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21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 | 股份類別 H | | 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 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫 ...

中国上市公司协会11月21日消息，为促进上市公司董事会依法合规运作，提升上市公司治理效能，中国上市 公司协会开展了"2025上市公司董事会最佳实践案例征集活动"。经初审、专家委员会评审、诚信核查等环 节，最终评出2025上市公司董事会"最佳实践案例"240家，"优秀实践案例"190家，"典型实践案例"156家。 随着新"国九条"及资本市场"1+N"政策体系落实落地，资本市场对公司治理质量尤其是董事会履职能力提出 了更高要求。健全上市公司董事会制度、提升战略决策与风险监督能力，已成为推动资本市场高质量发展、 增强金融体系韧性和服务实体经济能力的关键举措。从入围公司实践来看，上市公司董事会在发挥战略引领 作用、健全投资者关系管理体系、加强内控制度建设、践行ESG理念等方面取得了显著成效。 具体来看，上市公司董事会作为公司治理的核心，切实发挥战略决策主体作用，紧密对接国家宏观政策与产 业导向，以创新驱动发展战略为引领、以数字中国战略为目标，以清晰、前瞻的战略规划锚定发展方向，将 公司成长深度融入现代化产业体系建设大局。通过建立健全制度体系、强化履职保障，提升战略规划管理的 规范性和有效性。 围绕证监会《上市公司监管 ...

中化新网讯 当地时间11月17日，在巴西贝伦举行的《联合国气候变化框架公约》第三十次缔约方大会 (COP30)期间，生态环境部宣传教育中心与大道应对气候变化促进中心联合发布《2025美丽中国·绿色空 间使用者典型案例集》和《2025企业(园区)气候行动案例集》。中国石化（600028）所属企业两案例分 别入选。 中国石化青岛炼化"赋能'东方氢岛'打造零碳新标杆"案例作为27个案例之一入选《2025企业(园区)气候 行动案例集》。据了解，青岛炼化已建成全国首个工厂化海水制氢科研项目和全国首个全海水环境漂浮 式光伏工业电站，通过全国首座碳中和加氢站认证，成为胶东地区唯一的燃料电池氢供应中心，入 选"氢进万家"科技示范工程，为传统能源企业绿色低碳转型提供了可复制的工业耦合范式。 此次发布的案例集以中英文双语形式面向全球发布，系统展现了中国在生活、商业与公共空间中践行绿 色发展的创新实践，分享中国企业在应对气候变化领域的创新实践与成果，为全球生态文明建设与气候 治理提供了可借鉴的中国方案。 中国石化海南石油海口永万站"能源至净，生活至美，积极打造碳中和"案例作为40个案例之一入选 《2025美丽中国·绿色空间使用者典 ...

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: 20 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 ...

证券之星消息，11月20日炼化及贸易板块较上一交易日下跌1.34%，统一股份领跌。当日上证指数报收 于3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。炼化及贸易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) | | --- | --- | --- | --- | --- | --- | | 002476 | 宝莫股份 | 6.30 | 7.88% | 70.66万 | 4.41亿 | | 600028 | 中国石化 | 6.05 | 0.00% | 274.19万 | 16.64亿 | | 603223 | 恒通股份 | 10.70 | -0.28% | 5.27万 | 5600.99万 | | 002377 | 国创高新 | 3.15 | -0.32% | 16.93万 | 5331.17万 | | 300135 | 宝利国际 | 4.22 | -0.71% | 15.95万 | 6750.06万 | | 000301 | 东方感虹 | 10.06 | -0.89% | 17.15万 | 1.74亿 | | 001316 | ...

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20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 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫 ...

Group 1 - The core viewpoint of the article highlights the establishment of Sinopec Deep Detection Technology (Shanghai) Co., Ltd., which signifies Sinopec's strategic investment in the detection technology sector [2] - The newly established company has a registered capital of 153 million RMB and its business scope includes new material technology research and development, sales of analytical instruments, software sales, and inspection and testing services [2] - Sinopec holds 100% ownership of the new company, indicating a strong commitment to advancing its technological capabilities in the detection field [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the chemical industry, including Sinopec, Jiangshan Co., and others [9][19]. Core Viewpoints - The report highlights the significant price increases in products such as toluene (up 25.22%) and liquid chlorine (up 13.73%), while products like butadiene and vinyl acetate saw notable declines [4][5][16]. - It suggests focusing on investment opportunities in areas such as import substitution, domestic demand, and high dividend stocks, particularly in light of the current international oil price fluctuations [6][19]. - The report anticipates that the international oil price will stabilize around $65 per barrel, which could benefit companies with high dividend yields and those that are sensitive to raw material price declines [6][19]. Summary by Sections Chemical Industry Investment Suggestions - The report emphasizes the importance of monitoring sectors like glyphosate, fertilizers, and high-dividend assets for potential investment opportunities [19]. - It recommends companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical, which are expected to enter a favorable economic cycle [19]. - The report also highlights the resilience of domestic chemical fertilizer and certain pesticide sectors, suggesting a focus on companies like China Heartland Fertilizer and Hualu Hengsheng [19]. Price Trends and Market Analysis - The report notes that while some chemical products have rebounded in price, the overall industry remains weak, with mixed performance across sub-sectors [17][19]. - It provides detailed price movements for various chemicals, indicating a general trend of price increases for certain products and declines for others [4][5][16]. - The report discusses the impact of OPEC's decisions on oil prices and how this affects the chemical industry, particularly in terms of raw material costs [6][20]. Company Focus and Earnings Forecast - The report includes a detailed earnings forecast for key companies, with a focus on their expected EPS and PE ratios for the coming years [9]. - Companies such as Sinopec, Jiangshan Co., and others are highlighted for their strong market positions and potential for growth [9][19]. - The report suggests that companies with strong asset quality and high dividend yields, like the "three barrels of oil," will benefit from the current market conditions [19].

Core Viewpoint - The signing of the investment agreement between Sinopec Sichuan Sales Company and the Shangri-La Municipal Government marks the beginning of a comprehensive and diversified strategic cooperation in the traditional Chinese medicine industry, specifically focusing on the development of the Fritillaria (川贝母) industry, which aims to promote local economic growth and rural revitalization [1][3][5]. Group 1: Investment Agreement and Strategic Cooperation - The investment agreement aims to integrate resources and establish a full-chain development system for the Fritillaria industry, including the construction of a seedling planting base, a modern processing industrial park, and a research and innovation center [7]. - The project includes the establishment of a seedling base capable of producing 50 tons of raw materials and 1 billion seedlings annually, alongside a modern processing facility and a national-level Fritillaria industry park [7]. - The cooperation is expected to enhance the brand "Xiangyunbei" and expand its market presence both domestically and internationally [7]. Group 2: Company Background and Market Potential - Sinopec Sichuan Sales Company has developed a business model that includes both oil and non-oil products, achieving strategic partnerships with 16 local governments in Sichuan [4]. - The company emphasizes the significant medicinal value and market demand for Fritillaria, indicating a promising future for the industry [5]. - The collaboration is seen as a responsibility to support rural revitalization and improve local economic quality and efficiency [5].

开源证券认为，在"反内卷"浪潮席卷而来的当下，建议关注以下方向：一是产品丰富、体量大的龙头公 司，二是在反内卷走在前列且周期拐点率先到来的子行业，三是潜在去产能空间较大的行业，四是自主 可控以及未来成长空间较大的新材料。 11月20日，石化ETF（159731）高开低走，现跌幅约为0.6%，持仓股藏格矿业、盐湖股份、三棵树等涨 幅居前。从资金净流入方面来看，石化ETF近10日有8个交易日获得资金净流入，合计"吸金"1691万 元。石化ETF最新份额达2.11亿份，最新规模1.80亿元，均创成立以来新高。 近日，中国石化石油化工科学研究院重油高效催化裂解（RTC）技术在中国石化镇海炼化完成考核标 定，实现炼油加工流程"柴油零产出"重大突破，标志着我国在重油高效转化和炼化一体化技术领域取得 领先地位，为化解石化行业成品油过剩危机、推动炼化企业"减油增化"转型提供了短流程、高效率的示 范解决方案。 石化ETF（159731）紧密跟踪中证石化产业指数，从申万一级行业分布来看，基础化工行业占比为 60.85%，石油石化行业占比为32.16%，顶层设计引导行业高质量发展， "绿色化、高端化、智能化"是 未来发展的明确方向 ...