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 ...

| 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 | 甲国海洋石温 | 22.320 2.39% | | 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%。 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。 ...

石油沥青日报 | 2025-11-19 寒潮影响需求，市场氛围平淡 市场分析 1、11月18日沥青期货下午盘收盘行情：主力BU2601合约下午收盘价3032元/吨，较昨日结算价下降11元/吨，跌幅 0.36%；持仓191962手，环比下跌2515手，成交157143手，环比上涨1104手。 2、卓创资讯重交沥青现货结算价：东北，3156—3700元/吨；山东，3020—3520元/吨；华南，3100—3210元/吨； 华东，3200—3400元/吨。 沥青盘面维持低位震荡态势，原油成本端表现偏弱，自身基本面缺乏利好刺激，虽有一定底部信号但反弹动力不 足。现货方面，昨日西北以及东北地区沥青现货价格相对稳定，其余地区沥青现货价格均出现不同幅度下跌。随 着国内寒潮来临，沥青刚性需求整体表现欠佳，市场交投氛围平淡，多数区域主营炼厂下调沥青结算价格。目前 来看，沥青市场驱动依然偏弱。 策略 单边：中性，等待市场底部夯实 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页的免责声明 ...

Group 1 - In the first half of 2025, Anhui Province's industrial enterprises produced a total of 409,000 tons of kerosene, marking a 40.8% increase compared to the same period in 2024, which is 40.8 percentage points higher than the growth rate in 2024 and 41.3 percentage points higher than the national average [1] - In June 2025, the kerosene production in Anhui Province reached 75,000 tons, representing a 36.5% increase year-on-year, with the growth rate being 30.7 percentage points higher than in June 2024 and 25.2 percentage points higher than the national average [2] - The kerosene production in Anhui accounted for 1.5% of the national total production of 5,094,000 tons in June 2025 [2] Group 2 - The data pertains to large-scale industrial enterprises, defined as those with an annual main business income of 20 million yuan or more [6]

Core Viewpoint - Huatai Securities forecasts that the oil and chemical industry will face short-term pressure on supply and demand, but a recovery point for bulk commodities is expected, with new materials and technologies emerging as highlights [1] Oil Market Outlook - Since Q4 2025, OPEC+ production increases may lead to a relaxed supply situation, but medium to long-term oil prices are expected to have bottom support [1] - Leading companies are focusing on cost reduction and volume increase strategies [1] Chemical Industry Insights - Capital expenditure growth in the chemical raw materials and products sector has shown signs of a turning point since H2 2025 [1] - Improvement in domestic demand combined with export support is anticipated in 2026, with supply optimization aided by trends like "anti-involution" [1] - High-quality chemical assets with global competitive advantages may see a revaluation [1] Specialty Chemicals and Fine Chemicals - Improvement in downstream demand and recovery of profit margins are occurring simultaneously, driven by exports and international expansion [1] Emerging Technologies and Materials - Under the guidance of policies and industry trends, innovation in new materials related to AI, new energy, and robotics is expected to accelerate [1] - Emerging technologies such as biomanufacturing are likely to develop more rapidly [1]