Core Insights - In the first half of 2025, the petroleum coke production in Zhejiang Province reached 127.2 thousand tons, marking a 4.9% increase compared to the same period in 2024, with a growth rate 20.1 percentage points higher than 2024 and 9.4 percentage points above the national average [1] - In June 2025 alone, the petroleum coke production in Zhejiang Province was 21.5 thousand tons, representing a 2.4% increase year-on-year, with a growth rate 19.1 percentage points higher than 2024 and 4.8 percentage points above the national average [2] Production Analysis - The total petroleum coke production in Zhejiang Province accounted for 8.1% of the national output of 1,567.4 thousand tons in the first half of 2025 [1] - In June 2025, Zhejiang's production represented 8.4% of the national output of 254.9 thousand tons [2] Monthly Trends - The data indicates a consistent upward trend in petroleum coke production in Zhejiang Province, with significant year-on-year growth rates observed in both the first half of the year and specifically in June [1][2]

11月19日早盘，A股市场在中国石化、中国石油以及银行股等诸多大盘股的带领下，大举反攻。A50也是直线 拉升，一度涨超1%。但日本股市午后开盘再度跳水，欧美股市期指再度走弱。与此同时，外围亦传出大消 息。 据日本共同社报道，日本经济刺激计划规模预计将超过20万亿日元，用于为日本经济刺激计划提供资金的追加 预算规模预计约为17万亿日元。可能因这一规模超出市场预期，日本国债继续遭大规模抛售，10年期国债收益 率一度飙到了1.78%以上。 此时，日本方面也有行动。日本央行行长植田和男、财务大臣片山皋月和经济财政大臣城内实将于当地时间下 午6:10举行会晤，片山皋月将于会谈后在19日下午6:30对媒体发表谈话。 反攻之后又跳水 日本股市午后开盘又变脸！ 日本方面表示，日本央行行长植田和男、财务大臣片山皋月和经济财政大臣城内实将于当地时间19日下午6:10 举行会晤。 高盛此前表示，随着投资者开始担忧日本推出的刺激规模可能大于预期，日本的财政风险溢价正在回归，这将 给长期国债和日元带来压力。市场越来越担心日本政府可能会放弃其"年度预算收支平衡"承诺以及长期财政目 标。市场普遍担心，日本长期国债收益率可能再度大幅攀升，并 ...

港股上午盘三大指数呈现高开低走行情，市场情绪持续疲弱，并且录得4连跌行情。截止午盘，恒生指 数跌0.45%，国企指数跌0.35%，恒生科技指数跌0.98%。权重科技股多数继续走低，尤其是小米跌超 4%再创阶段新低，昨日逆势走高的半导体再度弱势，汽车股、内房股、濠赌股普遍下跌。另外，三桶 油活跃，中国石油化工创阶段新高，机构称继续看好金价上行，连续下跌的黄金股集体反弹。(格隆汇) ...

人民财讯11月19日电，企查查APP显示，近日，中石化深度检测科技（上海）有限公司成立，注册资本 1.53亿元，经营范围包含：新材料技术研发；实验分析仪器销售；软件销售等。企查查股权穿透显示， 该公司由中国石化（600028）全资持股。 ...

摘要：【图】2025年1-6月新疆维吾尔自治区煤油产量数据分析 据国家统计局数据，在2025年的前6个月，新疆维吾尔自治区规模以上工业企业煤油产量累计达到了 60.4万吨，与2024年同期的数据相比，增长了16.7%，增速较2024年同期低22.0个百分点，增速放缓， 增速较同期全国高17.2个百分点，约占同期全国规模以上企业煤油产量2813.9万吨的比重为2.1%。 图表：新疆维吾尔自治区煤油产量分月（累计值）统计 2025年6月煤油产量分析： 单独看2025年6月份，新疆维吾尔自治区规模以上工业企业煤油产量达到了10.3万吨，与2024年同期的 数据相比，6月份的产量增长了42.0%，增速较2024年同期高41.4个百分点，继续保持增长，增速较同期 全国高30.7个百分点，约占同期全国规模以上企业煤油产量509.4万吨的比重为2.0%。 2025年1-6月煤油产量分析： 图表：新疆维吾尔自治区煤油产量分月（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 ...

Group 1 - The core viewpoint of the article highlights the strong performance of the "three oil giants" in the Hong Kong stock market, with China Petroleum & Chemical Corporation (Sinopec) leading the gains at 3.38%, reaching a new high since August [1][2] - China National Petroleum Corporation (PetroChina) shares increased by 2.6%, while China National Offshore Oil Corporation (CNOOC) rose by 2.36% [1][2] - The recent strong stock performance is attributed to multiple favorable factors, including geopolitical influences, OPEC+ policies, and domestic fundamentals [2] Group 2 - OPEC+ decided to suspend its oil production increase plan for the first quarter of 2026 to support oil prices [2] - Huatai Securities released a 2026 outlook for the petrochemical sector, indicating that the oil supply-demand situation may face temporary pressure, but a recovery point for bulk commodities is anticipated [2] - The report suggests that improvements in domestic demand, coupled with export support and supply optimization, may lead to a new round of recovery, with high-quality chemical assets likely to undergo value reassessment [2]

华泰证券发布石油化工2026年度展望：原油供需面阶段性承压，大宗周期品迎复苏拐点，新材料和新技 术亮点纷呈。2026年内需改善叠加出口支撑，且"反内卷"等助力供给优化，新一轮复苏有望到来，具备 全球竞争优势的优质化工资产或将迎来价值重估。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 消息上，近期港股市场上的"三桶油"（中海油、中石油、中石化）受到地缘政治、OPEC+政策以及国 内基本面的多重利好推动，股价表现强势。OPEC+本月初决定暂停2026年第一季度的原油增产计划， 以支撑油价。 11月19日，港股三桶油持续表现活跃，其中，中国石油化工涨3.38%领衔，且创今年8月以来新高，中 国石油股份涨2.6%，中国海洋石油涨2.36%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00386 | 中国石油化工股 | 4.590 | 3.38% | | 00857 | 中国石油股份 | 9.070 2.60% | | | 00883 | 中国海洋石油 | 22.320 2.39% | | ...

2025年1-6月乙烯产量分析： 据国家统计局数据，在2025年的前6个月，江西省规模以上工业企业乙烯产量累计达到了0.87万吨，与 2024年同期的数据相比，增长了178.0%，增速较2024年同期高240.03个百分点，增速较同期全国高 167.07个百分点，约占同期全国规模以上企业乙烯产量1814.37427万吨的比重为0.05%。 图表：江西省乙烯产量分月（累计值）统计 摘要：【图】2025年6月江西省乙烯产量数据 图表：江西省乙烯产量分月（当月值）统计 注：从2011年起，我国规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务 收入2000万元。 产业调研网为您提供更多 石油化工行业最新动态 石油行业现状与发展趋势 化工市场现状及前景分析 日化市场调研与发展前景润滑油发展现状及前景预测汽油市场调研及发展趋势 柴油行业监测及发展趋势橡胶未来发展趋势预测 塑料现状及发展前景 化妆品发展前景趋势分析清洁护肤的现状和发展趋势 2025年6月乙烯产量分析： 单独看2025年6月份，江西省规模以上工业企业乙烯产量达到了0.07万吨，与2024年同期的数据相比，6 月份的产量增长了109.0 ...

1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core Viewpoints of the Report - The PG main contract shows a relatively strong performance. The domestic chemical market remains firm, and there are expectations of a peak - season uptick in the civil gas sector, but the market valuation is on the high side. The international propane market has a loose supply - demand pattern, and attention should be paid to weather conditions and the situation of cold snaps in the US [4] 3. Summary According to the Report Content 3.1 Daily Changes - In terms of civil gas on Tuesday, prices in East China were 4335 (-29), in Shandong 4380 (-20), and in South China 4345 (-45). The price of ether - post - carbon - four was 4590 (-80). The lowest delivery location was East China, with a basis of -60 (-14) and a 12 - 01 month - spread of 81 (-8). FEI was 510.26 (+7.26) and CP was 492.18 (+9.18) dollars per ton [4] 3.2 Weekly Views - The PG main contract was on a strong trend. The basis was 1 (-101), and the 12 - 01 month - spread was 93 (+21). The cheapest delivery product was East China civil gas at 4364 (-10), Shandong at 4440 (+60), South China at 4460 (+10), and ether - post - carbon - four at 4630 (+130). The overseas paper - based futures rose, the oil - gas ratio weakened slightly, the month - spread strengthened, and the domestic - overseas price difference weakened. The PG - CP reached 128 (-9), and the PG - FEI reached 111 (-2). The discount strengthened. The East China propane arrival discount was 78 (+8), and the FOB discounts for AFEI, Middle East, and US propane were -2.75 dollars (+3.75), 22 dollars (+13), and 39 dollars (+13) respectively. The freight rate weakened slightly. The FEI - MOPJ spread narrowed to -66 (+7). The naphtha crack spread changed little and remained at a relatively high level for the year. The profit of propylene production from PDH in Shandong improved slightly, the profit of alkylation units deteriorated, the MTBE production profit fluctuated, and the export profit remained good. Domestic production decreased slightly, the arrival of goods was limited, factory inventories decreased slightly, and port inventories decreased. The PDH operating rate was 71.74% (-3.71), with Donghua Zhangjiagang restarting and Juzhengyuan and Haiwei shutting down for maintenance [4]

研究中心能化团队 2025/11/19 | 燃 料 油 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 鹿特丹3.5% HSF | 鹿特丹0.5% VLS | 鹿特丹HSFO-Br | 鹿特丹10ppm G | 鹿特丹VLSFO-G | LGO-Brent M1 | 鹿特丹VLSFO-H | | | O掉期 M1 | FO掉期 M1 | ent M1 | asoil掉期 M1 | O M1 | | SFO M1 | | 2025/11/12 | 365.00 | 405.19 | -5.03 | 692.85 | -287.66 | 31.72 | 40.19 | | 2025/11/13 | 367.09 | 406.14 | -4.95 | 687.85 | -281.71 | 30.65 | 39.05 | | 2025/11/14 | 371.73 | 414.41 | -5.40 | 710.26 | -295.85 | 31.99 | 42.68 | | 2025/11/17 | 366.33 | 4 ...