本文源自：市场资讯 作者：情报员 中海油研究总院有限责任公司，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17270.7万人民币。通过天眼查大数据分析，中海油研究总院有限责任公司参与招 投标项目851次，财产线索方面有商标信息13条，专利信息1563条，此外企业还拥有行政许可10个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，中国海洋石油集团有限公司取得一项名为"一种天然气水合物开采实验模型 参数的设计方法及系统"的专利，授权公告号CN116168773B，申请日期为2023年2月。 天眼查资料显示，中国海洋石油集团有限公司，成立于1983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11380000万人民币。通过天眼查大数据分析，中国海洋石油集团有 限公司共对外投资了44家企业，参与招投标项目5000次，财产线索方面有商标信息281条，专利信息 5000条，此外企业还拥有行政许可28个。 ...

天眼查App显示，12月25日，中海石油化工进出口有限公司发生工商变更，注册资本由约11.3亿人民币 增至约47.3亿人民币，增幅约318%，同时，多位高管发生变更。 该公司成立于2001年6月，法定代表人为戴彤，经营范围包括危险化学品经营、国营贸易管理货物的进 出口、贸易经纪等，由中国海洋石油集团有限公司全资持股。 ...

Group 1 - Oil stocks experienced a general increase, with CNOOC (00883) rising by 3.88%, PetroChina (00857) increasing by 1.94%, CNOOC Services (02883) up by 1.15%, and Sinopec (00386) gaining 0.65% [1][1][1] - Geopolitical factors, particularly Saudi Arabia's airstrikes in Yemen, have heightened risks in the Middle East, contributing to rising oil prices [1][1][1] - New York crude oil prices reached $58.08 per barrel, marking an increase of nearly 2.4%, while London Brent crude oil prices rose to $61.94 per barrel, up by 2.1% [1][1][1]

截至2025年12月30日 10:40，国证石油天然气指数(399439)上涨0.49%，成分股上海石化(600688)上涨 4.00%，兰石重装(603169)上涨2.27%，中国海油(600938)上涨2.25%，中国石油(601857)上涨1.69%，华 锦股份(000059)上涨1.55%。油气ETF(159697)上涨0.25%， 冲击7连涨。最新价报1.19元，跟踪指数最新 股息率3.99%。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(002353)、广汇能源(600256)、招商轮船 (601872)、新奥股份(600803)、中远海能(600026)、大众公用(600635)、海油工程(600583)，前十大权重 股合计占比65.78%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861) 消息面 ...

Core Viewpoint - The Hainan offshore gas field group is projected to exceed a cumulative production of 10 million tons of oil equivalent by 2025, marking a continuous production growth for five consecutive years and setting a new record since the development of the gas field group [1] Group 1: Production Achievements - The "Deep Sea No. 1" Phase II has been fully put into production this year, significantly boosting the overall capacity of the gas field group [1] - The Hainan offshore gas field group has produced over 10 billion cubic meters of natural gas and more than 700,000 tons of liquid oil this year, both achieving historical highs [1] Group 2: Development Initiatives - The second phase of development for the first offshore marginal gas field group in China, the Ledong gas field group, has officially commenced, further expanding the scale of natural gas production clusters [1] - The Hainan offshore gas field group has established 19 offshore platforms, 3 land terminals, and several underwater production facilities [1]

Group 1 - The core viewpoint of the articles highlights that the Hainan offshore oil and gas field group is expected to exceed a cumulative production of 10 million tons of oil equivalent by 2025, marking a continuous five-year growth in output and setting a new production record since the development of the field group [1] - The "Deep Sea No. 1" Phase II has been fully put into production this year, significantly boosting the overall capacity of the gas field group. The second development of the Lingshui gas field group, China's first offshore marginal gas field group, has officially started, further expanding the scale of natural gas production clusters [3] - The Hainan offshore oil and gas field group has established 19 offshore platforms, 3 land terminals, and several underwater production facilities. This year, it has produced over 10 billion cubic meters of natural gas and over 700,000 tons of liquid oil, both achieving historical highs [3] Group 2 - The company has implemented measures such as "pressure reduction production" to increase output from existing gas fields, and has expedited the commissioning of new capacity projects like "Deep Sea No. 1" Phase II. Additionally, it utilizes big data analysis and other technological means to optimize offshore well production, ensuring that the industrial and residential demands in South China are fully met [5]

石油股早盘上扬，截至发稿，中海油(00883)涨3.68%，报21.4港元；中石油(00857)涨2.91%，报8.5港 元；中石化(00386)涨1.31%，报4.65港元。 光大证券指出，2025年前三季度，"三桶油"克服油价震荡下行、炼油毛利收窄、化工品需求恢复缓慢等 困难，实现了稳健的业绩和现金流。25H2，油价下行的不利影响逐渐减弱，叠加三季度以来中国石油 （601857）、中国石化（600028）、中国海油（600938）在油价下行期的投资价值逐渐被市场认 可，"三桶油"股价均有所修复。展望2026年，"三桶油"将继续维持高资本开支，不断加强天然气市场开 拓，加快中下游炼化业务转型，有望实现穿越油价周期的长期成长。 消息面上，俄乌局势动荡扰动油价，隔夜国际原油期货结算价涨超2%。WTI原油期货2月合约涨 2.36%，布伦特原油期货2月合约涨2.14%。综合央视新闻等媒体报道，当地时间12月29日，美国总统特 朗普在佛罗里达州海湖庄园与以色列总理内塔尼亚胡开始会晤前透露，他当天早晨与俄罗斯总统普京通 电话时，被对方告知乌克兰无人机袭击了普京一处官邸。 ...

此次投产的四川段全长约190公里，设计年输气能力200亿立方米。投产当日，来自四川威远、泸县等气田的天然 气平稳注入国家主干管网，将资源产区与消费市场紧密连接，为优化我国能源结构、服务经济社会高质量发展注入新 的动力。 四川段建设面临盆地复杂地形挑战，项目团队应用柔性内焊机、氩弧外根焊等山地全自动焊接先进设备和技术， 实现山区长距离管道连续铺设，焊口一次合格率达99.2%，在复杂地形条件下实现高标准建设。尤为引人注目的是， 该管段三座关键场站均采用先进的无人值守设计，标志着我国长输管道智能化建设水平得到进一步提升。 川气东送二线是"全国一张网"的重要组成部分，全线长约4269公里，途经四川、重庆、湖北、河南、江西、安 徽、浙江、福建8省市，于2023年开工建设，预计于2027年全线建成投产。全线贯通后，将与现有川气东送管道联合运 行，实现沿海液化天然气接收站与内陆管网的互联互通，成为服务长江经济带发展的重要能源通道，显著增强我国天 然气供应保障和应急调峰能力。（记者 李欣忆） 工作人员进行投产前检查。国家管网集团供图 12月29日，记者从国家管网集团获悉，国家"十四五"重大能源基础设施工程——川气东送二线天然 ...

Group 1 - The APEC 'China Year' has officially commenced, with the China Council for the Promotion of International Trade (CCPIT) taking over the hosting rights for the 2026 APEC Business Leaders Summit and the APEC Business Advisory Council (ABAC) from South Korea [1] - APEC is the highest-level economic cooperation mechanism in the Asia-Pacific region, focusing on trade and investment liberalization and regional economic integration [1] - The ABAC, consisting of 63 representatives from 21 economies, is the only permanent institution representing the business community within the APEC framework [1] Group 2 - The 2026 ABAC annual activity plan has been unanimously approved, with four meetings scheduled in Jakarta (February), Mexico City (April), Thailand (July), and Shenzhen (November) to formulate policy recommendations for the APEC leaders [2] - In addition to organizing ABAC activities, the CCPIT is also actively promoting the preparations for the 2026 APEC Business Leaders Summit [2]

Investment Rating - The report maintains a "Buy" rating for several companies including Xinyangfeng, Senqilin, Ruifeng New Materials, Sinopec, Juhua, Yangnong Chemical, CNOOC, Tongkun, Daotong Technology, and others [10]. Core Viewpoints - The report highlights significant price increases in battery-grade lithium carbonate (up 10.79%) and industrial-grade lithium carbonate (up 10.78%), while sulfur and liquid chlorine experienced notable declines [4][7]. - It suggests focusing on investment opportunities in areas such as import substitution, pure domestic demand, and high dividend stocks, particularly in light of the current geopolitical tensions affecting oil prices [6][18]. - The overall chemical industry remains under pressure, with mixed performance across sub-sectors due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [21]. Summary by Sections Chemical Industry Investment Suggestions - The report recommends paying attention to the glyphosate industry, which is showing signs of recovery with decreasing inventory and rising prices, suggesting potential investment in companies like Jiangshan Co., Xingfa Group, and Yangnong Chemical [21]. - It also emphasizes selecting stocks with strong competitive positions and growth potential, particularly in the lubricant additive sector and coal-to-olefins industry [21]. - The report notes that domestic demand for chemical fertilizers and certain pesticide sub-products remains robust, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for investment [21]. Price Trends of Chemical Products - The report details recent price movements, with significant increases in battery-grade lithium carbonate and PTA, while products like sulfur and liquid chlorine saw declines [4][5][19]. - It mentions that the international oil price is expected to stabilize around $65 per barrel, which could benefit companies with high dividend yields and those that are sensitive to raw material cost reductions [6][18]. Market Dynamics - The report discusses the impact of geopolitical tensions on oil prices, particularly the situation in Venezuela and the EU's sanctions on Russia, which have contributed to recent price fluctuations [22][23]. - It highlights the weak trading atmosphere in the coal market, with prices declining due to limited demand and cautious market sentiment [29][30]. - The report notes that the polypropylene market is experiencing downward pressure due to weak demand and increased supply, while the PTA market is expected to remain strong due to ongoing inventory reduction [31][35].