中石化安全工程研究院有限公司，成立于2021年，位于青岛市，是一家以从事研究和试验发展为主的企 业。企业注册资本49900万人民币。通过天眼查大数据分析，中石化安全工程研究院有限公司共对外投 资了4家企业，参与招投标项目1374次，财产线索方面有商标信息15条，专利信息1821条，此外企业还 拥有行政许可15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。 金融界2025年8月1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、中石化安全工程研 究院有限公司取得一项名为"涂覆刀片电极的方法、刀片电极、滑动弧等离子体反应器和等离子体转化 甲烷的方法"的专利，授权公告号CN116313715B，申请日期为2021年12月。 来源：金融界 ...

格隆汇8月1日｜中国石化(600028)(600028.SH)跌近5%，报5.71元，总市值6923亿元。中国石化公告，按中国企业会计准则，预计公司2025年上半年实现归属 于母公司股东的净利润为人民币201亿元至人民币216亿元，与上年同期相比，将下降39.5%至43.7%。预计公司2025年上半年实现归属于母公司股东的扣除 非经常性损益后的净利润为人民币200亿元至人民币215亿元，与上年同期相比，将下降39.6%至43.8%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com （责任编辑：宋政 HN002） ...

金融界2025年8月1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"固体材料孔径分布表征方法、装置、设备和存储介质"的专利，授 权公告号CN116029268B，申请日期为2021年10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1172次，专利信息4658条，此外企业还拥有行政 许可58个。 来源：金融界 ...

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1172次，专利信息4658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1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"一种高辛烷值汽油的制备方法"的专利，授权公告号 CN116023985B，申请日期为2021年10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。 ...

Core Viewpoint - The company anticipates a significant decline in net profit for the first half of 2025, with projections indicating a drop of 39.5% to 43.7% year-on-year, primarily due to falling oil prices and low refining margins [1][2]. Group 1: Financial Performance - For 2025H1, the expected net profit attributable to shareholders is between 20.1 billion to 21.6 billion yuan, with Q2 alone projected to be between 6.8 billion to 8.3 billion yuan, reflecting a year-on-year decline of 52.1% to 60.7% [1][2]. - The average price of Brent crude oil in Q2 is expected to be $66.71 per barrel, down 21.5% year-on-year and 11.0% quarter-on-quarter, contributing to the pressure on profits [2]. Group 2: Operational Insights - The company has increased its oil and gas equivalent production by 2.0% year-on-year in 2025H1, with domestic crude oil production at 126.73 million barrels (up 0.2% year-on-year) and natural gas production at 20.9 billion cubic meters (up 5.1% year-on-year) [2][3]. - In refining, the company processed 111.97 million tons of crude oil in 2025H1, a decrease of 5.3% year-on-year, with gasoline and diesel production down 4.8% and 17.2% respectively [3]. Group 3: Strategic Initiatives - The company is focusing on optimizing its production and operational efficiency, aiming to enhance its competitive edge through reforms and structural adjustments during the 14th Five-Year Plan period [4]. - Capital expenditure for upstream operations in 2025 is planned at 76.7 billion yuan, with a target of 1.3% growth in oil and gas equivalent production [4]. Group 4: Future Outlook - The company is committed to long-term strategies, including investments in new energy and materials, with expected net profits for 2025-2027 revised to 45.3 billion, 55.5 billion, and 66.2 billion yuan respectively [5]. - The company maintains a "buy" rating for its A-shares and H-shares, anticipating improved performance as chemical market conditions stabilize and new capacities come online [5][6].

Investment Rating - The report maintains a "Buy" rating for both A-shares and H-shares of Sinopec, with current prices at 6.01 CNY and 4.60 HKD respectively [1]. Core Views - The company is expected to face performance pressure in Q2 2025 due to a significant decline in oil prices and low refining margins, with a projected net profit drop of 39.5%-43.7% year-on-year [4][5]. - Despite short-term challenges, the report is optimistic about the company's long-term competitiveness driven by transformation and upgrades in its operations [8][9]. Summary by Sections Performance Outlook - For H1 2025, Sinopec anticipates a net profit of 201-216 billion CNY, with Q2 alone expected to yield 68-83 billion CNY, reflecting a year-on-year decline of 52.1%-60.7% [4][10]. Business Analysis - The company is enhancing its upstream operations with a 2.0% increase in oil and gas equivalent production, while domestic crude oil production remains stable at 126.73 million barrels [6]. - In refining, Sinopec is focusing on optimizing its industrial chain, with a 5.3% decrease in crude oil processing to 111.97 million tons and a notable drop in diesel production by 17.2% [6][7]. Strategic Initiatives - Sinopec is committed to deepening reforms and driving industrial transformation, with a capital expenditure plan of 767 billion CNY for upstream activities in 2025 [8]. - The company aims to enhance its integrated energy services, expanding its charging and hydrogen refueling stations to 10,285 and 142 respectively by the end of 2024 [9]. Financial Projections - The report revises the profit forecasts for 2025-2027, projecting net profits of 453 billion CNY (down 15.4%), 555 billion CNY (down 3.1%), and 662 billion CNY (down 7.6%) respectively, with corresponding EPS of 0.37, 0.46, and 0.55 CNY [10][11].

金融界2025年8月1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"一种煤焦油加氢催化剂及其制备方法"的专利，授权公告号 CN118185658B，申请日期为2022年12月。 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1172次，专利信息4658条，此外企业还拥有行政 许可58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。 ...

Core Viewpoint - The article highlights the proactive measures taken by domestic oil and chemical companies in China to ensure safety and supply during severe flooding caused by extreme weather conditions in northern regions [1][4]. Group 1: Emergency Response and Operations - In response to heavy rainfall, China Petroleum Shandong Sales Company activated an emergency response mechanism, conducting thorough inspections of low-lying and key stations to ensure equipment resilience against the storm [3]. - All gas stations in Inner Mongolia have resumed normal operations by July 26, ensuring continuous fuel supply and safety during the flooding [4]. - China Petrochemical Hebei Petroleum initiated an emergency plan to secure the operation of energy supply stations and restore services to affected stations promptly [4][5]. Group 2: Flood Prevention Measures - Companies are implementing strict flood prevention measures, including regular inspections of drainage systems and establishing emergency response teams to prepare for potential disasters [6]. - China Petroleum and Chemical Corporation has set up a 24-hour monitoring system to closely observe weather changes and potential risks, ensuring immediate action can be taken if necessary [3][4]. Group 3: Support for Key Sectors - A "green channel" for fuel supply has been established to prioritize rescue vehicles and essential services such as electricity, communication, and transportation during the flooding [5]. - The companies are ensuring that critical sectors maintain uninterrupted fuel supply, demonstrating their commitment to supporting disaster relief efforts [5].

公告称，今年上半年，面对严峻复杂的经营形势，公司加大生产经营优化力度，从严从紧控制成本费 用。但受国际原油价格大幅下跌、石油石化市场竞争激烈、化工市场毛利低迷等因素影响，上半年归属 于母公司股东的净利润同比下降。 智通财经APP获悉，中石化(00386)低开逾2%，截至发稿，跌2.39%，报4.49港元，成交额4053.63万港 元。 消息面上，中国石化发布业绩预告，按中国企业会计准则，预计2025年上半年实现净利润201亿至216亿 元人民币，同比下跌39.5%至43.7%。中石化预测，按中国企业会计准则，今年上半年扣除非经常性损 益后净利润将达200亿至215亿元，同比下降39.6%至43.8%。 （原标题：港股异动 | 中石化(00386)低开逾2% 预计上半年归母净利润同比下降39.5%至43.7%） ...

Market Overview - On July 31, 2025, A-shares experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1] - Hong Kong stocks also faced a downturn, with the Hang Seng Index dropping by 0.57% to 23,157.97 points, and the Hang Seng Tech Index falling by 0.7% [1] - U.S. stocks closed lower, with the Dow Jones Industrial Average down by 0.74% and the S&P 500 Index decreasing by 0.37% despite reaching historical highs during the day [1] New Stock Subscription - Guangdong Jiankang, a new stock on the ChiNext, has an issue price of 6.56 yuan per share and a price-to-earnings ratio of 26.48 times. The company specializes in providing inspection and testing technical services in the construction engineering sector, with inspection and testing services accounting for 98% of its revenue [3] Policy Developments - The State Council announced a personal consumption loan interest subsidy policy aimed at reducing credit costs for residents and financing costs for service industry entities, which is expected to stimulate consumption and enhance market vitality [4] - The State Council also approved the "Artificial Intelligence+" action plan to promote the large-scale commercialization of AI applications, leveraging China's complete industrial system and large market scale [5] - The National Healthcare Security Administration is supporting the clinical application and pricing of new technologies such as brain-computer interfaces, with new pricing mechanisms established for various medical technologies to encourage innovation in pharmaceuticals and medical devices [5]