企查查APP显示，近日，泰顺县温石泰宇新能源科技有限责任公司成立，法定代表人为王翀，注册资本 为1000万元，经营范围包含：储能技术服务；电动汽车充电基础设施运营；集中式快速充电站；机动车 充电销售；充电桩销售等。企查查股权穿透显示，该公司由泰顺县城镇发展集团有限公司、中国石化 （600028）旗下中国石化销售股份有限公司共同持股。 （原标题：中国石化等投资成立新能源科技公司） ...

中石化（大连）石油化工研究院有限公司，成立于2022年，位于大连市，是一家以从事研究和试验发展 为主的企业。企业注册资本338459.08万人民币。通过天眼查大数据分析，中石化（大连）石油化工研 究院有限公司共对外投资了1家企业，参与招投标项目1173次，专利信息4657条，此外企业还拥有行政 许可58个。 来源：金融界 金融界2025年8月5日消息，国家知识产权局信息显示，中国石油化工股份有限公司、中石化（大连）石 油化工研究院有限公司取得一项名为"一种富含芳烃柴油加氢改质方法"的专利，授权公告号 CN117402649B，申请日期为2022年07月。 天眼查资料显示，中国石油化工股份有限公司，成立于2000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12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了263家企业，参与招投标项目5000次，财产线索方面有商标信息45条，专利 信息5000条，此外企业还拥有行政许可40个。 ...

Group 1 - The core viewpoint is that the oil and gas industry is experiencing structural changes, shifting from fuel-based refining to chemical-based refining due to declining demand for traditional fuel products and the push for renewable energy [2] - The government is implementing policies to limit the growth of domestic refining capacity and accelerate the elimination of outdated small refining units, while promoting the replacement of advanced low-emission new capacities [2] - Leading refining companies are expected to enhance their product structure by increasing the yield of chemical raw materials like propylene and ethylene, which will reduce carbon emissions and improve product value [2] Group 2 - As of July 31, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index accounted for 65.78% of the index, with major companies including Sinopec, PetroChina, and CNOOC [3] - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [2][3] - The oil and gas ETF closely tracks the National Petroleum and Natural Gas Index, indicating a positive market trend with a recent increase of 0.68% [1]

金融界2025年8月8日消息，国家知识产权局信息显示，中国石油化工股份有限公司、中石化（北京）化 工研究院有限公司取得一项名为"装填有催化剂的反应器及应用和制备苯酐的方法"的专利，授权公告号 CN116651331B，申请日期为2022年02月。 来源：金融界 天眼查资料显示，中国石油化工股份有限公司，成立于2000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12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了263家企业，参与招投标项目5000次，财产线索方面有商标信息45条，专利 信息5000条，此外企业还拥有行政许可40个。 中石化（北京）化工研究院有限公司，成立于2021年，位于北京市，是一家以从事化学原料和化学制品 制造业为主的企业。企业注册资本10000万人民币。通过天眼查大数据分析，中石化（北京）化工研究 院有限公司共对外投资了4家企业，参与招投标项目1365次，财产线索方面有商标信息16条，专利信息 1676条，此外企业还拥有行政许可938个。 ...

Overview - Metallocene polyethylene (mPE) is recognized for its narrow molecular weight distribution, regular molecular structure, high mechanical strength, excellent optical properties, and good processing stability, earning it the nickname "soft gold" in the polyolefin sector [1][16] - The demand for high-performance materials, particularly in packaging, agricultural films, and pipes, has been increasing in China due to economic growth and rising living standards. The apparent consumption of mPE in China is projected to reach approximately 3 million tons in 2024, with imports hitting 2.72 million tons, resulting in a high import dependency of 90.67% [1][16] Industry Background - The production of mPE is supported by national policies aimed at developing new materials, with the "Production of Metallocene Polyethylene and Other Special Polyolefins" listed as a key development area in the "Industrial Structure Adjustment Directory (2024)" [8] - Continuous advancements in production technology and catalyst development have allowed domestic companies to narrow the gap with international standards [8] Industry Chain - The upstream of the mPE industry includes suppliers of raw materials like ethylene and propylene, as well as suppliers of catalysts, antioxidants, stabilizers, and production equipment. The midstream involves the production and processing of mPE, while the downstream encompasses various application markets, including food packaging films, stretch films, and pipes [12] Consumption Structure - Food packaging films represent the largest consumption market for mPE in China, accounting for 29.4% of total consumption, followed by stretch films and greenhouse films at approximately 19% and 18.6%, respectively [14] Competitive Landscape - The mPE production technology is complex, and China has historically relied heavily on imports. Major suppliers include ExxonMobil (40% market share), Dow Chemical (30%), and Mitsui Chemicals (13%) [18] - Domestic producers include Sinopec, PetroChina, and Shenyang Chemical, with a projected total production of about 350,000 tons in 2024. Sinopec is expected to account for 30% and PetroChina for 65% of this production [20] - There are currently seven mPE projects under construction in China, with a combined designed capacity exceeding 3.7 million tons, which is expected to alter the domestic supply landscape and reduce import dependency [20] Development Trends - The number of mPE projects under construction indicates a future increase in production capacity, which will help reduce import reliance and enhance domestic competitiveness. The industry is also moving towards green production and recycling, with a focus on energy conservation and sustainable product design [22]

近日，中国石化（600028）7000亿和700亿参数的长城大模型，通过中国信息通信研究院、中国泰尔实 验室组织的专业能力评测认证，其系统生产能力、运营能力、安全保障能力、通用能力、行业能力等均 达到"引领级"标准（最高级），成为首个通过评测的MoE架构（混合专家架构）行业大模型。 当前，长城大模型正加快全方位赋能中国石化智能化建设。截至目前，用户数量累计超10万，日应用 6000余次，日均token用量达1.5亿，赋能200余个信息系统，构建智能体1590个，有力支撑审计、钻井、 地热、设备等专业级（L2）模型训练和应用场景建设。中国石化将以此次评测认证为新起点，充分发 挥长城大模型技术优势，持续夯实智能底座，深化人工智能与能源化工产业融合创新，推动行业数智化 转型。 （康效龙） ...

Core Viewpoint - The successful commissioning of the world's largest single-series acrylonitrile plant by Zhenhai Refining and Chemical Company, utilizing Shanghai Institute's technology, marks a significant advancement in the acrylonitrile production industry [2]. Group 1: Company Developments - Zhenhai Refining and Chemical has successfully started up a 400,000 tons/year acrylonitrile facility, achieving stable operation and producing qualified products [2]. - The Shanghai Institute has developed proprietary S-ANT acrylonitrile technology, which has been industrialized and applied in several large-scale acrylonitrile plants in China [2]. - The new generation of 400,000 tons/year technology package developed by Shanghai Institute features high-efficiency acrylonitrile catalysts that enhance yield, stability, and pressure resistance, thereby reducing energy consumption and improving environmental standards [2]. Group 2: Industry Insights - Acrylonitrile is a crucial raw material for three major synthetic materials: plastics, synthetic rubber, and synthetic fibers, with downstream applications including ABS resin, acrylic fiber, acrylamide, and carbon fiber [2]. - ABS has emerged as the leading consumer market for acrylonitrile, while other downstream products like adiponitrile and carbon fiber are also gaining popularity [2]. - The primary industrial production methods for acrylonitrile are propylene ammoxidation and propane ammoxidation, with over 90% of global production utilizing the propylene ammoxidation method [2].

金融界2025年8月7日消息，国家知识产权局信息显示，中国石油化工股份有限公司、北京化工大学申请 一项名为"氧化石墨烯接枝磺化聚苯乙烯材料及其制备方法"的专利，公开号CN120424520A，申请日期 为2024年02月。 专利摘要显示，本发明涉及聚苯乙烯材料领域，公开了一种氧化石墨烯接枝磺化聚苯乙烯材料及其制备 方法。该方法包括：(1)在溶剂I存在下，将乙酸酐与浓度为≮90wt％的硫酸进行第一混合反应，得到磺 化试剂；(2)在溶剂I存在下，将所述磺化试剂与聚苯乙烯进行第二混合反应，得到所述磺化聚苯乙烯； (3)将含有氧化石墨烯的第一溶液、含有磺化聚苯乙烯的第二溶液进行接触反应，任选地，所述接触反 应在浓度为≮90wt％的硫酸存在下进行。采用本发明提供的制备氧化石墨烯接枝磺化聚苯乙烯材料的方 法，操作简单，反应效率高，接枝密度可调节。 来源：金融界 ...

金融界2025年8月7日消息，国家知识产权局信息显示，中国石油化工股份有限公司;中石化（北京）化 工研究院有限公司申请一项名为"端环氧溶聚丁苯橡胶及其制备方法和应用"的专利，公开号 CN120424251A，申请日期为2024年02月。 中石化（北京）化工研究院有限公司，成立于2021年，位于北京市，是一家以从事化学原料和化学制品 制造业为主的企业。企业注册资本10000万人民币。通过天眼查大数据分析，中石化（北京）化工研究 院有限公司共对外投资了4家企业，参与招投标项目1365次，财产线索方面有商标信息16条，专利信息 1672条，此外企业还拥有行政许可938个。 来源：金融界 天眼查资料显示，中国石油化工股份有限公司，成立于2000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12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了263家企业，参与招投标项目5000次，财产线索方面有商标信息45条，专利 信息5000条，此外企业还拥有行政许可40个。 专利摘要显示，本发明涉及化工合成技术领域，公开了一种端环氧溶聚丁苯橡胶的制备方法，其中， ...

Investment Rating - The report maintains a "Buy" rating for several companies including Xinyangfeng, Senqilin, Ruifeng New Materials, Sinopec, Juhua, Yangnong Chemical, CNOOC, Sailun Tire, and Zhenhua [12]. Core Viewpoints - The report highlights significant price increases in products such as Epoxy Chloropropane (up 11.43%) and Phosphoric Pentoxide (up 9.29%), while products like Liquid Chlorine saw a substantial decrease (down 34.78%) [6][9]. - The report suggests focusing on investment opportunities in import substitution, domestic demand, and high dividend stocks due to the rapid rise in international oil prices influenced by geopolitical tensions [8][24]. - The chemical industry is currently experiencing a mixed performance, with some sectors like lubricants showing unexpected strength, while others remain weak due to overcapacity and subdued demand [22][24]. Summary by Sections Chemical Industry Investment Suggestions - The report discusses the impact of rising international oil prices and suggests monitoring the market for potential investment opportunities in sectors like glyphosate, fertilizers, and high-dividend assets [20][24]. - Specific recommendations include focusing on companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical, which are expected to enter a favorable economic cycle [10][24]. Price Trends of Chemical Products - The report notes that while some chemical products have rebounded in price, others continue to decline, indicating a mixed market environment [9][22]. - Key price movements include significant increases in Epoxy Chloropropane and Phosphoric Pentoxide, while Liquid Chlorine and Natural Rubber have seen notable declines [21][22]. Market Dynamics - The report outlines the current dynamics in the oil market, emphasizing the influence of U.S. sanctions on Russia and the resulting volatility in oil prices, which are expected to stabilize between $65 and $70 per barrel [8][25]. - It also highlights the cautious sentiment among downstream buyers, which is affecting the overall demand for various chemical products [28][30].