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的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而産生或因倚賴該等內 容而引致的任何損失承擔任何責任。 中國石油天然氣股份有限公司 PETROCHINA COMPANY LIMITED （於中華人民共和國註冊成立之股份有限公司） (股份代號：857) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條作出。 茲載列中國石油天然氣股份有限公司在上海證券交易所網站刊登的《中國石油天然氣股份有限 公司關於召開 2025 年度業績説明會的公告》，僅供參閱。 特此公告 中國石油天然氣股份有限公司董事會 一、说明会类型 本次业绩说明会通过网络互动形式召开，公司将介绍2025年度的 经营成果及财务指标的具体情况，并在信息披露允许的范围内就投资者 普遍关注的问题进行交流。 中國北京 2026 年 3 月 20 日 於本公告日，本公司董事會由戴厚良先生擔任董事長，由周心懷先生擔任副董事長及非執行董事， 由段良偉先生、周松先生及謝軍先生擔任非執行董事，由任立新先生、張道偉先生及宋大勇先生擔 任執 ...

证券代码：601857 证券简称：中国石油 公告编号：临 2026-002 中国石油天然气股份有限公司 关于召开 2025 年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次业绩说明会通过网络互动形式召开，公司将介绍2025年度的 经营成果及财务指标的具体情况，并在信息披露允许的范围内就投资者 普遍关注的问题进行交流。 会议召开时间：2026 年 3 月 30 日（星期一）下午 17:30-18:30 会议召开方式：通过上海证券交易所上证路演中心（以下简称上 证路演中心，网址：https://roadshow.sseinfo.com/）进行网络互动。 投资者可于 2026 年 3 月 29 日（星期日）17:00 前登录上证路演 中心网站首页点击"提问预征集"栏目或通过中国石油天然气股 份有限公司（以下简称公司）邮箱 ir@petrochina.com.cn 进行提问。 二、说明会召开的时间、方式 （一）会议召开时间：2026年3月30日（星期一）下午17:30-18:30 （二）会议召 ...

文 | 中关村储能产业技术联盟 3月17日，中国石油天然气集团有限公司 2026年磷酸铁锂储能系统集中采购（带量 ）招标公告 发布。 招标人为中国石油天然气集团有限公 司。 本项目共8个标 包，合计总容量 772.5MWh ，并网模式均为跟网型： 0.5C：采购规模750MWh； | 标包 | 物资代码 | EMS个数 | 并网模式 | 倍率 | 预计 | 到度 | 项目地点 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 容量 | 时间 | | | | 2.5MW/5MWh 1500Vdc 690Vac 0.5C 液冷 314Ah IP55 GB/T 36558 | 1 | 眼网型 | 0.5C | 5MWh | 6月1日 | 长庆油田 延安杏河 | | | 5MW/15MWh 1500Vdc 690Vac | | | | | | | | | 0.33C 液冷 ≥314Ah IP55 GB/T | 1 | | 0.33C | | | 长庆油田 | | 标包1 | | | 眼网型 | | 15MWh | 6月1日 | 庆阳环县 | ...

证券研究报告·行业点评报告·燃气Ⅱ 燃气Ⅱ行业点评报告 2026-2027 年度中石油管道天然气购销合同 政策发布，销售价格同比持平 增持（维持） [Table_Tag] [Table_Summary] 投资要点 2026 年 03 月 18 日 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 -10% -4% 2% 8% 14% 20% 26% 32% 38% 44% 50% 2025/3/18 2025/7/17 2025/11/15 2026/3/16 燃气Ⅱ 沪深300 相关研究 2026-03-16 《地缘冲突+气温回暖，美气回落、欧 洲&中国气价大涨；重视资源价值首 华燃气+具备长协成本优势企业新奥 股份、新奥能源、九丰能源》 2026-03-08 | | 管制气 | | | 非管制气 | | | --- | --- | --- | --- | --- | --- | | 2026-2027年管道气合同方案 | | 特定地区 | ...

PetroChina, China's biggest natural gas supplier, will keep its contract prices largely unchanged this year to shield industrial consumers from surging global energy prices due to the Middle East conflict https://t.co/40mgQIyiYw ...

Bloomberg PetroChina Co., the country’s biggest natural gas supplier, will keep its contract prices largely unchanged this year to shield industrial consumers from surging global energy prices due to the Middle East conflict. The firm will retain last year’s upper price limit, a move that’s also designed to support longer-term growth of the domestic gas industry, according to Chinese consultancy, OilChem. Most Read from Bloomberg PetroChina did not immediately respond to calls seeking comment. The wo ...

Investment Rating - The report maintains a positive outlook on the oil and petrochemical industry, indicating a "Buy" recommendation for selected companies within the sector [3]. Core Insights - The report highlights that escalating tensions in the Middle East have driven up oil prices, with both EIA and IEA significantly lowering their global oil supply forecasts for the year [6][7]. - EIA projects the average crude oil price for 2026 to be $79 per barrel, an increase of $21 from the previous month, while the average for 2027 is projected at $64 per barrel, up by $11 [6][7]. - Demand forecasts show IEA has reduced its 2026 oil demand growth estimate to 640,000 barrels per day, down by 210,000 barrels per day from last month, while EIA has slightly increased its forecast to 1.23 million barrels per day for 2026 [11][12]. Summary by Sections Upstream Sector - Oil prices have risen, with Brent crude futures closing at $103.14 per barrel, a week-on-week increase of 11.27%, and WTI futures at $98.71 per barrel, up 8.59% [24]. - The report notes a significant increase in drilling activity, with the number of active rigs in the U.S. rising to 553, a slight increase from the previous week but a decrease of 39 year-on-year [37]. Refining Sector - The report indicates that refining margins have improved, with the Singapore refining margin rising to $54.03 per barrel, an increase of $17.35 from the previous week [6]. - The report anticipates that refining profitability will gradually improve as economic recovery progresses [6]. Polyester Sector - PTA prices have increased, with the average price in East China reaching 6,475 RMB per ton, up 19.01% week-on-week [6]. - The report suggests that the polyester industry is expected to see gradual improvement as supply and demand dynamics tighten [21]. Investment Recommendations - The report recommends focusing on high-quality companies in the polyester sector such as Tongkun Co. and Wan Kai New Materials, as well as large refining companies like Hengli Petrochemical and Rongsheng Petrochemical [21]. - It also highlights the potential for offshore oil service companies like CNOOC Services and Haiyou Engineering to benefit from sustained high capital expenditures in exploration and development [21].

Investment Rating - The report maintains a positive outlook on the oil and petrochemical industry, recommending specific companies for investment opportunities [3][22]. Core Insights - The report highlights the impact of escalating tensions in the Middle East, which have led to increased oil prices and significant downward revisions in global oil supply forecasts by EIA and IEA [6][7]. - EIA projects the average crude oil price for 2026 to be $79 per barrel, up by $21 from the previous month, while the average for 2027 is projected at $64 per barrel, an increase of $11 [6][7]. - Demand forecasts show IEA has significantly reduced its 2026 oil demand growth estimate to 640,000 barrels per day, while EIA has slightly increased its forecast to 1.23 million barrels per day [11][12]. Summary by Sections Upstream Sector - Brent crude oil futures closed at $103.14 per barrel, reflecting an increase of 11.27% week-on-week, while WTI futures rose by 8.59% to $98.71 per barrel [27]. - The report notes a rise in drilling rig counts, with the U.S. rig count increasing to 553, up by 2 from the previous week, although down by 39 year-on-year [43][46]. Refining Sector - The report indicates an improvement in refining margins, with the Singapore refining margin rising to $54.03 per barrel, an increase of $17.35 from the previous week [6]. - The report suggests that refining profitability is expected to improve as economic recovery progresses, despite current margins being at lower levels [6]. Polyester Sector - PTA prices have risen, with the average price in East China reaching 6,475 yuan per ton, up by 19.01% week-on-week [6]. - The report anticipates a gradual improvement in the polyester industry as new capacity additions taper off in the coming years [6]. Investment Recommendations - The report recommends high-quality companies in the polyester sector such as Tongkun Co. and Wan Kai New Materials, as well as major refining companies like Hengli Petrochemical and Rongsheng Petrochemical [22]. - It also highlights the potential for offshore oil service companies like CNOOC Services and Haiyou Engineering to benefit from sustained high capital expenditures in offshore exploration [22].

Asia-Pacific Oil & Gas IEA Oil Market Update - Initial perspectives. Why worry? Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Irene Himona, Ph.D. +44 20 7762 5353 irene.himona@bernsteinsg.com 12 March 2026 Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com The IEA has cut its 2026 oil-demand growth forecast by 0.1MMbls/d (+0.7MMbls/d to 104.8MMbls/d), citing the Iran war's impact on air travel and LPG supplies, along wit ...

证券研究报告 原油周报：中东冲突升级，国际油价继续上涨 大化工首席证券分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 石化化工证券分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2026年3月15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96.5/92.0美元/桶，较上周分别+12.7/+13.5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8.6/4.4/4.2/0.3亿桶，环比 +383/+382/+0/+12万桶。 ◼ 3）原油产量：美国原油产量为1368万桶/天，环比-2万桶/天。美国活跃原油钻机本周412台，环比+1台。美国活跃压 裂车队本周170部，环比+2部。 ◼ 4）原油需求：美国炼厂原油加工量为1617万桶/天，环比+33万桶/天；美国炼厂原油开工率为90.8%，环比+1.6pct。 ◼ 5）原油进出口量：美国原油进口量、出口量、净进口 ...