Core Viewpoint - The article highlights the advancements made by China National Petroleum Corporation's GeoEast in digital exploration technology, emphasizing the integration of innovative software and high-performance computing to enhance oil and gas exploration efficiency and accuracy [1][2][4]. Group 1: Technological Advancements - GeoEast has developed an integrated seismic data processing and interpretation software, which has evolved from version 1.0 to 4.4, significantly improving work efficiency and addressing various exploration challenges [2][3]. - The software is widely used across eight domestic basins, covering over 460,000 km², and has been successfully implemented in over 40 countries and regions internationally [3]. Group 2: High-Performance Computing - The establishment of Asia's largest computing and data storage center by GeoEast provides robust support for large-scale seismic data processing, enabling efficient project execution [4]. - The center has achieved a computing capacity of 16.1 Pflops and a storage capacity of 90 PB, facilitating the rapid processing of seismic data across various projects [4]. Group 3: Equipment Innovation - The introduction of advanced equipment such as the EV-80 controlled source and eSeisNeo node seismometers has transformed seismic data collection into a more digital, automated, and intelligent process, enhancing exploration accuracy and efficiency [5][6]. - Notable achievements include the KOC three-dimensional exploration project in Kuwait, which set a record with 234,000 production lines, and a project in Oman that increased daily efficiency from 10,000 to 55,000 shots, maintaining the highest safety record in the industry [6]. Group 4: Future Directions - GeoEast aims to continue its digital transformation and develop revolutionary exploration technologies to contribute to national energy security and global energy cooperation [6].

有多少深情，足以跨越一代代人薪火相传？有多少坚守，能够将青春淬炼成国家发展的基石？ 从石油大会战的艰难起步，到如今擎起保障国家能源安全的"顶梁柱"，中国石油的成长轨迹，与中 国石油工业的壮大、中国经济的腾飞紧密交织，谱写了一曲波澜壮阔的能源报国史诗。 与祖国发展同频，与时代脉搏共振。"我为祖国献石油"，是石油人用七十五年峥嵘岁月写就的壮丽 史诗。 为国"加油" 能源的饭碗必须端在自己手里。 新中国成立初期，全国生产的汽、柴油不足国内需求量的10%，90%以上石油产品依赖进口。 新中国石油工业从一穷二白开始，要摘下"贫油国"的帽子，自此，石油人开始了艰苦卓绝的奋斗历 程。 20世纪末到60年代初，决定中国石油工业前途和命运的大决战——大庆石油会战打响。数万石油大 军挺进荒原，在极其艰苦的条件，仅用三年时间就开发建设了146平方千米、年产能力600万吨的原油生 产基地。 这场"战役"不仅奠定了中国石油工业的基础，更孕育出"爱国、创业、求实、奉献"的大庆精神，成 为激励一代代石油人接续奋斗的精神火炬。 此后，胜利石油会战、大港石油会战、冀中石油会战、吉林石油会战、辽河石油会战、四川"开气 找油"会战、江汉石油会战、 ...

Core Viewpoint - The successful completion of China's first 10,000-meter scientific exploration well, the Deep Taka 1 Well, marks a significant milestone in deep earth engineering, enhancing national energy security and showcasing advancements in drilling technology and geological understanding [1][6][12]. Group 1: Drilling Achievements - The Deep Taka 1 Well reached a depth of 10,910 meters, setting five drilling records, including the fastest completion of a 10,000-meter well on land and the deepest tailpipe cementing [2][5]. - The well is located in the Tarim Basin, where depths exceeding 9,000 meters are classified as ultra-deep wells, presenting significant challenges akin to standing atop Mount Everest and looking down at the Yarlung Tsangpo River [3][4]. Group 2: Technical Challenges - The drilling faced extreme environmental conditions, with temperatures ranging from over 50 degrees Celsius in summer to nearly -30 degrees Celsius in winter, complicating operations [3]. - The well encountered complex geological formations, requiring frequent adjustments to drilling techniques and equipment due to rapid changes in rock properties at depth [4][8]. Group 3: Technological Innovations - The project utilized a self-developed 12,000-meter automated drilling rig capable of lifting 900 tons, significantly enhancing operational efficiency and reducing manual labor by over 80% [8][9]. - Advanced drilling technologies, including high-temperature resistant drilling fluids and specialized drill bits, were developed to meet the unique challenges of ultra-deep drilling [8][9]. Group 4: Geological Insights - The successful drilling provided valuable geological data from depths previously unexplored, confirming the potential for oil and gas resources in the Tarim Basin, which is recognized as a major oil and gas reservoir in China [6][10]. - The exploration of deep geological formations will contribute to understanding ancient environmental conditions and the evolution of sedimentary basins, aiding in broader scientific research [11]. Group 5: Strategic Importance - The advancement in deep drilling technology is crucial for China's energy security, as the country relies heavily on oil and gas imports, with significant resources located in deeper geological layers [10]. - The successful completion of the well signifies a shift from occasional breakthroughs in deep drilling to more routine operations, reflecting China's commitment to enhancing its capabilities in this critical area [12][13].

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1] Core Insights - The chemical and new materials industry is set to drive the comprehensive "AI + manufacturing" transformation, as outlined in the State Council's policy document released in August 2025, which aims for deep integration of AI across six key sectors by 2027 [3][4] - The focus for the petrochemical industry is on "quality improvement and efficiency enhancement" through AI, utilizing large models and digital twin technologies to optimize various processes [5] - The report identifies three main pathways for chemical companies to implement AI: self-developed large models, third-party model integration, and investment in AI startups [13][14] Summary by Sections Policy Guidance - The State Council's document emphasizes the necessity for AI integration in the chemical industry, marking it as a compulsory aspect for achieving high-quality development [3] - The Ministry of Industry and Information Technology's implementation opinions further detail goals for AI technology and its application in manufacturing by 2027 [4] AI Empowerment in Petrochemical Industry - AI's role in the petrochemical sector focuses on enhancing operational efficiency and safety through predictive maintenance and process optimization [5] - The establishment of high-quality data sets and infrastructure is crucial for supporting AI applications in the industry [5] AI Empowerment in New Materials Industry - The new materials sector aims to leverage AI for deep integration in research and development, enhancing capabilities in material design and synthesis [5] Implementation Pathways - **Self-Developed Large Models**: Companies like China National Petroleum Corporation (CNPC) and China National Offshore Oil Corporation (CNOOC) are developing proprietary AI models to enhance their operational capabilities [9][10] - **Third-Party Model Integration**: WanHua Chemical collaborates with Huawei Cloud to implement AI solutions for predictive maintenance and operational efficiency [11] - **Investment in AI Startups**: Companies like Qicai Chemical are investing in AI startups to accelerate innovation in materials science [12][13] Investment Recommendations - The report suggests focusing on leading companies that excel in data utilization and AI integration, such as CNPC, Sinopec, and WanHua Chemical [14] - Attention is also drawn to companies involved in new materials and fine chemicals, which are expected to benefit significantly from AI-driven R&D advancements [14]

Group 1 - The core point of the article is that China National Petroleum Corporation (CNPC) has applied for a patent for a new type of polyether base oil and its preparation method, indicating innovation in the oil and gas sector [1] - The patent application, published as CN121319355A, was filed on July 2024 and describes a polyether base oil produced through a melt polycondensation method [1] - The unique structure of the polyether ester includes alternating ether and diester bonds, which enhances its performance characteristics such as viscosity-temperature performance, oxidation resistance, rust prevention, and anti-wear properties [1] Group 2 - CNPC was established in 1999 and is primarily engaged in oil and natural gas extraction, with a registered capital of 18,302,097,000 RMB [1] - The company has made investments in 1,296 enterprises and participated in 443 bidding projects, showcasing its extensive involvement in the industry [1] - CNPC holds 38 trademark registrations and 5,000 patent records, along with 168 administrative licenses, reflecting its significant intellectual property portfolio [1]

中化新网讯 日前，由中石油蓝海公司负责建设的中石油蓝海(南通)中试基地签署《工程中间交接证 书》，由建设方移交运营方，迈出从工程建设转向正式运营的关键一步。 建设过程中，项目部科学统筹、明确节点目标，全面推行"平行作业+交叉施工"组织模式，有效压缩工 序等待时间。面对梅雨连绵、高温酷暑、台风侵袭等不利天气影响，项目团队主动灵活调整施工方案， 科学统筹作业时段，抢抓可作业窗口期，在进度推进上争分夺秒，在现场管理上精准发力。 在技术应用层面，项目团队积极推动工艺创新升级。针对钢结构连接板除锈环节，创新采用激光除锈工 艺，借助精准激光束高效清除钢材表面锈蚀、氧化皮及杂质，不仅除锈彻底、不损伤母材，更兼具无粉 尘污染、作业效率高等显著优势。 该项目总投资500亿元，是中国石油天然气集团与江苏省战略合作协议的重要组成部分。作为蓝海新材 料项目重要组成部分，蓝海(南通)中试基地是中国石油落实"双碳三新"战略、推动炼化业务绿色低碳转 型的关键载体，将承担中石油上海新材料研究院、石化院等研究院新技术工业化转化任务，打通科技成 果转化"最后一公里"。 在安全与质量管控上，项目部始终坚守"质量第一、安全为本"核心理念，建立健全" ...

Group 1 - The U.S. Energy Information Administration (EIA) projects a decline in U.S. crude oil production this year and next, following a record high last year, while oil demand is expected to remain stable this year [1] - Huafu Petrochemical team indicates that crude oil prices have surged by 3%, with potential for further increases due to worsening regional tensions and supply risks, particularly from Iran, which produces 3 million barrels per day, contributing nearly half of its exports to global daily consumption [1] - The National Petroleum and Natural Gas Index (399439) has seen a 0.63% increase, with significant gains in constituent stocks such as Intercontinental Oil and Gas (up 4.75%) and Jerry Holdings (up 4.04%) [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) include China National Petroleum, Sinopec, and China National Offshore Oil Corporation, collectively accounting for 67.11% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [1][2]

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 13, 2026 [1][5] - China National Offshore Oil Corporation (CNOOC) leads with a daily increase of 3.57% but has a year-to-date decline of 1.82% and a dividend yield of 4.44% [1][5] - Other notable performers include Shenhua Holdings with a daily rise of 2.35% and a year-to-date increase of 10.78%, and Tunnel Engineering with a daily increase of 2.30% and a year-to-date rise of 2.93% [1][5] Group 2 - The average historical price-to-earnings (P/E) ratio for the index is reported at 11.75 times, with an expected P/E ratio of 11.07 times [2] - The average dividend yield for the index stands at 4.76% [2] - The index shows a defensive characteristic with a defensive ratio of 1.34 times [2] Group 3 - The article mentions the formation of a MACD golden cross signal, indicating a positive trend for the stocks listed [4][8]

Core Viewpoint - The company is prioritizing safety production for 2026 by conducting a comprehensive training session aimed at enhancing safety awareness and responsibility among all employees [1][3] Group 1: Training Overview - The training session, held on January 11, utilized a combination of online and offline methods to ensure full participation and coverage [1] - Local emergency management officials and experienced experts from the company were invited to deliver the training [3] Group 2: Training Content - The curriculum focused on the current safety production situation and policy directions, interpreting specific clauses of the Production Safety Law related to corporate responsibilities [3] - Key tasks for advancing the QHSE management system in 2026 were outlined, along with practical points on fire safety, occupational health protection standards, and on-site supervision processes [3] Group 3: Training Impact - The training included analysis of recent typical accident cases in the industry to enhance the relevance and impact of the session, improving participants' ability to identify risks and respond to emergencies [3] - The company views safety as a fundamental prerequisite for all operational development, emphasizing the need for safety to be integrated into every aspect of production [3] Group 4: Future Initiatives - Following this training, the company plans to deepen its safety culture, refine risk control measures, and ensure that safety responsibilities are effectively communicated to all levels [3] - The goal is to enhance the overall safety level and establish a solid safety barrier for achieving high-quality development [3]

中国石油天然气股份有限公司是一家主要从事石油和天然气生产和分销业务的中国公司。该公司主要通 过五个分部开展业务。油气和新能源分部从事原油及天然气的勘探、开发、生产、输送和销售以及新能 源业务。炼油化工和新材料分部从事原油及石油产品的炼制，基本及衍生化工产品、其他化工产品的生 产和销售以及新材料业务。销售分部从事炼油产品和非油品的销售以及贸易业务。天然气销售分部从事 天然气的输送及销售业务。总部及其他分部从事资金管理、融资、总部管理、研究开发及为集团其他经 营分部提供商务服务。 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，1月13日南向资金增持4660.8万股中国石油股份（00857.HK）。近5个交易日中，获南向 资金减持的有3天，累计净减持350.76万股。近20个交易日中，获南向资金减持的有16天，累计净减持 3.17亿股。截至目前，南向资金持有中国石油股份（00857.HK）71.97亿股，占公司已发行普通股的 34.1%。 ...