声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，中国石油天然气股份有限公司取得一项名为"页岩油储层的可压性确定方 法、装置和可压性确定系统"的专利，授权公告号CN115032062B，申请日期为2021年3月。 天眼查资料显示，中国石油天然气股份有限公司，成立于1999年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本18302097万人民币。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1299家企业，参与招投标项目443次，财产线索方面有商标信息38条，专利信 息5000条，此外企业还拥有行政许可168个。 ...

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1299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48254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算法生成（网信算备310104345710301240019号），不构成 投资建议。 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 种高活性低焦炭产率的催化裂化催化剂及制备方法"，专利申请号为CN202311522597.1，授权日为2026 年1月30日。 专利摘要：本发明提供一种高活性低焦炭产率的催化裂化催化剂及制备方法，按照质量百分比计，所述 催化裂化催化剂的组分包括以干基计26％～45％的分子筛，以氧化物计20％～30％的无机氧化物粘结 剂，以氧化物计0～4％的稀土添加剂，以干基计3％～10％的镁铝基质材料和以干基计20％～50％的黏 土；其中，所述镁铝基质材料是通过拟薄水铝石胶溶后与氧化镁晶化反应得到。所述催化裂化催化剂能 增加转化深度、降低焦炭产率，通过降低催化裂化装置焦炭产率、增加高附加值产品 ...

专利摘要：本发明提供一种致密砂岩含气层流体识别方法及系统，采用三孔隙度测井联合法、核磁共振 测井与密度测井联合流体识别方法及采用核磁共振测井与三孔隙度测井综合流体识别方法对致密砂岩含 气层进行流体识别。本发明的方法通过理论分析构建多种气层敏感因子，放大了气层的差异，并构建了 流体识别图版。在新目标层的解释中，根据每种图版分别进行流体判别，利用图版符合率法或绝对多数 投票法确定最终解释结果。本发明构建的流体敏感因子，基于流体敏感因子构建的交会图版能够较好的 分别流体类型，综合判别策略将多种方法的结果有机结合在一起，能够消除某一种方法的局限性，解释 结果经试油证实，符合率明显提高。 今年以来中国石油新获得专利授权233个，较去年同期增加了94.17%。结合公司2025年中报财务数据， 2025上半年公司在研发方面投入了98.99亿元，同比增2.51%。 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1299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48254条；此外企业还拥有行政许可168个。 数据来源：天眼查APP 证券之星消息，根据天眼查APP数据显示中国石油（6 ...

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"油 气井压裂施工过程预警方法、系统、设备及存储介质"，专利申请号为CN202111605172.8，授权日为 2026年1月30日。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 专利摘要：本发明公开了油气井压裂施工过程预警方法、系统、设备及存储介质，包括：实时获取压裂 施工参数，所述压裂施工参数包括压力参数、排量参数和砂浓度参数；将所述压力参数、所述排量参数 和所述砂浓度参数结合预先计算得到的预警压力参数阈值、预警排量参数阈值和预警砂浓度参数阈值进 行计算，其中，所述预警压力参数阈值包括预警破裂压力参数阈值和预警施工压力参数阈值，根据计算 结果对油气井压裂施工过程进行预警。本发明能够有效避免砂堵、压窜等异常现象发生，成本低。 今年以来中国石油新获得专利授权233个，较去年同期增加了94.17%。结合公司2025年中报财务数据， 2025上半年公司在研发方面投入了98.99亿元，同比增2.51%。 通过天眼查大数据分析，中国石油天然气股 ...

Investment Rating - The report maintains a positive investment rating for the chemical industry, highlighting the potential benefits from the "dual carbon" policy implementation [5]. Core Insights - The "dual carbon" policy is expected to significantly impact the chemical industry, with a focus on carbon emissions control becoming a rigid constraint during the 14th Five-Year Plan period [6][14]. - The report identifies that the attention towards "dual carbon" from provincial leaders has increased by 137% since September 2025, indicating a shift in focus towards carbon emissions as a critical performance metric [7][18]. - The chemical industry is anticipated to undergo structural changes, with high carbon intensity sectors facing supply constraints, while low-carbon leaders are expected to benefit from the transition [8][30]. Summary by Sections 1. "14th Five-Year Plan": Carbon Peak Closing Battle - Local carbon assessments may treat carbon emissions as an equally important rigid constraint [15]. - High carbon intensity sectors such as ammonia fertilizer, coal chemical, and chlorine-alkali are likely to face capacity constraints first [29][30]. 2. Petrochemical "Dual Carbon" Opportunities - The petrochemical sector is expected to undergo a transformation driven by the "dual carbon" goals, with a focus on optimizing supply and demand structures [38]. - Refining sector dynamics are shifting towards improved supply-demand balance due to stringent approval processes for new projects and the elimination of high-energy-consuming capacities [38]. 3. Basic Chemical "Dual Carbon" Opportunities - Coal chemical industry is projected to stabilize supply under carbon limits, driving quality improvements in the sector [3.1]. - Carbon fiber and fluorochemical sectors are expected to benefit from process optimization and green transitions [3.2][3.3]. 4. Investment Recommendations - The report suggests focusing on three categories of leading companies: 1. Integrated leaders in the oil chemical sector with scale and efficiency advantages [8]. 2. Coal chemical leaders with advanced processes and low emissions [8]. 3. High-quality firms in fluorochemical and carbon fiber sectors that align with "dual carbon" goals [8].

Core Viewpoint - Chinese state oil firm CNPC is planning to restart a unit at its refinery in Dalian after months of closure, aiming to capitalize on high margins from processing discounted Russian oil [1] Group 1: Company Actions - CNPC is set to resume operations at a refinery unit in Dalian, which had been closed for several months [1] - The decision to restart the unit is driven by the opportunity to process discounted Russian oil, which is expected to yield significant profit margins [1] Group 2: Market Context - The move reflects a broader trend in the industry where companies are seeking to maximize profits by leveraging lower-cost crude oil sources [1]

Group 1 - The refining and trading sector increased by 1.02% on January 30, with Bohui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the refining and trading sector showed various performance, with Bohui Co., Ltd. closing at 12.20, up 4.01% [1] Group 2 - Major stocks that declined included Heshun Petroleum, which fell by 8.41% to 36.14, and Taishan Petroleum, down 5.26% to 8.46 [2] - The refining and trading sector experienced a net outflow of 39.53 million yuan from main funds, while retail investors saw a net inflow of 22.07 million yuan [2] - The trading volume for major stocks varied, with China Petroleum having a significant trading volume of 421.39 million shares [1][2] Group 3 - China Petroleum had a net inflow of 301 million yuan from main funds, while China Sinopec saw a net inflow of 65.69 million yuan [3] - Retail investors showed a net inflow of 809.96 million yuan into Bohui Co., Ltd., despite a significant outflow from main funds [3] - The overall sentiment in the refining and trading sector reflects mixed investor behavior, with some stocks attracting retail interest while facing main fund outflows [3]

Core Insights - The report highlights the ongoing development of U.S.-China relations, with President Trump planning a visit to China in April, which is seen as beneficial for both nations [2] - The People's Bank of China is actively engaging with global financial leaders, indicating a focus on macroeconomic policies and trade relations [2] - The Chinese government is prioritizing the service sector in 2026, aiming to expand market access and promote digital trade [2] - The State-owned Assets Supervision and Administration Commission is working on initiatives to optimize the layout of state-owned enterprises, with significant investment planned for R&D and asset growth [2] - The report emphasizes the importance of the photovoltaic industry and the need for regulatory measures to ensure healthy competition [2] Company Insights - TikTok has established a joint venture in the U.S. for data security, indicating a strategic move to enhance its operational transparency [5] - China National Petroleum Corporation has achieved large-scale production of high-end materials, reducing reliance on imports for strategic industries [5] - SpaceX is preparing for a significant IPO, aiming for a valuation of approximately $1.5 trillion, which reflects its growth potential in the commercial space sector [5] - China Aerospace Science and Technology Corporation is focusing on enhancing its commercial launch capabilities, with ambitious goals for the next decade [5] Banking Sector Insights - The report indicates a slight increase in the proportion of active funds in the banking sector, with a total market value of 1.61 trillion yuan allocated to A-shares [6] - The concentration of holdings among the top five banks has decreased, with notable fluctuations in individual bank positions [7] - Northbound capital has seen a net reduction in bank stocks, with significant decreases in holdings for certain banks [8] - The banking sector is expected to benefit from macroeconomic policies aimed at improving credit conditions and stabilizing net interest margins [8][9]

Group 1 - The oil and gas investment heat is rapidly rising due to multiple favorable factors in the market, including geopolitical tensions and extreme weather in the U.S. that restrict production capacity, alongside OPEC+'s decision to maintain current supply restrictions [1][5][6] - Demand-side factors include the gradual construction of reserve inventories globally and the expected boost in refined oil consumption due to the Federal Reserve's interest rate cut cycle, with demand in Asia, Africa, and Latin America anticipated to improve [1][6] - The U.S. dollar index recently hit a nearly four-year low, further supporting the rise in oil prices denominated in dollars, as historical trends show an inverse relationship between oil prices and the dollar index [1][6] Group 2 - Huatai Securities indicates that geopolitical premiums have led to a rebound in oil prices during the off-season, with expectations for oil prices to rise in the second to third quarters of 2026 due to demand recovery and global reserve accumulation [2][7] - The Huatai Baichuan oil and gas ETF tracks the CSI Oil and Gas Industry Index, which includes 60 fundamentally strong A-share oil and gas companies across various sectors, providing investors with a convenient tool for exposure to the overall A-share oil and gas sector [2][8] - The Huatai Baichuan fund is one of the first ETF managers in China, with a strong presence in broad-based and dividend-themed indices, recently announcing new trading names for five products in its "Dividend Family" series [2][8]

Group 1 - The oil and gas investment heat is rapidly rising due to multiple favorable factors in the market, including geopolitical tensions and extreme weather in the US affecting supply capacity, alongside OPEC+'s decision to maintain supply restrictions [1] - Demand-side factors include the gradual construction of reserve inventories globally and the expected boost in refined oil consumption due to the Federal Reserve's interest rate cuts, with demand in Asia, Africa, and Latin America anticipated to rise [1] - The US dollar index has reached a near four-year low, further supporting the rise in oil prices denominated in dollars, as historical trends show an inverse relationship between oil prices and the dollar index [1] Group 2 - Huatai Securities indicates that geopolitical premiums have led to a rebound in oil prices during the off-season, with expectations for oil prices to rise in Q2 to Q3 of 2026 due to demand recovery and global reserve accumulation [1] - The Huatai Baichuan Oil and Gas ETF tracks the CSI Oil and Gas Industry Index, which includes 60 fundamentally strong A-share oil and gas companies, providing investors with a convenient tool to access the overall opportunities in the A-share oil and gas sector [1]