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扬子石化炼油厂:下“绣花功夫” 淘节能真金
Zhong Guo Hua Gong Bao· 2025-08-06 02:31
今年以来,扬子石化炼油厂以落实创效行动为己任,聚焦降低能耗,与业内同类装置"比操作、赛指 标",积极推进实施渣油加氢联合装置节能增效工作,以"绣花功夫"淘出节能真金。截至7月底,渣油加 氢联合装置今年累计节能增效100多万元。 热流暗涌处 巧算平衡账 "咱们这个月的燃料气单耗有点高,有没有好的办法降下来?"今年2月的一天,坐在电脑前查阅装置计量 数据的扬子石化炼油厂渣油加氢联合装置工艺员刘义霖犯起了嘀咕:"现在分馏炉负荷本身就低,炉进 出口温差不超过10摄氏度,为何不把分馏炉停运试试看?"经过初步判断及推演,这个想法很快在车间引 起共鸣,各岗位员工纷纷行动起来,从各自专业角度对这项优化措施开展头脑风暴式的风险分析。 经过讨论,渣油加氢车间针对该项优化措施共分析出8项风险,并逐一制订出相应对策。 "主火嘴燃料气压力正常,控制阀还剩1%的开度,加热炉烟气指标正常、汽包发汽正常。"刘义霖说。 "好的,我现场准备停最后1个主火嘴,内操注意炉膛压力。"渣油加氢车间生产主任庄强说。 "个人的智慧是有限的,要激发全车间人员的智慧为企业创效。"渣油加氢联合装置副主任石庄子介绍 说,"不仅仅是2号渣油加氢装置这两个节能项目,我 ...
石化油服收盘上涨1.01%,滚动市盈率56.66倍,总市值381.04亿元
Sou Hu Cai Jing· 2025-08-05 10:36
Group 1 - The core viewpoint of the articles highlights the performance and valuation of PetroChina Oilfield Services Co., Ltd., which has a current stock price of 2.01 yuan, a PE ratio of 56.66, and a total market capitalization of 38.104 billion yuan [1][2] - The company operates in the oil and gas engineering and technical services sector, focusing on geophysical, drilling, logging, and engineering construction services [1] - As of the first quarter of 2025, the company reported a revenue of 17.850 billion yuan, a year-on-year decrease of 3.69%, and a net profit of 218 million yuan, reflecting a year-on-year increase of 23% with a gross profit margin of 8.11% [1] Group 2 - The average PE ratio for the extraction industry is 29.83, with a median of 38.76, positioning PetroChina Oilfield Services at 17th place within the industry [1][2] - The company has made significant advancements in technology, with 15 provincial and ministerial scientific and technological awards, 1,034 patent applications, and 779 authorized patents in 2024 [1] - The company is also involved in establishing national standards and committees related to oil measurement and testing technology [1]
油服工程板块8月5日涨0.78%,准油股份领涨,主力资金净流出3839.84万元
证券之星消息,8月5日油服工程板块较上一交易日上涨0.78%,准油股份领涨。当日上证指数报收于 3617.6,上涨0.96%。深证成指报收于11106.96,上涨0.59%。油服工程板块个股涨跌见下表: 从资金流向上来看,当日油服工程板块主力资金净流出3839.84万元,游资资金净流出4082.09万元,散户 资金净流入7921.92万元。油服工程板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002207 | 准油股份 | 7.44 | 3.91% | 28.51万 | 2.10亿 | | 002629 | 仁智股份 | 7.77 | 3.05% | 16.25万 | 1.24亿 | | 600339 | 中油工程 | 3.46 | 1.47% | 35.19万 | 1.21亿 | | 600583 | 海油工程 | 5.57 | 1.46% | 29.83万 1 | 1.66亿 | | 300164 | 通源石油 | 5.31 | 1.34% | 53.16万 | ...
油服工程板块8月4日涨0.21%,惠博普领涨,主力资金净流出4218.14万元
证券之星消息,8月4日油服工程板块较上一交易日上涨0.21%,惠博普领涨。当日上证指数报收于 3583.31,上涨0.66%。深证成指报收于11041.56,上涨0.46%。油服工程板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600968 | 海油发展 | 1371.20万 | 12.84% | 155.91万 | 1.46% | -1527.11万 | -14.30% | | 002554 | 惠博音 | 885.55万 | 11.16% | -571.47万 | -7.20% | -314.08万 | -3.96% | | 600871 | 石化油服 | 732.73万 | 5.29% | 207.17万 | 1.50% | -939.90万 | -6.78% | | 600583 海油工程 | | 126.03万 | 0.99% | -251.28万 | -1.98% | 125.25 ...
中石化油服(01033) - 股份发行人及根据《上市规则》第十九B章上市的香港预托证券发行人的证券变...
2025-08-04 06:54
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7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: 中石化石油工程技術服務股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600871 | 說明 | 於上海證券交易所 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,569,378,551 | RMB | | | 1 RMB | | 13,569,378,551 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 13,569,378,551 | RMB | | | 1 RMB | | 13,569,3 ...
原油周报:美国原油库存上升,钻机、压裂车队数量下降-20250803
Soochow Securities· 2025-08-03 08:20
1. Report Industry Investment Rating No relevant information is provided in the given content. 2. Core Viewpoints of the Report - This week, the weekly average prices of Brent/WTI crude oil futures were $71.6/$68.5 per barrel, up $2.8/$2.7 per barrel from last week. The total US crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory were 8.3/4.3/4.0/0.2 billion barrels, with a week - on - week increase of 7.94/7.7/0.24/0.69 million barrels respectively. US crude oil production was 13.31 million barrels per day, up 40,000 barrels per day week - on - week. The number of active US crude oil rigs was 410 this week, down 5 week - on - week, and the number of active US fracturing fleets was 168, down 1 week - on - week. US refinery crude oil processing volume was 16.91 million barrels per day, down 30,000 barrels per day week - on - week, and the refinery crude oil utilization rate was 95.4%, down 0.1 pct week - on - week. US crude oil imports, exports, and net imports were 6.14/2.7/3.44 million barrels per day, with a week - on - week change of +160,000/ - 1.16 million/+1.32 million barrels per day respectively [2]. - The weekly average prices of US gasoline, diesel, and jet fuel were $92/$101/$90 per barrel, with a week - on - week change of +$2.9/ - $2.0/ - $4.1 per barrel respectively. The price spreads with crude oil were $20/$30/$19 per barrel, with a week - on - week change of +$0.6/ - $4.3/ - $6.3 per barrel respectively. US gasoline, diesel, and jet fuel inventories were 2.3/1.1/0.4 billion barrels, with a week - on - week change of - 2.72/ + 3.64/ - 2.11 million barrels respectively. US gasoline, diesel, and jet fuel production was 10.04/5.21/1.87 million barrels per day, with a week - on - week change of +680,000/+130,000/ - 10,000 barrels per day respectively. US gasoline, diesel, and jet fuel consumption was 9.15/3.61/2.09 million barrels per day, with a week - on - week change of +190,000/+260,000/+410,000 barrels per day respectively. US gasoline imports, exports, and net exports were 120,000/890,000/770,000 barrels per day, with a week - on - week change of - 40,000/+170,000/+200,000 barrels per day respectively; US diesel imports, exports, and net exports were 230,000/1.31 million/1.09 million barrels per day, with a week - on - week change of +110,000/ - 120,000/ - 230,000 barrels per day respectively; US jet fuel imports, exports, and net exports were 60,000/150,000/80,000 barrels per day, with a week - on - week change of - 90,000/ - 110,000/ - 30,000 barrels per day respectively [2]. - Recommended companies include CNOOC Limited (600938.SH/0883.HK), PetroChina Company Limited (601857.SH/0857.HK), Sinopec Corporation (600028.SH/0386.HK), CNOOC Oilfield Services Limited (601808.SH), Offshore Oil Engineering Co., Ltd. (600583.SH), and CNOOC Energy Technology & Services Limited (600968.SH). Companies to be noted include Sinopec Oilfield Service Corporation (600871.SH/1033.HK), China National Petroleum Corporation Engineering Co., Ltd. (600339.SH), and Sinopec Mechanical Engineering Co., Ltd. (000852.SZ) [3]. 3. Summary by Relevant Catalogs 3.1 Crude Oil Weekly Data Briefing - **Upstream Key Company Price Movements**: This section presents the price, price changes in the recent week, month, three - month, one - year periods, and year - to - date price changes of multiple upstream companies such as CNOOC, PetroChina, and Sinopec, along with their market capitalization and valuation data [8]. - **Crude Oil Price**: The weekly average prices of Brent, WTI, Russian Urals, and Russian ESPO crude oils were $71.6, $68.5, $67.2, and $67.8 per barrel respectively, with week - on - week increases of $2.8, $2.7, $2.3, and $2.9 per barrel respectively. The LME copper spot price was $9,165 per ton, down $653.5 week - on - week, and the US dollar index was 100, up 2.6 week - on - week [8]. - **Crude Oil Inventory**: The total US crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory were 8.3/4.3/4.0/0.2 billion barrels, with a week - on - week increase of 7.94/7.7/0.24/0.69 million barrels respectively [2][8]. - **Crude Oil Production**: US crude oil production was 13.31 million barrels per day, up 40,000 barrels per day week - on - week. The number of US crude oil rigs was 410, down 5 week - on - week, and the number of US fracturing fleets was 168, down 1 week - on - week [2][8]. - **Refinery Data**: US refinery crude oil processing volume was 16.91 million barrels per day, down 30,000 barrels per day week - on - week, and the refinery utilization rate was 95.4%, down 0.1 pct week - on - week. The utilization rate of Chinese local refineries was 51.0%, up 0.95 pct, and that of Chinese major refineries was 84.0%, up 0.05 pct [8]. - **Crude Oil Import and Export**: US crude oil imports, exports, and net imports were 6.14/2.7/3.44 million barrels per day, with a week - on - week change of +160,000/ - 1.16 million/+1.32 million barrels per day respectively [2][8]. - **Product Oil Data**: It includes the price, price spread, inventory, production, consumption, and import/export data of product oils in the US, China, Europe, and Singapore [9]. - **Oilfield Services Data**: The weekly average daily rates of offshore jack - up drilling platforms and semi - submersible drilling platforms are provided [9]. 3.2 This Week's Petroleum and Petrochemical Sector Market Review - **Petroleum and Petrochemical Sector Performance**: No specific performance data is provided in the given content, only the section title is mentioned [11]. - **Performance of Sector Listed Companies**: The price, market capitalization, and price changes in the recent week, month, three - month, one - year periods, and year - to - date price changes of multiple listed companies in the sector are presented, along with their valuation data [22][23]. 3.3 Crude Oil Sector Data Tracking - **Crude Oil Price**: Analyzes the prices and price spreads of Brent, WTI, Urals, ESPO crude oils, as well as the relationship between the US dollar index, copper price, and WTI crude oil price [28][30][40]. - **Crude Oil Inventory**: Discusses the relationship between US commercial crude oil inventory and oil prices, the weekly drawdown rate of US commercial crude oil inventory and the change rate of Brent oil prices, and presents the data of US total crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory [43][44][53]. - **Crude Oil Supply**: Analyzes US crude oil production, the number of crude oil rigs, and the number of fracturing fleets, as well as their relationship with oil prices [57][59][61]. - **Crude Oil Demand**: Presents US refinery crude oil processing volume, refinery utilization rate, and the utilization rates of Chinese local and major refineries [65][69][72]. - **Crude Oil Import and Export**: Analyzes US crude oil imports, exports, net imports, and the import/export and net import data of crude oil and petroleum products [76][81]. 3.4 Product Oil Sector Data Tracking - **Product Oil Price**: Analyzes the relationship between international oil prices and domestic gasoline, diesel retail prices, and presents the prices and price spreads of product oils in different regions such as the US, China, Europe, and Singapore [87][114][120]. - **Product Oil Inventory**: Presents the inventory data of gasoline, diesel, and jet fuel in the US and Singapore [127][131][137]. - **Product Oil Supply**: Presents the production data of gasoline, diesel, and jet fuel in the US [143][145][146]. - **Product Oil Demand**: Presents the consumption data of gasoline, diesel, and jet fuel in the US, as well as the number of US airport passenger screenings [149][150][156]. - **Product Oil Import and Export**: Analyzes the import/export and net export data of gasoline, diesel, and jet fuel in the US [161][166][167]. 3.5 Oilfield Services Sector Data Tracking - Presents the average daily rates of jack - up drilling platforms and semi - submersible drilling platforms in the oilfield services industry [175][180].
中石化申请共聚酯相关制备方法及应用专利,共聚酯具较好柔软性
Sou Hu Cai Jing· 2025-08-02 10:44
Group 1 - China Petroleum & Chemical Corporation (Sinopec) and Sinopec Yizheng Chemical Fiber Company have applied for a patent titled "Co-polyester, Polyester Fiber Products and Their Preparation Methods and Applications" [1] - The patent application was published under CN120399209A with an application date of January 2024, focusing on the field of polymer chemistry [1] - The co-polyester described in the patent contains structural units A and B, with unit A being present in a greater quantity than unit B, and exhibits good flexibility, smoothness, and flame retardancy [1] Group 2 - China Petroleum & Chemical Corporation was established in 2000, located in Beijing, primarily engaged in oil and gas extraction, with a registered capital of approximately 12.17 billion RMB [1] - The company has invested in 263 enterprises, participated in 5000 bidding projects, and holds 5000 patent records along with 45 trademark records [1] - Sinopec Yizheng Chemical Fiber Company, founded in 2014 and based in Yangzhou, focuses on chemical fiber manufacturing with a registered capital of 400 million RMB [2] - This company has invested in 7 enterprises, participated in 5000 bidding projects, and holds 383 patent records along with 93 trademark records [2]
可燃冰概念下跌1.14%,主力资金净流出10股
| 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOps概念 | 1.50 | 共封装光学(CPO) | -0.71 | 截至8月1日收盘,可燃冰概念下跌1.14%,位居概念板块跌幅榜前列,板块内,中国石化、新锦动力、 德石股份等跌幅居前,股价上涨的有3只,涨幅居前的有潜能恒信、广州发展、海默科技等,分别上涨 1.26%、0.63%、0.48%。 资金面上看,今日 ...
石化油服中标35.97亿管道项目 第一季合同负债68.8亿增超79%
Chang Jiang Shang Bao· 2025-07-31 23:59
Core Viewpoint - The company, Sinopec Oilfield Service Corporation, has secured a significant contract worth 3.597 billion yuan for a natural gas pipeline construction project, which represents approximately 4.44% of its projected revenue for 2024 [1][2]. Group 1: Financial Performance - In the first quarter of 2025, the company reported a net profit of 218 million yuan, reflecting a year-on-year increase of 23.0% [2][5]. - The total contract liabilities reached 6.881 billion yuan by the end of the first quarter of 2025, marking a substantial year-on-year growth of 79.06% [3]. - For the year 2024, the company achieved a consolidated revenue of 81.1 billion yuan, a 1.4% increase compared to the previous year, and a net profit of 630 million yuan, up 7.2% [5]. Group 2: Market Position and Strategy - Sinopec Oilfield Service Corporation is recognized as a leading integrated oilfield service provider in China, with over 60 years of operational experience and a strong competitive edge [6][7]. - The company has been focusing on enhancing its core business and expanding its market presence, resulting in a record high of new contracts signed, totaling 34.82 billion yuan in the first quarter of 2025, which is a 2.2% increase year-on-year [2][4]. - The overseas market has shown remarkable growth, with new contracts amounting to 8.92 billion yuan, representing a year-on-year increase of 65.8% [2]. Group 3: Research and Development - The company has consistently increased its R&D investment, with expenditures exceeding 2 billion yuan in both 2023 and 2024, specifically 2.084 billion yuan and 2.247 billion yuan respectively [6][8]. - The R&D expense ratio for 2023 and 2024 was 2.61% and 2.77%, indicating a commitment to innovation and technology development [6][8]. - In 2024, the company received 15 provincial and ministerial-level scientific and technological awards and filed 1,034 patent applications, leading the China Petroleum Group in patent applications [8].
油服工程板块7月31日跌2.09%,通源石油领跌,主力资金净流出1.49亿元
Market Overview - The oil service engineering sector experienced a decline of 2.09% on July 31, with Tongyuan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Notable declines in individual stocks include: - Beiken Energy (002828) down 3.98% to 10.13 [1] - PetroChina Engineering (600339) down 2.56% to 3.43 [1] - Sinopec Oilfield Service (600871) down 1.96% to 2.00 [1] - The trading volume and turnover for these stocks indicate significant market activity, with Beiken Energy having a turnover of 2.82 billion [1] Capital Flow Analysis - The oil service engineering sector saw a net outflow of 149 million from institutional investors, while retail investors contributed a net inflow of 93.17 million [2] - The capital flow for individual stocks shows: - Haiyou Engineering (600583) with a net inflow of 17.39 million from institutional investors [3] - Zhongyou Engineering (600339) with a net inflow of 15.79 million from institutional investors [3] - Beiken Energy (002828) faced a net outflow of 16.96 million from institutional investors [3]