2025.05. 23 5月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 宁德时代：参投的泽远基金募集完毕 公司出资比例6.91% 宁德时代(300750)公告，公司参与投资的泽远基金已募集完毕，基金总规模为101.28亿元，较前次 公告的基金规模50.86亿元增加了50.42亿元，其中新增的认缴出资额主要由鄂尔多斯市创新投资集 团有限公司、国家绿色发展基金股份有限公司等企业认购。公司在泽远基金中的认缴出资额为7亿 元，较前次公告未发生变化。泽远基金募集完毕后，公司在该基金中的认缴出资比例由前次公告的 13.76%下降为6.91%。 中金黄金：控股股东筹划将内蒙金陶等四家企业注入公司 中金黄金(600489)公告，为解决与公司存在的同业竞争问题，公司控股股东黄金集团根据对公司作 出的非竞争承诺，计划将目前孵化较成熟的内蒙古金陶股份有限公司（简称"内蒙金陶"）等四家企业 注入公司。公司拟收购黄金集团持有的内蒙金陶49.34%股权、黄金集团全资子公司持有的河北大白 阳金矿有限公司80%股权、黄金集团控股子公司持有的辽宁天利金业有限责任公司70%股权和辽 ...

方正证券研报认为，预计未来A股上市公司回购力度将进一步加大。一方面，随着经济转向高质量发展，企业发展进入新阶段，对公司内部 治理的优化和股东回报的重视程度在不断提升，通过股票回购进行市值管理和回馈股东的重要性日益凸显。另一方面，政策支持下上市公司 进行股票回购的积极性也将持续提升，A股上市公司回购规模预计将会持续提升。 重要股东拟增持的上市公司中，110家公司披露了重要股东拟增持金额范围（上限或下限）。以拟增持金额最高值计算（未披露上限的按下限 计算），14家公司拟增持金额有望达到10亿元或以上，中国石油、中国海油、中国石化拟增持金额上限居前，分别为56亿元、40亿元、30亿 元，合计达到126亿元。 自2024年10月18日《关于设立股票回购增持再贷款有关事宜的通知》发布以来，回购增持贷款已成为上市公司或股东筹集资金的重要来源。 2025年5月7日，国务院新闻发布会上宣布，将回购增持再贷款最长期限由1年延长到3年，鼓励银行发放信用贷款，将上市公司回购增持股票 的自有资金比例要求从30%降至10%。政策支持力度继续加大。 据统计，截至5月21日，去年10月以来上市公司获得回购增持贷款上限达到1217.79亿元 ...

消息人士：哈萨克斯坦本月石油产量增长2%，达到186万桶/日，其中Tengiz油田产量为93.2万桶/日。 ...

波兰石油公司：在钻探过程中发现了一个新的较小油田，储量可达200万桶石油。 ...

Group 1: Industry Overview - The petrochemical and chemical indices experienced a positive trend due to tariff policy impacts, with the chemical raw materials index rising by 1.30%, chemical machinery index by 0.12%, pharmaceutical index by 2.01%, and pesticide and fertilizer index by 1.28% [1] - In the oil sector, the oil processing index remained stable, while the oil extraction index increased by 0.64% and the oil trading index rose by 0.98% [1] - International crude oil prices fluctuated, with WTI settling at $62.49 per barrel, up 2.41% from May 9, and Brent at $65.41 per barrel, up 2.35% [1] Group 2: Market Performance - The top five performing listed chemical companies in the capital market included Yuzhong Three Gorges A, which rose by 50.65%, Jitai Co., up 47.10%, Suzhou Longjie, up 36.27%, ST Youfu, up 34.54%, and Hongqiang Co., up 33.55% [2] - The five companies with the largest declines were Aiai Precision Engineering, down 7.50%, Yongyue Technology, down 7.49%, Huate Gas, down 6.90%, Aladdin, down 6.88%, and Runbei Hangke, down 6.38% [2] Group 3: Product Price Changes - The top five petrochemical products with the highest price increases included butadiene, up 21.10%, SBS, up 13.65%, pure benzene, up 11.36%, styrene, up 10.43%, and PX, up 9.77% [1] - The five petrochemical products with the largest price declines were liquid chlorine, down 464.29%, trichloromethane, down 6.49%, yellow phosphorus, down 5.80%, vitamin VC, down 5.13%, and ethylene, down 3.53% [1]

Core Insights - Zhao Zengquan, a chief technician at China National Petroleum Corporation, has developed innovative tools to address challenges in oil extraction and pipe maintenance, significantly improving operational efficiency [2][3][5] - The "pumpable recyclable casing inner wall rust removal tool" and "turbine negative pressure local reverse circulation milling tool" are key inventions that have enhanced the safety and efficiency of oil well operations [2][3][4] Group 1: Innovations and Tools - The "pumpable recyclable casing inner wall rust removal tool" utilizes a closed-loop system to remove rust from oil pipes, achieving a 75% increase in efficiency and a 50% reduction in labor input compared to traditional methods [3][5] - The "turbine negative pressure local reverse circulation milling tool" improves the removal of debris and blockages in complex wells, achieving a 100% success rate in field applications and saving over 6 million yuan per single well maintenance [5][4] Group 2: Industry Challenges - Rust on oil pipes has been identified as a major cause of accidents in oil extraction, accounting for over 60% of engineering incident triggers [2][3] - Traditional rust removal methods are labor-intensive and inefficient, leading to safety risks and operational delays [2][3] Group 3: Achievements and Recognition - Zhao Zengquan has led a team that has obtained 39 national invention patents and 49 utility model patents, addressing 109 production challenges since the establishment of the expert studio in 2018 [5][6] - In 2025, Zhao was recognized as a national labor model for his contributions to the industry [2]

Core Viewpoint - The article highlights the significant contributions of Chen Jianjun, a seasoned equipment manager at Jianghan Oilfield, in ensuring the operational efficiency and reliability of oil extraction equipment, which directly impacts production output [1][2][3][4]. Group 1: Equipment Management and Performance - Chen Jianjun has been instrumental in maintaining the operational integrity of equipment, ensuring that production tasks are met effectively [2]. - In the first quarter of the year, Chen led initiatives that resulted in the successful repair of 11 water pumps and addressed 30 instances of equipment wear, significantly enhancing production efficiency [2]. - His proactive approach during the Spring Festival, where he resolved a critical pump issue within two hours, exemplifies his commitment to minimizing production losses [2]. Group 2: Energy Efficiency and Cost Savings - Chen implemented energy-saving measures by replacing inefficient pumps with newly introduced half-direct drive motors, leading to a cumulative energy saving of nearly 60,000 kilowatt-hours annually [3]. - His modifications to the water pumps resulted in zero leaks over two years, achieving cost savings exceeding 800,000 yuan [3]. Group 3: Training and Development - Chen has taken on the role of mentor for new employees, conducting over 50 training sessions to enhance their operational skills and ensure high equipment reliability [4]. - His training efforts have led to a consistent equipment availability rate of 98% across the management area, reflecting the effectiveness of his knowledge transfer [4].

近期，石油输出国组织和产油国联盟（OPEC+）宣布增产石油计划，导致国际油价应声下跌。这 一举措的动机和效果引发市场广泛讨论，但毫无疑问的是，对于美国页岩油生产商来说，石油增产显然 会给行业带来压力。 睿咨得能源数据显示，二叠纪盆地新油井的盈亏平衡价格约为每桶62美元。不过，投产后运营成本 将显著下降，部分油井在每桶38美元的价格下仍可维持盈利。相比之下，特拉华盆地的盈亏平衡价格接 近每桶56美元，而米德兰盆地和伊格福特地区的成本更高，平均达到每桶66美元。当前西得克萨斯中质 原油（WTI）价格已跌破每桶60美元关口，若油价继续下行，相当数量的美国页岩油企业将陷入亏损境 地，高成本企业可能被迫减产甚至停产以控制损失。 更令美国页岩油行业担忧的是，美国政府当前政策导向更倾向于维持低油价。为抑制通胀，控制能 源价格成为美国政府的重要政策目标。虽然特朗普政府曾通过解除开采禁令、批准新建管道和出口终端 等措施降低生产商成本，但这些举措在低油价环境下收效甚微。对页岩油企业而言，维持合理油价水平 才是关键，但这与政府控制通胀的需求存在根本性矛盾。 在此背景下，美国油气行业难以获得实质性的政策支持。这种政策导向与经济现实的 ...

Group 1: Rare Earth Crisis - China has implemented export controls on rare earth materials, significantly impacting the U.S. due to its reliance on Chinese technology for refining rare earth metals [1][3] - The U.S. is attempting to recover rare earth elements from old hard drives, but this method yields limited quantities and does not alleviate supply pressures [3] - Plans for deep-sea mining for rare earths are hindered by the lack of refining technology in the U.S., making the situation a complex challenge for the country [3] Group 2: Oil Price War - OPEC+ countries, including Saudi Arabia and Russia, announced a significant increase in oil production, raising daily output to 411,000 barrels, leading to a drop in international oil prices below $60 per barrel [5] - While the increase in oil production may ease inflationary pressures for the U.S., it poses a threat to the U.S. shale oil industry, which may struggle to compete with lower prices [5] - The high production costs associated with shale oil could lead to significant risks for the industry if oil prices remain low, potentially resulting in a contraction of the sector [5] Group 3: Political Implications - The current geopolitical and economic challenges have led to a shift in the U.S. administration's stance, with indications that President Trump may not seek a third term [7] - Trump's acknowledgment of potential successors suggests a change in strategy as the administration faces mounting pressures from both domestic and international fronts [7]