格隆汇1月28日｜有媒体引述两名熟悉情况的交易主管说，自本月华盛顿接管委内瑞拉的石油出口以 来，中国石油已通知旗下交易员，不要购买或交易委内瑞拉原油。中国石油旗下的上市公司曾是委石油 最大的单一买家，直到2019年初，美国总统特朗普在首个总统任期内对委内瑞拉石油销售实施制裁后， 该公司停止进口。中国石油在评估形势期间选择暂不采购的决定，进一步表明委内瑞拉对中国的石油供 应将持续偏紧，并促使中国买家转向加拿大、伊朗和俄罗斯。 ...

在光伏产业，POE是光伏组件封装胶膜的核心原料，直接决定光伏板的透光率、耐候性和使用寿命，堪 称光伏板的"隐形铠甲"；在新能源汽车领域，它用于汽车轻量化部件、密封件等，能有效降低车身重 量、提升车辆安全性和续航能力，助力汽车产业绿色转型。 "POE作为光伏、新能源汽车等战略性新兴产业中难以替代的关键材料，拥有极高的技术壁垒，长期以 来我国严重依赖进口，对外依存度高达95%。"新湖期货化工研究员黄月亮在接受采访时表示。 此前，全球仅有陶氏化学、三井化学等少数国外企业掌握POE规模化生产技术，我国市场长期被这些国 际巨头垄断。这不仅让国内下游企业被动承受高昂进口价格，更让光伏、新能源汽车等关键产业的供应 链安全悬于一线，一旦遭遇技术封锁或供应波动，整个产业链都将面临巨大风险。此外，POE的生产工 艺极为复杂，尤其是气相聚合工艺，长期被国外封锁，国内企业多年攻关却难以突破，成为高端聚烯烃 领域的一块"短板"。 "工业黄金"取得重大突破！ 据央视财经消息，被誉为"工业黄金"的高端材料——聚烯烃弹性体(POE)，正式在中国石油（601857） 新疆独山子石化实现气相法规模化生产。这一历史性跨越，彻底打破了国外企业对该材 ...

Core Viewpoint - The industrialization and large-scale supply of POE (polyolefin elastomer) by Dushanzi Petrochemical Company in Xinjiang is set to significantly reduce China's reliance on imported products for emerging industries such as photovoltaics and new energy vehicles by 2025, with a production target of nearly 60,000 tons [2] Group 1: Product and Technology - POE combines the processability of plastics with the high elasticity of rubber, making it widely applicable in photovoltaic modules, lightweight automotive parts, and high-end packaging [2] - The POE-based photovoltaic adhesive film is a key encapsulation material in high-end photovoltaic components, which has historically relied on imports due to high production technology barriers and stringent process controls [2] - Dushanzi Petrochemical's self-developed gas-phase process fills a technological gap in the field, achieving international advanced levels in light transmittance and ranking among the best in domestic POE quality stability [2] Group 2: Environmental and Economic Impact - The gas-phase process is more environmentally friendly, with energy consumption approximately 60% of that of the solution process, and it produces no solvent emissions, resulting in low volatile content and minimal odor [2] - With the completion of other POE projects by China National Petroleum Corporation, total production capacity is expected to exceed 300,000 tons by the end of 2026, ensuring supply chain security for new energy and other emerging industries [2]

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 种抗钒催化裂化催化剂的制备方法"，专利申请号为CN202310439080.X，授权日为2026年1月27日。 专利摘要：本发明公开了一种抗钒催化裂化催化剂的制备方法，括以下步骤：S1，将废催化剂与碱混 合研磨，然后与高岭土、粘结剂混合，打浆，喷雾，制成喷雾微球；S2，喷雾微球经高温焙烧转化为 高土球后，与水、碱液、硅源、导向剂混合，晶化，得到NaY/高岭土复合微球；S3，将NaY/高岭土复 合微球进行铵盐和稀土化合物交换，焙烧，沉淀抗钒组分，得到抗钒催化裂化催化剂。本发明通过废催 化剂混合研磨，随后与高岭土混合打浆制备喷雾微球，经高温焙烧、原位晶化、改性得到一种抗钒型催 化裂化催化剂。废催化剂与碱进行研磨处理，在对废催化剂细化的同时，还可对废催化剂中的硅铝源进 行更好的活化，提高其反应活性。 今年以来中国石油新获得专利授权201个，较去年同期增加了67.5%。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 ...

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"预 测岩石孔隙特征数据的方法及装置"，专利申请号为CN202110482616.7，授权日为2026年1月27日。 专利摘要：本申请实施例提供一种预测岩石孔隙特征数据的方法及装置，该方法包括：获取多个岩石样 品在各自对应的预设温度下的二维图像信息，其中，多个岩石样品对应N个样品组，同一样品组中的岩 石样品对应同一预设温度。根据至少一个岩石样品各自对应的二维图像信息，确定各样品组各自对应的 孔隙特征数据。根据各样品组各自对应的预设温度和各样品组各自对应的孔隙特征数据，确定各预设温 度与各孔隙特征数据之间的目标对应关系。根据目标对应关系，确定待预测岩石在目标温度下的目标孔 隙特征数据。其中，根据预设温度下的岩石样品数据进行孔隙特征分析的方法，可模拟对实际环境中的 处于预设温度下的岩石进行孔隙特征分析，可确保孔隙特征数据的预测准确率。 今年以来中国石油新获得专利授权201个，较去年同期增加了67.5%。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 ...

Group 1 - The article highlights significant breakthroughs in the domestic production of chemical new materials, showcasing advancements in various sectors such as carbon fiber, optical films, and polymer materials [2][3] - Wuhan University of Technology has successfully developed a complete industrial chain for high-performance large-tow carbon fiber, establishing a self-controlled technology system and application ecosystem [2] - Kanghui New Materials has achieved international standards in the production process of polarizer protective base films, marking a qualitative leap in key quality indicators such as temperature resistance and defect rate [2] - Plit has announced the large-scale production of its LCP film products, which are now being supplied in bulk [2] - Wanrun Co., Ltd. has initiated trial production of its polyether imide (PEI) product with an annual capacity of 1,500 tons [2] Group 2 - Sinopec has made a critical breakthrough in the synthesis of 4-methyl-1-pentene (4M1P), achieving an average purity of over 98%, which is essential for manufacturing ECMO membrane materials [3] - This breakthrough is expected to reduce reliance on imports and provide high-performance material options for emerging industries such as 5G communications and flexible electronics [3] - China National Petroleum Corporation (CNPC) has made significant progress in the adaptive transformation project for domestic POE (polyolefin elastomer), aiming to produce nearly 60,000 tons by 2025, breaking foreign technical monopolies [5][6] - POE is widely used in photovoltaic components and automotive lightweight parts, with China being the largest consumer market for POE, despite a 95% import dependency as of last year [6] - Jinfa Technology has launched a pilot production line for special aromatic olefin polymers, with plans for a 10,000-ton industrialization project by 2028 [8] - The company has also successfully started a production line for thermoplastic polyimide (TPI), achieving a breakthrough in domestic production [8]

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。 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"低磷酸三苯酯含量的异丙基化 磷酸三苯酯的制备方法"的专利，授权公告号CN116693570B，申请日期为2022年2月。 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。 ...

Group 1 - The core point of the article is that China National Petroleum Corporation (CNPC) has obtained a patent for a method and device for preparing shale core samples, which indicates its ongoing innovation in the oil and gas sector [1] - CNPC was established in 1999 and is primarily engaged in oil and gas extraction, with a registered capital of approximately 18.3 billion RMB [1] - The company has made investments in 1,299 enterprises and participated in 443 bidding projects, showcasing its extensive involvement in the industry [1] Group 2 - CNPC holds 38 trademark registrations and has filed for 5,000 patents, reflecting its strong focus on intellectual property [1] - The company possesses 168 administrative licenses, indicating its compliance and operational capabilities within the regulatory framework [1]

Group 1 - The global chemical industry is transitioning from "overcapacity" to "high-quality supply" by 2026, driven by national growth policies, marginal recovery in overseas demand, and the initiation of a restocking cycle, leading to a stabilization and rebound in the prices of basic chemicals and a significant improvement in industry profit expectations [1][3]. - The E Fund Chemical Industry ETF (516570) has become a core tool for investors to capitalize on the petrochemical industry's recovery, with the index it tracks rising by 15.10% in the past month and 51.39% over the past year as of January 26, 2026 [1][5]. - The ETF has attracted significant capital inflow, with over 180 million yuan in net inflows in the past five days and over 270 million yuan in the past twenty days [1][5]. Group 2 - The "High-Quality Development" policy framework has been established, emphasizing the control of new refining capacities and the scientific regulation of ethylene and paraxylene production, marking a shift from quantity-driven growth to quality and efficiency improvements [3][4]. - A global restocking cycle has commenced, with widespread price increases for chemical products, including a 550 yuan/ton increase for butadiene and a 100 yuan/ton increase for bisphenol A, alongside sulfur prices reaching near ten-year highs [3][4]. - Major international companies like BASF and Dow have also raised prices for MDI/TDI, indicating a strong performance in the polyurethane market, supported by increased global oil demand projected at 950,000 barrels per day for 2026 [4][5]. Group 3 - Chemical companies are expected to report positive earnings, with Salt Lake Co. forecasting a net profit of 8.29 to 8.89 billion yuan for 2025, representing a year-on-year growth of 77.78% to 90.65%, and other companies like Juhua Co. and Cangge Mining also projecting significant profit increases [5][6]. - The E Fund Chemical Industry ETF (516570) tracks the CSI Petrochemical Industry Index, with top holdings including major companies like Wanhua Chemical and China Petroleum, covering over 56% of the index, thus providing a balanced exposure to both energy security and growth in new materials [5][6]. - The ETF has a low comprehensive fee rate of 0.20% per year, making it an ideal tool for participating in the current economic upturn in the chemical sector [5][6].

Market Overview - The refining and trading sector increased by 0.14% compared to the previous trading day, with Runbei Hangke leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Runbei Hangke (001316) closed at 51.30, up 7.55% with a trading volume of 97,700 shares and a transaction value of 473 million [1] - Daqing Huake (000985) closed at 21.85, up 2.25% with a trading volume of 61,000 shares and a transaction value of 132 million [1] - Wanbangda (300055) closed at 8.35, up 2.20% with a trading volume of 255,100 shares and a transaction value of 209 million [1] - Other notable stocks include Heshun Petroleum (603353) at 35.56, up 1.80%, and Dongfang Gan (000301) at 12.46, up 1.30% [1] Capital Flow - The refining and trading sector experienced a net outflow of 166 million from main funds, while retail investors saw a net inflow of 105 million [2] - The sector's main funds saw significant movements, with China Petroleum (601857) having a net inflow of 97.27 million, while Runbei Hangke (001316) had a net inflow of 48.87 million [3] - Shanghai Petrochemical (600688) also saw a net inflow of 37.44 million, indicating strong interest from main funds [3]