摩通对中石油西南油气田进行三天的考察，很惊讶发现该公司能够以低成本实现陆地天然气产量增长， 且更有信心该公司能成功摆脱连续五年油价下跌的影响。西南油气田一直是中石油产量增长的主要驱动 力，其2025财年53亿立方米的增长目标占全年62亿立方米目标的85%。 摩通还表示，该公司四川盆地有超过80万亿立方米的未开发天然气储量，而2025年国内天然气销售量预 计为2420亿立方米。该公司控制中国约80%的天然气储存容量，并计划在2030年将其西南地区的储存能 力提高一倍以上，使其充分利用即将到来的"低价现货液化天然气"浪潮中。 智通财经APP获悉，摩根大通发布研报称，上调中国石油股份(00857)目标价，由9港元上调至10港元， 同时上调A股，评级同维持"增持"，预计中石油2025财年每股股息为0.48元人民币，连续六年增长。 ...

资料显示，中国石油天然气股份有限公司位于北京市东城区东直门北大街9号,香港金钟道89号力宝中心 2座3705室，成立日期1999年11月5日，上市日期2007年11月5日，公司主营业务涉及(i)原油及天然气的 勘探、开发、生产、输送和销售以及新能源业务;(ii)原油及石油产品的炼制,基本及衍生化工产品、其他 化工产品的生产和销售以及新材料业务;(iii)炼油产品和非油品的销售以及贸易业务;及(iv)天然气的输送 及销售业务。主营业务收入构成为：炼油产品69.64%，原油43.27%，天然气39.98%，化工产品8.78%， 其他7.00%，加油站非油品销售0.86%，其他收入0.04%，管输业务0.03%。 截至9月30日，中国石油股东户数50.39万，较上期增加4.46%；人均流通股324618股，较上期减少 4.33%。2025年1月-9月，中国石油实现营业收入21692.56亿元，同比减少3.86%；归母净利润1262.79亿 元，同比减少4.71%。 分红方面，中国石油A股上市后累计派现8752.80亿元。近三年，累计派现2470.78亿元。 机构持仓方面，截止2025年9月30日，中国石油十大流通股 ...

Group 1 - China National Petroleum Corporation (CNPC) announced the establishment of three joint venture companies and signed a share acquisition contract for a total price of 40.016 billion yuan, acquiring 100% equity of three gas storage companies [1] - The acquired companies are Xinjiang Oilfield Gas Storage Co., Chongqing Xiangguosi Gas Storage Co., and Liaohe Oilfield (Panjin) Gas Storage Co., with respective acquisition prices of 17.066 billion yuan, 9.995 billion yuan, and 12.955 billion yuan [1] - The geographical distribution of the three companies covers key natural gas regions in Northwest, Southwest, and Northeast China, forming a complementary supply guarantee pattern [1] Group 2 - The acquisition is expected to enhance the stable operation and high-quality development of CNPC's natural gas industry chain [2] - Gas storage facilities are crucial for the natural gas production, transportation, storage, and sales process, serving as a tool for peak shaving and valley filling in gas sales [2] - The acquisition will add 10.97 billion cubic meters of working gas capacity, improving the gas storage peak-shaving capability to match the company's natural gas sales [2]

摩根大通发表研究报告，在分析师考察过中石油西南油气田后，对其低成本陆上天然气产能的增长能力 感到惊喜，并对公司成功应对油价连续五年下跌的能力更具信心。该行认为，中石油将受惠于十五五规 划中的非常规天然气补贴政策，因公司凭借领先的勘探开发技术，西南重点产区的页岩气产能得以规模 化。另外，四川盆地项目拥有超过80万亿立方米的未开发天然气储量，而2025年国内天然气销售量仅为 2420亿立方米；再者，中石油掌控中国约80%的工作气储存能力，并计划在2030年前将西南地区的储气 容量提升一倍以上，令公司可受惠于未来现货液化天然气价格较低的浪潮。 该行预期中石油2025全年派息为每股0.48元，意味连续第六年增加派息；将A股目标价由11.6元升至13 元，H股目标价由9港元升至10港元，维持"增持"评级。 ...

Group 1 - The three major oil companies in Hong Kong, namely China Petroleum & Chemical Corporation, China National Petroleum Corporation, and China National Offshore Oil Corporation, have experienced a decline in stock prices, with both China Petroleum and China Petrochemical falling over 2% and recording three consecutive days of losses [1] - The overall geopolitical impact on oil prices is neutral to bearish, leading to a weakening support for oil prices. WTI January crude oil futures fell by $0.63, a decrease of 1.07%, closing at $58.25 per barrel, while Brent February crude oil futures dropped by $0.55, down 0.88%, to $61.94 per barrel [1] - The recent significant drop in international oil prices, such as Brent crude, is the direct cause of the stock price adjustments. Market concerns include: 1. Global economic slowdown leading to weak oil demand; 2. Easing geopolitical risk premium; 3. Potential supply increase due to the U.S. releasing strategic petroleum reserves [1] Group 2 - The latest stock prices and changes for the major oil companies are as follows: China Petroleum & Chemical Corporation at 8.220 with a decline of 2.38%, China National Petroleum Corporation at 4.300 with a decline of 2.05%, and China National Offshore Oil Corporation at 21.000 with a slight decline of 0.28% [2]

Core Viewpoint - The energy industry in China is undergoing a comprehensive transformation during the "14th Five-Year Plan" period, with a focus on renewable energy investment and the role of financial services in supporting this transition [1][2]. Group 1: Financial Support for Energy Transition - The company emphasizes high-quality service to support the main responsibilities of the group, focusing on the needs of member enterprises and enhancing centralized fund management [1][2]. - Over the past five years, the company has issued over 650 billion yuan in loans to support major projects related to oil and gas production and the cultivation of new productive forces [2]. - The company has developed specialized financial products such as "Gas Storage Loan" and "Oil Product Benefits" to enhance its service offerings [2][4]. Group 2: Internationalization and Global Financial Services - The company has established a global financial service network with a focus on Hong Kong, Dubai, and Singapore, enhancing collaboration across these regions [2][3]. - It has participated in financing over 30 overseas projects, covering 85 countries and regions, and has developed innovative products that combine credit and hedging [3][6]. Group 3: Green Development Initiatives - The company actively promotes green development by offering green loans for renewable energy projects, having issued over 50 billion yuan for projects like photovoltaic and wind power [5][6]. - A strategic partnership has been formed with Longqing Oilfield for financing geothermal heating projects, marking a significant step in the geothermal sector [5]. Group 4: Future Plans and Strategic Goals - The company aims to enhance its capabilities in financial management, service provision, financial technology, risk compliance, and brand influence during the "15th Five-Year Plan" [6][7]. - Key focus areas include improving internal financial service quality, deepening international business development, and advancing digital transformation initiatives [6][7].

中央纪委国家监委网站 吕佳蓉 为提升依规依纪依法办案质效，驻中国石油纪检监察组结合自办案件实践，聚焦案件办理关键环节，系 统梳理构建办案流程体系，并完整提供各类表单、文书、材料模板，对自办职务违法犯罪案件全要素、 全流程进行规范完善。 "我们将继续围绕监督执纪执法各项业务，量身定制相关工作指引，更好指导推动全系统正风肃纪反腐 工作实践，切实提升案件查办质效和长效治理能力。"驻中国石油纪检监察组有关负责同志表示。 这三本执纪执法指导书，是驻中国石油纪检监察组提升纪检监察工作规范化法治化正规化水平的一项重 要举措。依据中管企业纪检监察体制改革相关法律法规，该纪检监察组结合企业实际，对信访办理、线 索处置、审查调查、案件审理、以案促改促治等工作流程逐项细化规范，明确工作标准、审批权限和时 限规定，形成《执纪执法工作指引（试行）》。"指引围绕主体、对象、程序等内容，紧扣纪法依据、 基本流程、工作要求、文书格式4要素，靶向施治提升监督执纪执法规范化水平。"中国石油大庆油田纪 委有关负责同志说。 精准定性量纪是确保案件质量的关键环节。着眼于解决定性量纪工作中违纪情节与量纪情节混淆错用、 同案不同性、自由裁量权过大等问题， ...

Core Viewpoint - The first national-level continental shale oil demonstration zone in China, located in Jimsar, Xinjiang, has achieved an oil production of over 1.7 million tons this year, marking the completion of its national demonstration project tasks [2] Group 1: Shale Oil Characteristics - Shale oil is recognized internationally as a challenging unconventional oil and gas resource to extract [2] - The Jimsar shale oil reservoir is characterized by deep burial (over 3,800 meters) and extremely low permeability (only one ten-thousandth of conventional reservoirs), presenting multiple world-class technical challenges for exploration and development [2] Group 2: Demonstration Zone Details - The area of the Jimsar national-level continental shale oil demonstration zone is 1,278 square kilometers [2] - The resource volume in the demonstration zone exceeds 1 billion tons [2]

证券之星消息，12月9日南向资金减持168.4万股中国石油股份（00857.HK）。近5个交易日中，获南向 资金增持的有4天，累计净增持2081.6万股。近20个交易日中，获南向资金增持的有17天，累计净增持 2.43亿股。截至目前，南向资金持有中国石油股份（00857.HK）75.13亿股，占公司已发行普通股的 35.6%。 中国石油天然气股份有限公司是一家主要从事石油和天然气生产和分销业务的中国公司。该公司主要通 过五个分部开展业务。油气和新能源分部从事原油及天然气的勘探、开发、生产、输送和销售以及新能 源业务。炼油化工和新材料分部从事原油及石油产品的炼制，基本及衍生化工产品、其他化工产品的生 产和销售以及新材料业务。销售分部从事炼油产品和非油品的销售以及贸易业务。天然气销售分部从事 天然气的输送及销售业务。总部及其他分部从事资金管理、融资、总部管理、研究开发及为集团其他经 营分部提供商务服务。 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。 ...

中国石油化工股份回购明细 | 日期 | 回购股数 | 回购最高价 | 回购最低价 | 回购金额 | | --- | --- | --- | --- | --- | | | （万股） | （港元） | （港元） | （万港元） | | 2025.12.09 | 350.00 | 4.500 | 4.370 | 1540.60 | | 2025.12.08 | 120.00 | 4.540 | 4.490 | 541.90 | | 2025.12.05 | 86.00 | 4.520 | 4.480 | 387.17 | | 2025.12.04 | 173.20 | 4.540 | 4.480 | 778.88 | | 2025.12.03 | 180.00 | 4.560 | 4.500 | 814.16 | | 2025.12.02 | 120.00 | 4.550 | 4.450 | 541.76 | | 2025.12.01 | 112.80 | 4.460 | 4.410 | 500.16 | | 2025.11.28 | 925.00 | 4.480 | 4.400 | 4099.14 | | 20 ...