2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) disclosed the 2024 salary information for 87 central enterprise leaders, including seven energy and chemical companies [1] Group 1: Salary Information - The pre-tax salary of central enterprise leaders consists of three parts: payable annual salary, employer contributions to social insurance, enterprise annuities, supplementary medical insurance, and housing provident fund, as well as other monetary income [1] - The disclosed salaries for the seven energy and chemical central enterprise leaders range from 650,000 to 1,000,000 yuan, with the total annual salary for these leaders falling between 800,000 and 1,260,000 yuan [2][3] Group 2: Top Earners - The top three earners among the seven energy and chemical central enterprise leaders are from the "Big Three" oil companies: China National Petroleum Corporation (CNPC) Chairman Dai Houliang (978,500 yuan), China National Offshore Oil Corporation (CNOOC) Chairman Wang Dongjin (966,900 yuan), and China Petroleum and Chemical Corporation (Sinopec) Chairman Ma Yongsheng (935,500 yuan) [3] - The remaining leaders' salaries are as follows: China Coal Energy Group Chairman Wang Shudong (910,200 yuan), National Oil and Gas Pipeline Group Chairman Zhang Wei (872,900 yuan), China Sinochem Holdings Chairman Li Fanrong (650,700 yuan), and China Chemical Engineering Group Chairman Mo Dingge (635,600 yuan) [3] Group 3: Salary Changes - The total salary for the leaders of the seven energy and chemical central enterprises has shown an increase, with the exception of the National Oil and Gas Pipeline Group Chairman's salary, which declined compared to 2023 [3] - The top three salary increases for 2024 were recorded by China Sinochem Holdings Chairman Li Fanrong (4.08%), CNPC Chairman Dai Houliang (3.89%), and CNOOC Chairman Wang Dongjin (3.57%) [4] Group 4: Company Performance - In 2024, the "Big Three" oil companies collectively achieved a net profit of over 352.93 billion yuan, averaging approximately 964 million yuan per day [5] - CNOOC reported a revenue of 420.51 billion yuan, a year-on-year increase of 0.9%, and a net profit of 137.94 billion yuan, up 11.4%, marking the second-highest performance in the company's history [5] - CNPC's revenue was 2.94 trillion yuan, a decrease of 2.5% year-on-year, primarily due to falling prices of oil, natural gas, and refined oil products, while achieving a net profit of 164.68 billion yuan, a 2.0% increase [6]

1月21日上午，"'十四五'广东成就"揭阳专场新闻发布会在广州举行。会上，揭阳市委副书记、市长曲 晓杰从产业突围、城乡蝶变、古城新生、民生补短等方面介绍了揭阳过去五年的发展成就。 据介绍，"十四五"期间，揭阳全市地区生产总值超2500亿元，主要经济指标增速多年居全省前列，全市 地方一般公共预算收入2025年达130亿元，"十四五"期间年均增长12%，市县级税收收入较"十三五"末 增长84%、增速连续3年位居全省第一。 揭阳市委副书记、市长曲晓杰。通讯员供图 打造"一化一海五优特"产业集群 滩涂荒地蝶变为"石化森林" 五年来，揭阳坚持"实体经济为本、制造业当家"，累计推进工业投资项目1748个、完成投资额1597亿 元，加快打造以绿色石化、海洋经济两大新兴支柱产业为引擎，服装制鞋、五金机电、食品加工、物流 电商、大健康五大优势特色产业为支撑的"一化一海五优特"产业集群。 昔日的大南海石化工业区曾是一片滩涂荒地，如今已蝶变为塔罐林立的现代化产业基地。"十四五"期 间，揭阳锚定"全球一流绿色石化产业基地"目标，全力保障总投资超700亿元的"超级链主"中石油广东 石化项目顺利投产达产，累计实现产值超3000亿元。依托 ...

Group 1 - The refining and trading sector increased by 0.28% on January 21, with Compton leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the refining and trading sector showed various performance, with Compton rising by 4.98% to a closing price of 17.93 [1] Group 2 - Major stocks that declined included Bohai Chemical, which fell by 3.51% to a closing price of 4.67, and Hengyi Petrochemical, down 2.40% to 11.39 [2] - The overall net inflow of funds in the refining and trading sector was 141 million yuan, with retail investors showing a net outflow of 212 million yuan [2] - The stock performance table indicates significant trading volumes, with Qixiang Tengda achieving a trading volume of 1.1456 million hands and a transaction amount of 632 million yuan [1][2] Group 3 - In terms of fund flow, China Petroleum had a net inflow of 29.2 million yuan, while China Petrochemical saw a net inflow of 10.4 million yuan [3] - Compton experienced a net inflow of 13.6 million yuan, indicating strong institutional interest despite retail outflows [3] - The data shows that retail investors were net sellers in several key stocks, including China Petrochemical and Compton, highlighting a shift in investor sentiment [3]

中国石油集团工程材料研究院有限公司，成立于2021年，位于西安市，是一家以从事专用设备制造业为 主的企业。企业注册资本67911万人民币。通过天眼查大数据分析，中国石油集团工程材料研究院有限 公司共对外投资了4家企业，参与招投标项目1701次，财产线索方面有商标信息15条，专利信息853条， 此外企业还拥有行政许可16个。 国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团工程材料研究院有限公司;西安 三环石油管材科技有限公司申请一项名为"自动化管线焊接设备及方法"的专利，公开号 CN121339608A，申请日期为2024年7月。 专利摘要显示，本发明为一种自动化管线焊接设备及方法，其中，自动化管线焊接设备包括：支撑座， 其包括两底座和中间弧形座；夹持装置，其包括两夹持装置，其中一夹持装置能轴向移动并能周向旋 转；图形采集装置，其包括第一探头和第二探头，第一探头能在两管件夹持在两夹持装置后伸入两管件 之间，并对两管件的坡口端面轮廓进行拍照采集；第二探头能绕管件的外周旋转并能对对接后的两管件 的对接位置进行拍照采集；焊接装置，能绕管件的外周旋转；控制系统，其与其中一夹持装置、图形采 集装置以及焊 ...

国家知识产权局信息显示，中国石油天然气股份有限公司申请一项名为"一种碳酸盐岩潜山油气藏储层 物性分布模型的建立方法"的专利，公开号CN121351325A，申请日期为2024年7月。 专利摘要显示，本发明属于油气开采技术领域，具体涉及一种碳酸盐岩潜山油气藏储层物性分布模型的 建立方法、系统，旨在解决现有技术构建的碳酸盐岩潜山油气藏储层物性分布模型精度较低的问题。本 方法包括：建立碳酸盐岩潜山的顶面构造、内幕地层构造的三维网格体，作为第一、第二网格体；构建 第一网格体的裂缝分布模型；构建第二网格体的沉积层段索引参数模型及各沉积层段岩石成分分布模 型，并赋值到第一网格体；得到主要影响因素；对第一网格体的非过井网格进行条件模拟，生成非过井 网格的物性参数；非过井网格的物性参数赋值至对应的第二网格体的网格，得到碳酸盐岩潜山油气藏储 层物性分布模型。本发明提升了碳酸盐岩潜山油气藏储层物性分布模型的构建精度。 天眼查资料显示，中国石油天然气股份有限公司，成立于1999年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本18302097万人民币。通过天眼查大数据分析，中国石油天然气股 份有限公司共对外投 ...

2016-2025年1-11月石油、煤炭及其他燃料加工业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：恒逸石化（000703），岳阳兴长（000819），大庆华科（000985），东华能源（002221）， 国创高新（002377），齐翔腾达（002408），宝莫股份（002476），荣盛石化（002493），宇新股份 （002986），中国石油（601857），康普顿（603798），美锦能源（000723），安泰集团（600408）， 山西焦化（600740） 相关报告：智研咨询发布的《中国煤炭产业全景调研及未来发展趋势研判报告（2026版）》 2025年1-11月，石油、煤炭及其他燃料加工业企业数（以下数据涉及的企业，均为规模以上工业企业， 从2011年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入200 ...

Group 1 - The China Petroleum and Chemical Industry Index decreased by 0.57% as of January 21, 2026, with mixed performance among constituent stocks, including Zhejiang Longsheng and Yara International leading gains, while Luxi Chemical and Hengyi Petrochemical faced declines [1] - The Petrochemical ETF (159731) fell by 0.50%, with a latest price of 1 yuan and a record high scale of 625 million yuan, having attracted a total net inflow of 344 million yuan over the past 10 days [1] - The Petrochemical ETF has seen a net value increase of 64.29% over the past two years, with the highest single-month return reaching 15.86% and the longest consecutive monthly gain lasting for 8 months, with an average monthly return of 5.25% [1] Group 2 - The top ten weighted stocks in the China Petroleum and Chemical Industry Index as of December 31, 2025, include Wanhua Chemical, China Petroleum, and China Petrochemical, collectively accounting for 56.73% of the index [2] - The performance of key stocks includes Wanhua Chemical down by 1.79%, China Petroleum up by 0.30%, and China Petrochemical down by 0.33%, among others [4] - The Petrochemical ETF closely tracks the China Petroleum and Chemical Industry Index, with various linked products available for investment [4] Group 3 - Huaxin Securities remains optimistic about the three major oil companies, particularly China Petrochemical, which benefits from lower raw material costs due to declining international oil prices [1] - Private refining companies are also expected to gain from the current downturn in oil prices due to their higher chemical yield and production efficiency [1]

Core Viewpoint - Hong Kong oil stocks experienced a collective rise at the beginning of trading, driven by an increase in international oil prices and geopolitical tensions affecting oil supply [1] Group 1: Market Performance - China Petroleum & Chemical Corporation (Sinopec) saw a price increase of over 2%, while China National Offshore Oil Corporation (CNOOC) rose by 1.2% [2] - China Petroleum (PetroChina) increased by 2.07% to a price of 8.380, and Sinopec rose by 1.63% to 5.000 [2] - China Oilfield Services and Shanghai Petrochemical also showed gains, with increases of 1.39% and 0.69% respectively [2] Group 2: Oil Price Influences - International oil prices rose by over 1.5% in the previous night’s trading [1] - Everbright Securities highlighted the impact of the Federal Reserve's potential interest rate cuts and ongoing global trade conflicts on oil demand expectations for 2026 [1] - The geopolitical risk premium for oil has increased due to heightened tensions in Iran, contributing to rising oil prices [1] Group 3: OPEC+ Decisions - OPEC+ has decided to pause production increases for Q1 2026, which may alleviate market concerns regarding oil supply [1] - Future production levels will be determined based on changes in the oil market [1]

Core Insights - The Brand Finance 2026 Global Brand Value 500 report highlights Apple's continued dominance as the world's most valuable brand, with a brand value of $607.64 billion, reflecting a growth of 5.8% [5][6] - The report indicates that the United States leads with 192 brands contributing 53.4% of the total brand value, followed by China with 68 brands at 15.1% [3][5] - The banking sector remains the highest valued industry globally, contributing 12.5% of total brand value with 79 brands, while media and electronics follow [3][5] Company Highlights - Apple maintains its position as the top brand, with a brand value of $607.64 billion, driven by strong performance in services including advertising and cloud services [5][6] - Microsoft ranks second with a brand value of $565.25 billion, showing a significant growth of 22.6%, bolstering its leadership in AI and cloud services [5][6] - TikTok (Douyin) has seen a remarkable brand value increase of 45.1%, reaching $153.54 billion, making it the highest valued Chinese brand and sixth globally [7][19] - The State Grid of China ranks tenth globally with a brand value of $102.44 billion, leading the utilities sector and achieving a 19.6% growth [8][19] - China Petroleum and China Petrochemical also show positive growth in brand value, with China Petroleum at $35.74 billion and China Petrochemical at $30.42 billion [11][20] Industry Insights - The banking industry is highlighted as the strongest sector for Chinese brands, with a total brand value of $417 billion from 13 banks, marking a 1.4% increase [10] - The utilities sector, led by the State Grid, shows strong performance, with China Southern Power Grid achieving a 33.2% growth in brand value [9][10] - The food and beverage sector is represented by Yili, which ranks third globally in the food industry with a brand value of $14.5 billion, reflecting a 29.2% growth [13][21] - The insurance sector also performs well, with six out of seven Chinese brands on the list showing growth, particularly China People's Insurance with a 12% increase [15][21] - The engineering sector sees China holding nine out of twenty brands, with China National Building Material achieving a 1.3% growth in brand value [15][21]