FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中國石油化工股份有限公司 呈交日期： 2025年11月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00386 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發 ...

Market Overview - The refining and trading sector experienced a slight decline of 0.12% on November 13, with Daqing Huake leading the drop [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Runbei Hangke (Code: 001316) with a closing price of 37.20, up 4.35% [1] - Heshun Petroleum (Code: 603353) with a closing price of 25.48, up 4.21% [1] - Maohua Shihua (Code: 000637) with a closing price of 5.05, up 2.85% [1] - Conversely, Daqing Huake (Code: 000985) saw a decline of 2.14%, closing at 20.55 [2] Trading Volume and Capital Flow - The refining and trading sector saw a net outflow of 410 million yuan from main funds, while retail investors contributed a net inflow of 331 million yuan [2] - The trading volume for Daqing Huake was significant, with 140,500 shares traded, resulting in a transaction value of 284 million yuan [2] Capital Inflow Analysis - Key stocks with notable capital inflow included: - Tongkun Co. (Code: 601233) with a main fund net inflow of 29.56 million yuan [3] - Baomo Co. (Code: 002476) with a main fund net inflow of 16.71 million yuan [3] - Retail investors showed a mixed response, with some stocks like Guochuang Gaoxin (Code: 002377) experiencing a net inflow of 666.52 million yuan [3]

Investment Rating - The report rates the petrochemical industry as "Positive" for investment, indicating an expectation of outperforming market performance [1]. Core Insights - The report highlights that addressing climate change and safety production are key focuses for state-owned petrochemical enterprises [1]. - Most companies in the industry have performed well in ESG scores, with a 100% coverage of ESG reporting, particularly excelling in environmental and social aspects, while governance needs improvement [10][16]. - Seven companies scored above 80 points, including China National Offshore Oil Corporation (CNOOC), China Petroleum, and China Petrochemical, while two companies scored between 40-80 points [10]. Summary by Sections 1. ESG Reporting Coverage - The ESG report coverage is complete, with high scores in environmental and social aspects, but governance remains an area for improvement [10][16]. 2. Environmental Indicators - Companies show a strong commitment to environmental management, with five companies scoring over 15 points and eight scoring above 10 points. However, disclosure on oil spill risk management and circular economy indicators is lacking [16][20]. 3. Climate Change Response - The industry generally scores high in climate change response, with 100% disclosure rates for climate management and indicators. However, there is a need for better disclosure on internal supervision and financial impact assessments [26][30]. 4. Social Responsibility - Most companies score moderately high in social responsibility, focusing on rural revitalization, social contributions, innovation, safety production, and employee welfare. However, the disclosure rate for public awareness initiatives is low [43][46]. 5. Governance Structure - The governance structure is largely complete, with high scores in governance indicators. However, the disclosure of ESG information reporting and supervision mechanisms needs improvement [57][66].

Core Insights - The Anhui Huai Bei Market Supervision Administration has released a summary of the supervision and inspection results for fire safety products, windshield washer fluid, and engine oil for the year 2025 [1] Group 1: Inspection Results - A total of 40 samples were tested, with various products including windshield washer fluid, engine oils, and fire safety equipment [2][3] - Among the tested samples, several products were found to be non-compliant, particularly in categories such as windshield washer fluid and fire hoses [2][3] - Specific brands like "Kunlun Tianwei" and "Super Billion" had both compliant and non-compliant products in the inspection results [2][3] Group 2: Product Categories - The inspection covered multiple categories including: - Windshield washer fluid: 1 out of 2 samples failed [2] - Engine oils: Most samples passed, with brands like "Kunlun Tianwei" and "Fuxing" showing compliance [2] - Fire safety equipment: Various items including fire extinguishers and hoses were tested, with a mix of compliant and non-compliant results [2][3] Group 3: Compliance Status - Out of the total samples, a significant number were compliant, indicating a general adherence to safety standards in the industry [2][3] - Non-compliance was noted in specific products, which may raise concerns regarding quality control among manufacturers [2][3]

11月13日，中国石化在新疆维吾尔自治区乌苏市发布万亩棉田PBST地膜试验示范项目成果，宣布其完 全自主知识产权的PBST全生物降解地膜试用成功，为稳定棉花产量解决地膜残留问题提供了可行路 径。 ...

Core Viewpoint - Qinghai Petroleum, a subsidiary of Sinopec, plays a crucial role in energy supply and economic development in Qinghai Province, focusing on transforming into a comprehensive energy service provider during the 14th Five-Year Plan period [1][4][9] Group 1: Energy Supply and Economic Development - Qinghai Petroleum has supplied over 3 million tons of oil products and over 400 million cubic meters of vehicle natural gas to the Qinghai region during the 14th Five-Year Plan, significantly contributing to local economic growth [1] - The company operates 161 gas stations, 19 LNG stations, 9 charging stations, and 3 oil depots, with one hydrogen station under construction [1] - The establishment of a 1,200-kilometer LNG corridor supports key industries and ensures stable energy supply for agriculture, public transport, and emergency services [2] Group 2: Safety and Environmental Protection - Qinghai Petroleum prioritizes safety, environmental protection, and health as its development lifeline, investing 210 million yuan in safety and environmental initiatives during the 14th Five-Year Plan [2][3] - The company has achieved zero major safety and environmental accidents and zero significant quality complaints, reflecting its commitment to high safety standards [2][3] Group 3: Green Energy and Transformation - The company is accelerating its transformation into a comprehensive energy service provider, focusing on clean energy and expanding its LNG supply network [4][5] - Qinghai Petroleum is leading the development of charging and electricity services, optimizing charging networks, and establishing a power trading company to support green transportation [4][5] Group 4: Social Responsibility and Community Support - Qinghai Petroleum integrates social welfare and rural revitalization into its corporate mission, investing in local industries and enhancing the value of local agricultural products [7] - The company has established various community service stations and actively participates in disaster relief efforts, providing medical services and environmental protection initiatives [6][7] Group 5: Corporate Governance and Leadership - The company emphasizes the importance of party leadership in state-owned enterprises, integrating it into all aspects of corporate reform and development [8] - Qinghai Petroleum promotes a culture of safety and responsibility, ensuring that all employees are engaged in safety practices and community service [8] Group 6: Future Outlook - As the 14th Five-Year Plan concludes, Qinghai Petroleum aims to continue its role as a comprehensive energy service provider, focusing on energy supply, safety, transformation, and community service to support high-quality development in Qinghai [9]

转自：北京市市场监管局网站 公示期：2025年11月12日至2025年11月21日 联系邮箱：jyzjz@samr.gov.cn ...

Core Insights - The China Petroleum and Chemical Industry Index has shown a positive trend, with a 0.98% increase as of November 13, 2025, and significant gains in constituent stocks such as Lianhong Xinke and Cangge Mining [1] - The Petrochemical ETF (159731) has also performed well, with a 0.95% increase and a notable 6.83% rise over the past week, indicating strong investor interest [1][4] - The ETF has seen a net inflow of 8.41 million yuan over the last four days, reaching a total share count of 201 million and a scale of 170 million yuan, both marking a one-year high [1] Performance Metrics - The Petrochemical ETF has recorded a 27.44% increase in net value over the past six months, with a maximum monthly return of 15.86% since its inception [4] - The ETF has outperformed its benchmark with an annualized excess return of 6.31% over the last six months [4] - The top ten weighted stocks in the index account for 56.05% of the total, with Wanhua Chemical and China Petroleum being the most significant contributors [4] Stock Performance - Key stocks and their performance include: - Wanhua Chemical: +0.04%, 10.47% weight - China Petroleum: -0.80%, 7.63% weight - Salt Lake Co.: +6.06%, 6.44% weight - China Petroleum & Chemical: -1.05%, 6.44% weight - Cangge Mining: +6.30%, 3.82% weight [6]

Group 1 - The Yanshan Petrochemical Tianjin Nangang Green High-end Rubber New Materials Project has officially entered the construction phase with the commencement of piling work, marking a significant step in the collaboration between Tianjin and Sinopec Group [1] - The project aims to produce 100,000 tons per year of solution styrene-butadiene rubber and 100,000 tons per year of polybutadiene rubber, reflecting a strategic alignment with national and local industrial policies [1] - The establishment of a dedicated working group by Tianjin Economic-Technological Development Area to facilitate project approvals and registrations demonstrates the local government's commitment to supporting the project [1] Group 2 - The Yanshan Tianjin project is designed to enhance the regional rubber industry chain by utilizing local carbon four resources and adopting new processing technologies, thereby improving the competitiveness of Sinopec's synthetic rubber products [2] - The project is positioned to meet the high-quality raw material demands of the premium tire market, aligning with the industry's shift towards green and high-end products [2]

Summary of Key Points Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) is actively repurchasing its shares, indicating a strategy to enhance shareholder value and manage capital effectively. Trading Information - On November 12, 2025, Sinopec's stock closed at 5.71 RMB, up by 0.71% with a turnover rate of 0.14% and a trading volume of 1.3358 million hands, resulting in a total transaction amount of 764 million RMB [1] - The net inflow of main funds was 39.0633 million RMB, accounting for 5.12% of the total transaction amount, while retail investors experienced a net outflow of 24.413 million RMB, representing 3.2% of the total transaction amount [1][4] Company Announcements - On November 11, 2025, Sinopec announced the repurchase of 4,256,000 H-shares at a total cost of 18,612,764.8 HKD, with prices ranging from 4.34 to 4.41 HKD per share, and 8,784,000 A-shares at a total cost of 49,583,073 RMB, with prices between 5.63 and 5.67 RMB per share. All repurchased shares are intended for cancellation [2] - On November 12, 2025, Sinopec repurchased an additional 3,708,000 H-shares for a total of 16,520,994 HKD, with prices between 4.39 and 4.49 HKD per share, and 2,759,600 A-shares for a total of 15,761,124 RMB, with prices ranging from 5.69 to 5.72 RMB per share. Cumulatively, 135,330,000 shares have been repurchased, representing 0.11% of the authorized repurchase amount [3][4]