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"一种复合吸附剂及其制备方法"的专利，授权公告号 CN116474739B，申请日期为2022年01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。 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。 ...

Core Points - The U.S. government has reached an agreement with Pakistan to assist in developing its oil reserves, amidst ongoing trade tensions globally [1][3] - The announcement comes after recent meetings between U.S. Secretary of State and Pakistani officials, indicating a shift from tariff discussions to oil cooperation [3] - The U.S. is likely to select major oil companies, such as ExxonMobil and Shell, as partners for this initiative, given their political connections and financial contributions to the Republican Party [8][10] Industry Insights - Global oil consumption is projected to reach 101 million barrels per day in 2024, with the U.S. leading at 18.995 million barrels per day, despite a slight decline [6] - The latest Fortune Global 500 list includes 45 oil and gas companies, with Chinese firms dominating the top ranks, highlighting the competitive landscape in the oil industry [7][8] - The potential for U.S. companies to gain access to Pakistan's oil resources could shift the balance of power in the global energy market, especially against the backdrop of U.S.-China relations [16][20]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001316 | 润贝航科 | 34.37 | 3.06% | 3.19万 | | 1.09亿 | | 002986 | 宇新股份 | 13.30 | 2.39% | 34.31万 | | 4.59 Z | | 300839 | 博汇股份 | 12.89 | 1.74% | 13.31万 | | 1.67亿 | | 000637 | 成化实化 | 4.22 | 1.44% | ﺎ 11.25万 | | 4716.05万 | | 603223 | 恒通股份 | 9.97 | 1.32% | 7.89万 | | 7847.07万 | | 603798 | 康普顿 | 11.69 | 1.21% | 4.68万 | | 5460.44万 | | 002476 | 宝莫股份 | 4.78 | 0.84% | 9.82万 | | 4677.21万 | | 000985 | 大庆华科 | 18.81 | 0.80% | 1.29万 | | 24 ...

Group 1 - The oil industry experienced a slight increase of 0.08% on August 4, with a net outflow of main funds amounting to 4.0268 million yuan [1] - Among the constituent stocks, 11 rose while 9 fell, indicating mixed performance within the sector [1] - The top net outflows were recorded for China National Offshore Oil Corporation (CNOOC) at 27.5103 million yuan, followed by *ST Xinchao at 15.0106 million yuan, and Guangju Energy at 9.3863 million yuan [1] Group 2 - China National Petroleum Corporation (CNPC) shares were priced at 8.47 yuan, with a decrease of 0.47% and a net inflow of 3.88638 million yuan, representing 4.0% of the main fund [1] - China Petroleum & Chemical Corporation (Sinopec) shares were priced at 5.65 yuan, down 0.72%, with a net inflow of 0.42157 million yuan, accounting for 2.59% of the main fund [1] - Shanghai Petrochemical Company shares were priced at 2.83 yuan, down 0.77%, with a net inflow of 0.07935 million yuan, representing 7.68% of the main fund [1]

Group 1 - The core viewpoint of the report is that the target prices for China Petroleum (601857) and Sinopec (600028) have been lowered due to challenging market conditions in the downstream oil sector [1] - The target price for China Petroleum has been adjusted from HKD 4.6 to HKD 4.5, while Sinopec's target price has been reduced from RMB 6.5 to RMB 6.3 [1] - Despite the target price adjustments, the firm maintains an "outperform" rating for Sinopec's H-shares and A-shares, indicating a preference order among the "three oil giants" [1] Group 2 - Sinopec has issued a profit warning for the first half of 2025, indicating weaker profitability in the second quarter of 2025, which reflects ongoing challenges in the domestic oil downstream sector [1] - The market appears to overestimate the potential benefits for Sinopec and other Chinese refining companies from China's anti-involution policies, according to the report [1] - The firm has revised its earnings forecasts for Sinopec downwards by 4% to 5% for the fiscal years 2025 to 2027, in light of the anticipated weak performance in the second quarter of 2025 [1]

Group 1 - The core viewpoint of the report indicates that Citibank has lowered the target price for China Petroleum & Chemical Corporation (Sinopec) from HKD 4.6 to HKD 4.5, and for Sinopec's A-shares from RMB 6.5 to RMB 6.3 [1] - Citibank maintains an "outperform" rating for both Sinopec's H-shares and A-shares, but highlights a preference order for the "Big Three" oil companies, ranking China Petroleum (00857) and CNOOC (00883) higher than Sinopec [1] - The report notes that Sinopec issued a profit warning for the first half of 2025, indicating weak profitability in Q2 2025, reflecting ongoing challenges in the domestic oil downstream (refining and chemicals) industry [1] Group 2 - The market seems to expect that Sinopec and other Chinese refining companies will benefit from China's anti-involution policies, but Citibank believes the upside potential may be overestimated [1] - The financial forecasts for Sinopec for the fiscal years 2025 to 2027 have been revised down by 4% to 5% to account for the weak performance expected in Q2 2025 [1]

Group 1: Oil Price Overview - As of the week ending August 1, 2025, oil prices have generally increased, influenced by a trade agreement between the US and Europe, and concerns over tightening supply due to potential sanctions on Russian oil buyers [2][3] - Brent crude futures settled at $69.67 per barrel, up $2.01 per barrel (+2.97%) from the previous week, while WTI crude futures settled at $67.33 per barrel, up $2.17 per barrel (+3.33%) [1][2] Group 2: Oil Supply and Demand in the US - As of the week ending July 25, 2025, US crude oil production was 13.314 million barrels per day, an increase of 41,000 barrels per day from the previous week [3] - The number of active drilling rigs in the US decreased by 5 to 410 rigs as of August 1, 2025, while the number of hydraulic fracturing fleets decreased by 1 to 167 [3] - US refinery crude processing volume was 16.911 million barrels per day, down 25,000 barrels per day from the previous week, with a refinery utilization rate of 95.40%, a decrease of 0.1 percentage points [3] Group 3: US Oil Inventory - As of the week ending July 25, 2025, total US crude oil inventory increased by 7.936 million barrels (+0.97%) to 829 million barrels, with strategic oil inventory rising by 238,000 barrels (+0.06%) and commercial crude inventory increasing by 7.698 million barrels (+1.84%) [3] - Cushing, Oklahoma crude oil inventory rose by 690,000 barrels (+3.16%) to 22.553 million barrels [3] Group 4: Related Companies - Relevant companies in the oil sector include China National Offshore Oil Corporation (CNOOC), China Petroleum & Chemical Corporation (Sinopec), and China National Petroleum Corporation (PetroChina) [4]

Core Points - The FTSE China A50 Index saw strong performance in banking and insurance sectors, while the oil industry experienced declines [1] Banking Sector - Everbright Bank has a market capitalization of 239.89 billion with a trading volume of 537 million, closing at 4.06, up by 0.01 (0.25%) [4] - Major banks like China Life and Ping An also showed slight increases in their stock prices [4] Insurance Sector - China Life has a market capitalization of 436.19 billion, with a trading volume of 890 million, closing at 58.21, up by 0.02 (0.05%) [4] - Ping An and China Pacific Insurance also reported minor gains in their stock prices [4] Alcohol Industry - Kweichow Moutai leads with a market capitalization of 1,782.55 billion, trading at 1,419.00, down by 0.71 (-0.40%) [4] - Other notable companies like Shanxi Fenjiu and Wuliangye showed mixed performance [4] Oil Industry - Sinopec has a market capitalization of 685.04 billion, closing at 8.47, down by 0.04 (-0.70%) [4] - China National Petroleum Corporation also experienced a decline in stock price [4] Automotive Sector - BYD has a market capitalization of 956.21 billion, closing at 104.88, down by 0.92 (-0.87%) [5] - The sector is facing challenges despite its significant market presence [5] Technology Sector - Major tech companies like CATL and Industrial Fulian reported strong trading volumes, with CATL closing at 266.48, up by 0.08 (0.40%) [5] - The semiconductor industry is also showing growth potential [5] Consumer Electronics - Companies like Luxshare Precision and Industrial Fulian are experiencing fluctuations in stock prices, with Luxshare closing at 36.24, down by 0.40 (-1.09%) [5] - The sector remains competitive with ongoing innovations [5] Pharmaceutical Sector - Hengrui Medicine has a market capitalization of 235.11 billion, closing at 45.91, up by 0.69 (1.13%) [5] - The pharmaceutical industry continues to attract investment due to its growth prospects [5]

张达，中国石化镇海炼化公司副总工程师、生产部(调度部)经理。28年前，他从浙江大学化工专业毕业 来到镇海炼化；28年后，他已从一名基层班组外操成长为企业生产调度的"指挥官"。 今年"五一"前夕，张达被评为全国劳动模范。 张达电脑里存着一张全球原油图谱。"渣油被有些企业视为'鸡肋'，但我们偏要做出有价值的产品。"他 说。 作为原油重质化的攻坚者，张达带领团队经过近3年的持续优化，成功建立了一条以沸腾床渣油加氢装 置为核心的重油加工路线。这套装置创下了长周期运行新纪录，并获得法国专利商阿克森斯认证。4年 来，这条原油重质化加工路线最大限度挖掘了未转化油的潜在价值。 张达所在的镇海基地是中国石化四大基地的重要组成部分。在基地庞大的能源链条中，张达一直在琢 磨：如何在宏观层面盘活资源、如何在微观层面确保每一滴原油的最大价值。 张达牵头编制了《镇海炼化2030年前碳达峰方案》，开展清洁能源替代，提升清洁能源供给能力；积极 推进碳资产管理系统建设，做好日常碳排放监控，镇海炼化119套能源装置、917条能源活动数据都被纳 入智能监控；高效落实生物航煤装置试生产工作，成功产出生物航煤合格产品。这项创新技术使我国成 为亚洲第一 ...

Group 1 - The China Petroleum and Chemical Industry Federation held a new employee training summary meeting and organized a visit to the China Chemical Industry Museum [1] - During the meeting, new employees shared their training experiences, and the federation's leadership expressed three expectations: continuous learning, taking responsibility, and fostering innovation [4] - The visit to the museum included exhibitions on the origins of the chemical industry, contributions of historical figures, and the development of the chemical industry in modern China [4]