8月8日消息，近日，国务院国资委公布2024年度中央企业对标世界一流企业价值创造行动考核结果，中 国石油再次获评A级。自2023年度该考核实施以来，中国石油已连续两次获评A级。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近年来，中国石油聚焦提升增加值、功能价值、经济增加值、战略性新兴产业收入和增加值占比、品牌 价值等"五个价值"，统筹推进价值创造行动与生产经营管理重点工作，价值创造行动取得明显成效。国 内油气勘探新获一批重大发现和重要突破，油气当量产量持续增长，加快产业转型升级步伐，在深地钻 探、"数智石油"建设等领域取得多项进展。 责任编辑：杨赐 特别是在实现油价同比下降的情况下，中国石油的经营业绩连续3年创历史新高。（刘丽丽） ...

Overview - Metallocene polyethylene (mPE) is recognized for its narrow molecular weight distribution, regular molecular structure, high mechanical strength, excellent optical properties, and good processing stability, earning it the nickname "soft gold" in the polyolefin sector [1][16] - The demand for high-performance materials, particularly in packaging, agricultural films, and pipes, has been increasing in China due to economic growth and rising living standards. The apparent consumption of mPE in China is projected to reach approximately 3 million tons in 2024, with imports hitting 2.72 million tons, resulting in a high import dependency of 90.67% [1][16] Industry Background - The production of mPE is supported by national policies aimed at developing new materials, with the "Production of Metallocene Polyethylene and Other Special Polyolefins" listed as a key development area in the "Industrial Structure Adjustment Directory (2024)" [8] - Continuous advancements in production technology and catalyst development have allowed domestic companies to narrow the gap with international standards [8] Industry Chain - The upstream of the mPE industry includes suppliers of raw materials like ethylene and propylene, as well as suppliers of catalysts, antioxidants, stabilizers, and production equipment. The midstream involves the production and processing of mPE, while the downstream encompasses various application markets, including food packaging films, stretch films, and pipes [12] Consumption Structure - Food packaging films represent the largest consumption market for mPE in China, accounting for 29.4% of total consumption, followed by stretch films and greenhouse films at approximately 19% and 18.6%, respectively [14] Competitive Landscape - The mPE production technology is complex, and China has historically relied heavily on imports. Major suppliers include ExxonMobil (40% market share), Dow Chemical (30%), and Mitsui Chemicals (13%) [18] - Domestic producers include Sinopec, PetroChina, and Shenyang Chemical, with a projected total production of about 350,000 tons in 2024. Sinopec is expected to account for 30% and PetroChina for 65% of this production [20] - There are currently seven mPE projects under construction in China, with a combined designed capacity exceeding 3.7 million tons, which is expected to alter the domestic supply landscape and reduce import dependency [20] Development Trends - The number of mPE projects under construction indicates a future increase in production capacity, which will help reduce import reliance and enhance domestic competitiveness. The industry is also moving towards green production and recycling, with a focus on energy conservation and sustainable product design [22]

天然气发电项目要发挥顶峰兜底作用，气源供应是关键。记者从中国石油西南油气田公司获悉，6 个天然气发电项目已投运装机规模741万千瓦，该公司承担气源供应，日高峰供气量达2000万立方 米。 本报讯（陈晓霞 四川日报全媒体记者 李欣忆）8月5日，四川电网最大用电负荷攀升至7418.6万千 瓦，较去年最高负荷增长约7%，是今年入夏以来第四次刷新历史纪录。 当前正值迎峰保电关键期，作为顶峰兜底的主力军，四川已投运的6个天然气发电项目正火力全 开，全力发挥调峰作用，力保四川电网运行平稳安全。 四川盆地天然气资源量和产量均居全国第一位，发展天然气发电有得天独厚的优势。近年来，四 川加快在负荷中心、天然气主产区布局一批调峰气电项目和应急保障电源，增强顶峰兜底能 力。"十四五"期间新增核准调峰气电项目9个，已开工建设8个，其中6个投运。 按照省能源局实际安排调峰气电发电计划测算出的用气需求，中国石油在资阳、广元气电项目基 础上，增加泸州、内江、达州二期项目的气源供应，巴中气电项目已纳入年度投产计划。预计到 今年年底，中国石油将为四川6个调峰电厂落实增量资源超17亿立方米。 ...

Group 1 - On August 7, China Petroleum had a financing buy-in amount of 0.30 billion yuan, ranking 648th in the two markets, with a financing repayment amount of 0.69 billion yuan, resulting in a net sell of 38.25 million yuan [1] - Over the last three trading days from August 5 to August 7, China Petroleum received financing buy-ins of 0.40 billion yuan, 0.33 billion yuan, and 0.30 billion yuan respectively [1] Group 2 - On the same day, the short selling amounted to 17,800 shares, with a net sell of 17,300 shares [2]

8月5日，中国石油天然气股份有限公司天然气销售浙江公司(以下简称"中石油天然气销售浙江公司")召 开2025年年中高质量发展推进会。 会议部署了六个方面重点工作：一是狠抓纪律作风，着力党建引领，千方百计为高质量发展护航；二是 强化责任落实，锚定QHSE提质，千方百计守牢安全底线；三是聚焦主责主业，奋力拓展市场，千方百 计打造现代营销体系；四是着力创新驱动，多能融合发展，千方百计打造绿色综合能源供应体系；五是 坚持问题导向，坚决治亏扭亏，千方百计改善经营管理；六是优化体制机制，防范化解风险，千方百计 适应高质量发展新需要。 会议还报告了中石油天然气销售浙江公司依法合规治企工作，通报了城镇燃气管道"带病运行"专项治理 和安全生产治本攻坚三年行动工作情况。(刘佳奇) 会上，中石油天然气销售浙江公司党委书记、执行董事作了题为《牢记"三个务必" 深刻践行"四千精 神" 以新质生产力赋能浙江公司高质量发展》的主题报告。公司党委副书记、总经理主持会议并传达集 团公司2025年年中工作会议精神、天然气销售系统2025年高质量发展研讨会精神。 上半年，中石油天然气销售浙江公司实现了党的建设、市场营销、安全生产、经营管理等各项工 ...

新疆吐鲁番地区，位于火焰山下的吐哈油田是世界海拔最低超深稠油油田。 在四川盆地，西南油气田公司日高峰供气量达到2000万立方米，为川渝两地天然气发电项目顶峰兜底助力。在宁夏海原，烈 日炙烤着戈壁，国家骨干天然气管道西气东输三线中段工程正加速推进。 央视网消息：今天是立秋节气，不过，现在仍然处于三伏天的中伏，暑热并没有立即结束。高温天气下，能源需求也持续保 持高位。从内陆的油田到深海中的气田、从戈壁管道到沿海枢纽，高温中的能源保供是如何进行的？跟着记者去看看。 中国石油吐哈油田鲁克沁采油管理区执行董事 邹成林：这里的极热天气在为油田生产带来挑战的同时，也为稠油生产节能降 耗带来了机遇。我们巧妙利用地热替代原有的地面加热流程， 在有效提原油脱水效率的同时，年减少用电1700万度以上。 国家管网集团西北公司银川分公司海原作业区主任 王刚： 我们动态调整高温时段施工计划，确保新建设备调试工作正常进 行，全力以赴保障西气东输三线中段工程如期建成投产。 在大庆油田， 面对高温烤验，油田采用无人机和鹰眼雷达24小时轮班巡检，确保安全生产。 大庆油田采油三厂第三作业区注采302班副班长 李德好：我们提前清理高压注水电机，帮冷 ...

来源：金融界 8月7日，石油行业上涨0.27%，今日主力资金流出2.81亿元，成分股14只上涨，5只下跌。 主力资金净流出居前的分别为中国海油（1.05亿元）、广汇能源（5715.07万元）、*ST新潮（3445.14万 元）、中国石油（3064.39万元）、东华能源（1466.1万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1000819岳阳兴长16.352.251436.66万元8.57%2600759 洲际油气2.4-0.41948.30万元3.67%3000059华锦股份5.350.19486.29万元4.2%4000637茂化实华 4.260.95126.43万元2.85%5603353和顺石油16.820.54-3.21万元-0.07%6600028中国石化5.730.35-25.09万 元-0.04%7300839博汇股份12.630.96-505.12万元-5.44%8002778中晟高科18.21-0.38-553.51万 元-9.54%9000159国际实业5.740.53-555.27万元-7.94%10600688上海石化2.870.0-568.79万元-7.87% ...

来源：金融界 融券方面，当日融券卖出12.30万股，净卖出10.56万股。 8月6日，沪深两融数据显示，中国石油获融资买入额0.33亿元，居两市第597位，当日融资偿还额0.46亿 元，净卖出1322.62万元。 最近三个交易日，4日-6日，中国石油分别获融资买入0.67亿元、0.40亿元、0.33亿元。 ...

Core Viewpoint - Changjiang Energy Technology Co., Ltd. (Changjiang Nengke) has successfully passed the listing review on the Beijing Stock Exchange, focusing on the sustainability of its performance and compliance with revenue recognition [1] Company Overview - Changjiang Nengke is based in Yangzhong City, Jiangsu Province, and is primarily controlled by Liu Jianchun and Liu Jiacheng, who together hold 88.03% of the shares [1] - The company specializes in the design, research and development, manufacturing, and service of energy chemical equipment, with key products including electric脱设备, separation equipment, and heat exchange equipment [1] - Major clients include large state-owned enterprises such as China National Petroleum Corporation and China Petroleum & Chemical Corporation [1] Market Position - From 2021 to 2023, Changjiang Nengke held the largest market share in the electric脱设备 sector in China, with revenue from electric脱设备 accounting for over 55% during the reporting period [2] - The overall market for petroleum refining and petrochemical equipment grew from 484.9 billion yuan in 2018 to 715.1 billion yuan in 2023, with a compound annual growth rate of 8.08%, expected to reach 979.2 billion yuan by 2028 [1] Financial Performance - The company's revenue for the reporting period was approximately 219 million yuan, 348 million yuan, and 314 million yuan, with net profits of approximately 40.68 million yuan, 40.85 million yuan, and 49.16 million yuan respectively [4] - The gross profit margin showed fluctuations, recorded at 47.77%, 32.36%, and 41.11% over the same period, influenced by market competition and material costs [4] Future Projections - For the first half of 2025, the company anticipates a slight decline in revenue to 126 million yuan, while net profit is expected to rise to 18.93 million yuan, driven by high-margin electric脱设备 projects [6] IPO and Fundraising - The company plans to raise 160 million yuan through its IPO, which will be allocated to projects including the production of heavy special materials and the establishment of a research center [9][10]

产能扩张步伐加快 7月，纯苯期货和期权在大连商品交易所正式挂牌上市，我国纯苯市场迎来了重要金融工具。业内人士 表示，稳定市场工具箱的丰富，将为规模化行业的可持续发展提供技术支撑。未来随着产能加速扩张、 供需趋向平衡以及市场主导权增强，我国纯苯行业或将步入由大至强的转型发展期。 据隆众资讯数据统计，2007年以来国内纯苯产能呈现快速增长态势，2007年国内纯苯有效产能不足500 万吨，2015年突破1000万吨，2019年达到1500万吨，此后投产速度加快，2024年国内纯苯产能达3234万 吨，产量为2513万吨，占全球产量的39%；表观消费量为2926万吨，占全球消费量的43%；进口量为 431万吨，对外依存度为15%；贸易量为1340万吨，商品化率约53%。 河南省石油和化学工业协会相关负责人表示，从数据来看，近年来我国纯苯行业产能扩张明显，步伐在 加快，除了"三桶油"的大炼化新增项目不断投产，民营炼化产能也在集中释放。2023—2025年民营炼化 新增产能超800万吨，推动国内自给率升至90%。在全球化工产业格局中，我国纯苯市场已成为全球产 能、消费与进口规模最大的市场。 供需长期趋向平衡 业内人士表示 ...