瑞达期货（002961）指出，上周上海石化（600688）、裕龙石化、中安联合等装置停车检修，前期停车 装置陆续重启，PE产量、产能利用率环比上升。下游制品开工率维持下降趋势，其中农膜、包装膜开 工率均环比下降。节前总库存季节性下降，库存压力不大。油制工艺亏损小幅加深，煤制工艺利润走 阔。本周前期停车的中化泉州、茂名石化等装置重启，新跟进检修产能有限，行业开工率预计环比上 升。随着春节临近，PE制品企业陆续休假停工，PE需求或延续弱势。成本方面，由于美国和伊朗核谈 判前景不明，叠加美国EIA原油库存超预期去库，昨日国际油价震荡上涨。短期L2605预计随油价走 强，中长期看一季度供需偏宽松背景下塑料盘面预计易跌难涨。L2605日度区间预计在6800-7000附近。 华安期货分析称，从供应来看，下期市场供应涉及茂名石化、中安联合等装置计划重启，新增扬子石化 计划检修装置，供应压力或有所增大；从需求来看，包装膜方面，除部分规模企业尚有春节执行订单未 完全交付外，市场整体消费有限，多数PE包装膜集中停工放假，因此综合来看PE包装膜企业开工率或 环比下跌。农膜方面，农膜需求进入交叉阶段，棚膜生产收尾，地膜旺季生产尚未开 ...

证券之星消息，2月4日炼化及贸易板块较上一交易日上涨1.37%，润贝航科领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。炼化及贸易板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001316 | 润贝航科 | 60.28 | 7.01% | 12.50万 | | 7.61亿 | | 600256 | 广汇能源 | 5.63 | 4.26% | 226.29万 | | 12.62亿 | | 000637 | 茂化实华 | 4.77 | 3.70% | 18.87万 | | 8955.37万 | | 002377 | 国创高新 | 3.37 | 3.69% | 40.94万 | | 1.37亿 | | 000554 | 泰山石油 | 8.01 | 3.35% | 52.84万 | | 4.21亿 | | 600028 | 中国石化 | 6.50 | 3.17% | 244.68万 | | 15.80亿 | ...

Core Viewpoint - The chemical industry ETF managed by E Fund has shown positive performance, with significant inflows and growth in both scale and shares, reflecting strong investor interest in the sector [1][2]. Group 1: Index Performance - As of February 4, 2026, the China Petroleum Industry Index (H11057) increased by 0.41%, with key stocks like Sinopec rising by 3.17% and Wanhua Chemical by 3.09% [1]. - Over the past two weeks, the E Fund chemical industry ETF has accumulated a rise of 0.55%, ranking in the top half among comparable funds [1]. Group 2: Liquidity and Trading Volume - The E Fund chemical industry ETF had a turnover rate of 3.05% during the trading session, with a transaction volume of 48.77 million yuan [1]. - The average daily trading volume over the past week reached 160 million yuan [1]. Group 3: Fund Size and Shares - The latest size of the E Fund chemical industry ETF reached 1.595 billion yuan, marking a one-year high [1]. - The total shares of the ETF have also reached 1.466 billion, which is a one-year high [1]. Group 4: Net Inflows - The E Fund chemical industry ETF has seen continuous net inflows for 13 days, with the highest single-day net inflow reaching 391 million yuan, totaling 1.371 billion yuan in net inflows [1]. - The average daily net inflow stands at 105 million yuan [1]. Group 5: Top Holdings - As of January 30, 2026, the top ten weighted stocks in the China Petroleum Industry Index account for 55.71% of the index, including companies like Wanhua Chemical and Sinopec [2].

"十四五"期间，上海石化通过产业结构调整及系列节水措施，完成生活水主管网改造、提升污水处理回 用率、优化排泥水回收系统、实施酸性水处理流程优化改造等工作，系统优化节水工作取得显著成效。 2025年，上海石化工业取水量较2020年下降30%，为参与水权交易筑牢了坚实基础。 在保障自身年度取水权益的前提下，该公司首次开展此项创新业务，通过出让年度富余水量，助力上海 市实现区域水资源优化配置与市场稳定供给的双重目标。 中化新网讯 近日，上海石化作为全国首批水权出让委托参与单位之一，完成了上海市"水善流"取水权 信托首笔跨区交易。 据悉，该信托是我国首个水权信托，在上海市水务局指导下，由上海环境能源交易所于2025年4月9日正 式推出，经国家金融监督管理总局核准实施。通过信托机制解决示范区内企业弹性用水需求，节水企业 可将富余取水权委托信托公司集中管理并按比例享有受益权，由信托公司作为统一持有人，通过标准化 交易流程将取水权分配给临时需求方，按期向受益人分配收益，有效盘活闲置水资源资产。 ...

Market Overview - The refining and trading sector experienced a decline of 0.77% on February 3, with ST Shenhua leading the drop [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Runbei Hangke (001316) with a closing price of 56.33, up 10.00% [1] - Heshun Petroleum (603353) at 38.65, up 5.83% [1] - Tongkun Co. (601233) at 20.99, up 4.48% [1] - Conversely, ST Shenhua (000698) saw a decline of 3.04%, closing at 3.83 [2] Trading Volume and Capital Flow - The total trading volume for the refining and trading sector showed a net outflow of 79.01 million yuan from main funds, with retail investors contributing a net inflow of 244 million yuan [2] - The capital flow for individual stocks indicated that: - Guanghui Energy (600256) had a net inflow of 48.13 million yuan from main funds [3] - China Petroleum (601857) recorded a net inflow of 45.05 million yuan from main funds [3] - Runbei Hangke (001316) had a net inflow of 46.34 million yuan from main funds [3]

项目预计于2027年底全面建成投产，届时上海石化大丝束碳纤维产能将跃居全国首位。该项目配套的年 产6万吨大丝束碳纤维原丝项目也将在上海石化现有厂区内建设，预计今年上半年开工。 中化新网讯 2月1日，上海石化年产3万吨大丝束碳纤维异地建设项目一阶段机械竣工，进入生产准备阶 段。一阶段包含2条生产线，产能合计6000吨/年，预计于今年二季度正式投产。 该项目是鄂尔多斯市重点工程项目，建设主体单位为上海石化控股子公司——内蒙古新金山碳纤维有限 公司，将依托上海石化自有大丝束碳纤维专利技术以及内蒙古地区丰富的绿电资源，主要生产48K、 60K等规格大丝束碳纤维，为下游风电等领域提供大丝束碳纤维原材料，助力新能源产业高质量发展。 图为项目现场。(李娟 摄) ...

【DT新材料】 获悉， 2月1日， 上海石化 年产3万吨大丝束 碳纤维 异地建设项目一阶段提前一个月机械 竣工 进入生产准备阶段。一阶段包含2条生产 线，产能合计6000吨/年，预计今年二季度正式投产。 该项目于2025年7月全面开工建设，依托 上海石化 自有大丝束 碳纤维 专利技术以及内蒙古地区丰富的绿电资源，主要生产48K、60K等规格大丝束 碳纤 维 ，为下游风电等领域提供大丝束 碳纤维 原材料，助力新能源产业发展。 项目预计于2027年底全面建成投产，届时上海石化大丝束碳纤维产能将跃居全国首位。 该项目是内蒙古鄂尔多斯市重点工程项目，建设主体单位为上海石化控股子公司——内蒙古新金山碳纤维有限公司。该项目在中国石化大丝束碳纤维原创 技术基础上，通过持续攻关和迭代优化，设计、装备水平更加安全环保、成熟可靠，达到国际领先水平。该项目配套的年产6万吨大丝束碳纤维原丝项目将 在上海石化现有厂区内建设，预计今年上半年开工。 内蒙古新金山碳纤维有限公司将致力于打造国内领先的大丝束碳纤维生产基地，实现国产大丝束碳纤维低成本、规模化、绿色化生产。 FINE 2026 未来产业新材料博览会 (上海) Future Ind ...

FF301 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國石化上海石油化工股份有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00338 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,213,804,000 | RMB | | 1 RMB | | 3,213,804,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 3,213,804,000 | RMB | | 1 RMB | | 3,213,804,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | - ...

格隆汇2月2日丨ST开元(300338.SZ)公布，公司预计2025年度经审计的期末净资产为负值，根据《深圳 证券交易所创业板股票上市规则》第10.3.1条第一款第二项规定，在披露2025年年度报告后，公司股票 交易可能被深圳证券交易所实施退市风险警示（在股票简称前冠以"*ST"字样）。 ...

Core Viewpoint - The report highlights the growth in China's crude oil processing capacity, indicating a positive trend in the industry with a projected increase in processing volume and production over the coming years [1]. Industry Overview - According to the National Bureau of Statistics, China's crude oil processing volume reached 62.46 million tons in December 2025, representing a year-on-year increase of 5% [1]. - The cumulative crude oil processing volume for the entire year of 2025 was 737.588 million tons, showing a cumulative growth of 4.1% [1]. Company Insights - Listed companies in the sector include Hengyi Petrochemical (000703), Rongsheng Petrochemical (002493), Sinopec (600028), PetroChina (601857), Shanghai Petrochemical (600688), Huajin Co. (000059), Taishan Petroleum (000554), Yueyang Xingchang (000819), ST Shihua (000637), and Shenyang Chemical (000698) [1]. Research Report - The report titled "2026-2032 China Oil Industry Development Strategy Analysis and Investment Prospects Research Report" by Zhiyan Consulting provides insights into the future strategies and investment opportunities within the oil industry [1].