早盘速递 2025/5/20 热点资讯 1、4月份我国经济顶住压力稳定增长。国家统计局发布数据显示，今年4月份，全国规模以上工业增加值同比增长6.1%，服务业 生产指数增长6%，社会消费品零售总额增长5.1%。1-4月份，全国固定资产投资同比增长4%，扣除房地产开发投资后增长8%。数 据还显示，4月全国城镇调查失业率为5.1%，比上月下降0.1个百分点；1-4月全国房地产开发投资同比下降10.3%，新建商品房 销售面积下降2.8%。 2、国家统计局发布70城房价数据显示，4月份，一、二线城市新房价格环比持平，三线城市略有下降，各线城市房价同比降幅 均持续收窄。新房价格环比上涨城市有22个，比上月减少2个，上海、大连新房价格环比涨幅全国第一；二手房价环比上涨城市 有5个，比上月减少5个，赣州二手房价环比涨幅居首。中原地产首席分析师张大伟认为，"小阳春"行情已经过去，市场进入 短暂的需求真空期。 4、巴西植物油行业协会（Abiove）周一在一份报告中称，巴西2024/25年度大豆产量预估为1.697亿吨，此前预估为1.696亿 吨；大豆压榨量预估为5750万吨；将出口量预估小幅下调至1.082亿吨，此前为1.08 ...

5月20日，参考消息援引外媒报道，俄罗斯副总理诺瓦克对媒体表示，中方提出将俄罗斯对华石油年供 应量增加250万吨，俄方愿意予以保障。为此，俄罗斯石油管道运输公司需要制订出通过哈萨克斯坦扩 大出口的技术方案清单。 报道称，根据俄罗斯政府5月初发布的政令，面向中国西部炼油厂的石油供应上限可从1000万吨提升至 1250万吨，供应期限最长延至2034年。 诺瓦克说："这是中方的提议，我们愿意保障供应，但为此需要引入具体的技术方案。" 他表示，此事涉及通过哈萨克斯坦向中国供应石油。他说："需在管道运输领域开展具体工作，详细方 案清单将由俄罗斯石油管道运输公司制订，目前正在推进此事。" 2023年，时隔四年后，俄罗斯再次成为中国最大原油进口国。中国海关总署数据显示，该年，中国从俄 罗斯进口原油超过1.07亿吨，同比增24%，约占到去年中国原油总进口量的19%。这也是中国从俄罗斯 进口原油首次超过1亿吨。 去年，中国从俄罗斯进口原油达到1.08亿吨，占中国原油进口总量的20%。俄罗斯继续位居中国原油进 口最大来源国。同期，中国共进口原油5.53亿吨，同比下降1.9%；进口金额为3247亿美元，同比下降 3.9%。 中国石 ...

Core Insights - Zhao Zengquan, a chief technician at China National Petroleum Corporation, has developed innovative tools to address challenges in oil extraction and pipe maintenance, significantly improving operational efficiency [2][3][5] - The "pumpable recyclable casing inner wall rust removal tool" and "turbine negative pressure local reverse circulation milling tool" are key inventions that have enhanced the safety and efficiency of oil well operations [2][3][4] Group 1: Innovations and Tools - The "pumpable recyclable casing inner wall rust removal tool" utilizes a closed-loop system to remove rust from oil pipes, achieving a 75% increase in efficiency and a 50% reduction in labor input compared to traditional methods [3][5] - The "turbine negative pressure local reverse circulation milling tool" improves the removal of debris and blockages in complex wells, achieving a 100% success rate in field applications and saving over 6 million yuan per single well maintenance [5][4] Group 2: Industry Challenges - Rust on oil pipes has been identified as a major cause of accidents in oil extraction, accounting for over 60% of engineering incident triggers [2][3] - Traditional rust removal methods are labor-intensive and inefficient, leading to safety risks and operational delays [2][3] Group 3: Achievements and Recognition - Zhao Zengquan has led a team that has obtained 39 national invention patents and 49 utility model patents, addressing 109 production challenges since the establishment of the expert studio in 2018 [5][6] - In 2025, Zhao was recognized as a national labor model for his contributions to the industry [2]

今日(5月19日)24时起，油价下调！ 国际能源署(IEA)5月15日发布的月度石油市场报告显示，今年剩余时间全球石油需求增速将放缓至65万 桶/日，低于一季度99万桶/日的增速；预计今年全球石油需求增长平均增速为74万桶/日，2026年全球石 油需求增长平均增速为76万桶/日，均较上月估计值有所上调。 下一次调价窗口将在2025年6月3日24时开启。展望后市，隆众资讯分析师李彦认为，尽管市场对原油需 求前景的预期有所好转，但美国与伊朗的谈判取得重大进展，美伊局势有望缓和，或提振原油供应。同 时，全球经济和需求在短期内难以显著改善。综合来看，下一轮成品油调价下调的概率较大。 民生证券认为，尽管"欧佩克+"在5月初表示将继续超预期增产，但在国际局势影响下，油价在经历回落 之后迅速回升。考虑到"欧佩克+"后续增产的影响将逐步显现，目前油价上行空间相对有限。预计短期 内油价仍将在60美元/桶至65美元/桶的区间进行宽幅震荡。 国家发展改革委5月19日发布的通知显示，自5月19日24时起，国内汽、柴油价格(标准品，下同)每吨分 别降低230元和220元。 卓创资讯（301299）数据显示，本轮成品油零售限价下调落地后 ...

智通财经5月19日电，欧盟委员会贸易委员东布罗夫斯基斯表示，欧盟本周将向七国集团财长提议降低 俄罗斯海运石油的价格上限，或提议将价格上限设定为每桶50美元。 ...

Group 1: Rare Earth Crisis - China has implemented export controls on rare earth materials, significantly impacting the U.S. due to its reliance on Chinese technology for refining rare earth metals [1][3] - The U.S. is attempting to recover rare earth elements from old hard drives, but this method yields limited quantities and does not alleviate supply pressures [3] - Plans for deep-sea mining for rare earths are hindered by the lack of refining technology in the U.S., making the situation a complex challenge for the country [3] Group 2: Oil Price War - OPEC+ countries, including Saudi Arabia and Russia, announced a significant increase in oil production, raising daily output to 411,000 barrels, leading to a drop in international oil prices below $60 per barrel [5] - While the increase in oil production may ease inflationary pressures for the U.S., it poses a threat to the U.S. shale oil industry, which may struggle to compete with lower prices [5] - The high production costs associated with shale oil could lead to significant risks for the industry if oil prices remain low, potentially resulting in a contraction of the sector [5] Group 3: Political Implications - The current geopolitical and economic challenges have led to a shift in the U.S. administration's stance, with indications that President Trump may not seek a third term [7] - Trump's acknowledgment of potential successors suggests a change in strategy as the administration faces mounting pressures from both domestic and international fronts [7]

以下文章来源于凤凰网财经 ，作者凤凰网财经 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 美东时间4月2日下午，特朗普在白宫玫瑰园召开特别发布会，宣布美国进入"国家紧急状态"，并绕 过国会90天法定审议程序，对全球所有国家和地区征收10%的"基准关税"，对部分贸易伙伴加征高额 的所谓"对等关税"，4月9日正式生效。 特朗普的这份全球关税名单中， 甚至包括南极附近的无人岛群赫德岛与麦克唐纳群岛，只有海豹、 企鹅栖息的自然保护区甚至也被纳入征税。 | Reciprocal Tariffs | | | | --- | --- | --- | | Country São Tomé and Príncipe | 10% | 10% | | Norfolk Island | 58% | 29% | | Gibraltar | 10% | 10% | | Tuvalu | 10% | 10% | | British Indian Ocean Territory | 10% | 10% | | Tokel ...

Investment Rating - The report maintains a positive outlook on the petrochemical industry, suggesting investment opportunities in key companies [3][5]. Core Insights - The EIA has continuously revised down its oil price forecasts for 2025 and 2026, now predicting an average of $66 and $59 per barrel respectively. The forecast for US natural gas prices is $4.1 and $4.8 per million British thermal units for the same years [6][7]. - Global oil demand growth is expected to remain stable, with IEA projecting increases of 740,000 and 760,000 barrels per day for 2025 and 2026 respectively. OPEC forecasts a demand increase of 1.3 million and 1.28 million barrels per day for the same years [10][11]. - On the supply side, OPEC is expected to contribute additional production, with EIA forecasting a global oil production increase of 1.38 million and 1.3 million barrels per day for 2025 and 2026 respectively [15][18]. Summary by Sections Upstream Sector - Brent crude oil futures closed at $65.41 per barrel, a 2.35% increase week-on-week. WTI futures rose by 2.41% to $62.49 per barrel [25]. - The US oil rig count decreased to 576, down by 2 from the previous week and down 28 year-on-year [38][41]. Refining Sector - The Singapore refining margin increased to $12.72 per barrel, while the US gasoline crack spread rose to $27.41 per barrel [6][19]. - The report anticipates improved refining profitability as oil prices adjust, with a gradual recovery expected as economic conditions improve [6][19]. Polyester Sector - PTA prices have risen, while PTA profitability has declined. The report notes that the overall performance of the polyester industry is average, with a potential improvement expected as new capacities come online [6][19]. Investment Recommendations - The report recommends focusing on high-quality refining companies such as Hengli Petrochemical, Rongsheng Petrochemical, and Dongfang Shenghong. It also suggests investing in companies with high dividend yields like China National Petroleum and CNOOC [21][22]. - For the downstream polyester sector, companies like Tongkun Co. and Wankai New Materials are highlighted as potential investment opportunities [21][22].

01 关税战后首访中东 当地时间 5 月 13 日，美国总统唐纳德 · 特朗普 开启为期四天的中东访问行程，先后到访沙特阿 拉伯、卡塔尔和阿联酋。 而此次访问以经济合作为核心，随行团队包括特斯拉 CEO 马斯克、贝莱德 CEO 拉里 · 芬克等商 界领袖，以及国务卿卢比奥、国防部长赫格塞思等政府高官。 沙特承诺未来四年向美国投资 6000 亿美元，并计划提升至 1 万亿美元，涵盖能源、国防、科技等 领域。其中，沙特与美国签署了史上最大军售协议，价值 1420 亿美元，涵盖 5 大领域 —— 加强 空军和太空能力、防空和导弹防御、海上和沿海安全、边境安全和陆军现代化、信息和通讯系统升 级，并涉及美军对沙特的军事培训支持。 在其他领域，沙特的 DataVolt 公司将对美国的 AI 数据中心和能源基建投资 200 亿美元。谷歌、 DataVolt 、甲骨文、 Salesforce 、超威半导体和优步承诺在美沙两国的尖端技术领域投资 800 亿美元。 然而，美国对印度的质量控制规定存有疑虑，认为这构成了非关税贸易壁垒。这让印度颇为不满， 5 月 13 日消息，印度已向世界贸易组织（ WTO ）申诉，提议对在美国制造 ...

北达科他州监管机构预计石油和天然气钻机数量将减少约5台，压裂队伍将减少约2支。 ...