证券日报网讯 1月9日，华锦股份（000059）发布公告称，公司将于2026年1月30日召开2026年第一次临 时股东会。 ...

Core Viewpoint - The restructuring of China Petroleum and Chemical Corporation (Sinopec) and China Aviation Oil Group marks a significant step in the acceleration of state-owned enterprise (SOE) reforms, aligning with the goals set forth in the 14th and 15th Five-Year Plans [2][3] Group 1: Restructuring and Reform - The restructuring of Sinopec and China Aviation Oil is part of a broader trend of strategic mergers among central enterprises, with six groups of ten SOEs undergoing strategic restructuring during the 14th Five-Year Plan [2] - This merger integrates the entire industrial chain from crude oil refining to aircraft refueling, enhancing energy security for the aviation industry and boosting international competitiveness in aviation fuel [2] Group 2: Characteristics of the 15th Five-Year Plan - The 15th Five-Year Plan is characterized by four overlapping phases: strategic function enhancement, deep transformation, risk prevention, and seizing opportunity windows [3] - Central enterprises are expected to elevate their strategic capabilities and support the modernization of China while focusing on reform and innovation to achieve quality and efficiency improvements [3] Group 3: Key Tasks for Central Enterprises - Central enterprises must focus on effective investment expansion, particularly in key areas such as infrastructure, energy resource security, and emerging industries, to support domestic demand and stabilize employment [4] - The restructuring of Sinopec and China Aviation Oil aligns with the goals of ensuring energy resource supply and fostering development across the industrial chain [4] Group 4: Future Development and Innovation - Central enterprises are positioned as key players in national technological innovation and will focus on developing new productive forces, particularly in artificial intelligence, new energy, and advanced manufacturing [5] - The challenge lies in nurturing emerging and future industries that are large enough, fast-growing, and promising, as part of the ongoing transformation to strengthen and optimize state-owned enterprises [5]

9日开盘后，利好消息不断。首先是统计机构公布，12月全国居民消费价格同比上涨0.8%，说明消费市 场正在活跃。其次是国务院国资委发布了中国石油化工集团有限公司与中国航空油料集团有限公司实施 重组的消息。此番整合既是央企专业化整合的典型样本，也牵动万亿级能源化工市场的格局重塑。中石 化与中航油两大央企重组，有可能重塑行业规则，成为产业链关注焦点。 行业板块多数收涨，互联网服务、文化传媒、小金属、贵金属、游戏、航天航空、软件开发、医疗服 务、采掘行业涨幅居前，保险板块跌幅居前。个股方面，上涨股票3920只，涨停109只；下跌股票1349 只，跌停仅1只。 从技术上看，目前三大指数不论是日K线还是MACD线及KDJ线都呈多头排列，正是上涨势头。但从情 绪上来看，目前到了需要慎重的时候。主要有三个原因，一是成交量突破了3万亿元，这属于爆量，到 了市场人气鼎沸时，很容易走出疯牛行情；二是9日证券板块走势比较奇怪，以中信证券为例，开盘即 往上冲，但很快被打下来，可到了尾盘，又冲了起来，说明证券板块有点压不住了。在目前情况下，一 旦证券板块冲起来，市场就是疯牛行情；三是主力资金近3个交易日都是大幅流出的，说明有资金正在 兑 ...

中盛期货 能化板块周度报告 中盛期货 20260109 张伟伟 从业资格证号：F0269806 投资咨询证号：Z0002796 鲍玉虹 从业资格证号：F03149670 投资有风险，入市需谨慎 中盛期货 聚酯板块数据周报 中盛期货 宏观及原油重要资讯一览 据新华社报道，美国总统特朗普8日再次就伊朗骚乱事件发出威胁，称如再有人员死亡，美国将对伊朗进行"严厉打击"。伊朗的原油出口星 在近年保持韧性，且紧邻霍尔木兹海峡，对全球能源运输咽喉的控制能力较强。一旦地缘冲突升级导致伊朗原油供应中断或霍尔木兹海峡航 运受阻，对全球原油市场的影响较大。 据Lloyds List Intellgence和另一海事安全消息来源周四发布的公告称，一艘驶往俄罗斯的油轮在黑海遭遇无人机袭击，促使其请求土耳 其海岸警卫队援助并改变航线。 3 1 2 中盛期货 聚酯板块期现货价格走势 据央视新闻报道，美国总统特朗普日前称，将让美国大型石油公司前往委内瑞拉投资，维修该国石油基础设施并为美国"创造收益"。这一 表态进一步显露了美方染指委内瑞拉石油资源的企图。不过，美业内人士却普遍认为，目前美国石油企业在委内瑞拉的投资意愿相当低。 按当前披霸的最 ...

Core Viewpoint - As of January 9, 2026, Sinopec (600028) closed at 6.16 yuan, reflecting a 1.48% increase, with a trading volume of 6.8939 million hands and a turnover of 4.286 billion yuan [1] Group 1: Financial Performance - For the first three quarters of 2025, Sinopec reported a total revenue of 2,113.441 billion yuan, a year-on-year decrease of 10.69% [1] - The net profit attributable to shareholders was 29.984 billion yuan, down 32.23% year-on-year [1] - The net profit excluding non-recurring items was 30.552 billion yuan, a decrease of 30.51% year-on-year [1] - In Q3 2025, the company recorded a single-quarter revenue of 704.389 billion yuan, a year-on-year decline of 10.88% [1] - The single-quarter net profit attributable to shareholders was 8.501 billion yuan, down 0.5% year-on-year [1] - The net profit excluding non-recurring items for Q3 was 9.337 billion yuan, an increase of 11.35% year-on-year [1] - The company's debt ratio stood at 54.69%, with investment income of 7.342 billion yuan and financial expenses of 11.25 billion yuan [1] - The gross profit margin was reported at 15.68% [1] Group 2: Market Activity - On January 9, 2026, the net outflow of main funds was 334 million yuan, accounting for 7.78% of the total turnover [1] - The net inflow of speculative funds was 213 million yuan, representing 4.97% of the total turnover [1] - Retail investors contributed a net inflow of 120 million yuan, which is 2.81% of the total turnover [1] - Over the past 90 days, 10 institutions have given buy ratings for the stock, with an average target price of 7.34 yuan [2]

据介绍，中国石油化工集团有限公司的前身是成立于1983年7月的中国石油化工总公司。1998年7月，按 照党中央关于实施石油石化行业战略性重组的部署，在原中国石油化工总公司基础上重组成立中国石油 化工集团公司，2018年8月，经公司制改制为中国石油化工集团有限公司。公司是上下游、产供销、内 外贸一体化特大型能源化工集团公司，注册资本3265亿元人民币，董事长为法定代表人，总部设在北 京。 据中国石油报1月9日消息，根据中央组织部任职决定，田宏斌同志任中国石油化工集团有限公司副总经 理、党组成员。 公开信息显示，田宏斌，高级工程师，工程硕士。他曾任中国石化（600028）股份公司广州分公司副总 经理、党委常委，中国石化股份公司广州分公司总经理、党委副书记，中国石化集团资产公司广州分公 司总经理，中国石化股份公司广州分公司代表、党委书记等职，于2024年5月任中国石化股份公司炼油 事业部总经理。 ...

Group 1 - The core viewpoint of the news is the restructuring of China Petroleum & Chemical Corporation (Sinopec) and China National Aviation Fuel Group Corporation (China Aviation Fuel), which is expected to enhance the resilience of the aviation fuel industry chain and ensure energy security for the aviation sector [1] - Sinopec is the world's largest refining company and the largest aviation fuel producer in China, while China Aviation Fuel is the largest integrated aviation fuel service provider in Asia [1] - The restructuring is predicted to leverage the integrated advantages of refining and reduce intermediate links, thereby lowering supply costs and providing strong support for energy security in China's aviation industry [1] Group 2 - During the 14th Five-Year Plan period, the demand for aviation fuel in China is expected to grow at an average annual rate of around 4%, reaching approximately 50 million tons by 2030 and about 75 million tons by 2040 [1] - The merger is anticipated to enhance the international competitiveness of China's aviation fuel industry, which currently has production, sales, and refueling operations spread across different companies [1] - The restructuring will facilitate the combination of strengths in sustainable aviation fuel technology, research and development, and international trade, contributing to carbon reduction in the aviation industry [2]

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 1月9日，石油ETF（561360）收涨超2.5%，市场关注石化巨头重组红利。 光大证券指出，中国石化集团作为世界级炼化巨头，业务覆盖油气、炼化全产业链，是国内最大的成品 油和石化产品供应商。2024年以来，全球经济复苏承压，国际油价震荡下行，但中国石化集团凭借稳健 的油气产量、庞大的石油储备体系和覆盖全国的网络，构成了国家能源安全的重要防线。2026年1月， 中国石化集团与中国航油集团实施战略重组，将打通航空煤油"原油进口、炼化生产、航油运输、机场 加注"全产业链闭环，有助于削减中间成本，增强航煤市场话语权。此次重组符合国企改革聚焦主责主 业、提升核心竞争力的政策方向，有望优化国有资本布局，提升石化化工央国企的竞争力。中国石化集 团正积极转型为绿色发 ...

Group 1 - Tian Hongbin has been appointed as the Deputy General Manager and Party Member of China Petroleum & Chemical Corporation (Sinopec) [1]

港股市场今日止跌。盘面上，大型科技股走势分化；商业航天概念股拉升，亚太卫星大涨后回落；航空股受市场"乌龙"消息影响走低；石油股受国际油价 回升和企业重组消息而提振。 此外，港交所推出六只新的股票期权类别。另有三只新股今日在港交所上市。 港股震荡收涨 科技股走势分化 【导读】大型科技股走势分化，亚太卫星盘中涨超20%后回落 1月9日，港股三大指数震荡小幅收涨。截至收盘，恒生指数上涨0.32%，报收于26231.79点；恒生国企指数和恒生科技指数分别上涨0.1%、0.15%。 周线方面，本周（1月5日至1月9日），恒生指数累计下跌0.41%，恒生科技指数累计下跌0.86%，恒生国企指数累计下跌1.31%。 今日，恒生科技指数小幅收涨0.15%，成份股走势分化。哔哩哔哩、阿里巴巴、京东集团分别上涨3.14%、2.72%、2.6%；腾讯控股、网易、百度、美团分 别下跌0.81%、1.28%、2.07%、2.48%。其中，腾讯控股和阿里巴巴今日成交额均超过百亿港元。 | 名称 | 现价 : | 涨跌幅 | | | --- | --- | --- | --- | | 腾讯控股 | 611.000 | -0.81% | 1 ...