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西方加强对俄能源制裁,俄罗斯不怒反笑,影子油轮舰队持续壮大
Sou Hu Cai Jing· 2025-09-24 11:07
揭秘英国打击俄罗斯幽灵油轮计划:一场全球能源暗战升级 俄罗斯对外情报局最新披露的文件显示,英国正秘密制定针对俄罗斯幽灵油轮舰队的打击方案。这份情报犹如一颗深水炸弹,将西方与俄罗斯之间持续两年 的能源暗战推向了新高潮。 换马甲的油轮舰队 在波罗的海的晨曦中,一支由70余艘老旧油轮组成的特殊船队正悄然穿行。这些平均船龄超过15年的海上老兵,通过不断更换船名、改挂小国船旗的换马甲 操作,成功躲过西方制裁雷达。正是这支被称为幽灵舰队的运输力量,让俄罗斯的石油出口在西方重重封锁下依然保持畅通——每天约有200万桶原油通过 它们运往全球,其中60%最终抵达亚洲港口。 制裁催生的海上巨无霸 英国外交部的制裁名单刚一出炉,这些游弋在海上的灰色身影立即成为众矢之的。一位不愿具名的英国外交官用军事术语形容:我们正在锁定那些为俄罗斯 输血的关键血管。这种强硬表态背后,是西方对制裁体系出现重大漏洞的焦虑——尽管G7国家设置了每桶60美元的价格上限,但通过混合油品、伪造文件 等手段,实际交易价格普遍在70-75美元区间浮动。 国际顶级大宗商品交易商托克集团的首席经济学家萨阿德·拉希姆,在今年新加坡亚太石油会议上首次向业界预警:这支因制 ...
石油与化工指数多数下跌(9月15日至19日)
Zhong Guo Hua Gong Bao· 2025-09-23 02:38
Group 1: Chemical Sector Performance - The chemical raw materials index decreased by 1.21%, while the chemical machinery index increased by 2.90% [1] - The pharmaceutical index fell by 1.36%, and the pesticide and fertilizer index dropped by 2.50% [1] - The oil processing index declined by 2.22%, the oil extraction index decreased by 3.17%, and the oil trading index fell by 1.46% [1] Group 2: Oil Prices - As of September 19, the WTI crude oil futures settled at $62.68 per barrel, down 0.02% from September 12 [1] - The Brent crude oil futures settled at $66.68 per barrel, down 0.46% from the previous Friday [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases were liquid chlorine (up 22.93%), isooctyl acrylate (up 7.47%), acrylic acid (up 5.04%), calcium carbide (up 4.94%), and MMA (up 4.51%) [1] - The top five petrochemical products with price decreases were vitamin E (down 10.00%), epichlorohydrin (down 6.44%), sulfuric acid (down 4.94%), p-nitrochlorobenzene (down 4.62%), and dichloromethane (down 3.64%) [1] Group 4: Capital Market Performance of Chemical Companies - The top five performing listed chemical companies were Kaimete Gas (up 28.62%), Hongda Explosive (up 22.93%), Sanwei Co. (up 22.53%), Zhongshi Technology (up 21.57%), and Jinghua New Materials (up 18.94%) [2] - The bottom five performing listed chemical companies were Runyang Technology (down 11.48%), Lafang Cosmetics (down 10.43%), Wankai New Materials (down 10.42%), Jiaao Environmental Protection (down 10.25%), and Shilong Industrial (down 9.41%) [2]
突发!拟制裁大量中企!
Sou Hu Cai Jing· 2025-09-22 03:02
据外媒报道,欧盟委员会提议,对参与购买俄罗斯石油产品的中国企业实施制裁。 欧盟委员会主席乌尔苏拉·冯德莱恩上周五表示: "三年来,俄罗斯在欧洲的石油收入下降了90%。现在,我们要彻底翻过这一页。我们现在正在追查那些违反制裁购买石油、助长俄乌战争的 人……我们将瞄准包括中国、巴西、印度等在内的第三国的炼油厂、石油贸易商和石化公司。" 这些提议是自2022年2月俄乌冲突爆发以来,欧盟委员会提出的第19次制裁措施,这些措施在日前已得到欧盟成员国批准(详参:反转!欧盟委员会通过 第19轮对俄制裁措施草案)。 特朗普上周在"真相社交"网站上发帖称,当北约所有成员国"采取同样行动"时,以及当北约成员国停止从俄罗斯购买石油时,他"准备对俄罗斯实施重大 制裁"。 值得注意的是,美国总统特朗普在8月初也曾要求北约成员国对购买俄罗斯石油的中国和印度公司征收50% 至 100% 关税(详参:追加25%、100%关税! 中国船舶不缴费或被「禁止卸货和清关」!)。 要知道,中国是欧洲最大的进口国,也是欧洲第三大市场。 然而鉴于欧盟当下表态和透露的部分制裁措施内容,预计大量中国实体将被列入限制清单,不过具体措施细节只有在欧盟批准后才会公 ...
股市必读:和顺石油(603353)9月19日主力资金净流出177.57万元,占总成交额2.32%
Sou Hu Cai Jing· 2025-09-21 20:26
当日关注点 和顺石油关于公司董事辞职暨选举职工代表董事的公告 湖南和顺石油股份有限公司于2025年9月18日收到非独立董事刘静女士的书面辞职报告,因公司内部工 作调整,其辞去第四届董事会非独立董事职务,但仍继续担任公司行政部经理。同日,公司召开职工代 表大会,选举刘静女士为第四届董事会职工代表董事,任期至本届董事会届满。该事项不会导致董事会 成员低于法定人数,不影响公司正常运作。此外,根据修订后的公司章程,公司不再设置监事会及监 事。2025年9月18日,职工代表大会免去陈知灵女士职工代表监事职务,其将继续在公司担任其他职 务。公司对陈知灵女士任职期间的贡献表示感谢。 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。 截至2025年9月19日收盘,和顺石油(603353)报收于16.7元,上涨1.27%,换手率2.71%,成交量4.61万 手,成交额7654.08万元。 交易信息汇总 资金流向 9月19日主力资金净流出177.57万元,占总成交额2.32%;游资资金净流出204.26万元,占总成交额 2.67%;散户资金净流入381. ...
TBKS HLDGS(01960)附属拟1146.24万令吉出售马来西亚柔佛州一物业
智通财经网· 2025-09-18 10:44
Group 1 - TBKS HLDGS has agreed to sell a property for a total consideration of 11.4624 million Malaysian Ringgit, with the transaction completed on August 25, 2025 [1] - The property consists of four parcels of vacant land designated for light industrial use, covering a total area of approximately 12,101 square meters located in Johor, Malaysia [1] - The property was previously mortgaged to a Malaysian bank, which has released the mortgage as a condition for the sale, with 1 million Ringgit set aside from the proceeds as collateral for the seller's bank financing [1] Group 2 - The company is an investment holding firm with subsidiaries primarily engaged in civil and structural engineering in Malaysia and China, as well as trading of oil and related products in China [2] - The board believes that the sale represents a good opportunity to realize the value of the vacant property at a reasonable price, enhancing the company's financial position and liquidity [2] - The terms and conditions of the sale are considered fair and reasonable, aligning with the overall interests of the company and its shareholders [2]
泰山石油:拟签署加油站租赁经营合同
Ge Long Hui· 2025-09-16 11:20
格隆汇9月16日|泰山石油公告,公司拟与山东高速服务区开发集团有限公司泰安分公司签署《青兰高 速泰山服务区、泰新高速新汶服务区加油站租赁经营合同》,承租位于青兰高速泰山、泰新高速新汶服 务区的加油站资产,用于成品油销售及加油站经营活动。租赁期自合同生效之日起至2028年6月30日。 此次租赁旨在满足公司日常生产经营及发展需要,预计对公司本年度经营成果不存在负面影响。 ...
石油与化工指数涨跌互现(9月8日至12日)
Zhong Guo Hua Gong Bao· 2025-09-16 02:43
Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.90%, while the chemical machinery index rose by 1.43%. However, the chemical pharmaceuticals index decreased by 2.04%, and the pesticide and fertilizer index increased by 3.16% [1] - The top five rising petrochemical products included liquid chlorine, which rose by 28.88%, and epoxy chloropropane, which increased by 6.02%. The top five declining products included vitamin E, which fell by 10.00%, and paraffin, which decreased by 6.49% [1] Group 2: Oil Sector Performance - The oil processing index decreased by 1.15%, and the oil extraction index fell by 1.70%. Conversely, the oil trading index increased by 1.09% [1] - International crude oil prices fluctuated, with WTI settling at $62.69 per barrel, up 1.33% from September 5, and Brent settling at $66.99 per barrel, up 2.27% [1] Group 3: Capital Market Performance of Chemical Companies - The top five rising listed chemical companies included Dongfang Tower, which increased by 31.79%, and Asia-Pacific Industry, which rose by 27.62%. The top five declining companies included Runpu Food, which fell by 16.71%, and Qide New Materials, which decreased by 14.96% [2]
时隔不到半年,鹏盾能源集团因同一案由再收罚单
Qi Lu Wan Bao· 2025-09-15 08:25
齐鲁晚报·齐鲁壹点记者于中国海事局监管信息公开栏获悉,9月15日,上海鹏盾能源集团股份有限公司(下称"鹏盾能源集团")收杨浦海事局罚单,处罚决 定书文号:海事罚字[2025]01042001172-1-1。 | 中华人民共和国海事局 事 一 网 通 办 | 首页 | 政务服务 | 执法监管 | 咨询投诉 信息公开 | | --- | --- | --- | --- | --- | | | | | 1111 | | | | 查询服务 | | 权责清单 | 政务信息公开 监管信息公开 海事政务服务好差评 | | | 处罚线 | 处罚信息公示详情 | | | | | 处罚机 | | | | | | | | 被处罚人名称 | 上海鹏盾能源集团股份有限公司 | | | 统一社会 | | 案由 | 不按照规定监测、监控,如实记载和保存船舶污染物、压载水和沉积物的排放及操作记: | | | 序号 | | 处罚决定书文号 | 海事罚字[2025]01042001172-1-1 | | | | | 处罚内容 | 罚款人民币贰任元整 | | | 1 | | 行政相对人(当事人)代 | 9131*****554U | | | | ...
同业盈利纷纷下滑 托克集团逆势靠资产投资支撑石油业务
智通财经网· 2025-09-12 07:05
Core Viewpoint - Trafigura Group's oil business is supported by recent investments in refining and distribution assets, despite declining profitability among competitors [1][2]. Group 1: Company Performance - Trafigura's oil trading volume is sufficient to meet three times France's demand, and it is also the largest metal trader globally [2]. - The company restructured its crude oil and petroleum products teams last year, with Dan Woodbridge leading crude operations and Tom Farrant overseeing global gasoline [2]. - The establishment of a new asset management department has had a significantly positive impact on the company's operations [3]. Group 2: Market Conditions - Major energy companies are experiencing reduced earnings due to volatile oil prices driven by geopolitical events, contrasting with a previous period of record profits [1]. - Refining margins have increased due to strong fuel demand, while attacks on Russian production facilities have limited oil product supply [1]. - Despite concerns over oversupply and slowing global economic growth, Brent crude prices have remained above $65 per barrel [4][5]. Group 3: Price Valuation - The fair value of oil is estimated to be around $55 per barrel based on supply and demand fundamentals, but current prices reflect various risk factors [5][6]. - Factors such as sanctions, tariffs, Middle East tensions, and the Ukraine crisis are influencing oil pricing, preventing it from reaching the estimated fair value [5].
股市必读:和顺石油(603353)9月11日主力资金净流出217.06万元,占总成交额3.59%
Sou Hu Cai Jing· 2025-09-11 20:04
Group 1 - The core point of the news is that Hunan Heshun Petroleum Co., Ltd. held its second extraordinary general meeting of shareholders on September 11, 2025, where several key resolutions were passed, including the cancellation of the supervisory board and amendments to the company's articles of association [1][2][3] - The meeting was attended by 131 shareholders, representing 67.3405% of the total voting shares, and all resolutions were approved with over 99.6% in favor, indicating strong shareholder support [2][3] - The legal opinion provided by Beijing Zhonglun (Shenzhen) Law Firm confirmed that the meeting's procedures, attendance, and voting were in compliance with relevant laws and the company's regulations [2] Group 2 - On the trading day of September 11, 2025, Heshun Petroleum's stock closed at 16.6 yuan, down 1.54%, with a turnover rate of 2.15% and a trading volume of 36,600 shares, amounting to a total transaction value of 60.4844 million yuan [1] - The net outflow of main funds was 2.1706 million yuan, accounting for 3.59% of the total transaction value, while retail investors experienced a net outflow of 255,000 yuan, representing 0.42% of the total [1]