长江商报消息 ●长江商报记者 沈右荣 400.16亿元！中国石油（601857.SH，00857.HK）大手笔收购。 8月26日晚，中国石油发布公告，公司下属全资子公司太湖公司拟与相关合资方分别以现金出资，新设三家由太湖 公司控股的合资公司，合资公司拟合计出资400.16亿元收购三家储气库公司。 对于此次收购，中国石油称，完善产业布局，实现天然气产业链整体效益最大化。 公告显示，三家储气库公司均属于盈利资产，并表之后，将为中国石油贡献一定的利润。 8月26日晚，中国石油还同步披露了2025年上半年的业绩报告。上半年，公司实现营业收入1.45万亿元，同比下降 6.74%；归母净利润约为840亿元，同比下降5.42%。公司解释，受原油、成品油价格下降及油气产品销量变化综 合影响，营业收入出现下降。 2025年中期，中国石油拟派发现金红利约403亿元，占当期归母净利润的47.94%。 中国石油前十大股东中，2025年二季度，"国家队"中央汇金、证金公司持股没有变化，陆股通也没有减持。 油价下跌净利阶段性下降 受国际原油价格波动影响，中国石油的经营业绩阶段性承压，但符合预期。 半年报显示，2025年上半年，中国石油实 ...

Core Insights - China National Petroleum Corporation (CNPC) announced a significant asset acquisition worth over 40 billion yuan, aimed at enhancing the stability and competitiveness of its natural gas supply chain [1] - The company also reported its 2025 semi-annual performance, showing a decline in overall revenue and profit, but highlighted growth in natural gas sales [2][3] Group 1: Asset Acquisition - CNPC's subsidiary, Taihu Company, plans to establish three joint ventures to acquire 100% equity in three gas storage companies for a total of 400.16 billion yuan [1] - The acquisition will add 10.97 billion cubic meters of working gas capacity, improving the company's peak-shaving ability and overall efficiency of the supply chain [1] - The transaction is expected to significantly reduce related party transactions between CNPC and its group companies [1] Group 2: Financial Performance - As of the end of 2024, the three acquired gas storage companies reported net assets of 13.069 billion yuan, 7.904 billion yuan, and 10.467 billion yuan, with combined revenues of 4.643 billion yuan and net profits of 1.858 billion yuan [2] - In the first half of 2025, CNPC's total revenue was 1.45 trillion yuan, a decrease of 6.7% year-on-year, while net profit fell by 5.4% to 839.93 billion yuan [2] - Despite the overall decline, natural gas sales increased by 2.9% to 151.495 billion cubic meters, with domestic sales growing by 4.2% [2] Group 3: Shareholder Returns - CNPC plans to distribute a cash dividend of 0.22 yuan per share, totaling 40.265 billion yuan, to reward shareholders despite the challenging financial environment [3]