Company Overview - Heshun Petroleum's closing price on July 24 was 16.56 yuan, up 1.66%, with a rolling PE ratio of 87.22, marking a 17-day low, and a total market capitalization of 2.847 billion yuan [1] - The company operates in the oil industry, which has an average PE ratio of 13.22 and a median of 29.89, placing Heshun Petroleum at the 17th position in the industry ranking [1] Financial Performance - For Q1 2025, Heshun Petroleum reported revenue of 767 million yuan, a year-on-year decrease of 5.01%, and a net profit of 12.59 million yuan, an increase of 36.60%, with a sales gross margin of 8.39% [1] - As of the latest report, only one institution holds shares in Heshun Petroleum, with a total of 306,000 shares valued at 0.05 million yuan [1] Industry Comparison - The PE ratio of Heshun Petroleum (87.22) is significantly higher than the industry average (13.22) and median (29.89), indicating a potential overvaluation compared to peers [2] - Other companies in the oil sector, such as China National Offshore Oil Corporation and China Petroleum, have much lower PE ratios of 9.19 and 9.71, respectively, highlighting the disparity in valuation within the industry [2]

7月24日，洲际油气今日收盘2.57元，上涨8.44%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到24.61倍，创24天以来新低，总市值106.63亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)6洲际油气24.6121.871.23106.63亿行业平均 13.2211.861.221873.85亿行业中值29.8934.061.6564.09亿1中国海油9.198.981.5812381.55亿2中国石油 9.719.771.0316087.54亿3广汇能源12.8212.331.32364.98亿4中国石化16.0214.410.877250.47亿5*ST新潮 16.3816.201.44329.82亿7泰山石油24.8033.403.0433.17亿8东华能源34.9734.721.39154.15亿9康普顿 44.6754.582.5529.83亿10广聚能源63.2168.182.3566.11亿11和顺石油87.2297.271.7228.47亿12岳阳兴长 112.5898.332.8662.07亿 从行业市盈率排名来看，公司所处的石油行业行业市盈率平均13. ...

来源：金融界 天眼查商业履历信息显示，中国石化上海石油化工股份有限公司，成立于1993年，位于上海市，是一家 以从事石油、煤炭及其他燃料加工业为主的企业。企业注册资本1079928.55万人民币，实缴资本633000 万人民币。公司法定代表人为郭晓军。 通过天眼查大数据分析，中国石化上海石油化工股份有限公司共对外投资了22家企业，参与招投标项目 5000次，知识产权方面有商标信息51条，专利信息1292条，此外企业还拥有行政许可12807个。 金融界消息 截至2025年7月24日收盘，XD上海石（600688）报收于2.96元，上涨0.68%，换手率 0.72%，成交量52.50万手，成交金额1.55亿元。 资金流向方面，今日主力资金净流出1614.52万元，占比成交额10.43%。其中，超大单净流出2399.04万 元、占成交额15.5%，大单净流入784.52万元、占成交额5.07%，中单净流出流出1418.18万元、占成交 额9.16%，小单净流入3032.70万元、占成交额19.59%。 上海石化最新一期业绩显示，截至2025一季报，公司营业总收入195.21亿元、同比减少8.28%，归属净 利润89 ...

| 112 > 国技期货 | | 能源 日报 | | --- | --- | --- | | 操作评级 | | 2025年07月24日 | | 原油 | なな女 | 高明宇 首席分析师 | | 燃料油 | ☆☆☆ | F0302201 Z0012038 | | 低硫燃料油 | | 李祖智 中级分析师 | | 沥青 | なな女 | F3063857 Z0016599 | | 液化石油气 ★☆☆ | | 王盈敏 中级分析师 | | | | F3066912 Z0016785 | | | | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 三季度旺季石油市场延续了上半年的累库趋势,其中原油去库0.6%、成品油累库1.7%。OPEC+增产路径下石油市 场的供需盈余压力始终存在。7月原油市场进入伊以冲突剧烈波动后的震荡修复期，近期月差、现货升贴水转 弱,海外柴油裂解在东西套利窗口打开后亦有所回落,此前支撑市场的旺季强现实因素转弱。尽管美日协议以 利好落地,美国与欧盟、中国的贸易战风险仍令市场面临需求预期冲击,近期相关利空风险大于地缘端利多, 油价以震荡承压为主;8 ...

四位行业消息人士表示，俄罗斯联邦安全局已开始向外国油轮发放许可证，允许其进入黑海港口，这为 哈萨克斯坦石油出口的恢复铺平道路。 ...

近年来，在行业繁荣期凭借丰厚回报吸引投资者的大型石油公司，如今正面临平衡难题：全球贸易紧张 局势加剧、石油输出国组织及其盟友(OPEC+)增产导致油价承压，企业需在投资、股东回报与不断攀升 的债务之间寻找平衡点。英国石油(BP.US)和意大利埃尼集团(Eni SpA)今年早些时候已削减了支出。 法国能源巨头道达尔能源(TTE.US)于美东时间周四公布财报，受油气价格下跌影响，公司第二季度利 润下滑，同时净债务大幅攀升。Q2调整后净利润从去年同期的47亿美元降至36亿美元，同比下降 23.4%，较今年第一季度的42亿美元下降14%，与伦敦证券交易所集团(LSEG)的分析师共识预期一致。 尽管上游产量有所提升，但未能抵消近期油气价格暴跌带来的收益缩水。由于并购支出增加及营运资金 需求上升，该公司净债务较上一季度增长29%，达259.3亿美元; 布伦特原油价格较去年同期下跌20%，主要是由于包括石油输出国组织(OPEC)成员国及俄罗斯等盟友 在内的OPEC+产油国，已于4月开始逐步解除每日217万桶的减产措施。受油价走低影响，挪威国家石 油公司(Equinor)周三公布第二季度利润下降13%。 尽管2025年上半年 ...

原油成品油早报 研究中心能化团队 2025/07/24 | 日期 | WTI | BRENT | DUBAI | diff FOB dated bre | BRENT 1- | WTI-BREN | DUBAI-B | NYMEX RB | RBOB-BR | NYMEX | HO-BRT | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 2月差 | T | RT（EFS | OB | T | HO | | | | | | | nt | | | | | | | | | 2025/07/17 | 67.54 | 69.52 | 70.24 | - | 1.00 | -1.98 | 1.58 | 217.04 | 21.64 | 246.46 | 33.99 | | 2025/07/18 | 67.34 | 69.28 | 70.17 | - | 0.88 | -1.94 | 1.71 | 215.34 | 21.16 | 245.30 | 33.75 | | 2025/07/21 | 6 ...

WTI原油日内涨幅扩大至1.00%，现报65.90美元/桶。布伦特原油日内涨超1.00%，现报68.60美元/桶。 ...

据国际文传电讯社：哈萨克斯坦并未停止从俄罗斯海港装载石油。 ...

Report Industry Investment Rating - Not mentioned in the provided content Core Viewpoint of the Report - The EIA weekly report shows that although the surface data is bullish due to the decline in crude oil and gasoline inventories, the terminal refined oil demand data is very weak, casting doubt on the sustainability of the high operating rate of US refineries, especially the gasoline demand data that should be at its peak within the year [7] Summary According to Relevant Catalogs Main Data - As of July 18, US commercial crude oil inventories decreased by 3.169 million barrels to 418.993 million barrels, exceeding the expected decrease of 1.6 million barrels; Cushing inventories increased by 455,000 barrels; strategic reserve inventories decreased by 200,000 barrels; gasoline inventories decreased by 1.738 million barrels, exceeding the expected decrease of 900,000 barrels; distillate inventories increased by 2.931 million barrels, contrary to the estimated decrease of 1.1 million barrels [2][3] - US crude oil production decreased by 102,000 barrels per day to 13.273 million barrels per day; net imports decreased by 740,000 barrels per day to 2.121 million barrels per day; processing volume increased by 87,000 barrels per day to 16.936 million barrels per day [3] - US total crude oil chain inventories decreased by 5.353 million barrels; the four - week smoothed terminal apparent demand for crude oil increased by 314,250 barrels per day; the four - week smoothed apparent demand for gasoline decreased by 180,250 barrels per day; the four - week smoothed apparent demand for distillate decreased by 112,750 barrels per day; the four - week smoothed apparent demand for jet fuel decreased slightly [3] Report Review - Last week, US commercial crude oil inventories declined more than expected. US weekly crude oil production continued to decline, falling below the same period last year for the first time this year. Refinery operating rates remained high, increasing by 1.6% to 95.5%. The continuous rebound of US weekly crude oil exports also contributed to the decline in inventories [4] - Although the total terminal demand increased, mainly from the chemical sector, the apparent demand for gasoline and distillates, which the market is more concerned about, declined. The four - week smoothed gasoline demand has declined significantly for two consecutive weeks, and this week's demand curve has further deviated from the normal range, approaching the levels of the 2020 COVID - 19 year [6] - After the release of this week's report, oil prices had no obvious short - term direction, but rebounded slightly in the early morning due to the progress of trade negotiations between the US and the EU [7]