"针对快递小哥、外卖骑士他们休息难、停车难、吃饭难等痛点，提供力所能及的关爱与服务。"松子岭 加能站站长吴宝香谈到。为关爱新就业劳动群体，广东石油联合地方工会在全省建成了745座"爱心驿 站"，为环卫工人、卡车司机、快递小哥等劳动者提供"7+X"免费服务，包括餐食存放、加热、热水、 书报、充电、药箱等多项服务。 除了暖心关爱外，广东石油为顺丰速运物流配送车队开通"单位电子加油卡"，可为1.3万名快递员提供 加油充电服务，不仅简化了加油、支付的流程提供绿色通道便捷加油，精准匹配配送时段预约加油等特 色服务，而定点的"特约驿站"还可以为早班快递员提供加热餐食服务，风雨台风时期开放临时避险区， 单站应急物资储备可满足30人使用。 顺丰速运有限公司粤东区副总经理郇庆印算了一笔暖心账："使用单位电子加油卡能更快加油，按每天 为车辆补能节省1小时计算，全年可增加有效配送时长超百万小时。更重要的是，当暴雨预警时，我们 的快递员知道哪里有爱心驿站，可以安心避雨；当电动车突遇故障时，最近的驿站就是最可靠的'救援 站'"。 "'易路'既取'一路顺风'的吉祥寓意，又承载着让道路更畅通、服务更便捷的承诺。"广东石油零售中心 负责人徐 ...

股票代码：600028 股票简称：中国石化 公告编号：2025-14 中国石油化工股份有限公司 关于召开 2024 年年度股东会、2025 年第一次 A 股类别股东 会和 2025 年第一次 H 股类别股东会的通知 中国石化董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一）股东会类型和届次 2024 年年度股东会（简称"股东年会"）、2025 年第一次 A 股类别股东会（简 称"A 股类别股东会"）和 2025 年第一次 H 股类别股东会（简称"H 股类别股东 会"，与股东年会、A 股类别股东会合称为"股东会"）。 （二）股东会召集人 中国石油化工股份有限公司（简称"公司"或"中国石化"）董事会。 股东会召开日期：2025年5月28日 本次股东会采用的网络投票系统：上海证券交易所股东大会网络投票系 统 召开地点：北京市东城区朝阳门北大街 2 号北京港澳中心瑞士酒店 （五）网络投票的系统、起止日期和投票时间 （三）投票方式 本次股东年会和 A 股类别股东会采用现场投票和网络投票相结合的表决 ...

资料来源：公司公告， Wind ，中银证券 以 2025 年 4 月 3 日收市价为标准 相关研究报告 《中国石化》20240829 《中国石化》20240328 《中国石化》20230922 石油石化 | 证券研究报告 — 调整盈利预测 2025 年 4 月 7 日 600028.SH 买入 原评级：买入 市场价格:人民币 5.78 板块评级:强于大市 股价表现 (%) 今年 至今 1 个月 3 个月 12 个月 绝对 (11.9) 0.7 (12.0) (11.1) 相对上证综指 (14.3) (0.1) (16.1) (20.0) 发行股数 (百万) 121,281.56 (12%) (7%) (1%) 4% 9% 14% Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Apr-25 中国石化 上证综指 | 流通股 (百万) | 118,891.12 | | --- | --- | | 总市值 (人民币 百万) | 701,007.39 | | 3 个月日均交易额 (人民币 百万) | 813.94 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) is entering a strategic partnership with Contemporary Amperex Technology Co., Limited (CATL) to develop a nationwide battery swapping network, marking a significant collaboration between traditional energy and new energy sectors [1][5]. Group 1: Strategic Partnership - Sinopec and CATL signed a framework agreement to deepen their long-term strategic cooperation, aiming to build at least 500 battery swapping stations this year and a total of 10,000 in the future [1][5]. - This partnership represents a milestone in the transportation energy sector, symbolizing a significant integration of traditional and new energy [1][5]. Group 2: Sinopec's Energy Transition - Sinopec is transitioning towards becoming a comprehensive energy service provider, focusing on "oil, gas, hydrogen, electricity, and services" [2][3]. - The company has established 30,000 comprehensive energy stations and nearly 100,000 charging terminals, serving over 20 million customers daily [2][3]. Group 3: Battery Swapping Model - The battery swapping model is strategically valuable for Sinopec, positioned as a "new infrastructure" for energy transition [3][4]. - Sinopec aims to become a leading charging operator and direct sales platform, with over 4,000 battery swapping stations built in 2024 alone [3][4]. Group 4: Economic Indicators - Investment and operational cost comparisons between gas stations and battery swapping stations indicate varying profitability and recovery periods, with battery swapping stations showing a quicker return on investment [4]. - The internal rate of return (IRR) for battery swapping stations is projected to be between 10%-15%, benefiting from policy subsidies [4]. Group 5: Industry Outlook - The battery swapping industry is expected to exceed 200 billion yuan by 2025, with a global market size of 200 billion USD by 2030 [7][8]. - The integration of light storage and charging systems is anticipated to become mainstream, supported by strong policy backing and local pilot projects [8].

Group 1 - The resignation of Ai Tiecheng as president of Ledo Automotive highlights challenges in achieving expected sales for the Ledo L60, despite its strong product capabilities [1] - NIO appointed Shen Fei, former head of energy business, as the new president of Ledo Automotive to enhance market performance through strategic adjustments and management optimization [1] Group 2 - Leap Motor achieved the highest delivery volume among new energy vehicle manufacturers in March, with 37,095 units delivered, representing a year-on-year increase of over 154% [2] - Other manufacturers also reported significant growth, with Li Auto delivering 36,674 units (up 26.5%) and Xpeng delivering 33,205 units (up 268%) [2] - The overall market showed strong performance in March, attributed to the traditional peak season and the introduction of new models, which stimulated consumer demand [2] Group 3 - The implementation of the Beijing Autonomous Driving Vehicle Regulations supports the use of autonomous vehicles in various transportation services, providing a legal framework for L3 autonomous vehicles [3] - The regulations encourage innovation and development in autonomous driving technology, facilitating its commercial application [3] Group 4 - The European Commission proposed a regulatory amendment to provide greater flexibility for car manufacturers in meeting CO2 emission reduction targets from 2025 to 2027 [4] - This proposal allows manufacturers to average their CO2 emissions over three years, reducing short-term compliance pressure and potential penalties [4] Group 5 - CATL and Sinopec signed a cooperation framework agreement to deepen their strategic partnership, aiming to build a nationwide battery swap network with at least 500 stations this year and a long-term goal of 10,000 stations [5][6] - The collaboration leverages Sinopec's fueling station resources and CATL's battery technology to enhance the efficiency and convenience of energy replenishment for electric vehicles [6]

宁德时代换电业务总经理杨峻表示："汽车行业全面电动化的趋势越发明朗，市场正在呼吁更完善的能 源补给网络。本次和中国石化合作，我们希望实现'换电如加油'。这就是换电行业共同的使命和愿 景。" 经济观察报 记者 郑晨烨 2025年4月2日，经济观察报记者从宁德时代（300750）处获悉，中国石化 （600028）（600028.SH）与宁德时代（300750.SZ）在北京签署了产业与资本合作框架协议，双方将深 化战略合作，共同推进全国换电网络的建设。 根据协议，双方计划在今年内建设至少500座换电站，长期目标是扩展至10000座。此外，双方计划 以"产业合作+资本合作"的方式，共同构建全国换电网络生态和标准建设，统一管理运营换电资产。 此前，宁德时代与中国石化在综合能源站建设运营、储能业务、能源产品和新材料、科技创新等方面已 建立良好合作关系，下一步将充分发挥各自优势，进一步就换电领域拓展合作空间。 中国石化董事长马永生表示："公司将充分发挥自身在能源供应、网络布局和客户服务等方面的优势， 与宁德时代共同探索技术创新、模式创新，携手打造全国性综合能源基础设施。" 值得注意的是，早在2024年3月，中国石化就曾与宁 ...

Core Viewpoint - CATL and Sinopec have signed a cooperation framework agreement to build a nationwide battery swapping network, aiming to achieve the goal of "battery swapping like refueling" [1][6]. Group 1: Partnership Details - The agreement includes the construction of at least 500 battery swapping stations this year, with a long-term goal of expanding to 10,000 stations [2]. - The collaboration will involve CATL's subsidiaries and Sinopec's sales company, focusing on creating an integrated service network that supports carbon neutrality goals [3]. Group 2: Strategic Goals - CATL aims to establish 1,000 battery swapping stations by 2025, with a mid-term target of 10,000 and a long-term goal of 30,000 stations nationwide [3]. - The partnership is seen as a significant step in building a systematic battery swapping ecosystem, leveraging Sinopec's extensive gas station network and CATL's battery technology [4]. Group 3: Industry Context - Sinopec has built 30,000 comprehensive energy stations and over 10,000 fast charging stations, serving approximately 20 million customers daily [4]. - The collaboration is part of a broader strategy to explore opportunities in battery swapping, zero-carbon initiatives, microgrids, and battery materials [4]. Group 4: Market Position - As of April 2, Sinopec's A-share stock price was 5.75 CNY per share, with a total market capitalization of 650.9 billion CNY [5]. - CATL's stock price was 249.14 CNY per share, with a total market capitalization of 1.1 trillion CNY [7].

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) and Contemporary Amperex Technology Co., Ltd. (CATL) are collaborating to build a network of 10,000 battery swap stations, with a target of constructing at least 500 stations this year, aiming to standardize battery specifications and enhance the battery swap ecosystem [1][2]. Group 1: Collaboration Details - Sinopec and CATL signed a framework agreement to deepen their long-term strategic partnership, focusing on both industrial and capital cooperation to establish a nationwide battery swap network and standardized management of battery swap assets [1]. - The collaboration highlights the use of CATL's new "chocolate battery" standards for the construction of the battery swap stations, addressing the current lack of uniform battery standards in the industry [1][2]. Group 2: Industry Context - The battery swap industry faces challenges due to the existence of over a hundred battery specifications and multiple charging systems, which complicate the interchangeability of battery packs across different brands and models [1]. - As of the end of 2024, the number of new energy vehicles in China is projected to reach 31.4 million, accounting for 8.9% of the total vehicle population, indicating a growing market for battery swap services [3]. - By February of this year, the total number of charging infrastructure units in China reached 13.451 million, reflecting a year-on-year increase of 49.1%, which supports the expansion of battery swap stations [3].

Core Viewpoint - CATL is accelerating its battery swapping business by partnering with Sinopec to build a nationwide battery swapping network, aiming for 500 stations this year and a long-term goal of 10,000 stations [1][2]. Group 1: Partnership Details - CATL and Sinopec signed a cooperation framework agreement to deepen their strategic partnership and jointly develop a battery swapping ecosystem [1][2]. - The collaboration will involve both industrial and capital cooperation, focusing on building a standardized and scalable battery swapping network [2][3]. - The partnership aims to leverage Sinopec's extensive gas station infrastructure and CATL's advanced battery technology to enhance the efficiency of energy supply networks [2][3]. Group 2: Market Context and Goals - The automotive industry's shift towards electrification is driving demand for a more comprehensive energy supply network, with CATL aiming to make battery swapping as convenient as refueling [3][4]. - CATL has already collaborated with several major automakers to develop battery swapping-compatible vehicles, including models from Chang'an, Aion, and FAW [3][4]. - CATL plans to establish 1,000 battery swapping stations by 2025, with a long-term vision of 30,000 to 40,000 stations by 2030 [4]. Group 3: Current Infrastructure - Sinopec has built 30,000 comprehensive energy stations and has a customer base exceeding 300 million, serving around 20 million customers daily [3]. - CATL's subsidiary, Times Electric, has been focusing on the battery swapping business since its establishment in 2021, indicating a significant investment in this sector [4]. Group 4: Future Outlook - The partnership is expected to create a robust battery swapping ecosystem that supports China's dual carbon goals, integrating services for people, vehicles, energy, and lifestyle [2][4]. - CATL's CEO has expressed confidence that battery swapping, home charging, and public charging will each hold a significant share of the market by 2030 [4].

Group 1 - CATL and Sinopec signed a cooperation framework agreement to deepen their long-term strategic partnership, aiming to build a nationwide battery swapping ecosystem with a target of constructing at least 500 battery swapping stations this year and expanding to 10,000 stations in the long term [1] - The collaboration will create an integrated service network encompassing "people, vehicles, energy, and life," providing standardized and scalable support for achieving carbon neutrality goals [1] - The cooperation marks a new phase in the systematic construction of the battery swapping ecosystem [1] Group 2 - The State-owned Assets Supervision and Administration Commission (SASAC) plans to strategically restructure state-owned automobile enterprises to enhance industry concentration and accelerate the creation of a world-class automotive group with global competitiveness and independent core technologies [1] - The restructuring is expected to benefit the domestic auto parts supply chain by altering the competitive landscape and providing more project opportunities [1] Group 3 - The Smart Car ETF Taikang (159720) has seen a significant increase in scale, growing by 2.8697 million yuan in the past week, ranking first among comparable funds [1] - The latest share count for Smart Car ETF Taikang reached 84.8124 million, marking a one-month high [1] - The ETF closely tracks the CSI Smart Electric Vehicle Index, which includes listed companies involved in various aspects of the smart electric vehicle industry [2][3]