Group 1 - The core viewpoint of the news is that the Brent crude oil price reached $67 per barrel in January, the highest since September 2025, driven by global supply disruptions and tensions in Iran. However, prices are expected to decline in 2026 and 2027 due to rising global oil production exceeding demand, with forecasts of $58 and $53 per barrel respectively for those years [1] - The EIA's report indicates that global oil inventories are projected to continue increasing until 2027, suggesting a bearish outlook for oil prices in the medium term [1] - Regional factors remain a significant driver in the current oil market, with potential for unexpected price increases if geopolitical issues in Iran escalate beyond expectations [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include major companies such as China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2] - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies related to the oil and gas industry on the Shanghai and Shenzhen stock exchanges [1][2] - The Penghua Oil ETF (159697) closely tracks the National Petroleum and Natural Gas Index and has shown a recent increase of 0.74%, indicating positive market sentiment [1]

往往是那在废墟旁轰鸣的流动加油车，或是积水中依然亮着灯光的加油站便利店。近日，随着2025年度相关总结报告的出 炉，一组关于中国石油销售企业在过去一年抗击自然灾害的数据与故事震动了业界。面对夏季台风、北方极值暴雨以及突 发地震的严峻考验，这支能源"铁军"用实际行动回答了一个命题：在供应链面临断裂风险的特殊时期，央企如何通过其庞 大的毛细血管网络，撑起保障民生与救援的"顶梁柱"。 在狂风暴雨切断电力与道路的至暗时刻，除了救援队的橙色身影，还有什么能给受灾群众带来最大的安全感？ 02 迎"风"而战：台风眼下的"逆行者" 如果说抗洪是持久战，那么抗击台风则是一场必须精准预判的闪电战。2025年秋季，强台风接连登陆东南沿海，狂风不仅 威胁着加油站罩棚的安全，更对整个沿海能源供应链发起了冲击。 "台风登陆前抢满库存，台风过境后并在第一时间复工。"这是销售企业定下的铁律。在广东、福建等地，中国石油销售企 业利用大数据系统，精准预测台风路径，抢在风雨到来前48小时完成了沿海重点库站的满库补给。在台风肆虐的深夜，无 数党员突击队队员顶风冒雨加固设备、清理倒伏树木。 01 闻"汛"而动：暴雨孤岛中的"生命补给线" 回望2025 ...

Core Insights - The article highlights the comprehensive efforts of China Petroleum Jiangsu Sales Company to ensure energy supply and enhance customer service during the Spring Festival travel peak, emphasizing the importance of both energy security and customer experience [1][2][4][6]. Group 1: Energy Supply Assurance - The company has ensured that gasoline supply meets the increased demand during the Spring Festival, maintaining overall inventory levels above a 15-day safety threshold [2]. - A logistics network has been established with 196 vehicles operating around the clock to facilitate efficient fuel distribution [2]. - The company has implemented dynamic inventory monitoring and increased equipment inspection frequency to ensure sufficient fuel supply at key locations [2]. Group 2: Customer Service Enhancements - The company has upgraded service stations to provide a range of amenities, including hot ginger tea, snacks, and emergency supplies, enhancing the travel experience for customers [4]. - Service stations have been equipped with "love service desks" offering route consultations, mobile charging, and emergency medical supplies, along with optimized refueling processes to reduce average wait times to 3 minutes [4]. - A comprehensive support system for electric vehicle owners has been established, featuring fast charging solutions that reduce charging times to 20-30 minutes [4]. Group 3: Targeted Marketing Initiatives - From February 2 to March 6, the company is conducting targeted marketing campaigns at highway service stations, offering energy packages that include fuel and non-fuel vouchers to meet the needs of travelers [6]. - The establishment of "Spring Festival Rest Stations" at all service points provides essential services, while a curated selection of 71 traditional goods is available at a marketplace to cater to travelers' needs [6]. - The company has created dedicated spaces for truck drivers, offering amenities such as parking, dining, and accommodation, along with 24-hour hot showers and laundry services [6].

Group 1 - The core viewpoint of the article highlights the performance of the Oil ETF (561360), which rose by 1.24% to 1.473 yuan with a trading volume of 177 million yuan as of the midday close [1] - Major holdings in the Oil ETF include China National Petroleum, which increased by 0.56%, China National Offshore Oil Corporation up by 0.52%, and Sinopec up by 0.31% [1] - The Oil ETF's performance benchmark is the CSI Oil and Gas Industry Index return, managed by Guotai Fund Management Company, with a return of 45.33% since its establishment on October 23, 2023, and a return of 14.42% over the past month [1] Group 2 - Notable stock performances within the ETF include Henglian Petrochemical rising by 6.29%, Rongsheng Petrochemical increasing by 4.38%, and Intercontinental Oil and Gas up by 3.61%, while China Merchants Energy fell by 1.54% and COSCO Shipping Energy dropped by 0.53% [1]

Group 1 - The U.S. Energy Information Administration (EIA) reported a 3% decrease in natural gas production due to severe cold weather from December to January, with expectations that production will largely recover by February [1] - Cold weather in January led to a reduction of 320,000 barrels per day in U.S. oil production [1] - Huatai Securities suggests that the "oil-for-tariff" agreement between the U.S. and India may further reduce India's imports of Russian oil, maintaining high discount levels for Russian oil, which, combined with the potential appreciation of the Renminbi, could enhance China's crude oil procurement cost advantages [1] Group 2 - As of February 11, 2026, the National Petroleum and Natural Gas Index (399439) increased by 0.89%, with notable gains in component stocks such as Man Oil (up 6.93%), Intercontinental Oil and Gas (up 4.17%), and CNOOC Engineering (up 3.99%) [1] - The Petroleum ETF Penghua (159697) rose by 0.74%, marking its fourth consecutive increase, with the latest price reported at 1.36 yuan [1] - The National Petroleum and Natural Gas Index reflects the price changes of publicly listed companies related to the oil and gas industry on the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 66.76% of the index [1]

Group 1 - The core viewpoint of the articles highlights the strong performance of cyclical sectors such as petrochemicals, precious metals, and agriculture, with the Petrochemical ETF (159731) rising by 2.35% and individual stocks like Tongkun Co. and Xin Fengming increasing by 7.06% and 6.96% respectively [1] - The Petrochemical ETF has seen continuous net inflows over the past four days, totaling 76.6445 million, with its latest share count reaching 1.768 billion and total assets hitting 1.805 billion, both marking all-time highs since inception [1] - Huazhang Securities notes that lithium prices are experiencing a high-level decline, while demand in the energy storage sector is exceeding expectations, leading to a recovery in the lithium battery industry and a shift in market sentiment regarding lithium demand [1] Group 2 - The Petrochemical ETF (159731) closely tracks the CSI Petrochemical Industry Index, benefiting from both basic chemicals and oil & petrochemical sectors, and includes high dividend and high growth assets [2] - Key weighted stocks in the ETF include Wanhua Chemical (global MDI leader), China Petroleum (domestic oil and gas leader), China Petrochemical (domestic refining leader), and Salt Lake Potash (domestic potassium fertilizer leader) [2] - The table lists the performance and weight of key stocks within the ETF, with Wanhua Chemical showing a rise of 3.72% and holding a weight of 10.61% [4]

证券之星消息，根据天眼查APP数据显示中国石油（601857）新获得一项发明专利授权，专利名为"一 种制备低硫燃料油的方法及系统"，专利申请号为CN202210939161.1，授权日为2026年2月10日。 专利摘要：本发明公开了一种制备低硫燃料油的方法及系统。所述方法包括：将劣质重油、催化剂与氢 气进行混合，得到第一混合产物，对第一混合产物进行浅度加氢裂化反应，将浅度加氢裂化反应后所得 产品进行气液分离；将气液分离后的液相产品与复合絮凝剂进行混合，得到第二混合产物，将第二混合 产物进行连续沉积，得到溢流物料和底流物料；对溢流物料进行加氢脱硫处理，制备出低硫燃料油；本 发明对劣质重油进行浅度加氢裂化反应，控制反应深度，避免生焦；并加入复合絮凝剂，使沥青质等生 焦前驱体在加氢脱硫前分离，提高了溢流组分的原料适应性，且制备的低硫燃料油稳定性高、含硫量 低。 通过天眼查大数据分析，中国石油天然气股份有限公司共对外投资了1298家企业，参与招投标项目443 次；财产线索方面有商标信息105条，专利信息48442条；此外企业还拥有行政许可168个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法 ...

Core Viewpoint - The company Jiangsu Shengji Investment Holdings Co., Ltd., a wholly-owned subsidiary of GaoYa Optical (00907), has been identified as a candidate for the second bid section in the China National Petroleum Corporation (CNPC) Liaoning Sales Company's 2026 Phase I Non-Oil Commodity Supplier Access Project, marking a significant opportunity for the company in the retail sector [1][2]. Group 1 - Jiangsu Shengji has been confirmed as a candidate for the second bid section, which includes the supply of sunglasses among other daily consumer goods [1]. - The qualification as a candidate allows Jiangsu Shengji to become a supplier for CNPC's Liaoning Sales, which is a crucial retail channel for the company's core product, sunglasses [2]. - The supplier access qualification is valid until December 31, 2028, with subsequent cooperation subject to annual supplier assessments and contract negotiations [1]. Group 2 - The board views this achievement as a formal recognition of the quality and competitiveness of the company's sunglasses and other eyewear products through a public and competitive process [2]. - This development opens a significant retail pipeline for the company's main business and aligns with its strategy to expand the sales network for eyewear products [2]. - Success in the Liaoning division may serve as a reference for other CNPC regional divisions, establishing a foundation for future participation in similar supplier access projects [2].

Core Viewpoint - The company, GaoYa Optical, has been selected as a candidate for the second section of a tender project by China National Petroleum Corporation (CNPC) for non-oil product suppliers in Liaoning Province, marking a significant opportunity for the company to supply sunglasses and other daily goods [1][2]. Group 1 - Jiangsu Shengji Investment Holding Co., Ltd., a wholly-owned subsidiary of GaoYa Optical, has been identified as a candidate for the tender project, which includes the supply of sunglasses [1]. - The qualification as a candidate will allow Jiangsu Shengji to become a supplier for CNPC's non-oil products, with a validity period until December 31, 2028, subject to annual assessments and contract negotiations [1]. Group 2 - The board of directors views this achievement as a formal recognition of the quality and competitiveness of the company's sunglasses and optical products through a competitive bidding process [2]. - This development opens a significant retail channel for the company's core product, sunglasses, by allowing access to CNPC's extensive network of convenience stores at gas stations in Liaoning Province [2]. - Success in this tender not only represents an independent business achievement but also lays a foundation for future participation in similar supplier qualification projects across other CNPC regional branches, showcasing the replicability and expansion potential of the company's products and business model [2].

Group 1 - The company Jiangsu Shengji Investment Holdings has been selected as a candidate for the second section of the non-oil commodity supplier qualification project by China National Petroleum Corporation (CNPC) in Liaoning Province, with the announcement made on February 6, 2026 [1] - The project allows Jiangsu Shengji to supply various consumer goods, including sunglasses, marking a significant opportunity for the company to enter CNPC's extensive retail network at gas station convenience stores [2] - The qualification as a candidate not only represents an independent business achievement but also lays a foundation for the company to participate in similar supplier qualification projects across other regions of CNPC, showcasing the replicability and expansion potential of the company's products and business model [2] Group 2 - The board views this achievement as a formal recognition of the quality and competitiveness of the company's sunglasses and eyewear products through a public and competitive process [2] - This development aligns with the company's strategy to expand its sales network for eyewear products, opening up a significant retail channel [2]