Workflow
Sinopec Corp.(600028)
icon
Search documents
首月获评3口“优质井”
Qi Lu Wan Bao· 2026-02-10 16:21
其中,在于奇902井采用"预弯曲钻具组合+微扩孔器"工艺工具,二开平均机械钻速较设计提升了 75.24%;在SHB5-25X井优化钻井液性能,合理调整钻井参数,二开仅用32.83天完成5942米进尺任务, 平均机械钻速较设计提升了71.06%;在TK7263X井执行强参数、"三免"(免短起、免划眼、免通井)技术 措施,二开平均机械钻速较设计提升了5.56%。 本报2月10日讯(大众新闻记者顾松通讯员邱振军游少雄)今年1月份,由胜利石油工程公司塔里木分公司 70650队施工的于奇902井、99101队施工的SHB5-25X、70588队施工的TK7263X三口井,施工质量优 秀、提速效果显著、钻井周期节约,获评西北油田1月份"优质井",在中石化西北工区各钻井公司中位 于前列。 今年以来,塔里木分公司深入开展"提速提质创指标,对标对表扛红旗"劳动竞赛,深入攻关碎屑岩井、 侧钻井、稠油井技术,分区分井型专项专打,升级固控设备,执行钻井刚性条款,优化中完工序、轨迹 控制,"四提"成效显著。 ...
——石油化工2025年报业绩前瞻:油价中枢回落,2025Q4聚酯价差改善,上游业绩承压、下游景气分化
Investment Rating - The report maintains a neutral outlook on the oil and petrochemical industry, indicating that the industry is expected to perform in line with the overall market [3][12]. Core Insights - The report highlights a decline in crude oil prices in Q4 2025, with Brent crude averaging $63.1 per barrel, down 7.4% quarter-on-quarter and 14.7% year-on-year [3][4]. - The petrochemical sector is experiencing a mixed performance, with upstream operations facing pressure while downstream profitability is showing signs of improvement [3]. - The report forecasts a tightening supply-demand balance in the polyester sector, suggesting potential for improved market conditions [3]. Summary by Sections Price Trends - In Q4 2025, Brent crude oil prices averaged $63.1 per barrel, with a range of $59-66 per barrel. Gasoline and diesel prices were adjusted downwards by 325 CNY/ton and 340 CNY/ton respectively [3][4]. - Key petrochemical products showed varied price movements, with notable declines in prices for polyethylene and polypropylene, down 16% and 14.2% year-on-year respectively [4]. Price Differentials - The report notes that the price differential for crude oil catalytic cracking increased to 1374 CNY/ton, up 12.5% quarter-on-quarter, while the differential for ethylene from naphtha decreased by 20.1% [5][6]. - The price differential for PX and PTA expanded, indicating improved margins in the polyester chain [5][6]. Company Performance Forecasts - The report provides earnings forecasts for key companies in the sector, predicting a net profit of 27 billion CNY for China National Petroleum Corporation (CNPC), down 16% year-on-year, while China National Offshore Oil Corporation (CNOOC) is expected to see a profit of 30 billion CNY, up 41% year-on-year [3][7]. - Other companies such as Hengli Petrochemical and Rongsheng Petrochemical are also highlighted, with expected profits of 1.7 billion CNY and 250 million CNY respectively [3][7]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co. and Wan Kai New Materials, as well as large refining companies like Hengli Petrochemical and Rongsheng Petrochemical due to expected improvements in cost structures [3]. - It also suggests maintaining a positive outlook on offshore oil service companies like CNOOC and Haiyou Engineering, anticipating continued high demand in offshore capital expenditures [3].
石油化工2025年报业绩前瞻:油价中枢回落,2025Q4聚酯价差改善,上游业绩承压、下游景气分化
Investment Rating - The report maintains an "Overweight" rating for the petrochemical industry, indicating a positive outlook compared to the overall market performance [3]. Core Insights - The report highlights a decline in crude oil prices in Q4 2025, with Brent crude averaging $63.1 per barrel, down 7.4% quarter-on-quarter and 14.7% year-on-year [3]. - The report anticipates a mixed performance across the petrochemical sector, with upstream performance under pressure while downstream sectors show signs of improvement [3]. - Key companies in the industry are expected to experience varied profit margins, with some facing significant declines while others show resilience [3]. Summary by Sections Price Trends - Brent crude oil price in Q4 2025 was $63.1 per barrel, down 7.5% from Q3 and 14.8% year-on-year [4]. - Key petrochemical products such as methanol and polypropylene saw price declines of 8.2% and 8.3% respectively in Q4 2025 compared to Q3 [4]. Price Differentials - The report notes that the price differential for crude oil catalytic cracking increased by 12.5% quarter-on-quarter, reaching 1374 RMB/ton [5]. - The price differential for PX-Nafta increased by 7.6% quarter-on-quarter, indicating a positive trend for certain segments [6]. Company Performance Forecasts - China National Petroleum Corporation (CNPC) is projected to have a net profit of 27 billion RMB in Q4 2025, a decrease of 16% year-on-year [3]. - Sinopec is expected to face significant impairment pressures, with a projected net profit of only 500 million RMB, down 92% year-on-year [3]. - The report forecasts a net profit of 14 billion RMB for Satellite Chemical, reflecting a 41% decline year-on-year but a 38% increase quarter-on-quarter [3]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector, such as Tongkun Co., and bottle-grade PET producers like Wankai New Materials [3]. - It suggests monitoring large refining companies like Hengli Petrochemical and Rongsheng Petrochemical due to expected improvements in cost structures [3]. - The report also highlights the potential of offshore oil service companies, recommending firms like CNOOC Services and Offshore Oil Engineering for their strong performance outlook [3].
石油ETF(561360)开盘涨0.07%,重仓股中国石油涨0.37%,中国海油涨0.59%
Xin Lang Cai Jing· 2026-02-10 03:29
Group 1 - The core viewpoint of the article highlights the performance of the Oil ETF (561360), which opened with a slight increase of 0.07% at 1.453 yuan [1] - The major holdings of the Oil ETF include China National Petroleum Corporation, which rose by 0.37%, China National Offshore Oil Corporation, which increased by 0.59%, and Sinopec, which saw a rise of 0.15% [1] - The ETF's performance benchmark is the CSI Oil and Gas Industry Index return, managed by Guotai Fund Management Co., Ltd., with a return of 44.70% since its establishment on October 23, 2023, and a return of 13.93% over the past month [1] Group 2 - Other notable stock performances within the ETF include Jereh Group, which fell by 0.34%, and China Merchants Energy, which decreased by 0.25%, while Guanghui Energy remained unchanged [1] - The article provides a detailed overview of the ETF's performance metrics, indicating a diverse range of stock movements among its holdings [1]
燕山石化高端医用包装材料通过审评
Zhong Guo Hua Gong Bao· 2026-02-10 02:36
自国家药监局实施药品包装材料关联审评以来,材料通过审评成为进入医药市场的"通行证"。在中国石 化化工销售有限公司华北分公司精准把握行业需求,联合北化院、燕山石化开展技术研讨与市场对接, 优化配方与工艺参数,针对性解决吹膜破膜、加压漏液等难题。同时,高效完成客户需求对接、资料准 备及协助审评申报全流程,助力专用料快速获得市场资质,推动燕山石化高端医用软包装材料产业化应 用。 中化新网讯 近日,燕山石化生产的非PVC(聚氯乙烯)输液膜专用料通过国家药监局关联审评,中国 石化在高端医用包装材料领域再次实现新突破。 ...
新春走基层|从加油到充电,中国石化十余年初心不改护航武陵山区民生出行
Sou Hu Cai Jing· 2026-02-09 14:46
2月7日晚9时许,中国石化恩施石油咸丰公交充电场站依然灯火通明。30座充电桩前,36辆电动公交车整齐列队,充电枪同步运行,持续的电流声没入夜 色,为次日城市的苏醒储备能量。这里是湖北首座由中国石化建成投运的公交专用充电场站,日均充电量超4000度,默默支撑着县城公交系统的有序运转。 极目新闻通讯员王楚怡 向潇雨 袁迪 在湖北省恩施土家族苗族自治州咸丰县城,36辆电动公交车每日往来穿梭,承载着数万人次出行。从清晨赶早市的菜农、奔赴校园的学生,到通勤的市民, 每一班准点抵达的公交车,串联起这座山城平稳而温暖的民生日常。这背后是中国石化在武陵山区十余年如一日的出行保障坚守。 曾经,充电资源紧张曾是李波每晚的难题:不到20把充电枪服务30多辆车,轮流充电、频繁挪车,夜起三四次已成常态。转机源于中国石化对民生需求的前 瞻布局。在当地公交公司提出建设34把充电枪时,中国石化恩施石油结合城区发展与运力增长趋势,最终决定建设30座充电桩、配备40把充电枪,为未来预 留空间。 2024年7月新场站投运后,李波的工作轻松了许多:"现在充电枪充足,系统支持自动充满断电,夜间只需巡检一遍,终于能睡上整觉了。" 不仅如此,该充电站还率 ...
1月行业价差改善或助力盈利景气回暖
HTSC· 2026-02-09 11:56
Investment Rating - The report maintains an "Overweight" rating for the oil and gas sector and the basic chemicals sector [5]. Core Insights - The overall price spread in the industry improved in January, indicating a potential recovery in profitability for 2026, with the CCPI-raw material price spread reaching 2631, up from 2500 at the end of 2025 [1][9]. - The demand for chemical products is shifting from real estate to consumer goods, infrastructure, and emerging technologies, with significant growth potential driven by global economic trends [2][11]. - The capital expenditure growth in the chemical industry has been declining since June 2025, suggesting a supply-side adjustment is approaching, which may lead to improved profitability in the sector [2][16]. Summary by Sections Price Trends - In January, oil prices rose due to geopolitical tensions and strong global crude oil replenishment demand, leading to a slight improvement in the price spread of most chemical products [9][21]. - Major price increases were observed in products like lithium carbonate and butadiene, while some products like methyltrichlorosilane saw price declines due to supply adjustments [3][33]. Supply and Demand Dynamics - The January PMI was reported at 49.3, indicating a continued bottoming out in the real estate sector, while consumer goods and major infrastructure showed positive growth [2][11]. - The chemical industry is expected to see a recovery in demand, supported by the exit of high-energy-consuming facilities in Europe and North America, and economic growth in Asia, Africa, and Latin America [2][11][14]. Investment Strategy - The report suggests focusing on sectors with potential recovery, such as oil and gas, basic chemicals, and companies leveraging synthetic biology for cost reduction [32]. - Specific stock recommendations include China Petroleum & Chemical Corporation, Baofeng Energy, and Yun Tianhua, among others, highlighting their potential for growth and profitability [7][32]. Monthly Performance Review - In January, the basic chemical index rose by 12.72%, with significant gains in sub-sectors like dye chemicals and petrochemical raw materials [34][36]. - The report notes that the chemical industry is experiencing a recovery phase, with various sub-sectors showing positive price movements and improved market conditions [34][36].
股票行情快报:中国石化(600028)2月9日主力资金净卖出6453.62万元
Sou Hu Cai Jing· 2026-02-09 11:29
该股最近90天内共有4家机构给出评级,买入评级4家;过去90天内机构目标均价为7.98。 该股主要指标及行业内排名如下: 2月9日的资金流向数据方面,主力资金净流出6453.62万元,占总成交额6.11%,游资资金净流入 3987.33万元,占总成交额3.77%,散户资金净流入2466.29万元,占总成交额2.33%。 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。 近5日资金流向一览见下表: 证券之星消息,截至2026年2月9日收盘,中国石化(600028)报收于6.5元,上涨0.0%,换手率0.17%,成 交量162.43万手,成交额10.56亿元。 中国石化2025年三季报显示,前三季度公司主营收入21134.41亿元,同比下降10.69%;归母净利润 299.84亿元,同比下降32 ...
2025年海南省流通领域车用尿素产品质量监督抽查结果公布
2025年第4季度,海南省市场监督管理局对全省流通领域车用尿素产品进行了监督抽查。本次抽查了25批次产品,经检验,全部合格。 本次监督抽查依据GB 29518-2013等标准要求,对下列项目进行了检验:尿素含量、密度、折光率、碱度、缩二脲、醛类、不溶物、磷酸盐、钙、铁、铜、 锌、铬、镍、铝、镁、钠、钾、一致性确认。本次抽查未发现有不符合标准要求的项目。 具体抽查结果如下: 2025年海南省流通领域车用尿素产品质量监督抽查所检项目符合相关标准的产品 | 序 | 产品名称(标称) | 商标(标称) | 规格型号 | 生产日期/批号(标 | 被检主体 | 生产企业(标称) | | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | 称) | | | | 1 | 柴油车尾气处理液 | / | 净含量: 10 | | 中国石化销售股份有限公司海南海口海府加油站 | 海洋石油富岛有限公司 | | | | | kg | 2025-09-08 | | | | 2 | AUS 32柴油尾气净化液 | / | 10kg/桶 | 2025-07-06 | 中国石油海南销售有限 ...
2025年海南省流通领域机动车辆制动液产品质量监督抽查结果公布
Core Viewpoint - The quality inspection results for automotive brake fluid products in Hainan Province for Q4 2025 indicate that all 16 batches tested were compliant with relevant standards, reflecting a positive trend in product quality in the automotive sector [2]. Group 1: Inspection Results - The Hainan Provincial Market Supervision Administration conducted a quality inspection of automotive brake fluid products, with all 16 batches passing the tests [2]. - The inspection was based on standards such as GB 12981-2012, covering parameters like appearance, kinematic viscosity, boiling point, pH value, and low-temperature fluidity [2]. Group 2: Product Details - The inspected products included various brands and specifications, all of which met the required standards [2]. - Notable products included: - High-performance brake fluid from Shandong Laike Technology Co., with a production date of April 11, 2025 [2]. - Brake fluid from Zhangjiagang Dike Automotive Chemicals, produced on September 8, 2025 [2]. - Shell brake fluid from Shandong Laike Technology Co., produced on August 8, 2025 [2].