"风险标注做加法，安全防线才够牢。"梁新欣介绍，白板上的"色彩密码"藏着明确信号：红笔圈出关键 作业风险，警示不可疏忽；黄笔标注高频隐患，提醒重点关注；蓝笔记录典型场景，附带详细整改流程 示意图。密密麻麻的字迹，无声传递着"安全无小事"的硬核道理。 操作工黄天宇路过白板时，蓝色标注的"阀门未关紧"风险提示恰好与他负责的工序相关，当即返回岗位 重新核查，成功排除一处潜在隐患。如今，车间里主动围拢白板学习的员工越来越多，白板上的警示要 求渐渐融入日常操作的每一个环节。这块不足两平方米的小小白板，用三色警示绘就起上下同心的安 全"同心圆"。 这面"安全警示墙"的诞生，源于一次及时的隐患整改。前不久，车间一台空压机出现轻微凝露，虽未造 成事故，却让电泵智能制造厂健康安全环保监督梁新欣高度警觉。 "安全不能只挂在嘴边，得让风险看得见、防控有方向。"他随即翻阅车间历年安全案例，提炼关键防控 细节，用不同颜色标注风险等级，将普通白板升级为直观易懂的"安全指南"。 （来源：工人日报） 12月4日清晨，中海油能源发展股份有限公司工程技术分公司电泵智能制造工厂车间内，一块白板前早 早围满了刚到岗的员工。原本仅用于记录生产任务的白 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300164 通源石油 | | 1557.04万 | 5.95% | -513.68万 | -1.96% | -1043.37万 | -3.98% | | 002629 仁智股份 | | 671.06万 | 7.18% | -496.70万 | -5.32% | -174.36万 | -1.87% | | 002207 准油股份 | | 632.88万 | 6.69% | -158.74万 | -1.68% | -474.14万 | -5.01% | | 600583 海油工程 | | 505.53万 | 2.81% | -636.96万 | -3.54% | 131.43万 | 0.73% | | 603727 博迈科 | | 453.63万 | 11.71% | 27.97万 | 0.72% | -481.60万 | -12.44% | | 601808 中海油服 ...

证券研究报告 原油周报：国际油价下跌，关注地缘风险 大化工首席分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 石化化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2025年12月21日 请务必阅读正文之后的免责声明部分 投资要点 ◼ 【美国原油】 2 ◼ 1）原油价格：本周Brent/WTI原油期货周均价分别59.9/56.1美元/桶，较上周分别-1.9/-2.0美元/桶。 ◼ 2）原油库存：美国原油总库存、商业原油库存、战略原油库存、库欣原油库存分别8.4/4.2/4.1/0.2亿桶，环比-103/- 127/+25/-74万桶。 ◼ 3）原油产量：美国原油产量为1384万桶/天，环比-1万桶/天。美国活跃原油钻机本周406台，环比-8台。美国活跃压裂 车队本周168部，环比-8部。 ◼ 4）原油需求：美国炼厂原油加工量为1699万桶/天，环比+13万桶/天；美国炼厂原油开工率为94.8%，环比+0.3pct。 ◼ 5）原油进出口量：美国原油进口量、出口量、净进口量为653/ ...

本周行情综述 风险提示 地缘政治扰动超预期；海外经济出现衰退；行业及国际政策环境变化。 敬请参阅最后一页特别声明 1 原油：本周油价维持震荡。俄乌谈判进展顺利施压油价，柏林谈判美乌在多个关键议题上形成初步共识，美方表 示乌俄之间约 90%的问题已解决，准备前往俄罗斯继续推动谈判。同时欧盟理事会对俄罗斯"影子舰队"实施制 裁。而委内瑞拉局势反复，其原油的折扣幅度已扩大至较布油低 21 美元，而上周折价 14 至 15 美元。周中市场 预期特朗普或下令对委内瑞拉宣战，但 18 号特朗普在国情咨文演讲中未提到委内瑞拉，随后表示仍不排除与委 内瑞拉开战的可能性。总体看，俄乌和谈推进而美委局势紧张，地缘博弈持续。截止 12 月 18 日，WTI 现货收于 56.15 美元，环比-1.45 美元；BRENT 现货收于 61.43 美元，环比-0.95 美元。EIA12 月 12 日当周商业原油库存 环比-127.4 万桶，前值-181.2 万桶。其中库欣原油环比-74.2 万桶，前值+30.8 万桶。汽油库存环比+480.8 万 桶，前值+639.7 万桶。炼厂开工率环比+0.3%至 94.8%。美国原油库存下降，净进口 ...

Group 1 - The core point of the article is the procurement announcement by CNOOC Energy Development Co., Ltd. for seamless steel pipes related to the intelligent research and application project of offshore oil facility welding technology [1] - CNOOC Energy Development Co., Ltd. has made investments in 61 companies and participated in 49,234 bidding projects [1] - The company holds 103 trademark registrations, 4,216 patents, and 388 copyright registrations, along with 61 administrative licenses [1] Group 2 - The procurement was awarded to Tianjin Ruixin Engineering Technology Service Co., Ltd. with a winning bid amount of 376,695.98 [2] - The announcement was published on December 14, 2025, although the specific region of the procurement is not disclosed [2]

Core Insights - The chemical industry report indicates a mixed performance in chemical product prices, with 42 products increasing in price, 37 decreasing, and 21 remaining stable during the week of December 8-14 [1][2] - The report suggests focusing on undervalued leading companies, the impact of "anti-involution" on supply in related sub-industries, and the importance of self-sufficiency in electronic materials and certain new energy materials amid price increases [1][6] Industry Dynamics - In the week of December 8-14, 47% of tracked chemical products saw a month-on-month price increase, while 44% experienced a decrease, and 9% remained unchanged [2] - The top price increases were noted in nitric acid, sulfuric acid, raw salt, bisphenol A, and TDI, while the largest declines were in PVA, LLDPE, trichloroethylene, and NYMEX natural gas [2] Oil Market Overview - International oil prices fell, with WTI crude oil futures closing at $57.44 per barrel (down 2.45%) and Brent crude at $61.12 per barrel (down 2.19%) [3] - The U.S. oil production averaged 13.853 million barrels per day, an increase of 38,000 barrels from the previous week and 222,000 barrels from the same period last year [3] - U.S. oil demand rose to an average of 21.082 million barrels per day, with gasoline demand increasing to 8.456 million barrels per day [3] TDI Market Analysis - TDI prices increased to an average of 14,713 yuan/ton, up 2.49% week-on-week and 5.51% month-on-month [4] - TDI production decreased, with an overall operating rate of approximately 58.55%, and various factories experiencing operational issues [4] - Average costs for TDI were 11,819 yuan/ton, down 0.92% week-on-week, while average gross profit rose by 31.79% week-on-week [4] Methionine Market Analysis - Methionine prices decreased to an average of 17,900 yuan/ton, down 2.45% week-on-week and 9.14% month-on-month [5] - The production remained stable at 18,350 tons, with an operating rate of 89.42% [5] - The cost of methionine was 13,853.73 yuan/ton, with a gross profit margin of 23.67% [5] Valuation Metrics - As of December 12, the TTM price-to-earnings ratio for the SW basic chemical sector was 24.14, and the price-to-book ratio was 2.19 [6] - The SW oil and petrochemical sector had a TTM price-to-earnings ratio of 12.85 and a price-to-book ratio of 1.24 [6] Investment Recommendations - The report recommends focusing on undervalued leading companies, sectors benefiting from policy support, and emerging fields such as semiconductor materials and new energy materials [6] - Specific companies highlighted for investment include Wanhua Chemical, Hualu Hengsheng, and others [6][7]

（文章来源：证券日报） 证券日报网讯 12月9日，海油发展在互动平台回答投资者提问时表示，公司生产经营及未来规划等具体 信息详见公司在指定信息披露媒体上披露的公告。 ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the CSI 500 Quality Growth Index and its constituent stocks, indicating a potential shift in market style towards high elasticity and growth sectors due to supportive fiscal and monetary policies [1][2]. - The CSI 500 Quality Growth ETF (560500) has shown a significant increase in trading volume and scale, with a weekly growth of 437.01 million yuan, reflecting strong investor interest [1][2]. - The National Bureau of Statistics reported a year-on-year increase of 9.5% in the added value of the digital manufacturing industry from January to October, with specific sectors like smart equipment manufacturing and electronic components showing growth rates of 11.1% and 12.3% respectively [2]. Group 2 - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 21.53% of the index, with notable performers including Huagong Technology and Kaiying Network, which have seen increases of 2.94% and 2.05% respectively [3]. - The CSI 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, selecting 100 companies with high profitability, sustainable earnings, and strong cash flow, providing diverse investment targets for investors [2].

标题：海油发展-物流公司华南地区油品和化工品通关及国际船舶代理服务协议中标候选人公示 证券之星消息，根据天眼查APP-财产线索数据整理，中海油能源发展股份有限公司12月4日发布《海油 发展-物流公司华南地区油品和化工品通关及国际船舶代理服务协议中标候选人公示》，详情如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 通过天眼查大数据分析，中海油能源发展股份有限公司共对外投资了62家企业，参与招投标项目48940 次；财产线索方面有商标信息103条，专利信息4203条，著作权信息388条；此外企业还拥有行政许可61 个。 数据来源：天眼查APP 采购方：中海油能源发展股份有限公司 供应商：惠州中远海运船务代理有限公司 中标金额：9456408.0,10444260.0 地区：未知 发布日期：2025-12-04 ...

Core Viewpoint - CNOOC Energy Development Equipment Technology Co., Ltd. won the gold award at the 50th International Quality Management Group Conference for its development of a low-pressure subsea pipeline magnetic leakage detector, addressing significant industry challenges in pipeline inspection [1] Group 1: Technology Innovation - The developed detector overcomes issues such as insufficient driving force under low-pressure conditions and difficulties in implementing traditional inspection techniques due to pipeline deformation [1] - The technology features innovative structures including a floating probe, low-friction large deformation dynamic rubber cup, and dual-section magnetic leakage elements, enabling high-precision defect detection in low-pressure environments [1] - This advancement fills a domestic technological gap and enhances inspection efficiency without requiring production halts, thereby supporting the safe operation of pipelines [1]