价格有望底部回暖;3)化工品行业自身高 景气,主营业务有望保持高增长。 石化ETF紧密跟踪中证石化产业指数,数据显示,截至2025年10月31日,中证石化产业指数前十大权重股分别为万华化学、中国石油、盐湖股份、中国石 化、中国海油、巨化股份、藏格矿业、金发科技、宝丰能源和华鲁恒升,前十大权重股合计占比56.05%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600309 | 万华化学 | -0.37% | 10.47% | | 601857 | 中国石油 | 4.05% | 7.63% | | 000792 | 盐湖股份 | 5.58% | 6.44% | | 600028 | 中国石化 | 4.83% | 6.44% | | 600938 | 甲国海海 | 2.97% | 5.22% | | 600160 ...