Investment Rating - The report maintains a "Buy" rating for key companies in the oil and gas sector, including China National Petroleum Corporation, China National Offshore Oil Corporation, China Petroleum & Chemical Corporation, Zhongman Petroleum, and New Natural Gas [2]. Core Insights - The report highlights that geopolitical tensions and cold weather have led to supply contraction expectations, driving oil prices up significantly. The U.S. oil production was impacted by a winter storm, resulting in a loss of up to 2 million barrels per day, approximately 15% of total U.S. production. Additionally, the report notes that geopolitical developments, particularly regarding Iran and the Middle East, will continue to influence short-term oil price fluctuations [8][11]. Summary by Sections 1. Weekly Insights - The oil and petrochemical sector saw a 6.9% increase, outperforming the CSI 300 index, which rose by 0.1% [16][19]. 2. Market Performance - The report indicates that the oil extraction sub-sector had the highest weekly increase of 12.3%, while the oil product sales and storage sub-sector had the smallest increase of 0.7% [19]. 3. Company Performance - Notable performers in the oil and petrochemical sector included PetroChina, which is recommended for its stable performance and high dividends, and CNOOC, which is highlighted for its low production costs and growth potential [14]. 4. Industry Dynamics - The report discusses OPEC+'s decision to maintain stable oil production levels amidst geopolitical risks and supply concerns. It also mentions the EU's approval to stop importing Russian natural gas by the end of 2027, which could impact global energy dynamics [24][25]. 5. Oil and Gas Prices - As of January 30, Brent crude oil futures settled at $70.69 per barrel, a 7.30% increase week-on-week, while WTI futures rose by 6.78% to $65.21 per barrel. The report also notes a decrease in U.S. oil production and refinery processing rates [12][13]. 6. Investment Recommendations - The report suggests three main investment lines: focusing on stable industry leaders like PetroChina and Sinopec, considering CNOOC for its strong earnings potential, and looking at growth companies like New Natural Gas and Zhongman Petroleum due to domestic encouragement for oil and gas production [14].

Group 1 - The chemical market experienced a significant rebound in January, with pure benzene prices rising sharply, marking a strong start to the year [1] - Sinopec's pricing adjustments for pure benzene have been closely monitored, as they serve as an industry benchmark [1] - From January 12 to January 30, Sinopec raised the pure benzene listed price seven times, with a total increase of 850 yuan per ton [1]

Core Viewpoint - The chemical market has experienced a significant rebound in pure benzene prices in January, driven by strong demand from the styrene industry and rising costs due to oil price increases [1][2]. Group 1: Price Movements - Sinopec raised the pure benzene listing price seven times from January 12 to January 30, totaling an increase of 850 yuan/ton, with the final price reaching 6150 yuan/ton, a rise of 16.04% [1]. - By January 30, the main futures price for pure benzene closed at 6237 yuan/ton, with a peak of 6434 yuan/ton during the month [1]. Group 2: Factors Driving Price Increase - The primary drivers of the price surge include the strong performance of styrene, which is a downstream product, and the rebound in oil prices due to geopolitical tensions [2]. - Increased exports of styrene and operational issues in several production facilities contributed to the rising prices of pure benzene [2]. Group 3: Market Dynamics - The price increase has not benefited all sectors equally; strong demand in the styrene and aniline markets contrasts with weaker sectors like caprolactam and phenol, which face pressure from soft terminal demand [3]. - Different end-use sectors exhibit varying capacities to absorb price increases, with niche markets like coatings and solvents experiencing more significant impacts due to high cost proportions [4]. Group 4: Future Outlook - Analysts express caution regarding the sustainability of the price increase, anticipating potential corrections as the market approaches the traditional off-season for demand [4][5]. - The recovery of terminal demand post-holiday will be crucial for determining the future trajectory of pure benzene prices, with expectations of a slight increase in February due to pre-holiday stockpiling [5].

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，是一家以从事专业技术服务业 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2994次，专利信息5000条，此外企业还拥有行政 许可65个。 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申请 一项名为"废弃光伏板上贵金属识别方法、装置、电子设备及存储介质"的专利，公开号 CN121438279A，申请日期为2024年7月。 专利摘要显示，本发明提供一种废弃光伏板上贵金属识别方法、装置、电子设备及存储介质，涉及计算 机视觉技术领域，该方法首先获取废弃光伏板的待识别图像；然后将待识别图像输入至贵金属识别模 型，得到贵金属识别模型输出的废弃光伏板上的贵金属类别。该方法中采用的贵金属识别模型通过注意 力机制，采用金字塔卷积神经网络，可以准确提取出待识别图像中贵金属相关的目标特征图，并利用目 标特征图，确定贵金属类别。该方法通过贵金属识别模型，可以实现对贵金属类别的自动识别，提高识 别效率，提升识别结果的准确性， ...

国家知识产权局信息显示，中国石油化工股份有限公司取得一项名为"一种两级负压绝热脱氢制苯乙烯 节能系统"的专利，授权公告号CN115819177B，申请日期为2021年9月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 中石化上海工程有限公司，成立于1993年，位于上海市，是一家以从事批发业为主的企业。企业注册资 本50000万人民币。通过天眼查大数据分析，中石化上海工程有限公司共对外投资了11家企业，参与招 投标项目5000次，财产线索方面有商标信息4条，专利信息855条，此外企业还拥有行政许可31个。 中石化炼化工程（集团）股份有限公司，成立于2007年，位于北京市，是一家以从事水利管理业为主的 企业。企业注册资本441854.35万人民币。通过天眼查大数据分析，中石化炼化工程（集团）股份有限 公司共对外投资了12家企业，参与招投标项目75次，专利信息5000条，此外企业还拥有行政许可4个。 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 ...

数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，根据企查查数据显示中国石化（600028）公布了一项国际专利申请，专利名为"光致发 光的聚酰胺及制备方法与应用"，专利申请号为PCT/CN2025/110105，国际公布日为2026年1月29日。 今年以来中国石化已公布的国际专利申请7个，较去年同期减少了61.11%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了61.86亿元，同比增3.05%。 专利详情如下： 图片来源：世界知识产权组织（WIPO） ...

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

近5日资金流向一览见下表： 证券之星消息，截至2026年1月30日收盘，中国石化(600028)报收于6.51元，上涨1.09%，换手率 0.32%，成交量307.41万手，成交额19.94亿元。 1月30日的资金流向数据方面，主力资金净流入6569.16万元，占总成交额3.3%，游资资金净流出 2046.51万元，占总成交额1.03%，散户资金净流出4522.64万元，占总成交额2.27%。 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、游资资金流向和散户资金流 向。 注：主力资金为特大单成交，游资为大单成交，散户为中小单成交 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 中国石化2025年三季报显示，前三季度公司主营收入21134.41 ...

Group 1 - The refining and trading sector increased by 1.02% on January 30, with Bohui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the refining and trading sector showed various performance, with Bohui Co., Ltd. closing at 12.20, up 4.01% [1] Group 2 - Major stocks that declined included Heshun Petroleum, which fell by 8.41% to 36.14, and Taishan Petroleum, down 5.26% to 8.46 [2] - The refining and trading sector experienced a net outflow of 39.53 million yuan from main funds, while retail investors saw a net inflow of 22.07 million yuan [2] - The trading volume for major stocks varied, with China Petroleum having a significant trading volume of 421.39 million shares [1][2] Group 3 - China Petroleum had a net inflow of 301 million yuan from main funds, while China Sinopec saw a net inflow of 65.69 million yuan [3] - Retail investors showed a net inflow of 809.96 million yuan into Bohui Co., Ltd., despite a significant outflow from main funds [3] - The overall sentiment in the refining and trading sector reflects mixed investor behavior, with some stocks attracting retail interest while facing main fund outflows [3]

Group 1 - The oil and gas investment heat is rapidly rising due to multiple favorable factors in the market, including geopolitical tensions and extreme weather in the U.S. that restrict production capacity, alongside OPEC+'s decision to maintain current supply restrictions [1][5][6] - Demand-side factors include the gradual construction of reserve inventories globally and the expected boost in refined oil consumption due to the Federal Reserve's interest rate cut cycle, with demand in Asia, Africa, and Latin America anticipated to improve [1][6] - The U.S. dollar index recently hit a nearly four-year low, further supporting the rise in oil prices denominated in dollars, as historical trends show an inverse relationship between oil prices and the dollar index [1][6] Group 2 - Huatai Securities indicates that geopolitical premiums have led to a rebound in oil prices during the off-season, with expectations for oil prices to rise in the second to third quarters of 2026 due to demand recovery and global reserve accumulation [2][7] - The Huatai Baichuan oil and gas ETF tracks the CSI Oil and Gas Industry Index, which includes 60 fundamentally strong A-share oil and gas companies across various sectors, providing investors with a convenient tool for exposure to the overall A-share oil and gas sector [2][8] - The Huatai Baichuan fund is one of the first ETF managers in China, with a strong presence in broad-based and dividend-themed indices, recently announcing new trading names for five products in its "Dividend Family" series [2][8]