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兰石化最吃香的专业?一文带你全面了解西北能源人才的黄金赛道
Sou Hu Cai Jing· 2025-05-08 08:34
兰石化最吃香的专业?一文带你全面了解西北能源人才的黄金赛道 作为西北地区石油化工领域的"黄埔军校",兰州石化职业技术大学(简称兰石化)凭借深厚的行业积 淀,培育了大量紧俏的能源化工人才。本文将揭秘该校就业率最高、薪资最具竞争力的三大王牌专业, 带你看懂行业趋势下的专业选择逻辑! 一、石油化工技术:能源行业的"常青树" 核心优势 •国家级示范专业,实训基地对标中石油兰州石化千万吨级炼化装置 课程升级:新增碳中和技术模块,涵盖CO₂捕集与封存(CCUS)实操 就业爆发点 传统强企:中石油/中石化炼化板块技术员(起薪8K+,享高原补贴) 新兴领域:光伏材料上游企业(如隆基硅料事业部急缺工艺工程师) 二、油气储运技术:国家管网的"血脉工程师" 行业壁垒 西北独家:拥有长输管道仿真实训系统,教学标准对接西气东输三线工程 技术迭代:学习智慧管网SCADA系统操作与LNG接收站安全管理 跨界融合 DCS控制系统:浙大中控合作实验室,还原现代化工中央控制室场景 工业互联网:开设工业大数据分析课程,对接甘肃"东数西算"工程 薪资标杆 岗位溢价:自动化工程师平均薪资较传统岗位高40%(12-18K/月) 头部企业:万华化学智能工 ...
荣盛石化(002493) - 002493荣盛石化投资者关系管理信息20250507
2025-05-08 07:12
证券简称:荣盛石化 证券代码:002493 荣盛石化股份有限公司投资者关系活动记录表 编号:2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他(请文字说明其他活动内容) | | | 公司董事长李水荣先生 | | | 独立董事郑晓东先生 | | 活动参与人员 | 财务总监王亚芳女士 | | | 董事会秘书全卫英女士 | | 时间 | 2025 年 5 月 7 日 15:00~16:00 | | 地点 | 全景网"投资者关系互动平台"(http://ir.p5w.net) | | 形式 | 网络远程 | | | 荣盛石化于 年 月 日 在全景网全 2025 5 7 15:00~16:00 | | | 景•路演天下(http://rs.p5w.net)举行 2024 年年度业绩 | | | 网上说明会。本次交流活动采用网络远程的方式举行, | | | 问答环节主要问题如下: | | 交流内容及具体问答 | 问题 1:请问贵公司未来盈利增长的主要驱 ...
燃料油日报:埃及燃料油进口逐渐增加-20250508
Hua Tai Qi Huo· 2025-05-08 02:58
燃料油日报 | 2025-05-08 埃及燃料油进口逐渐增加 市场分析 上期所燃料油期货主力合约日盘收涨2.05%,报2888元/吨;INE低硫燃料油期货主力合约日盘收涨2.72%,报3399 元/吨。 原油价格超跌后昨日反弹,反映不确定性因素较多,短期趋势不明朗,对下游FU、LU价格指引有限。 就燃料油自身基本面来看,虽然前期现货端紧张的矛盾已缓解,炼厂与船燃端需求面临利空。但随着夏季临近, 中东、埃及等地电厂终端需求将迎来季节性提升。其中,埃及预计成为今年重要的消费增量来源,由于国内天然 气产量下滑,埃及将使用更多燃料油来作为替代发电原料。目前埃及需求已经有明显增长的迹象,参考船期数据, 5月份埃及高硫燃料油进口量预计达到61万吨,同比去年提升16万吨。参考去年季节性规律,到夏季高峰时埃及进 口可能还有20-30万吨/月的增长空间,对于高硫油市场来说是潜在的利好驱动。 低硫燃料油方面,近期市场结构呈现边际好转的迹象,现货贴水、月差与裂解价差回升,西区套利船货供应边际 收紧,短期供应压力有限,但中期矛盾尚未逆转,5月欧洲新增ECA区域将对船燃端消费形成进一步冲击。 策略 高硫方面:震荡 低硫方面:震荡 跨品 ...
石油沥青日报:盘面上行,提振现货市场氛围-20250508
Hua Tai Qi Huo· 2025-05-08 02:48
Group 1: Report's Investment Rating - No information provided on the industry investment rating Group 2: Core Views - The upward movement of the futures market has boosted the atmosphere of the asphalt spot market, but the supply - demand weakness pattern generally continues, with a slight increase in refinery operating rates and production [1] - The overall inventory pressure is currently limited, but attention should be paid to the marginal supply changes after profit restoration [1] - The strategy for the asphalt market is a unilateral oscillation, with no suggestions for inter - period, cross - variety, spot - futures, or options trading [2] Group 3: Market Analysis Summary Futures Market - On May 7, the closing price of the main BU2506 contract of asphalt futures in the afternoon session was 3432 yuan/ton, up 89 yuan/ton or 2.66% from the previous day's settlement price; the open interest was 114,336 lots, a net increase of 418 lots, and the trading volume was 233,614 lots, a net increase of 39,209 lots [1] Spot Market - The spot settlement prices of heavy - traffic asphalt from Zhuochuang Information are: 3700 - 4086 yuan/ton in Northeast China, 3410 - 3720 yuan/ton in Shandong, 3320 - 3430 yuan/ton in South China, and 3500 - 3570 yuan/ton in East China [1] - The asphalt spot prices in the Northwest, North China, and Shandong regions increased yesterday, while those in other regions remained generally stable [1] Fundamental Situation - As of May 6, 2025, the total inventory of 54 domestic asphalt sample refineries was 881,000 tons, a 2.2% increase from April 28 [1]
【图】2025年3月甘肃省原油加工量数据
Chan Ye Diao Yan Wang· 2025-05-08 02:11
摘要:【图】2025年3月甘肃省原油加工量数据 2025年3月原油加工量统计: 原油加工量:131.6 万吨 图1:甘肃省原油加工量分月(当月值)统计图 2025年1-3月原油加工量统计: 同比增长:-1.6% 增速较上一年同期变化:高2.9个百分点 据统计,2025年3月甘肃省规模以上工业企业原油加工量与上年同期相比下降了1.6%,达131.6万吨,增 速较上一年同期高2.9个百分点,增速较同期全国低2.0个百分点,约占同期全国规模以上企业原油加工 量6305.8万吨的比重为2.1%。 详见下图: 增速较上一年同期变化:低1.5个百分点 原油加工量:364.7 万吨 同比增长:-3.3% 据统计,2025年1-3月,甘肃省规模以上工业企业原油加工量与上年同期相比下降了3.3%,达364.7万 吨,增速较上一年同期低1.5个百分点,增速较同期全国低4.9个百分点,约占同期全国规模以上企业原 油加工量18224.8万吨的比重为2.0%。详见下图: 图2:甘肃省原油加工量分月(累计值)统计图 注:主要能源产品产量月度统计范围为规模以上工业法人单位,即年主营业务收入2000万元及以上的工 业企业。 产业调研网为您提 ...
沥青早报-20250508
Yong An Qi Huo· 2025-05-08 01:44
沥青早报 研究中心能化团队 2025/05/08 沥 青 日期 华东现货低 价 山东现货低价 东北现货低价 盘面价格 主力基差 盘面主力-马瑞 油成本价差 韩国华东CI F 韩国华东价格 人民币 山东焦化料 2025/04/28 3520 3450 3800 3451 69 192 463 4078 4290 2025/04/29 3520 3450 3800 3430 90 258 463 4077 4260 2025/04/30 3520 3450 3800 3408 112 - 463 4076 4260 2025/05/06 3520 3410 3700 3361 129 - 455 4011 4260 2025/05/07 3500 3410 3700 3432 58 - 455 4011 4260 变化 -20 0 0 71 -71 - 0 0 0 日度点评: 山东现货持稳,市场参考价3510-3700元/吨。沥青盘面震荡,裂差利润中性水位。山东地区汽油柴油小幅上涨。沥青日产6. 3(+0)万吨。 周度观点: 本周原油端供应趋紧、油价上涨,沥青价格随之走高,山东现货小幅上涨、盘面小幅走强,开工低位 ...
燃料油早报-20250508
Yong An Qi Huo· 2025-05-08 01:42
| 国 内 F U | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 日期 | FU 01 | FU 05 | FU 09 | FU 01-05 | FU 05-09 | FU 09-01 | | 2025/04/28 | 2742 | 3067 | 2880 | -325 | 187 | 138 | | 2025/04/29 | 2684 | 3010 | 2818 | -326 | 192 | 134 | | 2025/04/30 | 2643 | 3010 | 2767 | -367 | 243 | 124 | | 2025/05/06 | 2572 | 2555 | 2696 | 17 | -141 | 124 | | 2025/05/07 | 2618 | 2598 | 2744 | 20 | -146 | 126 | | 变化 | 46 | 43 | 48 | 3 | -5 | 2 | | | | | | 燃料油早报 | | 研究中心能化团队 2025/05/08 | | | --- | --- | --- | --- | -- ...
宏源期货品种策略日报:油脂油料-20250508
Hong Yuan Qi Huo· 2025-05-08 01:20
Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The improvement in the macro - atmosphere has driven the rebound of oil prices. However, if the tariff issue is not effectively resolved, it will still suppress the market in the long - term. The supply of PX has tightened, and the demand has been further consolidated. The fundamentals of supply and demand may improve, and market confidence has increased. [2] - With the rise in oil prices and many PTA device overhauls, PTA has accelerated inventory reduction this week. In the short term, PTA spot prices will mainly fluctuate with the cost. The polyester factory starts at the beginning of the month, and there may be pressure on the shipment of polyester filament later. The downstream polyester maintains high - level operation in May, which alleviates concerns about the decline in market demand. [2] - The mainstream negotiation price of polyester bottle - chips in the Jiangsu and Zhejiang markets has increased. The supply - side quotes have mostly followed the upward adjustment, and the market trading atmosphere is average. Some overhauled devices are expected to restart, and the downstream will mainly consume inventory in the short term. [2] - It is expected that PX, PTA, and PR will operate in a volatile manner, waiting for the results of the China - US talks. [2] Summary by Related Content Price Information - **Upstream**: On May 7, 2025, the futures settlement price of WTI crude oil was $58.07 per barrel, down 1.73% from the previous value; Brent crude oil was $61.12 per barrel, down 1.66%. The spot price of naphtha (CFR Japan) was $562 per ton, up 1.31%. The spot price of xylene (isomeric grade, FOB South Korea) was $657.5 per ton, up 2.65%. [1] - **PTA**: The closing price of the CZCE TA main contract was 4466 yuan per ton, up 2.38%; the settlement price was 4458 yuan per ton, up 2.29%. The domestic PTA spot price was 4482 yuan per ton, down 1.49%. The CCFEI price index of domestic PTA was 4565 yuan per ton, up 1.90%. [1] - **PX**: The closing price of the CZCE PX main contract was 6288 yuan per ton, up 2.58%; the settlement price was 6270 yuan per ton, up 2.52%. The domestic PX spot price remained unchanged at 5918 yuan per ton. The PXN spread was $206 per ton, up 7.15%; the PX - MX spread was $110.5 per ton, up 3.76%. [1] - **PR**: The closing price of the CZCE PR main contract was 5778 yuan per ton, up 1.55%; the settlement price was 5772 yuan per ton, up 1.58%. The mainstream market price of polyester bottle - chips in the East China market was 5780 yuan per ton, up 1.58%; in the South China market, it was 5830 yuan per ton, up 1.75%. [1] - **Downstream**: On May 7, 2025, the CCFEI price index of polyester staple fiber was 6380 yuan per ton, up 0.95%; the price index of polyester chip was 5660 yuan per ton, up 1.62%; the price index of bottle - grade chip was 5780 yuan per ton, up 1.58%. [2] Operating Conditions - The operating rate of PX in the polyester industry chain remained unchanged at 78.18% on May 7, 2025. The PTA factory load rate was 71.03%, down 2.90% from the previous value. The load rates of polyester factories, bottle - chip factories, and Jiangsu and Zhejiang looms remained unchanged. [1] Production and Sales - On May 7, 2025, the sales rate of polyester filament was 61%, an increase of 31 percentage points; the sales rate of polyester staple fiber was 125%, an increase of 52 percentage points; the sales rate of polyester chips was 70%, an increase of 32 percentage points. [1] Device Information - Hengli Petrochemical plans to overhaul the 2.5 - million - ton PTA device in Huizhou on April 28 and the 2.2 - million - ton PTA device in Dalian around May 10, and will reduce the contract supply in May. [2] Transaction Strategy - Driven by crude oil, the TA2509 contract closed at 4466 yuan per ton (up 2.48%), with an intraday trading volume of 1.3 million lots. Due to the PX overhaul season, the supply decreased, and the 2509 contract closed at 6288 yuan per ton (up 2.81%), with an intraday trading volume of 27,050 lots. PR followed the cost, and the 2506 contract closed at 5778 yuan per ton (up 1.69%), with an intraday trading volume of 26,300 lots. [2]
关税影响“验证期”的投资思路
2025-05-07 15:20
关税影响"验证期"的投资思路 20250507 摘要 • 为应对关税冲击,中国推出一揽子金融政策以稳定市场和预期,但政策对 冲效果有待观察,需关注城市更新等逆周期政策及配套融资。 • 全球经济增长预期普遍下调,美国消费者信心指数和企业雇佣指数创新低, 但中美流动性充裕支撑黄金、白银等金融属性大宗商品价格。 • 能源板块因 OPEC 成员国竞相增产面临供给侧压力,价格可能螺旋下跌; 全球制造业周期放缓影响未完全显现,需规避受关税冲击的工业品。 • 全球去美元趋势下,亚洲货币被低估,美国追求贸易平衡或导致美元资产 配置下行,黄金作为避险资产配置价值提升。 • 央行通过降准降息等措施稳市场,重点支持科技创新、产业升级、资本市 场、消费及房地产市场,货币政策先行推动资产价格上升。 • 铜价因供给紧张和贸易失衡表现强劲,但若美国关税落地或非美地区开工 率下降,铜价可能下跌,上行空间有限,下行风险积聚。 • 能源市场背景下降,但天然气、核电及海外电力表现优于预期,国内核电 重启加速,中国铀矿需求庞大,将显著拉动铀矿价格及产能。 Q&A 当前宏观局势和周期品投资策略如何应对特朗普政府的关税政策变化? 当前宏观局势较为混沌, ...
沥青早报-20250507
Yong An Qi Huo· 2025-05-07 14:44
Report Summary 1) Report Industry Investment Rating No investment rating is provided in the report. 2) Core Viewpoint of the Report This week, due to the tightening supply of crude oil and rising oil prices, asphalt prices increased. Shandong's spot prices rose slightly, and the futures market strengthened marginally. With low production and a slight increase in shipments, factory inventories continued to decline while social inventories increased, resulting in stable overall inventories. The market is showing marginal improvement. Although the fundamentals have slightly improved, the short - term outlook is weakly stable, and inventories are expected to gradually accumulate at a low level in the first half of the year. The price is expected to fluctuate with crude oil, and attention should be paid to the actual inventory situation and the impact of US sanctions on raw materials. Consider long positions in distant contracts such as the 09 contract [1]. 3) Summary by Directory a) Daily Review Shandong's spot prices remained stable, with a market reference price of 3,510 - 3,700 yuan/ton. The asphalt futures market fluctuated, and crack spread profits were at a moderate level. Gasoline and diesel prices in Shandong increased slightly. Asphalt daily production was 6.3 (+0) million tons [1]. b) Weekly Viewpoint - **Price Movement**: This week, due to tight crude oil supply and rising oil prices, asphalt prices increased. Shandong's spot prices rose slightly, and the futures market strengthened marginally [1]. - **Inventory Status**: Low production and a slight increase in shipments led to a continuous decline in factory inventories and an increase in social inventories, resulting in stable overall inventories. The market is showing marginal improvement. The north has a tight supply, while the supply in East and South China is relatively abundant [1]. - **Factors Affecting the Market**: Positive factors include low inventory levels, tight and expensive heavy - oil raw materials, and a decrease in production in April. Negative factors include weak demand, weak spot prices in East and South China, and price cuts by Sinopec [1]. - **Outlook and Suggestions**: The fundamentals have slightly improved, and the short - term outlook is weakly stable. Inventories are expected to gradually accumulate at a low level in the first half of the year. The price is expected to fluctuate with crude oil. Attention should be paid to the actual inventory situation and the impact of US sanctions on raw materials. Consider long positions in distant contracts such as the 09 contract [1].