据介绍，中国石油化工集团有限公司的前身是成立于1983年7月的中国石油化工总公司。1998年7月，按 照党中央关于实施石油石化行业战略性重组的部署，在原中国石油化工总公司基础上重组成立中国石油 化工集团公司，2018年8月，经公司制改制为中国石油化工集团有限公司。公司是上下游、产供销、内 外贸一体化特大型能源化工集团公司，注册资本3265亿元人民币，董事长为法定代表人，总部设在北 京。 中国航空油料集团有限公司原隶属于中国人民解放军空军，1980年随同民航从空军建制分立出来，1990 年组建中国航油总公司，2002年在此基础上成立中国航空油料集团公司，并于2003年成为国务院国资委 直接管理的中央企业。中国航油是亚洲最大的集航空油品采购、运输、储存、检测、销售、加注于一体 的航空运输服务保障企业。 新华社1月8日消息，来自国务院国资委的消息，经报国务院批准，中国石油化工集团有限公司与中国航 空油料集团有限公司实施重组。 ...

Group 1 - The core viewpoint of the article is the announcement of a restructuring between Sinopec and China Aviation Oil, which combines the "super refinery" and "supply system" of aviation fuel, aiming for a full-chain collaboration rather than a simple addition [1][2]. Group 2 - The restructuring is driven by the strong recovery of the aviation industry, with global aviation fuel demand expected to reach 389 million tons by 2025, a year-on-year increase of 3.9%. Domestic aviation fuel demand is projected to exceed 40 million tons, indicating significant growth potential [2]. - Sinopec's sustainable aviation fuel (SAF) has completed test flights on domestic large aircraft C919 and ARJ21, with the potential to reduce carbon emissions by over 50% compared to traditional aviation fuel. China Aviation Oil serves 585 global airline customers, positioning itself as a leader in the promotion and application of SAF [3]. - The merger is expected to enhance the reliability and uniformity of fuel services for flights globally, benefiting the industry. With aviation fuel typically accounting for one-third of airline operating costs, the reduction of intermediary costs post-restructuring could alleviate profit pressures on airlines and improve service quality [4].

经国务院批准， 中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 | 索 引 号 | 00001854-5/2026-00002 | 是否有效 | 现行有效 | | --- | --- | --- | --- | | 发布机构 | 国务院国资委 | 发文时间 | 2026-01-08 | | 名称 | 中国石油化工集团有限公司与中国航空油料集团有限公司实施重组 | | | | 文号 | | 主题词 | | ...

据国资委网站，经报国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 编辑 ｜ 钉钉 ...

Group 1 - The restructuring of China Petroleum & Chemical Corporation and China Aviation Oil Group has been approved by the State Council [1] Group 2 - Nearly 100 Chinese semiconductor companies have entered A-shares and Hong Kong stocks, with 10 already having completed their IPOs [2] - Real estate sector signals indicate that a bottoming out and stabilization is expected in 2026, according to institutions [2]

中国石化和中国航油"强强联手"，有利于增强我国航空燃料产业国际竞争力。 目前国际较大的航空燃料服务商主要为一体化石油化工公司，如壳牌、BP、埃克森美孚、道达尔等， 其规模大、油品和基础设施保障能力强、声誉好、网络完善，具有明显的比较优势。我国航空燃料生 产、销售、加注等业务分属不同企业，整体竞争能力与国际大型航空燃料服务商相比有待提升。两家企 业重组后，实现优势互补，有助于航空燃料产业进一步做强做优做大，提高竞争力。 1月8日，经国务院批准，中国石化集团公司与中国航油集团公司实施重组。 业内人士分析，中国石化和中国航油"强强联手"有利于提升航煤产业链韧性，保障航空业能源安全。 根据标准普尔预测，2040年中国航油消费将由2024年的3928万吨增长至7500万吨。两家企业重组后，可 发挥炼化一体化、航油供应保障体系等多方面优势，减少中间环节，降低供应成本，为我国航空业能源 安全提供坚强保障。 中国石化和中国航油"强强联手"，还有利于促进可持续航空燃料产业高质量发展。 航空业碳排放是交通领域减排最困难的领域，可持续航空燃料（SAF）是公认的主要减排路线。中国石 化是我国最早拥有SAF生产能力的企业，填补了国产S ...

据新华社报道，来自国务院国资委的消息，经报国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 | | | | Q | | --- | --- | --- | --- | | | 中国石油化工集团有限公司与中国航空油料集团有限公司实施重组 来源:改革局 发布时间:2026-01-08 字体:「大 中 小] | | | | 索 引 号 | 00001854-5/2026-00002 | 是否有效 | 现行有效 | | 发布机构 名称 | 国务院国资委 2026-01-08 中国石油化工集团有限公司与中国航空油料集团有限公司实施重组 | 发文时间 | | | 文号 | | 主题词 | | | | 经报国务院批准,中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 | | | | | 打印 | 关闭窗口 | | 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责 任自负。 ...

来自国务院国资委的消息，经国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实 施重组。（新华社） ...

Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index slightly down by 0.07%, marking a 15-day consecutive rise, driven by geopolitical conflicts that boosted the oil and gas sector [1] Group 1: Market Performance - The oil and gas ETF Huatai (159309) rose over 1.6% with a net inflow of 1.17 million yuan, continuing its two-day capital attraction [1] - The performance of the underlying index components of the oil and gas ETF was mixed, with International Industry, Xue Ren Group, and Huibo Po hitting the daily limit, while China Petroleum and China Oil & Gas saw declines of over 1% [3] Group 2: Geopolitical Impact - Recent geopolitical tensions have led to a reassessment of Venezuela's role in global oil supply, with potential long-term implications for oil prices [6] - The expected recovery of Venezuelan oil production faces challenges such as aging oil fields, weak infrastructure, high costs, and political instability, making a return to historical production levels difficult [6] Group 3: Industry Outlook - The oil sector is experiencing a gradual recovery, with high dividend characteristics highlighted by Changjiang Securities, indicating a positive outlook for leading companies in the midstream and upstream sectors [7] - The sector's cash flow stability and high dividend yield are expected to attract renewed valuation, especially with the backdrop of economic recovery and potential interest rate cuts [7] Group 4: Investment Opportunities - The oil and gas ETF Huatai (159309) focuses on the upstream and downstream of the oil and gas industry, presenting significant long-term investment value amid external uncertainties [8]

Market Overview - The refining and trading sector experienced a decline of 0.75% on January 8, with Heshun Petroleum leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Daqing Huake (000985) with a closing price of 19.84, up 2.48% [1] - Runbei Hangke (001316) at 39.45, up 2.04% [1] - Maoyang Xingchang (000819) at 16.44, up 1.99% [1] - Conversely, Heshun Petroleum (603353) saw a significant decline of 4.23%, closing at 27.87 [2] - Other notable decliners included: - Baomo Co. (002476) down 3.70% [2] - Rongsheng Petrochemical (002493) down 2.26% [2] Capital Flow - The refining and trading sector experienced a net outflow of 438 million yuan from major funds, while retail investors saw a net inflow of 331 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among investors, with retail investors showing more confidence compared to institutional investors [2] Individual Stock Capital Flow - Runbei Hangke (001316) had a net inflow of 12.19 million yuan from major funds, while it faced a net outflow of 19.85 million yuan from retail investors [3] - Heshun Petroleum (603353) experienced a net outflow of 1.68 million yuan from major funds, but a net inflow of 6.77 million yuan from retail investors [3] - Other stocks like Taishan Petroleum (000554) and Baoli International (300135) also showed varied capital flows, reflecting differing investor sentiments [3]