资金面上看，今日俄乌冲突概念板块获主力资金净流出12.56亿元，其中，20股获主力资金净流入，10 股主力资金净流入超千万元，净流入资金居首的是中国石油，今日主力资金净流入1.78亿元，净流入资 金居前的还有首华燃气、蓝焰控股、惠博普等，主力资金分别净流入8874.86万元、8492.54万元、 4123.79万元。 资金流入比率方面，蓝焰控股、金宏气体、首华燃气等流入比率居前，主力资金净流入率分别为 19.60%、17.60%、15.28%。（数据宝） 截至6月19日收盘，俄乌冲突概念上涨0.64%，位居概念板块涨幅第3，板块内，30股上涨，首华燃气 20%涨停，准油股份、蓝焰控股等涨停，通源石油、天壕能源、新锦动力等涨幅居前，分别上涨 11.35%、9.23%、8.75%。跌幅居前的有神开股份、美农生物、兴业银锡等，分别下跌7.32%、5.81%、 5.58%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 1.41 | 可控核聚变 | -4.07 | | 页岩气 | 0.89 | 超导概念 ...

智通财经6月19日电，香港交易所信息显示，贝莱德（BlackRock）在中国石油化工股份的持股比例于06 月16日从6.76%升至7.01%。 ...

香港交易所信息显示， 贝莱德（BlackRock）在 中国石油化工股份的持股比例于06月16日从6.76%升至 7.01%。 ...

油气和炼化及贸易板块 2024 和 2025Q1 综 述：油气板块仍将保持较高景气度，炼化 及贸易板块业绩承压期待改善 2025 年 6 月 19 日 看好/维持 石油石化 行业报告 分析师 莫文娟 电话：010-66555574 邮箱：mowj@dxzq.net.cn 执业证书编号：S1480524070001 投资摘要： 2024 年海外通胀有所减缓，国内经济有所修复，从而间接支撑大宗商品需求。2024 年以来，美国 CPI 同 比上涨幅度逐步下降，截至年底低于 3%。2025 年第一季度美国通胀压力继续减缓，始终维持在 3%以下， 2024 年国内制造业 PMI 为 49.78，2025 年 1 月至 4 月，国内制造业 PMI 分别为 49.1，50.2，50.5，49.0， 围绕荣枯线 50 上下波动，有助于缓解估值压力并稳定市场预期，从而间接支撑大宗商品（如原油）需求。 2024 年油价宽幅震荡，同比下降；2025 年一季度，Brent 现货均价环比上涨。2024 年 1-12 月，Brent 原油现货均价整体价格在 69.19-91.17 美元/桶宽幅震荡，全年来看油价中枢小幅下跌，月度均价为 ...

恒指跌超1%，中国宏桥、石药集团、中国石油等跌超3%。 ...

图 | 21 01 | 81 2025年6月18日 星期三 ▲ 近日，位于山东烟台的国内首个桩基固定式海上光伏 项目——中广核招远40万千瓦海上光伏项目全容量并网 发电。王晟伟 摄 01 行业新闻 ●国家能源局发布关于开展"水风光+"创新发展优秀实践案例征集工作的通知。6月17日，国家能源局综合司发布关于开展"水风光+"创新发展优秀实践案 例征集工作的通知。通知提出，推荐案例应以水电（含抽蓄）为基础，带动周边风、光等新能源资源开发利用及关联产业升级发展取得突出成效，并在技 术、体制、管理、业态、模式等一个或多个方面具有较强创新性。推荐案例支撑项目应全部或部分建成投产。查看详情→ 03 地方新闻 ● 建筑材料、火力发电、物流行业能源计量器具配备和管理要求系列国家标准6月实施。据国家市场监督管理总局消息，自6月起，建筑材料、火力发电和 物流等三个行业能源计量器具配备和管理要求国家标准正式实施。标准中规定了建筑材料行业、火力发电行业和物流行业能源计量的种类及范围、能源计 量器具配备和管理等要求。查看详情→ 02 企业新闻 ● 中国石油与哈方签署多项能源合作协议。6月16日，第二届中国-中亚产业与投资合作论坛在哈萨克 ...

Investment Rating - The report maintains an "Overweight" rating for the petrochemical industry [5] Core Views - The IEA has lowered its oil demand forecast, expecting OPEC+ to increase production by 400,000 barrels per day in 2025. The global oil demand is projected to grow by 720,000 barrels per day in 2025 and 740,000 barrels per day in 2026, with a downward revision of 20,000 barrels per day for both years due to weak demand in the US and China [1] - The EU plans to gradually stop importing Russian oil and gas by the end of 2027, which is expected to sustain oil prices due to geopolitical risk premiums stemming from the Russia-Ukraine conflict [2] - The ongoing Israel-Iran conflict poses a risk of escalation, which could further drive oil prices upward. Iran's current oil production is approximately 4.8 million barrels per day, with exports averaging 1.7 million barrels per day this year [3] Summary by Sections Oil Demand and Supply Forecast - IEA forecasts a global oil supply increase of 1.8 million barrels per day in 2025, reaching 104.9 million barrels per day, with non-OPEC+ countries contributing 1.4 million barrels per day and OPEC+ contributing 400,000 barrels per day [1] Geopolitical Risks - The report highlights that geopolitical tensions, particularly the Israel-Iran conflict and the Russia-Ukraine situation, are significant factors influencing oil prices. The potential closure of the Strait of Hormuz, which accounts for about 25% of global oil transport, could have a major impact on the oil market [3] Investment Recommendations - The report suggests focusing on major Chinese oil companies ("Three Barrel Oil") and their associated oil service firms, as well as leading oil transportation companies [4]

活动中，中国石油河北销售公司员工纷纷加入献血队伍，他们中有首次献血的"小白"，也有多次献血的"老将"。"这是我第二次献血了，虽然每次被扎针都 捂着眼不敢看，甚至有想哭的感觉，但是看到血液缓缓流进血液袋，能够拯救更多人的生命时，感觉还是很自豪的。"石家庄和平东路第一加油站职工刘莎 表示。 "最令我骄傲的，是看到越来越多人主动挽起袖子说'我也想试试'。从一个人的热血冲动，到一群人的无悔坚守，每位献血者都如同一束光——传递的不仅 是血液，更是生命的希望；汇聚的不仅是力量，更是人间大爱。"石家庄市红十字无偿献血志愿服务大队副大队长刘根红说。 转自：新华财经 6月17日上午，一场主题为"热血守护·'油'爱同行"的公益活动在石家庄正式启幕。此次活动由中国石油河北销售公司与河北省血液中心携手发起，旨在将能 源服务与生命守护工程深度融合，让日常出行场所摇身一变，成为传递生命希望的人文驿站，为河北省社会公益事业注入全新活力，开启公益发展新征程。 为表达对献血者无私大爱的崇高敬意，中国石油河北销售公司特别推出暖心举措：无偿献血者在完成献血后，可领取河北省范围内的加油优惠。即日起，广 大献血者可通过"中油河北惠生活"微信小程序以及 ...

Core Insights - The 22nd World Brand Conference held on June 18 in Beijing revealed the 2025 "China's 500 Most Valuable Brands" report, with State Grid ranking first at a brand value of 715.26 billion RMB [1][4] - The total value of the top 500 brands reached 42.03 trillion RMB, an increase of 3.46 trillion RMB or 8.97% from the previous year, indicating a slowdown in growth [4][5] - The report highlights the importance of brand value as an intangible asset that significantly influences market value, especially for Chinese listed companies [4][18] Brand Rankings - The top five brands are: 1. State Grid - 7152.58 billion RMB 2. China Petroleum - 6056.26 billion RMB 3. Haier - 5735.17 billion RMB 4. Industrial and Commercial Bank of China - 5717.82 billion RMB 5. China Resources - 5325.36 billion RMB [2][4] - A total of 135 brands exceeded 100 billion RMB in value, an increase of 27 from the previous year, showcasing the prosperity of the Chinese brand economy [4] Historical Context - The entry threshold for the top 500 brands has risen from 5 million RMB in 2004 to 42.91 billion RMB in 2025, with the average brand value increasing from 49.43 million RMB to 840.53 million RMB over the same period [4][5] - The report has been published for 22 consecutive years, reflecting the rapid growth and increasing global influence of Chinese brands [4][18] Regional Distribution - Beijing leads with 92 brands, followed by Guangdong with 81, and both Shanghai and Shandong with 40 each [6] - The distribution indicates that strong profitability and central enterprise headquarters are concentrated in Beijing [4][6] Industry Representation - The report includes brands from 24 industries, with the food and beverage sector having the highest representation at 77 brands, accounting for 15.40% of the total [7] - Other notable sectors include light industry, building materials, and communication electronics [7] AI and Brand Strategy - The conference emphasized the role of artificial intelligence in enhancing brand strategy and digital supply chain management, with experts discussing its potential to improve customer experience and brand loyalty [9][10] - AI is seen as a key driver for sustainable development and operational efficiency, potentially reducing energy demand by over 4% annually by 2030 [10] Brand Value Distribution - In 2025, 17 brands are valued over 400 billion RMB, while 85 brands fall within the 1000 to 2000 billion RMB range, reflecting a diverse distribution of brand values [15] - The report indicates a slight decrease in the number of brands valued over 400 billion RMB compared to the previous year [15] Conclusion - The findings from the World Brand Conference highlight the growing significance of brand value in the Chinese economy, the impact of AI on brand strategies, and the evolving landscape of brand competition across various industries [1][4][9]

6月11日，在鄂尔多斯盆地的旷野中，靖**-**气井的气流声格外分明。 "井口管压稳定在3.2兆帕，配产4万方每天！"经过连续一周的密切"跟踪"，中国石油长庆油田第一采气厂作业八 区技术员邓豪终于露出欣慰的笑容。这标志着这口"病休"180天的气井通过带压修井技术重获新生，日产气量达到 3.86万立方米。 位于榆34井组的靖**-**井是该厂的主力生产井，已持续稳定产气5年，冬季保供期间日配产最高达8万立方米。 2024年9月，在例行更换井下节流器作业时突发故障，打捞工具在1500米深处遇阻，多次打捞失败，导致采气通道 堵塞无法正常生产，遗憾缺席了2024-2025年冬季保供任务。 面对这一棘手难题，第一采气厂长停井复产专项治理专班迅速集结精锐力量，由井下作业科、地质研究所、采气 工艺研究所、作业区技术骨干组成攻坚团队，专攻带压修井，确保疑难井治理后"重生返岗"。 "常规的钢丝提捞技术尝试多次都无功而返，我们得上带压修井技术处理节流器。"该厂井下作业部科员侯轶说 到。鉴于前期使用钢丝提捞、疑难节流器打捞，均未取得良好的实施效果，技术团队及时转变思路采用带压修井 工艺，通过油管双桥塞封堵内压控制、安全防喷器和工作 ...