证券代码：601857 证券简称：中国石油 公告编号：2025-041 中国石油天然气股份有限公司 2025年第一次临时股东会决议公告 本公司董事会及全体董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。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数（人） | 1,740 | | --- | --- | | 其中：A 股股东人数（人） | 1,739 | | 境外上市外资股（H 股）股东人数（人） | 1 | | 2、出席会议的股东所持有表决权的股份总数（股） | 158,114,208,818 | | 其中：A 股股东持有股份总数（股） | 151,188,113,493 | | 境外上市外资股股东持有股份总数（H 股） | 6,926,095,325 | (一) 股东会召开的时间：2025 年 12 月 18 日 (二) 股东会召开的地点：北京市朝阳区北四环中路 8 号北京北辰五洲皇冠国 际酒店 (三) 出席会议的普通股股东及其持有股份情况： | 3、出席会议的股东所持有表决权股份数占 ...

Market Overview - The A-share market experienced slight fluctuations today, with large-cap blue-chip stocks showing strength, as the Shanghai Composite Index and the Shanghai 50 Index slightly rose, while technology growth stocks faced adjustments, leading to small declines in the ChiNext Index, Sci-Tech 50, and North China 50. The market turnover reached 1.68 trillion yuan [1]. Index Performance - The Shenzhen Component Index closed at 13,053.97, down by 1.29% - The Shanghai Composite Index closed at 3,876.37, up by 0.16% - The ChiNext Index closed at 3,107.06, down by 2.17% - The Sci-Tech 50 Index closed at 1,305.97, down by 1.46% - The North China 50 Index closed at 1,431.71, down by 0.51% [2]. Sector Performance - Active sectors included pharmaceutical commerce, high-dividend stocks, elderly care concepts, and commercial aerospace, while sectors such as Hainan, consumer electronics, glass fiber, and power grid equipment saw the largest declines [2]. - Defense and military industry attracted over 9.5 billion yuan in net inflows, while banking received over 5.5 billion yuan. Other sectors like automotive and biopharmaceuticals also saw significant inflows exceeding 4 billion yuan [3]. Investment Insights - Huazhang Securities noted that historically, years of significant gains see increased volatility in January of the following year, suggesting a potential adjustment phase ahead. Investors are advised to remain patient and await clearer signals for upward trends. The AI industry is highlighted as a stable long-term investment focus [3]. - Guotai Junan emphasized that the spring market typically starts between December and April, with potential early initiation if prior market adjustments and favorable policy expectations align. Current market conditions present a crucial window for positioning in the spring rally [3]. High Dividend Stocks - High-dividend stocks saw a strong performance in the afternoon, with all bank stocks rising. Notable gainers included Shanghai Bank and Chongqing Rural Commercial Bank [4]. - The demand for stable cash flows from long-term funds like insurance and pension funds has increased significantly in a low-interest-rate environment. Insurance companies are projected to increase equity allocations by over 410 billion yuan in the first three quarters of 2025, with high-dividend assets comprising over half of the new positions [4]. Elderly Care Sector - The elderly care concept stocks were notably active, with companies like Jiayou Meikang and Waineng Health hitting their daily limit up of 20% [4]. - The National Health Commission has issued a plan to enhance elderly care services, aiming for a more comprehensive system by 2027 [5]. Silver Economy - The silver economy market in China is projected to reach 8.3 trillion yuan by 2024 and exceed 20 trillion yuan by 2030, with the consumption potential of the elderly population expected to grow to 106 trillion yuan by 2050, positioning China as a leader in the global silver economy market [6]. - CITIC Securities forecasts that the number of new pension recipients will increase by approximately 5.5 to 6 million annually over the next 2-3 years, which will be a significant driver for the silver economy and domestic demand expansion [6].

Group 1 - The company, China Petroleum & Chemical Corporation (Sinopec), announced a share buyback plan to repurchase 254,000 shares at a total cost of HKD 1.1638 million [1] - The buyback price per share is set between HKD 4.44 and HKD 4.59 [1]

格隆汇12月18日丨中国石油化工股份(00386.HK)发布公告，2025年12月18日耗资116.38万港元回购25.4 万股，回购价格每股4.44-4.59港元。 ...

智通财经APP讯，中国石油化工股份(00386)发布公告，于2025年12月18日该公司斥资116.38万港元回购 25.4万股，回购价格为每股4.44-4.59港元。 ...

主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金110.42亿元，其次 是电力设备行业，净流出资金为73.47亿元，净流出资金较多的还有机械设备、非银金融、计算机等行 业。 石油石化行业今日上涨1.25%，全天主力资金净流入1.86亿元，该行业所属的个股共47只，今日上涨的 有37只；下跌的有5只。以资金流向数据进行统计，该行业资金净流入的个股有24只，其中，净流入资 金超千万元的有7只，净流入资金居首的是洲际油气，今日净流入资金4905.09万元，紧随其后的是中国 石油、中国海油，净流入资金分别为4724.80万元、4514.62万元。石油石化行业资金净流出个股中，净 流出资金居前的有恒逸石化、中国石化、中油工程，净流出资金分别为2153.40万元、1870.91万元、 879.93万元。（数据宝） 沪指12月18日上涨0.16%，申万所属行业中，今日上涨的有12个，涨幅居前的行业为银行、煤炭，涨幅 分别为1.97%、1.89%。石油石化行业位居今日涨幅榜第三。跌幅居前的行业为电力设备、通信，跌幅 分别为2.22%、1.58%。 资金面上看，两市主力资金全天净流出325.78亿元 ...

Core Viewpoint - The article highlights the advancements in China's natural gas supply chain, particularly through the integration of digital technologies and smart systems to enhance efficiency and safety during the winter heating season [2][4]. Group 1: LNG Operations - A ship carrying 150,000 cubic meters of LNG docked at the Jiangsu Rudong LNG receiving station, marking the 20th LNG vessel received since the winter supply began [2] - The maximum daily gasification output reached 84 million cubic meters, setting a historical high for gasification capacity [2] - The National Development and Reform Commission anticipates a prolonged heating season with peak energy demands expected to reach historical highs [2] Group 2: Digital Transformation - China National Petroleum Corporation (CNPC) is leveraging big data, IoT, and simulation technologies to enhance the entire natural gas supply chain, entering a "smart era" for winter supply [2] - The use of an explosion-proof inspection robot has increased inspection efficiency, allowing one person to conduct eight inspections daily compared to four by two people previously [3] - Advanced technologies such as laser gas detection vehicles and smart monitoring systems are now standard in ensuring the reliability of natural gas supply [3] Group 3: Safety and Efficiency Systems - The Rudong LNG receiving station operates efficiently due to six key systems, including distributed control and safety instrument systems, which function like a "nervous system" to ensure safety and stability [4] - The company aims to deliver clean energy safely and smoothly to households through a "smart brain" that integrates various operational systems [4] - CNPC is developing a digital empowerment system that enhances operational efficiency by 30% and data sharing efficiency by 40% [4] Group 4: Broader Applications and Impact - CNPC is exploring "smart gas city factories" in Anhui, creating a real-time collaborative network across various operational scenarios [5] - The company has introduced a "one code connects" service in Jilin to improve customer service efficiency [5] - With a gas transmission capacity exceeding 240 billion cubic meters annually, CNPC supports critical sectors and serves over 500 million residents, acting as a vital energy lifeline for the economy [5]

Core Insights - The Dajisi gas field, China's largest coalbed methane field, achieved a daily gas production of 10.12 million cubic meters on December 8, marking a 56% year-on-year increase, demonstrating strong production momentum [1] - The field has consistently surpassed production milestones of 7, 8, 9, and 10 million cubic meters this year, contributing significantly to alleviating natural gas supply-demand conflicts and ensuring national energy security [1] - The company has positioned coalbed methane development as a strategic focus, innovating key technologies that enhance the efficiency and scale of gas field development [1][2] Production and Technological Advancements - The company has developed a "large-scale fracturing and penetration" modification concept for deep coal reservoirs, leading to the establishment of the "extreme volume fracturing" technology path [2] - The Jishen 6-7 Ping 01 well tested a daily gas production of 101,000 cubic meters in October 2021, marking a significant breakthrough in deep coalbed methane commercial development [2] - The Dajisi gas field has become a benchmark for coalbed methane development, with single wells achieving daily gas production exceeding 100,000 cubic meters, significantly higher than shallow gas wells [3] Achievements and Recognition - The Dajisi gas field has produced over 1 billion cubic meters from multiple high-yield well clusters, with the Jishen 11-6 well group being the 15th to reach this milestone [3] - The Jishen 10-8 Ping 01 well has set records for stable production duration, capacity, and ultimate recoverable reserves (EUR) over a 30-month period [3] - The company received accolades for its contributions to coalbed methane exploration, including a special award for breakthroughs in the Ordos Basin and recognition for the Dajisi block as a world-class super-large deep coalbed methane field [2]

随着特朗普不断加大贸易战的力度，目前已经出现了不少反噬效应。首先是巴西成功获得了我国的大豆订单，现在加拿大也获得了来自我国的石油订单，数 量超过了700万桶。想象一下美国的经济会有多痛，这让特朗普或许意识到自己可能做得太过火了。最近他也表现出了想要服软的态度。那么，为什么我们 选择从加拿大进口石油？特朗普服软又是怎么回事呢？ 面对这种局面，我国并不慌张。失去了美国的石油，我们便加强了与其他国家的合作，互利双赢的局面也让这些国家收益颇丰。特别是加拿大，明显成为了 此次贸易战中的受益者。根据统计数据，最近几个月，中加之间的石油贸易持续上涨，特别是上个月，我国从加拿大进口的石油数量达到了730万桶。 这一数据相当惊人，这也意味着数亿美元的资金流入了加拿大的口袋。想象一下美国石油企业此刻的心情：不仅自己无法从中获利，还看着其他国家赚得盆 满钵满，怎能不让这些企业感到心急如焚呢？特朗普的战略似乎已经走到了死胡同。最初，他通过关税政策试图威胁其他国家，逼迫它们站队，但结果却适 得其反。 石油作为国家经济和工业发展的命脉，是每个国家都极力争取的资源。我国对石油的进口一直非常重视，尽管国内石油资源丰富，但我国并不会轻易开采这 ...

近期，天和经济研究所上市公司研究院发布了2025《中国千强上市公司发展报告》，报告以中国内地A 股市场的5464家上市公司为研究对象，围绕营业收入、净利润及营业收入利润率三项关键财务指标，构 建综合评估体系，遴选出"2025中国千强上市公司"，树立高质量发展标杆，引导企业聚焦主业深化、加 强创新驱动、优化盈利结构，以期推动"科技—产业—资本"良性循环的形成，促进资本市场持续健康发 展，并为投资者、监管机构及市场参与者提供有价值的决策参考。 2025中国千强上市公司 | 排序 | 上市公司名称 | 营业收入 | 伊利润 | 营业收入利润率(%) | | --- | --- | --- | --- | --- | | | | (亿元) | (亿元) | | | 1 | 中国石油天然气股份有限公司 | 29400 | 1646. 76 | 5.6 | | 2 | 中国工商银行股份有限公司 | 8218. 03 | 3658. 63 | 44. 52 | | 3 | 中国建设银行股份有限公司 | 7501. 51 | 3355. 77 | 44. 73 | | 4 | 中国石油化工股份有限公司 | 30700 | 5 ...