每经AI快讯，中国石油（SH 601857，收盘价：9.1元）10月30日晚间发布公告称，公司审议并通过了 《关于聘任公司高级副总裁的议案》，董事会同意聘任宋大勇先生担任公司高级副总裁，任期与第九届 董事会任期一致。 （记者 曾健辉） 2025年1至6月份，中国石油的营业收入构成为：销售占比79.76%，炼油与化工占比38.05%，勘探与生 产占比28.49%，天然气与管道占比21.24%，其他业务占比2.03%。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ 截至发稿，中国石油市值为16655亿元。 ...

Core Viewpoint - The overall performance of A-share listed companies shows a positive recovery trend in the first three quarters of 2025, with significant improvements in various industries and a notable increase in net profit growth in the third quarter [1][4][6]. Performance Overview - In the first three quarters of 2025, A-share companies reported a total revenue of 53.41 trillion yuan, a year-on-year increase of 1.20%, and a net profit attributable to shareholders of 4.70 trillion yuan, up 5.34% year-on-year [1][4]. - The net profit growth rate in the third quarter reached 11.30%, a significant rebound of 10.19 percentage points compared to the second quarter [1][14]. - More than 50% of listed companies achieved positive net profit growth, with 2,918 companies reporting positive growth, accounting for 54% [1][44]. Industry Performance - The net profit growth rates for the steel, software and services, and semiconductor industries were particularly strong, at 402.0%, 121.6%, and 46.6% respectively [1][37]. - The growth rate for the ChiNext board was the highest among all boards, with a net profit growth rate of 16.78% in the first three quarters of 2025 [1][28]. Quarterly Performance Trends - The overall revenue growth rate for A-shares in the third quarter of 2025 was 3.59%, an increase of 3.29 percentage points from the second quarter [12]. - The net profit growth rate for A-shares in the third quarter was 11.30%, with non-financial and non-oil and gas sectors showing growth rates of 4.39% and 3.87% respectively [14]. Profitability Trends - The overall sales net profit margin for A-shares was 8.15%, an increase of 0.25 percentage points compared to the first half of 2025 [17]. - The return on equity (ROE) for A-shares was 7.87%, up 0.12 percentage points from the first half of 2025 [19]. Dividend Trends - A total of 218 companies disclosed cash dividend plans or proposals, with a total dividend amount of 46.6 billion yuan [2][25]. Industry Revenue Growth - The semiconductor and hardware equipment industries had the fastest revenue growth rates at 20.9% and 16.8% respectively, with several other industries also showing growth rates above 7% [34][35]. Major Index Performance - The net profit growth rates for major indices such as the Shanghai 50 and CSI 300 were 3.80% and 6.46%, respectively, indicating a significant recovery in profitability [31]. Individual Company Performance - The top three companies by revenue in the first three quarters were China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China State Construction Engineering Corporation, with revenues exceeding 1.5 trillion yuan each [46]. - In terms of net profit, the top four companies were all from the financial sector, with Industrial and Commercial Bank of China leading at 269.9 billion yuan [50].

Core Viewpoint - China National Petroleum Corporation (CNPC) is the largest oil and gas producer and seller in China, with a comprehensive business model covering exploration, development, and new energy, showcasing unique advantages in the entire industry chain [1] Group 1: Business Overview - CNPC was established on November 5, 1999, and was listed on the Shanghai Stock Exchange on November 5, 2007, with its headquarters in Beijing [1] - The main business segments include exploration and development of crude oil and natural gas, refining and sales of oil products, and natural gas transportation and sales [1] Group 2: Financial Performance - As of Q3 2025, CNPC reported revenue of 2,169.256 billion yuan, ranking first in the industry, significantly higher than the industry average of 493.904 billion yuan and the median of 88.024 billion yuan [2] - The net profit for the same period was 140.114 billion yuan, also the highest in the industry, far exceeding the second-ranked Sinopec's 34.033 billion yuan [2] Group 3: Financial Ratios - CNPC's debt-to-asset ratio as of Q3 2025 was 38.38%, lower than the previous year's 39.54% and significantly below the industry average of 62.74%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 21.09%, slightly down from 21.57% year-on-year but still above the industry average of 13.42%, reflecting robust profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 4.52% to 498,800, while the average number of circulating A-shares held per shareholder decreased by 4.33% to 324,600 [5] - Major shareholders include China Securities Finance Corporation and Hong Kong Central Clearing Limited, with notable changes in their holdings [5] Group 5: Future Outlook - According to Everbright Securities, CNPC's long-term strategy and integrated business model are expected to enable it to navigate oil price cycles and achieve sustained growth [6] - Key business highlights include upstream cost reductions, anticipated increases in natural gas production, and significant growth in new chemical materials and renewable energy capabilities [6]

Core Viewpoint - China Petroleum (601857.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 2,169.256 billion yuan, a year-on-year decrease of 3.90% [1] - The net profit attributable to shareholders of the listed company was 126.279 billion yuan, down 4.90% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 126.874 billion yuan, reflecting a year-on-year decrease of 6.40% [1] - Basic earnings per share stood at 0.69 yuan [1]

Core Viewpoint - China Petroleum (601857.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 2,169.256 billion yuan, a year-on-year decrease of 3.90% [1] - The net profit attributable to shareholders was 126.279 billion yuan, down 4.90% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 126.874 billion yuan, reflecting a year-on-year decrease of 6.40% [1] - Basic earnings per share stood at 0.69 yuan [1]

"今年前三季度，本公司净利润同比有所下降，但净利润下降幅度小于油价跌幅。公司通过持续增储上 产、提质降本增效，有效抵御了油价下跌的不利影响。"中国海油管理层对《证券日报》记者表示，面 对外部环境的不确定性，公司的战略选择清晰且坚定，即以自身经营的确定性来驾驭外部市场的波动 性。公司将继续坚持高质量发展，追求有效益的产量增长，保持成本竞争优势，致力于打造穿越行业周 期的强大韧性，为股东创造长期可持续的价值。 前三季度，"三桶油"均持续发力增储上产，油气产量稳步增长。其中，中国石油前三季度油气当量产量 1377.2百万桶，同比增长2.6%；中国石化油气当量产量394.48百万桶，同比增长2.2%；中国海油油气当 量产量578.3百万桶，同比增长6.7%。 本报记者 向炎涛 截至10月30日晚间，"三桶油"中国石油天然气股份有限公司（以下简称"中国石油"）、中国石油化工股 份有限公司（以下简称"中国石化"）、中国海洋石油有限公司（以下简称"中国海油"）均已发布2025年 三季报。 前三季度，国际油价呈现震荡下行态势，布伦特原油期货均价为69.91美元/桶，同比下跌14.6%。在此 背景下，"三桶油"展现出强劲的发展 ...

Core Viewpoint - China Petroleum (601857.SH) reported a slight increase in revenue for Q3 2025, but a decline in net profit, indicating mixed performance in its financial results [1] Financial Performance - Revenue for Q3 2025 reached 719.157 billion yuan, a year-on-year increase of 2.3% [1] - Net profit attributable to shareholders was 42.286 billion yuan, down 3.9% year-on-year [1] - Net profit excluding non-recurring gains and losses was 42.758 billion yuan, a decrease of 2.2% year-on-year [1] Production and Operations - Crude oil production for the first three quarters was 714 million barrels, an increase of 0.8% year-on-year [1] - Domestic crude oil production was 591 million barrels, up 1.0% year-on-year, while overseas production was 123 million barrels, showing slight growth [1] - Marketable natural gas production reached 39.8 trillion cubic feet, a year-on-year increase of 4.6% [1] - Domestic marketable natural gas production was 38.6 trillion cubic feet, up 5.2% year-on-year [1] - Total oil and gas equivalent production was 1.377 billion barrels, a year-on-year increase of 2.6% [1] Cost Management and Profitability - The unit operating cost for oil and gas was 10.79 USD per barrel, a decrease of 6.1% year-on-year [1] - The combined operating profit from oil, gas, and renewable energy businesses was 125.103 billion yuan [1] Renewable Energy Development - Cumulative power generation from wind and solar projects reached 5.79 billion kilowatt-hours, representing a significant year-on-year increase of 72.2% [1]

【导读】日赚超9亿元！"三桶油"三季报大披露 中国基金报记者 莫琳 10月30日晚间，随着中国石油、中国海油三季报的披露，"三桶油"的三季报已经全部披露完毕。 综合来看， 在 国际油价下行趋势下，"三桶油"第三季度净利润同比均小幅回落。其中，中国石油以422.87亿元归母净利润居盈利榜首。 三家公司三季度合计盈利832.3亿元，相当于日赚9.05亿元。 传统业务方面，2025年前三季度，公司原油产量 为 7.14亿桶，同比增长0.8%，其中，国内原油产量 为 5.91亿桶，同比增长1.0% ； 海 外原油产量 为 1.23亿桶，同比略有增长。公司可销售天然气产量 为 3.98万亿立方英尺，同比增长4.6%。 新能源业务方面，公司风光发电项目累计发电量 为 57.9亿千瓦时，同比增长72.2%。公司持续加强成本费用管控，前三季度油气单位操作 成本 为 10.79美元/桶，同比下降6.1%。油气和新能源业务实现经营利润1251.03亿元。 在炼化业务方面，加快产业链中高端转型。前三季度，公司化工产品商品量 为 2959万吨，同比增长3.3%，其中，合成纤维原料及聚合 物、合成橡胶产量分别增长14.0%和10.1% ...

Group 1 - The core point of the article is that China Petroleum (601857.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Group 2 - The total operating revenue for the first three quarters reached 2.17 trillion yuan, representing a year-on-year decrease of 3.92% [1] - The net profit attributable to shareholders was 126.279 billion yuan, which is a year-on-year decline of 4.9% [1] - The basic earnings per share stood at 0.69 yuan [1]

中国石油天然气股份有限公司 第九届监事会第十二次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、监事会会议召开情况 中国石油天然气股份有限公司（以下简称公司）监事会于2025年10 月23日向公司全体监事发出会议通知，以书面方式召开第九届监事会第 十二次会议，并于2025年10月29日形成有效决议。本次会议符合《中华 人民共和国公司法》和《中国石油天然气股份有限公司章程》的规定， 合法、有效。 二、监事会会议审议情况 出席会议的监事讨论了以下议案，并形成如下决议： 证券代码 601857 证券简称 中国石油 公告编号 临 2025-030 具体内容请见公司于2025年10月30日刊载于上海证券交易所网站 的《中国石油天然气股份有限公司关于修订<公司章程>等制度和取消 监事会的公告》（公告编号：临2025-032）。 1 议案表决情况：同意5票，反对0票，弃权0票。 本议案需提交股东会审议。 三、备查文件 中国石油天然气股份有限公司第九届监事会第十二次会议决议 特此公告。 中国石油天然气股份有限公司监事会 二〇 ...