8月11日，中国石化今日收盘5.68元，下跌1.05%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到15.22倍，总市值6886.73亿元。 从行业市盈率排名来看，公司所处的石油行业行业市盈率平均12.85倍，行业中值30.51倍，中国石化排 名第11位。 股东方面，截至2025年3月31日，中国石化股东户数458853户，较上次增加79190户，户均持股市值 35.28万元，户均持股数量2.76万股。 中国石油化工股份有限公司的主营业务为石油及天然气和化工业务。石油及天然气业务包括勘探、开发 及生产原油及天然气；管输原油、天然气；将原油提炼为石油制成品；以及营销原油、天然气和成品 油。化工业务包括制造及营销广泛的工业用化工产品。是中国大型油气生产商；炼油能力排名中国第一 位；在中国拥有完善的成品油销售网络，是中国最大的成品油供应商；乙烯生产能力排名中国第一位， 构建了比较完善的化工产品营销网络。 最新一期业绩显示，2025年一季报，公司实现营业收入7353.56亿元，同比-6.91%；净利润132.64亿元， 同比-27.60%，销售毛利率15.66%。 序号股票简称PE(TTM)PE(静) ...

Core Insights - As of August 11, 2025, Sinopec's stock closed at 5.68 CNY, down 1.05% with a turnover rate of 0.13% and a trading volume of 1.2113 million lots, amounting to 690 million CNY in transaction value [1] - The latest quarterly report shows total revenue of 735.356 billion CNY, a year-on-year decrease of 6.91%, and a net profit attributable to shareholders of 13.264 billion CNY, down 27.58% year-on-year [1] - The company has a current ratio of 0.851, a quick ratio of 0.472, and a debt-to-asset ratio of 53.35% [1] Financial Performance - Total revenue for the first quarter of 2025 was 735.356 billion CNY, reflecting a 6.91% decrease compared to the previous year [1] - Net profit attributable to shareholders was 13.264 billion CNY, which is a 27.58% decline year-on-year [1] - The company's non-recurring net profit was 13.223 billion CNY, also down 27.29% year-on-year [1] Capital Flow - On the trading day, the main capital saw a net outflow of 10.4813 million CNY, accounting for 1.52% of the transaction value [1] - Large orders experienced a net inflow of 10.9458 million CNY, while super large orders had a net outflow of 21.4271 million CNY [1] - Small orders also saw a net outflow of 6.6844 million CNY, indicating a mixed sentiment among investors [1] Company Overview - Sinopec, officially known as China Petroleum & Chemical Corporation, was established in 2000 and is headquartered in Beijing [2] - The company primarily engages in oil and gas extraction and has a registered capital of approximately 121.739 billion CNY [1] - Sinopec has made investments in 263 companies and participated in 5,000 bidding projects, showcasing its extensive operational footprint [2]

Market Overview - The Shanghai Composite Index rose by 0.34% on August 11, with 24 out of 28 sectors experiencing gains, led by the power equipment and communication sectors, which increased by 2.04% and 1.95% respectively [1] - The oil and petrochemical sector saw a decline of 0.41%, ranking second in terms of losses for the day [1] Capital Flow - The net inflow of capital in the two markets was 10.02 billion yuan, with 16 sectors receiving net inflows [1] - The power equipment sector had the highest net inflow of 4.14 billion yuan, followed by the electronics sector with a net inflow of 3.33 billion yuan [1] Oil and Petrochemical Sector Analysis - The oil and petrochemical sector had a net outflow of 609 million yuan, with 47 stocks in the sector, of which 29 rose and 15 fell [2] - Among the stocks with net inflows, Huibo Po led with an inflow of 13.38 million yuan, followed by Rongsheng Petrochemical and PetroChina Oilfield Services with inflows of 13.29 million yuan and 11.29 million yuan respectively [2] - The stocks with the highest net outflows included China National Offshore Oil Corporation, PetroChina, and CNOOC Development, with outflows of 222 million yuan, 152 million yuan, and 56.19 million yuan respectively [2] Individual Stock Performance - The top stocks in the oil and petrochemical sector by net outflow included: - China National Offshore Oil Corporation: -1.37% with a net outflow of 222.39 million yuan - PetroChina: -2.05% with a net outflow of 151.50 million yuan - CNOOC Development: -1.71% with a net outflow of 56.19 million yuan [2][3]

Group 1 - The combustible ice concept index declined by 0.10% as of the market close on August 11, ranking among the top decliners in the concept sector [1] - Within the combustible ice sector, major decliners included Guangzhou Development, Nanjing Steel, and Sinopec, while notable gainers were Deshi Co., Haimer Technology, and Petrochemical Machinery, with increases of 1.71%, 0.94%, and 0.86% respectively [1] - The net inflow of main funds into the combustible ice concept was 2.42 million yuan, with five stocks experiencing net outflows, led by Sinopec with a net outflow of 24.15 million yuan [2] Group 2 - The top gainers in the market included PEEK materials with a rise of 5.99%, MicroLED concept at 3.32%, and Tianjin Free Trade Zone at 3.27%, while the combustible ice concept was down by 0.10% [2] - The main funds' net inflow leaders included Guangzhou Development, Petrochemical Oil Service, and Petrochemical Machinery, with net inflows of 39.55 million yuan, 11.29 million yuan, and 9.63 million yuan respectively [2] - The outflow list for the combustible ice concept included Sinopec, with a decline of 1.05% and a turnover rate of 0.13%, followed by other companies like China International Marine Containers and Potential Energy Holdings [2]

中国石油化工股份有限公司 2025 年第一次临时股东会资料 2025 年 8 月 注意事项 根据《中国石油化工股份有限公司章程》和《股东大会议 事规则》，敬请参会人员注意： 一、股东和股东授权代理人凭本人身份证明、授权委托书 （如适用）参会并听从会议安排。 董事会办公室 二、股东和股东授权代理人出席股东会依法享有发言、质 询、表决等权利。 三、股东和股东授权代理人如要求在股东会上发言，应当 在会前向公司登记。 四、公司相关人员应当认真负责，有针对性地回答股东和 股东授权代理人提出的问题。 五、股东会采用投票表决方式。 2025 年 8 月 11 日 - 1 - 六、如有任何问题，请垂询会议组织人员。 联系人：陈冬冬先生，电话：010-59969671。 根据《公司章程》，现提请本次股东会以累积投票制方式 选举侯启军先生、蔡勇先生为公司第九届董事会非执行董事。 以上议案，请予审议。 中国石油化工股份有限公司 2025 年第一次临时股东会文件 关于选举公司董事的议案 （2025 年 8 月 21 日） 各位股东、股东授权代理人： 经公司第九届董事会第七次会议决议，董事会提名侯启军 先生、蔡勇先生为中国石化第九届董 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致之 任何損失承擔任何責任。 中國石油化工股份有限公司（「中國石化」）謹此公佈，中國石化將於2025年8月21日 （星期四）召開董事會，藉以審議並（如認為適當）批准包括中國石化截至2025年6月 30日止之六個月期間的半年度業績等事宜。 承董事會命 中國石油化工股份有限公司 黃文生 副總裁、董事會秘書 中國北京 2025年8月11日 （在中華人民共和國註冊成立的股份有限公司） （ 股份代號： 00386） 關於召開董事會的通知 於本公告日期，本公司的董事為：趙東 # 、鐘韌 * 、李永林 # 、呂亮功 # 、牛栓文 # 、萬濤 # 、徐林 + 、 張麗英 + 、廖子彬 + 及張希良 + 。 # 執行董事 1 * 非執行董事 + 獨立非執行董事 ...

Core Viewpoint - Recently, Sinopec (Tianjin) Sales Application Technology Research Institute Co., Ltd. was established, indicating Sinopec's strategic focus on emerging energy technologies and related services [1] Company Summary - The new company is wholly owned by Sinopec Sales Co., Ltd., a subsidiary of China Petroleum & Chemical Corporation (Sinopec) [1] - The registered capital of the new entity is 100 million yuan, reflecting a significant investment in research and development [1] - The business scope includes research and development of emerging energy technologies, energy storage technology services, software development, and chemical product sales [1]

Core Insights - Sinopec (Tianjin) Sales Application Technology Research Institute Co., Ltd. has been established with a registered capital of 100 million RMB [1] - The company is fully owned by Sinopec Sales Co., Ltd., a subsidiary of China Petroleum & Chemical Corporation (Sinopec) [1] Company Overview - The legal representative of the new company is Fu Yongjie [1] - The business scope includes measurement technology services, emerging energy technology research and development, energy storage technology services, software development, chemical product sales, specialized chemical product sales, information consulting services, and internet live broadcast technology services [1]

Investment Rating - The report rates the chemical industry as "Outperform" [2] Core Views - The report highlights the impact of fluctuating international oil prices and the recent price changes in titanium dioxide and refrigerants, suggesting a focus on mid-year earnings reports and the influence of supply-side factors in related sub-industries [2][3][11] - It emphasizes the importance of self-sufficiency in electronic materials companies and the stability of dividend policies in energy enterprises [11] Summary by Sections Industry Dynamics - In the week of August 4-10, 2025, among 100 tracked chemical products, 18 saw price increases, 39 experienced declines, and 43 remained stable. 38% of products had month-on-month price increases, while 56% saw decreases [10][31] - International oil prices fell, with WTI crude oil closing at $63.88 per barrel, down 5.12% for the week, and Brent crude at $66.59 per barrel, down 4.42% [10][32] - Titanium dioxide prices decreased to an average of 13,302 RMB/ton, down 1.10% from the previous week, with a year-to-date decline of 7.24% [10][33] - Refrigerant prices increased, with R32 averaging 56,500 RMB/ton, up 2.73% week-on-week and 31.40% year-to-date [10] Investment Recommendations - The report suggests focusing on mid-year earnings, the impact of "anti-involution" on supply in related sub-industries, and the importance of self-sufficiency in electronic materials [11] - Long-term investment themes include the sustained high demand in the oil and gas extraction sector, the rapid development of downstream industries, and the potential for recovery in demand supported by policy [11] - Recommended stocks include China Petroleum, China Oilfield Services, and several technology and chemical companies [11] Key Stocks for August - The report identifies Satellite Chemical and Anji Technology as key stocks for August, highlighting their strong performance and growth potential [12][18]

Group 1 - The core point of the article is the announcement of the procurement result for a fire alarm system by China Petroleum & Chemical Corporation's Shengli Oilfield Branch, with Qingniao Fire Protection Co., Ltd. winning the bid [1][2] - The procurement is for the Shengli Oilfield Marine Oil Production Plant and is part of a public inquiry and comparison procurement plan [1] - The bid amount awarded to Qingniao Fire Protection Co., Ltd. is 60 million [2] Group 2 - Qingniao Fire Protection Co., Ltd. has invested in 34 companies and participated in 526 bidding projects [1] - The company holds 187 trademark registrations, 279 patents, and 70 copyrights, along with 10 administrative licenses [1]