摘要：【图】2025年3月甘肃省燃料油产量数据分析 2025年3月燃料油产量统计： 燃料油产量：1.4 万吨 同比增长：65.5% 增速较上一年同期变化：低74.8个百分点 2025年1-3月燃料油产量统计： 燃料油产量：3.8 万吨 同比增长：62.9% 增速较上一年同期变化：低57.6个百分点 据统计，2025年1－3月，甘肃省规模以上工业企业燃料油产量与上年同期相比增长了62.9%，达3.8万 吨，增速较上一年同期低57.6个百分点，增速放缓，增速较同期全国高72.7个百分点，约占同期全国规 模以上企业燃料油产量1084万吨的比重为0.4%。详见下图： 据统计，2025年3月甘肃省规模以上工业企业燃料油产量与上年同期相比增长了65.5%，达1.4万吨，增 速较上一年同期低74.8个百分点，增速放缓，增速较同期全国高67.2个百分点，约占同期全国规模以上 企业燃料油产量390.4万吨的比重为0.4%。 详见下图： 图1：甘肃省燃料油产量分月（当月值）统计图 石油化工行业最新动态 石油市场调研及发展趋势 化工行业监测及发展趋势 日化未来发展趋势预测 润滑油现状及发展前景 汽油发展前景趋势分析 柴油的现状和发 ...

Core Insights - AI technology is becoming a crucial force for enhancing efficiency, quality, and core competitiveness in the industrial sector, particularly in the petrochemical industry, which needs to transition towards a new generation of intelligent manufacturing driven by digitalization and AI [1][2] Group 1: Industry Challenges and Opportunities - The petrochemical industry faces significant external pressures and must leverage digital transformation to overcome bottlenecks, aiming for a "curve overtaking" strategy under safe and reliable conditions [1] - Key challenges in implementing AI in the petrochemical sector include limited data sample sizes, high technical barriers, low replicability of solutions, and a shortage of cross-disciplinary talent [2][3] Group 2: Technological Innovations - Zhongkong Technology has developed a matrix of 15 cutting-edge technologies, including AI-driven catalyst core process research and predictive maintenance technologies, significantly enhancing the intelligence level in industries like petrochemicals and power generation [4] - The introduction of the TPT time series model has shown to reduce software investment by 50%-80%, decrease labor costs by 30%-50%, and improve revenue by 1%-3%, demonstrating its effectiveness in optimizing complex processes [4] Group 3: New Business Models - Zhongkong Technology has proposed a new enterprise intelligent operation architecture called "1+2+N," integrating various models to create a closed loop covering the entire supply chain [5][6] - Innovative business models such as subscription-based services and online marketplaces are being introduced to lower entry barriers for companies, facilitating the ecological implementation of industrial AI [6] Group 4: Future Outlook - The industry is transitioning from a "tool revolution" to a "cognitive revolution," with AI expected to take on a larger share of work, thereby freeing human labor and enhancing future competitiveness [6]

行业 沥青日报 日期 2024 年 5 月 14 日 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：李金（甲醇） 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 能源化工研究团队 研究员：李捷,CFA（原油沥青） 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（碳市场工业硅） 研究员 ...

请阅读正文后的声明 每日报告 一、行情回顾与操作建议 | 表1： | | 行情回顾(美元/桶) | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | SC：元/桶 | | 开盘 | 收盘 | 最高 | 最低 | 涨跌幅% | 成交量（万手） | | WTI | 主力 | 60.97 | 61.53 | 63.13 | 60.56 | 1.57 | 22.33 | | Brent | 主力 | 64.05 | 64.99 | 66.40 | 63.88 | 1.69 | 41.80 | | SC | 主力（元/桶） | 489.3 | 479.5 | 489.9 | 477.1 | 1.08 | 7.7 | 行业 原油日报 日期 2025 年 5 月 14 日 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 028-8663 0631 penghaozhou@c ...

中化新网讯 近日，我国首套多环芳烃轻质化工业试验装置完成技术标定，多环芳烃转化率突破50%、 目标产品选择性达85%，超越项目预期指标。这标志着中国石油在高端炼化技术领域再下一城，为破解 芳烃产业链"劣质芳烃"处理难题找到有效路径。 据该公司副总工程师、研究院院长李振忠介绍，辽阳石化将继续遵循 "技术迭代、链式突破"路线图设 计，持续推进高质量完成芳烃全碳链灵活转化成套工艺包开发，并着手攻关新一代异构化技术，推动链 式跃升，在成套技术中灵活转化。 近年来，国内对二甲苯(PX)产能井喷式增长，行业利润率持续走低，传统芳烃产业链遭遇"增产不增 效"的困局。面对每年超百万吨的碳11和重质芳烃资源仅能作为低价燃料油的行业痛点，辽阳石化研究 院经过4年攻关，开发出"芳烃全碳链高附加值转化"成套技术。其中，多环芳烃转化技术通过引入甲苯 实现烷基转移，让碳11和重芳烃在催化剂作用下实现分子重构。 辽阳石化创新开发了复合分子筛多级孔体系，使LYPAT-1催化剂兼具烷基转移、加氢裂化和抗结焦能 力，犹如在分子尺度建造"立体交通网"，让不同碳数的芳烃分子各行其道。"传统催化剂就像'挑食的孩 子'，只能处理特定组分。"辽阳石化研究 ...

Meeting Overview - The company will hold the 2024 Annual General Meeting, the first A-share class meeting of 2025, and the first H-share class meeting of 2025 on June 11, 2025 [2][3] - The meetings will be convened by the Board of Directors of China Petroleum & Chemical Corporation Shanghai Petrochemical Company [2] - Voting will be conducted through a combination of on-site and online methods, allowing A-share shareholders to participate in both formats [2] Meeting Schedule - The Annual General Meeting will start at 14:00, followed by the A-share class meeting at 14:15, and the H-share class meeting at 14:30 on the same day [3] - The location for the meetings is Jinshan Hotel, No. 1 Jinyi East Road, Jinshan District, Shanghai, China [3] Online Voting Details - Online voting will be available through the Shanghai Stock Exchange's shareholder meeting online voting system on June 11, 2025 [4] - Voting times for the trading system are from 9:15 to 9:25, 9:30 to 11:30, and 13:00 to 15:00 on the day of the meeting [4] Voting Procedures - Shareholders involved in margin trading, transfer, and other related accounts must follow the relevant regulations for voting [5] - The company will also collect votes from shareholders who have publicly solicited voting rights [6] Meeting Agenda - The agenda for the Annual General Meeting and the A-share and H-share class meetings includes various resolutions that have been previously disclosed [8] - Special resolutions will be presented during the Annual General Meeting and corresponding resolutions during the A-share and H-share class meetings [9] Voting Rights and Procedures - Shareholders must complete voting for all resolutions before submission [13] - Shareholders can authorize representatives to attend and vote on their behalf, with specific documentation required for verification [17][25] Attendance Requirements - Shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch after the close of trading on the record date are eligible to attend the meetings [14] - Company directors, supervisors, senior management, and appointed lawyers are also allowed to attend [15][16] Additional Information - The company will suspend H-share stock transfer registration from June 6, 2025, to June 11, 2025, to confirm shareholder rights for attending the meetings [19] - The company’s contact information for the meeting secretariat is provided for any inquiries [20]

5月13日，A股市场整体涨跌互现。 截至收盘，上证指数收报3374.87点，上涨0.17%，深证成指收报10288.08点，下跌0.13%，创业板指数收报2062.26 点，下跌0.12%，北证50指数下跌0.94%。A股市场合计成交13261.79亿元，较上一交易日减少148.22亿元。 1.A股市场全天主力资金净流出309.13亿元 今日A股市场主力资金开盘净流出103.11亿元，尾盘净流出1879.87亿元，A股市场全天主力资金净流出309.13亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2025-5-13 | -309. 13 | -103.11 | -1879. 87 | -170. 36 | | 2025-5-12 | 135. 56 | 26. 58 | -1583. 26 | 112. 58 | | 2025-5-9 | -365.63 | -168. 41 | -1863. 46 | -173. 71 | | 2025 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the chemical industry, including Sinopec, China National Petroleum, and China National Offshore Oil Corporation [10]. Core Viewpoints - The report highlights significant price increases in natural gas (6.81%) and paraxylene (5.30%), while synthetic ammonia and coal tar experienced notable declines [4][20]. - It suggests focusing on investment opportunities in import substitution, domestic demand, and high-dividend assets due to the current market dynamics and geopolitical uncertainties [6][22]. Summary by Sections Price Movements - Major price increases this week include natural gas (6.81%), paraxylene (5.30%), and urea (4.86%), while significant declines were seen in synthetic ammonia (-4.35%) and hydrochloric acid (-4.76%) [4][20][22]. Market Analysis - The report discusses the impact of OPEC's recent production cuts on international oil prices, which have stabilized around $61.02 per barrel for WTI and $63.91 for Brent, with expectations of a central price around $70 in 2025 [6][20]. - It emphasizes the importance of domestic chemical products that can replace imports due to tariff impacts, particularly in lubricants and specialty coatings [8][22]. Company Recommendations - Specific companies recommended for investment include Sinopec, China National Petroleum, and China National Offshore Oil Corporation, which are expected to benefit from high dividend yields [6][22]. - The report also highlights opportunities in the tire industry, suggesting companies like Senqcia and Sailun Tire as potential investments following recent price corrections [8][22]. Sector Performance - The overall performance of the chemical industry remains weak, with mixed results across sub-sectors due to past capacity expansions and weak demand [22]. - However, certain sectors like tires, lubricants, and coatings are showing better-than-expected performance, warranting continued attention [22].

2025年1-3月燃料油产量分析： 据国家统计局数据，在2025年的前3个月，湖南省规模以上工业企业燃料油产量累计达到了1.5万吨，与 2024年同期的数据相比，下降了54.8%，增速较2024年同期低93.8个百分点，增速较同期全国低45.0个 百分点，约占同期全国规模以上企业燃料油产量1084万吨的比重为0.1%。 图表：湖南省燃料油产量分月（累计值）统计 2025年3月燃料油产量分析： 摘要：【图】2025年1-3月湖南省燃料油产量数据分析 单独看2025年3月份，湖南省规模以上工业企业燃料油产量达到了0.8万吨，与2024年同期的数据相比， 3月份的产量下降了56.3%，增速较2024年同期低265.6个百分点，增速较同期全国低54.6个百分点，约 占同期全国规模以上企业燃料油产量390.4万吨的比重为0.2%。 图表：湖南省燃料油产量分月（当月值）统计 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。 产业调研网为您提供更多 石油化工行业最新动态 石油现状及发展前景 化工发展前景趋势分析 日化的现状和发展趋势 润滑油行业现状与发展趋势汽油市场现 ...

石油沥青日报 | 2025-05-13 宏观情绪好转，沥青盘面跟随原油走强 市场分析 1、5月12日沥青期货下午盘收盘行情：主力BU2506合约下午收盘价3481元/吨，较昨日结算价上涨53元/吨，涨幅 1.55%；持仓107567手，环比下降2504手，成交165731手，环比下跌28348手。 2、卓创资讯重交沥青现货结算价：东北，3700—4086元/吨；山东，3430—3750元/吨；华南，3320—3460元/吨； 华东，3500—3570元/吨。 昨日山东、华南以及川渝地区沥青现货价格出现上涨，其余地区沥青现货价格大体企稳。原油以及沥青期货整体 走势偏强，支撑沥青现货市场氛围，日盘收盘后中美首轮谈判发布联合声明，带动宏观情绪转暖，对沥青盘面存 在进一步提振。就沥青自身基本面而言，供需两弱格局延续，库存维持低位，市场存在支撑。但另一方面，沥青 终端需求增长幅度仍有限，或制约现货价格的上行动力。 策略 单边：震荡 跨期：无 跨品种：无 期现：无 期权：无 风险 原油价格大幅波动、宏观风险、海外原料供应风险、沥青终端需求变动、装置开工负荷变动等 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一 ...