数智石油

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奋力当好能源保供“顶梁柱”
Sou Hu Cai Jing· 2025-09-26 00:56
本报记者 丁怡婷 国内油气产量分别占全国约1/2和2/3,能源饭碗越端越牢;近5年累计建成风光发电装机2000万千瓦、 地热供暖面积超9000万平方米,"绿色动能"更加强劲;在全球120多个国家运营近90个油气合作项 目,"走上去"步伐稳健有力…… 今年是中国石油成立75年。"中国石油作为油气行业国有重要骨干企业,必须勇担能源保供'顶梁柱'的 使命责任。"中国石油集团党组书记、董事长戴厚良说。 《 人民日报 》( 2025年09月26日 07 版) 中国石油的发展历程,始终与国家和民族的命运紧密相连,与历史的脉搏同频共振。 过去75年,中国石油突破油气勘探开发技术瓶颈,端稳端牢能源饭碗;未来,中国石油将继续为强国建 设、民族复兴伟业贡献石油力量。 新时代新征程,中国石油集团深入贯彻落实习近平新时代中国特色社会主义思想,坚持以"四个革命、 一个合作"能源安全新战略为指引,奋力提升能源高效供给能力。2024年,中国石油油气保障突破5亿吨 规模,海外油气权益产量当量连续6年稳定在1亿吨,国际贸易量保持5亿吨以上规模。 1949年,我国原油产量仅有12万吨,大城市的公共汽车因为缺油只能背着煤气包。在青天一顶、荒原一 ...
中国石油成立七十五年—— 奋力当好能源保供“顶梁柱”
Ren Min Ri Bao· 2025-09-25 22:03
国内油气产量分别占全国约1/2和2/3,能源饭碗越端越牢;近5年累计建成风光发电装机2000万千瓦、 地热供暖面积超9000万平方米,"绿色动能"更加强劲;在全球120多个国家运营近90个油气合作项 目,"走上去"步伐稳健有力…… 新时代新征程,中国石油集团深入贯彻落实习近平新时代中国特色社会主义思想,坚持以"四个革命、 一个合作"能源安全新战略为指引,奋力提升能源高效供给能力。2024年,中国石油油气保障突破5亿吨 规模,海外油气权益产量当量连续6年稳定在1亿吨,国际贸易量保持5亿吨以上规模。 今年是中国石油成立75年。"中国石油作为油气行业国有重要骨干企业,必须勇担能源保供'顶梁柱'的 使命责任。"中国石油集团党组书记、董事长戴厚良说。 中国石油的发展历程,始终与国家和民族的命运紧密相连,与历史的脉搏同频共振。 发展清洁能源,是改善能源结构、推进生态文明建设的重要任务。2024年,中国石油新能源开发利用能 力占公司国内能源供应比例已达7%。推动低碳发展方面,擦亮"绿"的底色,加速推进"清洁替代、战略 接替、绿色转型"三步走总体部署,2024年发出绿电48亿千瓦时。推动转型升级方面,增强"新"的力 量,向" ...
抚顺石化昆仑MES项目启动试运行
Zhong Guo Hua Gong Bao· 2025-09-12 03:12
Core Insights - Fushun Petrochemical Company has officially launched the Kunlun MES pilot project, marking a significant step in its digital transformation efforts [1] - The project aims to enhance production efficiency and management precision by integrating advanced data management systems across various business processes [1] Group 1: Project Overview - The Kunlun MES pilot project is the first of its kind within the China National Petroleum Corporation (CNPC) and is a key initiative in the company's "Smart Oil" strategic layout [1] - The project encompasses six major business areas, including production, quality, and energy, and features 16 designed application modules [1] Group 2: Implementation Challenges - The company faced multiple challenges during the project implementation, such as large-scale equipment, complex business processes, and weak data collection foundations [1] - The synchronization of new installations with large-scale maintenance and the simultaneous construction of the ERP system and Kunlun MES posed additional difficulties [1] Group 3: Technological Advancements - The project employs an advanced "platform + application" architecture that facilitates both vertical data integration and horizontal business process connectivity [1] - This integration aims to transition production management from a "passive control" approach to a "proactive prediction" model, thereby improving overall operational efficiency [1]
中国石油2025年上半年经营业绩与股东回报保持高位
Jing Ji Wang· 2025-09-08 02:42
Core Viewpoint - China Petroleum & Chemical Corporation (the "Company") reported better-than-expected operating performance in the first half of the year, driven by proactive responses to market changes and advancements in production, technology, and marketing strategies [1] Group 1: Financial Performance - The Company achieved a revenue of 1.5 trillion yuan and a net profit of 84.01 billion yuan in the first half of the year [1] - The board declared an interim dividend of 0.22 yuan per share, totaling 40.26 billion yuan, maintaining a historically high payout level [1] Group 2: Oil and Gas Production - The Company recorded an oil and gas equivalent production of 924 million barrels, a year-on-year increase of 2.0%, with crude oil production at 476 million barrels (up 0.3%) and marketable natural gas production at 2.68 trillion cubic feet (up 3.8%) [2] - The Company made significant breakthroughs in exploration and development, optimizing production capacity and enhancing recovery rates [2] Group 3: Refining and Chemical Business - The Company is advancing its refining and chemical transformation, with significant projects in Jilin and Guangxi achieving mid-stage completion [6] - The production of ethylene and chemical products reached historical highs, with chemical product sales increasing by 4.9% and new materials production up by 54.9% [6] Group 4: Sales and Market Expansion - The Company enhanced its marketing strategies, resulting in a 0.3% increase in domestic refined oil sales and a 1.5 percentage point increase in market share [7] - Sales of natural gas reached 151.5 billion cubic meters, a year-on-year increase of 2.9%, with domestic sales up 4.2% [7] Group 5: Technological Innovation - The Company emphasizes innovation as a primary development strategy, focusing on enhancing core competitiveness in oil and gas exploration, refining, and new energy sectors [8] - The implementation of the "Smart Oil" strategy aims to integrate digital technology with the energy industry, improving efficiency across the entire value chain [8]
中国石油集团拟将5.4亿股股份划转给中国移动集团
第一财经· 2025-09-03 05:42
Core Viewpoint - The article discusses the strategic share transfer between China National Petroleum Corporation (CNPC) and China Mobile Group, highlighting the implications for their collaboration and the optimization of China Petroleum's equity structure [2][3]. Group 1: Share Transfer Details - On September 3, 2023, China Petroleum's stock price rose over 1% following the announcement of a share transfer where CNPC will transfer approximately 541 million A-shares (0.3% of total shares) to China Mobile Group at a price of 0 CNY per share [2]. - Prior to the transfer, China Mobile Group held 179 million shares (0.1% of total shares) through its subsidiary, increasing its total holdings to approximately 720 million shares (0.39% of total shares) post-transfer [2]. Group 2: Strategic Collaboration - The share transfer aims to deepen the strategic cooperation between CNPC and China Mobile Group, expanding their collaboration areas and optimizing the equity structure for mutual benefits [2][3]. - In January 2024, both groups signed a strategic cooperation agreement to enhance collaboration in areas such as basic communication services, digital transformation, 5G applications, artificial intelligence, and financial capital [3]. - Notably, in August 2023, they launched the first large model product in the energy and chemical industry, with parameters increasing from 330 billion to 700 billion by November [3]. Group 3: Digital Transformation Initiatives - CNPC's chairman emphasized the importance of advancing digital empowerment and innovation, implementing the "Digital Oil" strategy, and promoting the integration of digital technology with the energy industry [3].
中国石油集团拟将5.4亿股股份划转给中国移动集团
Di Yi Cai Jing· 2025-09-03 04:14
Core Viewpoint - China National Petroleum Corporation (CNPC) is enhancing its strategic partnership with China Mobile Group through a share transfer, aiming to optimize its equity structure and achieve mutual benefits in various sectors [1][2]. Group 1: Share Transfer Details - CNPC plans to transfer approximately 541 million A-shares (0.3% of total shares) to China Mobile Group at a transfer price of 0 CNY per share [1]. - Following the transfer, China Mobile Group will hold around 720 million shares (0.39% of total shares) in CNPC, increasing its stake from 179 million shares (0.1% of total shares) [1][2]. - The share transfer is part of a broader strategy to deepen cooperation between CNPC and China Mobile Group, focusing on optimizing the company's equity structure [1]. Group 2: Strategic Cooperation - In January 2024, CNPC and China Mobile Group signed a strategic cooperation agreement to enhance collaboration in areas such as basic communication services, digital transformation, and 5G innovation [2]. - In August, the two companies launched the first large-scale model product in the energy and chemical industry, initially with 330 billion parameters, later upgraded to 700 billion parameters [2]. - In May, China Mobile Group supported CNPC in launching a 3000 billion parameter Kunlun model, showcasing their commitment to technological advancement [2]. Group 3: Digital Transformation Initiatives - CNPC's chairman emphasized the importance of advancing digital intelligence initiatives, focusing on high-quality information technology and digital empowerment projects [4]. - The company aims to integrate digital technologies deeply into the energy industry, promoting both digitalization and the development of digital industries [4].
中国石油上半年再获靓丽业绩 以创新引领价值重塑
Mei Ri Jing Ji Xin Wen· 2025-08-28 12:34
Core Viewpoint - China National Petroleum Corporation (CNPC) has demonstrated strong financial performance and resilience in the face of international oil price pressures, maintaining a stable dividend policy and showcasing significant growth in both traditional and emerging business sectors [1][2][3]. Financial Performance - In the first half of 2025, CNPC reported a revenue of 1.5 trillion RMB and a net profit attributable to shareholders of 840.1 billion RMB, which is approximately 117.6 billion USD, exceeding expectations [1][3]. - The company plans to distribute a cash dividend of 0.22 RMB per share, totaling 402.65 billion RMB, which represents 47.94% of its net profit for the period [1]. - CNPC's net profit for 2024 is projected to be 1,646.76 billion RMB, reflecting a year-on-year growth of 2.0% despite a challenging market for global oil giants [2][3]. Market Position and Valuation - CNPC ranks fifth in the Fortune Global 500 and is the second-largest in refining capacity globally, yet its price-to-book (PB) ratio of 1.03 is significantly lower than that of its peers, such as Saudi Aramco at 3.95 [2][3]. - The company has maintained a stable net asset return rate of around 11% from 2022 to 2024, contrasting with the decline seen in major international oil companies [3]. Value Management Initiatives - Recent policies have emphasized the importance of market value management for listed companies, with CNPC integrating value assessment into its management contracts [4][5]. - The company has launched a value management framework that includes both quantitative and qualitative metrics to enhance its market recognition and investor relations [5][6]. Innovation and Transformation - CNPC is focusing on innovation as a key driver for value creation, emphasizing the development of new energy and materials, as well as digital transformation initiatives [7][8]. - The company reported a 70% year-on-year increase in wind and solar power generation and a 54.9% growth in new materials production, maintaining over 50% growth for three consecutive years [7]. - The "Smart Oil" initiative aims to leverage artificial intelligence and digital technologies to enhance operational efficiency and competitiveness in the energy sector [8].
中国石油拟中期分红合计派现超400亿元
Zheng Quan Ri Bao Zhi Sheng· 2025-08-26 16:45
Core Viewpoint - China National Petroleum Corporation (CNPC) reported a strong performance in the first half of 2025, with significant revenue and profit figures despite a decline in international oil prices [1][2]. Financial Performance - CNPC achieved a revenue of 1.5 trillion yuan and a net profit of 84.01 billion yuan in the first half of 2025 [1]. - The company plans to distribute a cash dividend of 0.22 yuan per share, totaling 40.265 billion yuan, with 35.623 billion yuan allocated for A-shares [1]. Market Conditions - The average Brent crude oil price was $71.87 per barrel, down 14.5% year-on-year [1]. - CNPC's oil and gas equivalent production showed steady growth, and sales of refined oil, natural gas, and chemical products increased [1]. Strategic Initiatives - CNPC is accelerating the transformation and upgrading of traditional industries while fostering emerging sectors to create a "second growth curve" and planning for future industries to establish a "third growth curve" [1]. - The company is enhancing its renewable energy business, with a 70% increase in wind and solar power generation [2]. Operational Highlights - CNPC processed 690 million barrels of crude oil and produced 59.572 million tons of refined oil in the first half of 2025 [2]. - Chemical product sales reached 19.971 million tons, a 4.9% increase, while new material production surged by 54.9% [2]. - Non-oil business segments, including LNG and charging services, saw significant growth, with LNG sales up 58.9% and charging volumes up 213% [2]. Investment Activities - CNPC's subsidiary plans to establish three joint ventures with a total investment of 40.016 billion yuan to acquire 100% equity in three gas storage companies [3].
1647亿,中国石油去年净利为何能创新高?
Xin Lang Cai Jing· 2025-04-01 06:06
Core Viewpoint - Despite a decline in international oil prices, China National Petroleum Corporation (CNPC) reported an increase in net profit for the year, achieving a record high for three consecutive years [1][2]. Financial Performance - CNPC's revenue for 2024 was CNY 2.94 trillion, a decrease of 2.5% year-on-year, while net profit attributable to shareholders was CNY 164.68 billion, an increase of 2% [1]. - The company generated free cash flow of CNY 104.35 billion, maintaining over CNY 100 billion for three consecutive years [1]. - The proposed dividend for 2024 is CNY 0.25 per share, with a total payout of approximately CNY 86.02 billion, reflecting a year-on-year increase of 6.8% [1]. Comparison with Peers - CNPC's net profit was the highest among China's "Big Three" oil companies, outperforming Sinopec and CNOOC [2]. - Sinopec reported a net profit of CNY 50.31 billion, a decline of 16.8%, while CNOOC's net profit was CNY 137.9 billion, an increase of 11.4% [2]. Business Segments - The oil and gas and new energy segment accounted for over 30% of CNPC's revenue, with profits in this area increasing by 7.1% to CNY 159.75 billion [5]. - The natural gas sales segment saw the largest profit increase, up 25.5% to CNY 54.01 billion, attributed to effective cost control and market expansion [5]. - Refining and chemical segments experienced a decline in profits, with refining profits down 49.7% to CNY 18.23 billion due to reduced margins and sales [7]. Exploration and Production - CNPC's crude oil production reached 942 million barrels, a 0.5% increase, while marketable natural gas production was 5.13 trillion cubic feet (approximately 145 billion cubic meters), up 4.1% [5]. - The company achieved significant exploration milestones, with a crude oil reserve replacement rate of 0.96 and a natural gas replacement rate of 1.04, marking the best performance in five years [6]. Future Outlook - CNPC aims to enhance its exploration capabilities and increase its natural gas reserves to support its strategic goal of "stable oil and increased gas" [6]. - The company plans to accelerate its transition to a comprehensive international energy and chemical company, focusing on both traditional oil and gas and emerging industries [12]. - By 2025, CNPC targets crude oil production of 936 million barrels and marketable natural gas production of 5.34 trillion cubic feet [12].
中国石油集团董事长戴厚良:加快推进“数智石油”战略举措落实落地
Zheng Quan Shi Bao Wang· 2025-03-20 05:06
Core Insights - The meeting led by the chairman of China National Petroleum Corporation (CNPC) emphasized the importance of embracing artificial intelligence and advancing the "Digital Intelligence Petroleum" strategy [1][2] - The company aims to enhance its information technology capabilities, focusing on digital empowerment, intelligent development, and addressing information technology shortcomings [2] Group 1 - The chairman highlighted the need to deepen the understanding of Xi Jinping's thoughts on building a cyber power and to actively embrace AI [1] - Achievements in key projects such as the information technology reinforcement project, Kunlun large model construction, and the Cloud Dream platform were acknowledged [1] - The company is urged to enhance its sense of responsibility and urgency in adapting to the trends of the intelligent era [1] Group 2 - There is a call to accelerate the development of a production operation management platform and to prioritize network security [2] - The company plans to systematically enhance digital empowerment and strengthen data asset management [2] - Efforts will be made to promote intelligent development, optimize the Kunlun large model release plan, and increase employee engagement [2] Group 3 - The company aims to enhance talent acquisition and training, focusing on cultivating high-end talents who can bridge AI theory, technology, and applications in the energy and chemical industry [2]