智通财经APP获悉，挪威能源巨头Equinor(EQNR.US)签署了价值约 1000 亿挪威克朗(折合 99 亿美元)的 合同，旨在助力其在挪威至少在未来十年内维持当下的石油与天然气产量水平。 该公司首席执行官安德斯·奥佩达尔(Anders Opedal)将挪威大陆架形容为 Equinor 的"中流砥柱"，并强调 其对欧洲能源安全意义重大。自俄乌冲突升级以来，这个北欧国家已连续三年成为欧洲最大的天然气供 应国。 据了解，挪威大陆架是挪威陆地向海洋的自然延伸部分，涵盖其领海以外依陆地领土的全部自然延伸区 域，扩展至大陆边外缘的海底区域的海床和底土，蕴藏着丰富的自然资源。 据周四发布的一份声明透露，Equinor 与阿克解决方案公司(Aker Solutions ASA)、艾贝尔公司(Aibel AS) 等企业达成的交易，预计在未来数月内正式启动。这些交易涵盖陆上及海上设施的维护、维修与改造工 作。合同期限为五年，且具备续约的可能性。 Equinor 负责挪威勘探与生产的执行副总裁克耶蒂尔·霍夫(Kjetil Hove)表示："该大陆架正步入成熟阶 段，这需要我们拿出新的解决方案。我们的目标是到 2035 年， ...

Group 1 - The core viewpoint of the article is the restructuring between China Petroleum & Chemical Corporation (Sinopec) and China Aviation Oil Group (CAOG), which has been approved by the State-owned Assets Supervision and Administration Commission of the State Council [2][3]. - CAOG is recognized as Asia's largest integrated aviation fuel service provider, involved in procurement, transportation, storage, testing, sales, and refueling of aviation fuel, while Sinopec is the world's largest refining company and China's top aviation fuel producer [3][4]. - The restructuring aims to create a "giant" in the aviation fuel sector, focusing on achieving full-chain integration from refining to wing, which is expected to reshape the competitive landscape of the domestic aviation fuel market [5]. Group 2 - In the first half of 2025, CAOG's subsidiary, China Aviation Oil (Singapore) Corporation, reported revenues of $8.56 billion, a growth of 13.6%, and a net profit of $50.04 million, an increase of 18.4% [4]. - The aviation fuel consumption in China is projected to approach 1 million barrels per day in 2025, with an annual market size of approximately $30 billion, making it one of the largest civil aviation markets globally [5]. - CAOG holds about 40% market share in the channel and terminal service segment, covering most major airports in China, while state-owned enterprises like Sinopec and China National Petroleum Corporation dominate approximately 81% of the aviation fuel production market [5].

Group 1 - Morgan Stanley estimates that after Maduro leaves Venezuela, local oil production may experience a temporary shock, potentially declining by 50% [1] - If political and operational stability is restored, production could quickly recover, with the potential to reach 1.4 million barrels per day within two years and 2.5 million barrels per day in the next decade, compared to the current production of 800,000 to 900,000 barrels per day [1] - The impact on Chinese oil companies is limited, as most Venezuelan crude oil processed is by independent or small refineries rather than major listed companies like Sinopec or PetroChina, which do not have commercial assets in Venezuela [1] Group 2 - The company is optimistic about PetroChina due to its successful decoupling from oil prices through local natural gas operations, with expected dividends of 0.26 yuan in the second half of the year [1] - Lower oil prices and interest rates may accelerate the recovery of oil-based chemical stocks, leading to an "overweight" rating for Hengli Petrochemical [1] - Due to weak short-term profit prospects, Sinopec is given a "neutral" rating, with plans to reassess after the clarity of its 14th Five-Year Plan strategy [1]

至于对中国油企的影响，该行指，虽然委内瑞拉原油在2025年占中国原油进口总量4%，但由于美国制 裁，其中大部分由独立炼厂或小型炼厂加工，而非中石化或中石油等上市公司。另外，中石化及中海油 在委内瑞拉并无商业资产。若中国真的失去委内瑞拉原油，对中国的炼油业影响亦有限，因仍有其他原 油可取代。 摩根大通估算，马杜罗离开委内瑞拉后，当地石油产量可能会经历短暂冲击，产量或下跌50%。不过， 若政治及营运等恢复稳定，生产将迅速复苏，当地产量有机会在两年内恢复至每日140万桶，并在未来 十年达到每日250万桶，而目前产量仅为每日80万至90万桶。 股份方面，该行看好中石油，因其通过本地天然气业务成功与油价脱钩，料下半年股息可达0.26元。另 外，较低的油价及利率环境亦可能加速油基化工股的复苏，该行予恒力石化"增持"评级。基于短期盈利 前景疲弱，该行予中石化"中性"评级，待其"十五五"规划策略更清晰后将重新评估。 ...

北京时间1月7日凌晨，美股周二收高。标普500指数创历史新高，道指亦创新高并首次收在49000点之 上。能源板块继续上扬。交易员在本周多项关键数据公布前仍保持乐观。 道指涨484.90点，涨幅为0.99%，报49462.08点；纳指涨151.35点，涨幅为0.65%，报23547.17点；标普 500指数涨42.77点，涨幅为0.62%，报6944.82点。 周二盘中，道指最高上涨至49509.92点，标普500指数上涨至6948.69点，均创盘中历史新高。 上周美国抓捕委内瑞拉领导人马杜罗后，美国总统特朗普呼吁美国能源巨头投资这个石油资源丰富的国 家，推动能源板块大涨。雪佛龙和埃克森美孚均录得显著涨幅，标普500能源板块创下自7月8日以来的 最大单日涨幅。 Innovator ETFs机构研究与投资策略主管Tom O'Shea表示："从历史上看，引发重大新闻的地缘政治事件 通常会造成短期波动并导致股价下跌。然而，此次标普500指数在行动后的首个交易日却上涨，能源股 领涨，市场预期美国企业可能从委内瑞拉潜在的基础设施重建中获益。国防股、贵金属和比特币也同步 上涨，表明投资者反应复杂多元。" 周二能源股再度上涨 ...

本文字数：913，阅读时长大约1分钟 作者 | 第一财经 陆如意 2026年的首次成品油调价以搁浅告终。 据国家发展和改革委1月6日傍晚消息，自2025年12月22日国内成品油价格调整以来，国际市场油价 小幅波动。按现行国内成品油价格机制测算，2026年1月6日的前10个工作日平均价格与2025年12 月22日前10个工作日平均价格相比，调价金额每吨不足50元。根据《石油价格管理办法》第七条规 定，本次汽、柴油价格不作调整，未调金额纳入下次调价时累加或冲抵。 2026.01. 06 隆众资讯日前发布的数据显示，截至2026年1月4日，本轮调价周期内参考原油均价为60.24美元/ 桶，较上一周期上涨0.76%，预计调价窗口开启时，对应成品油上调幅度在30元/吨附近，位于50元/ 吨的调价红线以下。 国内成品油的价格锚定全球原油价格。业内分析，2026年全球原油市场被间歇性凸显的地缘风险和 供需结构偏弱两大多空因素来回拉扯。 虽短期内地缘风险或占据主导，但目前全球供应过剩的担忧依然存在。据国际能源署（IEA）预测， 全年原油市场日均过剩量将达380万桶至409万桶，占全球需求的4%，供应过剩格局成为市场运行主 基 ...

据哥国油介绍，该项目总投资约2850万美元，将采用质子交换膜电解槽技术，利用炼油厂现场太阳能发 电厂提供的26兆瓦可再生能源，每年生产高达800吨的低碳绿氢。项目核心设备为一台5兆瓦电解槽及配 套水净化、电力适配与工艺系统。所产绿氢纯度可达99.99%，每年可减少约7700吨二氧化碳排放，相 当于减少1650辆汽车的年排放量。绿氢将主要用于替代该炼油厂现有转化工艺中所使用的灰氢，助力生 产更清洁、低碳的燃料，支持哥伦比亚能源转型与本土经济脱碳目标。 目前，项目所有辅助及公用工程设备的组装与互联工作正在推进中。哥国油表示，工厂投产后还将在运 营与维护阶段引入人工智能技术，以提升生产效率和系统可靠性。 中化新网讯 1月3日，哥伦比亚国家石油公司宣布，其位于卡塔赫纳炼油厂的绿氢生产项目已进入关键 建设阶段，预计将于2026年上半年投入运营。 ...

Report Industry Investment Ratings No specific investment ratings for the entire industry are provided in the report. Core Views - The report provides daily research on various commodities, including precious metals, base metals, energy, agricultural products, etc., and gives corresponding trend judgments and analysis based on their fundamentals and market news [2]. - The overall market is affected by multiple factors such as geopolitical events, macro - economic data, and supply - demand relationships. For example, the situation in Venezuela has an impact on the prices of gold, copper, and other commodities [5][8]. Summary by Commodity Category Precious Metals - **Gold**: Safe - haven sentiment has rebounded. The prices of domestic and foreign gold futures and spot have different trends. The trading volume and positions of some contracts have changed. The geopolitical event of the US airstrike in Venezuela has supported the price of gold [2][5]. - **Silver**: It is in a high - level consolidation. The prices of domestic and foreign silver futures and spot have different trends. The trading volume and positions of some contracts have changed [2][5]. - **Platinum**: It is oscillating upwards. The prices of platinum futures and spot have increased, and the trading volume and positions of some contracts have changed [25][27]. - **Palladium**: It is in a range - bound oscillation. The prices of palladium futures and spot have increased, and the trading volume and positions of some contracts have changed [25][27]. Base Metals - **Copper**: The sentiment of going long is strong, and the price has been rising continuously. The prices of domestic and foreign copper futures have increased, and the trading volume and positions of some contracts have changed. Geopolitical risks and industry news such as production capacity expansion and labor - contract negotiations have an impact on the price [2][8]. - **Zinc**: It is oscillating strongly. The prices of domestic and foreign zinc futures have increased, and the trading volume and positions of some contracts have changed. Macroeconomic data and industry news have affected the price [2][11]. - **Lead**: The reduction in inventory supports the price. The prices of domestic and foreign lead futures have different trends, and the trading volume and positions of some contracts have changed. Geopolitical events and industry news have affected the price [2][14]. - **Tin**: It is oscillating within a range. The prices of domestic and foreign tin futures have increased, and the trading volume and positions of some contracts have changed. Macro - and industry news have an impact on the price [2][18]. - **Aluminum**: It continues to make up for losses. The prices of aluminum futures and spot have increased, and the trading volume and positions of some contracts have changed. Macroeconomic data and industry news have affected the price [2][21]. - **Alumina**: It has a slight decline. The prices of alumina futures and spot have changed, and the trading volume and positions of some contracts have changed [2][21]. - **Nickel**: There is a game between the real - world pressure and the narrative of the cycle shift, with a wide - range oscillation. The prices of nickel futures and spot have changed, and the trading volume and positions of some contracts have changed. Industry news such as policy restrictions in Indonesia has an impact on the price [2][29]. - **Stainless steel**: The real - world fundamentals are dragging down, and the market is mainly gambling on Indonesian policies. The prices of stainless - steel futures and spot have changed, and the trading volume and positions of some contracts have changed [2][29]. Energy and Chemicals - **Crude Oil - related (implied)**: The geopolitical situation in Venezuela and other regions has affected the price expectations of crude oil - related products, which in turn has an impact on the prices of downstream products [29][64]. - **PTA**: It is in a high - level oscillating market with cost support. The prices of PTA futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the start - up rate of production facilities have an impact on the price [2][59][64]. - **MEG**: The upside space is limited, and there is still pressure in the medium term. The prices of MEG futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the start - up rate of production facilities have an impact on the price [2][59][65]. - **Rubber**: It is oscillating. The prices of rubber futures and spot have changed, and the trading volume and positions of some contracts have changed. The inventory and production situation have an impact on the price [2][66]. - **Synthetic Rubber**: The short - term center has shifted upwards. The prices of synthetic - rubber futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of raw materials and the start - up rate of production facilities have an impact on the price [2][69]. - **LLDPE**: The upstream inventory has been transferred, and the basis has strengthened. The prices of LLDPE futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of raw materials and the start - up rate of production facilities have an impact on the price [2][72]. - **PP**: Multiple PDH units are planned to be overhauled in January, and the basis has strengthened. The prices of PP futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of raw materials and the start - up rate of production facilities have an impact on the price [2][74]. - **Caustic Soda**: It is not advisable to chase short. The price of caustic - soda futures has changed, and the spot market is not optimistic. The high - production and high - inventory pattern and the demand situation have an impact on the price [2][76]. - **Paper Pulp**: It is in a wide - range oscillation. The prices of paper - pulp futures and spot have changed, and the trading volume and positions of some contracts have changed. The inventory and demand situation have an impact on the price [2][81]. - **Glass**: The price of the original sheet is stable. The prices of glass futures and spot have changed, and the trading volume and positions of some contracts have changed. The market supply and demand and the sales situation have an impact on the price [2][86]. - **Methanol**: It is strong in the short term. The prices of methanol futures and spot have changed, and the trading volume and positions of some contracts have changed. Geopolitical events and the supply and demand of the upstream and downstream industries have an impact on the price [2][90]. - **Urea**: The oscillation center has shifted upwards. The prices of urea futures and spot have changed, and the trading volume and positions of some contracts have changed. The inventory and demand situation have an impact on the price [2][95]. - **Styrene**: It is in a short - term oscillation. The prices of styrene futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the inventory situation have an impact on the price [2][99]. - **Soda Ash**: The spot market has little change. The prices of soda - ash futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries have an impact on the price [2][103]. - **LPG**: Geopolitical factors have disturbed the cost, and attention should be paid to the realization of the downward drive. The prices of LPG futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the price of CP paper have an impact on the price [2][109]. - **Propylene**: The upward and downward drives are limited, and the spot trend has stabilized. The prices of propylene futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the start - up rate of production facilities have an impact on the price [2][110]. - **PVC**: It is strong in the short term and oscillating in the medium term. The prices of PVC futures and spot have changed, and the trading volume and positions of some contracts have changed. The high - production and high - inventory pattern and the demand situation have an impact on the price [2][118]. - **Fuel Oil**: The upward trend has paused, and there is support at the bottom. The prices of fuel - oil futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the international market situation have an impact on the price [2][123]. - **Low - Sulfur Fuel Oil**: It is in a narrow - range oscillation, and the price difference between high - and low - sulfur fuels in the overseas spot market is temporarily stable. The prices of low - sulfur fuel - oil futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the international market situation have an impact on the price [2][123]. Agricultural Products - **Palm Oil**: The fundamental driving force is not strong, and attention should be paid to the spill - over effect of crude - oil fluctuations. The prices of palm - oil futures and spot have changed, and the trading volume and positions of some contracts have changed. The inventory, production, and export situation have an impact on the price [2][150]. - **Soybean Oil**: The unilateral price is in a range, and attention should be paid to the price - difference opportunities between months. The prices of soybean - oil futures and spot have changed, and the trading volume and positions of some contracts have changed. The inventory, production, and export situation have an impact on the price [2][150]. - **Soybean Meal**: The peripheral market has generally risen, and the Dalian soybean meal may follow the rebound. The prices of soybean - meal futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the international and domestic markets and the weather in South America have an impact on the price [2][155]. - **Soybean**: It is in a rebound and oscillation. The prices of soybean futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the international and domestic markets and the weather in South America have an impact on the price [2][155]. - **Corn**: Attention should be paid to the spot price. The prices of corn futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the domestic and international markets and the import situation have an impact on the price [2][158]. - **Sugar**: It is mainly in a weak operation. The prices of sugar futures and spot have changed. The production, consumption, and import situation at home and abroad have an impact on the price [2][162]. - **Cotton**: It maintains an oscillating and strong trend. The prices of cotton futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the domestic and international markets and the purchase situation of textile enterprises have an impact on the price [2][167]. - **Eggs**: It is in an oscillating adjustment. The prices of egg futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the upstream and downstream industries and the price of feed have an impact on the price [2][172]. - **Hogs**: The weakness is emerging. The prices of hog futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the market and the inventory of warehouse receipts have an impact on the price [2][175]. - **Peanuts**: It is in an oscillating operation. The prices of peanut futures and spot have changed, and the trading volume and positions of some contracts have changed. The supply and demand of the market and the purchase situation have an impact on the price [2][181]. Shipping - **Container Freight Index (European Line)**: Attention should be paid to the cabin - opening guidance. The prices of container - freight - index futures have changed, and the trading volume and positions of some contracts have changed. The shipping capacity, price adjustment of shipping companies, and geopolitical situation have an impact on the price [2][125].

证券之星消息，截至2026年1月5日收盘，中国石化(600028)报收于6.09元，下跌1.46%，换手率0.23%， 成交量222.37万手，成交额13.56亿元。 中国石化融资融券信息显示，融资方面，当日融资买入1.13亿元，融资偿还6600.23万元，融资净买入 4717.87万元。融券方面，融券卖出23.83万股，融券偿还69.14万股，融券余量192.92万股，融券余额 1174.88万元。融资融券余额12.8亿元。 近5日融资融券数据一览见下表： 该股主要指标及行业内排名如下： 1月5日的资金流向数据方面，主力资金净流出4737.4万元，占总成交额3.49%，游资资金净流入5714.41 万元，占总成交额4.21%，散户资金净流出977.0万元，占总成交额0.72%。 近5日资金流向一览见下表： 中国石化2025年三季报显示，前三季度公司主营收入21134.41亿元，同比下降10.69%；归母净利润 299.84亿元，同比下降32.23%；扣非净利润305.52亿元，同比下降30.51%；其中2025年第三季度，公司 单季度主营收入7043.89亿元，同比下降10.88%；单季度归母净利润85.0 ...

当战机掠过委内瑞拉夜空时，华尔街的交易员们关注的不仅仅是原油期货的波动，黄金、铝、镍、天然 气的价格曲线也出现了微妙变化。 2026年1月3日凌晨，美军代号"绝对决心"的突袭行动震惊世界。时任总统马杜罗被控制，美国迅速表达 了对其石油行业的浓厚兴趣。 全球目光聚焦于这个南美国家3030亿桶的巨大石油储量。然而，石油仅仅是这场地缘政治棋局的表层筹 码。在委内瑞拉91.6万平方公里的国土下，还埋藏着一系列更具战略意义的"底牌"，它们正成为大国资 源竞争的新焦点。 立体资源库 委内瑞拉的资源财富远超外界想象。它不仅是"坐在油桶上的国家"，更是一个 "立体资源库" 。 除了稳居全球首位的石油储量，其天然气探明储量高达5.54-5.67万亿立方米，占全球总储量的约3.3%， 位列世界第八。 更关键的是其多元化矿产资源组合。根据我国商务部《对外投资合作国别指南》的数据，委内瑞拉的铝 土矿已探明储量13.3亿吨，居全球第三。黄金资源潜力巨大，预测储量约792吨，位居世界第四。 铁矿石资源量达146.8亿吨。此外，还拥有3900万吨的钛储量、49万吨的镍矿以及丰富的煤炭和钻石资 源。有地质学家甚至估算，其黄金总潜在储量可能超 ...