重要公告： 福田汽车：拟不超25亿元参与认购北汽蓝谷定增股份 中国石化：一季度净利润132.64亿元同比下降27.6% 沪市重要公告： 药明康德：一季度净利润36.72亿元同比增长89.06% 中金公司：一季度净利润20.42亿元同比增长64.85% 赛特新材：董事长自愿放弃领薪高管人员自愿降薪 上海医药：一季度净利润13.33亿元同比下降13.56% 上海医药（601607）4月28日晚间发布一季报，2025年一季度实现营业收入707.63亿元，同比增长 0.87%；净利润13.33亿元，同比下降13.56%。其中，工业板块贡献利润5.32亿元；商业板块贡献利润 8.34亿元；主要参股企业贡献利润1.96亿元。 传音控股：一季度净利润4.9亿元同比下降69.87% 传音控股（688036）4月28日晚间发布一季报，2025年第一季度营收为130.04亿元，同比下降25.45% （调整后）；净利润为4.9亿元，同比下降69.87%（调整后）。净利润下降主要是受市场竞争以及供应 链成本综合影响，营业收入及毛利额减少所致。 浙能电力：一季度净利润10.74亿元同比下降40.81% 浙能电力（600023）4月28 ...

一季度，中石化交出了一份不如人意的成绩单：营收同比下降6.9%，归母净利同比大幅下滑27.6%。在 全球经济复苏不确定性较大、需求增长放缓的背景下，中石化业绩面临巨大挑战。 周一晚间，中石化公布一季度财报： 财务表现：营业收入同比下降6.9%至7354亿元；净利润同比大幅下滑27.6%至133亿元；每股收益0.109 元，同比降28.8%。 业务分部表现： 现金流：现金流量净额为81.38亿元，而上年同期为净流出137.55亿元。 资本支出: 一季度资本支出182.48亿元，主要投向勘探开发、化工和炼油板块。 业绩下滑主要是因为国际油价下跌和下游需求疲软的双重挤压。 据财报披露，一季度普氏布伦特原油现货均价为75.7美元/桶，同比下降9.0%，自产原油实现价格也下 跌5.2%至71.50美元/桶。与此同时，国内成品油需求同比下降4.0%，化工毛利持续处于低位。 财务费用飙升成利润"杀手"。一季报显示，中石化财务费用同比大增69.3%至45.8亿元，主要原因是外 币贷款汇兑净损失增加。这一因素成为拖累公司整体业绩的重要原因之一。此外，投资收益同比大幅下 降69.9%至16.5亿元，这主要受套期保值业务盈亏变动以 ...

股票代码：600028 股票简称：中国石化 公告编号：2025-18 中国石油化工股份有限公司 第九届董事会第六次会议决议公告 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。 三、关于投资建设塔河炼化一体化项目的议案。 四、关于向中国石化集团资本有限公司增资的议案。 2025 年 4 月 23 日，独立董事专门会议已审议并一致同意本议案，同意将本议案 提交董事会审议。 详见公司同日披露的《中国石化 H 股公告》。 中国石油化工股份有限公司（简称"中国石化"或"公司"）第九届董事会第六 次会议（简称"会议"）于 2025 年 3 月 31 日发出书面通知，2025 年 4 月 18 日发出 书面材料，2025 年 4 月 28 日以电子通讯方式召开。 应出席会议的董事 12 人，实际出席会议的董事 12 人。会议的召集和召开符合 有关法律和《中国石油化工股份有限公司章程》的规定。会议审议通过了如下事项 及议案： 一、2025 年第一季度报告。 详见公司同日披露的《中国石化 2025 年第一季度报告》。 2025 年 4 月 2 ...

Financial Performance - For the first quarter of 2025, the operating revenue was RMB 735,356 million, a decrease of 6.9% compared to RMB 789,967 million in the same period of 2024[5] - The net profit attributable to shareholders of the parent company was RMB 13,264 million, down 27.6% from RMB 18,316 million year-on-year[5] - The basic earnings per share decreased by 28.8% to RMB 0.109 from RMB 0.153 in the previous year[5] - Net profit for Q1 2025 was RMB 14,506 million, down 32.3% from RMB 21,360 million in Q1 2024[40] - Operating profit for Q1 2025 was RMB 18,543 million, a decline of 32.1% compared to RMB 27,325 million in Q1 2024[40] - The company reported a total comprehensive income of RMB 15,527 million for Q1 2025, compared to RMB 20,552 million in Q1 2024[41] - The company reported a total comprehensive income of RMB 16,316 million for the three months ended March 31, 2025, compared to RMB 21,028 million for the same period in 2024[57] Cash Flow and Assets - The net cash flow from operating activities was RMB 8,138 million, a significant improvement from a cash outflow of RMB 13,755 million in the same period last year[5] - The company's cash and cash equivalents increased to RMB 160.58 billion as of March 31, 2025, compared to RMB 146.80 billion at the end of 2024[33] - The company's cash and cash equivalents rose to RMB 50,829 million, up 69.1% from RMB 30,024 million at the end of 2024[37] - The cash received from tax refunds decreased by 53.5% to RMB 1,164 million, down from RMB 2,503 million in the same period last year[11] - The company's cash and cash equivalents at the end of the first quarter of 2025 stood at RMB 103,341 million, an increase from RMB 110,964 million at the end of the first quarter of 2024[47] Production and Sales - The total oil and gas equivalent production reached 130.97 million barrels, a year-on-year increase of 1.7%, with natural gas production at 3,684.3 billion cubic feet, up 5.1%[19][20] - The company processed 62.13 million tons of crude oil, producing 37.19 million tons of refined products, with a year-on-year increase of 11.3% in chemical light oil production[22][24] - Total refined oil sales volume for Q1 2025 was 55.59 million tons, a decrease of 7.1% compared to Q1 2024[25] - Ethylene production reached 3,861 thousand tons in Q1 2025, representing a year-on-year increase of 17.7%[26] - The exploration and development segment reported external sales of CNY 46,041 million, a decrease of 11.5% from CNY 52,182 million in the previous year[63] - The refining segment's external sales increased to CNY 44,602 million, up 7.0% from CNY 41,422 million year-over-year[63] - The marketing and distribution segment's external sales decreased to CNY 372,249 million, down 8.8% from CNY 408,420 million in the same period last year[63] - The chemical segment reported external sales of CNY 101,094 million, an increase of 2.0% compared to CNY 98,333 million in Q1 2024[63] Expenses and Liabilities - Financial expenses rose by 69.3% to RMB 4,579 million, primarily due to increased foreign currency loan exchange losses[11] - The company incurred a loss of RMB 1.32 billion in the chemical segment during Q1 2025[25] - Total liabilities increased to RMB 703,496 million, up 4.3% from RMB 674,133 million at the end of 2024[38] - Current liabilities totaled RMB 653.47 billion as of March 31, 2025, down from RMB 673.24 billion at the end of 2024[34] Strategic Initiatives - The company increased its focus on integrated operations and regional optimization to enhance market expansion and cost control[18] - The company aims to enhance its product structure and increase the production of high-value products, including special oils and advanced carbon materials[22] - The company is actively expanding its gas station and charging station network, with a significant year-on-year increase of 116% in vehicle LNG retail volume[23] - The company plans to focus on expanding its market presence and enhancing operational efficiency in the upcoming quarters[46] - The company expects to improve operational efficiency and reduce costs in the upcoming quarters to enhance profitability[64] Shareholder Activities - The company repurchased 36,180,000 H shares during the reporting period, continuing its share buyback program[28] - As of April 25, 2025, the controlling shareholder, Sinopec Group, had increased its stake by acquiring 24,727,400 shares[29]

股票代码：600028 股票简称：中国石化 公告编号：2025-19 中国石油化工股份有限公司 对外担保公告 本公司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： 中国石化按其在福建炼化 50%的持股比例为福建炼化在合资协议项下产 生的责任和债务提供履约支持，该等金额不超过相应责任上限。 福建炼化系中国石化持股 50%的并表子公司，不属于本公司在上交所《股 票上市规则》项下规定的关联人。 福建炼化在合资协议项下的不同义务，中国石化按其在福建炼化 50%的 持股比例承担的履约支持责任上限预计分别为：（1）出资义务的上限为 7,200,226,667 元；（2）古雷二期项目开发费用或业主费用的超支部分（如发生） 的上限为 57.6 亿元；（3）如发生购买新加坡阿美股权的事项，上限为 59.3 亿元； （4）其他义务（如项目建设偏离项目范围或适用法律与其他项目标准可能承担 的义务等）的上限为 72 亿元。 截至本公告日，本公司未向福建炼化提供其他担保。 一、释义 本次履约支持不存在反担保。 对外担保逾期的累计数量：无 | ...

Financial Performance - For the first quarter of 2025, the company's operating revenue was RMB 735,356 million, a decrease of 6.9% compared to RMB 789,967 million in the same period of 2024[10]. - The net profit attributable to shareholders of the parent company was RMB 13,264 million, down 27.6% from RMB 18,316 million year-on-year[10]. - The basic earnings per share for the period was RMB 0.109, representing a decline of 28.8% from RMB 0.153 in the previous year[10]. - The company’s operating profit was RMB 20,895 million, reflecting a 23.5% decrease from RMB 27,320 million in the same quarter of 2024[13]. - The net profit attributable to shareholders based on international financial reporting standards was RMB 13,975 million, down 25.4% from RMB 18,721 million year-on-year[13]. - The company reported a total comprehensive income of RMB 2,267 million for Q1 2025, compared to RMB 5,172 million in Q1 2024[48]. - The net profit for Q1 2025 was 14,506 million RMB, down 32.3% from 21,360 million RMB in Q1 2024[45]. - The total operating revenue for Q1 2025 was RMB 735,356 million, a decrease of 6.9% compared to 789,967 million RMB in Q1 2024[58]. - The main business income for Q1 2025 was RMB 719,832 million, down from RMB 773,656 million in the same period last year, representing a decline of 6.9%[58]. - The operating profit for Q1 2025 was RMB 20,895 million, compared to RMB 27,320 million in Q1 2024, reflecting a decrease of 23.5%[58]. - The net profit attributable to shareholders for Q1 2025 was RMB 13,975 million, down 25.4% from RMB 18,721 million in Q1 2024[58]. - The earnings per share for Q1 2025 was RMB 0.115, a decrease from RMB 0.156 in Q1 2024[58]. Assets and Liabilities - The total assets as of March 31, 2025, were RMB 2,123,049 million, an increase of 1.8% from RMB 2,084,771 million at the end of 2024[10]. - The company’s total liabilities increased significantly, with bonds payable rising by 105.7% to RMB 52,579 million due to the issuance of long-term bonds for financing[14]. - Total liabilities increased to 1,132,556 million RMB as of March 31, 2025, compared to 1,108,478 million RMB at the end of 2024, reflecting a growth of 2.2%[40]. - The company's total assets reached 2,123,049 million RMB, an increase of 1.9% from 2,084,771 million RMB[40]. - The total equity attributable to shareholders increased to 834,815 million RMB, up from 819,922 million RMB, marking a growth of 1.1%[40]. - The company's net assets reached RMB 986,360 million, up from RMB 972,147 million, marking an increase of about 1.5%[62]. - The company's long-term debt increased to RMB 217,847 million from RMB 187,202 million, reflecting an increase of approximately 16.4%[62]. Cash Flow and Investments - The net cash flow from operating activities was RMB 8,138 million, a significant improvement from a cash outflow of RMB 13,755 million in the same period last year[10]. - Cash received from tax refunds was RMB 1.164 billion, a decrease of 53.5% compared to RMB 2.503 billion in the previous period[15]. - Cash paid for investments increased by RMB 1.962 billion, reflecting higher capital injections into joint ventures[15]. - The net cash generated from operating activities for the first quarter of 2025 was RMB 8,138 million, a significant improvement compared to a cash outflow of RMB 13,755 million in the same period of 2024[63]. - Investment activities resulted in a net cash outflow of RMB 32,446 million in Q1 2025, compared to RMB 43,082 million in Q1 2024[50]. - Financing activities generated a net cash inflow of RMB 36,121 million in Q1 2025, down from RMB 45,931 million in Q1 2024[51]. - Capital expenditures for Q1 totaled RMB 18.248 billion, with RMB 12.595 billion allocated to exploration and development[33]. - Capital expenditures for the first quarter of 2025 were RMB 24,232 million, a decrease from RMB 28,456 million in the same period of 2024, reflecting a reduction of approximately 14.0%[63]. Production and Sales - Oil and gas equivalent production reached 130.97 million barrels, representing a year-on-year increase of 1.7%, with natural gas production at 3,684.3 billion cubic feet, up 5.1% year-on-year[22]. - The total sales in the exploration and development segment for Q1 2025 was RMB 75,894 million, down 4.8% from RMB 79,812 million in Q1 2024[55]. - The refining segment reported a total sales of RMB 354,456 million in Q1 2025, a decrease of 5.3% from RMB 374,212 million in Q1 2024[55]. - The marketing and distribution segment's sales for Q1 2025 were RMB 374,380 million, down 8.7% from RMB 410,155 million in Q1 2024[55]. - The chemical segment reported a total sales of RMB 124,051 million, slightly up from RMB 122,988 million in Q1 2024, indicating a growth of 0.9%[55]. - The company reported a 4.0% decline in refined oil demand, while chemical product demand continued to grow with a 3.1% increase in ethylene equivalent consumption[21]. - The average price of Brent crude oil was USD 75.7 per barrel, a decrease of 9.0% year-on-year[21]. - The average realized price for crude oil was USD 71.50 per barrel, down 5.2% year-on-year[23]. - Total refined oil sales volume was 55.59 million tons, down 7.1% year-on-year, with retail volume at 27.43 million tons, a decrease of 6.4%[29]. - Ethylene production increased by 17.7% year-on-year to 3.861 million tons, while the chemical segment reported a loss of RMB 1.321 billion[30][31]. Financial Expenses and Income - Financial expenses increased by RMB 1.875 billion, a rise of 69.3%, primarily due to increased foreign currency loan exchange losses[15]. - Investment income decreased by RMB 3.825 billion, down 69.9%, affected by changes in hedging business profits and declines in some joint ventures[15]. - The fair value changes resulted in a gain of RMB 2.463 billion, a significant increase compared to a loss of RMB 4.897 billion in the previous period[15]. - The company incurred financial expenses of RMB 4,579 million in Q1 2025, compared to RMB 2,704 million in Q1 2024, marking an increase of 69.5%[56]. - The company reported a total of RMB 2,684 million in share of profits from associates and joint ventures, a decrease from RMB 2,798 million year-over-year[66]. Future Plans and Strategies - The company plans to enhance its integrated energy services, focusing on LNG and hydrogen energy development[28]. - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[45]. - The company aims to improve operational efficiency and reduce costs in response to declining revenues[49]. - The company plans to focus on market expansion and new technology development in the upcoming quarters[49].

截至4月28日收盘，可燃冰概念上涨1.72%，位居概念板块涨幅第2，板块内，5股上涨，新锦动力20%涨 停，潜能恒信、神开股份、南钢股份等涨幅居前，分别上涨3.55%、1.88%、1.38%。跌幅居前的有海默 科技、泰山石油、石化机械等，分别下跌1.67%、1.46%、1.32%。 | 000554 | 泰山石 油 | -1.46 | 2.58 | -613.44 | -10.69 | | --- | --- | --- | --- | --- | --- | | 600098 | 广州发 展 | -0.15 | 0.49 | -901.07 | -8.01 | | 300084 | 海默科 技 | -1.67 | 7.20 | -1259.01 | -7.79 | | 002278 | 神开股 份 | 1.88 | 19.33 | -1537.80 | -2.93 | | 000039 | 中集集 团 | -0.13 | 1.40 | -2301.92 | -9.41 | （文章来源：证券时报网） 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | ...

Market Overview - The Shanghai Composite Index fell by 0.20% on April 28, with five sectors rising, led by banking and steel, which increased by 0.98% and 0.53% respectively [1] - The real estate and comprehensive sectors experienced the largest declines, down by 3.66% and 2.52% respectively [1] - The oil and petrochemical sector saw a slight decrease of 0.03% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 29.894 billion yuan, with only two sectors seeing net inflows: steel with 200 million yuan and oil and petrochemicals with 66.93 million yuan [1] - The electronics sector had the largest net outflow, totaling 3.104 billion yuan, followed by the automotive sector with a net outflow of 2.516 billion yuan [1] Oil and Petrochemical Sector Details - Within the oil and petrochemical sector, there are 48 stocks, with 9 rising and 36 falling, including one hitting the daily limit down [2] - The top net inflow stocks in this sector included China National Offshore Oil Corporation (CNOOC) with 53.071 million yuan, China Petroleum & Chemical Corporation (Sinopec) with 50.902 million yuan, and Huajin Chemical with 44.7347 million yuan [2] - The stocks with the largest net outflows included ST Xinchao with 39.0339 million yuan, Intercontinental Oil and Gas with 22.5732 million yuan, and Bohai Chemical with 17.033 million yuan [2][3]

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256家企业，参与招投标项目5000 次，知识产权方面有商标信息45条，专利信息5000条，此外企业还拥有行政许可39个。 金融界消息 截至2025年4月28日收盘，中国石化（600028）报收于5.71元，上涨0.53%，换手率0.11%， 成交量101.50万手，成交金额5.79亿元。 来源：金融界 中国石化最新一期业绩显示，截至2024年报，公司营业总收入30745.62亿元、同比减少4.29%，归属净 利润503.13亿元，同比减少16.79%，扣非净利润480.57亿元，同比减少20.82%，流动比率0.779、速动比 率0.398、资产负债率53.17%。 天眼查商业履历信息显示，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、煤炭及其他燃料加工业为主的企业。企业注册资本12173968.9893万人民币，实缴资本8063382.8289 万人民币。公司法定代表人为马永生。 资金流向方面，今日主力资金净流入4207.47万元，占比成交额7.27%。其中，超大单净流入2629.33万 元、占成交额4.54%，大单净 ...

中国石化年产3万吨碳纤维项目正式开工，助力新材料产业升级 金十数据4月28日讯，记者从中国石化获悉，中国石化上海石化年产3万吨大丝束碳纤维异地建设项目在 内蒙古鄂尔多斯市正式开工建设。项目将依托上海石化自有大丝束碳纤维专利技术以及内蒙古地区丰富 的绿电资源，建设更为节能高效的10条碳纤维生产线，预计2027年全部建成投产。投产后，可为风电、 储能、低空产业等领域提供大丝束碳纤维材料，为新能源产业提供关键材料支撑，助力我国新材料产业 升级发展。 （一财） ...