乙烯装置成功卫冕 芳烃首夺"双效标杆" 11月末，三块行业标杆奖牌的送达，让"老将稳坐江山，新锐强势登顶"的佳话在广东石化成为现 实。"老将"乙烯装置成功卫冕，蝉联"能效领跑者"殊荣；"新锐"芳烃装置首次参赛便荣获能效、水效领 跑者"双效标杆"。 广东石化何以炼成持续的能效"领跑"实力? 智能技术驱动能效跃升 一时领先靠攻坚，持续领跑则靠智能与机制。面对工艺流程复杂、变量耦合性强等行业共性难题，广东 石化以智能控制系统为突破口，以能源和碳排放平台为抓手，让装置运行平稳性与能效水平强力跃升。 11月26日8时，生产指挥中心调度值班长那荣喜准时打开MES，实时监测能源流程以及生产运行。与此 同时，计划经营部、生产运行部能碳管理人员登录能源管控平台、碳排放平台，开展用能与碳排放分 析。两个平台相继投用以来，广东石化已构建起覆盖"公司—生产部—装置—设备"的四级能碳管理体 系。 走进中心控制室，另一种"精细"正在上演。操作人员尹朝庆通过精心调整，将丙烯塔回流量从设计值 1800吨/小时优化至1650吨/小时。"这看似微小的调整，每小时却能节约燃料气5000立方米。"值班长郭 英晶解释道，与此同时，通过优化循环氢纯度等 ...

大家好，我是老陈瞰世界。 兄弟们，咱们今天聊个现实话题——印度这几年靠着"薅俄罗斯羊毛"简直赚麻了！ 国际油价涨上天，印度却能用打折价狂买俄油，一年省下近百亿美元。可如今美国新政府一纸关税令砸 下来，这便宜买卖眼看就要黄。 智库报告直接泼冷水："再贪这小便宜，印度迟早得倒贴钱！"今天咱就掰开揉碎说说，印度这场能源赌 局到底该怎么收场。 第一章：躺赢三年，每天180万桶俄油喂饱印度 说句大实话，印度这波真是踩中了狗屎运。俄乌冲突后，西方集体抵制俄罗斯石油，莫迪政府反手就是 一个"抄底"——你们不要我要！ 数据不会骗人：2022年印度每天进口120万桶俄油，今年直接干到180万桶，每三桶进口油里就有一桶来 自俄罗斯，这比例三年疯涨十几倍！ 省了多少钱？少说每年50亿到100亿美元！印度油企拿着打折油炼化转手卖高价，政府税收拿到手软， 连老百姓加油都稳如老狗，国际油价涨到100美元也伤不到印度司机一分钱。 但问题是，天上掉馅饼的事儿，往往藏着铁钉子。2025年特朗普杀回白宫，第一把火就烧向印度：谁买 俄油，谁交25%"保护费"！印度中小炼油厂当场傻眼，利润直接被砍掉一大截。 最新进展：2025年10月，印度几家私营 ...

Core Viewpoint - The Ministry of Industry and Information Technology announced the first batch of 15 leading smart factories in China, with Sinopec Zhenhai Refining & Chemical being the only representative from the petrochemical industry and the sole entry from Ningbo [1] Group 1: Smart Factory Recognition - Sinopec Zhenhai Refining & Chemical was recognized as a leading smart factory, part of a national initiative to integrate new-generation information technology with manufacturing [1] - The leading smart factory classification is the highest level in a four-tier system established by multiple government departments [1] Group 2: Technological Advancements - The company has upgraded its operations from Smart Factory 1.0 to 3.0, utilizing digital technology for business transformation [2] - The introduction of the aerial inspection robot enhances safety monitoring by autonomously inspecting hard-to-reach areas and detecting gas leaks within a 50-meter radius [2][3] - The health management platform provides real-time health indices for equipment, allowing for proactive maintenance and reducing the need for manual inspections [4] Group 3: Operational Efficiency - The new loading process allows drivers to complete their tasks without leaving their vehicles, significantly reducing wait times from 24 hours to under 1 hour and lowering logistics costs by approximately 15% [5][6] - The implementation of AI monitoring systems has improved compliance with safety regulations among drivers [6] Group 4: Intelligent Process Control - Advanced Intelligent Process Control (AIPC) technology has been deployed, achieving a control rate of over 99% and stabilizing operations within two months [7][8] - The system allows for rapid adjustments and optimizations in response to operational fluctuations, enhancing overall efficiency [7][8] Group 5: Recognition and Achievements - Over the past three years, the company has received multiple accolades, including "Digital Pioneer" and "5G Factory" pilot designations from the Ministry of Industry and Information Technology [9]

为避免市场波动并确保稳定供应，塞尔维亚矿业和能源部长汉达诺维奇与塞尔维亚市场上三家主要外资 石油公司代表以及塞尔维亚石油公司协会秘书长举行了会谈，要求各公司保持批发及零售供应稳定。 （文章来源：央视新闻） 当地时间11月25日上午，塞尔维亚总统向全国民众发表讲话，塞尔维亚石油公司（NIS）旗下的炼油厂 已进入"低负荷运行"，尚未完全关闭，但如果美国财政部海外资产控制办公室不批准新的豁免许可，炼 油厂将在四天后完全停止运转。 美国对塞石油实施制裁已进入第48天。NIS在塞尔维亚石油市场占据关键地位，承担约80%的国内供 应。根据此前该公司发布的信息，炼油可用的原油预计仅能支撑至11月25日。 塞尔维亚政府24日再次召开紧急会议，评估全国能源形势。会议认为，塞尔维亚目前拥有充足的成品油 储备，"企业和民众没有理由担心供应问题"。 ...

Group 1: Investment Rating - The report does not mention the industry investment rating [1][3] Group 2: Core Views - The investment view on asphalt is that it will fluctuate, with high supply and declining demand, and the overall trend will continue to follow the fluctuations of crude oil [3] - The trading strategy suggests a single - sided approach with a fluctuating outlook and no arbitrage opportunities [3] Group 3: Summary by Directory 1. Main Views and Strategy Overview - **Supply**: In November, the total domestic asphalt production plan was 2.25 million tons, a 18% month - on - month decrease and a 3% year - on - year decrease. Different production entities showed different trends. This week, the asphalt supply contracted due to device shutdowns and conversions, and the supply - demand structure improved [3] - **Demand**: This week, the overall asphalt demand weakened. Although the shipment volume in Shandong increased, the overall demand was still declining. As some terminal projects ended, the demand further weakened, and the weak demand was a significant negative factor for prices [3] - **Inventory**: This week, the domestic asphalt inventory continued to decline, with both factory and social inventories decreasing. The inventory is expected to continue to decline next week, and the supply - demand pattern will further improve [3] - **Cost**: This week, the international crude oil market fluctuated. Geopolitical factors first pushed up oil prices, and then the news of peace talks between Russia and Ukraine led to a partial decline in oil prices. The price fluctuated with limited upward momentum [3] 2. Price - The report presents historical price trends of heavy - traffic asphalt in different regions such as East China, South China, North China, and Shandong from 2021 - 2025 [5][8] 3. Spread, Basis, and Delivery Profit - **Spread**: It shows the historical trends of asphalt cracking spread (BU - (SC * 6.35)) and asphalt - coking material spread from 2021 - 2025 [12][13] - **Basis**: It shows the historical trends of asphalt basis in regions such as South China, East China, and Shandong from 2024 - 2025 [14] 4. Supply - **Production Forecast**: It shows the monthly production and production forecast of asphalt in China from 2025 - 01 to 2025 - 10, as well as the production in regions such as North China and South China from 2021 - 2025 [17][21] - **Capacity Utilization**: It shows the historical trends of capacity utilization of heavy - traffic asphalt in China, Shandong, East China, North China, and South China from 2021 - 2025 [29][33] - **Maintenance Loss**: It shows the weekly and monthly maintenance loss of asphalt in China from 2018 - 2025 [40] 5. Cost and Profit - **Production Gross Margin**: It shows the historical trends of asphalt production gross margin in Shandong from 2021 - 2025 [43][44] - **Diluted Asphalt**: It shows the price, premium, and port inventory trends of diluted asphalt from 2022 - 2025 [47][48] 6. Inventory - **Factory Inventory**: It shows the factory inventory and inventory rate in regions such as China, Shandong, East China, North China, South China, and Northeast China from 2019 - 2025 [52][55] - **Social Inventory**: It shows the social inventory in regions such as China, Shandong, East China, North China, South China, and Northeast China from 2022 - 2025 [58] 7. Demand - **Shipment Volume**: It shows the historical trends of asphalt shipment volume in regions such as China, Shandong, East China, North China, South China, and Northeast China from 2022 - 2025 [61] - **Downstream Operating Rate**: It shows the historical trends of operating rates of road - modified asphalt, modified asphalt, building asphalt, waterproofing membranes, and modified asphalt in different regions from 2018 - 2025 [63][70]

Core Viewpoint - The article discusses the release of the evaluation index system for world-class enterprises in 16 industries by state-owned enterprises, highlighting the progress and assessment of central enterprises in building world-class standards [1]. Group 1: Evaluation Index System - The first batch of 11 industry evaluation index systems was released in November 2024, followed by a second batch of 5 in November 2025, covering 16 industries including power grid, oil and gas exploration, and telecommunications [1]. - The evaluation index system aims to assess the construction of world-class enterprises based on data from the year 2024 [1]. Group 2: Assessment Results - Among the 45 central enterprises evaluated, 13, including China National Petroleum, China Petroleum & Chemical, and State Grid, ranked in the top tier of their respective industries [1]. - The overall results indicate that central enterprises are making solid progress in building world-class standards [1]. Group 3: Key Evaluation Metrics - The evaluation metrics include various dimensions such as competitiveness, innovation, control, influence, and risk management, with specific indicators for each dimension [2][4][5]. - Key indicators include total revenue, total assets, profit margins, and R&D investment intensity, which are essential for assessing the performance and competitiveness of enterprises [2][3][4][5].

11月21日，印度信实工业在特朗普政府的压力下宣布暂停采购俄罗斯原油的消息，引起了国际能源界的关注。这一决策不仅影响了全球能源市场的格局，还 揭示了大国博弈中的复杂权力制衡、利益交换和战略妥协。 特朗普自重返政坛以来，一直坚持美国优先政策，并将重点放在削弱俄罗斯的经济实力上。此次，他将目标瞄准了俄罗斯的能源出口链条，意图通过切断俄 罗斯的财政来源，迫使莫斯科在乌克兰问题上作出让步。美国的施压不仅仅针对欧洲盟友，还扩展到了印度这样的关键新兴市场。选择信实工业作为打击目 标并非偶然，因为这家公司长期以低价购买俄罗斯石油，并通过国内炼化后高价将产品销往欧洲，形成了一条盈利丰厚的跨国贸易通道。美国认为，这种做 法实质上绕开了国际制裁体系，为俄罗斯提供了资金支持，从而削弱了西方的围堵效果。 为了迫使印度改变政策，美国采取了一系列强硬措施。首先，美国公开谴责印度为俄罗斯战争机器提供资金支持，并威胁称如果印度不调整立场，将对其向 美国出口的商品加征最高500%的惩罚性关税。特朗普团队还披露了印度从俄罗斯进口原油的比例，由之前的1%激增至42%，年转售净收益高达160亿美元， 这一数据引发了欧美国家的高度警觉。 信实工业暂停 ...

Core Viewpoint - The company successfully addressed a significant operational challenge, referred to as the "oil tiger," by implementing innovative solutions that improved wastewater management and enhanced product quality [1][2]. Group 1: Operational Challenges - The "oil tiger" posed a serious issue during the cold coke discharge phase, leading to the generation of large amounts of wastewater and severe oil-water emulsification, which traditional methods could not effectively manage [1]. - The company faced difficulties in maintaining coke quality due to the persistent presence of oil in the coke pool, necessitating manual oil removal [1]. Group 2: Innovative Solutions - The team developed a new approach by adding a diesel washing line to the gas phase of the discharge tower, using diesel as an extraction agent to remove oil from emulsified water [1]. - The precise injection of diesel was critical, requiring careful calibration to avoid waste while ensuring effective oil removal [1]. Group 3: Team Collaboration and Results - The team combined the experience of senior employees with the analytical skills of younger staff to refine their methods, transforming a traditional approach into a more precise and effective process [2]. - As a result of these efforts, the wastewater quality improved significantly, with the chemical oxygen demand (COD) stabilizing and monthly wastewater discharge volumes decreasing substantially [2].

Core Points - Yunnan Petrochemical Company has been recognized as a "leader" in energy efficiency and water efficiency in the crude oil processing sector, marking a significant achievement in the industry [1][2] - The company has implemented various energy-saving measures, resulting in a continuous decline in energy consumption over the past five years, with key performance indicators ranking among the top in the China National Petroleum Corporation [1] - The energy-saving renovation project for heating furnaces is expected to improve thermal efficiency to over 95%, saving approximately 8 million cubic meters of natural gas annually, equivalent to the annual consumption of nearly 80,000 households in Yunnan, and reducing carbon emissions by about 15,000 tons [1] - Yunnan Petrochemical has also focused on wastewater treatment, with facilities operating at 2-3 times the industry average, implementing strict measures for water recycling and management [2] - The company has engaged employees in energy-saving initiatives through various activities, fostering a culture of energy conservation and low-carbon development [2] - The recognition as a dual "leader" in energy and water efficiency serves as authoritative acknowledgment of the company's innovative practices in energy conservation and carbon reduction [4]

Core Insights - The second Market Supervision System Enterprise Annual Report Data Analysis Competition concluded successfully in Hangzhou, Zhejiang, with participation from 14 teams nationwide [1] - The competition showcased innovative practices in utilizing enterprise annual report data to support industrial development, optimize government regulation, and empower enterprise growth [1] Group 1: Competition Overview - The event was organized by the National Market Supervision Administration and involved teams from various provinces competing through data modeling, case analysis, and visualization [1] - The focus areas included key industries such as petroleum refining, vinegar production, and emerging industries, providing strong support for industry trend analysis, risk warning, and precise policy formulation [1] Group 2: Evaluation and Judging - A panel of experts from academia, government, research institutions, and well-known enterprises was invited to ensure professionalism and fairness in the competition [1] - Awards were given for team performance and individual excellence after intense competition [1]