今年"情暖驿站"活动持续提供"3+10+X"免费服务，其中"3"即重点关怀春运返乡人群（自驾及乘车人 员）、卡车司机、返乡摩骑；"10+X"涵盖药品、热水、简易维修工具、手机充电、便民油桶、食品加 热、道路指引等10项基础服务，部分驿站还提供个性化服务。 中国青年报客户端广东肇庆2月2日电（邝思羽 中青报·中青网记者 林洁）今天，中国石化"情暖驿站·满 爱回家"大型春节公益活动启动，活动春运志愿者上岗仪式同步举行。即日起至3月14日，中国石化在广 东、广西、湖南、湖北、云南、贵州、江西等七省（区）春运客流集中的700座加能站开设"情暖驿 站"，为返乡及出行群众提供近20项暖心服务。 "我志愿参加情暖驿站志愿服务！"在广东肇庆康州南加能站现场，百人志愿者方队列队宣誓。春运期 间，将有超过8000名志愿者驻守"情暖驿站"，提供路线指引、热食分发、安全宣传等服务。 暖驿站"活动现场。主办方供图 2026年"情 2026年"情 暖驿站"活动现场。主办方供图 广东省青年志愿者行动指导中心主任张献伟说，"情暖驿站"已成为汇聚社会爱心的重要平台，众多志愿 者的加入为平安春运、温暖春运注入蓬勃的青春力量。 这是中国石化自20 ...

成本降幅超30% 厨余垃圾变船舶燃料 1月31日，由华东理工大学讲席教授、欧洲科学院院士、复洁科技首席科学家陈德领衔的"沼气全碳定向 转化制绿色甲醇关键技术与中试验证项目"关键节点推进情况汇报会在上海老港生态环保基地举行。 近日，该技术中试装置投料开车成功，产出符合航运绿色燃料标准的绿色甲醇。不仅填补了国际沼气全 碳转化制船用绿色燃料领域的技术空白，也为全球航运业绿色转型提供了物质基础。 据介绍，项目由华东理工大学与上海复洁科技、上海城投、中石化上海工程公司、上港能源等单位共同 攻关完成。作为科技成果从"实验室"走向产业化应用的关键桥梁，这套高效能中试装置包含了具有自主 知识产权的电驱动沼气混合重整、绿色甲醇定向合成、耦合热泵精馏以及热集成优化系统。 绿色甲醇被公认是航运脱碳的未来，但它的规模化推广面前横着一道实实在在的"成本高墙"。 陈德院士介绍到，通过热值换算，500吨绿色甲醇约相当于200多吨重油。目前绿色甲醇的交易价为每吨 9000多元，而重油仅3000多元，单次加注价差390万元以上。这惊人的价差，让绿色甲醇陷入了"环保虽 好，却用不起"的尴尬。 而制造它的关键原料之一，就隐藏在我们日常丢弃的有机垃 ...

证券之星消息，2月2日炼化及贸易板块较上一交易日下跌3.8%，泰山石油领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。炼化及贸易板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600028 | 中国石化 | 1.11 Z ﮯ | 6.02% | -6116.95万 | -3.31% | -4999.16万 | -2.71% | | 000059 华锦股份 | | 1421.05万 | 4.71% | -606.22万 | -2.01% | -814.83万 | -2.70% | | 002986 宇新股份 | | -302.05万 | -3.58% | -1337.64万 | -15.87% | 1639.69万 | 19.45% | | 603353 和顺石油 | | -420.16万 | -0.85% | -2288.91万 | - ...

Group 1: Macro Insights - The report highlights that the recent volatility in gold and silver prices is primarily driven by market momentum reversals, with silver attracting high leverage and speculative funds since November 2025 [2][5] - The report anticipates that after the appointment of the new Federal Reserve Chairman, there will be more interest rate cuts than the market expects, with short-term U.S. Treasury yields likely to decline [2][4] - The report notes that the recent decline in the manufacturing PMI does not indicate a weakening economy, as it reflects a temporary fluctuation rather than a downward trend [10] Group 2: Commodity Market Analysis - The report indicates that the recent crash in silver prices has led to liquidity risks that may spread to other commodities, particularly in the non-ferrous metals sector [5][6] - It emphasizes the importance of monitoring the support levels for gold prices, particularly the 60-day moving average, which is currently at $4,400 per ounce [5] - The report suggests that the Shanghai Futures Exchange has implemented measures to manage the risk of a one-sided market in silver futures [5] Group 3: Equity Market Outlook - The report predicts a rebound in the A-share market following the Spring Festival, driven by positive sentiment from performance forecasts and new developments in sectors like AI applications and commercial aerospace [6][10] - It advises a balanced ETF allocation in domestic equities, reflecting a cautious yet optimistic outlook for the market [11] Group 4: Bond Market Perspective - The report notes that the bond market is expected to see increased buying activity due to risk aversion and expectations of monetary easing, with 10-year yields projected to decline to around 1.80% [7][10] - It highlights that the recent adjustments in risk appetite have created trading opportunities in government bonds as a hedge against stock market volatility [4][7]

据生意社监测，ABS02月01日最新价格9350.00元/吨，最近5天上涨4.76%，10天上涨7.78%，20天上涨 10.00%，30天上涨13.33%。 相关生产商有：华锦股份(000059)普利特(002324)国恩股份(002768)中国石油(601857)南京聚隆(300644) 银禧科技(300221)恒力石化(600346)金发科技(600143)长鸿高科(605008)中国石化(600028)等。 据生意社监测，ABS02月01日最新价格9350.00元/吨，最近5天上涨4.76%，10天上涨7.78%，20天上涨 10.00%，30天上涨13.33%。 相关生产商有：华锦股份(000059)普利特(002324)国恩股份(002768)中国石油(601857)南京聚隆(300644) 银禧科技(300221)恒力石化(600346)金发科技(600143)长鸿高科(605008)中国石化(600028)等。 ...

格隆汇2月2日｜今日石化板块回调，鲁西化工、华峰化学分别跌8.9%和6.8%，带动石化ETF下跌 2.6%，但资金选择继续抢筹，盘中获净申购3200万份，冲击"19连吸金"。 事实上，近期资金持续流入石化ETF(159731)，从1月7日起已经连续18个交易日获资金净申购，合计净 流入13.51亿元，居同标的产品第一。 相关产品： 消息面上： 石化ETF(159731)跟踪石化产业指数，基础化工+石油石化双轮驱动，占比超91%，细分领域覆盖炼油化 工 (25.4%)、聚氨酯 (10.6%)、钾肥 (8.6%)、磷肥及磷化工(7.1%) 等关键细分领域，直接受益于反内卷显 效下，石化行业出清带来的涨价预期，权重股包括万华化学（全球 MDI龙头）、中国石油（国内油气 龙头）、中国石化（国内炼化龙头）、盐湖股份（国内钾肥龙头）等。 光大证券指出，2025年以来，石化行业从简单的"减油增化"到强调明确未来高附加值转化的方向，标志 着政策进入新阶段，随着全球石化产能的调整与重组及国内治理"内卷式"竞争行动的展开，未来低价恶 性竞争有望被遏制。 ①伊朗地缘局势紧张程度加剧，原油的地缘政治风险溢价上升，油价上涨。"欧佩克+ ...

Core Viewpoint - The A-share market is experiencing volatility and decline, particularly in the oil and gas sector, with significant net inflows into the oil and gas ETF Huatai-PineBridge (159309) despite the downturn [1][3]. Group 1: Market Performance - As of 13:22, the oil and gas ETF Huatai-PineBridge (159309) has dropped over 4%, with a net inflow of more than 106 million yuan during the day, marking a total of over 500 million yuan in inflows over the past 15 days [1]. - Major component stocks of the oil and gas ETF have mostly retreated, with Intercontinental Oil and Gas down over 9%, and China National Offshore Oil Corporation and China Petroleum down over 4% [3]. Group 2: Component Stocks - The top ten component stocks of the oil and gas ETF include: - Jerry Holdings (002353) up 1.71% - CNOOC (601857) down 3.54% - China Petroleum (600028) down 1.54% - Intercontinental Oil and Gas (600759) down 9.91% [4]. Group 3: Geopolitical and Supply Factors - Geopolitical risks have eased, with the U.S. indicating a positive relationship with Venezuela, potentially sharing oil revenues, and ongoing negotiations with Iran [5]. - OPEC+ members have agreed to maintain their production cut policies, with a commitment to market stability and low inventory levels [5]. Group 4: Industry Outlook - The medium to long-term outlook for the oil and gas industry remains positive, with expected exploration and development spending to maintain historical median levels from 2024 to 2030 [7]. - Key variables affecting the market include North American data center construction progress, OPEC+ production policies, and domestic policies on refining capacity [7]. Group 5: ETF Characteristics - The oil and gas ETF Huatai-PineBridge (159309) focuses on the oil and gas industry chain, including exploration, equipment, refining, and sales, emphasizing companies with quality reserves and low-cost advantages [8]. - The ETF has a streamlined sample size of 44 stocks, ensuring high purity with all top ten component stocks being leading oil and gas companies [8].

Group 1 - OPEC and non-OPEC oil-producing countries have decided to maintain their production plan established in November 2025 and continue to suspend production increases until March 2026 [1] - Current regional risk premium related to the Iran issue is estimated at $8-10 per barrel, with the market still facing an oversupply situation [1] - The performance of the China Oil and Gas Index (399439) shows mixed results among its constituent stocks, with Jerry Holdings leading at a 1.94% increase [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Oil and Gas Index (399439) include China National Petroleum, China National Offshore Oil, and Sinopec, collectively accounting for 66.76% of the index [2] - The Penghua Oil ETF (159697) closely tracks the China Oil and Gas Index and has seen a net inflow of 86 million shares, marking 17 consecutive days of net inflow [1][3]

Group 1 - The Energy ETF Guangfa (159945) opened down 5.00%, trading at 1.253 yuan [1] - Major holdings in the Energy ETF Guangfa include China Shenhua down 0.67%, China Petroleum down 2.90%, China Petrochemical down 1.69%, Shaanxi Coal and Chemical down 1.66%, China National Offshore Oil down 4.70%, and others showing varied performance [1] - The performance benchmark for the Energy ETF Guangfa is the CSI All Share Energy Index, managed by Guangfa Fund Management Co., with a return of 31.88% since its inception on June 25, 2015, and a return of 11.60% over the past month [1]

Group 1 - Oil and gas assets have performed well due to geopolitical tensions and extreme weather, with international oil prices significantly rising; WTI crude futures increased by 6.78% and Brent crude futures by 7.30% [1] - A rare winter storm in the U.S. Gulf Coast temporarily reduced crude oil production by approximately 2 million barrels per day, reinforcing expectations of short-term supply tightening and driving oil prices higher [1] - The National Bureau of Statistics reported that as of January 20, 2026, the price of liquefied petroleum gas (LPG) in circulation rose by 1.18% month-on-month, reaching 4482.2 yuan/ton, the highest since late September 2025 [1] Group 2 - The Huatai-PineBridge Oil and Gas ETF (561570) tracks the CSI Oil and Gas Industry Index, which includes 60 fundamentally strong A-share companies across various segments of the oil and gas industry, providing a convenient tool for investors to access the overall opportunities in the sector [2] - The ETF has attracted significant attention with continuous net inflows for six consecutive trading days, accumulating over 86 million yuan, and the average daily trading volume exceeding 33 million yuan, significantly higher than the levels seen in 2025 [2] - The fund manager, Huatai-PineBridge, is one of the first ETF managers in China, with a strong track record, and offers competitive fee structures to help investors minimize costs [2]