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52公里长输管线巡检仅用十几分钟
Xin Lang Cai Jing· 2026-01-19 22:17
(来源:辽宁日报) 转自:辽宁日报 这一便捷的巡检体验,源于锦西石化启动的5G专网项目。2025年,锦西石化建成覆盖全厂区的5G网 络,成功入选《2025年5G工厂名录》,成为全省炼化领域唯一入选单位。如今,依托5G专网打造的智 能巡检系统已在各运行部装置落地,还广泛应用于移动作业监控、挥发性有机物在线监测治理等领域。 "智能巡检系统是公司5G技术深度应用的开端,未来将持续探索'5G+人工智能'在生产优化、设备运 维、安全环保等领域的应用,解锁无人车、机器狗等更多应用场景。"锦西石化数智技术中心(研究 院)主任梁宝国说。 5G工厂项目,只是锦西石化2025年推进数字化转型的一个缩影。去年,公司陆续落地十余个重点信息 系统项目。其中,碧海长输管线无人机巡检项目已完成签约,即将正式投用。利用无人机,全长52公里 的碧海长输管线巡检工作将从每次半天时间压缩至十几分钟,还能实现全天候自动作业。无人机可抵达 人力难及的区域,搭配长焦高清摄像头,既能清晰抓取标识牌细节、精准采集参数,又能实现管段全覆 盖巡检,消除人工巡检的视觉盲区和隐患遗漏。 "高效的同时,预计每年还能节省500多万元成本,既经济又实用。"梁宝国说,今年 ...
上海石化:预计集团2025年净亏损12.89亿元-15.76亿元
Sou Hu Cai Jing· 2026-01-19 10:36
上海石化公告,预计公司及其附属公司("本集团")截至2025年12月31日止归属于母公司股东的净亏损 约为人民币12.89亿元到人民币15.76亿元,与2024年同期相比将出现亏损。报告期内,国际原油价格震 荡下行,产品市场需求未明显改善,主要炼化产品毛利空间缩减,叠加四季度生产装置大修导致商品总 量下降,综合造成经营亏损。 ...
上海石化最新公告:预计2025年净利润亏损12.89亿元-15.76亿元
Sou Hu Cai Jing· 2026-01-19 10:36
上海石化(600688.SH)公告称,上海石化发布2025年度业绩预告,预计归属于母公司股东的净亏损约为 12.89亿元到15.76亿元。本期同比转亏。报告期内,国际原油价格震荡下行,产品市场需求未明显改 善,主要炼化产品毛利空间缩减,叠加四季度生产装置大修导致商品总量下降,综合造成经营亏损。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
上海石化(600688.SH):2025年预亏12.89亿元到15.76亿元
Ge Long Hui A P P· 2026-01-19 10:30
格隆汇1月19日丨上海石化(600688.SH)公布,按照中国企业会计准则,本集团预计2025年实现归属于母 公司股东的净亏损约为人民币12.89亿元到人民币15.76亿元。按照中国企业会计准则,本集团预计2025 年归属于母公司股东的扣除非经常性损益的净亏损约为人民币12.80亿元到人民币15.64亿元。 本集团于2025年业绩预计出现亏损的主要原因如下:2025年国际原油价格总体震荡下行,产品市场需求 未有明显改善,公司主要炼化产品毛利空间缩减,叠加四季度公司生产装置大修影响,商品总量下降, 上述原因综合导致公司经营亏损。 ...
上海石化:2025年预亏12.89亿元到15.76亿元
Ge Long Hui· 2026-01-19 10:25
本集团于2025年业绩预计出现亏损的主要原因如下:2025年国际原油价格总体震荡下行,产品市场需求 未有明显改善,公司主要炼化产品毛利空间缩减,叠加四季度公司生产装置大修影响,商品总量下降, 上述原因综合导致公司经营亏损。 格隆汇1月19日丨上海石化(600688.SH)公布,按照中国企业会计准则,本集团预计2025年实现归属于母 公司股东的净亏损约为人民币12.89亿元到人民币15.76亿元。按照中国企业会计准则,本集团预计2025 年归属于母公司股东的扣除非经常性损益的净亏损约为人民币12.80亿元到人民币15.64亿元。 ...
上海石化:预计2025年净亏损12.89亿元到15.76亿元
Xin Lang Cai Jing· 2026-01-19 10:14
上海石化公告,预计2025年归属于母公司股东的净亏损约为12.89亿元到15.76亿元,与2024年同期相比 将出现亏损。预计归属于母公司股东的扣除非经常性损益的净亏损约为12.8亿元到15.64亿元。2024年同 期归属于母公司股东净利润为3.17亿元,归属于母公司股东的扣除非经常性损益的净利润为3.38亿元。 本集团于2025年业绩预计出现亏损的主要原因如下:2025年国际原油价格总体震荡下行,产品市场需求 未有明显改善,公司主要炼化产品毛利空间缩减,叠加四季度公司生产装置大修影响,商品总量下降, 上述原因综合导致公司经营亏损。 ...
“十四五”烟台地区生产总值连跨4个千亿级台阶
Qi Lu Wan Bao· 2026-01-19 08:53
新旧动能加快转换。省级以上产业集群达到50个,高新技术产业产值比重由2020年的54.8%攀升至62% 以上。全国首个海上经济开发区获批建设,全国唯一海上发射母港——东方航天港累计发射22次、137 颗卫星精准入轨。市县机构改革全面完成,国企改革纵深推进,市管企业利润总额稳居全省首位,营商 环境连续四年居全省考核第一档次,4项工作获得国务院督查激励和通报表扬。黄渤海新区获批设立, 烟台经开区位居全国八强,自贸区推出省级以上制度创新成果113项,综保区连续六年获评全国A类, 烟台高新区获批省级双创示范基地。中日韩创新合作中心、国家微纳制造创新中心、2家全国重点实验 室、2家省实验室落地运营。高新技术企业达到2403家、总量翻番。163项成果获国家、省科学技术奖。 新引进各类人才31.5万人。 全面绿色低碳转型。烟台市入选国家碳达峰试点城市,省人民政府出台支持烟台打造绿色低碳高质量发 展示范城市政策,成功举办两届绿色低碳高质量发展大会,向全球发出国际零碳岛屿合作倡议。四大核 电项目陆续推进,发出全省第一度海上风电,投运全国首个城市级虚拟电厂,清洁能源装机容量突破 2000万千瓦、稳居全省首位。丁字湾新型能源创新区 ...
聚酯成本端支撑较强,长丝龙头宣布进一步减产 | 投研报告
Sou Hu Cai Jing· 2026-01-19 02:06
Group 1 - The price spread for domestic key refining projects this week is 2439 CNY/ton, down 102 CNY/ton (4% decrease) compared to the previous week [1] - The price spread for foreign key refining projects this week is 1102 CNY/ton, down 58 CNY/ton (5% decrease) compared to the previous week [1] - The average PX price this week is 893.7 USD/ton, up 3.0 USD/ton compared to the previous week, with a price spread against crude oil of 422.9 USD/ton, down 18.1 USD/ton [2] Group 2 - The average prices for POY, FDY, and DTY in the polyester sector this week are 6657 CNY/ton, 6879 CNY/ton, and 7779 CNY/ton, respectively, with week-on-week increases of 107 CNY/ton, 129 CNY/ton, and 29 CNY/ton [1] - The weekly average profits for POY, FDY, and DTY are -61 CNY/ton, -179 CNY/ton, and -179 CNY/ton, with week-on-week changes of +79 CNY/ton, +93 CNY/ton, and +27 CNY/ton [1] - The inventory levels for POY, FDY, and DTY are 12.8 days, 17.4 days, and 23.2 days, with week-on-week changes of +1.1 days, -2.1 days, and -1.4 days [1] - The operating rate for long filaments is 90.3%, with a week-on-week increase of 0.1 percentage points [1]
聚酯成本端支撑较强,长丝龙头宣布进一步减产
Group 1 - The price spread for domestic key refining projects this week is 2439 CNY/ton, a decrease of 102 CNY/ton (down 4%) compared to the previous week [1] - The price spread for foreign key refining projects this week is 1102 CNY/ton, a decrease of 58 CNY/ton (down 5%) compared to the previous week [1] - The average price of PX this week is 893.7 USD/ton, an increase of 3.0 USD/ton compared to the previous week, with a price spread against crude oil of 422.9 USD/ton, a decrease of 18.1 USD/ton [2] Group 2 - The average prices for POY, FDY, and DTY in the polyester sector this week are 6657 CNY/ton, 6879 CNY/ton, and 7779 CNY/ton, with increases of 107 CNY/ton, 129 CNY/ton, and 29 CNY/ton respectively compared to the previous week [1] - The weekly average profits for POY, FDY, and DTY are -61 CNY/ton, -179 CNY/ton, and -179 CNY/ton, with increases of 79 CNY/ton, 93 CNY/ton, and 27 CNY/ton respectively compared to the previous week [1] - The inventory levels for POY, FDY, and DTY are 12.8 days, 17.4 days, and 23.2 days, with changes of +1.1 days, -2.1 days, and -1.4 days respectively compared to the previous week [1] Group 3 - The operating rate for long filaments is 90.3%, an increase of 0.1 percentage points compared to the previous week [1] - Domestic refined oil prices for gasoline, diesel, and aviation kerosene have decreased this week [2] - In the US, gasoline, diesel, and aviation kerosene prices have increased this week [2] Group 4 - Relevant listed companies in the private refining and polyester filament sector include Hengli Petrochemical (600346), Rongsheng Petrochemical (002493), Hengyi Petrochemical (000703), Tongkun Co., Ltd. (601233), and Xin Fengming (603225) [2]
大炼化周报:聚酯成本端支撑较强,长丝龙头宣布进一步减产-20260118
Soochow Securities· 2026-01-18 13:06
1. Report Industry Investment Rating - No information provided in the given content. 2. Core Viewpoints - The cost - end of polyester has strong support, and leading filament producers announced further production cuts. The domestic key large - scale refining and chemical projects' spread this week is 2439 yuan/ton, a week - on - week decrease of 102 yuan/ton (- 4%); the foreign key large - scale refining and chemical projects' spread is 1102 yuan/ton, a week - on - week decrease of 58 yuan/ton (- 5%) [2]. - In the polyester sector, the weekly average prices of POY/FDY/DTY are 6657/6879/7779 yuan/ton respectively, with week - on - week increases of 107/129/29 yuan/ton. The weekly average profits are - 61/- 179/- 179 yuan/ton respectively, with week - on - week increases of 79/93/27 yuan/ton. The inventory levels are 12.8/17.4/23.2 days respectively, with week - on - week changes of + 1.1/- 2.1/- 1.4 days. The filament operating rate is 90.3%, a week - on - week increase of 0.1 pct [2]. - In the refining sector, domestic refined oil prices (gasoline, diesel, and jet fuel) declined this week, while US refined oil prices (gasoline, diesel, and jet fuel) increased [2]. - In the chemical sector, the average PX price this week is 893.7 dollars/ton, a week - on - week increase of 3.0 dollars/ton. The spread compared to crude oil is 422.9 dollars/ton, a week - on - week decrease of 18.1 dollars/ton. The PX operating rate is 90.5%, a week - on - week increase of 1.6 pct [2]. 3. Summary by Directory 1. Big Refining and Chemical Weekly Data Briefing 3.1. Six Private Refining and Chemical Companies' Performance - **Stock price changes**: As of January 16, 2026, the petroleum and petrochemical index had a 1 - week change of - 0.3%, a 1 - month change of 8.3%, a 3 - month change of 13.1%, a 1 - year change of 15.1%, and a change of 11.7% since the beginning of 2025. Among private refining and chemical companies, Rongcheng Petrochemical had corresponding changes of 0.3%, 23.2%, 21.3%, 31.4%, and 30.0%; Hengli Petrochemical had 1.0%, 24.3%, 39.0%, 63.8%, and 58.4%; Hengyi Petrochemical had - 0.3%, 27.1%, 58.0%, 72.1%, and 68.0%; Tongkun Co., Ltd. had 4.2%, 27.8%, 35.2%, 55.6%, and 57.5%; Xin Fengming had 3.1%, 26.8%, 34.4%, 76.8%, and 88.1% [8]. - **Profit forecasts**: For 2024A - 2027E, Hengli Petrochemical's归母 net profit is expected to be 7.0, 8.0, 9.3, and 10.7 billion yuan respectively; Rongcheng Petrochemical's is expected to be 7, 19, 29, and 41 billion yuan respectively; Xin Fengming's is expected to be 1.1, 1.1, 1.7, and 2.3 billion yuan respectively; Tongkun Co., Ltd.'s is expected to be 1.2, 2.0, 3.5, and 4.0 billion yuan respectively; Hengyi Petrochemical's is expected to be 2, 4, 7, and 8 billion yuan respectively [8]. 3.2. Oil Prices and Refining and Chemical Spreads - **International crude oil**: The average price of Brent crude oil this week is 64.5 dollars/barrel, a week - on - week increase of 2.9 dollars/barrel (4.7%), and a year - on - year decrease of 20.2%. In yuan/ton, it is 3300.5 yuan/ton, a week - on - week increase of 143.4 yuan/ton (4.5%), and a year - on - year decrease of 22.2%. The average price of WTI crude oil is 60.0 dollars/barrel, a week - on - week increase of 2.2 dollars/barrel (3.8%), and a year - on - year decrease of 23.5%. In yuan/ton, it is 3085.1 yuan/ton, a week - on - week increase of 108.5 yuan/ton (3.6%), and a year - on - year decrease of 25.4% [8]. - **Refining and chemical spreads**: The spread of domestic refining and chemical projects this week is 2438.8 yuan/ton, a week - on - week decrease of 102.3 yuan/ton (- 4.0%) and a year - on - year increase of 3.1%. The spread of foreign refining and chemical projects is 1102.2 yuan/ton, a week - on - week decrease of 58.4 yuan/ton (- 5.0%) and a year - on - year increase of 19.6% [8]. 3.3. Polyester Sector - **Upstream products**: PX average price is 893.7 dollars/ton, a week - on - week increase of 3.0 dollars/ton, with a spread of 422.9 dollars/ton compared to crude oil, a week - on - week decrease of 18.1 dollars/ton, and an operating rate of 90.5%, a week - on - week increase of 1.6 pct; MEG average price is 3699.3 yuan/ton, a week - on - week increase of 17.1 yuan/ton, with a spread of 398.8 yuan/ton, a week - on - week decrease of 126.3 yuan/ton, inventory of 73.3 tons, a week - on - week increase of 5.0 tons, and an operating rate of 64.9%, a week - on - week increase of 0.3 pct; PTA average price is 5047.1 yuan/ton, a week - on - week decrease of 20.7 yuan/ton, with a single - ton net profit of - 160.9 yuan/ton, a week - on - week decrease of 19.9 yuan/ton, inventory of 3.6 days, no week - on - week change, and an operating rate of 77.4%, a week - on - week increase of 2.3 pct [10]. - **Polyester filaments**: POY average price is 6657.1 yuan/ton, a week - on - week increase of 107.1 yuan/ton, with a single - ton net profit of - 60.5 yuan/ton, a week - on - week increase of 79.1 yuan/ton, and inventory of 12.8 days, a week - on - week increase of 1.1 days; FDY average price is 6878.6 yuan/ton, a week - on - week increase of 128.6 yuan/ton, with a single - ton net profit of - 179.0 yuan/ton, a week - on - week increase of 93.3 yuan/ton, inventory of 17.4 days, a week - on - week decrease of 2.1 days, an operating rate of 90.3%, a week - on - week increase of 0.1 pct, and a sales - to - production ratio of 68.4%, a week - on - week increase of 19.7 pct; DTY average price is 7778.6 yuan/ton, a week - on - week increase of 28.6 yuan/ton, with a single - ton net profit of - 179.0 yuan/ton, a week - on - week increase of 26.9 yuan/ton, and inventory of 23.2 days, a week - on - week decrease of 1.4 days [10]. - **Short fibers and bottle chips**: Polyester short - fiber average price is 6512.9 yuan/ton, a week - on - week decrease of 20.0 yuan/ton, with a single - ton net profit of 9.7 yuan/ton, a week - on - week decrease of 5.3 yuan/ton, inventory of 5.9 days, a week - on - week decrease of 0.1 days, an operating rate of 90.7%, a week - on - week increase of 1.3 pct, and a sales - to - production ratio of 63.1%, a week - on - week increase of 4.9 pct. Polyester bottle - chip average price is 6098.6 yuan/ton, a week - on - week increase of 68.6 yuan/ton, with a single - ton net profit of - 132.6 yuan/ton, a week - on - week increase of 53.5 yuan/ton [10]. - **Downstream products**: The inventory of weaving is 28.2 tons, a week - on - week increase of 0.7 tons, and the operating rate is 54.9%, a week - on - week decrease of 3.0 pct [10]. 3.4. Refining Sector - **China**: Gasoline average price is 146.5 dollars/barrel, a week - on - week decrease of 0.3 dollars/barrel, with a spread of 82.0 dollars/barrel, a week - on - week decrease of 3.2 dollars/barrel; in yuan/ton, it is 7526.1 yuan/ton, a week - on - week decrease of 25.4 yuan/ton, with a spread of 4225.6 yuan/ton, a week - on - week decrease of 168.8 yuan/ton. Diesel average price is 123.3 dollars/barrel, a week - on - week decrease of 1.2 dollars/barrel, with a spread of 58.8 dollars/barrel, a week - on - week decrease of 4.1 dollars/barrel; in yuan/ton, it is 6334.6 yuan/ton, a week - on - week decrease of 70.7 yuan/ton, with a spread of 3034.1 yuan/ton, a week - on - week decrease of 214.1 yuan/ton. Jet fuel average price is 102.1 dollars/barrel, a week - on - week decrease of 0.1 dollars/barrel, with a spread of 37.6 dollars/barrel, a week - on - week decrease of 3.0 dollars/barrel; in yuan/ton, it is 5246.8 yuan/ton, a week - on - week decrease of 11.8 yuan/ton, with a spread of 1946.3 yuan/ton, a week - on - week decrease of 155.2 yuan/ton [10]. - **US**: Gasoline average price is 75.7 dollars/barrel, a week - on - week increase of 3.0 dollars/barrel, with a spread of 11.2 dollars/barrel, a week - on - week increase of 0.1 dollars/barrel; in yuan/ton, it is 3873.7 yuan/ton, a week - on - week increase of 148.6 yuan/ton, with a spread of 573.1 yuan/ton, a week - on - week increase of 5.2 yuan/ton. Diesel average price is 92.5 dollars/barrel, a week - on - week increase of 3.5 dollars/barrel, with a spread of 28.0 dollars/barrel, a week - on - week increase of 0.6 dollars/barrel; in yuan/ton, it is 4731.1 yuan/ton, a week - on - week increase of 171.2 yuan/ton, with a spread of 1430.6 yuan/ton, a week - on - week increase of 27.8 yuan/ton. Jet fuel average price is 82.0 dollars/barrel, a week - on - week increase of 3.3 dollars/barrel, with a spread of 17.5 dollars/barrel, a week - on - week increase of 0.4 dollars/barrel; in yuan/ton, it is 4198.0 yuan/ton, a week - on - week increase of 162.0 yuan/ton, with a spread of 897.5 yuan/ton, a week - on - week increase of 18.5 yuan/ton [10]. - **Europe**: Gasoline average price is 84.9 dollars/barrel, a week - on - week increase of 1.3 dollars/barrel, with a spread of 20.4 dollars/barrel, a week - on - week decrease of 1.6 dollars/barrel; in yuan/ton, it is 4362.3 yuan/ton, a week - on - week increase of 59.5 yuan/ton, with a spread of 1061.8 yuan/ton, a week - on - week decrease of 83.9 yuan/ton. Diesel average price is 86.6 dollars/barrel, a week - on - week increase of 3.0 dollars/barrel, with a spread of 22.1 dollars/barrel, a week - on - week increase of 0.1 dollars/barrel; in yuan/ton, it is 4449.7 yuan/ton, a week - on - week increase of 148.6 yuan/ton, with a spread of 1149.2 yuan/ton, a week - on - week increase of 5.2 yuan/ton. Jet fuel average price is 98.5 dollars/barrel, a week - on - week increase of 4.0 dollars/barrel, with a spread of 34.0 dollars/barrel, a week - on - week increase of 1.1 dollars/barrel; in yuan/ton, it is 5061.2 yuan/ton, a week - on - week increase of 200.5 yuan/ton, with a spread of 1760.7 yuan/ton, a week - on - week increase of 57.1 yuan/ton [10]. - **Singapore**: Gasoline average price is 71.8 dollars/barrel, a week - on - week increase of 1.3 dollars/barrel, with a spread of 7.4 dollars/barrel, a week - on - week decrease of 1.5 dollars/barrel; in yuan/ton, it is 3673.8 yuan/ton, a week - on - week increase of 62.2 yuan/ton, with a spread of 373.3 yuan/ton, a week - on - week decrease of 81.2 yuan/ton. Diesel average price is 81.1 dollars/barrel, a week - on - week increase of 2.8 dollars/barrel, with a spread of 16.6 dollars/barrel, a week - on - week decrease of 0.1 dollars/barrel; in yuan/ton, it is 4147.7 yuan/ton, a week - on - week increase of 136.0 yuan/ton, with a spread of 847.2 yuan/ton, a week - on - week decrease of 7.5 yuan/ton. Jet fuel average price is 82.6 dollars/barrel, a week - on - week increase of 2.0 dollars/barrel, with a spread of 18.2 dollars/barrel, a week - on - week decrease of 0.9 dollars/barrel; in yuan/ton, it is 4228.6 yuan/ton, a week - on - week increase of 95.6 yuan/ton, with a spread of 928.1 yuan/ton, a week - on - week decrease of 47.8 yuan/ton [10]. 3.5. Chemical Products Sector - **EVA**: EVA photovoltaic material average price is 9400 yuan/ton, a week - on - week increase of 250 yuan/ton, with a spread of 6099 yuan/ton, a week - on - week increase of 107 yuan/ton; EVA foaming material average price is 9300 yuan/ton, a week - on - week increase of 100 yuan/ton, with a spread of 5999 yuan/ton, a week - on - week decrease of 43 yuan/ton [10]. - **Polyethylene**: LDPE average price is 9207 yuan/ton, a week - on - week increase of 207 yuan/