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“三桶油”加速布局新能源
Shang Hai Zheng Quan Bao· 2025-09-16 14:44
今年8月以来,"三桶油"密集成立子公司,加速新能源布局。 近日,企查查信息显示,中海油(东方)能源有限公司成立,注册资本为10亿元。中海油全资子公司中 海油(海南)新能源有限公司持股55%,明阳智能持股45%。 中海油加码海上风电 新公司注册地址在海南省东方市,经营范围包括太阳能发电技术服务;风力发电技术服务;风电场相关 系统研发;海上风电相关系统研发等。 从过往项目来看,中海油旗下海南CZ7海上风电示范项目位于前述新公司注册地,规划装机容量为 1500MW,分两期建设。一期工程(CZ7-1)场址中心离岸距离约29km,水深位于11m~44m之间,规 划装机总容量为600MW;二期工程(CZ7-2)场址中心离岸距离约38km,水深位于26~49m之间,装机 容量为900MW。 中海油作为中国最大的海上原油及天然气生产商,曾在今年半年报中表示,坚持以海上新能源业务为 主、择优发展陆上新能源;持续推动新能源与油气生产融合发展,大力发展海上风电;坚持立足当前, 着眼长远,稳步推进零碳负碳产业发展。 明阳智能为国内海风龙头,主营业务为风机及其核心部件的研发、生产、销售,以及新能源电站投资运 营。在海风建设方面,明阳智 ...
中国石化在新疆年原油加工能力达500万吨
Xin Hua Cai Jing· 2025-09-16 14:26
新华财经北京9月16日电(记者安娜)中国石化集团公司16日组织驻新疆企业联合发布的《同心筑梦中 国石化在新疆社会责任报告(1978-2025)》显示,目前中国石化在新疆年原油加工能力达500万吨。 根据这份报告,自改革开放以来,中国石化先后发现并建设塔河油田、顺北油气田等油气田,累计探明 石油地质储量21.67亿吨、天然气地质储量3387.03亿立方米,累计生产原油1.77亿吨、天然气418亿立方 米,累计加工原料油7647.06万吨,生产成品油7201万吨。 中国石化在新疆深耕油气主营业务的同时,着力守护生态绿洲。报告显示,多年来,中国石化累计投资 8.9亿元实施生态恢复工程。中国石化西北油田分公司在塔里木胡杨林国家级自然保护区清退油井105 口,在塔克拉玛干沙漠累计绿化面积256.3万平方米;新疆石油投运充电站113座、分布式光伏发电站36 座,组织员工造林36.7万平方米;新星公司布局的我国首个万吨级光伏绿氢示范项目2023年在新疆库车 全面投产。 在助力乡村振兴方面,"阳光巴扎"品牌依托全国2.8万座易捷便利店销售新疆特色农产品超1.2亿元;中 国石化定点帮扶的岳普湖县实现脱贫,帮扶78个村从"脱贫" ...
用二十年迎接一场阳谋,中国炼油反内卷开始行动
Sou Hu Cai Jing· 2025-09-16 14:20
Core Insights - The Chinese refining industry is undergoing a significant transformation driven by government policies aimed at addressing overcapacity and outdated facilities, marking a shift from expansion to consolidation and upgrading [4][19] Group 1: Industry Background - The Zhoushan Green Petrochemical Base project was launched in June 2015, marking the beginning of a new era for private refining in China, supported by the government's decision to allow private refineries to use imported crude oil [2] - The refining capacity in China expanded rapidly from 2005 to 2015, with an increase of 420 million tons per year, leading to a significant rise in the number of local refineries [8] - The industry faced a crisis in 2014 when international oil prices plummeted, resulting in a drastic reduction in refining margins and exacerbating overcapacity issues [8] Group 2: Current Regulatory Environment - A recent notice from five ministries in China calls for a comprehensive assessment of aging petrochemical facilities, particularly those over 20 years old, as part of a strategy to address overcapacity and declining profitability [4][10] - The focus is on outdated equipment that consumes more energy and has lower yields, with many facilities facing resistance to closure due to their economic impact on local communities [10] Group 3: Industry Trends and Shifts - The refining sector is experiencing a shift towards high-end chemical products, with major companies like Rongsheng Petrochemical and Hengli Petrochemical investing in new materials and technologies [17] - The industry is moving towards a more concentrated market structure as state-owned enterprises plan to shut down outdated capacities while investing in new materials [19] - Foreign companies are also recognizing opportunities in China's high-end chemical market, with BASF investing significantly in integrated facilities [19] Group 4: Future Outlook - The transformation of the refining industry is expected to reshape the value chain, with a focus on high-performance polymers and advanced materials becoming the new industry keywords [19] - The government's push for industrial upgrading is seen as a critical step in moving away from traditional refining towards more sustainable and innovative chemical production [19]
为美丽新疆建设加油 中国石化在新疆社会责任报告发布
Zhong Guo Qing Nian Bao· 2025-09-16 13:09
Group 1 - The core viewpoint of the article highlights China Petroleum & Chemical Corporation's (Sinopec) commitment to social responsibility in Xinjiang, showcasing its contributions to local development and community welfare as part of the 70th anniversary of the Xinjiang Uyghur Autonomous Region [1][3][8] Group 2 - Since the reform and opening up, Sinopec has discovered and developed major oil and gas fields in Xinjiang, with proven oil geological reserves of 2.167 billion tons and natural gas geological reserves of 338.703 billion cubic meters, producing a total of 177 million tons of crude oil and 41.8 billion cubic meters of natural gas [3][5] - The company has invested 890 million yuan in ecological restoration projects, including the removal of 105 oil wells in the Tarim Poplar Forest National Nature Reserve and greening 2.563 million square meters in the Taklamakan Desert [5] - Sinopec's annual crude oil processing capacity at the Tar River Refinery reaches 5 million tons, with a total of 76.471 million tons of raw oil processed and 72.01 million tons of clean oil products produced [5] Group 3 - The "Sunshine Bazaar" brand has sold over 120 million yuan worth of Xinjiang specialty agricultural products through 28,000 convenience stores, contributing to poverty alleviation and rural revitalization in 78 villages [8] - The "China Petroleum Light of Hope" health express has provided services to nearly 7,000 cataract patients in Xinjiang, and the company has established 183 "National Unity Love Stations" and 72 "Driver's Homes" to support truck drivers and sanitation workers [8] - Sinopec promotes ethnic unity and community integration through various initiatives, including the "One Family in Ethnic Unity" program, enhancing emotional connections among different ethnic groups [8]
【资讯】中国企业500强出炉!大东海、永辉等10家福州企业上榜
Sou Hu Cai Jing· 2025-09-16 12:46
Core Insights - The "2025 China Top 500 Enterprises" list was released, showcasing significant growth in revenue and profit among the listed companies [1][3] - The threshold for entry into the top 500 has increased for 23 consecutive years, now standing at 47.96 billion yuan, up by 579 million yuan [3] - Total net profit attributable to shareholders reached 4.71 trillion yuan, marking a growth of 4.39% [3] Revenue and Rankings - The total revenue of the top 500 enterprises reached 110.15 trillion yuan [3] - There are 267 companies with revenues exceeding 100 billion yuan, an increase of 14 from the previous year, representing 53.4% of the total [3] - The top three companies by revenue are: 1. State Grid Corporation: 394.59 billion yuan 2. China National Petroleum Corporation: 296.90 billion yuan 3. China Petroleum & Chemical Corporation: 293.20 billion yuan [5] Regional Highlights - Among the listed companies from Fujian, Xiamen Jianfa Group ranked 28th, Xiamen Guomao Holdings ranked 52nd, and Xiamen Xiangyu Group ranked 60th [6] - Ten companies headquartered in Fuzhou made the list, with notable rankings including: - Industrial Bank: 61st - Fujian Dadonghai Industrial Group: 218th - Zhongjing Petrochemical Group: 241st [6]
Exclusive-sri lanka expects sinopec to start building $3.7 billion refinery this year, says minister
Reuters· 2025-09-16 12:16
Core Viewpoint - The article indicates that a breaking news story is forthcoming, suggesting significant developments that may impact the industry or company involved [1] Group 1 - The article is currently lacking detailed information and will provide full coverage soon [1]
股票行情快报:中国石化(600028)9月16日主力资金净卖出2.06亿元
Sou Hu Cai Jing· 2025-09-16 11:51
Group 1 - The core viewpoint of the news is that Sinopec's stock has experienced a decline in both price and net profit, indicating potential challenges in its financial performance [1][2] - As of September 16, 2025, Sinopec's stock closed at 5.48 yuan, down 0.72%, with a trading volume of 1.406 million hands and a total transaction amount of 771 million yuan [1] - In the recent five days, the main funds have shown a net outflow of 2.06 billion yuan on September 16, which accounted for 26.75% of the total transaction amount [1] Group 2 - Sinopec's total market capitalization is 664.05 billion yuan, ranking third in the oil industry, while its net assets are 984.43 billion yuan, ranking second [2] - The company's net profit for the first half of 2025 was 21.48 billion yuan, a year-on-year decrease of 39.83%, with a gross profit margin of 15.35% [2] - In the last 90 days, 15 institutions have rated Sinopec, with 14 buy ratings and 1 hold rating, and the average target price set by institutions is 6.8 yuan [3]
60余家石油和化工企业上榜中国企业500强(全名单)
Zhong Guo Hua Gong Bao· 2025-09-16 11:25
Core Insights - The "2025 China Top 500 Enterprises" report highlights the significant presence of over 60 oil and chemical companies, reflecting their crucial role in the national economy and industrial stability [1][3] - The total revenue of the top 500 enterprises reached 110.15 trillion yuan, with total assets amounting to 460.85 trillion yuan, marking a 7.46% increase from the previous year [1][3] - Oil and chemical companies accounted for 12% of the total list, with China National Petroleum Corporation and China Petroleum & Chemical Corporation ranking second and third, respectively, each generating over 2 trillion yuan in revenue [1][3] Company Performance - China National Petroleum Corporation reported a revenue of 2,969.04 billion yuan, while China Petroleum & Chemical Corporation generated 2,931.96 billion yuan [3] - Other notable companies in the top 100 include China National Offshore Oil Corporation, Hengli Group, and Zhejiang Rongsheng Holding Group, among others [1][2] Innovation and Global Expansion - Innovation quality in the petrochemical industry is improving, with several companies like China National Petroleum Corporation and China Petroleum & Chemical Corporation recognized in the "2025 China Top 100 Innovative Enterprises" [3] - China National Petroleum Corporation leads in overseas assets, valued at 1 trillion yuan, while other major companies also report significant international investments [3] Industry Growth - The threshold for entering the top 500 has increased by over 8.7 billion yuan, with total revenue and assets growing by more than 22% and 34%, respectively [3] - The number of enterprises with revenues exceeding 100 billion yuan has risen to 267, indicating the growing scale and influence of Chinese enterprises on the global stage [3]
“十四五”科技成就|齐鲁大地:“世界首创”挑起发展大梁
Ke Ji Ri Bao· 2025-09-16 09:10
Group 1: Technological Advancements in Energy - The world's first fourth-generation nuclear power plant, Huaneng Shidao Bay High-Temperature Gas-Cooled Reactor, has commenced operation [1] - The first carbon fiber subway train has been put into commercial operation, showcasing advancements in transportation technology [1] - The world's first 12-inch silicon carbide substrate and large-size lithium niobate crystal have been launched, indicating progress in semiconductor materials [1] Group 2: Perovskite Solar Cell Development - Perovskite, a natural oxide mineral, is identified as a key material for third-generation solar cells due to its high light absorption and low cost [2] - Shandong has initiated a plan to advance the perovskite solar cell industry, with the Shandong Energy Research Institute designated as the leading unit for research and development [2][3] - A pilot production line for 100 megawatt perovskite solar cells has been established in Shandong, marking a significant milestone in the region's solar energy capabilities [3] Group 3: Carbon Capture and Utilization (CCUS) in Oil Extraction - The first million-ton CCUS project in China, the Sinopec Qilu Petrochemical-Victory Oilfield project, has been successfully implemented, capable of reducing carbon dioxide emissions by approximately 1 million tons annually [4][5] - The project has achieved a significant increase in oil production, with daily output rising from 220 tons to 450 tons after the injection of over 200,000 tons of CO2 [5] - The potential for CCUS technology in China is substantial, with an estimated 2 billion tons of oil geological reserves suitable for CO2-driven extraction [5] Group 4: Hydrogen Energy Innovations - The first hydrogen-electric tugboat in China, "Hydrogen Electric Tug 1," has been launched, featuring a hybrid system that achieves zero carbon emissions [6] - Shandong has become a leader in the hydrogen energy sector, with over 270 enterprises and research institutions involved in the "Hydrogen into Thousands of Homes" initiative [6][7] - Significant projects include the establishment of high-efficiency hydrogen purification systems and the first peak-shaving electrolysis hydrogen production project at a thermal power plant in China [7]
【明辉说油】“2025中国企业500强”出炉!这些石化企业上榜(内附全名单)
Sou Hu Cai Jing· 2025-09-16 08:20
Core Insights - The "2025 China Top 500 Enterprises" list was released, highlighting the increasing revenue threshold for inclusion, which reached 47.96 billion yuan, up by 579 million yuan from the previous year [2] - The total revenue of the top 500 enterprises reached 11.015 trillion yuan, showing an increase compared to the previous year, while total assets grew by 7.46% to 46.085 trillion yuan [2] Group 1: Industry Performance - The petrochemical sector demonstrated strong revenue and diverse structures, reinforcing its pillar status in the national economy [3] - Notable companies such as State Grid, China Petroleum, and China Petrochemical reported revenues exceeding 300 billion yuan, with State Grid approaching 400 billion yuan [2][3] Group 2: Company Diversity - The list features a diverse array of companies, including private and local enterprises, alongside state-owned giants, creating a multi-faceted development landscape [3] - Companies like Wanhua Chemical (ranked 149th) and Shandong Dongming Petrochemical (ranked 173rd) represent successful private enterprises, while local firms like Shaanxi Yanchang Petroleum (ranked 75th) also made the list [3] Group 3: Innovation and Regional Concentration - The top 500 enterprises invested a total of 1.73 trillion yuan in R&D, achieving a record R&D intensity of 1.95%, marking eight consecutive years of growth [4] - The concentration of petrochemical companies in major chemical provinces like Shandong and Zhejiang highlights significant industrial clustering, enhancing regional supply chain advantages [4]