中国石油化工股份回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.11.24 | 405.40 | 4.450 | 4.370 | 1778.61 | | 2025.11.21 | 825.00 | 4.560 | 4.420 | 3677.77 | | 2025.11.20 | 800.00 | 4.600 | 4.550 | 3658.40 | | 2025.11.19 | 609.20 | 4.640 | 4.440 | 2775.64 | | 2025.11.18 | 553.20 | 4.480 | 4.420 | 2453.55 | | 2025.11.17 | 378.80 | 4.440 | 4.390 | 1673.84 | | 2025.11.14 | 674.00 | 4.450 | 4.400 | 2982.11 | | 2025.11.13 | 346.80 | 4.450 | 4.390 | 1530.39 | | 2025.11.12 ...

Market Overview - The Shanghai Composite Index rose by 0.05% on November 24, with 19 sectors experiencing gains, led by defense and military industry (up 4.31%) and media (up 3.49%) [1] - The oil and petrochemical sector saw the largest decline, down 1.21%, followed by coal, which fell by 1.09% [1] Capital Flow - The main capital outflow from both markets totaled 10.192 billion yuan, with 11 sectors seeing net inflows [1] - The defense and military sector had the highest net inflow of 5.466 billion yuan, while the media sector followed with 2.542 billion yuan [1] - The electronic sector experienced the largest net outflow, totaling 6.708 billion yuan, followed by the power equipment sector with 2.087 billion yuan [1] Oil and Petrochemical Sector Analysis - The oil and petrochemical sector experienced a decline of 1.21%, with a net capital outflow of 530 million yuan [2] - Out of 47 stocks in this sector, 24 rose, including one that hit the daily limit, while 20 fell [2] - The top net inflow stocks included Rongsheng Petrochemical (43.186 million yuan), Huibo Technology (31.2136 million yuan), and Bomaike (25.2525 million yuan) [2] Individual Stock Performance - Major stocks with significant net outflows included China Petroleum (-2.49%, -316.2775 million yuan), China National Offshore Oil Corporation (-3.15%, -157.0026 million yuan), and Guanghui Energy (-0.59%, -42.7184 million yuan) [3][4] - Stocks with notable gains included Bomaike (up 10.01%, 25.2525 million yuan) and Huibo Technology (up 2.65%, 31.2136 million yuan) [4]

Core Viewpoint - The ongoing drone attacks by Ukraine on Russian energy infrastructure have significantly impacted Russia's refining capacity, leading to a surge in global oil product prices and creating new opportunities for China's oil product exports and sulfur industry [1][4][10]. Group 1: Impact on Russian Refining Capacity - Since November 2025, Ukraine has conducted multiple drone strikes targeting key Russian refineries, including Ryazan, Samara, and Volgograd, resulting in a 6% decrease in overall Russian refining output [1]. - The Ryazan refinery, one of Russia's four major refineries with an annual processing capacity of 13.1 million tons (340,000 barrels per day), suffered damage to its distillation units and fuel storage tanks [1]. - The Volgograd refinery, with an annual capacity of 15.7 million tons, has faced multiple shutdowns due to these attacks, further exacerbating the decline in Russian refining capacity [1]. Group 2: Global Oil Product Price Surge - The reduction in Russian refining capacity has led to a significant increase in overseas oil product crack spreads, with the 3-2-1 crack spread reaching $32.13 per barrel, the highest level since March 2024, reflecting a more than 30% increase from October's average [2]. - Diesel prices have seen the most substantial rise among oil products, indicating a high-profit cycle for the refining industry [2]. Group 3: Sulfur Market Dynamics - The attacks have also disrupted sulfur production, as Russia is the second-largest sulfur producer globally, accounting for 15%-20% of the world's supply [4]. - Domestic sulfur prices have surged, with the port spot index reaching 3,990 yuan per ton in late November, marking an increase of over 1,000 yuan per ton in just over a month and a rise of approximately 2,500 yuan per ton since the beginning of the year [4]. - Forecasts suggest that sulfur prices may exceed 5,000 yuan per ton in 2026 due to a tight supply-demand balance [4]. Group 4: Opportunities for Chinese Companies - The international supply gap has created a favorable window for China's oil product exports, with a total export quota of 40.195 million tons for 2025 [7]. - Major state-owned enterprises dominate China's oil product export market, with Sinopec and PetroChina holding significant shares [7]. - The sulfur industry in China is experiencing a dual benefit of rising prices and increasing demand, particularly due to the growth in the new energy sector and solid-state battery technology [7][8]. Group 5: Market Position of Leading Companies - China's total sulfur production capacity is approximately 16.8 million tons per year, with Sinopec, PetroChina, and Rongsheng Petrochemical being the top three producers, collectively holding over 70% of the market share [8][10]. - A price increase of 100 yuan in sulfur can lead to significant profit gains for leading companies, indicating a positive outlook for profitability in the current high-demand environment [8].

Core Points - The price of gasoline and diesel in Harbin will be adjusted starting from November 25, with specific reductions announced for various fuel types [1][2] Price Adjustments - The price of 92-octane gasoline will decrease by 0.05 yuan per liter, from 6.96 yuan to 6.91 yuan [2] - The price of 95-octane gasoline will decrease by 0.06 yuan per liter, now priced at 7.37 yuan [2] - The price of 98-octane gasoline will decrease by 0.07 yuan per liter, now priced at 8.36 yuan [2] - The price of 0 diesel will decrease by 0.05 yuan per liter, now priced at 6.38 yuan [2] - The price of -35 diesel will decrease by 0.06 yuan per liter, now priced at 7.32 yuan [2]

于同日，注销8934.95万股已回购股份。 智通财经APP讯，中国石油化工股份(00386)发布公告，该公司于2025年11月24日斥资1778.61万港元回 购405.4万股股份，每股回购价格为4.37-4.45港元。 ...

格隆汇11月24日丨中国石油化工股份(00386.HK)发布公告，2025年11月24日耗资1779万港元回购405.4 万股，回购价格每股4.37-4.45港元。 ...

Core Insights - The shale gas sector experienced a decline of 2.11% on November 24, with China National Petroleum Corporation (CNPC) leading the losses [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Shale Gas Sector Performance - Notable gainers in the shale gas sector included: - Bomaike (603727) with a closing price of 15.17, up 10.01% on a trading volume of 124,200 shares and a transaction value of 183 million [1] - Changjiang Materials (001296) closed at 28.06, up 10.00% with a trading volume of 229,500 shares and a transaction value of 609 million [1] - Beiken Energy (002828) closed at 11.36, up 4.22% with a trading volume of 195,200 shares and a transaction value of 220 million [1] Capital Flow Analysis - The shale gas sector saw a net outflow of 505 million from institutional investors, while retail investors contributed a net inflow of 425 million [2] - The table of capital flow indicates that: - Huibo Yin (002554) had a net inflow of 36.17 million from institutional investors, but a net outflow of 61.32 million from retail investors [3] - Bomaike (603727) experienced a net inflow of 25.46 million from institutional investors, with retail investors showing a net outflow of 14.94 million [3]

证券之星消息，11月24日可燃冰板块较上一交易日下跌2.06%，中国石油领跌。当日上证指数报收于 3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。可燃冰板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002828 | 贝肯能源 | 11.36 | 4.22% | 19.52万 | 2.20亿 | | 603800 | 洪田股份 | 44.02 | 4.04% | 3.09万 | 1.34亿 | | 300667 | 必创科技 | 15.81 | 3.88% | 5.51万 | 8595.87万 | | 002554 | 惠博音 | 3.49 | 2.65% | 75.20万 | 2.64亿 | | 002171 | 楚江新材 | 11.04 | 2.32% | 50.16万 | 5.50亿 | | 300157 | 新锦动力 | 4.95 | 2.06% | 45.23万 | 2.21亿 | | 002278 | 神开股份 | 11.01 | ...

Market Overview - The refining and trading sector experienced a decline of 2.15% on November 24, with Heshun Petroleum leading the drop [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Compton (603798) with a closing price of 15.16, up 4.84% [1] - Unified Shares (600506) at 26.35, up 3.09% [1] - Runbei Aerospace (001316) at 33.89, up 3.01% [1] - Major decliners included: - Heshun Petroleum (603353) at 29.01, down 5.17% [2] - Rongsheng Petrochemical (002493) at 9.52, down 2.96% [2] - China Petroleum (601857) at 9.78, down 2.49% [2] Capital Flow - The refining and trading sector saw a net outflow of 449 million yuan from main funds, while retail funds had a net inflow of 262 million yuan [2] - The following stocks had significant capital flows: - Rongsheng Petrochemical had a main fund net inflow of 42.31 million yuan, but retail funds saw a net outflow of 22.34 million yuan [3] - Compton had a main fund net inflow of 7.05 million yuan, with retail funds experiencing a net outflow of 9.01 million yuan [3]

Core Viewpoint - The article announces the completion of the 2025 annual application and review process for key laboratories in the autonomous region, proposing the recognition of 30 key laboratories for public notice [2]. Summary by Sections Announcement of Key Laboratories - The article states that according to the "Management Measures for Key Laboratories in the Autonomous Region" (New Science Regulation [2021] No. 5), the review work for the 2025 annual key laboratories has been completed, with 30 laboratories proposed for recognition [2][4]. Public Notice Period - A public notice period of 5 working days is established from November 21 to November 27, during which any objections to the proposed laboratories can be submitted to the Autonomous Region Science and Technology Department [2]. Contact Information - Contact details for the laboratory work department and the technology supervision and integrity construction department are provided, including phone numbers and a mailing address in Urumqi [3]. List of Proposed Key Laboratories - A detailed list of the 30 proposed key laboratories is included, with names and affiliated institutions, such as: - Xinjiang Agricultural By-products High-Value Utilization Key Laboratory - Xinjiang Agricultural University - Xinjiang Functional Agricultural Bio-manufacturing Key Laboratory - Kizilsu Vocational Technical College - Xinjiang Animal Clinical Medicine Research Key Laboratory - Xinjiang Agricultural University - Xinjiang Environmental Pollution Control and Resource Utilization Key Laboratory - Xinjiang University - Xinjiang Women's Reproductive System Disease Precision Diagnosis and Transformation Research Key Laboratory - Xinjiang Uygur Autonomous Region People's Hospital [5].