Group 1 - The core viewpoint of the news is that Sinopec has applied for a patent for a method and device for constructing a mechanism model of a one-step refining device, which aims to enhance model accuracy by directly generating a neural network proxy model without the need for extensive simulation data [1] Group 2 - Sinopec, established in 2000 and headquartered in Beijing, primarily engages in oil and gas extraction, with a registered capital of approximately 12.17 billion RMB [2] - Sinopec has made investments in 269 companies and participated in 5,000 bidding projects, holding 45 trademark records and 5,000 patent records [2] - Sinopec (Dalian) Petrochemical Research Institute, founded in 2022 in Dalian, focuses on research and experimental development, with a registered capital of approximately 338.46 million RMB [2] - The Dalian Research Institute has invested in 1 company, participated in 2,876 bidding projects, and holds 5,000 patent records [2]

Group 1 - The core point of the article is that China National Petroleum Corporation (CNPC) has applied for a patent for a new type of polyether base oil and its preparation method, indicating innovation in the oil and gas sector [1] - The patent application, published as CN121319355A, was filed on July 2024 and describes a polyether base oil produced through a melt polycondensation method [1] - The unique structure of the polyether ester includes alternating ether and diester bonds, which enhances its performance characteristics such as viscosity-temperature performance, oxidation resistance, rust prevention, and anti-wear properties [1] Group 2 - CNPC was established in 1999 and is primarily engaged in oil and natural gas extraction, with a registered capital of 18,302,097,000 RMB [1] - The company has made investments in 1,296 enterprises and participated in 443 bidding projects, showcasing its extensive involvement in the industry [1] - CNPC holds 38 trademark registrations and 5,000 patent records, along with 168 administrative licenses, reflecting its significant intellectual property portfolio [1]

Group 1 - The core point of the article highlights that China National Petroleum Corporation (CNPC) has obtained a patent for a method and system for evaluating casing pollution, with the patent number CN115828715B and an application date of October 2022 [1] - CNPC was established in 1999 and is primarily engaged in oil and gas extraction, with a registered capital of 18,302,097,000 RMB [1] - CNPC has made investments in 1,296 companies and participated in 443 bidding projects, holding 38 trademark records and 5,000 patent records, along with 168 administrative licenses [1] Group 2 - China National Petroleum Engineering Technology Research Institute Co., Ltd. was established in 2006 and focuses on research and experimental development, with a registered capital of 57,038,875.182 RMB [1] - The research institute has invested in 4 companies and participated in 573 bidding projects, holding 33 trademark records and 2,218 patent records, along with 8 administrative licenses [1]

Group 1 - The State Intellectual Property Office of China has granted a patent for a "dense phase conveying device and method for powder catalysts" to China National Petroleum Corporation, China National Offshore Oil Corporation, and China Petroleum East Design Institute [1] - China National Petroleum Corporation, established in 1990, is primarily engaged in oil and gas extraction, with a registered capital of 48.69 billion RMB. The company has invested in 107 enterprises and participated in 5,000 bidding projects, holding 1,444 trademark records and 5,000 patent records [1] - China National Offshore Oil Corporation, founded in 1992, focuses on construction and installation, with a registered capital of approximately 1.48 billion RMB. The company has invested in 19 enterprises and participated in 5,000 bidding projects, holding 13 trademark records and 927 patent records [1] Group 2 - China Petroleum East Design Institute, established in 2016, specializes in professional technical services with a registered capital of 300 million RMB. The institute has participated in 1,238 bidding projects and holds 327 patent records [2] - The institute also possesses 19 administrative licenses [2]

Core Insights - The oil and chemical industry prosperity index rose to 100.91 in December 2025, indicating signs of recovery with a month-on-month increase of 3.7 percentage points [2][10] - The sub-indices show significant divergence: the oil and gas extraction sector continues to decline due to low oil prices, while the fuel processing industry benefits from cost advantages as demand stabilizes [2][10] Industry Overview - The oil and gas extraction sector's prosperity index fell to 93.20, a decrease of 3.52 percentage points, entering a cold zone for the first time in four months, reflecting a negative cycle of price drops leading to reduced production and increased inventory [10] - The fuel processing industry saw its index rise to 114.45, an increase of 19.77 percentage points, demonstrating high volatility driven by alternating cost and demand factors [11] - The chemical raw materials and products manufacturing sector's index decreased to 95.62, down 6.75 percentage points, as downstream industries reduced procurement following inventory digestion [11] - The rubber, plastic, and other polymer products manufacturing sector's index increased to 100.97, up 7.02 percentage points, due to proactive inventory reduction strategies [12] Market Trends - China's manufacturing PMI returned to the expansion zone at 50.1% in December 2025, signaling a recovery in manufacturing activity and potential support for the chemical industry [3][15] - The Federal Reserve cut interest rates by 25 basis points to a range of 3.5%-3.75%, which may benefit downstream sectors by lowering costs, although the upstream oil and gas extraction sector remains under pressure [4][16] Future Outlook - In January 2026, the oil and chemical industry is expected to experience a gradual recovery characterized by macroeconomic improvements and structural differentiation, with downstream sectors likely recovering before upstream [8][18] - The overall trend indicates that while upstream sectors face ongoing challenges, the downstream sectors may benefit from lower costs and potential demand recovery [17][18]

Group 1 - The core viewpoint is that the market for non-ferrous metals, represented by gold, silver, and copper, will continue to thrive in 2025, with lithium carbonate emerging as a strong contender in 2026. The sustainability of the cyclical market and investment opportunities will be discussed [14][15][20] - The long-term logic behind the performance of precious and industrial metals includes three main factors: fiscal easing and the restructuring of the monetary credit system, relatively low growth rates in supply, and the potential for increased gold reserves in emerging markets. The market is expected to continue in 2026, albeit with some differentiation among products [15][16] - The demand for lithium is projected to increase significantly due to the dual drivers of electric vehicles and energy storage, with demand growth potentially reaching over 30%. This will create a rigid support for prices, while supply may face disruptions [20] Group 2 - The investment landscape for traditional industries, particularly in the chemical sector, is currently characterized by low prices and profits. However, with the implementation of policies aimed at reducing disorderly competition, there is potential for price stabilization and recovery in 2026 [19] - The integration of AI technology is expected to drive demand in traditional cyclical sectors, particularly in the context of resource industries. This includes increased demand for copper and aluminum due to the needs of data centers and other technological advancements [18] - The cyclical market is anticipated to experience structural opportunities due to the constraints on supply and the growth in demand, particularly in the context of the global macroeconomic environment [16][17]

Group 1 - The State Intellectual Property Office of China shows that Sinopec Limited has applied for a patent titled "Isotropic Coke and Its Preparation Method," with publication number CN121294013A, and the application date is July 2024 [1] - The patent involves a preparation method for isotropic coke, which includes steps such as pressurized polycondensation of petroleum-based heavy aromatic oil, mixing with a dispersing solvent, coking treatment, and calcination to produce isotropic coke [1] - The method aims to produce isotropic coke with a more uniform microstructure, stronger isotropy, and lower impurity content using petroleum-based heavy aromatic oil as raw material [1] Group 2 - Sinopec Limited, established in 2000 and located in Beijing, primarily engages in oil and gas extraction, with a registered capital of 12,173.97 million RMB [1] - The company has invested in 269 enterprises, participated in 5,000 bidding projects, and holds 45 trademark records and 5,000 patent records, along with 41 administrative licenses [1] - Sinopec Petroleum and Chemical Research Institute Co., Ltd., established in 2022 and also located in Beijing, focuses on research and experimental development, with a registered capital of 300 million RMB [2] - This research institute has invested in 2 enterprises, participated in 3,895 bidding projects, and holds 1,646 patent records, along with 293 administrative licenses [2]

专利摘要显示，本发明提供了一种水基胶液及其制备方法、低固相配浆、水基钻井液及应用，按重量份 计，所述水基胶液由以下原料混合均匀后得到：水100份、pH调节剂0.5～0.6份、钾盐3～5份、腐植酸 丙磺酸酰胺多元接枝混合共聚物4～8份、第一降滤失剂1～2份、稳定剂1～2份、改性树脂8～16份、除 氧剂0.4～0.8份、第二降滤失剂0.1～1份、有机溶剂1～5份和有机稀释剂1～3份。所述水基胶液的制备 方法包括步骤：将上述成分混合均匀，得到所述水基胶液。所述低固相新配浆包括：加重剂和如上所述 的水基胶液。所述水基钻井液包括：聚羧酸盐和如上所述的低固相配浆。本发明能够减少消泡剂使用 量，提高钻井液性能和稳定性，对环境友好。 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集 团有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1447条，专利 信息5000条，此外企业还拥有行政许可28个。 国家知识产权局信息显示，中国石油天然气集团有限公司、 ...

Group 1: Consumer Price Index (CPI) Analysis - In December 2025, Guangdong's CPI increased by 0.4% year-on-year, remaining unchanged from November, while the month-on-month CPI decreased by 0.1% [1][2] - The core CPI, excluding food and energy, rose by 1% year-on-year, with the growth rate expanding by 0.1 percentage points compared to November [1][2] - Average consumer prices in Guangdong for the year 2025 decreased by 0.2% compared to the same period in 2024 [1] Group 2: Food and Non-Food Price Changes - Food prices in December 2025 were flat year-on-year, with fresh vegetable prices increasing by 10.5%, contributing approximately 0.22 percentage points to the CPI increase [2] - Non-food prices rose by 0.5% year-on-year, with service prices increasing by 0.4% and industrial consumer goods prices rising by 0.5% [2] - Significant increases in precious metal prices were noted, with platinum, gold, and silver jewelry prices rising by 95.3%, 70.3%, and 19.2% respectively, collectively contributing about 0.31 percentage points to the CPI [2] Group 3: Producer Price Index (PPI) Analysis - In December 2025, Guangdong's PPI decreased by 1.5% year-on-year, with the decline narrowing by 0.1 percentage points compared to November [4] - The PPI for production materials fell by 2.1%, while the PPI for living materials decreased by 0.4% [4] - Among 38 major industries surveyed, 10 experienced price increases, while 26 saw declines, maintaining an industry increase rate of 26.3% [4] Group 4: Industry-Specific Price Movements - The manufacturing sector for cultural, educational, and sports goods saw a price increase of 25.9%, while the recycling industry rose by 13.1% [4] - The oil and gas extraction industry experienced a price decline of 6.8%, and the automotive manufacturing sector saw a decrease of 6.3% [4] - In December 2025, the PPI increased by 0.1% month-on-month, with both production and living materials prices rising by 0.1% [5][6]

国家知识产权局信息显示，中国石油化工股份有限公司、中石化（大连）石油化工研究院有限公司申请 一项名为"一种干气低温净化分离工艺及系统"的专利，公开号CN121294032A，申请日期为2024年7月。 专利摘要显示，本发明公布了一种干气低温净化分离工艺。该工艺包括：干气经低温吸收油吸收冷凝， 得到吸收尾气和富吸收油；富吸收油进行闪蒸，得到闪蒸气和闪蒸油；所述闪蒸油在再生塔内进行汽提 分离，得到再生气和贫吸收油；贫吸收油经增压、换热和冷却后循环回吸收塔内作为吸收油；闪蒸气与 再生气进入吸附罐，脱除携带的吸收油组分；吸附尾气进入胺液吸收塔脱硫脱碳，得到C2+轻烃组分。 本发明选取特定吸收油和更低的操作压力，仅需一级吸收就实现了对干气中C2+烃、硫化氢和二氧化碳 的有效回收和脱除，大幅简化了吸收操作，降低了C2+资源回收的能耗。 天眼查资料显示，中国石油化工股份有限公司，成立于2000年，位于北京市，是一家以从事石油和天然 气开采业为主的企业。企业注册资本12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了269家企业，参与招投标项目5000次，财产线索方面有商标信息45 ...