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9月26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 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件 ...

Market Overview - The refining and trading sector increased by 0.72% on September 26, with Hengyi Petrochemical leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Hengyi Petrochemical (000703) closed at 6.83, up 6.89% with a trading volume of 716,400 shares and a turnover of 495 million [1] - Tongkun Co., Ltd. (601233) closed at 14.95, up 6.03% with a trading volume of 855,000 shares and a turnover of 1.29 billion [1] - Rongsheng Petrochemical (002493) closed at 9.89, up 4.99% with a trading volume of 758,500 shares and a turnover of 743 million [1] - Other notable stocks include Daqing Huake (000985) up 3.90% and Hengli Petrochemical (600346) up 3.48% [1] Capital Flow - The refining and trading sector saw a net inflow of 37.72 million from main funds, while speculative funds had a net inflow of 72.77 million [2] - Retail investors experienced a net outflow of 110 million [2] Individual Stock Capital Flow - Hengli Petrochemical (600346) had a main fund net inflow of 70.19 million, with a retail net outflow of 76.95 million [3] - Hengyi Petrochemical (000703) saw a main fund net inflow of 66.45 million, with a retail net outflow of 68.47 million [3] - China Petroleum (601857) had a main fund net inflow of 65.63 million, with a retail net inflow of 18.97 million [3]

Core Insights - Over 70% of China's energy state-owned enterprises have integrated Alibaba's AI technology, including major players like State Grid, Southern Power Grid, Sinopec, and others, across the entire energy spectrum [1] - The energy sector is under strict technological selection requirements due to "energy security" and "dual carbon" goals, leading to a preference for Alibaba Cloud's full-stack AI capabilities [1] - The State Grid has launched the "Bright Power Model," a comprehensive multimodal industry model supported by Alibaba, which has achieved the highest professional capability rating [1] Group 1: Electricity Sector - State Grid and Southern Power Grid are leveraging AI to address challenges in grid stability caused by large-scale integration of renewable energy [1] - The "Bright Power Model" is recognized as the most comprehensive and capable model in the electricity sector, providing support for safe and stable grid operations [1] - The model's professional capability exceeds that of mainstream models by an average of 15% [1] Group 2: Metering and Automation - Southern Power Grid has upgraded its metering automation system to a leading "Metering Brain," enhancing efficiency and fault recovery rates [3] - The AI Commander developed in collaboration with Alibaba integrates multiple AI functions, resulting in an 8-fold increase in work order processing efficiency and an 80% self-healing rate for faults [3] Group 3: Oil and Gas Sector - The National Pipeline Group has built an open service and trading platform for over 50,000 kilometers of oil and gas pipelines, utilizing Alibaba's AI technology [5] - The platform has improved demand submission efficiency by 60% and enables rapid response for urgent resource allocation [5] Group 4: Coal Industry - China Coal Technology and Engineering Group has integrated AI models into its operations, enhancing decision-making for intelligent mining and disaster prevention [5] - A strategic cooperation agreement has been signed with Alibaba Cloud to develop an AI foundation platform for the coal industry [5] Group 5: Industry Recognition - The choice of Alibaba AI by energy state-owned enterprises reflects recognition of Alibaba Cloud's full-stack AI capabilities [7] - The goal of digital transformation in the energy sector is to achieve greater safety, stability, lower carbon emissions, and higher efficiency [7]

Core Viewpoint - The Ministry of Industry and Information Technology has announced the list of 5G factories for 2025, highlighting the advancements in 5G technology and its applications in various industries [1] Group 1: Company Initiatives - Yizheng Chemical Fiber has collaborated deeply with operators to deploy a 5G industrial private network, achieving real-time transmission of critical business data such as mobile video monitoring and key pump status monitoring through a high-speed, reliable, and intelligent industrial network infrastructure [1] - Jiujiang Petrochemical has strengthened its 5G construction and application, establishing 16 5G and 9 NB (Narrowband Internet of Things) base stations for construction operation control and equipment status monitoring, while integrating Beidou technology for centralized management of network security and operation services [1] - Zhong'an United aims to build a 5G smart factory, utilizing 5G technology for real-time data transmission and constructing an integrated information infrastructure that connects tens of thousands of devices, promoting digital and intelligent operations across production, supply, and sales processes [1]

Group 1 - The conference on high-quality development of the hydrogen energy industry was held in Nanjing, focusing on key issues for the industry's advancement under the theme "Hydrogen Creates the Future, Green Chain Wins Together" [1] - The conference featured a special report by Gu Shengzu, a prominent economist, discussing global energy transition and the high-quality development of China's new energy industry [1] - Key figures from China Petrochemical Corporation (Sinopec), including General Manager Zhao Dong, emphasized the company's goal to become "China's leading hydrogen energy company" and the importance of collaboration within the hydrogen energy ecosystem [3] Group 2 - Nanjing is positioned as a significant base for hydrogen energy development in the Yangtze River Delta, with plans to enhance industrial planning and innovation ecosystems to support green and low-carbon energy transitions [5] - Sinopec released a hydrogen supply-demand matching list and a "Hydrogen Chain" data platform to facilitate industry data integration and promote collaboration across the hydrogen energy supply chain [5] - The conference included presentations from various experts and leaders in the hydrogen energy sector, highlighting the importance of cooperation and shared goals in advancing the industry [5]

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) plans to reduce its stake in Haizheng Bio-Materials by selling up to 202.67 million shares, representing no more than 1% of the company's total share capital, due to funding needs for business development [1] Group 1 - The share reduction will occur between October 28, 2025, and January 27, 2026 [1] - The selling price will be determined based on market conditions [1]

EE305 Next Day Disclosure Return (Equity issuer - changes in issued shares or treasury shares, share buybacks and/or on-market sales of treasury shares) Instrument: Equity issuer Status: New Submission Name of Issuer: China Petroleum & Chemical Corporation 25 September 2025 Date Submitted: Section I must be completed by a listed issuer where has been a charge in its issued shares or teasury shares which is discloseable pursuant to rule 13.25A of the Rules Gov .i.sting of Securities on The Stock Exchange of ...

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 | 2. 股份分類 | 普通股 | A 股份類別 | | | 於香港聯交所上市 | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | | 說明 | | 於上海證券交易所上市（證券代號：600028） | | | | | A. 已發行股份或庫存股份變動 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | | | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 | 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | | | | 於下列日期開始時的結存(註1) | 2025年9月24日 | | 97,232,263,098 | | 0 | | 97,232,263,098 | | 1). 其他 (請註明) | | | | % | | | ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) is advancing its hydrogen energy logistics capabilities by successfully conducting long-distance transportation tests of hydrogen-powered logistics vehicles along the Yangtze River, connecting various hydrogen corridors and enhancing the hydrogen energy supply network [1][2]. Group 1: Hydrogen Logistics Development - Sinopec has completed a 1500-kilometer journey with three different models of hydrogen logistics vehicles, utilizing six hydrogen refueling stations along the route [1]. - The company has established two long-distance hydrogen corridors, namely the Beijing-Shanghai and the Western Land-Sea New Corridor, and five intercity hydrogen corridors [1]. - Future plans include expanding the hydrogen corridor network to connect with the Chengdu-Chongqing hydrogen corridor, aiming to fully integrate the hydrogen corridor along the Yangtze River [1]. Group 2: Hydrogen Production and Green Hydrogen Initiatives - Sinopec's hydrogen production capacity currently stands at 4.45 million tons per year, with significant projects such as the first factory-scale seawater hydrogen production research project in Qingdao [2]. - The company is developing integrated green hydrogen projects in Inner Mongolia, including a 30,000 tons/year wind-solar green hydrogen project and a 100,000 tons/year project in Ulanqab [2]. - Plans are underway to construct China's first large-scale, long-distance pure hydrogen transportation pipeline [2]. Group 3: Hydrogen Energy Infrastructure and Collaboration - Sinopec has established 11 hydrogen fuel cell supply centers and 146 hydrogen refueling stations, effectively covering the "3+2" hydrogen fuel cell demonstration city clusters [2]. - The company has formed a hydrogen energy equipment company to enhance collaboration with universities and research institutions, and is leading a joint initiative for green hydrogen production, storage, and transportation [2]. - Sinopec aims to respond to the State-owned Assets Supervision and Administration Commission's "Hydrogen Highway" initiative by developing hydrogen refueling highways and exploring sustainable business models for the hydrogen energy industry [2].

Market Overview - On September 25, the refining and trading sector rose by 0.05% compared to the previous trading day, with Donghua Energy leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Key stocks in the refining and trading sector showed varied performance: - Donghua Energy (002221) closed at 9.10, up 5.45% with a trading volume of 480,700 shares and a turnover of 427 million yuan [1] - Rongsheng Petrochemical (002493) closed at 9.42, up 1.51% with a trading volume of 255,000 shares and a turnover of 240 million yuan [1] - China Petroleum (601857) closed at 8.14, up 0.12% with a trading volume of 1,011,100 shares and a turnover of 823 million yuan [1] - China Petrochemical (600028) closed at 5.35, down 0.19% with a trading volume of 894,600 shares and a turnover of 478 million yuan [1] Capital Flow - The refining and trading sector experienced a net outflow of 109 million yuan from institutional investors, while retail investors saw a net inflow of 1.1 million yuan [2] - The capital flow for key stocks indicated mixed trends, with some stocks attracting significant retail interest despite overall outflows [3]