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 ...

Core Viewpoint - The integration of artificial intelligence (AI) with the energy sector presents unprecedented opportunities, emphasizing the need for strategic positioning to enhance high-quality development in the energy industry [2]. Group 1: AI and Energy Integration - The 2026 National Energy Work Conference highlights the importance of AI in driving new productivity in the energy sector during the 14th Five-Year Plan period [2]. - The integration of AI and energy is expected to create significant multiplier effects, leading to unprecedented development prospects [2]. - Over 30 large models in the energy sector have been developed by major companies such as China National Petroleum Corporation and State Grid, showcasing the practical applications of AI in various energy fields [3]. Group 2: Practical Implementation and Collaboration - The National Development and Reform Commission and the National Energy Administration have issued guidelines for promoting AI in energy, focusing on applications in power grids, renewable energy, and new business models [3]. - The collaboration between AI and energy requires a deep understanding of their interdependent development, with AI reshaping energy operations and enhancing efficiency [3][4]. - Key areas for collaboration include planning, operational stability, and the integration of green energy with data centers, ensuring a stable and quality power supply [4]. Group 3: Future Outlook - The advancement of energy technology is accelerating, with the potential for AI and energy integration to yield significant benefits as pilot projects and standards are developed [5]. - Future scenarios may include the establishment of "green computing clusters" near renewable energy bases, enhancing local energy consumption and value [5]. - The energy revolution and the rise of intelligent technologies are expected to create a robust and smart energy system, contributing to sustainable economic and social development [5].

中央纪委国家监委网站 文子玉 随后，监督检查组转战位于通州区的北京华油联合燃气公司马驹桥门站。该门站承接陕京线气源，肩负 着北京经济技术开发区、通州区、大兴区等地3.3万户居民的供气任务，是天然气进入千家万户的"最后 一站"之一。 监督检查组深入工艺区，仔细查验设备运行、安全巡检台账、应急补气装置等。汪洋拿起一个便携式燃 气泄漏检测仪，询问日常检测频次和标准等，门站站长陈龙详细介绍每一道安全保障流程。 就在这时，园区内突然响起警报声。只见工作人员立即按预案行动：中控室值班员锁定报警点位，穿戴 好防护装备的巡检员手持检测仪，快步进入工艺区进行检测，相关人员迅速做好应急处置。"你们安全 弦绷得紧，预案响应迅速。"汪洋说道。 陈龙表示，当前站内生产设备良好、保供物资充足、应急预案有效，安全风险整体受控，"我们有信心 为人民群众温暖过冬保驾护航。" 返程途中，监督检查组在车上梳理着一天的检查情况，讨论着下一步监督重点。"我们将进一步紧盯保 供部门政治担当、责任落实情况，聚焦元旦春节等重要节点时段，全面拧紧责任链条，切实守住民生用 气底线。"汪洋告诉记者。 时值冬季，北京的气温已跌破零度。在中国石油大厦内的智能运营中心 ...

中国石油化工股份回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.17 | 71.20 | 4.450 | 4.320 | 315.34 | | 2025.12.16 | 118.00 | 4.400 | 4.320 | 512.78 | | 2025.12.15 | 76.40 | 4.390 | 4.280 | 330.60 | | 2025.12.12 | 67.80 | 4.320 | 4.290 | 292.43 | | 2025.12.11 | 254.60 | 4.370 | 4.280 | 1096.15 | | 2025.12.10 | 204.00 | 4.380 | 4.300 | 882.34 | | 2025.12.09 | 350.00 | 4.500 | 4.370 | 1540.60 | | 2025.12.08 | 120.00 | 4.540 | 4.490 | 541.90 | | 2025.12.05 | 86.00 | ...

Group 1 - The report forecasts that the Brent crude oil price will fluctuate around $60-65 per barrel in 2026, with potential short-term increases due to geopolitical factors [3][6][7] - The midstream and downstream sectors are expected to improve, driven by a global economic resonance from the Federal Reserve's interest rate cuts and supply-side contractions due to anti-involution policies [3][7] - Investment opportunities are highlighted in cyclical growth stocks, coal chemical equipment investments, and high-dividend sectors [3][8] Group 2 - In 2025, oil prices are projected to oscillate between $60-70 per barrel, with a slight recovery in midstream and downstream sectors [6][7] - The report outlines a three-phase oil price trend in 2025, characterized by initial declines, a subsequent recovery, and a final drop influenced by geopolitical tensions and OPEC's production decisions [6][27] - Natural gas prices are expected to decrease due to increased LNG supply, with the JKM and TTF gas prices showing a downward trend compared to the previous year [6][30] Group 3 - The chemical industry is experiencing a weak recovery, with structural improvements in end-consumer demand, particularly in the textile sector, although domestic consumption remains under pressure [7][56] - The report anticipates an upward trend in industry prosperity as global interest rate cuts stimulate economic activity [7][8] - Key investment themes include cyclical opportunities, growth stocks, and companies benefiting from the coal chemical investment cycle [8][9] Group 4 - The report emphasizes the importance of high-quality growth stocks, particularly in the coal chemical sector and energy companies with stable cash flows and high dividend yields [8][9] - Specific companies highlighted for potential investment include Satellite Chemical, Baofeng Energy, and high-dividend firms like CNOOC, PetroChina, and Sinopec [8][9] - The report also notes the expected benefits for companies involved in high-end material imports and coal chemical equipment investments as the domestic coal chemical investment cycle unfolds [8][9]

中国石油化工股份(00386)发布公告，于2025年12月17日，该公司斥资315.34万港元回购71.2万股股份， 每股回购价格为4.32-4.45港元。 ...