来源：中国石油天然气集团有限公司网站、政事儿微信公众号 End 宋大勇已任中国石油天然气集团有限公司党组成员、副总经理。 中国石油天然气集团有限公司网站"集团高层"一栏最新信息显示，宋大勇已任中国石油天 然气集团有限公司党组成员、副总经理。 公开资料显示，宋大勇，正高级工程师，曾任哈尔滨石化分公司副总经理、安全总监、常 务副总经理、执行董事，抚顺石化分公司总经理、执行董事，中国石油天然气集团公司 （股份公司）生产经营管理部（智能运营中心）总经理（主任）等职。 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 ...

近日，中国石油、中国石化下属多家公司领导层发生变动，涉及中国石油西南油气田、中国石化上海海洋石油局、中国石化中原石油工程有限公司以及中 国石油玉门油田。 中国石油西南油气田 李波任中国石油西南油气田党委委员、纪委书记。 贾静任西南油气田党委委员、副总经理，兼川东北作业分公司党委书记、总经理。 西南油气田作为中国西南地区最大的天然气生产和供应企业，战略地位举足轻重。公司前身为四川石油管理局，于 1999年重组改制而来，核心业务覆盖 四川盆地的油气勘探开发、天然气输配、储气库建设与运营，以及川渝地区的天然气销售与终端市场。 尤为引人注目的是， 该公司在2024年取得了油气当量3579万吨的亮眼成绩，不仅使其在中石油集团上游板块的排名跃升至第二位，更成功跻身中国第三 大油气田，展现了强劲的发展势头。 中国石化上海海洋石油局 李辉任玉门油田分公司总经理、党委副书记。 玉门油田是中国石油工业的摇篮，具有悠久的历史和重要的战略地位。公司主要业务涵盖油气勘探、开发、炼化及配套服务，长期致力于老油田稳产及新 区块勘探，为保障西部地区能源供应发挥着重要作用。此次人事调整将进一步强化玉门油田的管理力量，助力其在新时代实现高质量发 ...

石化周报 加沙停火，原油地缘溢价效应减弱 2025 年 10 月 11 日 ➢ 加沙停火，原油地缘溢价效应减弱。由于特朗普 9 月 29 日宣布以色列总理 已同意美方就结束加沙冲突提出的"20 点计划"，从而十一假期期间油价表现走 弱；10 月 10 日，以色列国防军发表声明，加沙停火第一阶段协议已于当地 10 日中午 12 时（北京时间 17 时）生效，中东局部停火导致原油所包含的地缘溢价 效应减弱。OPEC+方面，10 月 1 日第 62 次 JMMC 会议召开，伊朗、科威特、 阿联酋、哈萨克斯坦、阿曼、俄罗斯更新了 25 年 9 月至 26 年 6 月的补偿减产 计划，其中，25 年 9~12 月计划补偿减产 23.2、20.3、26.6、30.3 万桶/日，第 63 次 JMMC 会议将于 11 月 30 日举行；10 月 5 日，此前自愿减产的八个 OPEC+ 国家宣布将逐步取消 165 万桶/日的减产，11 月份将率先进行 13.7 万桶/日的增 产，且下一次八国会议将于 11 月 2 日举行。我们认为，目前的地缘形式下， OPEC+的补偿减产仍需持续跟踪，若补偿减产能够有效兑现，则油价仍具备较强 ...

Core Viewpoint - The article discusses the green transformation of the Jidong Oilfield, focusing on carbon recycling and energy efficiency improvements in oil production processes [1][2][4]. Group 1: Carbon Recycling and Utilization - The Jidong Oilfield is implementing a project to inject 20,000 cubic meters of carbon dioxide into oil layers to enhance oil recovery, with a maximum injection capacity of 60,000 cubic meters per day expected after full production [1][2]. - The project aims to recycle over 30,000 tons of carbon dioxide annually, significantly reducing external procurement costs and ensuring stable production [2]. Group 2: Energy Efficiency and Cost Reduction - The Jidong Oilfield has optimized its operational systems, promoted energy-saving equipment, and implemented meticulous management, leading to an 18.5% improvement in energy efficiency across production systems [4]. - The oilfield has closed down 7 oil transfer stations, 185 metering rooms, and 7 water injection stations, reducing the total length of various pipelines by 323 kilometers, resulting in a 44.9% decrease in energy consumption compared to historical highs [4]. Group 3: Clean Energy Integration - The Jidong Oilfield is accelerating the replacement of traditional energy sources with clean energy, including solar thermal and waste heat utilization, to achieve a greener production process [4][6]. - The oilfield has installed 1,495 solar panels, generating over 920,000 kilowatt-hours annually, and has developed the largest water surface photovoltaic project under PetroChina, saving 28,200 tons of coal per year [6]. Group 4: Future Goals and Certifications - The Jidong Oilfield's land operation area became the first oil extraction unit in PetroChina to receive "carbon neutrality" certification, with plans to expand the use of renewable energy and implement carbon storage and carbon-driven oil projects [6].

Core Viewpoint - On October 10, the Chairman of China National Petroleum Corporation (CNPC), Dai Houliang, met with the Vice President of Turkmenistan Gas Concern, Alchayev, to discuss cooperation in the natural gas sector [1] Group 1 - The meeting focused on in-depth discussions regarding collaboration in the natural gas field [1]

Core Viewpoint - The "Work Plan" for the petrochemical industry aims to stabilize growth and facilitate transformation, aligning with national economic strategies and addressing current challenges in the sector [1][2][3] Group 1: Industry Context and Challenges - The petrochemical industry is a foundational sector with significant economic volume and high industrial interconnectivity, crucial for supply chain stability and economic performance [2][3] - The industry has faced declining profit levels for three consecutive years, with a projected profit drop of 8.8% in 2024 compared to the previous year, alongside a decrease in import and export totals [2][4] - The shift from a growth-driven model focused on capacity expansion to one emphasizing efficiency and transformation is necessary due to intensified competition and reduced profitability [4][6] Group 2: Objectives and Measures of the Work Plan - The "Work Plan" emphasizes quality and efficiency, aiming for economic stabilization and recovery, with a focus on enhancing high-end supply and addressing structural weaknesses [3][4] - Key measures include scientific regulation of major project construction, controlling new refining capacity, and preventing overcapacity risks in coal-to-methanol production [4][6] Group 3: Innovation and Technological Advancement - The plan promotes the establishment of standardized management for pilot projects to enhance innovation and streamline approval processes, thereby facilitating the commercialization of research outcomes [5][6] - Specific initiatives include bundling approval processes for pilot projects and simplifying environmental assessments for projects that only change raw materials and products [5][6] Group 4: Safety and Environmental Upgrades - Upgrading existing facilities and production systems is crucial for cost reduction and enhancing safety and environmental standards, with significant potential for improvement in older installations [6][7] - The plan outlines actions for the safe upgrade of outdated facilities and encourages digital and green transformations within the industry [6][7] Group 5: Standardization and Regulatory Framework - The industry faces a growing need for a robust standardization framework to support production and governance, particularly in light of new materials and low-carbon initiatives [7][8] - The "Work Plan" sets forth requirements for developing standards related to pollution reduction, carbon footprint assessment, and digital transformation maturity [7][8]

Core Insights - In September 2025, the average price of Brent crude oil futures was $67.6 per barrel, a month-on-month increase of $0.3 per barrel, while the WTI crude oil futures averaged $63.6 per barrel, a decrease of $0.4 per barrel [2][3] - Geopolitical tensions, including the U.S. attack on Venezuelan vessels and ongoing conflicts involving Israel and Russia, have contributed to fluctuations in oil prices, alongside OPEC+'s decision to extend production increases [2][3] Oil Price Review - Brent crude oil futures closed at $67.0 per barrel at the end of September, while WTI crude oil futures closed at $72.4 per barrel [2] - The U.S. significantly increased its crude oil exports, leading to a reduction in inventory levels, despite seasonal refinery maintenance impacting demand [2][3] Supply and Demand Dynamics - OPEC+ announced an extension of production increases for October and November, with a collective reduction target extended until the end of 2026 [3] - Major energy agencies project an increase in global oil demand, with estimates for 2025 ranging from 74,000 to 130,000 barrels per day [3] Industry Policy Developments - A joint announcement from seven ministries in China outlined a plan to stabilize growth in the petrochemical industry, emphasizing strict controls on new refining capacity [4][5] - The plan aims to optimize supply-side conditions in the refining and chemical sectors, amidst global uncertainties [5] Price Forecasts - The expected price range for Brent crude oil in 2025 is between $65 and $75 per barrel, while WTI crude oil is projected to be between $60 and $70 per barrel [5] Recommended Stocks - Key investment recommendations include China National Offshore Oil Corporation (CNOOC), China Petroleum, Satellite Chemical, and CNOOC Development [6]

技术突破打破"采不出"魔咒 与传统石油不同，页岩油犹如渗透在岩石中的"骨髓油"，开采难度极大。此次大庆勘探团队通过水平井 钻井和多段压裂等关键技术，成功激活了地下页岩层中的油流，标志着中国已初步掌握低成本、规模化 开发页岩油的"中国方案"。 改写"石油枯竭"论，中国能源安全加装"稳压器" 作为全球最大原油进口国，中国对外依存度长期居高不下。大庆1.58亿吨页岩油的发现，将显著增强我 国能源自主保障能力。有专家预估，该资源若能实现规模化开发，未来可贡献年均百万吨级的石油产 量，相当于再造一个"中型油田"，为国家能源安全装上厚重的"压舱石"。 来源：市场资讯 （来源：海运经纪） 近日，从黑龙江大庆传来震撼消息——经过持续勘探攻关，技术人员在油田深部地层成功发现一个预测 地质储量达1.58亿吨的巨型页岩油田。这一发现不仅是东北老油田的"续命丹"，更是中国能源版图中 的"战略储备库"。 业内人士分析，1.58亿吨的储量若按当前国际油价折算，其潜在经济价值接近数千亿元人民币，足以支 撑建设数座百万吨级产能的页岩油基地。更关键的是，该资源位于大庆油田传统产区的深部，意味着我 国在非常规油气勘探技术上实现关键突破，老油田焕 ...

Investment Rating - The oil and gas industry is rated as "Outperform" [6] Core Views - Oil prices experienced wide fluctuations in September due to geopolitical tensions and OPEC+ production policies, with Brent crude averaging $67.6 per barrel and WTI averaging $63.6 per barrel [2][14] - OPEC+ announced an extension of production increases for October and November, aiming to gradually lift voluntary production cuts established earlier [3][18] - Major energy agencies project an increase in global oil demand, with expected growth of 740,000 to 1.3 million barrels per day in 2025 and 700,000 to 1.38 million barrels per day in 2026 [4][19] Summary by Sections Oil Price Review - In September, Brent crude futures averaged $67.6 per barrel, up $0.3 from the previous month, while WTI averaged $63.6 per barrel, down $0.4 [2][14] - Geopolitical events, including U.S. actions against Venezuela and conflicts in the Middle East, contributed to price volatility [2][14] Supply Side Analysis - OPEC+ plans to continue increasing production, with a collective reduction target extended to 2026 and voluntary cuts to be gradually lifted [3][18] - The group has increased production by 41,100 barrels per day in May, June, and July, and by 54,800 barrels per day in August and September [3][18] Demand Side Analysis - Forecasts indicate that oil demand will rise in 2025, with OPEC, IEA, and EIA projecting demand increases of 130,000 to 1.05 million barrels per day [4][19] - The demand for oil is expected to continue growing into 2026, with similar projections for increased consumption [4][19] Industry Policy and Outlook - China's petrochemical industry is facing overcapacity, leading to stricter controls on new refining projects and a focus on optimizing supply [5][20] - The expected price range for Brent crude in 2025 is projected to be between $65 and $75 per barrel, while WTI is expected to range from $60 to $70 per barrel [5][20] Company Performance and Recommendations - Key companies such as CNOOC, PetroChina, Satellite Chemical, and CNOOC Development are recommended for investment, all rated as "Outperform" [6][5]

Market Overview - The refining and trading sector increased by 0.4% compared to the previous trading day, with Yueyang Xinchang leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Yueyang Xinchang (000819) saw a closing price of 20.13, with a significant increase of 10.00% and a trading volume of 277,600 shares, amounting to a transaction value of 553 million [1] - Wanbangda (300055) closed at 6.49, up 7.99%, with a trading volume of 525,800 shares [1] - Other notable performers include Hengtong Co., Ltd. (603223) with a 4.13% increase, and Hengyi Petrochemical (000703) with a 3.00% increase [1] Capital Flow - The refining and trading sector experienced a net inflow of 305 million in main funds, while retail investors saw a net outflow of 159 million [2][3] - Major stocks like Guanghui Energy (600256) had a net inflow of 1.82 billion, while China Petroleum (601857) had a net inflow of 72.64 million [3] Individual Stock Analysis - Guanghui Energy (600256) had a main fund net inflow of 1.82 billion, but retail investors showed a net outflow of 99.72 million [3] - China Petroleum (601857) had a mixed capital flow with a main fund net inflow of 72.64 million and a retail net inflow of 666.08 million [3] - Yueyang Xinchang (000819) had a main fund net inflow of 59.38 million, but retail investors experienced a net outflow of 1.07 million [3]