中石化石油工程技术研究院有限公司，成立于2022年，位于北京市，是一家以从事研究和试验发展为主 的企业。企业注册资本30000万人民币。通过天眼查大数据分析，中石化石油工程技术研究院有限公司 共对外投资了3家企业，参与招投标项目688次，财产线索方面有商标信息15条，专利信息728条，此外 企业还拥有行政许可18个。 来源：金融界 专利摘要显示，本发明公开了一种监测暂堵压裂效果的方法及应用，涉及石油工程技术领域，所述方法 包括：在压裂液中随着压裂砂加入A型球形颗粒；在暂堵过程中，添加暂堵球后，随着压裂砂加入B型 球形颗粒；压裂结束后，使用声波测井仪器沿井筒测量监测段声波响应，识别A型球形颗粒和B型球形 颗粒所处裂缝位置；在生产阶段，通过井口取返排液样，测定A型球形颗粒和B型球形颗粒的浓度占 比，确定暂堵压裂前后裂缝的产出占比。本发明的监测暂堵压裂效果的方法可以通过声波测井仪器和示 踪剂检测实现暂堵压裂效果的准确评价。 天眼查资料显示，中国石油化工股份有限公司，成立于2000年，位于北京市，是一家以从事石油和天然 气开采业为主的企业。企业注册资本12173968.9893万人民币。通过天眼查大数据分析，中国石油 ...

Investment Rating - The report rates the chemical industry as "Outperform" [2] Core Views - The industry has been significantly impacted by tariff-related policies and fluctuations in crude oil prices this year. Key areas to focus on in July include safety regulations, supply changes in the pesticide and intermediate sectors, performance fluctuations due to "export rush," the importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies [2][12] Summary by Sections Industry Dynamics - In the week of June 30 to July 6, among 100 tracked chemical products, 25 saw price increases, 56 saw declines, and 19 remained stable. The average price of TDI increased by 7.02% week-on-week, while the average price of acrylic acid rose by 3.65% [11][36] Investment Recommendations - The report suggests focusing on safety regulations and supply changes affecting the pesticide and intermediate sectors, performance fluctuations from the first half of the year, the growing importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies. Long-term investment themes include sustained high crude oil prices benefiting the oil and gas extraction sector, rapid development in downstream industries, and policy support for demand recovery [12][19] Key Products and Price Changes - TDI prices increased to 12,013 CNY/ton, while acrylic acid prices reached 7,100 CNY/ton, reflecting a 14.52% year-on-year increase. The average price of crude oil also saw slight increases, with WTI at 66.50 USD/barrel and Brent at 68.30 USD/barrel [11][35][36] Company Highlights - Satellite Chemical and Anji Technology are highlighted as "gold stocks" for July, with both companies showing strong revenue and profit growth in 2024. Satellite Chemical reported a revenue of 45.648 billion CNY, a 10.03% increase year-on-year, while Anji Technology achieved a revenue of 1.835 billion CNY, a 48.24% increase year-on-year [13][19]

Core Insights - The project is China's first industrial operational floating photovoltaic project in a full seawater environment, with a capacity of 7.5 megawatts, generating 16.7 million kilowatt-hours of green electricity annually, reducing CO2 emissions by 14,000 tons, equivalent to planting 750,000 trees [2][3][4] Group 1: Project Overview - The floating photovoltaic power station occupies an area of approximately 60,000 square meters and features zero emissions, high efficiency, and low costs [2][3] - The project utilizes a floating photovoltaic structure that synchronizes with tidal movements, reducing the distance between the panels and the water surface to about 1/10 of traditional pile-based structures, enhancing power generation efficiency by 5%-8% through seawater cooling [3] Group 2: Technological Innovations - The project addresses challenges such as seawater corrosion and biological attachment by developing specialized floating bodies and supports resistant to salt mist and barnacle attachment [3] - A new underwater anchoring system that withstands level 13 winds and accommodates 3.5 meters of tidal fluctuation has been created, reducing investment costs by approximately 10% compared to traditional pile-based photovoltaic systems [3] - The design includes an inspection passage close to the water surface, significantly improving safety and reducing operational costs compared to traditional systems [3] Group 3: Strategic Development - The completion of the floating photovoltaic project integrates the company's renewable energy supply chain, establishing a "photovoltaic to green electricity, green electricity to green hydrogen" model, which supports the high-quality coupling of hydrogen energy and photovoltaic development [4] - The company plans to expand its floating photovoltaic capacity by an additional 23 megawatts, promoting the transformation of traditional energy industries and green development [4]

Group 1 - The core viewpoint of the article highlights that Sinopec has applied for a patent for a method and system for the selective oxidation of C4 hydrocarbons to produce succinic anhydride, indicating a focus on innovation in chemical processes [1] - The patent application was filed on January 2024, with the publication number CN120247845A, showcasing the company's ongoing research and development efforts [1] - The method involves a two-stage reactor system where the first reactor operates at a lower temperature and uses a low-activity, high-selectivity catalyst, achieving a butane conversion rate of 40-60% and a succinic anhydride selectivity of 60-80% [1] Group 2 - Sinopec, established in 2000, is primarily engaged in oil and gas extraction, with a registered capital of approximately 12.17 billion RMB and has invested in 263 companies [2] - Sinopec has participated in 5,000 bidding projects and holds 45 trademark registrations and 5,000 patent records, indicating a strong presence in the industry [2] - Sinopec (Beijing) Chemical Research Institute, founded in 2021, focuses on the manufacturing of chemical raw materials and products, with a registered capital of 100 million RMB and has invested in 4 companies [2]

近日，中央农村工作领导小组通报了2024年度中央单位定点帮扶工作成效考核评价情况，中国石化 （600028）再次获得最高等次"好"的评价，这是开展中央单位定点帮扶工作成效考核以来，中国石化连 续第八年获得此评价。 2024年，中国石化深入学习贯彻习近平总书记关于乡村振兴的重要论述，坚持"以教育筑根基、以消费 兴产业、以产业带发展、以党建促振兴"，为高质量助力帮扶地区乡村全面振兴和增进民生福祉贡献了 石化力量。集团公司全年在帮扶县投入资金2.53亿元，派出挂职干部、帮扶干部、志愿者119人，派出 驻村(镇)干部773人，培训帮扶县当地乡村振兴人才8.4万人次，助力帮扶地区经济社会高质量发展。 深化"产业+消费"帮扶，打造高品质农业产业链，积极参加央企消费帮扶系列专题活动，形成"以产带 销、以销定产、产销互促、双向提升"的良性循环，年度采购、帮销金额稳步提升。深化"集团化、立体 式、结对型"教育帮扶模式，65家所属企业结对帮扶59所学校，引进国内名校资源，提升受援学校教学 水平；打造"春蕾加油站""石化助力老校长下乡""院士进课堂""微光计划"等系列教育帮扶品牌，助力帮 扶地区孩子健康成长、全面成才。聚焦帮扶地区 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) is moving forward with the nomination of two candidates for non-executive directors to its board, which will be presented at the upcoming extraordinary general meeting of shareholders [1][2]. Group 1: Board Meeting Details - The seventh meeting of the ninth board of directors was held on July 6, 2025, with all 10 directors present, complying with legal and company regulations [1]. - The board approved the nomination of Hou Qijun and Cai Yong as candidates for non-executive directors [1][2]. Group 2: Candidates' Background - Hou Qijun, aged 58, has held various senior positions within the China National Petroleum Corporation and has been appointed as the chairman of China Petroleum & Chemical Corporation as of June 2025 [4]. - Cai Yong, aged 50, has experience in financial management within the China National Petroleum Corporation and has been appointed as the chief accountant of China Petroleum & Chemical Corporation as of March 2025 [4]. Group 3: Candidate Relationships - Both candidates do not have any relationships with Sinopec's other directors, supervisors, senior management, actual controllers, or shareholders holding more than 5% of shares [5]. - As of the announcement date, neither candidate holds any shares in Sinopec [5].

Meeting Information - The first extraordinary general meeting of shareholders for 2025 will be held on August 21, 2025, at 9:00 AM [1] - The meeting will utilize a combination of on-site and online voting methods through the Shanghai Stock Exchange's online voting system [1][2] - The location for the on-site meeting is the Swissotel Beijing Hong Kong Macau Center, located at No. 2 Chaoyangmen North Street, Dongcheng District, Beijing [1] Voting Procedures - A-share shareholders can participate in voting either on-site or through the online voting system during specified trading hours on the meeting day [1][2] - The online voting will be available from 9:15 AM to 3:00 PM on August 21, 2025 [1][2] - Shareholders with multiple accounts can aggregate their voting rights across all accounts for the same class of ordinary shares [3] Meeting Agenda - The meeting will review proposals that have been approved by the company's board of directors during the seventh meeting of the ninth board on July 6, 2025 [2] - The proposals will be disclosed in detail on the Shanghai Stock Exchange's website prior to the meeting [2] Attendance Requirements - Shareholders or their authorized agents must present identification to attend the meeting [4] - A-share shareholders must be registered in the company's shareholder register by the end of business on July 22, 2025, to be eligible to attend [4] Additional Information - Shareholders wishing to attend the meeting must confirm their attendance by submitting a reply slip by August 1, 2025 [5] - The company will not cover travel and accommodation expenses for attending shareholders [5]

Investment Rating - The report maintains an "Overweight" rating for the oil and petrochemical industry [6] Core Viewpoints - The oil price experienced significant fluctuations in H1 2025 due to a combination of geopolitical disturbances and OPEC+ production increases, leading to a downward trend in oil prices [1][11] - Geopolitical risks, particularly the prolonged Russia-Ukraine conflict and uncertainties surrounding the Iran nuclear issue, are expected to continue impacting oil prices [2][15] - OPEC+ plans to increase production by 548,000 barrels per day in August 2025, with a projected global oil supply increase of 1.8 million barrels per day in 2025 [3][17] - Oil demand growth expectations have been revised downward, with IEA predicting an increase of 720,000 barrels per day in 2025, primarily due to weak demand from the US and China [4][24] - The "Big Three" oil companies in China are focusing on high capital expenditure and strategic production increases to mitigate external uncertainties [4][27] Summary by Sections Oil Price Trends - In H1 2025, oil prices showed a downward trend, with Brent and WTI prices at $66.63 and $64.97 per barrel respectively, down 11.0% and 9.6% from the beginning of the year [1][11] Geopolitical Risks - The Russia-Ukraine conflict is expected to persist, with slow progress in peace talks affecting market sentiment [2][12] - The Iran nuclear issue remains a significant geopolitical risk, with potential for escalation impacting oil prices [15] Supply Dynamics - OPEC+ is accelerating production increases, with a total increase of 1.918 million barrels per day since April 2025 [3][17] - The US shale oil production is expected to slow down, providing some support against the global supply increase [19] Demand Expectations - The IEA has lowered its oil demand growth forecast for 2025 by approximately 300,000 barrels per day, citing weak demand from major economies [4][24] - The "Big Three" oil companies are adapting to these changes by increasing their production plans [4][27] Investment Recommendations - The report suggests a continued positive outlook for the "Big Three" oil companies and the oil service sector, emphasizing the importance of macroeconomic recovery for chemical demand [5]

股票代码：600028 股票简称：中国石化 公告编号：2025-26 中国石油化工股份有限公司 关于召开2025年第一次临时股东会的通知 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。 重要内容提示： 一、召开会议的基本情况 （三）投票方式 本次股东会采用现场投票和网络投票相结合的表决方式。公司的 A 股股东 既可参与现场投票，也可以在网络投票时间内通过上海证券交易所股东大会网络 投票系统参加网络投票。 （四）现场会议召开的日期、时间和地点 召开的日期、时间：2025 年 8 月 21 日 9 点 00 分 召开地点：北京市东城区朝阳门北大街 2 号北京港澳中心瑞士酒店 （五）网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 （一）股东会类型和届次 2025年第一次临时股东会（简称"本次股东会"）。 （二）股东会召集人 中国石油化工股份有限公司（简称"公司"或"中国石化"）董事会。 网络投票起止时间：自2025 年 8 月 21 日 至2025 年 8 月 21 日 1 股东会召开日期：2 ...

股票代码：600028 股票简称：中国石化 公告编号：2025-25 1 二、同意召开临时股东会，授权董事会秘书发出通知。 中国石油化工股份有限公司（简称"中国石化"或"公司"）第九届董事会第七 次会议（简称"会议"）于 2025 年 7 月 4 日发出书面通知和书面材料，于 2025 年 7 月 6 日以电子通讯方式召开。 应出席会议的董事 10 人，实际出席会议的董事 10 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、关于提名公司董事的议案。 同意提名侯启军先生、蔡勇先生为中国石化第九届董事会非执行董事候选人， 并提请股东会选举（简历详见附件）。同意授权中国石化董事会秘书代表中国石化处 理因选举董事所需的各项有关申请、报批、登记及备案等相关手续。 2025 年 7 月 6 日，董事会提名委员会已审议并一致同意本议案，同意将本议案 提交董事会审议。 本议案将提呈中国石化 2025 年第一次临时股东会（简称"临时股东会"）审议。 中国石油化工股份有限公司 第九届董事会第七次会议决议公告 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 ...